Tag: interest rates
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.
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.
Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.
As interest rates start to tick up to pre-pandemic levels, valuation risks for three major stock groups are likely to increase.