Brandes Briefing

Director of Private Client Services Matt Johnson speaks with CEO Oliver Murray and Managing Director of Investments Ken Little, CFA, about Brandes' 2025 achievements, value investing's resurgence, and key market trends shaping the firm's outlook for 2026.

Executive Director of The Brandes Center at the Rady School of Management, UCSD, Bob Schmidt and Director, Private Client Sales, Matt Johnson discuss stock market volatility, uncertainty and how financial professionals can help manage client emotions during periods of stress.

Director of Private Client Services Matt Johnson and Director of Investments Louis Lau, CFA, explore the investment opportunities in emerging markets, with a focus on China. They also discuss macroeconomic and geopolitical trends shaping the investment landscape and identify key countries and industries in the Brandes emerging markets portfolios. 

Join Director of Mutual Fund Sales and Portfolio Management Marsha Otto, CFA, and Director of Investments Chris Duncan, CFA, as they discuss why predicting oil prices may not always yield profitable investments, and key characteristics of resilient companies in the volatile energy sector. The episode also highlights potential investment opportunities amid the global energy transition and examines...

Director, Product Specialist Scott Thompson, CFA, and Director of Investments Luiz Sauerbronn explore the geographic positioning of the Brandes International Equity Fund and the Brandes International ETF, as well as recent additions to the portfolios. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus...

Director of Institutional Portfolio Management Rhonda Berger and Director of Investments Jonathan Menor, CFA, examine the evolving challenges and opportunities within the consumer sectors, including the ongoing and potential long-term impacts of inflationary pressures, strategic shifts in global supply chains, and GLP-1 drugs. 

Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mark Costa, CFA, discuss the performance trends of small caps compared to large caps over time, as well as Brandes' approach to seeking value in both U.S. and international small caps.

Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mauricio Abadia, CFA, discuss the evolving landscape of emerging markets, with a focus on Asia and technology.

Director of Institutional Portfolio Management Rhonda Berger and Director in Investments Brent Fredberg discuss the current environment for inflation, interest rates, technology and the impact on finding opportunities for value investors. 

Managing Director Oliver Murray and Research Analyst Alex Yee discuss how Brandes approaches the technology sector including AI from a value investor's perspective. 

Managing Director Oliver Murray discusses our  Brandes Letter – June: Investing is a People Business , which emphasizes human expertise in investment.

Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss durability of the pro value cycle and opportunities for value managers to invest in companies involved in artificial intelligence.

Managing Director Oliver Murray and Director in Investments Michael Hutchens, CFA discuss the recent U.S. bank failures. What happened and how these compare to previous bank failures.  

Managing Director Oliver Murray and Director in Investments Jeffrey Germain, CFA discuss where Brandes is finding value and the impact of recent banking sector news on potential opportunities.  

Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss recent inflation trends and what they mean for value investors. 

Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss whether recent market sell-off has created value opportunities and the challenges facing international stocks today.   

Managing Director Oliver Murray and Director in Investments, Chris Duncan, CFA discuss the long-term shift to renewable energy and environmental concerns in the complex energy sector.

Managing Director Oliver Murray and Director in Investments Chris Duncan, CFA discuss current market issues affecting the complex Energy sector and potential opportunities.

Managing Director Oliver Murray and Frank Murtha, Ph. D., co-founder of MarketPsych discuss potential mental health issues financial professionals may encounter with investors/clients and share best practices and insights. 

Director Institutional Group Mike Israel, CFA and Director in Investments Mark Costa, CFA , discuss how the outlook of the U.S. Small Cap Strategy has been helped by defensive capital preservation but yet still has very attractive opportunities. 

Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss stagflation and whether or not the pro value cycle is over. 

Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss how Brandes is responding to the current environment/crisis in Ukraine. 

Managing Director Oliver Murray and Director in Investments Mauricio Abadia discuss the impact of Russia's invasion of Ukraine on the emerging markets asset class.

Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss inflation and its potential impact on retirees and their investing plans.  

Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss the Retirement Rule—what it is and what it means for retirees and their investing plans.