Don’t Ignore History: Cyclical Stocks Have Led Market Recoveries
History may hold the key to the next market leaders. We examine the potential for economically cyclical stocks to once again propel a global market rebound.
Senior research analyst Mozaffar Khan appears on AssetTV to examine ESG trends, integration and awareness.
Value’s Next Act
We believe value stocks demonstrate more alpha-generation potential than ever before—and not simply because we believe in mean reversion.
article / October 2019
Corporate Governance, ESG, and Stock Returns around the World
We constructed governance and ESG metrics that yield statistically and economically significant alpha in a global investable universe. Our research is featured in the CFA Institute's Financial Analysts Journal.
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.
video / April 2019
Senior research analyst Mozaffar Khan appears on AssetTV to discuss ESG investing.
video / January 2019
ESG and Alpha
We approach the question of where there is alpha in ESG by constructing new governance and ESG scores, drawing on economic concepts from the academic literature.
webinar / August 2018
ESG and Alpha Webinar
Is there alpha in ESG? We approach this question by constructing new governance and ESG scores, drawing on economic concepts from the academic literature.
article / September 2017
ESG and Alpha: The Role of Materiality
We share new evidence that sheds light on whether there is a potential tradeoff between return performance and ESG investing.
article / July 2017
Causeway’s Observations on Environmental, Social, Governance Investing and Ratings
We scrutinize the performance impact of an ESG approach, compare data providers, and share how we believe Causeway can improve the alpha potential of third party ESG data.
article / November 2012
Sustainable Investing: Finding the Balance
We discuss how an environmental, social, and governance (ESG) perspective affects our decision making.