Causeway Capital Management: Insights

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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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video / May 2024

Risk Lens: International Small Cap Findings

We screened the highest-performing international small cap equity funds over the last three years.

article / November 2015

Under The Manager Microscope: Causeway's Risk Lens (Webcast Slides)

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article / November 2015

Under The Manager Microscope: Causeway’s Risk Lens

How is your investment manager “spending” your portfolio’s risk budget?

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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.

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