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      China
      September 2021

      Regulation or Strangulation? Interpreting China’s Regulatory Push

      How can investors get comfortable with the regulatory risk of investing in China?

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      Global Markets
      July 2021

      A Value Manager’s Take on Disruption: Central Bank Digital Currencies

      We discuss some of the potential limitations and regulatory concerns surrounding cryptocurrencies and stablecoins, how central bank digital currencies fit into this landscape, and what the future may hold for incumbent financial services providers.

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      Global Markets
      July 2021

      Causeway Funds Webcasts: 2Q2021

      Causeway Funds invites you to view our 2Q2021 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

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      article / July 2021

      Value Investing in the Energy Transition

      Outside of expensive renewables pure plays, how can investors participate in the energy transition?

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      article / June 2021

      Local Champions: The Upside Potential in Chinese Companies

      From beneficiaries of onshoring to founder-led businesses, Causeway portfolio manager Fusheng Li is identifying upside in Chinese equities while seeking to manage the market's risks.

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      webinar / June 2021

      A Value Manager's Take On Disruption: Competitive Strength As An Alpha Factor

      Separating the long-term winners from the long-term losers in the post-Covid-19 world is essential. A discussion of Causeway's competitive strength alpha factor.

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      article / May 2021

      Price is Everything

      Causeway portfolio managers share their perspectives on cyclicals leading the pandemic reopening rally, and how they are repositioning client portfolios as a result.

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      webcast / April 2021

      Causeway Funds Webcasts: 1Q2021

      Causeway Funds invites you to view our 1Q2021 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

      Causeway International Value / Causeway Global Value Fund
      Causeway Emerging Markets / Causeway International Opportunities
      Causeway International Small Cap Fund
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      webinar / March 2021

      A Value Manager's Take On Disruption: ESG At Causeway (Webinar)

      Sustainability and corporate responsibility drive consumer, policy, and company priorities, now more than ever before. A discussion of Causeway's approach to ESG considerations.

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      article / March 2021

      Forging an Alpha-Centric Approach to ESG

      A discussion of ESG's relation to alpha, incorporating ESG into an investment framework, ways to evaluate managers on ESG, and how the field is evolving.

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      article / March 2021

      Global Value Technology Stocks are Proving Resilient Amid Sell-Off

      Cash flow generative technology stocks may rerate meaningfully as valuation reasserts its importance in the sector.

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