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      Risk Lens
      June 2025

      Measuring Manager Skill: Q&A with Arjun Jayaraman

      A discussion of manager skill tools available in Risk Lens, including past active performance, downside capture, upside capture, and batting average.

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      Quantitative Investing
      June 2025

      Alpha Without Borders: Global Systematic Equity

      GSE is a quantitative strategy designed to seek alpha across regions, market regimes, and company sizes.

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      Quantitative Investing
      April 2025

      Global Investing, Evolved: Global Systematic Equity

      GSE is a quantitative, actively managed global equity strategy built to adapt across market regimes.

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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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      article / September 2021

      Regulation or Strangulation? Interpreting China’s Regulatory Push

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

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      article / July 2021

      Value Investing in the Energy Transition

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

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