Bank Runs and Liquidity Challenges
Tag: Colorado asset management


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.


The Importance of Quality Following Interest Rate Hikes
As inflation levels remain elevated, the Federal Reserve has responded by raising the cost of capital. Cambiar examines the benefits of owning quality in past periods of tightening liquidity conditions.


All About the Business Cycle: Potential Tailwinds for European Banks
We examine why inflation and the war in Ukraine may only reinforce some of the strong business cycle trends found in the European banking sector.