International Investing Discussion
Being overweight in the U.S. may have served investors decent returns in recent years, but that may be about to change. Cambiar President Brian Barish joins Asset TV to discuss.
In Focus
Midterm Election Years – Correction & Rebound
Cambiar examines market movements during midterm election years.
Tough Year for Globalists
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.
Chinese Tourism Takes Full Flight
The rise of the Chinese middle class is having a profound impact on the travel industry. Cambiar explores the growth.
Recent Events in Italy
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…
Place Your Bets
Who are the winners and losers of the recent ruling allowing for sports betting in the U.S.?
Current State of Crude
Supply constraints, steady demand, and inventory normalization are all signs of a potential turnaround in Energy.
European Banks – Outlook
European Banks appear to be moving in the right direction. A few charts to substantiate this claim.
Why So Volatile?
Financial volatility is back. Four reasons why.
Thoughts From Abroad: Europe
Fresh from him his trip to Europe, Alvaro Shiraishi provides insights on some emerging trends.
A Changing Definition of Value
We examine what it means to be “value”.
Thoughts From Abroad: Asia
Munish Malhotra provides an update from his recent trip to Asia.
Opportunities in International Markets
Cambiar examines the benefits of international investing.
Physical Retail vs. Amazon
Jeff Susman examines the Amazon Effects on traditional retail.
Growth Cycle – Near Historical Peak
Has the growth vs value disparity reached a turning point?
Field of Screens
Supercap Technology companies are the dominant players in the markets. We examine the impact.
Rise of the Supercaps – Growth or Natural Monopolies?
Learn about what makes up the “Supercap Technology” companies.
World’s Largest Public Companies – Shift In Power
Brian Barish examines the largest companies in the world from 2010 and today. There is a definite change.
Stay connected
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.