The Potential Impacts of Interest Rate Re-Normalization
As interest rates start to tick up to pre-pandemic levels, valuation risks for three major stock groups are likely to increase.
In Focus
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…
Large Cap Value – 2020 Review & 2021 Outlook
Cambiar President Brian Barish evaluates 2020 performance for the Large Cap Value portfolio and details what could be ahead for 2021.
Short Sellers Face End of an Era as Rookies Rule Wall Street
Brian Barish provides his thoughts on the recent market volatility.
The Reddit Rally – Thoughts on the Current Market Volatility
What has transpired in the markets during the last week of January is an ironic twist to 2008. We examine.
International Small Cap Q&A
International Small Cap Fund Portfolio Manager Todd Edwards answers the most pressing questions about the asset class.
SMID & Small Cap Value – 2020 Review
Cambiar SMID and Small Cap Value portfolio managers provide their 2020 wrap up and examine the elements that led to strong outperformance.
Domestic Markets – 4Q20 Review
The ‘gro-mo’ trade (growth and momentum) has reached a level where Nasdaq stocks are outperforming the broader market by magnitudes last seen in the dotcom…
Global Markets – 4Q20 Review
International stocks continued their upward momentum in the fourth quarter, with the MSCI EAFE Index gaining 16.1% in the last three months of 2020. The…
The Virus Plaguing Value Part 4: What Should Investors Do?
In part four of our video series, Cambiar President Brian Barish sits down to answer the most popular questions that have come from his Virus…
Coronavirus – The Mutated Strain (Q&A)
In our third Q&A segment on COVID-19, Cambiar Senior Analyst Charmaine Chan provides insights into the mutated version of the virus and the efficacy of…
Brian Barish Sits Down With Business Insider to Discuss the Opportunity Fund
Cambiar President Brian Barish recently sat down with Business Insider to discuss the success of the Cambiar Opportunity Fund and the changes the portfolio has…
Cambiar Investors Announces Agreement with Precidian Investments
Cambiar announces a partnership with Precidian ahead of ETF launch.
Munish Malhotra on TD Ameritrade TV’s “Market on Close”
Munish Malhotra recently joined TD Ameritrade TV’s Market on Close to discuss international opportunities and the correlation between value and growth stocks.
The Digital Age
In part three of our video series, we detail the advancement out of the Industrial Age into the Digital Age.
Fading the Fade
In part two of our video series, we examine how the best companies’ returns are not fading at anywhere near the rate that they used…
Post Election & Vaccine Update
Cambiar President Brian Barish discusses what the election results and news of a potential COVID vaccine could mean to equity markets.
The NBA Small-Ball Revolution
In part one of our video series, we examine how in the NBA a small rule change led to a revolution. Was there a comparable…
Cheap Is Not Value
Cheap does not equate to value. Investment Principal Munish Malhotra explains.
Global Markets – 3Q20 Review
International stocks rose in the third quarter, with the MSCI EAFE Index posting a return of 4.8%. The gains in the quarter were front-end loaded…
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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.
