OBR independence ‘a major advantage’ for UK economy

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Partner Insight: Four reasons to invest in emerging markets

For much of the past decade, global equity returns have been dominated by US mega-cap stocks. But today emerging market equities trade at roughly a 60% discount to US stocks, close to the widest gap on record. Combined with undervalued currencies, improving governance and macroeconomic reforms, the investment case is…

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Event Voice: Your Questions answered by Causeway Capital

Can you give an overview of the team running the fund and your investment process?  Causeway’s Emerging Markets strategy is supported by an integrated team of 12 quantitative and 27 fundamental professionals, combining systematic discipline with deep market insight. Our investment process is primarily quantitative, built on multiple, low-correlated alpha…

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