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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.

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.

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.

webinar / January 2021

A Value Manager's Take on Disruption: The Energy Transition (Webinar)

Causeway discusses the transition to cleaner energy and the compelling value investment opportunities in related industries.

article / November 2020

Update On COVID-19 Vaccines: A Major Breakthrough For mRNA Technology

Following today’s major COVID-19 vaccine announcement from Pfizer and BioNTech, we have summarized the key insights from our research team. Resolving the current healthcare crisis will be critical in sustaining a value recovery and today’s news was a significant milestone. As we ultimately exit the COVID-19 crisis, we believe our positioning in well-managed cyclical stocks should benefit our clients’ portfolios.

article / August 2020

The “GFC” For Travel

After their worst year on record, a recovery in travel-related stocks may be in sight.

article / July 2020

A Value Investor Uncovers Opportunities in Technology

In a sector known for lofty valuations, a value investor can identify technology stocks with promising return potential.