Soaring Success: How Aerospace Investments Have Propelled CAMX in 2024

COMMENTARY

Soaring Success: How Aerospace Investments Have Propelled CAMX in 2024

Explore the latest commentary for the Cambiar Aggressive Value ETF, featuring insights on key performers and strategic moves driving performance.

red graph line going up with percentage sign over it. Describing cost of capital going up.
red graph line going up with percentage sign over it. Describing cost of capital going up.
Cost of Capital - Year 2

In his latest letter to our clients, Cambiar President Brian Barish reflects back on the fiscal year.

Bank Runs and Liquidity Challenges

Recent developments in the global financial sector have triggered an elevated range of questions. We provide our roadmap to navigating this space.

Asset-Liability Perils in the Banking Sector

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

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.

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.