Divergence at its Peak

Tag: S&P 500

Cambiar Investors - active value global manager
Cambiar Investors - active value global manager
Midterm Election Years - Correction & Rebound

We examine market movements during midterm election years.

Domestic Markets - 3Q21 Review

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

Domestic Markets - 2Q21 Review

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

Domestic Markets - 1Q21 Review

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

Domestic Markets - 4Q20 Review

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. 

Domestic Markets - 3Q20 Review

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.