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article / September 2021

Don’t Fear the Fed: The Impact of Monetary Tightening on Emerging Markets Equities

The current tightening cycle may not be grounds for avoiding emerging markets equities.

article / September 2021

Regulation or Strangulation? Interpreting China’s Regulatory Push

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

webcast / 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.

webcast / 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.

article / July 2021

Value Investing in the Energy Transition

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

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.

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.

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.