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.
As more investors seek safe-haven assets amid growing economic uncertainty, portfolio manager Ellen Lee shares why she believes investing in gold has been on the rise.
More investors are seeing international stocks as bargains compared to their US counterparts. Causeway portfolio manager Steve Nguyen offers his thoughts on the shift from US to global equities in this month’s edition of MoneyWeek.
This year the US stock market has lagged its overseas competitors with emerging markets and European equities taking the lead. Portfolio manager Sarah Ketterer joins Consuelo Mack to share her thoughts on the surge in European markets and why there’s still value in international stocks.
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.
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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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