Shows
Next Culture RadioAuthentic Necessity - an Amazing Space of the Cavitation BridgehouseOne of the traditions of the Cavitation Bridgehouse is the Amazing Space.
Every evening from 5-7pm, we would gather around the blazing fire for deepening the context of Archiarchy using the commitment of the 12-person constellation in the Cavitation Bridgehouse.
During one of those Amazing Space, Devin Gleeson opened the door to the territory of interviewing Extraordinary Beings. During this two-hour space, time warps as Devin prepares for his interview planned for the next day. Simultaneously, we listen to a recording of Clinton Callahan interviewing Jim Zarvos, a world-class transformation trainer, 15 years ago. At the...2025-01-191h 40
BridgeBytesNuveen – The Importance of Impact ReportingSteve 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.2024-07-2401 min
BridgeBytesNuveen – Impact Investing & ESGSteve 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.2024-07-2401 min
BridgeBytesNuveen – Green Bonds as an Asset ClassSteve Liberatore outlines what green bonds are and his view of their significance as a growing asset class. Steve also provides some specific stats around their presence and growth in the global fixed-income market.2024-07-2401 min
BridgeBytesNuveen – Direct & Measurable Impact InvestingSteve Liberatore speaks to how Nuveen works with issuers, underwriters and other stakeholders to become the anchor investor in a number of prominent green bond deals.2024-07-2401 min
BridgeBytesNuveen – Nuveen Global Green Bond FundSteve Liberatore discusses the Nuveen Global Green Bond Fund and outlines the role that the Fund can play in a client’s overall fixed income allocation. Steve notes that the Fund seeks to generate long-term excess returns by utilizing the concept of impact investing.2024-07-2401 min
BridgeBytesBrandes – What Do You Look to Avoid?Mark Costa speaks to what types of companies the Brandes Global Small Cap Equity Fund looks to avoid, noting that Brandes is looking for value and isn’t finding any merit in “cheap for a reason” names or regional banks and secondary type businesses. 2024-07-2403 min
BridgeBytesBrandes – Holdings Spotlight: CAEMark Costa highlights CAE – a Canadian name and global leader in providing simulation and training solutions for civil aviation, defense and security. Mark outlines Brandes’ view on the position and what opportunities may lie ahead.2024-07-2403 min
BridgeBytesBrandes – Has The Ship Sailed on Global Small Caps.mp3Mark Costa discusses the strong performance of the Brandes Global Small Cap Fund in recent quarters, sharing his views on why it's not too late to invest and why it shouldn't be considered a missed opportunity. Mark also shares his views on the potential opportunity set, reallocation and why he believes it's an exciting time to be allocating capital within the small-cap space.2024-07-2403 min
BridgeBytesT. Rowe - What Could Make the T. Rowe Price Global Allocation Fund a Good Fit?Toby Thompson discusses where and how the T. Rowe Price Global Allocation Fund can fit into a portfolio whether it be as a core position or as a complement to another strategy. (Published June 2023)2023-07-1001 min
BridgeBytesT. Rowe - A Closer Look at the T. Rowe Price Global Allocation FundToby Thompson provides a deeper discussion on the Global Allocation Fund, including insights on active security selection, risk management, ESG integration and what makes the Fund different from its peers. (Published June 2023)2023-07-1005 min
BridgeBytesT. Rowe - Global Small Cap Holdings Spotlight: Rolls-Royce HoldingsMark Costa shares his thoughts on Rolls-Royce, the commercial engine manufacturer and leading player in large, wide-bodied aircraft engines. (Published June 2023)2023-07-1003 min
BridgeBytesT. Rowe - Underweighting the U.S. Equity MarketMark Costa explains Brandes’ outlook on the U.S. equity market and why Brandes is comfortable with their ~20% weighting vs. the 60% weighting of the benchmark. (Published June 2023)2023-07-1002 min
BridgeBytesBrandes - U.S. Regional Banks Post-SVB FailureMark Costa shares his thoughts on U.S. regional banks – specifically as it pertains to the recent SVB failure and how that shapes the space moving forward. (Published June 2023)2023-07-1004 min
BridgeBytesBrandes - Buying Fallen Large CapsMark Costa discusses the potential opportunities within fallen large caps and how Brandes’ all-cap research group plays an important role during sell-offs. (Published June 2023)2023-07-1004 min
BridgeBytesBrandes - Global Small Cap Holdings Spotlight: C&C GroupMark Costa discusses C&C Group, one of the largest cider companies in Ireland and a holding in the Global Small Cap Equity Fund. Mark highlights how COVID-19 impacted the business and why Brandes believes it’s an attractive opportunity. (Published June 2023)2023-07-1002 min
BridgeBytesBrandes - Where Is Brandes Looking to Invest Within the Global Small-Cap Space?Mark Costa speaks to the potential opportunity sets available within the small-cap space. Specifically, Mark discusses Brandes’ ability to pair high volatility with, what Brandes considers to be, durable businesses to exploit the volatility without necessarily taking on the risk. (Published June 2023)2023-07-1001 min
BridgeBytesRajiv Jain - What Keeps You Up at Night?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)2023-07-1001 min
BridgeBytesHow Does GQG Respond to Those Who Questioned GQG's Portfolio Rotation?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)2023-07-1001 min
BridgeBytesHow Has GQG Navigated Its Exposure to Commercial Banks?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)2023-07-1001 min
BridgeBytesGQG - Prospects for the Energy and Technology SectorsRajiv 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)2023-07-1001 min
BridgeBytesGQG - China's Grand Reopening: Sending Our Regards 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).2023-03-2809 min
BridgeBytesGQG - Three Things to Watch For in 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).2023-03-2808 min
BridgeBytesSionna - Will The Trend of "Going Global" Change? 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)2023-03-2803 min
BridgeBytesSionna's Investment Process 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)2023-03-2802 min
BridgeBytesSionna - What Does the Firm Stand For & What Makes It Unique? 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)2023-03-2802 min
BridgeBytesMy Path to Sionna: Stephen Jenkins 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)2023-03-2802 min
BridgeBytesSionna - Investment Opportunities in Canada 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)2023-03-2802 min
BridgeBytesDoes GQG Partners Target a Specific Number for Active Share and Portfolio Turnover? Rajiv Jain explains how GQG Partners looks at active share and portfolio turnover. (Published July 2022).2023-03-2801 min
BridgeBytesHow GQG Partners Is Navigating Inflation Rajiv Jain explains how his decades of managing emerging market equites helps him navigate the challenges of inflation today. (Published July 2022).2023-03-2803 min
BridgeBytesRajiv Jain's Thoughts on Performance During the Recent Market Downturn Rajiv Jain provides his opinion on the performance of GQG Partners during this market downturn. (Published July 2022).2023-03-2802 min
BridgeBytesGQG Partners' Perspectives on the Technology Sector 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).2023-03-2803 min
BridgeBytesRajiv Jain's Thoughts on Using Technical Analysis Rajiv Jain explains his thoughts on utilizing technical analysis to decide when to buy or sell. (Published July 2022).2023-03-2802 min
BridgeBytesBrandes - Why Isn't Supply Growing More Quickly from North American Shale Oil?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).2022-08-0803 min
BridgeBytesGQG - Why Does a Quality Manager See Opportunity in Energy Stocks?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).2022-08-0804 min
BridgeBytesReframing: Progress Toward ObjectivesBob 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)2022-08-0804 min
BridgeBytesManage the Behavioural FlawsBob 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)2022-08-0802 min
BridgeBytesEvaluating “Success”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)2022-08-0803 min
BridgeBytesA Lifetime of Benign InflationBrandes 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)2022-08-0803 minBridgeBytesRajiv Jain's Thoughts on Using Technical AnalysisRajiv Jain explains his thoughts on utilizing technical analysis to decide when to buy or sell. (Published July 2022).2022-08-0802 min
BridgeBytesRajiv Jain's Thoughts on Performance During the Recent Market DownturnRajiv Jain provides his opinion on the performance of GQG Partners during this market downturn. (Published July 2022).2022-08-0802 min
BridgeBytesSionna - Opportunities in the Oil and Gas Space in CanadaIn 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).2022-08-0804 min
BridgeBytesMental Health AwarenessAdam 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).2022-08-0801 min
BridgeBytesMental Health and the Financial Advice Relationship - LanguishingAdam 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).2022-08-0802 min
BridgeBytesHow GQG Partners Is Navigating InflationRajiv Jain explains how his decades of managing emerging market equites helps him navigate the challenges of inflation today. (Published July 2022).2022-08-0803 min
BridgeBytesGQG Partners Thoughts on the Market EnvironmentAdam 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). 2022-08-0803 min
BridgeBytesGQG Partners' Perspectives in the Technology SectorGQG 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). 2022-08-0803 min
BridgeBytesDoes GQG Partners Target a Specific Number for Active Share and Portfolio Turnover?Rajiv Jain explains how GQG Partners looks at active share and portfolio turnover. (Published July 2022).2022-08-0801 min
DJ Chuck-EJTB & DJ Chuck-E Live @ The Bridgehouse, Norwich, 27/06/2009JTB & DJ Chuck-E Live @ The Bridgehouse, Norwich, 27/06/2009 by DJ Chuck-E2022-05-051h 01
BridgeBytesSionna - Thoughts on NutrienJackie Au, Portfolio Manager at Sionna, offers his insights on Nutrien in light of the recent conflict in Ukraine. (Published March 2022).2022-03-3102 min
BridgeBytesSionna - Portfolio Changes to the Sionna Canadian Equity FundKim 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).2022-03-3104 min
BridgeBytesSionna - Do Canadian Banks Still Represent Good Value?Kim Shannon, Sionna’s President and Co-CIO, explains why Sionna Investment Managers is overweight on Canadian banks. (Published March 2022).2022-03-3103 min
BridgeBytesBrandes - What Does the Return Potential Look Like for Brandes Funds?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).2022-03-3105 min
BridgeBytesBrandes - How Do Brandes Funds Factor in Higher Interest Rates?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).2022-03-3102 min
BridgeBytesBrandes - What Opportunities Excite Brandes the Most in International Markets?Brent Woods, Chief Executive Officer at Brandes Investment Partners, provides insights on value and earnings in European markets going forward. (Published March 2022).2022-03-3102 min
BridgeBytesMental Health & the Financial Advice Relationship: Seasonal Affective DisorderAdam 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).2022-02-2202 min
BridgeBytesMMIP Portfolios: 2022 Outlook & PositioningMorningstar’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).2022-02-0805 min
BridgeBytesWhy It’s Important to Have a Trusted Contact Person (TCP)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)2021-12-3002 min
BridgeBytesWho Should Be a Trusted Contact Person (TCP)?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)2021-12-3002 min
BridgeBytesWhat Is a Trusted Contact Person (TCP)?Carol Lynde, Bridgehouse President and CEO, explains the role of a TCP and outlines its benefits to advisors and their clients. (Published: December 2021)2021-12-3002 min
BridgeBytesWhat Are The Benefits of a Trusted Contact Person (TCP)?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)2021-12-3004 min
BridgeBytesThe Importance of “Quality Communication”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)2021-12-3004 min
BridgeBytesProtecting Investors Through Behavioural InsightsTyler 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)2021-12-3005 min
BridgeBytesMitigating Unproductive ResponsesAdam 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)2021-12-3004 min
BridgeBytesHow to Have the “Trusted Contact Person (TCP) Conversation”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)2021-12-3004 min
BridgeBytesHow GQG Partners Funds Stay Tax EfficientWhile 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)2021-12-0602 min
BridgeBytesHow GQG Partners Reconciles Portfolio Higher Turnover with 5-Year Company OutlooksRajiv Jain explains how he balances mid-term company outlooks with short-term selling. (Published November 2021).2021-12-0602 min
BridgeBytesHow Has GQG Partners Been Navigating Inflation and Rising Rates?Taking a pragmatic view, Rajiv Jain explains how he has always planned for inflation and a rate-changing environment. (Published November 2021).2021-12-0602 min
BridgeBytesRajiv Jain's Devil’s Advocacy Approach to InvestingRajiv Jain explains how he instills an investment philosophy at GQG Partners that encourages opposing views and unique insights. (Published November 2021).2021-12-0602 min
BridgeBytesRajiv Jain's Thoughts on China in 2021After having largely exited positions in China back in 2020, Rajiv Jain and his team are now slowly and cautiously rebuilding some holdings in the country. Rajiv discusses some of the companies GQG Partners has been looking at as well as his thoughts on China as a whole. (Published November 2021).2021-12-0602 min
BridgeBytesRajiv Jain's Thoughts on the MetaverseThe shift to the metaverse by big tech opens unique opportunities on the supply side. Rajiv Jain explains that with more demanding technology comes a higher demand for the semi-conductors that run it. (Published November 2021).2021-12-0601 min
BridgeBytesWhy Has GQG Partners Increased Its Energy Weighting in 2021?Rajiv Jain explains why he has been growing his energy exposure while other funds have been divesting from the sector. (Published November 2021).2021-12-0603 min
BridgeBytesBrandes - What’s Been Driving the Stock Price of Embraer?Embraer is one of the largest holdings in the Brandes Global Small Cap portfolio and recent price movement around the Covid downturn and recovery has proven to be beneficial for the Fund. Mark Costa explains what drives the price of this unique and well-positioned Brazilian aerospace company. (Published November 2021).2021-12-0607 min
BridgeBytesBrandes - What Is Brandes Looking for in Small-Cap Companies?Mark Costa explains what the Brandes Small Cap Investment Committee looks for when evaluating small-cap companies from around the world. Their approach goes beyond just looking at companies from a value perspective, delving deep into the fundamentals and the bigger picture. (Published November 2021).2021-12-0604 min
BridgeBytesBrandes - Small-Cap Value Mergers and AcquisitionsDue to the economic turmoil caused by the Covid-19 pandemic, there have been many mergers and acquisitions in the small-cap equity space. Mark Costa explains how these have unfolded and what they mean for the Brandes Global Small Cap Equity Fund. (Published November 2021).2021-12-0605 min
BridgeBytesBrandes - Is There More Room to Run in Small Caps?Mark Costa explains how Brandes finds solid value opportunities in the small-cap space. He examines how much variety there is in small-cap equities and how there is ample selection for those willing to do the research. (Published November 2021).2021-12-0605 min
BridgeBytesMental Health vs. Mental IllnessAdam Wiseman explains the difference between mental health and mental illness: terms that are often used interchangeably but have distinct meanings. (Published: October 2021)2021-11-0503 min
BridgeBytesMMIP Quarterly Update: Q3 PerformanceMorningstar’s Michael Keaveney discusses Q3 performance for the MMIP multi-asset portfolios, taking time to examine some individual holdings. (Published October 2021).2021-11-0502 min
BridgeBytesMMIP Quarterly Update: Is China a Value Trap?Morningstar’s Michael Keaveney explores the portfolios’ holdings in relation to China and offers his opinions on whether China is a value trap or will become one in the future. (Published October 2021).2021-11-0504 min
BridgeBytesThe Difference Between Stress and AnxietyAdam Wiseman discusses the difference between stress and anxiety and how to identify what you may be feeling. As things return to normal after the pandemic you may notice an increase in both – being able to identify the difference helps when it comes to working toward a healthier mental state. (Published: September 2021)2021-09-0303 min
BridgeBytesGQG Partners: China & Emerging MarketsBrian Kersmanc discusses GQG Partners’ outlook on China and touches on their exposure to Chinese companies as well as other EM holdings that may be beneficiaries to Chinese policy. Brian also discusses additional EM trends as they relate to the GQG Partners’ International and Global portfolios. (Published: June 2021)2021-07-1305 min
BridgeBytesGQG Partners: Forward-Looking QualityBrian Kersmanc discusses GQG Partners' outlook on Vale, the iron ore business out of Brazil and how, on a go-forward basis, Vale’s ESG commitments are looking promising after a recent catastrophe. Brian also touches on how the non-traditional analysts at GQG Partners helped to gather important information to help shape their view on the company. (Published: June 2021)2021-07-1307 min
BridgeBytesGQG Partners: Inflation & Economic GrowthBrian Kersmanc discusses GQG Partners’ outlook on inflation, noting that their plan is to keep analyzing the data points and be ready to react if necessary. Brian also touches on the impact of the current market environment (COVID-19 recovery) and its impact on economic growth. (Published: June 2021)2021-07-1307 min
BridgeBytesGQG Partners: The Importance of LiquidityBrian Kersmanc discusses why GQG Partners places a premium on liquidity, noting that it’s often underappreciated by a lot of other managers. Brian outlines why liquidity gives GQG Partners the ability to shift and react based on data points and gives examples of how they have managed to do that during the COVID-19 pandemic. (Published: June 2021)2021-07-1304 min
BridgeBytesSionna Spotlight: Suncor EnergyGary Chow provides an update on Suncor Energy and outlines why Sionna believes the holding is an attractive opportunity for value investors. (Published: June 2021)2021-07-1303 min
BridgeBytesBrandes - From a Valuation Perspective, What Excites Brandes Today?Speaking about the Brandes Global Equity strategy, Brent Fredberg takes a long view on growth prospects and cash flow generation. As the world re-opens and normalizes, business fundamentals are improving alongside attractive valuations. Brent touches on a number of areas that Brandes is excited about right now and into the future. (Published: June 2021)2021-07-0905 min
BridgeBytesBrandes - Is the Value Run Over?Brent Fredberg discusses the time span of value investing and how, over the long term, many companies are still trading at a discount. He dives into how Brandes uncovers undervalued equities in sectors that have started to experience a decrease in value, such as financials, energy and industrials. (Published: June 2021)2021-07-0904 min
BridgeBytesBrandes - Is Value’s Performance Correlated with Inflation?Brent Fredberg examines how value-based companies tend to perform in an economy with increasing inflation. He looks at how value can be a great complement to growth stocks in a portfolio during this environment of rising rates and costs of conducting business. (Published: June 2021)2021-07-0904 min
BridgeBytesBrandes - The Current State of Value InvestingBrent Fredberg provides insight on the performance of value-driven companies from Q1 2021 and beyond. He examines four different catalysts that could continue to propel value’s recent run of strong performance. (Published: June 2021)2021-07-0905 min
BridgeBytesSionna Spotlight: Alimentation Couche-TardJackie Au provides an update on one of Sionna's Large-Cap Canadian holdings, Alimentation Couche-Tard. Jackie touches on Sionna's thesis as well as the opportunities that they see in the name. (Published: March 2021)2021-04-0607 min
BridgeBytesGQG - How is the investment team at GQG Partners structured to facilitate debate and discussion?2021-01-2805 min
BridgeBytesGQG - Does your forward looking quality approach allow GQG Partners to be flexible when it comes to investing in value and growth stocks?2021-01-2805 min
BridgeBytesGQG - What triggers GQG Partners’ quick and decisive position changes?2021-01-2807 min
BridgeBytesGQG - Why has GQG Partners historically always preferred investing in mega cap stocks?2021-01-2804 min
BridgeBytesGQG - What is GQG Partners thoughts on the inflation vs. deflation debate and does it affect how they invest today?2021-01-2804 min
BridgeBytesGQG - What is GQG Partners core philosophy when it comes to managing money?2021-01-2804 min
BridgeBytesGQG - What are your thoughts on the current market environment and where do you see the best opportunities?Rajiv Jain, co-founder & CIO of GQG Partners, describes COVID-19’s effect on the economy and outlines where he’s finding quality and sensible prices. 2021-01-2806 min
Dein Neustart USA Podcast: Alles über Auswandern, E2-Visum & Leben in AmerikaReinhard von Hennigs - Bridgehouse Law, Chairman and Founder - INTERVIEWDas zweite Mal zu Gast im Mutterprache Podcast ist Reinhard von Hennigs. Wir durften Reinhard bereits zu Beginn der Covid19 Krise in einer Sonderfolge begrüßen. Heute sprechen wir über Reinhard’s berufliche Karriere, persönliche Motivation und den vielen Projekten denen er sich widmet. Sein neustes Projekt - ein bei Amazon Top 55 gelistetes Buch: Morning Musing. Neben einem täglichem Broadcast, mehrerer Buchprojekten könnte man schon sagen ist er "hauptberuflich" ein in Deutschland und den USA zugelassener Anwalt. Seine Kunden schätzen nicht nur seine fachlichen Fähigkeiten, sondern Reinhardgreift auf ein großes Netzwerk, viel Erfahr...2020-10-3045 min