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      Quantitative Investing
      April 2025

      Global Investing, Evolved: Global Systematic Equity

      GSE is a quantitative, actively managed global equity strategy built to adapt across market regimes.

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      Global Markets
      April 2025

      Causeway Capital Webcasts: 1Q2025

      Causeway Capital invites you to view our 1Q2025 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

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      Value Investing
      April 2025

      What to Expect from Equities in the New World Order

      Risks and opportunities as global trade realigns and valuations adjust.

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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 / 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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