2018 Market Review and 2019 Outlook
Cambiar President Brian Barish reflects back on a volatile 2018 and outlook for this year.
Cambiar President Brian Barish reflects back on a volatile 2018 and outlook for this year.
Moving down the international market cap spectrum has three distinct benefits. Learn more.
SMID cap stocks have historically been underrepresented in traditional asset allocation models. Cambiar examines three reasons why this area can potentially add value to an…
Cambiar Mutual Fund capital gains distributions are now available.
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…
Following a volatile October, Cambiar President Brian Barish provides his latest insights on global markets and what it could mean for 2019.
Cambiar examines market movements during midterm election years.
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…
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.
Cambiar President Brian Barish provides his mid-year commentary and analyzes the similarities between current market conditions and that of 20 years ago.
Volatility is back. Is it a new paradigm or return to trend?
Global markets were mixed in the quarter as strong company-specific catalysts were offset by more macro natured headwinds.
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.
Brian Barish provides his take on what’s been driving the markets lately.
Portfolio Managers Colin Dunn and Andy Baumbusch introduce the Cambiar Small Cap Value portfolio and discuss the type of companies that we seek to invest…
Portfolio Managers Colin Dunn and Andy Baumbusch introduce the Cambiar SMID Value portfolio and discuss the type of companies that we seek to invest in.
After posting consistent quarterly gains over the past three years (with the -0.8% return in 1Q18 as the sole exception), U.S. stocks (defined as the…
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…
Cambiar President Brian Barish details why the performance gaps between the U.S. and international markets have been so wide in recent years.
Cambiar President provides a brief difference between value and growth investing.
U.S. markets continued their resilient march higher in the third quarter.
Volatility is back. Is it a new paradigm or return to trend?
Volatility is back. Is it a new paradigm or return to trend?
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.
Learn about the newest additions to our investment team.
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.
Our latest white paper discussing post-election effects.
Cambiar examines the potential topics discussed at Jackson Hole.
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.