Brian Matthews looks under the hood of the U.S. market and outlines where Brandes believes value opportunities currently lie. Brian also discusses his views on the large valuation gap between the value side of the market and the growth side of the market. (Published: March 2025)
Brian Matthews gives a high-level overview of the Brandes approach to value, which can be broken down into three buckets that seek to ensure exposure across the value spectrum. (Published: March 2025)
Brian Matthews provides an update on how U.S. tariffs may impact the Brandes Global Equity Fund, including insights around the roles that geographic exposure, overweights/underweights and pricing power might play. (Published: March 2025)
Peter Kashanek discusses why it might be a good time to think about defensive dividends given the current market environment. Peter also touches on equity valuations and the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla). (Published: December 2024)
Peter Kashanek provides an update on the Lazard Defensive Global Dividend Fund including sector, region and market cap exposures. (Published: December 2024)
Peter Kashanek discusses how the Lazard Defensive Global Dividend Fund is constructed, including the four key attributes that Lazard uses in their investment process. (Published: December 2024)
Brian Kersmanc discusses GQG’s investment philosophy of forward-looking quality and highlights how their approach allows GQG to consistently adapt their portfolios to different areas of the market using examples like PetroChina, Novartis and Microsoft. Brian notes that, at the end of the day, they are style agnostic investors and just want great compounding businesses. (Published: November 2024)
Brian Kernsmanc discusses GQG's approach when seeking to generate consistent downside protection, noting two main factors: 1) GQG believes that if they are getting the names right from a quality perspective then the names should hold up; and 2) GQG also believes in an asymmetrical reaction to risk versus opportunity, and not being afraid to cut back early when necessary. (Published: November 2024)
Brian Kersmanc discusses GQG’s adaptability, specifically regarding the tech sector and the portfolio’s positioning within tech over the last 3-4 years. (Published: November 2024)
Steve Liberatore explains what Nuveen's impact report is and why he believes it matters to investors. Steve explains that impact reporting allows Nuveen to communicate with investors to let them know how their capital is being deployed and the outcomes being derived from the investments being made on their behalf.
Steve Liberatore shares his thoughts on how an emphasis on impact investing and considering ESG issues can make for a better fixed-income manager. Steve believes that the key to generating outperformance over time isn’t by picking winners, it’s by avoiding losers.
Steve Liberatore outlines what green bonds are and his view of their significance as a growing asset class. Steve also provides some specific stats around their presence and growth in the global fixed-income market.
Steve Liberatore speaks to how Nuveen works with issuers, underwriters and other stakeholders to become the anchor investor in a number of prominent green bond deals.
Steve Liberatore discusses the Nuveen Global Green Bond Fund and outlines the role that the Fund can play in a client’s overall fixed income allocation. Steve notes that the Fund seeks to generate long-term excess returns by utilizing the concept of impact investing.
Mark Costa speaks to what types of companies the Brandes Global Small Cap Equity Fund looks to avoid, noting that Brandes is looking for value and isn’t finding any merit in “cheap for a reason” names or regional banks and secondary type businesses.
Mark Costa highlights CAE – a Canadian name and global leader in providing simulation and training solutions for civil aviation, defense and security. Mark outlines Brandes’ view on the position and what opportunities may lie ahead.
Mark Costa discusses the strong performance of the Brandes Global Small Cap Fund in recent quarters, sharing his views on why it's not too late to invest and why it shouldn't be considered a missed opportunity. Mark also shares his views on the potential opportunity set, reallocation and why he believes it's an exciting time to be allocating capital within the small-cap space.
Paul Greene shares his thoughts on Apple, which is currently one of the portfolio's top holdings, and why he thinks that, in this current environment, it is going to be a slower grower compounder.
Paul Greene shared his thoughts on the mixed bag of improvements in AI and the impacts on businesses. Paul notes that there are many examples where productivity increases and companies are seeing real returns on their spend, but the opposite is being seen as well. Paul also shares that T. Rowe Price is optimistic about the possibilities of AI over time.
Paul Greene discusses the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) and why T. Rowe Price believes it’s important to remember that they are all different companies with different drivers – something that can get lost when they’re talked about as one big group.
Paul Greene discusses the increase in concentration within the U.S. stock market, noting that it’s a trend that has been going on for over a decade and has several implications that T. Rowe Price must consider as a result.
Sid Jain discusses the kinds of opportunities that GQG is seeing in the Middle East and why they believe recent changes to business policies, permit processing and a shift in cultural mindset makes it an exciting time to invest in the region. Sid also shares his thoughts that while geo-political noise is nothing new in the Middle East, the UAE has always seemed to avoid getting involved.
Sid Jain provides his views on Brazil, noting that Brazil is coming out of a multi-year bear market environment resulting in a series of pro-business policies and government agendas which GQG believes is an attractive opportunity set. Sid also discusses the portfolio's largest holding (currently) in Brazil, Petrobras.
Brian Kersmanc discusses why, based on absolute risk-reward metrics, GQG is currently bearish on China. Brian also provides his thoughts on the potential for a China-Taiwan war and what that could mean for the markets.
Brian Kersmanc discusses why GQG Partners originally soft-capped the EM Fund early on and why they are excited to now have an EM Fund in the Canadian marketplace. Brian also highlights where GQG sees opportunity within the EM space and explains why they are currently very bullish on EM, excluding China.
Sudarshan Murthy shares his thoughts on the overall performance over the last year and revisits the impact of the Russia-Ukraine conflict as well as other performance factors within the emerging markets environment.
Ben Larsen and Sudarshan Murthy explain the adaptability of GQG’s portfolios and their process, and why they believe this is important in the emerging markets space.
Sudarshan Murthy shares his thoughts on what has changed in emerging market economies over the last 10-20 years as well as highlights some of the emerging markets countries that are becoming more attractive today.
