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      Region / Sector
      April 2026

      Causeway Market Commentary: A Conflict Nearing An Inflection Point Presents Investment Risks and Opportunities

      We believe the conflict is nearing an "inflection point" where geopolitical risk premiums may begin to decompress rapidly as global supply chains demonstrate resilience via alternate energy sources and substitution effects. 

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      Region / Sector
      March 2026

      Notes from the Road: The New Infrastructure Cycle

      A new global investment cycle is underway.

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      Emerging Markets
      February 2026

      Korea’s Rally—More Than Memory

      A memory upcycle catalyzed South Korea’s recent rally. Reform, macro support, and broader industrial leadership should sustain it.

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      video / July 2024

      A Price for Everything: China on Sale

      Causeway is finding tactical, valuation-driven investment opportunities in de-rated segments of China's equity market.

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      video / April 2024

      International Small Cap: Full Speed Ahead

      How Causeway's International Small Cap strategy generated 17% alpha net of fees over the last twelve months, and why portfolio characteristics continue to be as attractive as at any time in the last three years.

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      article / February 2024

      Emerging Markets Revival: Six Points with Arjun Jayaraman

      Six reasons why EM equities are exhibiting a new, more diverse vitality.

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      article / November 2022

      Rewards for Patience

      Causeway has used recent market pessimism to increase exposure to developed markets stocks afflicted by China's zero-Covid policy.

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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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      article / November 2019

      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.

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      article / June 2018

      Adventures in China A Shares

      With the inclusion of China A share stocks in select MSCI indices, the emerging markets opportunity set continues to evolve. We assess opportunities and risks to consider when evaluating this growing market.

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      article / July 2015

      Paying the Piper: Economic Reform in China

      How has the deceleration in Chinese real gross domestic product growth and the government’s boosting of stock markets shaped how we have positioned client portfolios? We present our research view of China in 2015.

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