The Inflation Story Investors May Be Missing
Tag: industrials
From Munich to markets - Cambiar’s International team breaks down what they’re hearing from European companies.
In this episode, we explore the evolving landscape of industrial REITs, logistics, and platform businesses. Cambiar’s Adam Ballantyne discusses how consolidation has reshaped industries, why Uber and Airbnb are thriving, and what rising interest rates mean for real estate.
As Cambiar celebrates its 50th anniversary, we delve into the significant events that unfolded in the stock market over the past five decades.