All About the Business Cycle: Potential Tailwinds for European Banks

BLOGS

All About the Business Cycle: Potential Tailwinds for European Banks

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.

Current Market Volatility - Ukraine & Policy Effects [updated]

Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.

Post Thanksgiving Indigestion 2021

The week of Thanksgiving has historically been a peaceful lull for investors. Staying true to 2021, events around the holiday were far from normal.

SMID Sailing: Celebrating 10 Years of the Cambiar SMID Fund

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.

China Heads Into Darker Waters

The near term investment risks and longer term implications of heightened interventionism by the Chinese Communist Party (CCP).

The Potential Impacts of Interest Rate Re-Normalization

As interest rates start to tick up to pre-pandemic levels, valuation risks for three major stock groups are likely to increase.

The Reddit Rally - Thoughts on the Current Market Volatility

What has transpired in the markets during the last week of January is an ironic twist to 2008. We examine.

Coronavirus - The Mutated Strain (Q&A)

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.

Post Election & Vaccine Update

Cambiar President Brian Barish discusses what the election results and news of a potential COVID vaccine could mean to equity markets.

The Virus Plaguing Value

After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present.  Why?

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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.