The Underestimated Recovery Ahead
A near-term case for economically cyclical and Covid-impacted stocks, and their amplified profit potential.
Causeway Funds Webcasts: 4Q2020
Causeway Funds invites you to view our 4Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
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.
article / April 2020
Prepared for Takeoff: Aviation and Aerospace
It may serve investors to 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.