Brandes Briefing

Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss what they believe to be the proper mindset for retirees—and how their thinking may be different from earlier chapters in their lives.

Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss behavioral biases that can adversely affect investment decision-making.

Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss six key long-term investing ideas for individuals.  

Managing Director Oliver Murray and Director in Investments Brian Matthews, CFA, discuss why Brandes Investment Partners believes the saying "beauty is in the eye of the beholder" also applies to value investments.

Managing Director Oliver Murray and Director in Investments Ted Kim, CFA, discuss how Brandes Investment Partners navigates the crosshairs of disruption in the Autos industry.

Institutional Portfolio Management Director Rhonda Berger and Investments Group Managing Director Ken Little, CFA, discuss how Brandes Investment Partners considers ESG (environmental, social and governance) factors in fundamental company valuations. 

Investments Group Director Brent Fredberg and Institutional Portfolio Manager Lawrence Taylor discuss the current environment for value investing, how much opportunity is left, and how inflation may impact value and the markets. 

Investments Group Director Louis Lau, CFA, and Institutional Portfolio Manager, Lawrence Taylor revisit the impact COVID has had on emerging markets and how social responsibility is considered in the investment process.

I nvestments Group Director Jeff Germain, CFA, discusses why international stock markets look especially worthy of consideration right now.

Barry Gillman, Research Director for the Brandes Institute Advisory Board, discusses the risk that your bond portfolio may be taking in trying to deliver performance in today's low yield environment.

Fixed Income Investment Group Portfolio Manager Tim Doyle, CFA, discusses fixed income market complacency amid the actions of the Federal Reserve.

Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the potential implications of trade tensions between the U.S. and China.

Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss how the investment team analyzes balance sheet performance.

Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the long-term effects that COVID-19 could have on emerging markets and where Brandes investment committees are finding opportunities.

Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the post-pandemic emerging markets landscape.

Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the growing difference between growth and value stock valuations.

Frank Murtha, Ph. D., co-founder of MarketPsych, discusses some things to consider if you're thinking about selling out during a market downturn.

Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss a case study and finding opportunities in oil and gas companies.

Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss the effects of oil price volatility on today's environment.

Senior Research Analyst Brent Fredberg discusses the implications of the coronavirus on higher beta stocks versus those considered to be more immune to the downturn.

Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss what caused OPEC to lose control of the market.

Senior Research Analyst Louis Lau, CFA, discusses what we are seeing in emerging markets and whether now is an attractive window of opportunity.

Senior Research Analyst Michael Hutchens, CFA, discusses investing in banks in light of the economic uncertainty associated with the COVID-19 crisis.

Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss the oil landscape given current production, demand and the coronavirus.