Equity Risk Premium & New Market Leaders

MARKET INSIGHTS

Equity Risk Premium & New Market Leaders

Cambiar President Brian Barish joins the podcast again and sheds some light on the rise of equity risk premiums and what recent earnings reports are saying about stocks.

QPD Podcast - 2022 Risks & Positioning (part 2)

In part two of our interview with Brian Barish, he discusses the potential risks that China and Omicron pose. He also talks about portfolio positioning and three names that meet the QPD criteria.

QPD Podcast - 2022 Outlook (part 1)

Cambiar President Brian Barish joins the QPD Podcast for the first episode of 2022. In part one, Brian reflects back on 2021 and provides an outlook for the coming year.

QPD Podcast - Tech Through the Lens of a Value Investor

Investment Principal Joe Chin sits down to discuss the pandemic effects on technology, disruptions he sees in the near future, the importance of intangible assets, and how value investors should evaluate the tech space.

QPD Podcast - Defining Quality in Smaller Cap Stocks

In the inaugural episode of the QPD podcast, co-Portfolio Managers Andy Baumbusch and Colin Dunn sit down to discuss the creation of QPD and how it applies in their strategies.

Where Could All This Market Optimism Lead Us?

Money supply growth is helping fuel a lot of the market optimism. What could be around the corner?

2021- The Gradual Return of Moral Hazard

There are a variety of market forces that make 2021 predictions an indulgent moral hazard. That said, we do see a few things as being more likely than not.

The Virus Plaguing Value

After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present.  Why?

Cambiar Investors - Denver Equity Asset Manager
Cambiar Investors - Denver Equity Asset Manager
Market Outlook - 2Q20

Cambiar President Brian Barish provides his latest market insights where he discusses current market performance and the variables that could dictate market direction in the latter half of 2020.

Global Virus Crisis - April 2020 Update

Cambiar President Brian Barish provides his latest thoughts on the Global Virus Crisis, the current event-driven bear market, and the categories of investment opportunities.

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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.