Quantitative portfolio manager Arjun Jayaraman says many Asian countries have strong oil reserves, which can help them manage short-term disruptions, but if the Iran war continues for longer, these economies could face serious challenges.
The nominees for Morningstar’s 2026 Awards for Investing Excellence have been announced and Causeway is pleased to be included in the Outstanding Equity Portfolio Manager category.
Causeway is pleased to announce that its Global Value Equity SMA strategy has been named Envestnet’s 2026 Asset Manager of the Year in the International, Emerging Markets, and Global Equity category.
Aurellan Asset Management’s Rachel Weld sits down with Sarah Ketterer, co-founder of Causeway Capital Management, to talk about the journey from starting the firm to managing around US$75 billion today.
Quantitative portfolio manager, Arjun Jayaraman, says he still expects the Federal Reserve to deliver additional rate cuts this year, even though the latest minutes suggested further hikes could not be ruled out.
Causeway Capital Management LLC today announced the expansion of its global footprint with the opening of a new office in London, operated through Causeway’s new subsidiary, Causeway Capital Management (UK) Ltd. Richard Clarke-Wilson has been appointed as Director of EMEA Business Development to build the firm’s relationships with prospective investors and clients across the region.
Portfolio manager Alessandro Valentini says that the gains in foreign stock markets this year were not just about currency fluctuations and he believes there is more potential for growth in 2026.
Arjun Jayaraman says competition in US AI space could take money out of Magnificent 7 stocks and move to Asia’s AI hardware companies such as TSMC and SK Hynix given their unique strength in manufacturing.
Portfolio manager Arjun Jayaraman shares his preferred plays in Asian stock markets, telling CNBC’s Squawk Box Asia that he’s still bullish on TSMC and South Korean banks continue to trade at very compelling valuations.
Tech and financials continue to dominate the headlines but portfolio manager Sarah Ketterer sees opportunities in health care and believes investors can lower their portfolio risk by allocating to more defensive sectors.
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