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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.

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.