Money Life / March 04, 2024
Causeway Funds: Small caps are looking up, especially in Japan and India
Quantitative portfolio manager, Arjun Jayaraman, says that valuations abroad are better than what investors are seeing domestically.
CNBC / February 20, 2024
Causeway Funds: India and Taiwan are the top holdings in our emerging market portfolio
Quantitative portfolio manager, Arjun Jayaraman, says small-to-mid cap Indian stocks offer lots of good opportunities whereas Taiwan stocks have the good mix of reasonable valuations and strong dividend yields.
Bloomberg TV / January 19, 2024
Causeway Funds: S&P 500, NASDAQ 100 Near Record Close
With international stock valuations looking more attractive than the U.S., portfolio manager, Ellen Lee shares where Causeway sees growth potential.
TheStreet / October 26, 2023
Causeway Funds: Buy these 3 stocks to diversify your portfolio
Causeway portfolio manager, Ellen Lee, makes the case for owning foreign stocks to diversify your portfolio.
Bloomberg / September 24, 2023
Causeway Funds: Wage Hikes Will Make Auto Profitability Hard
Sarah Ketterer discusses why the auto strike will be hard to resolve and why the Fed’s plan to hold rates higher for longer is causing tremors in markets.
Pensions & Investments / August 09, 2023
Causeway Funds: Causeway Capital's Ketterer on where opportunities lie and why China can't be ignored
Sarah Ketterer talks about how Causeway as a value investor is outperforming in the higher inflation environment, why China can’t be ignored despite a weakening economy, the U.S. dollar’s trajectory and what pension funds worry about.
CNBC / August 08, 2023
Causeway Funds: Investors might be 'biased' against China and misunderstanding the opportunities there
Fusheng Li of Causeway Capital discusses why he remains optimistic about China’s long-term prospects and is not very concerned about the potential deflation of its economy.