Emerging Markets
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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Value Investing
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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ESG Investing
April 2019

ESG Masterclass

Senior research analyst Mozaffar Khan appears on AssetTV to discuss ESG investing.

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webcast / April 2019

Causeway Funds Webcasts: 1Q2019

Causeway Funds invites you to view our 1Q2019 series of quarterly webcasts. During these webcasts, we review performance of our funds and share our investment outlook.

Causeway International Value / Causeway Global Value Fund
Causeway Emerging Markets / Causeway International Opportunities / Causeway International Small Cap Fund
Causeway Global Absolute Return Fund

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article / April 2019

But What if the Cycle Turns...?

We examine the effects of massive global monetary accommodation on public equity markets, and the potential for a value recovery when the liquidity spigot turns lower.

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article / February 2019

Causeway Brexit Scenarios

We assess the potential impact of Brexit on Causeway's global and international value portfolios

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article / January 2019

Buy the Cyclicals, the Unpopular, and the Neglected

Learn why we see opportunity in some of the most neglected parts of the global equity market.

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article / January 2019

Corporate Governance, ESG, and Stock Returns around the World

We constructed governance and ESG metrics, in contrast to the off-the-shelf metrics, that yield statistically and economically significant alpha in a global investable universe.

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video / January 2019

ESG and Alpha

We approach the question of where there is alpha in ESG by constructing new governance and ESG scores, drawing on economic concepts from the academic literature.

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article / December 2018

Holiday Stress Tests

In recent months, political turmoil across Europe has contributed to the underperformance of the region’s bank stocks. We see a compelling opportunity to invest in banks with abundant capital, disciplined underwriting, and rising dividend payout ratios at valuations that are near crisis levels.

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article / August 2018

Value and Earnings Estimates Revisions – A Powerful Pairing

This paper highlights how new areas of convergence have empowered our portfolio managers to address the challenges of value investing in today’s markets.

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Terms and Conditions of Use:

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.

The Fund and its sub-funds are only authorised in certain jurisdictions.

This website is not aimed at any US person (as defined by Regulations S of the US Securities Act of 1933) and is not for distribution and does not constitute an offer to or solicitation to buy any securities in the United States. Purchase orders from US investors or other ineligible investors will not be accepted. This site is not intended for US persons. If you are trying to find information about the Causeway Funds registered for sale in the United States, please go to our Funds page . Restrictions may also apply to residents of other countries.

Subscriptions will only be received and shares issued on the basis of the current prospectus for the Fund and relevant supplement for a sub-fund. It is your responsibility to use such prospectus and supplement, and by making an application you will be deemed to represent that you have read such prospectus and supplement and agree to be bound by its contents. Copies of the prospectus, supplements and, when available, other reports can be obtained from this website. The Fund prices contained in this website are indicative only and should not be relied upon for dealing. No warranty or representation is made with respect to the information contained in this website, including, without limitation, that the information is accurate, complete or timely. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form. Past performance is not indicative of future results.

The information on this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website. Unless otherwise specified, it is not intended to be directed to any person(s) in particular. Information from this website must not be used in any jurisdiction where prohibited by law and must not be used in a way that would be contrary to local law or legislation. You should not access this site or information on this site if you know that your access would contravene applicable local, national or international laws. No investment advice, tax advice, or legal advice is provided through this website, and you agree that this website will not be used by you for these purposes. No representation is given that shares, products, or services identified on, or accessible through, this website are suitable for any particular investor.

By clicking the box below, you confirm and represent that you are from an eligible jurisdiction to review material relating to the Fund, or that you are authorised to conduct investment business in the jurisdiction within which you are resident and, under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes). It is critical that the information you provide is accurate and a failure to provide accurate information will be a material breach of these terms and conditions.

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