Tag: Brian Barish

In a volatile market shaped by geopolitical risk and inflation uncertainty, Cambiar is taking a two-minute offense approach, focusing on disciplined positioning and incremental opportunity.

Markets may be shifting beneath the surface. Brian Barish explores what could drive the next phase of the cycle and why disciplined investing may matter more than ever.

Cambiar and Kepler Cheuvreux have entered a strategic joint venture project designed to expand the global distribution of Cambiar’s investment strategies while deepening research collaboration across international markets.

Markets keep climbing, but conviction feels shaky. We examine the optimism driving today’s melt-up and why investors might not be “standing on solid ground,” after all.

If you want to make an omelette, you need to break some eggs... but how many eggs are we talking about? President Trump’s new tariffs are here—and markets aren’t thrilled. Cambiar’s Brian Barish breaks down the risks, multipliers, and what we’re doing about it.

In this Q&A roundtable, Cambiar’s Portfolio Managers break down the potential impact of Trump’s latest tariffs and the global retaliation to follow.