In Focus
In this episode, Di Zhou, Portfolio Manager for Cambiar’s International Equity Portfolio, discusses the unique challenges and opportunities in international investing. She explores why multinational brands outside of the U.S. are becoming increasingly appealing as valuations in the U.S. stretch and shares her insights for the 2025 investment landscape.
As interest rates ease and market uncertainty looms, value stocks may be positioned for renewed strength. Historically, similar conditions have led to outperformance in value stocks as stable, cash-generating companies attract investors seeking resilience amid market volatility.
In his the second part of his latest interview, Cambiar President Brian Barish chats about investment opportunities in Europe, China's recent stimulus plan, and the importance of military and defense stocks.
In his latest interview, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market breadth, and upcoming elections.
In this episode, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market breadth, and upcoming elections.
We examine the historical trend of value stocks outperforming growth stocks during election years, a pattern evident since 1980 and is particularly pronounced in small cap stocks.
We explore the emerging trend of reallocating from large cap tech to small cap and value stocks. We examine the factors driving this shift and consider whether it marks the beginning of a longer-term rotation.
In his latest interview, Cambiar Portfolio Manager Colin Dunn provides an update on the small and midcap landscape, highlighting intriguing investment areas. Dunn emphasizes the importance of active management down cap, detailing how it helps uncover undervalued opportunities in this dynamic market segment.
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.