September 2025
Catching Risks, Sharpening Signals
How fundamental research strengthens quantitative strategies.
September 2025
Fiscal Strains in the UK and France: Paths Toward Debt Sustainability
Institutional safeguards and policy frameworks can reduce the risks of growing UK and France fiscal pressures.
August 2025
Donuts Are Good For You: Q&A with Portfolio Manager Joe Gubler
Risk Lens helps advisers analyze portfolio risk and skill with the Risk Allocation Donut.
article / March 2025
Notes from the Road- Japan Travel Research
How Japanese companies are adapting to shifting global trade dynamics, AI innovations, and more.
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.
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.
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?
article / November 2021
Covid, Supply Chain, Inflation, Oh My!
Causeway portfolio managers share how they are positioning portfolios amid supply chain disruptions.
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.
article / September 2021
Regulation or Strangulation? Interpreting China’s Regulatory Push
How can investors get comfortable with the regulatory risk of investing in China?
article / July 2021
Value Investing in the Energy Transition
Outside of expensive renewables pure plays, how can investors participate in the energy transition?