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.
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
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 / December 2023
Notes from the Road: Semiconductors, Real Estate, and the Japanese Consumer
Causeway analysts share research travel insights on semiconductors, real estate, and the Japanese consumer.
article / November 2023
Six Points with Harry Hartford
Causeway president and portfolio manager Harry Hartford shares six key portfolio and market outlook points for November.
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 / July 2023
What Have You Done for Me Lately?
We believe Rolls Royce and Samsung Electronics have further improvements not yet priced into their valuations.
article / March 2023
The End of Easy Money: Implications for the Banking Sector and Global Equities
Causeway's perspective on recent shocks to the banking sector and potential implications for global equities