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      Global Markets
      April 2026

      Causeway Capital Webcasts: 1Q2026

      Causeway Capital invites you to view our 1Q2026 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

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      Region / Sector
      April 2026

      Causeway Market Commentary: A Conflict Nearing An Inflection Point Presents Investment Risks and Opportunities

      We believe the conflict is nearing an "inflection point" where geopolitical risk premiums may begin to decompress rapidly as global supply chains demonstrate resilience via alternate energy sources and substitution effects. 

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      Region / Sector
      March 2026

      Notes from the Road: The New Infrastructure Cycle

      A new global investment cycle is underway.

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      video / November 2025

      Avoiding Zombies: Why Fundamental Review Matters in Small Cap Investing

      Using fundamentals to spot and exclude weak small cap companies.

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      video / September 2025

      Catching Risks, Sharpening Signals

      How fundamental research strengthens quantitative strategies.

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      video / June 2025

      Alpha Without Borders: Global Systematic Equity

      GSE is a quantitative strategy designed to seek alpha across regions, market regimes, and company sizes.

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      video / April 2025

      Global Investing, Evolved: Global Systematic Equity

      GSE is a quantitative, actively managed global equity strategy built to adapt across market regimes.

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      article / November 2020

      Separating the Wheat from the Chaff: Seeking to Identify Long-Term Winners Using Causeway’s Competitive Strength Score

      An industry’s competitive landscape and a company’s position within it have been closely linked to changes in profitability and, ultimately, a stock’s return potential. In this research piece, we discuss Causeway’s quantitative competitive strength framework that we believe addresses some of these important issues and aids in stock selection.

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      video / February 2020

      Quick Takes: Big Data and Machine Learning

      Causeway quantitative analysts debut ways they harness the power of big data for investment strategies.

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      video / February 2020

      Quick Takes: Alternative Data

      In this video, Causeway quantitative analysts highlight two unique sources of alternative data that we now use in our investment processes.

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      article / February 2020

      Data, Data Everywhere but Don’t Forget to Think

      Causeway shares examples of harnessing the potential alpha in new data sources, tools and techniques.

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