Global Opportunities: Navigating International Markets in 2025

In Focus

Tariff Turbulence: Finding Value in the Noise

Tariff-related volatility opened the door to initiate three new high-quality positions in Cambiar’s Large Cap Value portfolio.

Cambiar Insights

Here you will find regular thought-leadership pieces on equity markets, economies, and the investment management industry. Check back regularly for valuable insights and new perspectives.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 1Q25

This quarter we feature a biotech powerhouse with brains and balance.

Stick With Delta Using Active ETFs - ETF Trends

ETF Trends explores why Cambiar’s Aggressive Value ETF (CAMX) maintains exposure to Delta Air Lines amid market uncertainty, highlighting the potential benefits of active management and a value-focused investment strategy.

Tariffs and Global Market Fallout

If you want to make an omelette, you need to break some eggs... but how many eggs are we talking about? President Trump’s new tariffs are here—and markets aren’t thrilled. Cambiar’s Brian Barish breaks down the risks, multipliers, and what we’re doing about it.

Uber, Airbnb & The Future of Industrial Investing

In this episode, we explore the evolving landscape of industrial REITs, logistics, and platform businesses. Cambiar’s Adam Ballantyne discusses how consolidation has reshaped industries, why Uber and Airbnb are thriving, and what rising interest rates mean for real estate.

PSN Manager of the Decade - Large Cap Value

Cambiar's Large Cap Value was recognized as Manager of the Decade by Zephyr PSN.

Three lines coming together to show the QPD process for PPG Industries.
Three lines coming together to show the QPD process for PPG Industries.
QPD In Action - 4Q24

This quarter we feature a global leader in sports data and analytics.

Tariffs, Rhetoric, and Reality: Navigating Market Uncertainty

In this Q&A roundtable, Cambiar’s Portfolio Managers break down the potential impact of Trump’s latest tariffs and the global retaliation to follow.

Discipline In Focus: Small & SMID Investing for 2025

In this episode, Cambiar Portfolio Manager Colin Dunn discusses the performance of small and SMID cap stocks in 2024, reflecting on the challenges brought on by a "risk-on" market. He also shares his outlook for 2025 and how Cambiar's disciplined approach positions his strategies for potential success in the year ahead.

Market Insights: 2024-25 Review & Outlook

Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation. Looking ahead, he details potential risks and where Cambiar is seeing opportunities.

Stay Connected

What’s happening in the equity 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.