Equity Risk Premium & New Market Leaders

Tag: China

QPD Podcast - 2022 Risks & Positioning (part 2)

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.

Post Thanksgiving Indigestion 2021

The week of Thanksgiving has historically been a peaceful lull for investors. Staying true to 2021, events around the holiday were far from normal.

China Heads Into Darker Waters

The near term investment risks and longer term implications of heightened interventionism by the Chinese Communist Party (CCP).

Analyst Profile – Munish Malhotra

Throughout the month of May and in celebration of Asian Pacific American Heritage Month, we are highlighting our Portfolio Managers and analysts who are critical to Cambiar’s success.

International Equity - 1Q21 Insights & Outlook

Cambiar International PMs provide their insights on what metrics they are focused on as regions of the world reaccelerate into a post-COVID recovery.

Coronavirus - What You Need to Know

Cambiar Senior Analyst Charmaine Chan provides an assessment of the virus and outlook for a potential treatment.