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      Value Investing
      November 2023

      Six Points with Harry Hartford

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

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      Global Markets
      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.

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      Region / Sector Specific
      October 2023

      Notes from the Road

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

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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 / 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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      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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      article / July 2012

      China: Valuation Is the Lure

      Portfolio managers Arjun Jayaraman, MacDuff Kuhnert, and Kevin Durkin discuss how Causeway implements its view of China in both developed and emerging markets portfolios.

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