Brandes Briefing Brandes Investment Partners
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- Business
Each episode of the Brandes Briefing shares topical insights from a value-investing perspective.
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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.
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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 http://www.brandes.com/etfs. Read the prospectus or summary prospectus carefully before investing
Distributed by Foreside Fund Services, LLC -
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 http://www.brandes.com/etfs. Read the prospectus or summary prospectus carefully before investing
Distributed by Foreside Fund Services, LLC -
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.
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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.
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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.