We explore investment opportunities in Chinese healthcare from fundamental and quantitative angles.
Causeway fundamental and quantitative research colleagues compare thoughts on the opportunity in India.
Our research team shares their analysis of the "Brexit" outcome.
We evaluate the downside risk of a UK withdrawal from the European Union, including implications for the UK financial sector.
How has the deceleration in Chinese real gross domestic product growth and the government’s boosting of stock markets shaped how we have positioned client portfolios? We present our research view of China in 2015.
We review the changing situation in Europe and highlight some of the opportunities in European banks presented by the Greek debt crisis.
The European Central Bank announced its monetary stimulus package on January 22, 2015. In this piece sent to our clients, Causeway examines the impact of additional liquidity on the Eurozone economy, currency, and equity markets.
We share our assessment of the Japanese market environment, including the economy’s prospects for improvement and the implications of current equity valuations.
Causeway gives our view on restructuring of the Spanish banking system and its implication for Europe.
Central banks globally have realized they must do everything in their power to avert the cataclysm of a eurozone break up.
As investors discard Europe, we face the sovereign debt crisis head-on.
We estimate the economic damage to the region and determine the implications for the global manufacturing supply chain, following the record-breaking March 2011 Japanese earthquake, tsunami, and nuclear crisis.
In recent months, political turmoil across Europe has contributed to the underperformance of the region’s bank stocks. We see a compelling opportunity to invest in banks with abundant capital, disciplined underwriting, and rising dividend payout ratios at valuations that are near crisis levels.
Causeway Funds invites you to view our 3Q18 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
This paper is the first in a series, highlighting how new areas of convergence have empowered our portfolio managers to address the challenges of value investing in today’s markets.
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.
Causeway Funds invites you to view our 2Q18 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
We identify a confluence of dynamics in favor of value investing in 2018.
With the inclusion of China A share stocks in select MSCI indices, the emerging markets opportunity set continues to evolve. We assess opportunities and risks to consider when evaluating this growing market.
Causeway Funds invites you to view our 1Q18 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
Causeway Funds invites you to view our 4Q17 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.