Regulation or Strangulation? Interpreting China’s Regulatory Push
How can investors get comfortable with the regulatory risk of investing in China?
A Value Manager’s Take on Disruption: Central Bank Digital Currencies
We discuss some of the potential limitations and regulatory concerns surrounding cryptocurrencies and stablecoins, how central bank digital currencies fit into this landscape, and what the future may hold for incumbent financial services providers.
Causeway Funds Webcasts: 2Q2021
Causeway Funds invites you to view our 2Q2021 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
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.