BridgeBytes

Due to the economic turmoil caused by the Covid-19 pandemic, there have been many mergers and acquisitions in the small-cap equity space. Mark Costa explains how these have unfolded and what they mean for the Brandes Global Small Cap Equity Fund. (Published November 2021).

Mark Costa explains how Brandes finds solid value opportunities in the small-cap space. He examines how much variety there is in small-cap equities and how there is ample selection for those willing to do the research. (Published November 2021).

Adam Wiseman explains the difference between mental health and mental illness: terms that are often used interchangeably but have distinct meanings. (Published: October 2021)

Morningstar's Michael Keaveney discusses Q3 performance for the MMIP multi-asset portfolios, taking time to examine some individual holdings. (Published October 2021).

Morningstar's Michael Keaveney explores the portfolios' holdings in relation to China and offers his opinions on whether China is a value trap or will become one in the future. (Published October 2021).

Adam Wiseman discusses the difference between stress and anxiety and how to identify what you may be feeling. As things return to normal after the pandemic you may notice an increase in both – being able to identify the difference helps when it comes to working toward a healthier mental state. (Published: September 2021)

Brian Kersmanc discusses GQG Partners' outlook on China and touches on their exposure to Chinese companies as well as other EM holdings that may be beneficiaries to Chinese policy. Brian also discusses additional EM trends as they relate to the GQG Partners' International and Global portfolios. (Published: June 2021)

Brian Kersmanc discusses GQG Partners' outlook on Vale, the iron ore business out of Brazil and how, on a go-forward basis, Vale's ESG commitments are looking promising after a recent catastrophe. Brian also touches on how the non-traditional analysts at GQG Partners helped to gather important information to help shape their view on the company. (Published: June 2021)

Brian Kersmanc discusses GQG Partners' outlook on inflation, noting that their plan is to keep analyzing the data points and be ready to react if necessary. Brian also touches on the impact of the current market environment (COVID-19 recovery) and its impact on economic growth. (Published: June 2021)

Brian Kersmanc discusses why GQG Partners places a premium on liquidity, noting that it's often underappreciated by a lot of other managers. Brian outlines why liquidity gives GQG Partners the ability to shift and react based on data points and gives examples of how they have managed to do that during the COVID-19 pandemic. (Published: June 2021)