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
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.
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.
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…
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.
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…
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…
Libation Rotation
We examine how alcohol consumption trends have changed in a quarantine environment.
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…
SMID & Small Cap Value – 2Q20 Review
Cambiar SMID and Small Cap Value portfolio managers provide an update on their portfolios and discuss outperformance for the quarter.
Large Cap Value – 2Q20 Review
Cambiar President Brian Barish examines the second-quarter performance for the Large Cap Value portfolio and details what is moving the markets.
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…
Brian Barish on TD Ameritrade TV’s “Morning Trade Live”
Cambiar President Brian Barish joined the Morning Trade Live show on Friday, June 5, 2020, to discuss his Five Buckets of Investments.
Coronavirus – What You Need to Know Part II
Cambiar Senior Analyst Charmaine Chan provides her second Q&A segment on COVID-19. She details the latest on possible vaccines, the next steps for the U.S.…
The Last Dance For The Traditional Customer Approach
Investment Principal Munish Malhotra examines the acceleration of digital economy businesses during this pandemic.
Large Cap Value – 1Q20 Review
Cambiar President Brian Barish details the active first quarter for the Large Cap Value portfolio and what led to outperformance.
SMID & Small Cap Value – 1Q20 Review
Cambiar SMID and Small Cap Value portfolio managers provide an update on their portfolios during the current bear market.
Domestic Markets – 1Q20 Review
The first quarter of 2020 was startling in so many ways, but mostly in the sudden manner in which our lives have changed on both…
Global Markets – 1Q20 Review
The first quarter of 2020 was startling in so many ways, but mostly in the sudden manner in which it dramatically impacted our lives on…
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.
