2021- The Gradual Return of Moral Hazard
There are a variety of market forces that make 2021 predictions an indulgent moral hazard. That said, we do see a few things as being more likely than not.
In Focus
The Virus Plaguing Value
After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present. Why?
Market Outlook – 2Q20
Cambiar President Brian Barish provides his latest market insights where he discusses current market performance and the variables that could dictate market direction in the…
Global Virus Crisis – April 2020 Update
Cambiar President Brian Barish provides his latest thoughts on the Global Virus Crisis, the current event-driven bear market, and the categories of investment opportunities.
Key Factors of the Decade
Cambiar President Brian Barish provides his market outlook as we head into the next decade.
2020: Outlook
Cambiar President Brian Barish provides his insights on U.S. & International performance, asset class opportunities, and potential issues heading into 2020.
2020: A Detailed Look
Cambiar President Brian Barish provides his market outlook as we head into the next decade.
Market Insights – 3Q19
Cambiar President Brian Barish provides his latest thoughts on global markets and the fear of the “bonk.”
Market Insights – 2Q19
Cambiar President Brian Barish provides his latest thoughts on the fixed income environment, China, and that 90s feeling.
Market Insights – 1Q19
Cambiar President Brian Barish discusses 1Q19 performance and details the Shallow Market Hypothesis.
2018 Market Review and 2019 Outlook
Cambiar President Brian Barish reflects back on a volatile 2018 and outlook for this year.
Market Insights – 3Q 2018+
Following a volatile October, Cambiar President Brian Barish provides his latest insights on global markets and what it could mean for 2019.
Interest Rates & Emerging Markets: That Late ’90s Feeling
Cambiar President Brian Barish provides his mid-year commentary and analyzes the similarities between current market conditions and that of 20 years ago.
Current Market Conditions – February 2018
Brian Barish provides his take on what’s been driving the markets lately.
A Changing Definition of Value
We examine what it means to be “value”.
Stay connected
What’s happening in the capital markets? We want to give you something to think about. Stay informed with our latest blogs and learn more about the emerging trends Cambiar is seeing right now.