Brandes Briefing
by Brandes Investment PartnersEach episode of the Brandes Briefing shares topical insights from a value-investing perspective.
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Episodes
Emerging Markets: China & Beyond
13m · PublishedDirector 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.
Drilling Down: The Risks and Returns of Energy Investments
19m · PublishedJoin 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.
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International Equity: Geographic and Sector Opportunities
12m · PublishedDirector, 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.
Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs
15m · PublishedDirector 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.
The Investment Case for Small Cap Stocks
16m · PublishedDirector, 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.
Emerging Markets: Asia and Technology
10m · PublishedDirector, 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.
Inflation, Interest Rates, Technology, and Value
14m · PublishedDirector 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.
Value Opportunities in the Technology Space
13m · PublishedManaging Director Oliver Murray and Research Analyst Alex Yee discuss how Brandes approaches the technology sector including AI from a value investor’s perspective.
Brandes Letter – June: Investing is a People Business
13m · PublishedManaging Director Oliver Murray discusses ourBrandes Letter – June: Investing is a People Business, which emphasizes human expertise in investment.
The Durability of the Pro-Value Cycle
18m · PublishedManaging 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.
Brandes Briefing has 47 episodes in total of non- explicit content. Total playtime is 9:23:26. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on May 18th, 2024 18:42.