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      Global Markets
      November 2021

      Covid, Supply Chain, Inflation, Oh My!

      Causeway portfolio managers share how they are positioning portfolios amid supply chain disruptions.

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      Global Markets
      October 2021

      Causeway Funds Webcasts: 3Q2021

      Causeway Funds invites you to view our 3Q2021 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

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      Region / Sector Specific
      October 2021

      A Value Manager’s Take On Disruption: Advancements In Precision Medicine

      The emerging practice of precision medicine, the use of genetic or other biomarker information to tailor treatments, has already led to life-changing healthcare breakthroughs for patients fighting cancer and other diseases. We discuss the past, present and future of precision medicine and discuss some of the investment opportunities we are uncovering in this area.

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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.

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      article / 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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      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.

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      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.

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