Negative Interest Rates: A Primer for Equity Investors
Why are interest rates negative in many developed countries, what might turn the tide, and what are the implications for equity investors? We examine the factors driving interest rates into negative territory and important considerations for equity investors.
Quick Takes: A Negative Interest Rate Primer for Equity Investors
Why are interest rates negative in many developed countries, what might turn the tide, and what are the implications for equity investors? Senior Research Analyst Greg Squires shares Causeway's view on negative interest rates.
Quick Takes: The Case for Cyclicals
The valuation gap between cyclical and defensive stocks reached historic highs recently. Causeway portfolio manager Ellen Lee spotlights opportunities in undervalued cyclicals.
article / August 2019
Valuation Matters: Upside Potential in Banks and Telecommunication Services
We discuss the outlook for value stocks and highlight two industry groups, banks and telecommunication services, which we believe present potential for outperformance.
video / August 2019
Value Opportunities Among the Unloved: UK Stocks and European Banks
What happens when Brexit casts an additional cloud on beleaguered financials valuations? Watch our video for Causeway portfolio manager Conor Muldoon’s take on UK-listed financials.
webcast / July 2019
Causeway Funds Webcasts: 2Q2019
Causeway Funds invites you to view our 2Q2019 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
article / May 2019
Highlights from Causeway Convergence 2019
We share investment videos from the Causeway research team on topics we featured at our March 2019 client conference.
webcast / April 2019
Causeway Funds Webcasts: 1Q2019
Causeway Funds invites you to view our 1Q2019 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
article / February 2019
Causeway Brexit Scenarios
We assess the potential impact of Brexit on Causeway's global and international value portfolios
article / January 2019
Buy the Cyclicals, the Unpopular, and the Neglected
Learn why we see opportunity in some of the most neglected parts of the global equity market.
video / January 2019
ESG and Alpha
We approach the question of where there is alpha in ESG by constructing new governance and ESG scores, drawing on economic concepts from the academic literature.