BridgeBytes

MMIP Quarterly Update: Q3 Performance

Morningstar’s Michael Keaveney discusses Q3 performance for the MMIP multi-asset portfolios, taking time to examine some individual holdings. (Published October 2021).

MMIP Quarterly Update: Is China a Value Trap?

Morningstar’s Michael Keaveney explores the portfolios’ holdings in relation to China and offers his opinions on whether China is a value trap or will become one in the future. (Published October 2021).

The Difference Between Stress and Anxiety

Adam Wiseman discusses the difference between stress and anxiety and how to identify what you may be feeling. As things return to normal after the pandemic you may notice an increase in both – being able to identify the difference helps when it comes to working toward a healthier mental state. (Published: September 2021)

GQG Partners: China & Emerging Markets

Brian Kersmanc discusses GQG Partners’ outlook on China and touches on their exposure to Chinese companies as well as other EM holdings that may be beneficiaries to Chinese policy. Brian also discusses additional EM trends as they relate to the GQG Partners’ International and Global portfolios. (Published: June 2021)

GQG Partners: Forward-Looking Quality

Brian Kersmanc discusses GQG Partners' outlook on Vale, the iron ore business out of Brazil and how, on a go-forward basis, Vale’s ESG commitments are looking promising after a recent catastrophe. Brian also touches on how the non-traditional analysts at GQG Partners helped to gather important information to help shape their view on the company. (Published: June 2021)

GQG Partners: Inflation & Economic Growth

Brian Kersmanc discusses GQG Partners’ outlook on inflation, noting that their plan is to keep analyzing the data points and be ready to react if necessary. Brian also touches on the impact of the current market environment (COVID-19 recovery) and its impact on economic growth. (Published: June 2021)

GQG Partners: The Importance of Liquidity

Brian Kersmanc discusses why GQG Partners places a premium on liquidity, noting that it’s often underappreciated by a lot of other managers. Brian outlines why liquidity gives GQG Partners the ability to shift and react based on data points and gives examples of how they have managed to do that during the COVID-19 pandemic. (Published: June 2021)

Sionna Spotlight: Suncor Energy

Gary Chow provides an update on Suncor Energy and outlines why Sionna believes the holding is an attractive opportunity for value investors. (Published: June 2021)

Brandes - From a Valuation Perspective, What Excites Brandes Today?

Speaking about the Brandes Global Equity strategy, Brent Fredberg takes a long view on growth prospects and cash flow generation. As the world re-opens and normalizes, business fundamentals are improving alongside attractive valuations. Brent touches on a number of areas that Brandes is excited about right now and into the future. (Published: June 2021)

Brandes - Is the Value Run Over?

Brent Fredberg discusses the time span of value investing and how, over the long term, many companies are still trading at a discount. He dives into how Brandes uncovers undervalued equities in sectors that have started to experience a decrease in value, such as financials, energy and industrials. (Published: June 2021)

Brandes - Is Value’s Performance Correlated with Inflation?

Brent Fredberg examines how value-based companies tend to perform in an economy with increasing inflation. He looks at how value can be a great complement to growth stocks in a portfolio during this environment of rising rates and costs of conducting business. (Published: June 2021)

Brandes - The Current State of Value Investing

Brent Fredberg provides insight on the performance of value-driven companies from Q1 2021 and beyond. He examines four different catalysts that could continue to propel value’s recent run of strong performance. (Published: June 2021)

Sionna Spotlight: Alimentation Couche-Tard

Jackie Au provides an update on one of Sionna's Large-Cap Canadian holdings, Alimentation Couche-Tard. Jackie touches on Sionna's thesis as well as the opportunities that they see in the name. (Published: March 2021)

GQG - How is the investment team at GQG Partners structured to facilitate debate and discussion?

GQG - Does your forward looking quality approach allow GQG Partners to be flexible when it comes to investing in value and growth stocks?

GQG - What triggers GQG Partners’ quick and decisive position changes?

GQG - Why has GQG Partners historically always preferred investing in mega cap stocks?

GQG - What is GQG Partners thoughts on the inflation vs. deflation debate and does it affect how they invest today?

GQG - What is GQG Partners core philosophy when it comes to managing money?

GQG - What are your thoughts on the current market environment and where do you see the best opportunities?

Rajiv Jain, co-founder & CIO of GQG Partners, describes COVID-19’s effect on the economy and outlines where he’s finding quality and sensible prices.