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In Focus

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 in July and August, as stocks pulled back in September on heightened concerns about the rise in COVID-19 cases taking place across Europe.  International stocks trailed the U.S. markets (defined…

Domestic Markets – 3Q20 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…

Bracing for the U.S. Elections

Cambiar President Brian Barish headlines the upcoming Bloomberg Hong Kong Virtual Series, where he will discuss the upcoming U.S. elections and the potential impacts on…

Domestic Markets – 2Q20 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 – 2Q20 Review

International stocks rallied in the second quarter, with the MSCI EAFE Index gaining 14.9%, the strongest return since the third quarter of 2010.  Emerging market…

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…

Relative Value Investing Now

Cambiar President Brian Barish details the evolution of relative value investing and what he believes it takes to be successful going forward.

2020: Outlook

Cambiar President Brian Barish provides his insights on U.S. & International performance, asset class opportunities, and potential issues heading into 2020.

Disruption: 5G

The third part in our disruption series, Senior Analyst Joe Chin discusses the benefits of 5G.

Disruption: Software

The second part in our disruption series, Investment Principal Munish Malhotra addresses the growth in software and cloud computing.

Disruption: Semiconductors

The first part in our disruption series, Investment Principal Munish Malhotra examines the massive changes taking place in the semiconductor industry.

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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.

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