MARKET INSIGHTS
After a month full of RIA and Institutional conferences and meetings, we answer the most pressing questions we heard from clients.
Recent developments in the global financial sector have triggered an elevated range of questions. We provide our roadmap to navigating this space.
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.
The worst may be over, but we are heading into a dry desert of higher capital costs.
What could be in store for small cap equities in 2023? With heightened uncertainty, keeping to a simple game plan can pay dividends.
2023 Outlook: Cost of Capital” Bear Market becomes a cost of liquidity slog and other things to consider.
The worst may be over, but we are heading into a dry desert of higher capital costs.
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.
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.
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.