Reflections on the Crown Jewel: the Saudi Aramco IPO and Changing Global Energy Markets
We discuss implications of the Aramco IPO for oil & gas majors, and the shift toward renewables in global energy markets.
Causeway Funds Webcasts: 3Q2019
Causeway Funds invites you to view our 3Q2019 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
Causeway China Research Journal: The Returnees
We share key conclusions from our recent China research trip, which illuminated the opportunity presented by the world’s second largest equity market.
webcast / July 2019
Causeway Funds Webcasts: 2Q2019
Causeway Funds invites you to view our 2Q2019 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
article / May 2019
Highlights from Causeway Convergence 2019
We share investment videos from the Causeway research team on topics we featured at our March 2019 client conference.
webcast / April 2019
Causeway Funds Webcasts: 1Q2019
Causeway Funds invites you to view our 1Q2019 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
video / January 2019
ESG and Alpha
We approach the question of where there is alpha in ESG by constructing new governance and ESG scores, drawing on economic concepts from the academic literature.
article / August 2018
Value and Earnings Estimates Revisions – A Powerful Pairing
This paper highlights how new areas of convergence have empowered our portfolio managers to address the challenges of value investing in today’s markets.
article / July 2017
To Hedge or Not to Hedge: Factor Dependence and Skill among Hedge Funds
Causeway's hedge fund research is published in the Journal of Alternative Investments.
article / April 2017
A Highlight from Causeway's 2017 Client Conference: The Hitchhiker’s Guide to the Value Cycle
We share insights on the value investing cycle from our March 2017 client conference.
video / March 2017
Causeway Convergence 2017
Video highlights of our 2017 client conference feature the benefits of integrating fundamental and quantitative research for equity portfolios.