BridgeBytes

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).

Kim Shannon speaks to the recent trend of following the global benchmark index and shunning new allocations to Canadian equities. Kim touches on a study of 100+ years of data that suggests Canada offers one of the best returns with the lowest risk. (Published: January 2023)

Kim Shannon discusses the three major steps in Sionna's investment approach; an approach that Kim has been using since 1986. Kim spends some time outlining the quantitative, qualitative and portfolio construction aspects of the investment approach. (Published: January 2023)

Kim Shannon shares her insights around Sionna's style of investing, as well as how she draws on her relationships with finance, science and history to ensure a well-rounded approach to investing. (Published: January 2023)

Stephen Jenkins speaks about his history in the industry and what led him to working at Sionna. Stephen shares that his career began when Kim Shannon hired him into the industry in the early 90s. (Published: January 2023)

Stephen Jenkins outlines what investment opportunities excite him the most in Canada and shares a few soundbites about the Sionna Opportunities Fund. (Published: January 2023)

Rajiv Jain explains how GQG Partners looks at active share and portfolio turnover. (Published July 2022).

Rajiv Jain explains how his decades of managing emerging market equites helps him navigate the challenges of inflation today. (Published July 2022).

Rajiv Jain provides his opinion on the performance of GQG Partners during this market downturn. (Published July 2022).

GQG Partners had a lot invested the technology sector in 2020 before reducing exposure in 2021. Rajiv Jain provides his insight on the technology sector today. (Published July 2022).

Rajiv Jain explains his thoughts on utilizing technical analysis to decide when to buy or sell. (Published July 2022).

In a recent panel discussion, Chris Duncan, Director, Investment Group at Brandes Investment Partners, explained why supply is growing slower than expected from North American shale oil. (Published July 2022).

In a recent panel discussion, Chulantha De Silva, Senior Investment Analyst at GQG Partners, explained why his team sees opportunity in energy stocks. (Published July 2022).

Bob Schmidt, Manager of the Brandes Institute, discusses the framing bias and the notion that how you present data and information can have a serious impact on your clients' perceptions. (Published April 2022)

Bob Schmidt, Manager of the Brandes Institute, discusses the importance of the relationship between price and value and why it's a good idea to remind clients of these dynamics to help reorient them toward a longer-term perspective. Bob also mentions the potential dangers of short-term, emotional reactions and how to avoid them. (Published April 2022)

Brandes Institute manager, Bob Schmidt, discusses the importance of having a sound investment process and why it's necessary to focus on the factors that you can control, rather than those that you have no control over. (Published April 2022)

Brandes Institute manager, Bob Schmidt, points out that people under 60 have spent their adult lives in a period of declining inflation. He looks at the Canadian inflation rate over the last year and provides insights on the "stocks vs. bonds" debate during inflationary periods. (Published April 2022)

Rajiv Jain explains his thoughts on utilizing technical analysis to decide when to buy or sell. (Published July 2022).

Rajiv Jain provides his opinion on the performance of GQG Partners during this market downturn. (Published July 2022).

In a recent panel discussion, Aleksy Wojcik, Portfolio Manager at Sionna Investment Managers, offered insight in opportunities he sees in the oil and gas sector in Canada. (Published July 2022).