In Focus
Cambiar Investment Principal Ania Aldrich shares her on-the-ground perspective after meeting with banks across the U.S. banking universe.
Markets keep climbing, but conviction feels shaky. We examine the optimism driving today’s melt-up and why investors might not be “standing on solid ground,” after all.
From Munich to markets - Cambiar’s International team breaks down what they’re hearing from European companies.
The spread between growth and value stocks has reached levels not seen since the 2000 tech bubble. With potential lower interest rates and a slowing economy on the horizon, value may be poised for renewed leadership.
Tariff-related volatility opened the door to initiate three new high-quality positions in Cambiar’s Large Cap Value portfolio.
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.
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.
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.
Cambiar's Large Cap Value was recognized as Manager of the Decade by Zephyr PSN.
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.