Tag: value investing

A unique second wave of inflation may already be emerging, driven less by strong demand and more by supply constraints, tariffs, and geopolitical pressures that could challenge markets still dependent on falling rates and easy liquidity.

In a volatile market shaped by geopolitical risk and inflation uncertainty, Cambiar is taking a two-minute offense approach, focusing on disciplined positioning and incremental opportunity.

Markets may be shifting beneath the surface. Brian Barish explores what could drive the next phase of the cycle and why disciplined investing may matter more than ever.

International healthcare may be one of the most overlooked long-term opportunities in global markets and the reasons why may surprise investors.

Cambiar Investment Principal Ania Aldrich shares her on-the-ground perspective after meeting with banks across the U.S. banking universe.

Markets keep climbing, but conviction feels shaky. We examine the optimism driving today’s melt-up and why investors might not be “standing on solid ground,” after all.