Cyclicals Becoming Less Attractive, Causeway's Ellen Lee Says

The video discusses the current state of the market cycle, highlighting a recovery in cyclical stocks with increased valuations. It explores risk management strategies in anticipation of market volatility and details a portfolio management approach focusing on sector rotation from cyclical to defensive sectors like utilities and consumer staples.

What strategy is Causeway using in their portfolio management?

Which sectors does the speaker believe offer better opportunities currently?