Tag: AI

In a volatile market shaped by geopolitical risk and inflation uncertainty, Cambiar is taking a two-minute offense approach, focusing on disciplined positioning and incremental opportunity.

Markets may be shifting beneath the surface. Brian Barish explores what could drive the next phase of the cycle and why disciplined investing may matter more than ever.

Cambiar Investment Principal Ania Aldrich shares her on-the-ground perspective after meeting with banks across the U.S. banking universe.

Markets keep climbing, but conviction feels shaky. We examine the optimism driving today’s melt-up and why investors might not be “standing on solid ground,” after all.

From Munich to markets - Cambiar’s International team breaks down what they’re hearing from European companies.

The spread between growth and value stocks has reached levels not seen since the 2000 tech bubble. With potential lower interest rates and a slowing economy on the horizon, value may be poised for renewed leadership.