Tag: interest rates

We explore the emerging trend of reallocating from large cap tech to small cap and value stocks. We examine the factors driving this shift and consider whether it marks the beginning of a longer-term rotation.

In his latest interview, Cambiar Portfolio Manager Colin Dunn provides an update on the small and midcap landscape, highlighting intriguing investment areas. Dunn emphasizes the importance of active management down cap, detailing how it helps uncover undervalued opportunities in this dynamic market segment.

In his 2024 mid year recap interview, Cambiar President Brian Barish sits down to discuss a wide range of topics that have dominated the early parts of 2024. Brian offers insights on the recent A.I. and GLP-1 craze, healthcare challenges, and more.

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

We examine the state of the banking sector, rising credit card debt, rating downgrades, and where we are finding opportunities.

Cambiar President Brian Barish joins the Money Life show to discuss how Cambiar has redefined relative value investing and where he is finding opportunities for the Cambiar Aggressive Value ETF.