Cheap Is Not Value
Cheap does not equate to value. Investment Principal Munish Malhotra explains.
In Focus
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.
Disruption: Software
The second part in our disruption series, Investment Principal Munish Malhotra addresses the growth in software and cloud computing.
Value vs. Growth – An International Perspective
International value stocks continue to trade at a huge discount relative to their growth peers. We examine the current landscape.
Disruption: Semiconductors
The first part in our disruption series, Investment Principal Munish Malhotra examines the massive changes taking place in the semiconductor industry.
Shallow Market Hypothesis
The (not so) Brave New World of Thinner Markets, Erratic Price Discovery, and Decreased Liquidity.
Midterm Election Years – Correction & Rebound
Cambiar examines market movements during midterm election years.
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.
