BridgeBytes

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, discusses the importance of checking in on your own mental health and of those around you. (Published: May 2022).

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, describes "languishing" and why more people may be experiencing it. He also offers helpful advice on how to move from languishing toward flourishing. (Published: May 2022).

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

Adam Patterson, Client Portfolio Manager at GQG Partners, examines the downturn in global equity benchmarks and provides insight on the current market environment. (Published June 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 how GQG Partners looks at active share and portfolio turnover. (Published July 2022).

Jackie Au, Portfolio Manager at Sionna, offers his insights on Nutrien in light of the recent conflict in Ukraine. (Published March 2022).

Kim Shannon, Sionna's President and Co-CIO, provides insight on some of the recent changes implemented in the Sionna Canadian Equity Fund, examining the changes through a value investing lens. (Published March 2022).

Kim Shannon, Sionna's President and Co-CIO, explains why Sionna Investment Managers is overweight on Canadian banks. (Published March 2022).

In light of recent geopolitical risks, monetary policy changes and COVID-19, Brent Woods, Chief Executive Officer at Brandes Investment Partners, provides a view on Brandes fund performance over the next five years and explains how the portfolios are set up to manage risk and generate returns going forward. (Published March 2022).

Brent Woods, Chief Executive Officer at Brandes Investment Partners, explains how Brandes factors interest rates into its valuations of companies in which it invests. (Published March 2022).

Brent Woods, Chief Executive Officer at Brandes Investment Partners, provides insights on value and earnings in European markets going forward. (Published March 2022).

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, explains Seasonal Affective Disorder and provides a few tips to help mitigate the impact it may have on your day-to-day life. (Published: February 2022).

Morningstar's Michael Keaveney provides an update on his outlook and positioning for the multi-asset portfolios in 2022. He offers insight into how the portfolios are built to manage inflation, volatility and other risks. (Published February 2022).

Tyler Fleming, Director of the Investor Office at the OSC, explains the regulatory frameworks around the TCP. He also discusses why it is important for investors to have a TCP. (Published: December 2021)

Arthur Fish, experienced lawyer and member of the Bridgehouse Advisory Panel, discusses the pros and cons that may arise if a client's POA is also their TCP as sometimes it's unavoidable. (Published: December 2021)

Carol Lynde, Bridgehouse President and CEO, explains the role of a TCP and outlines its benefits to advisors and their clients. (Published: December 2021)

Arthur Fish, experienced lawyer and member of the Bridgehouse Advisory Panel, provides valuable insight into the benefits of naming a TCP for you, your firm and your clients. (Published: December 2021)

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, examines several prominent behavioural biases and also explains how quality communication can eliminate the hurdles these biases can present. (Published: December 2021)

Tyler Fleming, Director of the Investor Office at the OSC, discusses the role of a Trusted Contact Person (TCP) and why clients should appoint one. He also touches on the impact that language can have when designing a TCP consent form. (Published: December 2021)

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, shares strategies on how emotional intelligence can mitigate unproductive responses when having difficult conversations with clients. (Published: December 2021)

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, explains how best to have the conversation about designating a TCP in a remote world where cues from clients are not always as evident. (Published: December 2021)

While not explicitly designed to be tax efficient, GQG Partners funds value keeping tax costs low due to the impact they can have on returns. Rajiv Jain explains how they accomplish this. (Published November 2021)

Rajiv Jain explains how he balances mid-term company outlooks with short-term selling. (Published November 2021).

Taking a pragmatic view, Rajiv Jain explains how he has always planned for inflation and a rate-changing environment. (Published November 2021).