BridgeBytes

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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: Current Value Opportunities vs. The Past

Louis Lau discusses the growing divergence between growth and value valuations and some of the factors we can attribute this to. Louis also explains how fair value valuations have dropped significantly, creating opportunities for the long run. (Published: May 2020)

2:02
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
Brandes Investment Partners Louis Lau, CFA, Director, Investments Group

Brandes Emerging Markets Value Fund: Potential Positive Economic Developments

Louis Lau discusses what the post-pandemic emerging markets landscape might look like. Louis also explains what the investment team is looking for within EM regions moving forward. (Published: May 2020)

3:15
Brandes Investment Partners Louis Lau, CFA, Director, Investments Group

Brandes Emerging Markets Value Fund: China Exposure

Louis Lau discusses the rationale behind increasing the Fund’s exposure in China. Louis also discusses potential opportunities in China stemming from the COVID-19 pandemic. (Published: May 2020)

2:09
Brandes Investment Partners Louis Lau, CFA, Director, Investments Group

Brandes Emerging Markets Value Fund: India Exposure

Louis Lau discusses what the investment team has observed in India over the past few years. Louis also explains which specific sectors have been attractive and the new opportunities that have stemmed from the global pandemic. (Published: May 2020)

1:30
Brandes Investment Partners Louis Lau, CFA, Director, Investments Group

How Are Businesses Valued Today?

Louis Lau discusses how the investment team is valuing businesses during times of uncertainty. Louis also explains which sectors are expected to recover faster than others coming out of the COVID-19 pandemic. (Published: May 2020)

1:33
Brandes Investment Partners Louis Lau, CFA, Director, Investments Group

Potential Effects of COVID-19 in Latin America

Louis Lau discusses the effect of COVID-19 in the Fund’s Latin American holdings. Louis also explains the currency appreciation factor during times of crisis. (Published: May 2020)

1:32
Brandes Investment Partners Louis Lau, CFA, Director, Investments Group

The Long-Term Impacts of COVID-19 On Emerging Markets

Louis Lau discusses the long-term effects that COVID-19 may have on emerging markets. He explains how some countries’ responses to the pandemic have affected the team’s outlook on investment opportunities in those respective countries. (Published: May 2020)

2:04
Brandes Investment Partners Louis Lau, CFA, Director, Investments Group

Why Stick With the Brandes Emerging Markets Value Fund?

Louis Lau explains YTD performance for the Brandes Emerging Markets Value Fund, including the impact of COVID-19. (Published: May 2020)

2:26
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

Multi-Asset Portfolios: Currency Exposure Within the Portfolios

Michael Keaveney discusses how he approaches currency exposure within the multi-asset portfolios. Keaveney also explains which positions he is more interested in currency hedging. (Published: May 2020)

1:43
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

How Does Morningstar Approach Style Diversification?

Michael Keaveney discusses how the global research team makes their decisions across the wide array of styles. Keaveney also discusses how he leverages this research in the Morningstar multi-asset portfolios. (Published: May 2020)

1:55
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

Morningstar’s Analysis of COVID-19 & Repercussions For MMIP Holdings

Michael Keaveney discusses how Morningstar has approached investing in the COVID-19 pandemic. Keaveney also explains how his team has been looking for opportunities and which investors this environment will cater to best. (Published: May 2020)

1:26
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

Morningstar’s Approach to Fixed Income

Michael Keaveney explains how he has navigated the low and negative bond yield environment. Keaveney discusses where the team has been looking for higher yield opportunities within the fixed income markets. (Published: May 2020)

1:55
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

Multi-Asset Portfolios: Changes in Allocation & Holdings During Increased Market Volatility

Michael Keaveney dives into the rebalancing actions taken by his team. (Published: May 2020)

1:44
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

Multi-Asset Portfolios: Performance YTD & Through April 30

Michael Keaveney explains both the performance attribution and detractors of the Morningstar multi-asset portfolios during the COVID-19 pandemic. He also explains how he and his team have stayed aligned with their investment principles during this time of increased market volatility. (Published: May 2020)

2:47
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

Multi-Asset Portfolios: Features & Benefits for Investors

Michael Keaveney provides a quick recap on the Morningstar multi-asset portfolios and the features and benefits for investors. (Published: May 2020)

1:55
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

Additional Benefits For Compounding Businesses Post-COVID-19

Louis Florentin-Lee discusses which business he believes will weather the COVID-19 pandemic the strongest and outlines why ESG factors will play an even larger role in a post-COVID-19 world. (Published: May 2020)

4:57
Lazard Asset Management Louis Florentin-Lee, Managing Director and Portfolio Manager/Analyst

Market Recovery & Developments Around The World

Louis Florentin-Lee tackles the difficult question of where we are in the economic recovery process and what Lazard is looking for in the markets. Louis also discusses what Lazard is looking for in countries that are coming out of COVID-19 lockdown measures. (Published: May 2020)

3:50
Lazard Asset Management Louis Florentin-Lee, Managing Director and Portfolio Manager/Analyst

Lazard Global Compounders Fund: Early Days of the March Sell-Off

With historically low fund turnover, Louis Florentin-Lee discusses the rationale behind fund movements and the portfolio management team’s criteria in selling/holding companies through a crisis. (Published: May 2020)

3:28
Lazard Asset Management Louis Florentin-Lee, Managing Director and Portfolio Manager/Analyst

Lazard Global Compounders Fund: Performance During Recent Market Volatility

Louis Florentin-Lee outlines the contributing factors to performance since the beginning of increased market volatility. Louis also provides specific insight into a couple of key Lazard holdings. (Published: May 2020)

2:00
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 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

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)

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