June 2024
Investing Across the AI Cycle
Identifying the overlooked beneficiaries of AI's technology cycle.
June 2024
Power Surge? AI’s Influence on Utility Markets
How AI's rising power demand can shape US and European utilities.
June 2024
Comments on India’s Election
Emerging markets portfolio manager Arjun Jayaraman comments on Indian election outcomes and what they might mean for India's equity market.
article / June 2021
Local Champions: The Upside Potential in Chinese Companies
From beneficiaries of onshoring to founder-led businesses, Causeway portfolio manager Fusheng Li is identifying upside in Chinese equities while seeking to manage the market's risks.
article / March 2021
Forging an Alpha-Centric Approach to ESG
A discussion of ESG's relation to alpha, incorporating ESG into an investment framework, ways to evaluate managers on ESG, and how the field is evolving.
article / July 2020
A Value Investor Uncovers Opportunities in Technology
In a sector known for lofty valuations, a value investor can identify technology stocks with promising return potential.