BridgeBytes

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T. Rowe Price Paul Greene, Portfolio Manager

Increasing Concentration Within the U.S. Stock Market

Paul Greene discusses the increase in concentration within the U.S. stock market, noting that it’s a trend that has been going on for over a decade and has several implications that T. Rowe Price must consider as a result. (Published: April 2024)

3:48
T. Rowe Price Paul Greene, Portfolio Manager

Thoughts on the Magnificent 7

Paul Greene discusses the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) and why T. Rowe Price believes it’s important to remember that they are all different companies with different drivers – something that can get lost when they’re talked about as one big group. (Published: April 2024)

4:47
T. Rowe Price Paul Greene, Portfolio Manager

Artificial Intelligence (AI) & Productivity

Paul Greene shared his thoughts on the mixed bag of improvements in AI and the impacts on businesses. Paul notes that there are many examples where productivity increases and companies are seeing real returns on their spend, but the opposite is being seen as well. Paul also shares that T. Rowe Price is optimistic about the possibilities of AI over time. (Published: April 2024)

3:14
T. Rowe Price Craig Watson, Portfolio Specialist

Blue Chip Investing Today

Craig Watson notes that while T. Rowe Price has not changed its bottom-up fundamental approach to selecting companies, the qualities within companies they are looking for has been trending towards different industries today when compared to 10-20 years ago. (Published: April 2024)

2:25
T. Rowe Price Paul Greene, Portfolio Manager

Spotlight: Apple

Paul Greene shares his thoughts on Apple, which is currently one of the portfolio's top holdings, and why he thinks that, in this current environment, it is going to be a slower grower compounder. (Published: April 2024)

2:57
GQG Partners Brian Kersmanc, Portfolio Manager

Why is GQG Re-opening the Emerging Markets (EM) Fund Now?

Brian Kersmanc discusses why GQG Partners originally soft-capped the EM Fund early on and why they are excited to now have an EM Fund in the Canadian marketplace. Brian also highlights where GQG sees opportunity within the EM space and explains why they are currently very bullish on EM, excluding China. (Published: April 2024)

4:46
GQG Partners Sid Jain, Deputy Portfolio Manager

Insights on India

Sid Jain discusses why GQG has become very bullish on India, not just in comparison to other emerging markets countries but also compared to some developed markets; citing changes in government, underappreciated aspects within the banking sector, and property and infrastructure as some of the reasons why. (Published: April 2024).

6:22
GQG Partners Brian Kersmanc, Portfolio Manager

Thoughts on China

Brian Kersmanc discusses why, based on absolute risk-reward metrics, GQG is currently bearish on China. Brian also provides his thoughts on the potential for a China-Taiwan war and what that could mean for the markets. (Published: April 2024)

6:09
GQG Partners Sid Jain, Deputy Portfolio Manager

Thoughts on Brazil and Petrobras

Sid Jain provides his views on Brazil, noting that Brazil is coming out of a multi-year bear market environment resulting in a series of pro-business policies and government agendas which GQG believes is an attractive opportunity set. Sid also discusses the portfolio's largest holding (currently) in Brazil, Petrobras. (Published: April 2024)

5:31
GQG Partners Sid Jain, Deputy Portfolio Manager

Opportunities in the Middle East

Sid Jain discusses the kinds of opportunities that GQG is seeing in the Middle East and why they believe recent changes to business policies, permit processing and a shift in cultural mindset makes it an exciting time to invest in the region. Sid also shares his thoughts that while geo-political noise is nothing new in the Middle East, the UAE has always seemed to avoid getting involved. (Published: April 2024)

3:19
Lazard Asset Management Louis Florentin-Lee, Managing Director

Views on the Current Environment

Louis Florentin-Lee discusses Lazard's view on the current economic environment and portfolio positioning if current conditions remain. Lazard believes that the compounders portfolio should be well-positioned because high-quality businesses (a staple of the compounders portfolios) have pricing power built into their competitive advantages, which in Lazard's view, is a key determinant of maintaining profitability in inflationary environments. (Published: March 2024)

2:58
Lazard Asset Management Louis Florentin-Lee, Managing Director

The Impact of the Magnificent 7

Louis Florentin-Lee discusses Lazard’s views on the Magnificent 7 (Mag 7) (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla) and how the Mag 7 stocks are impacting the broader equity market. Louis also speaks to some the of Mag 7 names that the compounders portfolio currently does not hold and why. (Published: March 2024)

7:01
Lazard Asset Management Louis Florentin-Lee, Managing Director

Lazard Global Compounders & AI

Louis Florentin-Lee discusses AI and provides commentary around some of the names held in the compounders portfolio that provide AI exposure. While Lazard currently doesn't own the white-hot AI names (i.e., NVIDIA), Lazard believes they are well-positioned in the space and have attractive exposure to AI via a handful of specific holdings that Louis speaks to. (Published: March 2024)

8:09
Lazard Asset Management Louis Florentin-Lee, Managing Director

Spotlight: Dollarama

Louis Florentin-Lee discusses Lazard’s views on Dollarama, which they believe is a quintessential compounder and a brilliant business. Louis highlights what he sees as being two of the most important competitive advantages that Dollarama holds: their scale and their focused approach. (Published: March 2024)

7:26
Lazard Asset Management

The Opportunity in Quality Investing

Lazard Asset Management discusses how quality investing, according to the firm's research, may present an opportunity for above-market returns over the long term, across both business and economic cycles. (Published: March 2024)

4:54
T. Rowe Price Charles Shriver, CFA, Co-Portfolio Manager

Key Tenets of the Global Allocation Fund’s Portfolio Design

Charles Shriver discusses the portfolio design of T. Rowe Price's Global Allocation Fund, including the key drivers that T. Rowe Price believes give the Fund the ability to navigate a range of market environments. (Published: February 2024)

2:37
T. Rowe Price Charles Shriver, CFA, Co-Portfolio Manager

Investment Process & Adding Value

Charles Shriver highlights the Global Allocation Fund and notes that T. Rowe Price’s "be everywhere" approach is an integral part of the diversified and durable design of the portfolio. Charles notes that T. Rowe Price seeks to add value through strategic design and research, tactical allocation and security selection. (Published: February 2024)

3:32
T. Rowe Price Charles Shriver, CFA, Co-Portfolio Manager

Where to Use the Global Allocation Fund

Charles Shriver outlines where the Global Allocation Fund may fit in an investors portfolio, noting that its broad diversification, moderate risk rating and focus on long-term growth could make it an attractive option as a core position and also as a satellite position. (Published: February 2024)

1:15
T. Rowe Price Charles Shriver, CFA, Co-Portfolio Manager

T. Rowe Price Global Research Platform

Charles Shriver discusses the lifeblood of the firm – the Global Research Platform – and notes that it is a key component of their global active management expertise, providing insights into economic trends that help to inform asset allocation and positioning. (Published: February 2024)

2:45
T. Rowe Price Charles Shriver, CFA, Co-Portfolio Manager

T. Rowe Price’s Active Management Advantage

Charles Shriver speaks to T. Rowe Price’s commitment to active management and fundamental research, outlining how it permeates each stage of the investment process. (Published: February 2024)

1:42
T. Rowe Price Charles Shriver, CFA, Co-Portfolio Manager

Global Allocation Fund Positioning

Charles Shriver highlights how the Global Allocation Fund is designed to navigate a broad range of market environments and how the team allocates to specific markets in an attempt to hedge against specific risks. (Published: February 2024)

2:20
Sionna Investment Managers Kim Shannon, CFA, MBA, President and Co-Chief Investment Officer

How Has Sionna Navigated the Tightening Cycle?

Kim Shannon weighs in on the recession vs. no recession debate and discussed how Sionna has navigated the most aggressive tightening cycle in a generation. (Published: Jan 2024)

4:49
Sionna Investment Managers Kim Shannon, CFA, MBA, President and Co-Chief Investment Officer

Are Aggressive Rate Cuts Ahead?

Kim Shannon shares her thoughts on whether or not we might see aggressive interest rate cutting to combat a potential upcoming recession as well as some of the tools that can be used to control inflationary and disinflationary environments. (Published: Jan 2024)

4:43
Sionna Investment Managers Kim Shannon, CFA, MBA, President and Co-Chief Investment Officer

Performance in Inflationary Environments

Kim Shannon discusses performance cycles during inflationary environments and includes her thoughts on a Canada vs. U.S. perspective and a Value vs. Growth perspective. (Published: Jan 2024)

3:33
Sionna Investment Managers Kim Shannon, CFA, MBA, President and Co-Chief Investment Officer

Sionna Spotlight: Fairfax Financial

Kim Shannon discusses Sionna’s view on Fairfax Financial as an attractive name with plenty of advantages and runway to grow. (Published: Jan 2024)

4:01
Sionna Investment Managers Stephen Jenkins, CFA, Co-Chief Investment Officer

Sionna Spotlight: Ahold Delhaize

Stephen Jenkins discusses Sionna’s view on Ahold Delhaize as an attractive name outside of Canada that is held in the Sionna Opportunities Fund. (Published: Jan 2024)

6:18
GQG Partners Sudarshan Murthy, CFA, Portfolio Manager &
Ben Larsen, CFA, Client Portfolio Manager

India’s Rise as an Investment Opportunity

Ben Larsen and Sudarshan Murthy explain how the market cap of India is larger than Germany and the U.K. and discuss their belief that passing regulations to change bankruptcy laws and real estate practices within India have had a positive impact on how the market views India as a whole. (Published December 2023).

4:10
GQG Partners Sudarshan Murthy, CFA, Portfolio Manager &
Ben Larsen, CFA, Client Portfolio Manager

Structural Changes & What’s in Favour Today in Emerging Markets?

Sudarshan Murthy shares his thoughts on what has changed in emerging market economies over the last 10-20 years as well as highlights some of the emerging markets countries that are becoming more attractive today. (Published December 2023)

2:26
GQG Partners Sudarshan Murthy, CFA, Portfolio Manager &
Ben Larsen, CFA, Client Portfolio Manager

Importance of Being Active & Adaptable in Emerging Markets

Ben Larsen and Sudarshan Murthy explain the adaptability of GQG’s portfolios and their process, and why they believe this is important in the emerging markets space. (Published December 2023)

2:57
GQG Partners Sudarshan Murthy, CFA, Portfolio Manager &
Ben Larsen, CFA, Client Portfolio Manager

Investing Journey Over the Last Year

Sudarshan Murthy shares his thoughts on the overall performance over the last year and revisits the impact of the Russia-Ukraine conflict as well as other performance factors within the emerging markets environment. (Published December 2023)

1:58
Nuveen Jessica Zarzycki, CFA, Portfolio Manager

Opportunity Sets In Developed Markets vs. Emerging Markets

Jessica Zarzycki compares the opportunity set in developed markets versus emerging markets and discusses the impact that Nuveen believes the Inflation Reduction Act has had on the Green Bond marketplace. (Published November 2023)

6:28
Nuveen Jessica Zarzycki, CFA, Portfolio Manager

Nuveen’s Investment Thesis On MidAmerican Energy

Jessica Zarzycki shares the investment thesis on one of Nuveen's larger holdings, MidAmerican Energy. (Published November 2023)

2:36
Nuveen Alan Papier, CFA, Client Portfolio Manager

Nuveen’s Reporting Transparency

Alan Papier discusses Nuveen’s reporting transparency of fixed income investments and what an investor in the fund can expect to see. (Published November 2023)

3:49
Jessica Zarzycki, CFA, Portfolio Manager Jessica Zarzycki, CFA, Portfolio Manager

Nuveen’s Impact Investing Framework

Jessica Zarzycki discusses Nuveen's Impact Investing Framework, which focuses on societal and environmental outcomes. (Published November 2023)

3:57
Nuveen Alan Papier, CFA, Client Portfolio Manager

How Is Nuveen’s Impact Investing Approach Different?

Alan Papier discusses how Nuveen believes their approach to impact investing is different from others in the space. (Published November 2023)

4:52
Nuveen Jessica Zarzycki, CFA, Portfolio Manager

Are Returns Sacrificed In Favour Of Impact Initiatives?

Jessica Zarzycki explains how, in Nuveen's opinion, returns are not sacrificed in favour or impact initiatives. Every investment opportunity looked at is looked at in terms of relative value and a financial performance perspective. (Published November 2023)

2:48
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

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)

1:36
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

How 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)

1:04
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

How 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)

1:47
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

Prospects for the Energy and Technology Sectors

Rajiv 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)

1:15
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

Global Small Cap Holdings Spotlight: Rolls-Royce Holdings

Mark Costa shares his thoughts on Rolls-Royce, the commercial engine manufacturer and leading player in large, wide-bodied aircraft engines. (Published June 2023)

3:30
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

Underweighting the U.S. Equity Market

Mark 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)

2:13
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

U.S. Regional Banks Post-SVB Failure

Mark 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)

3:59
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

Buying Fallen Large Caps

Mark 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)

4:27
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

Global Small Cap Holdings Spotlight: C&C Group

Mark 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)

2:21
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

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)

1:49
T. Rowe Price Toby Thompson, CFA, Portfolio Manager

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)

1:26
T. Rowe Price Toby Thompson, CFA, Portfolio Manager

A Closer Look at the T. Rowe Price Global Allocation Fund

Toby 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)

5:39
Sionna Investment Managers Aleksy Wojcik, CFA, Portfolio Manager

Company Spotlight: Stella-Jones

Aleksy Wojcik provides his thoughts on Stella-Jones – a producer of railway ties, utility poles and residential lumber using pressure-treated wood and a name that's held in the Sionna Canadian Equity Fund. (Published April 2023)

2:32
GQG Partners Nicole Limper, CFA, Director, Client Services &
Ben Larsen, CFA, Client Portfolio Manager

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).

9:46
GQG Partners Steve Ford, CAIA, Managing Director, Global Distribution & Josh Snyder, CFA, Global Investment Strategist

Three Things To Watch For 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).

8:28
Sionna Investment Managers Kim Shannon, CFA, MBA, President and Co-Chief Investment Officer

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)

3:13
Sionna Investment Managers Kim Shannon, CFA, MBA, President and Co-Chief Investment Officer

Sionna’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)

2:38
Sionna Investment Managers Kim Shannon, CFA, MBA, President and Co-Chief Investment Officer

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)

2:21
Sionna Investment Managers Stephen Jenkins, CFA, Co-Chief Investment Officer

My 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)

2:01
Sionna Investment Managers Stephen Jenkins, CFA, Co-Chief Investment Officer

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)

2:36
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

Does 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).

1:33
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

How 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).

3:53
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

Rajiv 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).

2:51
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

Rajiv 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).

2:02
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

GQG 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).

3:37
Brandes Investment Partners Chris Duncan, Director, Investment Group

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).

3:48
Sionna Investment Managers Aleksy Wojcik, Portfolio Manager

Opportunities in the Oil and Gas Space in Canada

In 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).

4:44
GQG Partners Chulantha De Silva, Senior Investment Analyst

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).

4:17
GQG Partners W. Adam Patterson, Client Portfolio Manager

GQG Partners Thoughts on the Market Environment

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).

3:55
Sionna Investment Managers Jackie Au, Portfolio Manager

Thoughts on Nutrien

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

2:12
Sionna Investment Managers Kim Shannon, President and Co-Chief Investment Officer

Portfolio Changes to the Sionna Canadian Equity Fund

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).

4:02
Sionna Investment Managers Kim Shannon, President and Co-Chief Investment Officer

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).

3:16
Brandes Investment Partners Brent Woods, Chief Executive Officer

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).

5:32
Brandes Investment Partners Brent Woods, Chief Executive Officer

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).

2:37
Brandes Investment Partners Brent Woods, Chief Executive Officer

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).

2:38
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

How GQG Partners Funds Stay Tax Efficient

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)

2:11
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

How GQG Partners Reconciles Portfolio Higher Turnover with 5-Year Company Outlooks

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

2:39
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

How 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).

2:38
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

Rajiv Jain's Devil’s Advocacy Approach to Investing

Rajiv Jain explains how he instills an investment philosophy at GQG Partners that encourages opposing views and unique insights. (Published November 2021).

2:20
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

Rajiv Jain's Thoughts on China in 2021

After 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).

2:26
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

Rajiv Jain's Thoughts on the Metaverse

The 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).

1:52
GQG Partners Rajiv Jain, Chairman & Chief Investment Officer

Why 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).

4:01
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

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).

7:57
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

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).

4:53
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

Small-Cap Value Mergers and Acquisitions

Due 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).

5:30
Brandes Investment Partners Mark Costa, CFA, Director, Investments Group

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).

5:04
GQG Partners Josh Snyder, Portfolio Strategist

Navigating China's Evolving Policy Regime

GQG Partners' Josh Snyder provides his insights on the impact policy change is having on Chinese companies with regards to foreign ownership and variable interest entities. (Published September 2021)

8:15
GQG Partners Brian Kersmanc, Deputy PM, International Equity

Forward-Looking Quality

Brian 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)

4:58
GQG Partners Brian Kersmanc, Deputy PM, International Equity

The Importance of Liquidity

Brian 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)

2:35
GQG Partners Brian Kersmanc, Deputy PM, International Equity

China & Emerging Markets

Brian 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)

3:21
GQG Partners Brian Kersmanc, Deputy PM, International Equity

Inflation & Economic Growth

Brian 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)

4:59
Sionna Investment Managers Gary Chow, Portfolio Manager

Sionna Spotlight: Suncor Energy

Gary Chow provides an update on Suncor Energy and outlines why Sionna believes the holding is an attractive opportunity for value investors. (Published: June 2021)

1:22
Brandes Investment Partners Brent Fredberg, Director, Investments Group

The Current State of Value Investing

Brent 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)

3:37
Brandes Investment Partners Brent Fredberg, Director, Investments Group

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)

2:04
Brandes Investment Partners Brent Fredberg, Director, Investments Group

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)

2:01
Brandes Investment Partners Brent Fredberg, Director, Investments Group

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)

3:35
Sionna Investment Managers Jackie Au, CFA, Portfolio Manager

Sionna Spotlight: Alimentation Couche-Tard

Jackie 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)

5:27
Sionna Investment Managers Jackie Au, CFA, Portfolio Manager

Sionna’s Investments in the Telecom Industry

Jackie Au shares Sionna’s outlook on the telecom industry, providing both short- and long-term views on the changing dynamics of the industry. Jackie also provides insights into opportunities Sionna sees with Rogers and Telus. (Published: January 2021)

3:38
Sionna Investment Managers Gary Chow, CFA, MBA, Portfolio Manager

Opportunities in the Unloved Energy Sector

Gary Chow gives an overview of Sionna’s outlook on the energy sector as well as some of the challenges (and opportunities) that have arisen. Gary speaks to some of the positions that Sionna has added and provides thoughts on the opportunities presented with Pembina Pipeline. (Published: January 2021)

7:21
Sionna Investment Managers Stephen Jenkins, CFA, Co-Chief Investment Officer

Sionna’s High Conviction Strategy

Stephen Jenkins provides insights on Sionna’s High Conviction Strategy – Sionna Opportunities Fund – their “best ideas” portfolio. Stephen talks specifically to Ambev (Anheuser-Busch-InBev) and how it fared in 2020 as well as why Sionna believes the name has room to run going forward. (Published: January 2021)

3:08
Sionna Investment Managers Jackie Au, CFA, Portfolio Manager

The Future of eCommerce

Jackie Au discusses the current negativity and bifurcation in the physical retail space as well as recent trends to make physical retail a wholesome experience. Jackie notes that there is a need for both a good retail experience and online distribution to build an omni-channel experience for consumers. (Published: January 2021)

3:03
GQG Partners Rajiv Jain, co-founder & CIO

What is GQG Partners’ core philosophy when it comes to managing money?

Rajiv Jain, co-founder & CIO of GQG Partners, discusses how managing people’s money is a privilege and sheds some light on the importance of client alignment. (Published: November 2020)

2:29
GQG Partners Rajiv Jain, co-founder & CIO

How is the investment team at GQG Partners structured to facilitate debate and discussion?

Rajiv Jain, co-founder & CIO of GQG Partners, explains the importance of diversity amongst the team in terms of where team members are coming from and what they were doing before joining the firm. (Published: November 2020)

3:16
GQG Partners Rajiv Jain, co-founder & CIO

How does your forward-looking quality approach allow GQG Partners to be flexible when it comes to investing in value and growth stocks?

Rajiv Jain, co-founder & CIO of GQG Partners, discusses why both growth and value investment styles are imperative to survive in the long term. (Published: November 2020)

3:29
GQG Partners Rajiv Jain, co-founder & CIO

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. (Published: November 2020)

3:57
GQG Partners Rajiv Jain, co-founder & CIO

What are Rajiv’s thoughts on the inflation vs. deflation debate and do they affect how GQG Partners invests today?

Rajiv Jain, co-founder & CIO of GQG Partners, explains his views on the debate around inflation and why it’s important to react to the data rather than trying to predict the future. (Published: November 2020)

2:41
GQG Partners Rajiv Jain, co-founder & CIO

What triggers GQG Partners’ quick and decisive position changes?

Rajiv Jain, co-founder & CIO of GQG Partners, discusses why he has been described as a “ruthless seller” in the media. Rajiv also explains the danger of anchoring to past decisions. (Published: November 2020)

5:18
GQG Partners Rajiv Jain, co-founder & CIO

Why has GQG Partners historically preferred investing in mega-cap stocks?

Rajiv Jain, co-founder & CIO of GQG Partners, details his bias towards mega-cap stocks and why bigger companies are better-suited to weather the storm and stick around. (Published: November 2020)

2:30
Lazard Asset Management Louis Florentin-Lee, Managing Director and Portfolio Manager/Analyst

How Are Companies Valued Within the Lazard International Compounders Fund?

Louis Florentin-Lee details Lazard’s approach and specialized investment tool to avoid overpaying for fine businesses. (Published: August 2020)

2:52
Lazard Asset Management Louis Florentin-Lee, Managing Director and Portfolio Manager/Analyst

How Does Lazard International Compounders Fund Fit in a Portfolio?

Louis Florentin-Lee describes how the Lazard International Compounders Fund fits in Canadian investors’ portfolios and its potential effect on risk and performance. (Published: August 2020)

2:06
Lazard Asset Management Louis Florentin-Lee, Managing Director and Portfolio Manager/Analyst

COVID-19 Management and How Businesses Will Recover

Louis Florentin-Lee explains that, although COVID-19 infection rates have increased at a slower rate in Europe and Asia compared to the U.S., the Lazard investment team avoids taking macro bets. (Published: August 2020)

2:20
Lazard Asset Management Louis Florentin-Lee, Managing Director and Portfolio Manager/Analyst

What Is an Example of a Compounder Held in the Fund?

Louis Florentin-Lee details a Japanese company held in the Lazard International Compounders Fund. (Published: August 2020)

3:12
Lazard Asset Management Louis Florentin-Lee, Managing Director and Portfolio Manager/Analyst

Why Do You Avoid Energy, Utilities & Mining?

Louis Florentin-Lee explains why the Lazard International Compounders portfolio has never held energy, utilities or mining companies to date. (Published: August 2020)

2:12
Sionna Investment Managers Marlena Zabielska, CFA, Portfolio Manager

Sionna on: Shopify

Marlena Zabielska explains why Sionna has not added Shopify to any of its portfolios. (Published: July 2020)

2:09
Sionna Investment Managers Marlena Zabielska, CFA, Portfolio Manager

Causes for Increased Portfolio Volatility

Marlena Zabielska dives into some of the causes of the recent increase in portfolio volatility. Marlena also touches on specific sectors that have been contributing factors to the volatility. (Published: July 2020)

2:12
Sionna Investment Managers Marlena Zabielska, CFA, Portfolio Manager

Has Sionna Been Avoiding Trendy Stocks?

Marlena Zabielska explains why Sionna has stayed out of marijuana stocks. Marlena differentiates between junior gold stocks and marijuana stocks and illustrates why junior gold stocks may be a more attractive opportunity for Sionna. (Published: July 2020)

2:52
Sionna Investment Managers Marlena Zabielska, CFA, Portfolio Manager

Sionna on: Berkshire Hathaway

Marlena Zabielska explains why Berkshire Hathaway is an attractive opportunity for Sionna. (Published: July 2020)

3:01
Sionna Investment Managers Marlena Zabielska, CFA, Portfolio Manager

Fixed Income Opportunities

Marlena Zabielska describes how Sionna has been navigating the fixed income space. Marlena dives into a few sectors and positions that Sionna has been looking at and investing in. (Published: July 2020)

3:33
Sionna Investment Managers Marlena Zabielska, CFA, Portfolio Manager

Effect of COVID-19 on Portfolio Positioning

Marlena Zabielska describes Sionna’s view of the economic recovery in Canada, post COVID-19, and its impact on Sionna’s investment approach.(Published: July 2020)

2:01
Brandes Investment Partners Louis Lau, CFA, Director, Investments Group

Brandes Emerging Markets Value Fund: Importance Of Balance Sheet Strength

Louis Lau discusses how the investment team analyzes balance sheet performance. Louis also explains which areas the investment team pays close attention to when looking at companies within the emerging markets landscape. (Published: May 2020)

1:28
Lazard Asset Management Jai Jacob, Managing Director and Portfolio Manager/Analyst

Lazard Global Balanced Income Fund: Asset Allocation Bands & Exposure

Jai Jacob explains the Fund’s asset allocation bands and the flexibility he has with it. Jai also discusses which mandates are used for dividend equity and fixed income exposure within the portfolio. (Published: May 2020)

4:10
Lazard Asset Management Jai Jacob, Managing Director and Portfolio Manager/Analyst

What Is Target Volatility Investing & Why Is It Important?

Jai Jacob explains what target volatility investing is, why it's important and how it fits within the Lazard Global Balanced Income Fund. (Published: May 2020)

3:11
Lazard Asset Management Jai Jacob, Managing Director and Portfolio Manager/Analyst

Lazard Global Balanced Income Fund: Downside Protection

Jai Jacob explains the 6-12 month market forecast process and volatility targeting that has assisted in the mitigation of YTD downside protection within the Lazard Global Balanced Income Fund. Jai also discusses how Lazard views the global economic response to COVID-19. (Published: May 2020)

3:50
Lazard Asset Management Jai Jacob, Managing Director and Portfolio Manager/Analyst

Lazard Global Balanced Income Fund & How It Fits

Jai Jacob discusses how he and the portfolio team create value across an array of asset classes while still protecting capital using their target volatility approach. Jai also discusses how advisors can fit Lazard Global Balanced Income Fund into their clients’ portfolios. (Published: May 2020)

3:13
Lazard Asset Management Louis Florentin-Lee, Managing Director and Portfolio Manager/Analyst

Types Of Businesses In The Lazard Global Compounders Fund

Louis Florentin-Lee discusses what classifies a compounder and identifies companies that would fit within the Lazard Global Compounders Fund. (Published: May 2020)

1:58
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

What Influences Investor Long-Term Thinking?

Brandes Institute manager, Bob Schmidt, discusses what clients often focus on that might be detrimental to their long-term focus. He also suggests that the way that some materials are presented to investors might be emphasizing short-term performance. (Published April 2022)

2:48
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Reframing: Progress Toward Objectives

Bob 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)

4:57
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Evaluating “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)

3:12
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Manage the Behavioural Flaws

Bob 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)

2:55
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

A Lifetime of Benign Inflation

Brandes 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)

3:04
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

The Inflation-Resistant Portfolio

Bob Schmidt, Manager of the Brandes Institute, discusses why it’s an important time to construct thoughtful portfolios that can lessen the impacts of inflation. He also highlights the importance of having an advisor during these periods, suggesting that, if left on their own, many investors would find it difficult to look beyond short-term price fluctuations and remain focused on the long term. (Published April 2022)

2:45
Training The Investor Brain Frank Murtha, Ph.D., MarketPsych Co-Founder

Psychology of the Sell-Off

What should investors consider if they’re thinking of selling off their investments during a market drawdown? Dr. Murtha provides potential scenarios and tips to aid investors during these challenging times. (Published: June 2020)

4:32
Training The Investor Brain Frank Murtha, Ph.D., MarketPsych Co-Founder

CURE: Caring. Understanding. Respect. Empathy.

Dr. Frank Murtha explains how using CURE with clients can help ease emotional strain due to financial pressures or stress regarding the health and well-being of loved ones during these unprecedented times. (Published: May 2020)

5:48
Training The Investor Brain Frank Murtha, Ph.D., MarketPsych Co-Founder

A Good Way To Think About Extrapolation

Extrapolation is when investors make long-term projections from short-term trends. Amid the coronavirus outbreak, the tendency for extrapolation may be exceptionally high. Frank Murtha explains why this wealth-destroying bias is so insidious. (Published: March 2020)

1:11
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

What Does “Anchoring” Sound Like?

Investors may tend to focus on “all-time high” anchor numbers for their account balances or net worth, but these values may be inappropriate benchmarks to drive decision-making during volatile markets. Bob Schmidt explains why. (Published: March 2020)

1:04
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

The "10-30-60 Rule" And What It Means For Investors

The “10-30-60” rule can help guide investment decision-making in retirement. Bob Schmidt explains how this rule can help investors manage the balance between seeking safety and achieving their long-term investment goals. (Published: March 2020)

1:10
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Prospect Theory And Decision-Making

Losses can weigh on investor emotions. During market volatility, investors may want to sell stocks and bonds to avoid the pain of loss. Bob Schmidt explores Prospect Theory and how it may impact investor decision-making. (Published: March 2020)

0:50
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Advice To Share With Investors Regarding Financial News

When watching or reading financial news, it’s important to understand how it may impact emotions and decision-making. Bob Schmidt provides advice on how investors should approach the news. (Published: March 2020)

1:04
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

What Is Availability Bias?

Also known as Recency Bias, Bob Schmidt explains why people may overestimate the severity or frequency of an event based on recent exposure or emotional impact. (Published: March 2020)

1:04
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

What Is Work/Life Evolving Into?

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, discusses his thoughts on what work/life is evolving into and how workplaces are changing as a result of the pandemic. (Published: September 2022).

3:50
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

COVID Keepers For Flexible Work

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, gives his tips for employers and employees regarding flexible work environments. (Published: September 2022).

5:43
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

COVID Keepers For Safety

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, identifies a few “COVID keepers” for health and safety – new habits that can keep us physically and mentally healthy as we move forward through the pandemic. (Published: September 2022).

2:19
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Connecting With Clients Using Social Proof

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, talks about social proof statements and how you, as an advisor, can use social proof to connect with your clients when having difficult conversations. (Published: September 2022).

3:10
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Creating Awareness: Advisor Stress & Anxiety

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, outlines the differences between stress and anxiety and shares examples of the stresses and anxieties that advisors have been faced with during the pandemic. (Published: September 2022).

3:49
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

COVID Challenges That Impact Mental Health

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, discusses COVID-19 challenges and the impact these challenges can have on our mental health. (Published: September 2022).

2:29
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Mental Health Awareness

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).

1:56
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Languishing

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).

2:50
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Seasonal Affective Disorder

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).

2:44
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Tips to Make the Holidays Less Stressful

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, provides three tips (plus a bonus) on how to best manage holiday stress. (Published: December 2021).

3:43
Mental Health & The Financial Advice Relationship Arthur Fish, Partner, Borden Ladner Gervais LLP

Who 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)

2:41
Mental Health & The Financial Advice Relationship Arthur Fish, Partner, Borden Ladner Gervais LLP

What 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)

5:00
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

How 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)

4:31
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

The 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)

5:00
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Mitigating Unproductive Responses

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)

4:10
Mental Health & The Financial Advice Relationship Tyler Fleming, Director, Investor Office Ontario Securities Commission

Protecting Investors Through Behavioural Insights

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)

5:15
Mental Health & The Financial Advice Relationship Tyler Fleming, Director, Investor Office Ontario Securities Commission

Why 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)

2:15
Mental Health & The Financial Advice Relationship Carol Lynde, Bridgehouse President and CEO

What 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)

2:34
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Mental Health vs. Mental Illness

Adam Wiseman explains the difference between mental health and mental illness: terms that are often used interchangeably but have distinct meanings. (Published: October 2021)

3:25
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

The Difference Between Stress and Anxiety

Adam 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)

3:58
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Is Social Media Impacting Your Mental Health?

Adam Wiseman discusses some pros and cons of using social media and provides a method to determine its impact on your current mental health. (Published: August 2020)

1:33
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Box Breathing

Adam Wiseman explains how a simple breathing technique can help you manage stress. The Box Breathing technique is used in many lines of work, including the military and police, to keep calm before or after a stressful event. (Published: May 2020)

2:35
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

News-Induced Anxiety

Adam Wiseman provides tips on managing anxiety during these challenging times. Adam explains how a 24-hour news cycle can trigger anxieties and increase uncertainty with its viewers and notes that it’s important to be cognizant of how often you tune in. (Published: May 2020)

1:32
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Social Distancing vs. Physical Distancing

Adam Wiseman discusses the decision by the World Health Organization (WHO) to change its terminology from social distancing to physical distancing and the importance of social interaction. (Published: May 2020)

1:06

Bridgehouse Asset Managers® is a trade name of Brandes Investment Partners & Co. (Bridgehouse). Brandes Investment Partners® is a registered trademark of Brandes Investment Partners, L.P. (Brandes LP), which is an affiliate of Bridgehouse. As the manager of the Bridgehouse Funds, Bridgehouse has hired certain portfolio sub-advisors in respect of certain of the Bridgehouse Funds. Bridgehouse and portfolio sub-advisors have taken reasonable steps to provide accurate and current data. The data has been gathered from sources believed to be reliable, however Bridgehouse and/or portfolio subadvisors are not responsible for any errors or omissions contained herein. The foregoing reflects the thoughts, opinions and/or investment strategies of Bridgehouse and/or portfolio subadvisors and is subject to change at their discretion, based on changing market dynamics or other considerations. Past performance is not a reliable indicator of future results. This material has been provided by Bridgehouse and is for informational purposes only. It should not be construed as a recommendation to buy or sell. Indices are unmanaged and cannot be directly invested into. Securities mentioned herein are not to be construed as a recommendation to buy or sell. Forecasts involve inherent risks and uncertainties, and there is no guarantee they will be realized. Actual outcomes may differ substantially. This presentation may contain forward-looking statements about the economy, and markets; their future performance, strategies or prospects. Forward-looking statements are not guarantees of future performance. Forward-looking statements involve inherent risks and uncertainties about general economic factors, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. You are cautioned to not place undue reliance on these statements as a number of important factors could cause actual events or results to differ materially from those expressed or implied in any forward-looking statement. Before making any investment decisions, you are encouraged to consider these and other factors carefully. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Units and shares of the Bridgehouse Funds are available through registered dealers only and are not available through Bridgehouse. MSCI has not approved, reviewed or produced this report, makes no express or implied warranties or representations and is not liable whatsoever for any data in the report. You may not redistribute the MSCI data or use it as a basis for other indices or investment products.