Causeway Analytics
February 2020

Data, Data Everywhere but Don’t Forget to Think

Causeway shares examples of harnessing the potential alpha in new data sources, tools and techniques.

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Global Markets
January 2020

Causeway Funds Webcasts: 4Q2019

Causeway Funds invites you to view our 4Q2019 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

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Region / Sector Specific
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.

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webcast / November 2019

Causeway Funds Webcasts: 3Q2019

Causeway Funds invites you to view our 3Q2019 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

Causeway International Value / Causeway Global Value Fund
Causeway Emerging Markets / Causeway International Opportunities
Causeway International Small Cap Fund
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article / September 2019

Negative Interest Rates: A Primer for Equity Investors

Why are interest rates negative in many developed countries, what might turn the tide, and what are the implications for equity investors? We examine the factors driving interest rates into negative territory and important considerations for equity investors.

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video / September 2019

Quick Takes: A Negative Interest Rate Primer for Equity Investors

Why are interest rates negative in many developed countries, what might turn the tide, and what are the implications for equity investors? Senior Research Analyst Greg Squires shares Causeway's view on negative interest rates.

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video / September 2019

Quick Takes: The Case for Cyclicals

The valuation gap between cyclical and defensive stocks reached historic highs recently. Causeway portfolio manager Ellen Lee spotlights opportunities in undervalued cyclicals.

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article / August 2019

Valuation Matters: Upside Potential in Banks and Telecommunication Services

We discuss the outlook for value stocks and highlight two industry groups, banks and telecommunication services, which we believe present potential for outperformance.

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video / August 2019

Value Opportunities Among the Unloved: UK Stocks and European Banks

What happens when Brexit casts an additional cloud on beleaguered financials valuations? Watch our video for Causeway portfolio manager Conor Muldoon’s take on UK-listed financials.

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video / August 2019

Rationalizing the Irrational: Video Highlights

Senior Research Analyst Ryan Myers shares video highlights of our research on the irrational implications of the current gap in value and growth multiples.

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article / July 2019

Rationalizing the Irrational

Current market multiples for the MSCI Value indices suggest negative perpetuity growth for value stocks across all global geographies, even as the world economy is forecast to grow and value stocks have had superior earnings growth to growth stocks since the market trough in 2009. As the gap in implied earnings growth between value and growth stocks reaches new highs, we find the current value recession increasingly irrational.

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Terms and Conditions of Use:

Please read the following before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which Causeway Funds plc is authorised for sale.

Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.

The Fund and its sub-funds are only authorised in certain jurisdictions.

This website is not aimed at any US person (as defined by Regulations S of the US Securities Act of 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the United States. Purchase orders from US investors or other ineligible investors will not be accepted. This site is not intended for US persons. If you are trying to find information about the Causeway Funds registered for sale in the United States, please go to our Funds page . Restrictions may also apply to residents of other countries.

Subscriptions will only be received and shares issued on the basis of the current prospectus for the Fund and relevant supplement for a sub-fund. It is your responsibility to use such prospectus and supplement, and by making an application you will be deemed to represent that you have read such prospectus and supplement and agree to be bound by its contents. Copies of the prospectus, supplements and, when available, other reports can be obtained from this website. The Fund prices contained in this website are indicative only and should not be relied upon for dealing. No warranty or representation is made with respect to the information contained in this website, including, without limitation, that the information is accurate, complete or timely. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form. Past performance is not indicative of future results.

The information on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website. Unless otherwise specified, it is not intended to be directed to any person(s) in particular. Information from this website must not be used in any jurisdiction where prohibited by law and must not be used in a way that would be contrary to local law or legislation. You should not access this site or information on this site if you know that your access would contravene applicable local, national or international laws. No investment advice, tax advice, or legal advice is provided through this website, and you agree that this website will not be used by you for these purposes. No representation is given that shares, products, or services identified on, or accessible through, this website are suitable for any particular investor.

By clicking the box below, you confirm and represent that you are from an eligible jurisdiction to review material relating to the Fund, or that you are authorised to conduct investment business in the jurisdiction within which you are resident and, under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes). It is critical that the information you provide is accurate and a failure to provide accurate information will be a material breach of these terms and conditions.

If you are a resident of any other country please view our strategies.