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      Region / Sector Specific
      June 2024

      Investing Across the AI Cycle

      Identifying the overlooked beneficiaries of AI's technology cycle.

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      Region / Sector Specific
      June 2024

      Power Surge? AI’s Influence on Utility Markets

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

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      Emerging Markets
      June 2024

      Comments on India’s Election

      Emerging markets portfolio manager Arjun Jayaraman comments on Indian election outcomes and what they might mean for India's equity market.

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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.

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      video / April 2024

      International Small Cap: Full Speed Ahead

      How Causeway's International Small Cap strategy generated 17% alpha net of fees over the last twelve months, and why portfolio characteristics continue to be as attractive as at any time in the last three years.

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      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.

      Causeway International Value / Causeway Global Value
      Causeway Emerging Markets / Causeway International Opportunities
      Causeway International Small Cap

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      article / March 2024

      Risky Business: Causeway Risk Lens Turns Five

      Causeway shares the evolution and key features of its Risk Lens application on its five-year anniversary.

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      article / February 2024

      Emerging Markets Revival: Six Points with Arjun Jayaraman

      Six reasons why EM equities are exhibiting a new, more diverse vitality.

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      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.

      Causeway International Value / Causeway Global Value
      Causeway Emerging Markets / Causeway International Opportunities
      Causeway International Small Cap

      Read More
      article / January 2024

      Emerging Markets 2024: Beyond Traditional Notions

      It is time to shed old notions of emerging markets equities, says Arjun Jayaraman.

      Read More Download PDF
      video / January 2024

      Small Caps 2024: Poised to Catch Up

      From valuations to interest rate movements, 2024 might just be the year for small cap equities.

      Read More Download PDF

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