Money Life Interview – Adam Ballantyne
Tag: value investing
The worst may be over, but we are heading into a dry desert of higher capital costs.
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.
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.
Brian Barish discussed with MarketWatch the importance of looking for companies with high free cash flow and built-in inflation protection.
Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.