Post Election & Vaccine Update

Tag: global institutional value manager

International Market Insights - 3Q24

In his the second part of his latest interview, Cambiar President Brian Barish chats about investment opportunities in Europe, China's recent stimulus plan, and the importance of military and defense stocks.

U.S. Market Insights - 3Q24

In his latest interview, 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.

Surprising Momentum: Insights from an Active Summer in the Stock Market

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.

RSV Unveiled: Breaking Down the New Vaccines on the Block

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.

The Current Small and Midcap Landscape

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.

red graph line going up with percentage sign over it. Describing cost of capital going up.
red graph line going up with percentage sign over it. Describing cost of capital going up.
Cost of Capital - Year 2

In his latest letter to our clients, Cambiar President Brian Barish reflects back on the fiscal year.