Tag: SMA

A recap on what happened in the U.S. market during the last quarter.

A recap on what happened in the U.S. market during the last quarter.

Cambiar views the outlook for international equities to be attractive, on both an absolute basis as well as relative to the U.S. markets.

Inflation and Steepening Yields – False Dawn or Beginning of a Trend?

Inflation and Steepening Yields – False Dawn or Beginning of a Trend?

The ‘gro-mo’ trade (growth and momentum) has reached a level where Nasdaq stocks are outperforming the broader market by magnitudes last seen in the dotcom bubble.