The Underestimated Recovery Ahead
A near-term case for economically cyclical and Covid-impacted stocks, and their amplified profit potential.
Causeway Funds Webcasts: 4Q2020
Causeway Funds invites you to view our 4Q2020 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
A Value Manager’s Take on Disruption: The Energy Transition (Webinar)
Causeway discusses the transition to cleaner energy and the compelling value investment opportunities in related industries.
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.
article / January 2017
Step Change: India
Causeway fundamental and quantitative research colleagues compare thoughts on the opportunity in India.
article / June 2015
Graduation Day: The Broadening Opportunity Set of MSCI Emerging Markets
What are the implications of adding new markets to the widely followed MSCI Emerging Markets benchmark? We examine the effects of "graduating" markets on the emerging markets investable universe.