MARKET INSIGHTS
What could be in store for small cap equities in 2023? With heightened uncertainty, keeping to a simple game plan can pay dividends.
2023 Outlook: Cost of Capital” Bear Market becomes a cost of liquidity slog and other things to consider.
The worst may be over, but we are heading into a dry desert of higher capital costs.
Cambiar Small Cap and SMID Value PMs, Andy Baumbusch and Colin Dunn discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesses.
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.
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.
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.
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.
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.
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.