Reflections on the Crown Jewel: the Saudi Aramco IPO and Changing Global Energy Markets
We discuss implications of the Aramco IPO for oil & gas majors, and the shift toward renewables in global energy markets.
Causeway Funds Webcasts: 3Q2019
Causeway Funds invites you to view our 3Q2019 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
Causeway China Research Journal: The Returnees
We share key conclusions from our recent China research trip, which illuminated the opportunity presented by the world’s second largest equity market.
article / June 2018
Adventures in China A Shares
With the inclusion of China A share stocks in select MSCI indices, the emerging markets opportunity set continues to evolve. We assess opportunities and risks to consider when evaluating this growing market.
article / July 2015
Paying the Piper: Economic Reform in China
How has the deceleration in Chinese real gross domestic product growth and the government’s boosting of stock markets shaped how we have positioned client portfolios? We present our research view of China in 2015.
article / July 2012
China: Valuation Is the Lure
Portfolio managers Arjun Jayaraman, MacDuff Kuhnert, and Kevin Durkin discuss how Causeway implements its view of China in both developed and emerging markets portfolios.