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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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      webcast / July 2023

      Causeway Funds Webcasts: 2Q2023

      Causeway Funds invites you to view our 2Q2023 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 / 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 / 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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      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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      video / June 2019

      Causeway Emerging Markets Performance Review and Outlook

      In this video commentary, we discuss drivers of recent performance and the outlook for Causeway's Emerging Markets Equity Strategy.

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      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.

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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 / October 2017

      Harnessing Changes in Chinese Healthcare

      We explore investment opportunities in Chinese healthcare from fundamental and quantitative angles.

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