Celebrating 50 Years of Cambiar Investors

Tag: industrials

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.