K.I.S.S. – Keeping it Simple in Smaller Caps
Tag: interest rates
2023 Outlook: Cost of Capital” Bear Market becomes a cost of liquidity slog and other things to consider.
Cambiar Senior Analyst Adam Ballantyne recently spoke with Chuck Jaffe about the Fed's recent actions and areas of the market we find interesting during these uncertain times.
The worst may be over, but we are heading into a dry desert of higher capital costs.
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.
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.