QPD Podcast – Defining Quality in Smaller Cap Stocks

MARKET INSIGHTS

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.

Cambiar Investors - Denver Equity Asset Manager
Cambiar Investors - Denver Equity Asset Manager
Key Factors of the Decade

Cambiar President Brian Barish provides his market outlook as we head into the next decade.

2020: Outlook

Cambiar President Brian Barish provides his insights on U.S. & International performance, asset class opportunities, and potential issues heading into 2020.

2020: A Detailed Look

Cambiar President Brian Barish provides his market outlook as we head into the next decade.

Cambiar Investors - Denver Equity Asset Manager
Cambiar Investors - Denver Equity Asset Manager
Market Insights - 3Q19

Cambiar President Brian Barish provides his latest thoughts on global markets and the fear of the "bonk."

Stay Connected

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.

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