BridgeBytes

BridgeBytes provides snackable content suited for you and your clients. If you’re looking for insights from our managers or our investor behaviour and mental health subject-matter experts, you’ve come to the right place. Looking for CE credits? Visit CE Central.

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

Inflation's Influence on Asset Allocation

With inflation at a 30-year high, Morningstar's Michael Keaveney provides insight on central bank forecasts. He also explains how inflation is influencing Morningstar's asset allocation strategy. (Published December 2021).

13:51
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
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

MMIP Quarterly Update: Is China a Value Trap?

Morningstar’s Michael Keaveney explores the portfolios’ holdings in relation to China and offers his opinions on whether China is a value trap or will become one in the future. (Published October 2021).

4:32
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

MMIP Quarterly Update: Q3 Performance

Morningstar’s Michael Keaveney discusses Q3 performance for the MMIP multi-asset portfolios, taking time to examine some individual holdings. (Published October 2021).

2:40
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
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

MSCEF Quarterly Update: Q2 Performance

Morningstar’s Michael Keaveney gives his assessment of Q2 and year-to-date returns for the Morningstar Strategic Canadian Equity Fund and provides examples to highlight what has been driving performance in the Fund. (Published July 2021)

3:47
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

MSCEF Quarterly Update: Portfolio Assessment

Morningstar’s Michael Keaveney provides an assessment of the portfolio today versus historical levels, speaking about the Fund’s fundamentals versus the overall market. Michael also touches why Morningstar is comfortable with the current number of holdings in the portfolio. (Published July 2021)

2:48
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

MSCEF Quarterly Update: Buys-Sells Rationale

Morningstar’s Michael Keaveney discusses the rationale around Q2 buys and sells, noting specific holdings that were entered into, and exited from, during the quarter. (Published July 2021)

4:52
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

MMIP Quarterly Update: Q2 Style Review

Morningstar’s Michael Keaveney weighs in on how Morningstar finds the right balance between value and growth stocks in a portfolio and also discusses how the portfolios are positioned from an overall style perspective. (Published July 2021)

2:35
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

MMIP Quarterly Update: Q2 Positioning

Morningstar’s Michael Keaveney discusses why he didn’t make any allocation adjustments within the portfolios in Q2 and what factors play a role in determining when adjustments might be necessary. (Published July 2021)

3:20
Morningstar Associates Inc. Michael Keaveney, Head of Investment Management Canada

MMIP Quarterly Update: Q2 Performance

Morningstar’s Michael Keaveney gives his assessment of Q2 and year-to-date returns for the MMIP multi-asset portfolios and provides insight into what helped and what hurt overall performance. (Published July 2021)

2:21
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: 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

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)

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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)

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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)

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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)

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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)

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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)

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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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