BridgeBytes

BridgeBytes 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.

Strategies for Sharing Mental Health Resources 12/10/2025

Strategies for Sharing Mental Health Resources Christina Gallo describes four strategies for sharing mental health resources with clients and emphasizes that, while advisors are not meant to be therapists, they can play an important role in distributing mental health resources where appropriate. (Published: August 2025) /episode/index/show/bridgehouse/id/39358875

Financial Planning & Mental Health 12/10/2025

Financial Planning & Mental Health Christina Gallo describes the impact that financial planning can have on mental well-being, and breaks down the differences between mental health and mental illness. (Published: August 2025) /episode/index/show/bridgehouse/id/39358865

Sionna – Canada as an Oil Supplier 12/10/2025

Sionna – Canada as an Oil Supplier Aleksy Wojcik discusses Canada’s potential as a major oil supplier to the U.S. and the rest of the world. (Published: June 2025) /episode/index/show/bridgehouse/id/39358810

Nuveen – Why Impact Reporting Matters Today 12/10/2025

Nuveen – Why Impact Reporting Matters Today Steve Liberatore talks about how Nuveen’s Global Fixed Income Impact Report 2024 won Impact Report of the Year award, what the report entails and the value that the report can bring to clients. (Published: August 2025) /episode/index/show/bridgehouse/id/39358775

Nuveen – Nuveen’s Deal with Amazon Reforestation Bond 12/10/2025

Nuveen – Nuveen’s Deal with Amazon Reforestation Bond Steven Liberatore explains the rationale behind the Amazon Reforestation Bond, and its potential financial and environmental benefits. (Published: August 2025) /episode/index/show/bridgehouse/id/39358770

Nuveen – Nuveen’s Approach to Impact Investing 12/10/2025

Nuveen – Nuveen’s Approach to Impact Investing Steven Liberatore shares a quick overview of how his team runs the Nuveen Global Green Bond portfolio and his firm’s approach to impact investing. (Published: August 2025) /episode/index/show/bridgehouse/id/39358760

Nuveen – Impact of U.S. Politics on ESG Markets 12/10/2025

Nuveen – Impact of U.S. Politics on ESG Markets Steve Liberatore discusses the slowdown in U.S. green bond issuance and the role of ESG factors in managing risk. (Published: August 2025) /episode/index/show/bridgehouse/id/39358740

Nuveen – Thoughts on Renewable Energy in the U.S. 12/10/2025

Nuveen – Thoughts on Renewable Energy in the U.S. Steve Liberatore shares his thoughts on the growing role of renewables in the U.S., highlighting benefits that are driving the transition. (Published: August 2025) /episode/index/show/bridgehouse/id/39358750

Nuveen – Thoughts on the High-Yield Sector 12/10/2025

Nuveen – Thoughts on the High-Yield Sector Steve Liberatore shares his thoughts on the high-yield sector amid the current political landscape and tariff situation. (Published: August 2025) /episode/index/show/bridgehouse/id/39358680

Sionna – Sionna Spotlight: Agnico Eagle 12/10/2025

Sionna – Sionna Spotlight: Agnico Eagle Aleksy Wojcik discusses Sionna’s view on Agnico Eagle, one of Sionna’s high-conviction picks. (Published: June 2025) /episode/index/show/bridgehouse/id/39358530

Sionna – Thoughts on Rare Earth Element Production in Canada 12/10/2025

Sionna – Thoughts on Rare Earth Element Production in Canada Aleksy Wojcik provides a high-level overview of the world's largest rare-earth suppliers, and outlines steps that he believes Canada can take to become one. (Published: June 2025) /episode/index/show/bridgehouse/id/39358515

Sionna – U.S. Tariffs on Canadian Exports 12/10/2025

Sionna – U.S. Tariffs on Canadian Exports Aleksy Wojcik provides an update on how the U.S. tariffs may have an impact on certain Canadian exports in the energy sector. (Published: June 2025) /episode/index/show/bridgehouse/id/39358505

Sionna – Thoughts on LNG Canada 12/10/2025

Sionna – Thoughts on LNG Canada Aleksy Wojcik shares his thoughts on LNG Canada, and offers his insights on opportunities in the energy sector that could potentially benefit from these dynamics. (Published: June 2025) /episode/index/show/bridgehouse/id/39358495

Sionna – Oil Prices and the Energy Markets 12/10/2025

Sionna – Oil Prices and the Energy Markets Aleksy Wojcik shares his thoughts on broad energy market dynamics, his outlook on oil prices and current oil supply and demand. (Published: June 2025) /episode/index/show/bridgehouse/id/39358275

Brandes – Finding Value in the U.S. 03/28/2025

Brandes – Finding Value in the U.S. Brian Matthews looks under the hood of the U.S. market and outlines where Brandes believes value opportunities currently lie. Brian also discusses his views on the large valuation gap between the value side of the market and the growth side of the market. (Published: March 2025) /episode/index/show/bridgehouse/id/36937730

Brandes – The Brandes Approach to Value 03/28/2025

Brandes – The Brandes Approach to Value Brian Matthews gives a high-level overview of the Brandes approach to value, which can be broken down into three buckets that seek to ensure exposure across the value spectrum. (Published: March 2025) /episode/index/show/bridgehouse/id/36937695

Brandes – Tariff Talk 03/28/2025

Brandes – Tariff Talk Brian Matthews provides an update on how U.S. tariffs may impact the Brandes Global Equity Fund, including insights around the roles that geographic exposure, overweights/underweights and pricing power might play. (Published: March 2025) /episode/index/show/bridgehouse/id/36937675

Lazard – Why Think About Defensive Dividends Today? 12/23/2024

Lazard – Why Think About Defensive Dividends Today? Peter Kashanek discusses why it might be a good time to think about defensive dividends given the current market environment. Peter also touches on equity valuations and the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla). (Published: December 2024) /episode/index/show/bridgehouse/id/36937650

Lazard – Portfolio Update 12/23/2024

Lazard – Portfolio Update Peter Kashanek provides an update on the Lazard Defensive Global Dividend Fund including sector, region and market cap exposures. (Published: December 2024) /episode/index/show/bridgehouse/id/36937570

Lazard – Investment Process 12/23/2024

Lazard – Investment Process Peter Kashanek discusses how the Lazard Defensive Global Dividend Fund is constructed, including the four key attributes that Lazard uses in their investment process. (Published: December 2024) /episode/index/show/bridgehouse/id/36937625

GQG – Forward-Looking Quality 11/21/2024

GQG – Forward-Looking Quality Brian Kersmanc discusses GQG’s investment philosophy of forward-looking quality and highlights how their approach allows GQG to consistently adapt their portfolios to different areas of the market using examples like PetroChina, Novartis and Microsoft. Brian notes that, at the end of the day, they are style agnostic investors and just want great compounding businesses. (Published: November 2024) /episode/index/show/bridgehouse/id/36937555

GQG – Downside Protection 11/21/2024

GQG – Downside Protection Brian Kernsmanc discusses GQG's approach when seeking to generate consistent downside protection, noting two main factors: 1) GQG believes that if they are getting the names right from a quality perspective then the names should hold up; and 2) GQG also believes in an asymmetrical reaction to risk versus opportunity, and not being afraid to cut back early when necessary. (Published: November 2024) /episode/index/show/bridgehouse/id/36937540

GQG – Adaptability in the Tech Sector 11/21/2024

GQG – Adaptability in the Tech Sector Brian Kersmanc discusses GQG’s adaptability, specifically regarding the tech sector and the portfolio’s positioning within tech over the last 3-4 years. (Published: November 2024) /episode/index/show/bridgehouse/id/36937470

Nuveen – The Importance of Impact Reporting 07/24/2024

Nuveen – The Importance of Impact Reporting 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. /episode/index/show/bridgehouse/id/32276122

Nuveen – Impact Investing & ESG 07/24/2024

Nuveen – Impact Investing & ESG 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. /episode/index/show/bridgehouse/id/32276047

Nuveen – Green Bonds as an Asset Class 07/24/2024

Nuveen – Green Bonds as an Asset Class 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. /episode/index/show/bridgehouse/id/32276022

Nuveen – Direct & Measurable Impact Investing 07/24/2024

Nuveen – Direct & Measurable Impact Investing 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. /episode/index/show/bridgehouse/id/32276012

Nuveen – Nuveen Global Green Bond Fund 07/24/2024

Nuveen – Nuveen Global Green Bond Fund 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. /episode/index/show/bridgehouse/id/32275997

Brandes – What Do You Look to Avoid? 07/24/2024

Brandes – What Do You Look to Avoid? 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. /episode/index/show/bridgehouse/id/32275947

Brandes – Holdings Spotlight: CAE 07/24/2024

Brandes – Holdings Spotlight: CAE 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. /episode/index/show/bridgehouse/id/32275922

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