Cambiar International PMs provide their insights on what metrics they are focused on as regions of the world reaccelerate into a post-COVID recovery.
Inflation and Steepening Yields – False Dawn or Beginning of a Trend?
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…
Munish Malhotra recently joined TD Ameritrade TV’s Market on Close to discuss international opportunities and the correlation between value and growth stocks.
Cheap does not equate to value. Investment Principal Munish Malhotra explains.
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…
Size, style, and regional leadership tends to alternate on a decade by decade basis.
Management updates for the Cambiar Global Equity Portfolio
Moving down the international market cap spectrum has three potential benefits. Learn more.
Cambiar President Brian Barish provides his insights on U.S. & International performance, asset class opportunities, and potential issues heading into 2020.
Cambiar President Brian Barish provides his latest thoughts on global markets and the fear of the “bonk.”
Cambiar President Brian Barish provides his latest thoughts on the fixed income environment, China, and that 90s feeling.
International value stocks continue to trade at a huge discount relative to their growth peers. We examine the current landscape.
The (not so) Brave New World of Thinner Markets, Erratic Price Discovery, and Decreased Liquidity.
Cambiar President Brian Barish discusses 1Q19 performance and details the Shallow Market Hypothesis.
Cambiar President Brian Barish reflects back on a volatile 2018 and outlook for this year.
Cambiar President Brian Barish details why the performance gaps between the U.S. and international markets have been so wide in recent years.
Being overweight in the U.S. may have served investors decent returns in recent years, but that may be about to change. Cambiar President Brian Barish…
Following a volatile October, Cambiar President Brian Barish provides his latest insights on global markets and what it could mean for 2019.
U.S. markets continue to outperform their international counterparts in 2018, with the performance gap widest on record. Cambiar examines what could turn the tide.
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.