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      Region / Sector
      July 2026

      The Code Is Not the Moat

      AI can write code, but can it replicate the competitive advantages of enterprise resource planning software?

      Read More
      Global Markets
      July 2026

      Causeway Capital Webcasts: 2Q2026

      Causeway Capital invites you to view our 2Q2026 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

      Read More
      Emerging Markets
      June 2026

      Rise of the Heavyweights

      Market leadership may be narrow, but the opportunities need not be.

      Read More
      webcast / April 2026

      Causeway Capital Webcasts: 1Q2026

      Causeway Capital invites you to view our 1Q2026 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 / 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.

      Read More
      article / March 2026

      Notes from the Road: The New Infrastructure Cycle

      A new global investment cycle is underway.

      Read More Download PDF
      article / March 2026

      Causeway Funds: Risk Metrics that Matter

      How Risk Lens can analyze predicted volatility, tracking error, and beta.

      Read More Download PDF
      article / 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.

      Read More
      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

      Read More
      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.

      Read More Download PDF
      video / November 2025

      Avoiding Zombies: Why Fundamental Review Matters in Small Cap Investing

      Using fundamentals to spot and exclude weak small cap companies.

      Read More

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