In Focus

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 both a professional and personal basis.  Stepping back for a moment, Cambiar Investors would like to extend our best wishes to all of our clients and partners; the focus on…

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…

Global Markets – 3Q19 Review

The push-pull dynamic in the global equity markets continue – as sluggish global growth trends are offset by easy money via accommodative central bank policies. 

Domestic Markets – 2Q19 Review

As we reach the halfway point of 2019, stocks have recovered from the double-digit losses sustained in the fourth quarter of 2018 – another illustration…

Global Markets – 2Q19 Review

Company-specific fundamentals took somewhat of a backseat to macro considerations in the quarter, as investors keyed in on heightened trade tensions and changes in central…

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