Rewards for Patience
Causeway has used recent market pessimism to increase exposure to developed markets stocks afflicted by China's zero-Covid policy.
Causeway Funds Webcasts: 3Q2022
Causeway Funds invites you to view our 3Q2022 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
Value in Disguise
In the liminal space between “value” and “growth” hide underearning companies that may have some of the greatest return potential in today’s equity markets.
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.
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.
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.
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.
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.
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.
article / October 2017
Harnessing Changes in Chinese Healthcare
We explore investment opportunities in Chinese healthcare from fundamental and quantitative angles.
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.