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video / January 2024

Small Caps 2024: Poised to Catch Up

From valuations to interest rate movements, 2024 might just be the year for small cap equities.

article / December 2023

Notes from the Road: Semiconductors, Real Estate, and the Japanese Consumer

Causeway analysts share research travel insights on semiconductors, real estate, and the Japanese consumer.

article / November 2023

Six Points with Harry Hartford

Causeway president and portfolio manager Harry Hartford shares six key portfolio and market outlook points for November.

webcast / October 2023

Causeway Capital Webcasts: 3Q2023

Causeway Capital invites you to view our 3Q2023 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

article / October 2023

Notes from the Road

Causeway analysts share primary research insights on Japan, semiconductor cycles, pharmaceutical legislation, China A-shares, and industrials.

article / September 2023

China- No Turning Back

Causeway recently traveled across China meeting with private-sector executives. This is what we learned.

article / August 2023

ESG Misconceptions: Putting Problems in Perspective Can Lead to Better Solutions

Mo Khan’s recent work examining common critiques and misconceptions of ESG investing was recently published in the Journal of Impact & ESG Investing

video / August 2023

Small Caps Surprise: Value Matters More than Growth

Value, not growth, has been the stronger driver of returns in global small cap equities.