Brandes Briefing

Each episode of the Brandes Briefing shares topical insights from a value-investing perspective.

Emerging Markets: China & Beyond 05/09/2024

Emerging Markets: China & Beyond 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. /episode/index/show/brandesbriefing/id/31224237

Drilling Down: The Risks and Returns of Energy Investments 04/30/2024

Drilling Down: The Risks and Returns of Energy Investments 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 . Read the prospectus or summary prospectus carefully before investing Distributed by Foreside Fund Services, LLC /episode/index/show/brandesbriefing/id/31061553

International Equity: Geographic and Sector Opportunities 04/09/2024

International Equity: Geographic and Sector Opportunities 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, LLC /episode/index/show/brandesbriefing/id/30750938

Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs 03/28/2024

Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs 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. /episode/index/show/brandesbriefing/id/30581083

The Investment Case for Small Cap Stocks 02/02/2024

The Investment Case for Small Cap Stocks 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. /episode/index/show/brandesbriefing/id/29773558

Emerging Markets: Asia and Technology 12/08/2023

Emerging Markets: Asia and Technology 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. /episode/index/show/brandesbriefing/id/28989413

Inflation, Interest Rates, Technology, and Value 11/16/2023

Inflation, Interest Rates, Technology, and Value 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. /episode/index/show/brandesbriefing/id/28679783

Value Opportunities in the Technology Space 10/10/2023

Value Opportunities in the Technology Space Managing Director Oliver Murray and Research Analyst Alex Yee discuss how Brandes approaches the technology sector including AI from a value investor’s perspective. /episode/index/show/brandesbriefing/id/28278911

Brandes Letter – June: Investing is a People Business 09/01/2023

Brandes Letter – June: Investing is a People Business Managing Director Oliver Murray discusses our Brandes Letter – June: Investing is a People Business, which emphasizes human expertise in investment. /episode/index/show/brandesbriefing/id/27917838

The Durability of the Pro-Value Cycle 06/15/2023

The Durability of the Pro-Value Cycle 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. /episode/index/show/brandesbriefing/id/27154539

Recent U.S. Bank Failures: Brandes’ View 05/11/2023

Recent U.S. Bank Failures: Brandes’ View 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. /episode/index/show/brandesbriefing/id/26817399

International Equity: Finding Value in Today’s Environment 05/11/2023

International Equity: Finding Value in Today’s Environment 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. /episode/index/show/brandesbriefing/id/26817381

Inflation Trends and The Value Cycle 12/15/2022

Inflation Trends and The Value Cycle Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss recent inflation trends and what they mean for value investors. /episode/index/show/brandesbriefing/id/25343139

Recent Market Sell-Off and Potential Value Opportunities 12/15/2022

Recent Market Sell-Off and Potential Value Opportunities 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. /episode/index/show/brandesbriefing/id/25343064

Energy Sector Part 2 – Transition to Renewables 06/29/2022

Energy Sector Part 2 – Transition to Renewables 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. /episode/index/show/brandesbriefing/id/23576876

Energy Sector Part 1 – Where Brandes Sees Opportunities 06/29/2022

Energy Sector Part 1 – Where Brandes Sees Opportunities Managing Director Oliver Murray and Director in Investments Chris Duncan, CFA discuss current market issues affecting the complex Energy sector and potential opportunities. /episode/index/show/brandesbriefing/id/23576756

Financial Professionals and Mental Health – A Discussion with Frank Murtha, Ph.D. 06/16/2022

Financial Professionals and Mental Health – A Discussion with Frank Murtha, Ph.D. 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. /episode/index/show/brandesbriefing/id/23448422

Brandes US Small Cap – Opportunities in Today’s Market 05/11/2022

Brandes US Small Cap – Opportunities in Today’s Market 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. /episode/index/show/brandesbriefing/id/23076509

How Stagflation Could Affect The Pro Value Cycle 03/23/2022

How Stagflation Could Affect The Pro Value Cycle Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss stagflation and whether or not the pro value cycle is over. /episode/index/show/brandesbriefing/id/22539455

How Brandes is Responding to the Current Environment 03/23/2022

How Brandes is Responding to the Current Environment Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss how Brandes is responding to the current environment/crisis in Ukraine. /episode/index/show/brandesbriefing/id/22539410

The Impact of Russia’s Invasion of Ukraine on Emerging Markets 03/14/2022

The Impact of Russia’s Invasion of Ukraine on Emerging Markets 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. /episode/index/show/brandesbriefing/id/22441088

Boomers Series: Inflation 12/22/2021

Boomers Series: Inflation 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. /episode/index/show/brandesbriefing/id/21578765

Boomers Series: The Retirement Rule 12/22/2021

Boomers Series: The Retirement Rule 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. /episode/index/show/brandesbriefing/id/21578675

Boomers Series: Retiree Mindset 12/22/2021

Boomers Series: Retiree Mindset 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. /episode/index/show/brandesbriefing/id/21578282

Boomers Series: Wheel of Emotion 12/22/2021

Boomers Series: Wheel of Emotion 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. /episode/index/show/brandesbriefing/id/21578009

Boomers Series: Ideas for Long-Term Investing 12/22/2021

Boomers Series: Ideas for Long-Term Investing 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. /episode/index/show/brandesbriefing/id/21577499

"Value" is in the Eye of the Beholder 11/11/2021

"Value" is in the Eye of the Beholder 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. /episode/index/show/brandesbriefing/id/21131543

Crosshairs of Disruption in the Autos Industry 10/22/2021

Crosshairs of Disruption in the Autos Industry 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. /episode/index/show/brandesbriefing/id/20903861

ESG: What It Means At Brandes 08/11/2021

ESG: What It Means At Brandes 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. /episode/index/show/brandesbriefing/id/20107622

Current Environment for Value Investing: Is It Too Late? 06/17/2021

Current Environment for Value Investing: Is It Too Late? 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. /episode/index/show/brandesbriefing/id/19510739

Brandes Briefing

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