Markets Are Supposed to be Volatile, Causeway's Ketterer Says

The video discusses market volatility, central bank policies, and investment strategies. It highlights the importance of finding resilient companies, using Volkswagen and ABB as examples. The impact of currency fluctuations on investments is explored, along with the role of utilities in providing portfolio stability.

What factors contribute to the expectation of increased volatility in the stock market?

How do portfolio managers identify resilient companies in a fluctuating market?

Can you explain the significance of Volkswagen's restructuring efforts mentioned in the text?

What role does ABB play in the context of shareholder interests and company restructuring?

Discuss the impact of currency fluctuations on investment strategies as described in the text.

What are the characteristics of companies that are considered good investments during periods of volatility?

How do analysts incorporate risks such as labor reforms into their valuation of stocks?