July 2022
Causeway Funds Webcasts: 2Q2022
Causeway Funds invites you to view our 2Q2022 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
May 2022
No Tradeoffs Required: Causeway International Small Cap
The sheer breadth and inefficiency of the International Small Cap equity universe allow a portfolio without the typical tradeoffs in stock characteristics.
article / September 2021
Regulation or Strangulation? Interpreting China’s Regulatory Push
How can investors get comfortable with the regulatory risk of investing in China?
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.
article / 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.
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.
