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 / 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.
webcast / April 2021
Causeway Funds Webcasts: 1Q2021
Causeway Funds invites you to view our 1Q2021 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
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.
article / February 2021
The Underestimated Recovery Ahead
A near-term case for economically cyclical and Covid-impacted stocks, and their amplified profit potential.
webcast / February 2021
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.
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
Separating the Wheat from the Chaff: Seeking to Identify Long-Term Winners Using Causeway’s Competitive Strength Score
An industry’s competitive landscape and a company’s position within it have been closely linked to changes in profitability and, ultimately, a stock’s return potential. In this research piece, we discuss Causeway’s quantitative competitive strength framework that we believe addresses some of these important issues and aids in stock selection.
webinar / November 2020
A Challenging Truth: Investors Need Value Today More Than Ever (Webinar)
We believe that investors need value stocks now more than ever. In this webinar, Causeway co-founders Sarah Ketterer and Harry Hartford will examine today’s market distortions and the extreme value discount. As an active value manager, we highlight some of the most compelling investment opportunities that we have seen in decades.