Global Opportunities: Navigating International Markets in 2025

PODCASTS

Global Opportunities: Navigating International Markets in 2025

In this episode, Di Zhou, Portfolio Manager for Cambiar’s International Equity Portfolio, discusses the unique challenges and opportunities in international investing. She explores why multinational brands outside of the U.S. are becoming increasingly appealing as valuations in the U.S. stretch and shares her insights for the 2025 investment landscape.

Surprising Momentum: Insights from an Active Summer in the Stock Market

In this episode, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market breadth, and upcoming elections.

RSV Unveiled: Breaking Down the New Vaccines on the Block

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.

The Current Small and Midcap Landscape

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.

Unleashing Value's Aggressive Side

While aggressive growth products abound, the realm of aggressive value is a road less traveled. In this episode we uncover the secrets that make the Cambiar Aggressive Value ETF truly distinctive.

QPD Highlights title card - Escape the Strategist Trap
QPD Highlights title card - Escape the Strategist Trap
Escape the Strategist Trap

In the inaugural episode of QPD Highlights, we discuss the anti-strategist approach and how investors can cut through the noise of today's market environment.

All Things Financial

We examine the state of the banking sector, rising credit card debt, rating downgrades, and where we are finding opportunities.

Money Life Interview - Brian Barish

Cambiar President Brian Barish joins the Money Life show to discuss how Cambiar has redefined relative value investing and where he is finding opportunities for the Cambiar Aggressive Value ETF.

Mid-Year Review - AI, Banks, & More

We look back at the first half of 2023 and examine the AI craze, the stability of banks, and the strength of Chevron and JP Morgan.

Roundtable Regroup - Banks, Casinos, and Comedians

After a month full of RIA and Institutional conferences and meetings, we answer the most pressing questions we heard from clients.

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.