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    Causeway Capital Management

    Commentary

    What to Expect From Equities in the New World Order

    by Causeway Capital Management, 4/16/25

    While the US experiments with reordering the world’s trading system, uncertainty rises and volatility ensues. We are reminded of the delicate balance between safeguarding domestic interests and promoting a cooperative global trading system.

    Commentary

    Goodbye, Value Winter: The Unwinding of Financial Repression

    by Team of Causeway Capital Management, 2/3/22

    We have never seen anything like this. Governments and their central banks injected approximately $30 trillion of fiscal and monetary stimulus into the global economy from February 2020 to the end of 2021.

    View More

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