We unveil the intricacies of the small and midcap stocks landscape in the first episode of season three. Amidst a market teeming with opportunities and risks, we delve into why active management becomes not just a strategy but a necessity in navigating the volatile terrain of lower capitalization stocks.
In this episode, we shift our spotlight onto the Aggressive Value ETF (ticker CAMX). While aggressive growth products abound, the realm of aggressive value is a road less traveled. Join us as we uncover the secrets that make this strategy truly distinctive, and discover a handful of fresh opportunities recently added to the portfolio by Portfolio Manager, Brian Barish.
In our first episode of QPD Highlights ( bite-sized insights on key investment topics), Cambiar President Brian Barish details why you should avoid the noise of strategists in today's market environment. How wars in the Middle East and Ukraine are reasons to demand a margin of safety in your investments, and why "higher for longer" in terms of interest rates might be misleading.
Cambiar Investment Principal Ania Aldrich joins the program to discuss all things financials. Topics range from the state of regional and large banks post second-quarter earnings, impact from rating downgrades, inflation targets, rising credit card debt, and the insurance sector.
Cambiar President Brian Barish is back to provide his mid-year 2023 stock market review. He details the recent AI craze and whether or not we are in a hype cycle. He sheds some light on the similarities between JP Morgan and Chevron and why slow and steady is winning the race in some industries and where investors should look for opportunities in the latter half of 2023.