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article / June 2024

Power Surge? AI’s Influence on Utility Markets

How AI's rising power demand can shape US and European utilities.

webcast / April 2024

Causeway Capital Webcasts: 1Q2024

Causeway Capital invites you to view our 1Q2024 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

webcast / January 2024

Causeway Capital Webcasts: 4Q2023

Causeway Capital invites you to view our 4Q2023 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

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 / November 2023

Six Points with Harry Hartford

Causeway president and portfolio manager Harry Hartford shares six key portfolio and market outlook points for November.

webcast / October 2023

Causeway Capital Webcasts: 3Q2023

Causeway Capital invites you to view our 3Q2023 series of quarterly webcasts. During these webcasts, we review performance of our strategies and share our investment outlook.

article / July 2023

What Have You Done for Me Lately?

We believe Rolls Royce and Samsung Electronics have further improvements not yet priced into their valuations.

article / March 2023

The End of Easy Money: Implications for the Banking Sector and Global Equities

Causeway's perspective on recent shocks to the banking sector and potential implications for global equities