Causeway’s deeply ingrained research culture produces an environment in which ideas are vigorously debated, expertise shared, and assumptions challenged. Here, read published capital markets insights from our integrated research effort.
February 2010
Scouring the Globe: The Advantage of Investing Globally
Causeway’s portfolio managers, Sarah Ketterer and Harry Hartford, make the case for abolishing the division of labor between US and international equity mandates by using global managers.
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November 2009
Super Cyclicals: Capitalizing on Emerging Markets Opportunities
This decade’s proliferation of free trade has contributed significantly to prosperity and rapid growth in developing regions of the world. Arjun Jayaraman and MacDuff Kuhnert, the portfolio managers of Causeway’s Emerging Markets Fund, describe their investment approach to exploiting alpha in emerging markets.
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August 2009
The Long Haul: Rebuilding Profits in a Credit-Constrained World
The end of the massive credit and housing bubble implies more subdued private sector revenue and profit growth over the next few years, compared to the 2003 – 2007 period. Causeway’s fundamental research roundtable turns its focus to the valuation of stocks in cyclical sectors in 2009 and beyond.
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May 2009
Drill Baby Drill: Finding Value in Energy Services
Causeway portfolio manager Kevin Durkin explains why specialists in deepwater and harsh environment engineering are the most attractive stocks in the energy sector, and why leaders in these fields have a promising earnings recovery trajectory under all but the most dire of economic scenarios.
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