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.
Portfolio manager, Arjun Jayaraman, showcases how Causeway’s quantitative management team uses a combination of top-down and bottom-up factors in collaboration with fundamental review to produce alpha.
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