QPD Podcast – 2022 Risks & Positioning (part 2)

Tag: COVID-19

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.

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.

Large Cap Value - 1Q21 Insights & Outlook

Cambiar President Brian Barish answers the most pressing questions about inflation, digital currencies, and the potential risks facing U.S. equities.

Where Could All This Market Optimism Lead Us?

Money supply growth is helping fuel a lot of the market optimism. What could be around the corner?

SMID & Small Cap Value - 1Q 2021 Review

Cambiar SMID and Small Cap Value portfolio managers provide an update on performance and expectations going forward.

2021- The Gradual Return of Moral Hazard

There are a variety of market forces that make 2021 predictions an indulgent moral hazard. That said, we do see a few things as being more likely than not.