Causeway Funds Webcasts: 2Q2020
Causeway Funds invites you to view our 2Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
A Value Investor Uncovers Opportunities in Technology
In a sector known for lofty valuations, we share how a value investor can identify technology stocks with promising return potential.
Don’t Ignore History: Cyclical Stocks Have Led Market Recoveries
History may hold the key to the next market leaders. We examine the potential for economically cyclical stocks to once again propel a global market rebound.
article / April 2020
Prepared for Takeoff: Aviation and Aerospace
We believe investors should look beyond frightening near-term declines in passenger traffic and revenue and estimate the recovery potential for aviation and aerospace stocks.
article / March 2020
The Search for the Bottom
China may provide a useful guide in the search for a market bottom in developed equity markets.
article / 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.
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 / May 2019
Highlights from Causeway Convergence 2019
We share investment videos from the Causeway research team on topics we featured at our March 2019 client conference.
article / February 2019
Causeway Brexit Scenarios
We assess the potential impact of Brexit on Causeway's global and international value portfolios
article / January 2019
Buy the Cyclicals, the Unpopular, and the Neglected
Learn why we see opportunity in some of the most neglected parts of the global equity market.
article / December 2018
Holiday Stress Tests
In recent months, political turmoil across Europe has contributed to the underperformance of the region’s bank stocks. We see a compelling opportunity to invest in banks with abundant capital, disciplined underwriting, and rising dividend payout ratios at valuations that are near crisis levels.