Portfolio manager Ellen Lee shares how Causeway’s bottom-up approach to stock selection helps their team find value opportunities abroad as US companies continue to face headwinds from tariffs and inflationary pressures.
In this episode of Excess Returns, quantitative portfolio manager, Joe Gubler, reveals a cutting-edge playbook for the future of quantitative investing.
Sarah Ketterer joins this week’s Merryn Talks Money to discuss why stocks have rebounded from last month’s bloodbath, and why the US market’s long-held dominance is nevertheless shifting as investors increasingly seek value beyond.
With a pause on tariffs between the US and China, Sarah Ketterer shares where she sees stocks heading and believes there’s more for your money in European equities.
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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.
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