Tag: Technology

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.

The spread between growth and value stocks has reached levels not seen since the 2000 tech bubble. With potential lower interest rates and a slowing economy on the horizon, value may be poised for renewed leadership.

Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation. Looking ahead, he details potential risks and where Cambiar is seeing opportunities.