47本のエピソード

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

Brandes Briefing Brandes Investment Partners

    • ビジネス

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

    Emerging Markets: China & Beyond

    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. 

    • 13分
    Drilling Down: The Risks and Returns of Energy Investments

    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

    • 19分
    International Equity: Geographic and Sector Opportunities

    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

    • 12分
    Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs

    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. 

    • 15分
    The Investment Case for Small Cap Stocks

    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.

    • 16分
    Emerging Markets: Asia and Technology

    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.

    • 10分

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