BridgeBytes

Aleksy Wojcik provides an update on how the U.S. tariffs may have an impact on certain Canadian exports in the energy sector. (Published: June 2025)

Aleksy Wojcik shares his thoughts on LNG Canada, and offers his insights on opportunities in the energy sector that could potentially benefit from these dynamics. (Published: June 2025)

Aleksy Wojcik shares his thoughts on broad energy market dynamics, his outlook on oil prices and current oil supply and demand. (Published: June 2025)

Brian Matthews looks under the hood of the U.S. market and outlines where Brandes believes value opportunities currently lie. Brian also discusses his views on the large valuation gap between the value side of the market and the growth side of the market. (Published: March 2025)

Brian Matthews gives a high-level overview of the Brandes approach to value, which can be broken down into three buckets that seek to ensure exposure across the value spectrum. (Published: March 2025)

Brian Matthews provides an update on how U.S. tariffs may impact the Brandes Global Equity Fund, including insights around the roles that geographic exposure, overweights/underweights and pricing power might play. (Published: March 2025)

Peter Kashanek discusses why it might be a good time to think about defensive dividends given the current market environment. Peter also touches on equity valuations and the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla). (Published: December 2024)

Peter Kashanek provides an update on the Lazard Defensive Global Dividend Fund including sector, region and market cap exposures. (Published: December 2024)

Peter Kashanek discusses how the Lazard Defensive Global Dividend Fund is constructed, including the four key attributes that Lazard uses in their investment process. (Published: December 2024)

Brian Kersmanc discusses GQG's investment philosophy of forward-looking quality and highlights how their approach allows GQG to consistently adapt their portfolios to different areas of the market using examples like PetroChina, Novartis and Microsoft. Brian notes that, at the end of the day, they are style agnostic investors and just want great compounding businesses. (Published: November 2024)