Regulation or Strangulation? Interpreting China’s Regulatory Push
How can investors get comfortable with the regulatory risk of investing in China?
A Value Manager’s Take on Disruption: Central Bank Digital Currencies
We discuss some of the potential limitations and regulatory concerns surrounding cryptocurrencies and stablecoins, how central bank digital currencies fit into this landscape, and what the future may hold for incumbent financial services providers.
Causeway Funds Webcasts: 2Q2021
Causeway Funds invites you to view our 2Q2021 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
article / July 2021
Value Investing in the Energy Transition
Outside of expensive renewables pure plays, how can investors participate in the energy transition?
webinar / March 2021
A Value Manager's Take On Disruption: ESG At Causeway (Webinar)
Sustainability and corporate responsibility drive consumer, policy, and company priorities, now more than ever before. A discussion of Causeway's approach to ESG considerations.
article / March 2021
Forging an Alpha-Centric Approach to ESG
A discussion of ESG's relation to alpha, incorporating ESG into an investment framework, ways to evaluate managers on ESG, and how the field is evolving.
ESG alpha, novel metrics and integration in the investment process
Mo Khan appeared on Investment Magazine’s Market Narrative podcast with Alex Proimos to discuss his work on ESG at Causeway.
video / May 2020
Senior research analyst Mozaffar Khan appears on AssetTV to examine ESG trends, integration and awareness.
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.