BridgeBytes

Brian Kernsmanc discusses GQG's approach when seeking to generate consistent downside protection, noting two main factors: 1) GQG believes that if they are getting the names right from a quality perspective then the names should hold up; and 2) GQG also believes in an asymmetrical reaction to risk versus opportunity, and not being afraid to cut back early when necessary. (Published: November 2024)

Brian Kersmanc discusses GQG's adaptability, specifically regarding the tech sector and the portfolio's positioning within tech over the last 3-4 years. (Published: November 2024)

Steve Liberatore explains what Nuveen's impact report is and why he believes it matters to investors. Steve explains that impact reporting allows Nuveen to communicate with investors to let them know how their capital is being deployed and the outcomes being derived from the investments being made on their behalf.

Steve Liberatore shares his thoughts on how an emphasis on impact investing and considering ESG issues can make for a better fixed-income manager. Steve believes that the key to generating outperformance over time isn't by picking winners, it's by avoiding losers.

Steve Liberatore outlines what green bonds are and his view of their significance as a growing asset class. Steve also provides some specific stats around their presence and growth in the global fixed-income market.

Steve Liberatore speaks to how Nuveen works with issuers, underwriters and other stakeholders to become the anchor investor in a number of prominent green bond deals.

Steve Liberatore discusses the Nuveen Global Green Bond Fund and outlines the role that the Fund can play in a client's overall fixed income allocation. Steve notes that the Fund seeks to generate long-term excess returns by utilizing the concept of impact investing.

Mark Costa speaks to what types of companies the Brandes Global Small Cap Equity Fund looks to avoid, noting that Brandes is looking for value and isn't finding any merit in "cheap for a reason" names or regional banks and secondary type businesses.

Mark Costa highlights CAE – a Canadian name and global leader in providing simulation and training solutions for civil aviation, defense and security. Mark outlines Brandes' view on the position and what opportunities may lie ahead.

Mark Costa discusses the strong performance of the Brandes Global Small Cap Fund in recent quarters, sharing his views on why it's not too late to invest and why it shouldn't be considered a missed opportunity. Mark also shares his views on the potential opportunity set, reallocation and why he believes it's an exciting time to be allocating capital within the small-cap space.