Equity Risk Premium & New Market Leaders

Tag: interest rates

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.

Post Election & Vaccine Update

Cambiar President Brian Barish discusses what the election results and news of a potential COVID vaccine could mean to equity markets.

Interest Rates & Emerging Markets: That Late '90s Feeling

Cambiar President Brian Barish provides his mid-year commentary and analyzes the similarities between current market conditions and that of 20 years ago.

The Jackson Accord - Addendum

Our latest white paper discussing post-election effects.