Causeway Capital Management
Commentary
What to Expect From Equities in the New World Order
While the US experiments with reordering the world’s trading system, uncertainty rises and volatility ensues. We are reminded of the delicate balance between safeguarding domestic interests and promoting a cooperative global trading system.
Commentary
Goodbye, Value Winter: The Unwinding of Financial Repression
by Team of Causeway Capital Management,
We have never seen anything like this. Governments and their central banks injected approximately $30 trillion of fiscal and monetary stimulus into the global economy from February 2020 to the end of 2021.
