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.
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.
Cambiar President Brian Barish evaluates 2020 performance for the Large Cap Value portfolio and details what could be ahead for 2021.
Cambiar SMID and Small Cap Value portfolio managers provide their 2020 wrap up and examine the elements that led to strong outperformance.
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…
Cambiar President Brian Barish discusses what the election results and news of a potential COVID vaccine could mean to equity markets.
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…
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…
We examine how alcohol consumption trends have changed in a quarantine environment.
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…
Cambiar SMID and Small Cap Value portfolio managers provide an update on their portfolios and discuss outperformance for the quarter.
Cambiar President Brian Barish examines the second-quarter performance for the Large Cap Value portfolio and details what is moving the markets.
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…
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…
Cambiar President Brian Barish joined the Morning Trade Live show on Friday, June 5, 2020, to discuss his Five Buckets of Investments.
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.…
Investment Principal Munish Malhotra examines the acceleration of digital economy businesses during this pandemic.
Cambiar President Brian Barish details the active first quarter for the Large Cap Value portfolio and what led to outperformance.
Cambiar SMID and Small Cap Value portfolio managers provide an update on their portfolios during the current bear market.
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…
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…
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