Contact Us

Contact Us

Contact us to learn more about our insights
‪

    * Required information

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    ‬
    Subscribe

    Subscribe to Causeway Insights, delivered to your inbox.

      * Required information

      This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

      Value Investing
      November 2023

      Six Points with Harry Hartford

      Causeway president and portfolio manager Harry Hartford shares six key portfolio and market outlook points for November.

      Read More
      Global Markets
      October 2023

      Causeway Capital Webcasts: 3Q2023

      Causeway Capital invites you to view our 3Q2023 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

      Read More
      Region / Sector Specific
      October 2023

      Notes from the Road

      Causeway analysts share primary research insights on Japan, semiconductor cycles, pharmaceutical legislation, China A-shares, and industrials.

      Read More
      article / April 2022

      The Electric Vehicle Transition

      Are electric vehicles sounding the death knell for traditional auto manufacturers or are there investment opportunities for value-focused investors?

      Read More Download Slide Deck
      article / November 2021

      Covid, Supply Chain, Inflation, Oh My!

      Causeway portfolio managers share how they are positioning portfolios amid supply chain disruptions.

      Read More Download PDF
      webcast / October 2021

      A Value Manager's Take On Disruption: Advancements In Precision Medicine

      The emerging practice of precision medicine, the use of genetic or other biomarker information to tailor treatments, has already led to life-changing healthcare breakthroughs for patients fighting cancer and other diseases. We discuss the past, present and future of precision medicine and discuss some of the investment opportunities we are uncovering in this area.

      Read More Download PDF
      article / September 2021

      Regulation or Strangulation? Interpreting China’s Regulatory Push

      How can investors get comfortable with the regulatory risk of investing in China?

      Read More
      article / July 2021

      Value Investing in the Energy Transition

      Outside of expensive renewables pure plays, how can investors participate in the energy transition?

      Read More Download PDF
      article / June 2021

      Local Champions: The Upside Potential in Chinese Companies

      From beneficiaries of onshoring to founder-led businesses, Causeway portfolio manager Fusheng Li is identifying upside in Chinese equities while seeking to manage the market's risks.

      Read More Download PDF
      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.

      Read More Download PDF
      article / March 2021

      Global Value Technology Stocks are Proving Resilient Amid Sell-Off

      Cash flow generative technology stocks may rerate meaningfully as valuation reasserts its importance in the sector.

      Read More

      Terms and Conditions of Use:

      Please read the following before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which Causeway Funds plc is authorised for sale.

      Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.

      The Fund and its sub-funds are only authorised in certain jurisdictions.

      This website is not aimed at any US person (as defined by Regulations S of the US Securities Act of 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the United States. Purchase orders from US investors or other ineligible investors will not be accepted. This site is not intended for US persons. If you are trying to find information about the Causeway Funds registered for sale in the United States, please go to our Funds page . Restrictions may also apply to residents of other countries.

      Subscriptions will only be received and shares issued on the basis of the current prospectus for the Fund and relevant supplement for a sub-fund. It is your responsibility to use such prospectus and supplement, and by making an application you will be deemed to represent that you have read such prospectus and supplement and agree to be bound by its contents. Copies of the prospectus, supplements and, when available, other reports can be obtained from this website. The Fund prices contained in this website are indicative only and should not be relied upon for dealing. No warranty or representation is made with respect to the information contained in this website, including, without limitation, that the information is accurate, complete or timely. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form. Past performance is not indicative of future results.

      The information on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website. Unless otherwise specified, it is not intended to be directed to any person(s) in particular. Information from this website must not be used in any jurisdiction where prohibited by law and must not be used in a way that would be contrary to local law or legislation. You should not access this site or information on this site if you know that your access would contravene applicable local, national or international laws. No investment advice, tax advice, or legal advice is provided through this website, and you agree that this website will not be used by you for these purposes. No representation is given that shares, products, or services identified on, or accessible through, this website are suitable for any particular investor.

      By clicking the box below, you confirm and represent that you are from an eligible jurisdiction to review material relating to the Fund, or that you are authorised to conduct investment business in the jurisdiction within which you are resident and, under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes). It is critical that the information you provide is accurate and a failure to provide accurate information will be a material breach of these terms and conditions.

      If you are a resident of any other country please view our strategies.