International value stocks continue to trade at a huge discount relative to their growth peers. We examine the current landscape.
The first part in our disruption series, Investment Principal Munish Malhotra examines the massive changes taking place in the semiconductor industry.
The (not so) Brave New World of Thinner Markets, Erratic Price Discovery, and Decreased Liquidity.
Cambiar examines market movements during midterm election years.
U.S. markets continue to outperform their international counterparts in 2018, with the performance gap widest on record. Cambiar examines what could turn the tide.
The rise of the Chinese middle class is having a profound impact on the travel industry. Cambiar explores the growth.
Recent events in Italy have led to a sharp drop in investor confidence and European valuations. Cambiar examines the parliamentary system and the potential long-term…
Who are the winners and losers of the recent ruling allowing for sports betting in the U.S.?
Supply constraints, steady demand, and inventory normalization are all signs of a potential turnaround in Energy.
European Banks appear to be moving in the right direction. A few charts to substantiate this claim.
Financial volatility is back. Four reasons why.
Fresh from him his trip to Europe, Alvaro Shiraishi provides insights on some emerging trends.
We examine what it means to be “value”.
Munish Malhotra provides an update from his recent trip to Asia.
Cambiar examines the benefits of international investing.
Jeff Susman examines the Amazon Effects on traditional retail.
Has the growth vs value disparity reached a turning point?
Supercap Technology companies are the dominant players in the markets. We examine the impact.
Learn about what makes up the “Supercap Technology” companies.
Brian Barish examines the largest companies in the world from 2010 and today. There is a definite change.
What’s happening in the capital markets? We want to give you something to think about. Stay connected and learn more about the emerging trends Cambiar is seeing right now.