BridgeBytes

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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

Brandes – Has The Ship Sailed on Global Small Caps.mp3 07/24/2024

Brandes – Has The Ship Sailed on Global Small Caps.mp3 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. /episode/index/show/bridgehouse/id/32275912

T. Rowe Price – Spotlight: Apple 07/24/2024

T. Rowe Price – Spotlight: Apple 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. /episode/index/show/bridgehouse/id/32275762

T. Rowe Price – Blue Chip Investing Today 07/24/2024

T. Rowe Price – Blue Chip Investing Today /episode/index/show/bridgehouse/id/32275717

T. Rowe Price – Artificial Intelligence (AI) & Productivity 07/24/2024

T. Rowe Price – Artificial Intelligence (AI) & Productivity Paul Greene shared his thoughts on the mixed bag of improvements in AI and the impacts on businesses. Paul notes that there are many examples where productivity increases and companies are seeing real returns on their spend, but the opposite is being seen as well. Paul also shares that T. Rowe Price is optimistic about the possibilities of AI over time. /episode/index/show/bridgehouse/id/32275697

T. Rowe Price – Thoughts on the Magnificent 7 07/24/2024

T. Rowe Price – Thoughts on the Magnificent 7 Paul Greene discusses the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) and why T. Rowe Price believes it’s important to remember that they are all different companies with different drivers – something that can get lost when they’re talked about as one big group. /episode/index/show/bridgehouse/id/32275692

T. Rowe Price – Increasing Concentration Within the U.S. Stock Market 07/24/2024

T. Rowe Price – Increasing Concentration Within the U.S. Stock Market Paul Greene discusses the increase in concentration within the U.S. stock market, noting that it’s a trend that has been going on for over a decade and has several implications that T. Rowe Price must consider as a result. /episode/index/show/bridgehouse/id/32275657

GQG – Opportunities in the Middle East 07/24/2024

GQG – Opportunities in the Middle East Sid Jain discusses the kinds of opportunities that GQG is seeing in the Middle East and why they believe recent changes to business policies, permit processing and a shift in cultural mindset makes it an exciting time to invest in the region. Sid also shares his thoughts that while geo-political noise is nothing new in the Middle East, the UAE has always seemed to avoid getting involved. /episode/index/show/bridgehouse/id/32275562

GQG – Holding Spotlight: Petrobras 07/24/2024

GQG – Holding Spotlight: Petrobras Sid Jain provides his views on Brazil, noting that Brazil is coming out of a multi-year bear market environment resulting in a series of pro-business policies and government agendas which GQG believes is an attractive opportunity set. Sid also discusses the portfolio's largest holding (currently) in Brazil, Petrobras. /episode/index/show/bridgehouse/id/32275552

GQG – Thoughts on China 07/24/2024

GQG – Thoughts on China Brian Kersmanc discusses why, based on absolute risk-reward metrics, GQG is currently bearish on China. Brian also provides his thoughts on the potential for a China-Taiwan war and what that could mean for the markets. /episode/index/show/bridgehouse/id/32275507

GQG – Insights on India 07/24/2024

GQG – Insights on India /episode/index/show/bridgehouse/id/32275487

GQG – Why is GQG Re-opening the Emerging Markets (EM) Fund Now? 07/24/2024

GQG – Why is GQG Re-opening the Emerging Markets (EM) Fund Now? Brian Kersmanc discusses why GQG Partners originally soft-capped the EM Fund early on and why they are excited to now have an EM Fund in the Canadian marketplace. Brian also highlights where GQG sees opportunity within the EM space and explains why they are currently very bullish on EM, excluding China. /episode/index/show/bridgehouse/id/32275452

GQG – Investing Journey Over the Last Year 04/08/2024

GQG – Investing Journey Over the Last Year Sudarshan Murthy shares his thoughts on the overall performance over the last year and revisits the impact of the Russia-Ukraine conflict as well as other performance factors within the emerging markets environment. /episode/index/show/bridgehouse/id/30735178

GQG – Importance of Being Active & Adaptable in Emerging Markets 04/08/2024

GQG – Importance of Being Active & Adaptable in Emerging Markets Ben Larsen and Sudarshan Murthy explain the adaptability of GQG’s portfolios and their process, and why they believe this is important in the emerging markets space. /episode/index/show/bridgehouse/id/30735153

GQG – Structural Changes & What’s in Favour Today in Emerging Markets? 04/08/2024

GQG – Structural Changes & What’s in Favour Today in Emerging Markets? Sudarshan Murthy shares his thoughts on what has changed in emerging market economies over the last 10-20 years as well as highlights some of the emerging markets countries that are becoming more attractive today. /episode/index/show/bridgehouse/id/30735133

GQG – India’s Rise as an Investment Opportunity 04/08/2024

GQG – India’s Rise as an Investment Opportunity Ben Larsen and Sudarshan Murthy explain how the market cap of India is larger than Germany and the U.K. and discuss their belief that passing regulations to change bankruptcy laws and real estate practices within India have had a positive impact on how the market views India as a whole. /episode/index/show/bridgehouse/id/30735093

Sionna Spotlight: Ahold Delhaize 04/08/2024

Sionna Spotlight: Ahold Delhaize Stephen Jenkins discusses Sionna’s view on Ahold Delhaize as an attractive name outside of Canada that is held in the Sionna Opportunities Fund. /episode/index/show/bridgehouse/id/30735063

Sionna Spotlight: Fairfax Financial 04/08/2024

Sionna Spotlight: Fairfax Financial Kim Shannon discusses Sionna’s view on Fairfax Financial as an attractive name with plenty of advantages and runway to grow. /episode/index/show/bridgehouse/id/30735033

Sionna – Performance in Inflationary Environments 04/08/2024

Sionna – Performance in Inflationary Environments 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. /episode/index/show/bridgehouse/id/30735008

Sionna – Are Aggressive Rate Cuts Ahead? 04/08/2024

Sionna – Are Aggressive Rate Cuts Ahead? Kim Shannon shares her thoughts on whether or not we might see aggressive interest rate cutting to combat a potential upcoming recession as well as some of the tools that can be used to control inflationary and disinflationary environments. /episode/index/show/bridgehouse/id/30734998

Sionna – How Has Sionna Navigated the Tightening Cycle 04/08/2024

Sionna – How Has Sionna Navigated the Tightening Cycle Kim Shannon weighed in on the recession vs. no recession debate and discussed how Sionna has navigated the most aggressive tightening cycle in a generation. (Published: Jan 2024) /episode/index/show/bridgehouse/id/30734973

Lazard Global Compounders & AI 04/03/2024

Lazard Global Compounders & AI Louis Florentin-Lee discusses AI and provides commentary around some of the names held in the compounders portfolio that provide AI exposure. While Lazard currently doesn't own the white-hot AI names (i.e., NVIDIA), Lazard believes they are well-positioned in the space and have attractive exposure to AI via a handful of specific holdings that Louis speaks to. (Published: March 2024) /episode/index/show/bridgehouse/id/30661593

Lazard – Company Spotlight: Dollarama 04/03/2024

Lazard – Company Spotlight: Dollarama Louis Florentin-Lee discusses Lazard’s views on Dollarama, which they believe is a quintessential compounder and a brilliant business. Louis highlights what he sees as being two of the most important competitive advantages that Dollarama holds: their scale and their focused approach. (Published: March 2024) /episode/index/show/bridgehouse/id/30661543

Lazard – The Impact of the Magnificent 7 04/03/2024

Lazard – The Impact of the Magnificent 7 Louis Florentin-Lee discusses Lazard’s views on the Magnificent 7 (Mag 7) (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) and how the Mag 7 stocks are impacting the broader equity market. Louis also speaks to some the of Mag 7 names that the compounders portfolio currently does not hold and why. (Published: March 2024) /episode/index/show/bridgehouse/id/30661508

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