Thoughts on a bear market, recession, and other financial developments.
A recap on what happened in the U.S. market during the last quarter.
Cambiar views the outlook for international equities to be attractive, on both an absolute basis as well as relative to the U.S. markets.
Cambiar International PMs provide their insights on what metrics they are focused on as regions of the world reaccelerate into a post-COVID recovery.
Inflation and Steepening Yields – False Dawn or Beginning of a Trend?