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      Region / Sector
      April 2026

      Causeway Market Commentary: A Conflict Nearing An Inflection Point Presents Investment Risks and Opportunities

      We believe the conflict is nearing an "inflection point" where geopolitical risk premiums may begin to decompress rapidly as global supply chains demonstrate resilience via alternate energy sources and substitution effects. 

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      Region / Sector
      March 2026

      Notes from the Road: The New Infrastructure Cycle

      A new global investment cycle is underway.

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      Emerging Markets
      February 2026

      Korea’s Rally—More Than Memory

      A memory upcycle catalyzed South Korea’s recent rally. Reform, macro support, and broader industrial leadership should sustain it.

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      webcast / January 2026

      Causeway Capital Webcasts: 4Q2025

      Causeway Capital invites you to view our 4Q2025 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

      Causeway International Value / Causeway Global Value
      Causeway Emerging Markets / Causeway International Opportunities
      Causeway International Small Cap

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      article / November 2025

      Multi-Year Tailwinds May Be Taking Shape for Emerging Markets Equities

      After years of US dominance, conditions appear to be aligning to make EM particularly attractive for allocators.

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      video / November 2025

      Avoiding Zombies: Why Fundamental Review Matters in Small Cap Investing

      Using fundamentals to spot and exclude weak small cap companies.

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      webcast / October 2025

      Causeway Capital Webcasts: 3Q2025

      Causeway Capital invites you to view our 3Q2025 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

      Causeway International Value / Causeway Global Value
      Causeway Emerging Markets / Causeway International Opportunities
      Causeway International Small Cap

      Read More
      article / October 2025

      Stablecoin: Finally, a Disruptive Blockchain Application?

      Stablecoins' value may lie not in disruption, but in helping traditional banks modernize how money moves.

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      article / September 2025

      Will AI Make Big Pharma Obsolete?

      How AI is reshaping drug discovery and what it could mean for global pharmaceuticals.

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      video / September 2025

      Catching Risks, Sharpening Signals

      How fundamental research strengthens quantitative strategies.

      Read More Download PDF
      article / September 2025

      Fiscal Strains in the UK and France: Paths Toward Debt Sustainability

      Institutional safeguards and policy frameworks can reduce the risks of growing UK and France fiscal pressures.

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