The Crude Reality of Energy Markets
Energy/oil may have possibly broken out of a range in the low $70s (Brent Crude), which suggests we may have seen a bottom in energy sentiments/stock prices.
A Sustained Reopening: 1Q 2022 Outlook
A malinvestment bubble has persisted for years, sucking in a considerable amount of capital from many sources.
The Importance of Quality Following Interest Rate Hikes
Generally speaking, when rates rise, so does the importance of investing in high-quality companies with strong operating metrics that can weather the higher cost of capital.
Current Market Volatility – Ukraine & Fed Policy Effects
There have been roughly 100,000 Russian troops on the border of Ukraine for about a year now. This is not a new development. What is Putin's main goal and how is all of this impacting equity markets?
Post-Thanksgiving Indigestion 2021
The week of Thanksgiving has historically been a peaceful lull for investors. Staying true to form in 2021, events around the holiday were far from normal. Cambiar Investors CIO Brian Barish breaks down the major questions hanging over the economy and equity markets as we head into the new year.
Coronavirus - The Mutated Strain
Cambiar Investors Senior Analyst Charmaine Chan, who holds a doctorate in molecular biophysics and biochemistry from Yale University, details the coronavirus mutation first identified in Southern England and how it may change the nature of the economic re-opening many investors are anticipating.
Libation Rotation: How Alcohol Consumption Trends Have Changed in a Quarantine Environment.
While “Zoom beers” or cocktails reflect both social distancing and digital communication, the pandemic is simply accelerating social and economic trends already in place. People are saying if I can’t have a few drinks with my friends at the bar, I am going to take that money (and maybe more) and buy top-shelf liquor for my home.
CORONAVIRUS—What You Need to Know
Cambiar Investors Senior Analyst Charmaine Chan, who holds a doctorate in molecular biophysics and biochemistry from Yale University, details the latest on possible vaccines, the likeliness of a second wave of coronavirus and the next steps for the U.S. on the road to recovery.