PODCASTS

In this episode, Cambiar Portfolio Manager Colin Dunn discusses the performance of small and SMID cap stocks in 2024, reflecting on the challenges brought on by a "risk-on" market. He also shares his outlook for 2025 and how Cambiar's disciplined approach positions his strategies for potential success in the year ahead.

Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation. Looking ahead, he details potential risks and where Cambiar is seeing opportunities.

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.

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.

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.

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.

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.

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.

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