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      Sustainable Investing
      August 2023

      ESG Misconceptions: Putting Problems in Perspective Can Lead to Better Solutions

      Mo Khan’s recent work examining common critiques and misconceptions of ESG investing was recently published in the Journal of Impact & ESG Investing

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      Small Cap
      August 2023

      Small Caps Surprise: Value Matters More than Growth

      Value, not growth, has been the stronger driver of returns in global small cap equities.

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      Global Markets
      July 2023

      Causeway Funds Webcasts: 2Q2023

      Causeway Funds invites you to view our 2Q2023 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

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      article / September 2021

      Don’t Fear the Fed: The Impact of Monetary Tightening on Emerging Markets Equities

      The current tightening cycle may not be grounds for avoiding emerging markets equities.

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      article / May 2021

      Price is Everything

      Causeway portfolio managers share their perspectives on cyclicals leading the pandemic reopening rally, and how they are repositioning client portfolios as a result.

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      article / November 2019

      Causeway China Research Journal: The Returnees

      We share key conclusions from our recent China research trip, which illuminated the opportunity presented by the world’s second largest equity market.

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      video / June 2019

      Causeway Emerging Markets Performance Review and Outlook

      In this video commentary, we discuss drivers of recent performance and the outlook for Causeway's Emerging Markets Equity Strategy.

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      article / May 2019

      Highlights from Causeway Convergence 2019

      We share investment videos from the Causeway research team on topics we featured at our March 2019 client conference.

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      article / June 2018

      Adventures in China A Shares

      With the inclusion of China A share stocks in select MSCI indices, the emerging markets opportunity set continues to evolve. We assess opportunities and risks to consider when evaluating this growing market.

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      article / October 2017

      Harnessing Changes in Chinese Healthcare

      We explore investment opportunities in Chinese healthcare from fundamental and quantitative angles.

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      article / February 2017

      The Big Impact of International Small Caps

      We demonstrate that small caps have the potential to reduce, not increase, portfolio volatility, and make strong arguments for an actively managed approach.

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