The Potential Impacts of Interest Rate Re-Normalization
As interest rates start to tick up to pre-pandemic levels, valuation risks for three major stock groups are likely to increase.
In Focus
The Reddit Rally – Thoughts on the Current Market Volatility
What has transpired in the markets during the last week of January is an ironic twist to 2008. We examine.
Coronavirus – The Mutated Strain (Q&A)
In our third Q&A segment on COVID-19, Cambiar Senior Analyst Charmaine Chan provides insights into the mutated version of the virus and the efficacy of…
Post Election & Vaccine Update
Cambiar President Brian Barish discusses what the election results and news of a potential COVID vaccine could mean to equity markets.
The Virus Plaguing Value
After decisive outperformance over the history of the stock market, “value” as a stock selection strategy has underperformed from 2007-present. Why?
Cheap Is Not Value
Cheap does not equate to value. Investment Principal Munish Malhotra explains.
Libation Rotation
We examine how alcohol consumption trends have changed in a quarantine environment.
SMID Sailing: Celebrating 10 Years
A decade after the launch of a SMID value strategy at Cambiar Investors, Co-Portfolio Managers Andrew Baumbusch and Colin Dunn sat down to discuss the…
The False Narrative of Growth vs Value Investing
Cambiar Portfolio Managers Colin Dunn and Andy Baumbusch tackle the ongoing debate between value and growth.
Coronavirus – What You Need to Know Part II
Cambiar Senior Analyst Charmaine Chan provides her second Q&A segment on COVID-19. She details the latest on possible vaccines, the next steps for the U.S.…
The Last Dance For The Traditional Customer Approach
Investment Principal Munish Malhotra examines the acceleration of digital economy businesses during this pandemic.
What Worked One Decade … Rarely Does the Next
Size, style, and regional leadership tends to alternate on a decade by decade basis.
Oil – Helping to Fuel the Current Bear Market
Cambiar Investment Principal Kate Minyard details the recent disintegration of the oil industry.
SMID & Small Cap Value Updates
Cambiar SMID and Small Cap Value portfolio managers provide an update on their portfolios during the current bear market.
Investing in the Midst of COVID-19
Cambiar President Brian Barish details the makeup of the current bear market, how to evaluate stocks in light of the coronavirus, and what investors should…
Coronavirus – What You Need to Know
Cambiar Senior Analyst Charmaine Chan provides an assessment of the virus and outlook for a potential treatment.
Small & SMID Caps – 2020 FAQs
Cambiar Small Cap Portfolio Managers Andy Baumbusch and Colin Dunn answer some of the most frequently asked questions regarding small-cap and midcap stocks.
Healthcare – Potential Election Impact
Cambiar Senior Analyst Charmaine Chan discusses potential impacts on the healthcare sector as we move into the election season.
Disruption: 5G
The third part in our disruption series, Senior Analyst Joe Chin discusses the benefits of 5G.
Small-Cap Stocks: Things to Consider Now
Cambiar Small Cap Portfolio Managers Andy Baumbusch and Colin Dunn answer a few questions about the state of small-cap stocks.
Stay connected
What’s happening in the capital markets? We want to give you something to think about. Stay informed with our latest blogs and learn more about the emerging trends Cambiar is seeing right now.
