In Focus

Global Markets – 4Q19 Review

International developed equities (defined as the MSCI EAFE Index) posted a fourth-quarter gain of 8.2%, closing out 2019 with a calendar-year return of 22%.  The…

SMID Value: 3Q 2019 Review

The SMID Value Portfolio continued its trend of outperformance.  Tune in as Cambiar PMs Andy Baumbusch and Colin Dunn provide their review of the quarter.…

Global Markets – 3Q19 Review

The push-pull dynamic in the global equity markets continue – as sluggish global growth trends are offset by easy money via accommodative central bank policies. 

Domestic Markets – 2Q19 Review

As we reach the halfway point of 2019, stocks have recovered from the double-digit losses sustained in the fourth quarter of 2018 – another illustration…

Global Markets – 2Q19 Review

Company-specific fundamentals took somewhat of a backseat to macro considerations in the quarter, as investors keyed in on heightened trade tensions and changes in central…

Global Markets – 4Q18 Review

The 4Q 2018 drawdown in stocks resulted in negative full-year returns, but equities were not alone in this regard – as almost all asset classes…

Global Markets – 3Q18 Review

After outperforming in 2017, international stocks are trailing the U.S. market by a wide margin in 2018, raising the question of why even include international…

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