Tag: China

Cambiar President Brian Barish joins the podcast again and sheds some light on the rise of equity risk premiums and what recent earnings reports are saying about stocks.

In part two of our interview with Brian Barish, he discusses the potential risks that China and Omicron pose. He also talks about portfolio positioning and three names that meet the QPD criteria.

The week of Thanksgiving has historically been a peaceful lull for investors. Staying true to 2021, events around the holiday were far from normal.

The near term investment risks and longer term implications of heightened interventionism by the Chinese Communist Party (CCP).

Cambiar Senior Analyst Charmaine Chan provides an assessment of the virus and outlook for a potential treatment.