BridgeBytes
by Bridgehouse Asset ManagersBridgeBytes provides snackable content suited for you and your clients. If you’re looking for insights from our managers or our investor behaviour and mental health subject-matter experts, you’ve come to the right place.
Episodes
Nuveen Ep. 06 – Opportunity Sets In Developed Markets vs. Emerging Markets
6m · PublishedJessica 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)
Nuveen Ep. 05 – Nuveen’s Investment Thesis On MidAmerican Energy
2m · PublishedJessica Zarzycki shares the investment thesis on one of Nuveen's larger holdings, MidAmerican Energy. (Published November 2023)
Nuveen Ep. 04 – Nuveen’s Reporting Transparency
3m · PublishedAlan Papier discusses Nuveen’s reporting transparency of fixed income investments and what an investor in the fund can expect to see. (Published November 2023)
Nuveen Ep. 03 – Nuveen’s Impact Investing Framework
3m · PublishedJessica Zarzycki discusses Nuveen's Impact Investing Framework, which focuses on societal and environmental outcomes. (Published November 2023)
Nuveen Ep. 02 – How is Nuveen’s impact investing approach different
4m · PublishedAlan Papier discusses how Nuveen’s approach to impact investing is different from others in the space. (Published November 2023)
Nuveen Ep. 01 – Are Returns Sacrificed in Favour of Impact Initiatives
2m · PublishedJessica 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)
What Could Make the T. Rowe Price Global Allocation Fund a Good Fit?
1m · PublishedToby 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)
A Closer Look at the T. Rowe Price Global Allocation Fund
5m · PublishedToby 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)
Global Small Cap Holdings Spotlight: Rolls-Royce Holdings
3m · PublishedMark Costa shares his thoughts on Rolls-Royce, the commercial engine manufacturer and leading player in large, wide-bodied aircraft engines. (Published June 2023)
Underweighting the U.S. Equity Market
2m · PublishedMark 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)
BridgeBytes has 123 episodes in total of non- explicit content. Total playtime is 7:44:44. The language of the podcast is English. This podcast has been added on November 20th 2022. It might contain more episodes than the ones shown here. It was last updated on May 28th, 2024 22:40.