Portfolio manager Arjun Jayaraman shares his preferred plays in Asian stock markets, telling CNBC’s Squawk Box Asia that he’s still bullish on TSMC and South Korean banks continue to trade at very compelling valuations.
Tech and financials continue to dominate the headlines but portfolio manager Sarah Ketterer sees opportunities in health care and believes investors can lower their portfolio risk by allocating to more defensive sectors.
As more investors seek safe-haven assets amid growing economic uncertainty, portfolio manager Ellen Lee shares why she believes investing in gold has been on the rise.
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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.
The Fund and its sub-funds are only authorised in certain jurisdictions.
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