Causeway CEO Sees Opportunities in AI, Defense Stocks and French Banks

Sarah Ketterer, Causeway Capital Management CEO and fundamental portfolio manager, sees investment opportunities in aerospace and defense stocks. Speaking on "Bloomberg Open Interest," Ketterer also says "this is the time to accumulate French banks." Video Transcript 00:00 Speaker A So today what what is the bigger risk event? Is it the Fed? Or is it Alphabet and Microsoft earnings? 00:05 Sarah Um, all of the above, although the Fed ought to be easy to read. It's really all about inflation and it's not under yet under control. 00:16 Speaker A Even though it's not under control, you're still expecting them, are you expecting them to hold? Is that a problem? 00:20 Sarah Well, if they hold, it won't be for long if inflation continues to creep up.