BridgeBytes

Aleksy Wojcik explains how disruptions at the Strait of Hormuz may have long-term consequences for global energy supplies, beyond immediate price swings. (Published: May 2026)

Aleksy Wojcik discusses how regions without domestic refining capacity may be affected when jet fuel and diesel shipments are interrupted, due to the closure of the Strait of Hormuz. (Published: May 2026)

Aleksy Wojcik explains how the closure of the Strait of Hormuz and resulting blockage of a significant portion of global chemical and fertilizer shipments could potentially affect global planting decisions and crop yields. (Published: May 2026)

Aleksy Wojcik reviews sectors and individual companies in Canada that he believes are well positioned to grow in the coming years and where Sionna sees opportunities. (Published: May 2026)

Aleksy Wojcik shares updates on Canadian infrastructure projects currently in development that aim to enhance how Canada is able to export commodities to global markets. (Published: May 2026)

Jeffrey Germain clears up some common misconceptions about value investing and describes the kinds of companies value managers, like Brandes, look to add to their portfolios. (Published: March 2026)

Jeffrey Germain explains his investing thesis as it applies to companies within the semiconductor and AI spaces. (Published: March 2026)

Jeffrey Germain walks through some examples of how he and his team use the margin of safety principle to guide their investment decisions. (Published: March 2026)

Peter Kashanek explains where he sees parallels between markets today and those of the mid to late 2000s. (Published: March 2026)

Peter Kashanek explains how the team behind the Lazard Defensive Dividend Fund manages volatility and aims to capitalize on equity risk premiums. (Published: March 2026)

Peter Kashanek explains where he sees the advantages of the risk hedging strategies used in the Lazard Defensive Global Dividend Fund compared to a covered call strategy. (Published: March 2026)

Peter Kashanek breaks down how he and his team select holdings for the Lazard Defensive Global Dividend Fund, particularly in light of their distinctive approach compared to the broader international market. (Published: March 2026)

Peter Kashanek shares how he and his team determine the appropriate level of U.S. exposure in their holdings. (Published: March 2026)

Peter Kashanek shares how he stays ahead of geopolitical risks for timely risk assessment and agile portfolio adjustments amid geopolitical events. (Published: March 2026)

Rajiv Jain explains his current stance on portfolio positioning, in particular his thoughts on tech and artificial intelligence (AI) related investments. (Published: February 2026)

Rajiv Jain shares his thoughts on the contrasting levels of spending on technology and artificial intelligence (AI) between the U.S. and China. (Published: February 2026)

Rajiv Jain outlines GQG Partners’ investment philosophy and dissects how it should perform in certain market conditions. (Published: February 2026)

Rajiv Jain compares the parallels between what he currently sees as an artificial intelligence (AI) and tech bubble, and the dot-com bubble of the 90s. (Published: February 2026)

Rajiv Jain unpacks what he believes may be a delayed market reaction to the U.S. tariffs and surrounding uncertainty. (Published: February 2026)

Rajiv Jain describes what he’s been hearing from other companies about the returns on their AI investments relative to capital expenditure. (Published: February 2026)

Craig Watson makes the case for retaining tech and artificial intelligence (AI) holdings amidst speculations of an emerging bubble. (Published: January 2026)

Craig Watson shares his perspective on the current valuations of U.S. megacap growth stocks and whether he believes they are overpriced. (Published: January 2026)

Craig Watson shares his thoughts on U.S. healthcare giant Eli Lilly and the future of the GLP-1 market. (Published: January 2026)

With a new chair of the U.S. Federal Reserve likely to be appointed and rates projected to lower in the coming year, Craig Watson explains how that affects the way he values businesses and his views on the market. (Published: January 2026)

Craig Watson outlines the potential investment implications for the T. Rowe Price U.S. Blue Chip Growth Fund if inflation continues longer than expected. (Published: January 2026)

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

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

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

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

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

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

Aleksy Wojcik shares his thoughts on broad energy market dynamics, his outlook on oil prices and current oil supply and demand. (Published: June 2025)

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

Aleksy Wojcik shares his thoughts on LNG Canada, and offers his insights on opportunities in the energy sector that could potentially benefit from these dynamics. (Published: June 2025)

Aleksy Wojcik provides an update on how the U.S. tariffs may have an impact on certain Canadian exports in the energy sector. (Published: June 2025)

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

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

Brian Matthews looks under the hood of the U.S. market and outlines where Brandes believes value opportunities currently lie. Brian also discusses his views on the large valuation gap between the value side of the market and the growth side of the market. (Published: March 2025)

Brian Matthews gives a high-level overview of the Brandes approach to value, which can be broken down into three buckets that seek to ensure exposure across the value spectrum. (Published: March 2025)

Brian Matthews provides an update on how U.S. tariffs may impact the Brandes Global Equity Fund, including insights around the roles that geographic exposure, overweights/underweights and pricing power might play. (Published: March 2025)

Peter Kashanek discusses why it might be a good time to think about defensive dividends given the current market environment. Peter also touches on equity valuations and the Magnificent 7 (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla). (Published: December 2024)

Peter Kashanek discusses how the Lazard Defensive Global Dividend Fund is constructed, including the four key attributes that Lazard uses in their investment process. (Published: December 2024)

Peter Kashanek provides an update on the Lazard Defensive Global Dividend Fund including sector, region and market cap exposures. (Published: December 2024)

Brian Kersmanc discusses GQG’s investment philosophy of forward-looking quality and highlights how their approach allows GQG to consistently adapt their portfolios to different areas of the market using examples like PetroChina, Novartis and Microsoft. Brian notes that, at the end of the day, they are style agnostic investors and just want great compounding businesses. (Published: November 2024)

Brian Kersmanc discusses GQG's approach when seeking to generate consistent downside protection, noting two main factors: 1) GQG believes that if they are getting the names right from a quality perspective then the names should hold up; and 2) GQG also believes in an asymmetrical reaction to risk versus opportunity, and not being afraid to cut back early when necessary. (Published: November 2024)

Brian Kersmanc discusses GQG’s adaptability, specifically regarding the tech sector and the portfolio’s positioning within tech over the last 3-4 years. (Published: November 2024)

Mark 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. (Published: June 2024)

Mark 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. (Published: June 2024)

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. (Published: June 2024)

Steve 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. (Published: June 2024)

Steve 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. (Published: June 2024)

Steve 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. (Published: June 2024)

Steve Liberatore shares his thoughts on how an emphasis on impact investing and considering ESG issues can make for a better fixed-income manager. Steve believes that the key to generating outperformance over time isn’t by picking winners, it’s by avoiding losers. (Published: June 2024)

Steve Liberatore explains what Nuveen's impact report is and why he believes it matters to investors. Steve explains that impact reporting allows Nuveen to communicate with investors to let them know how their capital is being deployed and the outcomes being derived from the investments being made on their behalf. (Published: June 2024)

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)

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)

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)

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)

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)

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)

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).

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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

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)

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).

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)

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)

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)

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)

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

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)

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

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

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)

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)

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)

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)

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)

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

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)

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)

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)

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)

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)

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)

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)

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)

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).

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).

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)

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)

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)

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)

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)

Rajiv Jain explains how GQG Partners looks at active share and portfolio turnover. (Published July 2022).

Rajiv Jain explains how his decades of managing emerging market equites helps him navigate the challenges of inflation today. (Published July 2022).

Rajiv Jain provides his opinion on the performance of GQG Partners during this market downturn. (Published July 2022).

Rajiv Jain explains his thoughts on utilizing technical analysis to decide when to buy or sell. (Published July 2022).

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).

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).

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).

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).

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).

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

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).

Kim Shannon, Sionna’s President and Co-CIO, explains why Sionna Investment Managers is overweight on Canadian banks. (Published March 2022).

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).

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).

Brent Woods, Chief Executive Officer at Brandes Investment Partners, provides insights on value and earnings in European markets going forward. (Published March 2022).

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)

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

Taking a pragmatic view, Rajiv Jain explains how he has always planned for inflation and a rate-changing environment. (Published November 2021).

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

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).

Rajiv Jain explains why he has been growing his energy exposure while other funds have been divesting from the sector. (Published November 2021).

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).

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).

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).

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).

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

Christina Gallo, a mental health therapist with CMHA-Toronto, shares some statistics on how much stress many advisors are facing in today’s world. (Published: April 2026)

Christina Gallo, a mental health therapist with CMHA-Toronto, explains the correlation between stress levels and professional performance using a concept called the IZOF* Model. (Published: April 2026)

*Individual Zones of Optimal Functioning

Christina Gallo, a mental health therapist with CMHA-Toronto, shares a practical tool to help manage self-care in a practical and effective way: the PERMA Model. (Published: April 2026)

Christina Gallo, a mental health therapist with CMHA-Toronto, walks viewers through a case study of a financial advisor using the PERMA Model, a self-care framework. (Published: April 2026)

Christina Gallo, a mental health therapist with CMHA-Toronto, explains motivational interviewing and how it can help advisors better understand and support their clients. (Published: December 2025)

Christina Gallo, a mental health therapist with CMHA-Toronto, describes the OARS framework for motivational interviewing and how advisors can use it to help improve client satisfaction and follow-through. (Published: December 2025)

Christina Gallo, a mental health therapist with CMHA-Toronto, gives some helpful tips to handle challenging advisor-client conversations with emotional intelligence. (Published: December 2025)

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

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

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).

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).

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).

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).

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).

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).

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).

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).

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).

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).

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)

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)

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)

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)

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)

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)

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)

Carol Lynde, Bridgehouse President and CEO, explains the role of a TCP and outlines its benefits to advisors and their clients. (Published: December 2021)

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

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)

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)

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)

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)

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)

Patrick Delaney, Insights Director at T. Rowe Price, shares statistics on the upcoming intergenerational wealth transfer. (Published: July 2026)

Patrick Delaney, Insights Director at T. Rowe Price, explains why advisors might want to consider pursuing slightly less wealthy individuals when it comes to approaching younger clients. (Published: July 2026)

Patrick Delaney, Insights Director at T. Rowe Price, outlines the advantages of shifting from goals-based to values-based conversations when connecting with younger clients. (Published: July 2026)

Patrick Delaney, Insights Director at T. Rowe Price, explains why jargon-heavy language doesn’t resonate with many younger investors and lists out some specific words advisors may want to avoid. (Published: July 2026)

Patrick Delaney, Insights Director at T. Rowe Price, shares the number one question he recommends asking clients if you’re looking to connect on an emotional level. (Published: July 2026)

Patrick Delaney, Insights Director at T. Rowe Price, describes how he would position the role of financial advisors to young investors who prefer to get their financial advice from social media. (Published: July 2026)