Causeway Capital Management: Insights

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July 2026

Causeway’s AI Business Disruption Factor

How can investors measure AI disruption risk? Discover Causeway's eight-factor AI Business Disruption Risk framework for evaluating companies, portfolios, and industries.

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Region / Sector

July 2026

The Code Is Not the Moat

AI can write code, but can it replicate the competitive advantages of enterprise resource planning software?

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Global Markets

July 2026

Causeway Capital Webcasts: 2Q2026

Causeway Capital invites you to view our 2Q2026 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

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article / 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.

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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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.

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