loader from loading.io

Sionna – Performance in Inflationary Environments

BridgeBytes

Release Date: 04/08/2024

Nuveen – The Importance of Impact Reporting show art Nuveen – The Importance of Impact Reporting

BridgeBytes

Steve Liberatore explains what Nuveen's impact report is and why he believes it matters to investors. Steve explains that impact reporting allows Nuveen to communicate with investors to let them know how their capital is being deployed and the outcomes being derived from the investments being made on their behalf.

info_outline
Nuveen – Impact Investing & ESG show art Nuveen – Impact Investing & ESG

BridgeBytes

Steve Liberatore shares his thoughts on how an emphasis on impact investing and considering ESG issues can make for a better fixed-income manager. Steve believes that the key to generating outperformance over time isn’t by picking winners, it’s by avoiding losers.

info_outline
Nuveen – Green Bonds as an Asset Class show art Nuveen – Green Bonds as an Asset Class

BridgeBytes

Steve Liberatore outlines what green bonds are and his view of their significance as a growing asset class. Steve also provides some specific stats around their presence and growth in the global fixed-income market.

info_outline
Nuveen – Direct & Measurable Impact Investing show art Nuveen – Direct & Measurable Impact Investing

BridgeBytes

Steve Liberatore speaks to how Nuveen works with issuers, underwriters and other stakeholders to become the anchor investor in a number of prominent green bond deals.

info_outline
Nuveen – Nuveen Global Green Bond Fund show art Nuveen – Nuveen Global Green Bond Fund

BridgeBytes

Steve Liberatore discusses the Nuveen Global Green Bond Fund and outlines the role that the Fund can play in a client’s overall fixed income allocation. Steve notes that the Fund seeks to generate long-term excess returns by utilizing the concept of impact investing.

info_outline
Brandes – What Do You Look to Avoid? show art Brandes – What Do You Look to Avoid?

BridgeBytes

Mark Costa speaks to what types of companies the Brandes Global Small Cap Equity Fund looks to avoid, noting that Brandes is looking for value and isn’t finding any merit in “cheap for a reason” names or regional banks and secondary type businesses. 

info_outline
Brandes – Holdings Spotlight: CAE show art Brandes – Holdings Spotlight: CAE

BridgeBytes

Mark Costa highlights CAE – a Canadian name and global leader in providing simulation and training solutions for civil aviation, defense and security. Mark outlines Brandes’ view on the position and what opportunities may lie ahead.

info_outline
Brandes – Has The Ship Sailed on Global Small Caps.mp3 show art Brandes – Has The Ship Sailed on Global Small Caps.mp3

BridgeBytes

Mark Costa discusses the strong performance of the Brandes Global Small Cap Fund in recent quarters, sharing his views on why it's not too late to invest and why it shouldn't be considered a missed opportunity. Mark also shares his views on the potential opportunity set, reallocation and why he believes it's an exciting time to be allocating capital within the small-cap space.

info_outline
T. Rowe Price – Spotlight: Apple show art T. Rowe Price – Spotlight: Apple

BridgeBytes

Paul Greene shares his thoughts on Apple, which is currently one of the portfolio's top holdings, and why he thinks that, in this current environment, it is going to be a slower grower compounder. 

info_outline
T. Rowe Price – Blue Chip Investing Today show art T. Rowe Price – Blue Chip Investing Today

BridgeBytes

info_outline
 
More Episodes

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.