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: 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: 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: Idiosyncrasies of Regional Banks

On this edition of Wall Street Week, portfolio manager, Ellen Lee, explains why valuations in Europe are more attractive than the US.

 
 
 
 
 
 
 
 
 
 
 
 

Causeway Funds: Fundamental and Quantitative Research Strategies for Investing

Causeway quantitative portfolio manager, Ryan Myers, discusses strategies for investing in global small-cap equities.

 
 
 
 
 
 
 
 
 
 
 
 

Causeway Funds: European banks are in better capital shape than their U.S. peers

Sarah Ketterer, CEO at Causeway Capital Management, discusses whether the turmoil in the banking industry is suggesting that we are on the brink of recession and more.