MARKET INSIGHTS
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.
This quarter we feature a business connecting millions of homes while shaping the future of entertainment and technology.
In his 2024 mid year recap interview, Cambiar President Brian Barish sits down to discuss a wide range of topics that have dominated the early parts of 2024. Brian offers insights on the recent A.I. and GLP-1 craze, healthcare challenges, and more.
This quarter we feature a high-flying business that meets our Quality | Price | Discipline process, Delta Airlines.
In this episode of the QPD Podcast, we explore the impacts of RSV and the revolutionary new vaccines, their development, effectiveness, and impact on public health.
Amidst a market teeming with opportunities and risks, we delve into why active management becomes not just a strategy but a necessity in navigating the volatile terrain of lower capitalization stocks.
What happens when the S&P 500 hits an all-time high but, simultaneously, the Russell 2000 is in massive decline? We examine the historical trends and what it could mean for stocks this time around.
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 examine what PMI data can say about the performance of small and large caps.
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.