Portfolio manager Ryan Myers shares how Causeway’s Emerging Markets portfolio can provide diversified alpha sources with disciplined risk controls as the market evolves through the next AI infrastructure cycle.
Portfolio manager Sarah Ketterer emphasizes the importance of portfolio diversification when navigating uncertainty in the markets.
CEO and portfolio manager Sarah Ketterer shares her thoughts on how AI will ultimately benefit software stocks.
Portfolio manager Ellen Lee believes short term volatility can offer some opportunities but it’s Causeway’s disciplined approach and focus on company fundamentals that keeps them steady amid the headline noise.
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.
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.
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.
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.