<p>Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation and mega-cap tech. </p><p>Looking ahead, he details potential risks, the investment thesis for Airbnb,  and what other areas of the market Cambiar is seeing opportunities.</p>

Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation and mega-cap tech. Looking ahead, he details potential risks, the investment thesis for Airbnb, and what other areas of the market Cambiar is seeing opportunities.

Market Insights: 2024-25 Review & Outlook

Investing in today's market environment requires asset managers to have foundational principles.  At Cambiar Investors, their three pillars are Quality | Price | Discipline (QPD).

In this podcast, host Kyle Helton dives deep into what QPD means and how the philosophy is applied across a variety of investments.


Disclosure:
Certain information contained in this podcast series constitutes “forward-looking statements”, which are based on Cambiar’s beliefs, as well as certain assumptions concerning future events, using information currently available to Cambiar.  Due to market risk and uncertainties, actual events, results or performance may differ materially from that reflected or contemplated in such forward-looking statements.  The information provided is not intended to be, and should not be construed as, investment, legal, or tax advice.  Nothing contained herein should be construed as a recommendation or endorsement to buy or sell any security, investment, or portfolio allocation. 

Any characteristics discussed are for illustrative purposes and accordingly, no assumptions or comparisons should be made based upon these ratios. Statistics/charts and other information presented may be based upon third-party sources that are deemed reliable; however, Cambiar does not guarantee its accuracy or completeness.  As with any investments, there are risks to be considered.  Past performance is no indication of future results.  All material is provided for informational purposes only and there is no guarantee that any opinions expressed herein will be valid beyond the date of each episode's publication.

The specific securities identified and described in each of the podcast episodes do not represent all of the securities purchased or held in Cambiar accounts on the date of publication, and the reader/listener should not assume that investments in the securities identified and discussed were or will be profitable. The holdings described may differ by account based on the account’s strategy, and other factors.  All information is provided for informational purposes only and should not be deemed as a recommendation to buy the securities mentioned.

Business

News

Investing

Business News

Investing in today's market environment requires asset managers to have foundational principles. At Cambiar Investors, their three pillars are Quality | Price | Discipline (QPD). In this podcast, host Kyle Helton dives deep into what QPD means and how the philosophy is applied across a variety of investments. Disclosure: Certain information contained in this podcast series constitutes “forward-looking statements”, which are based on Cambiar’s beliefs, as well as certain assumptions concerning future events, using information currently available to Cambiar. Due to market risk and uncertainties, actual events, results or performance may differ materially from that reflected or contemplated in such forward-looking statements. The information provided is not intended to be, and should not be construed as, investment, legal, or tax advice. Nothing contained herein should be construed as a recommendation or endorsement to buy or sell any security, investment, or portfolio allocation. Any characteristics discussed are for illustrative purposes and accordingly, no assumptions or comparisons should be made based upon these ratios. Statistics/charts and other information presented may be based upon third-party sources that are deemed reliable; however, Cambiar does not guarantee its accuracy or completeness. As with any investments, there are risks to be considered. Past performance is no indication of future results. All material is provided for informational purposes only and there is no guarantee that any opinions expressed herein will be valid beyond the date of each episode's publication. The specific securities identified and described in each of the podcast episodes do not represent all of the securities purchased or held in Cambiar accounts on the date of publication, and the reader/listener should not assume that investments in the securities identified and discussed were or will be profitable. The holdings described may differ by account based on the account’s strategy, and other factors. All information is provided for informational purposes only and should not be deemed as a recommendation to buy the securities mentioned.

Share Market Insights: 2024-25 Review & Outlook

Sign up to save your podcasts

Market Insights: 2024-25 Review & Outlook

Market Insights: 2024-25 Review & Outlook