Europe so far has been able to manage through the energy crisis brought on by the Ukraine War. However, to jump-start their economy, they may need to increase their purchases of higher-priced global LNG. We examine the economic la...
Cambiar PMs Andy Baumbusch and Colin Dunn join the show to detail what they think could be in store for small cap equities in 2023.With heightened uncertainty, their consistent game plan of keeping it simple could continue to pay ...
Cambiar Small Cap and SMID Value Portfolio Managers, Andy Baumbusch and Colin Dunn join the show to discuss financial gravity in smaller cap equities and how this correction has created opportunities to invest in quality businesse...
Cambiar President Brian Barish joins the show again to provide an updated market outlook. A lot has happened since his last appearance three months ago and Brian sheds some light on the rise of equity risk premiums, the short-term...
Cambiar's Director of Analytics, Ben Youngdahl joins the show to discuss the importance of Barra Risk Factors in asset management. He details how these characteristics can provide a clearer picture of how managers are actually inv...