Causeway fundamental and quantitative research colleagues compare thoughts on the opportunity in India.
Our research team shares their analysis of the "Brexit" outcome.
We evaluate the downside risk of a UK withdrawal from the European Union, including implications for the UK financial sector.
How has the deceleration in Chinese real gross domestic product growth and the government’s boosting of stock markets shaped how we have positioned client portfolios? We present our research view of China in 2015.
We review the changing situation in Europe and highlight some of the opportunities in European banks presented by the Greek debt crisis.
The European Central Bank announced its monetary stimulus package on January 22, 2015. In this piece sent to our clients, Causeway examines the impact of additional liquidity on the Eurozone economy, currency, and equity markets.
We share our assessment of the Japanese market environment, including the economy’s prospects for improvement and the implications of current equity valuations.
Causeway gives our view on restructuring of the Spanish banking system and its implication for Europe.
Central banks globally have realized they must do everything in their power to avert the cataclysm of a eurozone break up.
As investors discard Europe, we face the sovereign debt crisis head-on.
We estimate the economic damage to the region and determine the implications for the global manufacturing supply chain, following the record-breaking March 2011 Japanese earthquake, tsunami, and nuclear crisis.
We examine the performance impact of an ESG approach, compare data providers, and share how we believe Causeway can improve the alpha potential of third party ESG data.
Causeway Funds invites you to view our 2Q17 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
Causeway's hedge fund research is published in the Journal of Alternative Investments.
Perhaps nowhere is this burden of investor skepticism more evident today than in the global energy sector. We share our fundamental approach to valuing stocks in the sector.
Causeway's May 2017 International Small Cap webinar is available for replay. Hear members of Causeway's investment research team discuss the investment opportunity today in international small cap equities.
Our research team shares their analysis of the upcoming French election, the ongoing Brexit negotiations, and potential market impacts.
Causeway Funds invites you to view our 1Q17 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
We share insights on the value investing cycle from our March 2017 client conference.
We demonstrate that small caps have the potential to reduce, not increase, portfolio volatility, and make strong arguments for an actively managed approach.
Causeway Funds invites you to view our 4Q16 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
Causeway's research team provides portfolio analysis of the US November election results.
Causeway Funds invites you to view our 3Q16 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.
Our research team describes the "self-help" theme embedded in client global and international value portfolios.