Through the QPD Lens: On the Ground In Europe

Tag: industrials

Uber, Airbnb & The Future of Industrial Investing

In this episode, we explore the evolving landscape of industrial REITs, logistics, and platform businesses. Cambiar’s Adam Ballantyne discusses how consolidation has reshaped industries, why Uber and Airbnb are thriving, and what rising interest rates mean for real estate.

Celebrating 50 Years of Cambiar Investors

As Cambiar celebrates its 50th anniversary, we delve into the significant events that unfolded in the stock market over the past five decades.