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.

Cambiar Investors - Denver Equity Asset Manager
Cambiar Investors - Denver Equity Asset Manager
Market Outlook - 2Q20

Cambiar President Brian Barish provides his latest market insights where he discusses current market performance and the variables that could dictate market direction in the latter half of 2020.