The Heat Is On – Can Europe Avoid an Energy Crisis?
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.
Barron's Interview - Todd Edwards
Portfolio Manager Todd Edwards details the attractiveness of international small cap stocks.
Cambiar President Brian Barish provides his insights on U.S. & International performance, asset class opportunities, and potential issues heading into 2020.
Recent Events in Italy
Recent events in Italy have led to a sharp drop in investor confidence and European valuations. Cambiar examines the parliamentary system and the potential long-term effects.
European Banks - Outlook
European Banks appear to be moving in the right direction. A few charts to substantiate this claim.
Opportunities in International Markets
Cambiar examines the benefits of international investing.