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      Small Cap
      May 2023

      Spotlight on International Small Caps

      Why we believe international small cap equities are overlooked, underinvested, and ripe for active management.

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      Global Markets
      April 2023

      Causeway Funds Webcasts: 1Q2023

      Causeway Funds invites you to view our 1Q2023 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

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      Value Investing
      March 2023

      The End of Easy Money: Implications for the Banking Sector and Global Equities

      Causeway's perspective on recent shocks to the banking sector and potential implications for global equities

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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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      article / February 2017

      The Big Impact of International Small Caps

      We demonstrate that small caps have the potential to reduce, not increase, portfolio volatility, and make strong arguments for an actively managed approach.

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