It’s Tough Out There… But It’s Not a Bear Market in Value Stocks

COMMENTARY

It’s Tough Out There… But It’s Not a Bear Market in Value Stocks

2023 Outlook: Cost of Capital” Bear Market becomes a cost of liquidity slog and other things to consider.

Past Peak Hawkishness

The worst may be over, but we are heading into a dry desert of higher capital costs.

Bear Market Ruminations

Thoughts on a bear market, recession, and other financial developments.

Evolution as Endemic at Cambiar

The importance of making high-quality decisions on behalf of our clients.

Global Markets - 3Q21 Review

A recap on what happened in international markets during the last quarter.

Domestic Markets - 3Q21 Review

A recap on what happened in the U.S. market during the last quarter.

Domestic Markets - 2Q21 Review

A recap on what happened in the U.S. market during the last quarter.

Global Markets - 2Q21 Review

Cambiar views the outlook for international equities to be attractive, on both an absolute basis as well as relative to the U.S. markets.

International Equity - 1Q21 Insights & Outlook

Cambiar International PMs provide their insights on what metrics they are focused on as regions of the world reaccelerate into a post-COVID recovery.

Large Cap Value - 1Q21 Insights & Outlook

Cambiar President Brian Barish answers the most pressing questions about inflation, digital currencies, and the potential risks facing U.S. equities.

Stay Connected

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.