Causeway Capital Management: Insights

Value Investing

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.

Value Investing

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.

Value Investing

August 2019

Rationalizing the Irrational: Video Highlights

Senior Research Analyst Ryan Myers shares video highlights of our research on the irrational implications of the current gap in value and growth multiples.

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.

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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.

Causeway International Value / Causeway Global Value Fund
Causeway Emerging Markets / Causeway International Opportunities
Causeway International Small Cap Fund
Causeway Global Absolute Return Fund

video / June 2019

Causeway Emerging Markets Performance Review and Outlook

In this video commentary, we discuss drivers of recent performance and the outlook for Causeway's Emerging Markets Equity Strategy.

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.

Causeway International Value / Causeway Global Value Fund
Causeway Emerging Markets / Causeway International Opportunities / Causeway International Small Cap Fund
Causeway Global Absolute Return Fund

video / April 2019

ESG Masterclass

Senior research analyst Mozaffar Khan appears on AssetTV to discuss ESG investing.

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.

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article / February 2019

Causeway Brexit Scenarios

We assess the potential impact of Brexit on Causeway's global and international value portfolios

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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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