Causeway Capital Management: Insights

Region / Sector Specific

December 2019

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.

Global Markets

November 2019

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.

China

November 2019

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.

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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.

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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.

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Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.

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