Past Peak Hawkishness

Tag: Colorado asset management

Bear Market Ruminations

Thoughts on a bear market, recession, and other financial developments.

interest rates
interest rates
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.

business cycle
business cycle
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.

Current Market Volatility - Ukraine & Policy Effects [updated]

Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.

Evolution as Endemic at Cambiar

The importance of making high-quality decisions on behalf of our clients.

Post Thanksgiving Indigestion 2021

The week of Thanksgiving has historically been a peaceful lull for investors. Staying true to 2021, events around the holiday were far from normal.