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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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      Emerging Markets
      February 2026

      Korea’s Rally—More Than Memory

      A memory upcycle catalyzed South Korea’s recent rally. Reform, macro support, and broader industrial leadership should sustain it.

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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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