BridgeBytes

Christina Gallo describes four strategies for sharing mental health resources with clients and emphasizes that, while advisors are not meant to be therapists, they can play an important role in distributing mental health resources where appropriate. (Published: August 2025)

Christina Gallo describes the impact that financial planning can have on mental well-being, and breaks down the differences between mental health and mental illness. (Published: August 2025)

Aleksy Wojcik discusses Canada's potential as a major oil supplier to the U.S. and the rest of the world. (Published: June 2025)

Steve Liberatore talks about how Nuveen's Global Fixed Income Impact Report 2024 won Impact Report of the Year award, what the report entails and the value that the report can bring to clients. (Published: August 2025)

Steven Liberatore explains the rationale behind the Amazon Reforestation Bond, and its potential financial and environmental benefits. (Published: August 2025)

Steven Liberatore shares a quick overview of how his team runs the Nuveen Global Green Bond portfolio and his firm's approach to impact investing. (Published: August 2025)

Steve Liberatore shares his thoughts on the growing role of renewables in the U.S., highlighting benefits that are driving the transition. (Published: August 2025)

Steve Liberatore discusses the slowdown in U.S. green bond issuance and the role of ESG factors in managing risk. (Published: August 2025)

Steve Liberatore shares his thoughts on the high-yield sector amid the current political landscape and tariff situation. (Published: August 2025)

Aleksy Wojcik discusses Sionna's view on Agnico Eagle, one of Sionna's high-conviction picks. (Published: June 2025)

Aleksy Wojcik provides a high-level overview of the world's largest rare-earth suppliers, and outlines steps that he believes Canada can take to become one. (Published: June 2025)

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)

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.