Ben Larsen and Sudarshan Murthy explain how the market cap of India is larger than Germany and the U.K. and discuss their belief that passing regulations to change bankruptcy laws and real estate practices within India have had a positive impact on how the market views India as a whole.
Stephen Jenkins discusses Sionna’s view on Ahold Delhaize as an attractive name outside of Canada that is held in the Sionna Opportunities Fund.
Kim Shannon discusses Sionna’s view on Fairfax Financial as an attractive name with plenty of advantages and runway to grow.
Kim Shannon discusses performance cycles during inflationary environments and includes her thoughts on a Canada vs. U.S. perspective and a Value vs. Growth perspective.
Kim Shannon shares her thoughts on whether or not we might see aggressive interest rate cutting to combat a potential upcoming recession as well as some of the tools that can be used to control inflationary and disinflationary environments.
Kim Shannon weighed in on the recession vs. no recession debate and discussed how Sionna has navigated the most aggressive tightening cycle in a generation. (Published: Jan 2024)
Louis Florentin-Lee discusses AI and provides commentary around some of the names held in the compounders portfolio that provide AI exposure. While Lazard currently doesn't own the white-hot AI names (i.e., NVIDIA), Lazard believes they are well-positioned in the space and have attractive exposure to AI via a handful of specific holdings that Louis speaks to. (Published: March 2024)
Louis Florentin-Lee discusses Lazard’s views on Dollarama, which they believe is a quintessential compounder and a brilliant business. Louis highlights what he sees as being two of the most important competitive advantages that Dollarama holds: their scale and their focused approach. (Published: March 2024)
Louis Florentin-Lee discusses Lazard’s views on the Magnificent 7 (Mag 7) (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) and how the Mag 7 stocks are impacting the broader equity market. Louis also speaks to some the of Mag 7 names that the compounders portfolio currently does not hold and why. (Published: March 2024)
Louis Florentin-Lee discusses Lazard's view on the current economic environment and portfolio positioning if current conditions remain. Lazard believes that the compounders portfolio should be well-positioned because high-quality businesses (a staple of the compounders portfolios) have pricing power built into their competitive advantages, which in Lazard's view, is a key determinant of maintaining profitability in inflationary environments. (Published: March 2024)
Lazard Asset Management discusses how quality investing, according to the firm's research, may present an opportunity for above-market returns over the long term, across both business and economic cycles. (Published: March 2024)
Charles Shriver highlights how the Global Allocation Fund is designed to navigate a broad range of market environments and how the team allocates to specific markets in an attempt to hedge against specific risks.
Charles Shriver speaks to T. Rowe Price’s commitment to active management and fundamental research, outlining how it permeates each stage of the investment process.
Charles Shriver discusses the lifeblood of the firm – the Global Research Platform – and notes that it is a key component of their global active management expertise, providing insights into economic trends that help to inform asset allocation and positioning.
Charles Shriver outlines where the Global Allocation Fund may fit in an investors portfolio, noting that its broad diversification, moderate risk rating and focus on long-term growth could make it an attractive option as a core position and also as a satellite position.
Charles Shriver discusses the portfolio design of T. Rowe Price's Global Allocation Fund, including the key drivers that T. Rowe Price believes give the Fund the ability to navigate a range of market environments.
Charles Shriver highlights the Global Allocation Fund and notes that T. Rowe Price’s "be everywhere" approach is an integral part of the diversified and durable design of the portfolio. Charles notes that T. Rowe Price seeks to add value through strategic design and research, tactical allocation and security selection.
Jessica Zarzycki compares the opportunity set in developed markets versus emerging markets and discusses the impact that the Inflation Reduction Act has had on the Green Bond marketplace. (Published November 2023)
Jessica Zarzycki shares the investment thesis on one of Nuveen's larger holdings, MidAmerican Energy. (Published November 2023)
Alan Papier discusses Nuveen’s reporting transparency of fixed income investments and what an investor in the fund can expect to see. (Published November 2023)
Jessica Zarzycki discusses Nuveen's Impact Investing Framework, which focuses on societal and environmental outcomes. (Published November 2023)
Alan Papier discusses how Nuveen’s approach to impact investing is different from others in the space. (Published November 2023)
Jessica Zarzycki notes that returns are certainly not sacrificed in favour of impact initiatives. Every investment opportunity looked at is looked at in terms of relative value and a financial performance perspective. (Published November 2023)
Toby Thompson discusses where and how the T. Rowe Price Global Allocation Fund can fit into a portfolio whether it be as a core position or as a complement to another strategy. (Published June 2023)
Toby Thompson provides a deeper discussion on the Global Allocation Fund, including insights on active security selection, risk management, ESG integration and what makes the Fund different from its peers. (Published June 2023)
Mark Costa shares his thoughts on Rolls-Royce, the commercial engine manufacturer and leading player in large, wide-bodied aircraft engines. (Published June 2023)
Mark Costa explains Brandes’ outlook on the U.S. equity market and why Brandes is comfortable with their ~20% weighting vs. the 60% weighting of the benchmark. (Published June 2023)
Mark Costa shares his thoughts on U.S. regional banks – specifically as it pertains to the recent SVB failure and how that shapes the space moving forward. (Published June 2023)
Mark Costa discusses the potential opportunities within fallen large caps and how Brandes’ all-cap research group plays an important role during sell-offs. (Published June 2023)
Mark Costa discusses C&C Group, one of the largest cider companies in Ireland and a holding in the Global Small Cap Equity Fund. Mark highlights how COVID-19 impacted the business and why Brandes believes it’s an attractive opportunity. (Published June 2023)
