Regulation or Strangulation? Interpreting China’s Regulatory Push
How can investors get comfortable with the regulatory risk of investing in China?
A Value Manager’s Take on Disruption: Central Bank Digital Currencies
We discuss some of the potential limitations and regulatory concerns surrounding cryptocurrencies and stablecoins, how central bank digital currencies fit into this landscape, and what the future may hold for incumbent financial services providers.
Causeway Funds Webcasts: 2Q2021
Causeway Funds invites you to view our 2Q2021 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
article / July 2021
Value Investing in the Energy Transition
Outside of expensive renewables pure plays, how can investors participate in the energy transition?
article / June 2021
Local Champions: The Upside Potential in Chinese Companies
From beneficiaries of onshoring to founder-led businesses, Causeway portfolio manager Fusheng Li is identifying upside in Chinese equities while seeking to manage the market's risks.
webinar / June 2021
A Value Manager's Take On Disruption: Competitive Strength As An Alpha Factor
Separating the long-term winners from the long-term losers in the post-Covid-19 world is essential. A discussion of Causeway's competitive strength alpha factor.
article / May 2021
Price is Everything
Causeway portfolio managers share their perspectives on cyclicals leading the pandemic reopening rally, and how they are repositioning client portfolios as a result.
webcast / April 2021
Causeway Funds Webcasts: 1Q2021
Causeway Funds invites you to view our 1Q2021 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
webinar / March 2021
A Value Manager's Take On Disruption: ESG At Causeway (Webinar)
Sustainability and corporate responsibility drive consumer, policy, and company priorities, now more than ever before. A discussion of Causeway's approach to ESG considerations.
article / March 2021
Forging an Alpha-Centric Approach to ESG
A discussion of ESG's relation to alpha, incorporating ESG into an investment framework, ways to evaluate managers on ESG, and how the field is evolving.
article / March 2021
Global Value Technology Stocks are Proving Resilient Amid Sell-Off
Cash flow generative technology stocks may rerate meaningfully as valuation reasserts its importance in the sector.