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.
Highlights from Causeway Convergence 2019
We share investment videos from the Causeway research team on topics we featured at our March 2019 client conference.
Senior research analyst Mozaffar Khan appears on AssetTV to discuss ESG investing.
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.
article / October 2017
Harnessing Changes in Chinese Healthcare
We explore investment opportunities in Chinese healthcare from fundamental and quantitative angles.
article / February 2017
The Big Impact of International Small Caps
We demonstrate that small caps have the potential to reduce, not increase, portfolio volatility, and make strong arguments for an actively managed approach.
article / January 2017
Step Change: India
Causeway fundamental and quantitative research colleagues compare thoughts on the opportunity in India.
article / June 2015
Graduation Day: The Broadening Opportunity Set of MSCI Emerging Markets
What are the implications of adding new markets to the widely followed MSCI Emerging Markets benchmark? We examine the effects of "graduating" markets on the emerging markets investable universe.
article / October 2014
Scrappy Small Caps: Introducing Causeway International Small Cap Fund
We combine quantitative research with fundamental industry knowledge to access lucrative opportunities in small cap stocks.
article / March 2014
Broken Mirror: Better Times Ahead for Emerging Markets Equity?
After six cumulative years of lagging returns, why bother with emerging markets? We find opportunities in the struggling asset class.
article / December 2013
Why Quant? The Case for a Quantitative Approach to Emerging Markets
The future of global economic growth may lie with developing economies, but the emerging markets equity landscape is a minefield that requires careful navigation.