Tag: international equity
Markets may be shifting beneath the surface. Brian Barish explores what could drive the next phase of the cycle and why disciplined investing may matter more than ever.
International healthcare may be one of the most overlooked long-term opportunities in global markets and the reasons why may surprise investors.
Cambiar and Kepler Cheuvreux have entered a strategic joint venture project designed to expand the global distribution of Cambiar’s investment strategies while deepening research collaboration across international markets.
From Munich to markets - Cambiar’s International team breaks down what they’re hearing from European companies.
In this episode, Di Zhou, Portfolio Manager for Cambiar’s International Equity Portfolio, discusses the unique challenges and opportunities in international investing. She explores why multinational brands outside of the U.S. are becoming increasingly appealing as valuations in the U.S. stretch and shares her insights for the 2025 investment landscape.
