Roundtable Regroup – Banks, Casinos, and Comedians

MARKET INSIGHTS

Roundtable Regroup – Banks, Casinos, and Comedians

After a month full of RIA and Institutional conferences and meetings, we answer the most pressing questions we heard from clients.

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.

The Heat Is On - Can Europe Avoid an Energy Crisis?

Europe so far has been able to manage through the energy crisis brought on by the Ukraine War. However, to jump-start their economy, they may need to increase their purchases of higher-priced global LNG. We examine the economic landscape.

Asset-Liability Perils in the Banking Sector

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

K.I.S.S. - Keeping it Simple in Smaller Caps

What could be in store for small cap equities in 2023? With heightened uncertainty, keeping to a simple game plan can pay dividends.

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.

small cap equities
small cap equities
Navigating Through Small Cap Equities in Today's Volatile Environment

Cambiar Small Cap and SMID Value PMs, Andy Baumbusch and Colin Dunn discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesses.

risk premiums
risk premiums
Equity Risk Premium & New Market Leaders

Cambiar President Brian Barish joins the podcast again and sheds some light on the rise of equity risk premiums and what recent earnings reports are saying about stocks.

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