The Importance of Quality Following Interest Rate Hikes

Tag: interest rates

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.

small cap equities
small cap equities
Navigating Through Small Cap Equities in Today's Volatile Environment

Cambiar Small Cap and SMID Value PMs, Andy Baumbusch and Colin Dunn discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesses.

risk premiums
risk premiums
Equity Risk Premium & New Market Leaders

Cambiar President Brian Barish joins the podcast again and sheds some light on the rise of equity risk premiums and what recent earnings reports are saying about stocks.

Current Market Volatility - Ukraine & Policy Effects [updated]

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

International Equity - 1Q21 Insights & Outlook

Cambiar International PMs provide their insights on what metrics they are focused on as regions of the world reaccelerate into a post-COVID recovery.

The Potential Impacts of Interest Rate Re-Normalization

As interest rates start to tick up to pre-pandemic levels, valuation risks for three major stock groups are likely to increase.