We examine why inflation and the war in Ukraine may only reinforce some of the strong business cycle trends found in the European banking sector.
Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.
The week of Thanksgiving has historically been a peaceful lull for investors. Staying true to 2021, events around the holiday were far from normal.
A decade after the launch of a SMID Fund at Cambiar Investors, Co-Portfolio Managers Andrew Baumbusch and Colin Dunn sat down to discuss the asset class and what makes their approach unique.
The near term investment risks and longer term implications of heightened interventionism by the Chinese Communist Party (CCP).
As interest rates start to tick up to pre-pandemic levels, valuation risks for three major stock groups are likely to increase.
What has transpired in the markets during the last week of January is an ironic twist to 2008. We examine.
In our third Q&A segment on COVID-19, Cambiar Senior Analyst Charmaine Chan provides insights into the mutated version of the virus and the efficacy of vaccines.
Cambiar President Brian Barish discusses what the election results and news of a potential COVID vaccine could mean to equity markets.
After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present. Why?
What’s happening in the capital markets? We want to give you something to think about. Stay informed with our latest blogs and learn more about the emerging trends Cambiar is seeing right now.