We examine market movements during midterm election years.
As inflation levels remain elevated, the Federal Reserve has responded by raising the cost of capital. Cambiar examines the benefits of owning quality in past periods of tightening liquidity conditions.
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.
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.