BridgeBytes

Mark Costa shares his thoughts on U.S. regional banks – specifically as it pertains to the recent SVB failure and how that shapes the space moving forward. (Published June 2023)

Mark Costa discusses the potential opportunities within fallen large caps and how Brandes' all-cap research group plays an important role during sell-offs. (Published June 2023)

Mark Costa discusses C&C Group, one of the largest cider companies in Ireland and a holding in the Global Small Cap Equity Fund. Mark highlights how COVID-19 impacted the business and why Brandes believes it's an attractive opportunity. (Published June 2023)

Mark Costa speaks to the potential opportunity sets available within the small-cap space. Specifically, Mark discusses Brandes' ability to pair high volatility with, what Brandes considers to be, durable businesses to exploit the volatility without necessarily taking on the risk. (Published June 2023)

Rajiv Jain discusses three ongoing situations that he's keeping an eye on, including the Russia-Ukraine conflict, relations between China and the U.S. and the commercial real estate flare up. (Published June 2023)

Rajiv Jain discusses portfolio rotation and why he believes it should be thought of as an important part of long-term survival. (Published June 2023)

Rajiv Jain discusses GQG Partners cutting back on their exposure to U.S. banks and notes that, while we're not near another 2008 situation, in his opinion, more banks could be put under pressure. Rajiv also discusses why GQG Partners is more upbeat on equity markets. (Published June 2023)

Rajiv Jain provides his insights on the energy space becoming, in his opinion, somewhat less attractive while the tech space became more attractive and how GQG Partners proceeded accordingly. (Published June 2023)

Nicole Limper and Ben Larsen discuss GQG Partners' views on investing in China today. Ben discusses two of the biggest reasons for GQG Partners not joining in on the "Grand Reopening" – political risk and fundamentals. Ben uses Brazil as a comparison where, in GQG Partners' view, valuations and earnings quality are more attractive and there is less political risk. (Published March 2023).

Steve Ford provides a recap of GQG Partners' 2022 outlook – focusing on China, inflation and valuations. Josh Snyder provides an in-depth discussion on three things that GQG Partners has flagged to look out for in 2023 including inflation, tech earnings and the potential fall of the U.S. dollar as a catalyst for non-U.S. outperformance. (Published March 2023).