Emerging Markets: China & Beyond
Brandes Briefing
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.
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Drilling Down: The Risks and Returns of Energy Investments
Brandes Briefing
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...
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International Equity: Geographic and Sector Opportunities
Brandes Briefing
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. 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 . Read the prospectus or summary prospectus carefully before investing Distributed by Foreside Fund Services,...
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Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs
Brandes Briefing
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.
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The Investment Case for Small Cap Stocks
Brandes Briefing
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.
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Emerging Markets: Asia and Technology
Brandes Briefing
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.
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Inflation, Interest Rates, Technology, and Value
Brandes Briefing
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.
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Value Opportunities in the Technology Space
Brandes Briefing
Managing Director Oliver Murray and Research Analyst Alex Yee discuss how Brandes approaches the technology sector including AI from a value investor’s perspective.
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Brandes Letter – June: Investing is a People Business
Brandes Briefing
Managing Director Oliver Murray discusses our Brandes Letter – June: Investing is a People Business, which emphasizes human expertise in investment.
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The Durability of the Pro-Value Cycle
Brandes Briefing
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.
info_outlineDirector, 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.