Brandes Briefing: Recent Episodes
Brandes Investment Partners
Director of Private Client Services Matt Johnson and Director of Investments Louis Lau, CFA, explore the investment opportunities in emerging markets, with a focus on China. They also discuss macroeconomic and geopolitical trends shaping the investment landscape and identify key countries and industries in the Brandes emerging markets portfolios.
Join Director of Mutual Fund Sales and Portfolio Management Marsha Otto, CFA, and Director of Investments Chris Duncan, CFA, as they discuss why predicting oil prices may not always yield profitable investments, and key characteristics of resilient companies in the volatile energy sector. The episode also highlights potential investment opportunities amid the global energy transition and examines the strategic positioning of the Brandes ETFs.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (866) 307-0477 or visit http://www.brandes.com/etfs. Read the prospectus or summary prospectus carefully before investing
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Director, Product Specialist Scott Thompson, CFA, and Director of Investments Luiz Sauerbronn explore the geographic positioning of the Brandes International Equity Fund and the Brandes International ETF, as well as recent additions to the portfolios.
Director of Institutional Portfolio Management Rhonda Berger and Director of Investments Jonathan Menor, CFA, examine the evolving challenges and opportunities within the consumer sectors, including the ongoing and potential long-term impacts of inflationary pressures, strategic shifts in global supply chains, and GLP-1 drugs.
Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mark Costa, CFA, discuss the performance trends of small caps compared to large caps over time, as well as Brandes’ approach to seeking value in both U.S. and international small caps.
Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mauricio Abadia, CFA, discuss the evolving landscape of emerging markets, with a focus on Asia and technology.
Director of Institutional Portfolio Management Rhonda Berger and Director in Investments Brent Fredberg discuss the current environment for inflation, interest rates, technology and the impact on finding opportunities for value investors.
Managing Director Oliver Murray and Research Analyst Alex Yee discuss how Brandes approaches the technology sector including AI from a value investor’s perspective.
Managing Director Oliver Murray discusses our Brandes Letter – June: Investing is a People Business, which emphasizes human expertise in investment.
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss durability of the pro value cycle and opportunities for value managers to invest in companies involved in artificial intelligence.
Managing Director Oliver Murray and Director in Investments Michael Hutchens, CFA discuss the recent U.S. bank failures. What happened and how these compare to previous bank failures.
Managing Director Oliver Murray and Director in Investments Jeffrey Germain, CFA discuss where Brandes is finding value and the impact of recent banking sector news on potential opportunities.
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss recent inflation trends and what they mean for value investors.
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss whether recent market sell-off has created value opportunities and the challenges facing international stocks today.
Managing Director Oliver Murray and Director in Investments, Chris Duncan, CFA discuss the long-term shift to renewable energy and environmental concerns in the complex energy sector.
Managing Director Oliver Murray and Director in Investments Chris Duncan, CFA discuss current market issues affecting the complex Energy sector and potential opportunities.
Managing Director Oliver Murray and Frank Murtha, Ph.D., co-founder of MarketPsych discuss potential mental health issues financial professionals may encounter with investors/clients and share best practices and insights.
Director Institutional Group Mike Israel, CFA and Director in Investments Mark Costa, CFA , discuss how the outlook of the U.S. Small Cap Strategy has been helped by defensive capital preservation but yet still has very attractive opportunities.
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss stagflation and whether or not the pro value cycle is over.
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss how Brandes is responding to the current environment/crisis in Ukraine.
Managing Director Oliver Murray and Director in Investments Mauricio Abadia discuss the impact of Russia’s invasion of Ukraine on the emerging markets asset class.
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss inflation and its potential impact on retirees and their investing plans.
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss the Retirement Rule—what it is and what it means for retirees and their investing plans.
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss what they believe to be the proper mindset for retirees—and how their thinking may be different from earlier chapters in their lives.
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss behavioral biases that can adversely affect investment decision-making.
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss six key long-term investing ideas for individuals.
Managing Director Oliver Murray and Director in Investments Brian Matthews, CFA, discuss why Brandes Investment Partners believes the saying “beauty is in the eye of the beholder” also applies to value investments.
Managing Director Oliver Murray and Director in Investments Ted Kim, CFA, discuss how Brandes Investment Partners navigates the crosshairs of disruption in the Autos industry.
Institutional Portfolio Management Director Rhonda Berger and Investments Group Managing Director Ken Little, CFA, discuss how Brandes Investment Partners considers ESG (environmental, social and governance) factors in fundamental company valuations.
Investments Group Director Brent Fredberg and Institutional Portfolio Manager Lawrence Taylor discuss the current environment for value investing, how much opportunity is left, and how inflation may impact value and the markets.
Investments Group Director Louis Lau, CFA, and Institutional Portfolio Manager, Lawrence Taylor revisit the impact COVID has had on emerging markets and how social responsibility is considered in the investment process.
Investments Group Director Jeff Germain, CFA, discusses why international stock markets look especially worthy of consideration right now.
Barry Gillman, Research Director for the Brandes Institute Advisory Board, discusses the risk that your bond portfolio may be taking in trying to deliver performance in today’s low yield environment.
Fixed Income Investment Group Portfolio Manager Tim Doyle, CFA, discusses fixed income market complacency amid the actions of the Federal Reserve.
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the potential implications of trade tensions between the U.S. and China.
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss how the investment team analyzes balance sheet performance.
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the long-term effects that COVID-19 could have on emerging markets and where Brandes investment committees are finding opportunities.
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the post-pandemic emerging markets landscape.
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the growing difference between growth and value stock valuations.
Frank Murtha, Ph.D., co-founder of MarketPsych, discusses some things to consider if you’re thinking about selling out during a market downturn.
Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss a case study and finding opportunities in oil and gas companies.
Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss the effects of oil price volatility on today’s environment.
Senior Research Analyst Brent Fredberg discusses the implications of the coronavirus on higher beta stocks versus those considered to be more immune to the downturn.
Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss what caused OPEC to lose control of the market.
Senior Research Analyst Louis Lau, CFA, discusses what we are seeing in emerging markets and whether now is an attractive window of opportunity.
Senior Research Analyst Michael Hutchens, CFA, discusses investing in banks in light of the economic uncertainty associated with the COVID-19 crisis.
Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss the oil landscape given current production, demand and the coronavirus.