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      Causeway Analytics
      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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      Emerging Markets
      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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      Global Markets
      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.

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      article / November 2022

      Rewards for Patience

      Causeway has used recent market pessimism to increase exposure to developed markets stocks afflicted by China's zero-Covid policy.

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      article / September 2021

      Regulation or Strangulation? Interpreting China’s Regulatory Push

      How can investors get comfortable with the regulatory risk of investing in China?

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      article / June 2021

      Local Champions: The Upside Potential in Chinese Companies

      From beneficiaries of onshoring to founder-led businesses, Causeway portfolio manager Fusheng Li is identifying upside in Chinese equities while seeking to manage the market's risks.

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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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      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 / July 2015

      Paying the Piper: Economic Reform in China

      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.

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      article / July 2012

      China: Valuation Is the Lure

      Portfolio managers Arjun Jayaraman, MacDuff Kuhnert, and Kevin Durkin discuss how Causeway implements its view of China in both developed and emerging markets portfolios.

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