article / July 2019

Rationalizing the Irrational

Current market multiples for the MSCI Value indices suggest negative perpetuity growth for value stocks across all global geographies, even as the world economy is forecast to grow and value stocks have had superior earnings growth to growth stocks since the market trough in 2009. As the gap in implied earnings growth between value and growth stocks reaches new highs, we find the current value recession increasingly irrational.

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 / April 2019

But What if the Cycle Turns...?

We examine the effects of massive global monetary accommodation on public equity markets, and the potential for a value recovery when the liquidity spigot turns lower.

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.

article / August 2018

Value and Earnings Estimates Revisions – A Powerful Pairing

This paper highlights how new areas of convergence have empowered our portfolio managers to address the challenges of value investing in today’s markets.

article / May 2018

The Compelling Case for Value

We identify a confluence of dynamics in favor of value investing.