Brandes Briefing
Brandes Investment Partners
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Each episode of the Brandes Briefing shares topical insights from a value-investing perspective.
Available episodes
Newest first
Oldest first
May 11, 2023
Recent U.S. Bank Failures: Brandes’ View
Managing Director Oliver Murray and Director in Investments Michael Hutchens, CFA discuss the recent U.S. bank failures. What happened and how these compare to previous bank failures.
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May 11, 2023
International Equity: Finding Value in Today’s Environment
Managing Director Oliver Murray and Director in Investments Jeffrey Germain, CFA discuss where Brandes is finding value and the impact of recent banking sector news on potential opportunities.
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Dec 15, 2022
Inflation Trends and The Value Cycle
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss recent inflation trends and what they mean for value investors.
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Dec 15, 2022
Recent Market Sell-Off and Potential Value Opportunities
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss whether recent market sell-off has created value opportunities and the challenges facing international stocks today.
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Jun 29, 2022
Energy Sector Part 2 – Transition to Renewables
Managing Director Oliver Murray and Director in Investments, Chris Duncan, CFA discuss the long-term shift to renewable energy and environmental concerns in the complex energy sector.
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Jun 29, 2022
Energy Sector Part 1 – Where Brandes Sees Opportunities
Managing Director Oliver Murray and Director in Investments Chris Duncan, CFA discuss current market issues affecting the complex Energy sector and potential opportunities.
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Jun 16, 2022
Financial Professionals and Mental Health – A Discussion with Frank Murtha, Ph.D.
Managing Director Oliver Murray and Frank Murtha, Ph.D., co-founder of MarketPsych discuss potential mental health issues financial professionals may encounter with investors/clients and share best practices and insights.
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May 11, 2022
Brandes US Small Cap – Opportunities in Today’s Market
Director Institutional Group Mike Israel, CFA and Director in Investments Mark Costa, CFA , discuss how the outlook of the U.S. Small Cap Strategy has been helped by defensive capital preservation but yet still has very attractive opportunities.
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Mar 23, 2022
How Stagflation Could Affect The Pro Value Cycle
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss stagflation and whether or not the pro value cycle is over.
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Mar 22, 2022
How Brandes is Responding to the Current Environment
Managing Director Oliver Murray and Director in Investments Brent Fredberg discuss how Brandes is responding to the current environment/crisis in Ukraine.
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Mar 14, 2022
The Impact of Russia’s Invasion of Ukraine on Emerging Markets
Managing Director Oliver Murray and Director in Investments Mauricio Abadia discuss the impact of Russia’s invasion of Ukraine on the emerging markets asset class.
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Dec 22, 2021
Boomers Series: Inflation
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss inflation and its potential impact on retirees and their investing plans.
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Dec 22, 2021
Boomers Series: The Retirement Rule
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss the Retirement Rule—what it is and what it means for retirees and their investing plans.
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Dec 22, 2021
Boomers Series: Retiree Mindset
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss what they believe to be the proper mindset for retirees—and how their thinking may be different from earlier chapters in their lives.
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Dec 22, 2021
Boomers Series: Wheel of Emotion
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss behavioral biases that can adversely affect investment decision-making.
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Dec 22, 2021
Boomers Series: Ideas for Long-Term Investing
Bob Schmidt, Manager of the Brandes Institute and Barry Gillman, CFA, Brandes Institute Advisory Board Research Director, discuss six key long-term investing ideas for individuals.
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Nov 11, 2021
"Value" is in the Eye of the Beholder
Managing Director Oliver Murray and Director in Investments Brian Matthews, CFA, discuss why Brandes Investment Partners believes the saying “beauty is in the eye of the beholder” also applies to value investments.
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Oct 22, 2021
Crosshairs of Disruption in the Autos Industry
Managing Director Oliver Murray and Director in Investments Ted Kim, CFA, discuss how Brandes Investment Partners navigates the crosshairs of disruption in the Autos industry.
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Aug 11, 2021
ESG: What It Means At Brandes
Institutional Portfolio Management Director Rhonda Berger and Investments Group Managing Director Ken Little, CFA, discuss how Brandes Investment Partners considers ESG (environmental, social and governance) factors in fundamental company valuations.
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Jun 17, 2021
Current Environment for Value Investing: Is It Too Late?
Investments Group Director Brent Fredberg and Institutional Portfolio Manager Lawrence Taylor discuss the current environment for value investing, how much opportunity is left, and how inflation may impact value and the markets.
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Apr 21, 2021
Emerging Markets – COVID Impact Revisited
Investments Group Director Louis Lau, CFA, and Institutional Portfolio Manager, Lawrence Taylor revisit the impact COVID has had on emerging markets and how social responsibility is considered in the investment process.
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Aug 27, 2020
Why International Now?
Investments Group Director Jeff Germain, CFA, discusses why international stock markets look especially worthy of consideration right now.
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Aug 13, 2020
LOWERING THE BAR: Seeking Fixed Income Performance While Limiting Risk
Barry Gillman, Research Director for the Brandes Institute Advisory Board, discusses the risk that your bond portfolio may be taking in trying to deliver performance in today’s low yield environment.
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Jun 18, 2020
Today’s Fixed Income Market: Disorder and Disconnections?
Fixed Income Investment Group Portfolio Manager Tim Doyle, CFA, discusses fixed income market complacency amid the actions of the Federal Reserve.
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Jun 18, 2020
Will the Proposed Foreign Companies Act Impact Potential Opportunities in Emerging
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the potential implications of trade tensions between the U.S. and China.
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Jun 18, 2020
The Importance of Balance Sheet Strength in Emerging Markets
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss how the investment team analyzes balance sheet performance.
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Jun 18, 2020
How Are Latin America and China Faring?
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the long-term effects that COVID-19 could have on emerging markets and where Brandes investment committees are finding opportunities.
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Jun 18, 2020
Potential Positive Post-Pandemic Developments in Emerging Markets
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the post-pandemic emerging markets landscape.
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Jun 18, 2020
Does Value Investing Still Work in Emerging Markets?
Investments Group Director Louis Lau, CFA, and Client Portfolio Manager Mary Singh, CFA, discuss the growing difference between growth and value stock valuations.
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Jun 4, 2020
Psychology of the Sell-Off
Frank Murtha, Ph.D., co-founder of MarketPsych, discusses some things to consider if you’re thinking about selling out during a market downturn.
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Apr 28, 2020
Oil: Investing in this environment
Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss a case study and finding opportunities in oil and gas companies.
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Apr 28, 2020
Oil: How did we get here?
Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss the effects of oil price volatility on today’s environment.
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Apr 28, 2020
Balance sheet safety at what price?
Senior Research Analyst Brent Fredberg discusses the implications of the coronavirus on higher beta stocks versus those considered to be more immune to the downturn.
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Apr 28, 2020
Oil and OPEC
Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss what caused OPEC to lose control of the market.
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Apr 28, 2020
Window of opportunity in emerging markets?
Senior Research Analyst Louis Lau, CFA, discusses what we are seeing in emerging markets and whether now is an attractive window of opportunity.
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Apr 28, 2020
Banks may help the economy recover but is now the time to buy?
Senior Research Analyst Michael Hutchens, CFA, discusses investing in banks in light of the economic uncertainty associated with the COVID-19 crisis.
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Apr 28, 2020
Oil: Where do we go from here?
Senior Research Analyst Chris Duncan, CFA, and Matthew Johnson, JD, Director of Private Client Services, discuss the oil landscape given current production, demand and the coronavirus.
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