QPD In Action – 2Q23

Tag: QPD

All Things Financial

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

Mid-Year Review - AI, Banks, & More

We look back at the first half of 2023 and examine the AI craze, the stability of banks, and the strength of Chevron and JP Morgan.

Roundtable Regroup - Banks, Casinos, and Comedians

After a month full of RIA and Institutional conferences and meetings, we answer the most pressing questions we heard from clients.

The Heat Is On - Can Europe Avoid an Energy Crisis?

Europe so far has been able to manage through the energy crisis brought on by the Ukraine War. However, to jump-start their economy, they may need to increase their purchases of higher-priced global LNG. We examine the economic landscape.

Cambiar Aggressive Value ETF Launches

With many investors shifting their focus to value, CAMX’s concentrated, active strategy offers the potential to outperform.

K.I.S.S. - Keeping it Simple in Smaller Caps

What could be in store for small cap equities in 2023? With heightened uncertainty, keeping to a simple game plan can pay dividends.