Tag: relative value active manager
As interest rates ease and market uncertainty looms, value stocks may be positioned for renewed strength. Historically, similar conditions have led to outperformance in value stocks as stable, cash-generating companies attract investors seeking resilience amid market volatility.
In his the second part of his latest interview, Cambiar President Brian Barish chats about investment opportunities in Europe, China's recent stimulus plan, and the importance of military and defense stocks.
In his latest interview, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market breadth, and upcoming elections.
In this episode, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market breadth, and upcoming elections.
We examine the historical trend of value stocks outperforming growth stocks during election years, a pattern evident since 1980 and is particularly pronounced in small cap stocks.