June 2024
Investing Across the AI Cycle
Identifying the overlooked beneficiaries of AI's technology cycle.
June 2024
Power Surge? AI’s Influence on Utility Markets
How AI's rising power demand can shape US and European utilities.
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.
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.
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
article / February 2024
Emerging Markets Revival: Six Points with Arjun Jayaraman
Six reasons why EM equities are exhibiting a new, more diverse vitality.
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
article / January 2024
Emerging Markets 2024: Beyond Traditional Notions
It is time to shed old notions of emerging markets equities, says Arjun Jayaraman.
webcast / October 2023
Causeway Capital Webcasts: 3Q2023
Causeway Capital invites you to view our 3Q2023 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
webcast / 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.
Causeway International Value / Causeway Global Value Fund
Causeway Emerging Markets / Causeway International Opportunities
Causeway International Small Cap Fund
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.