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      Emerging Markets
      November 2025

      Multi-Year Tailwinds May Be Taking Shape for Emerging Markets Equities

      After years of US dominance, conditions appear to be aligning to make EM particularly attractive for allocators.

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      Small Cap
      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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      Global Markets
      October 2025

      Causeway Capital Webcasts: 3Q2025

      Causeway Capital invites you to view our 3Q2025 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

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      article / October 2025

      Stablecoin: Finally, a Disruptive Blockchain Application?

      Stablecoins' value may lie not in disruption, but in helping traditional banks modernize how money moves.

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      article / September 2025

      Will AI Make Big Pharma Obsolete?

      How AI is reshaping drug discovery and what it could mean for global pharmaceuticals.

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      article / March 2025

      Notes from the Road- Japan Travel Research

      How Japanese companies are adapting to shifting global trade dynamics, AI innovations, and more.

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      article / October 2024

      Notes from the Road: Japanese IT, Healthcare Technology, Insurance Reform, and More

      Causeway analysts share research travel insights on Japanese IT, healthcare technology, insurance reform, and more.

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      article / December 2023

      Notes from the Road: Semiconductors, Real Estate, and the Japanese Consumer

      Causeway analysts share research travel insights on semiconductors, real estate, and the Japanese consumer.

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      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?

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      article / November 2021

      Covid, Supply Chain, Inflation, Oh My!

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

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      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.

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