Causeway Funds: India and Taiwan are the top holdings in our emerging market portfolio

Quantitative portfolio manager, Arjun Jayaraman, says small-to-mid cap Indian stocks offer lots of good opportunities whereas Taiwan stocks have the good mix of reasonable valuations and strong dividend yields.

 
 

Causeway Funds: S&P 500, NASDAQ 100 Near Record Close

With international stock valuations looking more attractive than the U.S., portfolio manager, Ellen Lee shares where Causeway sees growth potential.

 
 

Causeway Funds: Buy these 3 stocks to diversify your portfolio

Causeway portfolio manager, Ellen Lee, makes the case for owning foreign stocks to diversify your portfolio.

 
 

Causeway Funds: Wage Hikes Will Make Auto Profitability Hard

Sarah Ketterer discusses why the auto strike will be hard to resolve and why the Fed’s plan to hold rates higher for longer is causing tremors in markets.

 
 
 
 
 
 
 
 
 
 
 
 

Causeway Funds: Causeway Capital’s Ketterer on where opportunities lie and why China can’t be ignored

Sarah Ketterer talks about how Causeway as a value investor is outperforming in the higher inflation environment, why China can’t be ignored despite a weakening economy, the U.S. dollar’s trajectory and what pension funds worry about.

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Causeway Funds: Investors might be ‘biased’ against China and misunderstanding the opportunities there

Fusheng Li of Causeway Capital discusses why he remains optimistic about China’s long-term prospects and is not very concerned about the potential deflation of its economy.

 
 
 
 
 
 
 
 
 
 
 
 

Causeway Funds: Ellen Lee on The Close

Causeway portfolio manager, Ellen Lee, shares insight on finding value in international stocks amid a more cautious economy.

 
 
 
 
 
 
 
 
 
 
 
 

Causeway Funds: Sarah Ketterer shares her top stock picks

Causeway Capital’s CEO and portfolio manager, Sarah Ketterer, knows where to find value and shares where she sees investment opportunities around the world.

 
 
 
 
 
 
 
 
 
 
 
 

Causeway Funds: Concerns Over Cyclicals, US Banks Still Feeling Pressure

Sarah Ketterer, Causeway CEO & portfolio manager, shares her thoughts on the sputtering equity rally and recession risks and why US banks are still under pressure after the crisis and the fallout on corporate lending.

 
 
 
 
 
 
 
 
 
 
 
 

Causeway Funds: Underwriting Financials

Banking turmoil hasn’t yet created exciting buying opportunities for Causeway Capital’s Conor Muldoon, but that doesn’t mean he’s not seeing considerable value in the sector.