Six Points with Harry Hartford
Causeway president and portfolio manager Harry Hartford shares six key portfolio and market outlook points for November.
Causeway Capital Webcasts: 3Q2023
Causeway Capital invites you to view our 3Q2023 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.
Notes from the Road
Causeway analysts share primary research insights on Japan, semiconductor cycles, pharmaceutical legislation, China A-shares, and industrials.
article / April 2022
The Electric Vehicle Transition
Are electric vehicles sounding the death knell for traditional auto manufacturers or are there investment opportunities for value-focused investors?
article / November 2021
Covid, Supply Chain, Inflation, Oh My!
Causeway portfolio managers share how they are positioning portfolios amid supply chain disruptions.
webcast / October 2021
A Value Manager's Take On Disruption: Advancements In Precision Medicine
The emerging practice of precision medicine, the use of genetic or other biomarker information to tailor treatments, has already led to life-changing healthcare breakthroughs for patients fighting cancer and other diseases. We discuss the past, present and future of precision medicine and discuss some of the investment opportunities we are uncovering in this area.
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 / 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.