Bank Runs and Liquidity Challenges

Tag: relative value

Value Investing Masterclass - Asset TV

With a resurgence of interest in value investing, Brian Barish joins a panel of investors who compare international and domestic equities while sharing where they see opportunities and what they tend to avoid.

Asset-Liability Perils in the Banking Sector

The worst may be over, but we are heading into a dry desert of higher capital costs.

It’s Tough Out There… But It’s Not a Bear Market in Value Stocks

2023 Outlook: Cost of Capital” Bear Market becomes a cost of liquidity slog and other things to consider.

Past Peak Hawkishness

The worst may be over, but we are heading into a dry desert of higher capital costs.

Bear Market Ruminations

Thoughts on a bear market, recession, and other financial developments.

interest rates
interest rates
The Importance of Quality Following Interest Rate Hikes

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.