MARKET INSIGHTS
Brian Barish provides his take on what's been driving the markets lately.
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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.
![Three lines coming together to show the QPD process for PPG Industries.](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2023/08/QPD-in-action-Cover-Image-wide-150x150.jpg?lossy=2&strip=1&webp=1)
![Three lines coming together to show the QPD process for PPG Industries.](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2023/08/QPD-in-action-Cover-Image-wide-576x288.jpg?lossy=2&strip=1&webp=1)
This quarter we feature a business connecting millions of homes while shaping the future of entertainment and technology.
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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.
![Three lines coming together to show the QPD process for PPG Industries.](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2023/08/QPD-in-action-Cover-Image-wide-150x150.jpg?lossy=2&strip=1&webp=1)
![Three lines coming together to show the QPD process for PPG Industries.](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2023/08/QPD-in-action-Cover-Image-wide-576x288.jpg?lossy=2&strip=1&webp=1)
This quarter we feature a high-flying business that meets our Quality | Price | Discipline process, Delta Airlines.
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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.
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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.
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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.
![Capital building with volatile graph line showing that stocks are volatile during election years.](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2024/02/GettyImages-1299327981-1-150x150.jpg?lossy=2&strip=1&webp=1)
![Capital building with volatile graph line showing that stocks are volatile during election years.](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2024/02/GettyImages-1299327981-1-576x288.jpg?lossy=2&strip=1&webp=1)
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.
![Blocks showing PMI which stands for Purchasing Managers’ Index, also known as the IMS Manufacturing Index](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2023/07/GettyImages-1499812958-1-150x150.jpg?lossy=2&strip=1&webp=1)
![Blocks showing PMI which stands for Purchasing Managers’ Index, also known as the IMS Manufacturing Index](https://b3502198.smushcdn.com/3502198/wp-content/uploads/2023/07/GettyImages-1499812958-1-576x288.jpg?lossy=2&strip=1&webp=1)
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.