Money Life Interview – Adam Ballantyne

Tag: value investing

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.

business cycle
business cycle
All About the Business Cycle: Potential Tailwinds for European Banks

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.

Value Investing is Back - MarketWatch Interview

Brian Barish discussed with MarketWatch the importance of looking for companies with high free cash flow and built-in inflation protection.

Current Market Volatility - Ukraine & Policy Effects [updated]

Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.