BridgeBytes

By Bridgehouse Asset Managers

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Category: Investing

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Episodes: 154

Description

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.

Episode Date
Strategies for Sharing Mental Health Resources
Dec 10, 2025
Financial Planning & Mental Health
Dec 10, 2025
Sionna – Canada as an Oil Supplier
Dec 10, 2025
Nuveen – Why Impact Reporting Matters Today
Dec 10, 2025
Nuveen – Nuveen's Deal with Amazon Reforestation Bond
Dec 10, 2025
Nuveen – Nuveen's Approach to Impact Investing
Dec 10, 2025
Nuveen – Thoughts on Renewable Energy in the U.S.
Dec 10, 2025
Nuveen – Impact of U.S. Politics on ESG Markets
Dec 10, 2025
Nuveen – Thoughts on the High-Yield Sector
Dec 10, 2025
Sionna – Sionna Spotlight: Agnico Eagle
Dec 10, 2025
Sionna – Thoughts on Rare Earth Element Production in Canada
Dec 10, 2025
Sionna – U.S. Tariffs on Canadian Exports
Dec 10, 2025
Sionna – Thoughts on LNG Canada
Dec 10, 2025
Sionna – Oil Prices and the Energy Markets
Dec 10, 2025
Brandes – Finding Value in the U.S.
Mar 28, 2025
Brandes – The Brandes Approach to Value
Mar 28, 2025
Brandes – Tariff Talk
Mar 28, 2025
Lazard – Why Think About Defensive Dividends Today?
Dec 23, 2024
Lazard – Portfolio Update
Dec 23, 2024
Lazard – Investment Process
Dec 23, 2024
GQG – Forward-Looking Quality
Nov 21, 2024
GQG – Downside Protection
Nov 21, 2024
GQG – Adaptability in the Tech Sector
Nov 21, 2024
Nuveen – The Importance of Impact Reporting
Jul 24, 2024
Nuveen – Impact Investing & ESG
Jul 24, 2024
Nuveen – Green Bonds as an Asset Class
Jul 24, 2024
Nuveen – Direct & Measurable Impact Investing
Jul 24, 2024
Nuveen – Nuveen Global Green Bond Fund
Jul 24, 2024
Brandes – What Do You Look to Avoid?
Jul 24, 2024
Brandes – Holdings Spotlight: CAE
Jul 24, 2024
Brandes – Has The Ship Sailed on Global Small Caps.mp3
Jul 24, 2024
T. Rowe Price – Spotlight: Apple
Jul 24, 2024
T. Rowe Price – Blue Chip Investing Today
Jul 24, 2024
T. Rowe Price – Artificial Intelligence (AI) & Productivity
Jul 24, 2024
T. Rowe Price – Thoughts on the Magnificent 7
Jul 24, 2024
T. Rowe Price – Increasing Concentration Within the U.S. Stock Market
Jul 24, 2024
GQG – Opportunities in the Middle East
Jul 24, 2024
GQG – Holding Spotlight: Petrobras
Jul 24, 2024
GQG – Thoughts on China
Jul 24, 2024
GQG – Insights on India
Jul 24, 2024
GQG – Why is GQG Re-opening the Emerging Markets (EM) Fund Now?
Jul 24, 2024
GQG – Investing Journey Over the Last Year
Apr 08, 2024
GQG – Importance of Being Active & Adaptable in Emerging Markets
Apr 08, 2024
GQG – Structural Changes & What's in Favour Today in Emerging Markets?
Apr 08, 2024
GQG – India's Rise as an Investment Opportunity
Apr 08, 2024
Sionna Spotlight: Ahold Delhaize
Apr 08, 2024
Sionna Spotlight: Fairfax Financial
Apr 08, 2024
Sionna – Performance in Inflationary Environments
Apr 08, 2024
Sionna – Are Aggressive Rate Cuts Ahead?
Apr 08, 2024
Sionna – How Has Sionna Navigated the Tightening Cycle
Apr 08, 2024
Lazard Global Compounders & AI
Apr 03, 2024
Lazard – Company Spotlight: Dollarama
Apr 03, 2024
Lazard – The Impact of the Magnificent 7
Apr 03, 2024
Lazard – Views on the Current Environment
Apr 03, 2024
Lazard – The Opportunity in Quality Investing
Apr 03, 2024
T. Rowe Price – Global Allocation Fund Positioning
Apr 03, 2024
T. Rowe Price's Active Management Advantage
Apr 03, 2024
T. Rowe Price Global Research Platform
Apr 03, 2024
T. Rowe Price – Where to Use the Global Allocation Fund
Apr 03, 2024
T. Rowe Price – Key Tenets of the Global Allocation Fund's Portfolio Design
Apr 03, 2024
T. Rowe Price – Investment Process & Adding Value
Apr 03, 2024
Nuveen Ep. 06 – Opportunity Sets In Developed Markets vs. Emerging Markets
Nov 22, 2023
Nuveen Ep. 05 – Nuveen's Investment Thesis On MidAmerican Energy
Nov 22, 2023
Nuveen Ep. 04 – Nuveen's Reporting Transparency
Nov 22, 2023
Nuveen Ep. 03 – Nuveen's Impact Investing Framework
Nov 22, 2023
Nuveen Ep. 02 – How is Nuveen's impact investing approach different
Nov 22, 2023
Nuveen Ep. 01 – Are Returns Sacrificed in Favour of Impact Initiatives
Nov 22, 2023
T. Rowe - What Could Make the T. Rowe Price Global Allocation Fund a Good Fit?
Jul 10, 2023
T. Rowe - A Closer Look at the T. Rowe Price Global Allocation Fund
Jul 10, 2023
T. Rowe - Global Small Cap Holdings Spotlight: Rolls-Royce Holdings
Jul 10, 2023
T. Rowe - Underweighting the U.S. Equity Market
Jul 10, 2023
Brandes - U.S. Regional Banks Post-SVB Failure
Jul 10, 2023
Brandes - Buying Fallen Large Caps
Jul 10, 2023
Brandes - Global Small Cap Holdings Spotlight: C&C Group
Jul 10, 2023
Brandes - Where Is Brandes Looking to Invest Within the Global Small-Cap Space?
Jul 10, 2023
Rajiv Jain - What Keeps You Up at Night?
Jul 10, 2023
How Does GQG Respond to Those Who Questioned GQG's Portfolio Rotation?
Jul 10, 2023
How Has GQG Navigated Its Exposure to Commercial Banks?
Jul 10, 2023
GQG - Prospects for the Energy and Technology Sectors
Jul 10, 2023
GQG - China's Grand Reopening: Sending Our Regards
Mar 28, 2023
GQG - Three Things to Watch For in 2023
Mar 28, 2023
Sionna - Will The Trend of "Going Global" Change?
Mar 28, 2023
Sionna's Investment Process
Mar 28, 2023
Sionna - What Does the Firm Stand For & What Makes It Unique?
Mar 28, 2023
My Path to Sionna: Stephen Jenkins
Mar 28, 2023
Sionna - Investment Opportunities in Canada
Mar 28, 2023
Does GQG Partners Target a Specific Number for Active Share and Portfolio Turnover?
Mar 28, 2023
How GQG Partners Is Navigating Inflation
Mar 28, 2023
GQG Partners' Perspectives on the Technology Sector
Mar 28, 2023
Rajiv Jain's Thoughts on Performance During the Recent Market Downturn
Mar 28, 2023
Rajiv Jain's Thoughts on Using Technical Analysis
Mar 28, 2023
Brandes - Why Isn't Supply Growing More Quickly from North American Shale Oil?
Aug 08, 2022
GQG - Why Does a Quality Manager See Opportunity in Energy Stocks?
Aug 08, 2022
Reframing: Progress Toward Objectives
Aug 08, 2022
Manage the Behavioural Flaws
Aug 08, 2022
Evaluating "Success"
Aug 08, 2022
A Lifetime of Benign Inflation
Aug 08, 2022
Rajiv Jain's Thoughts on Using Technical Analysis
Aug 08, 2022
Rajiv Jain's Thoughts on Performance During the Recent Market Downturn
Aug 08, 2022
Sionna - Opportunities in the Oil and Gas Space in Canada
Aug 08, 2022
Mental Health Awareness
Aug 08, 2022
Mental Health and the Financial Advice Relationship - Languishing
Aug 08, 2022
How GQG Partners Is Navigating Inflation
Aug 08, 2022
GQG Partners Thoughts on the Market Environment
Aug 08, 2022
GQG Partners' Perspectives in the Technology Sector
Aug 08, 2022
Does GQG Partners Target a Specific Number for Active Share and Portfolio Turnover?
Aug 08, 2022
Sionna - Thoughts on Nutrien
Mar 31, 2022
Sionna - Portfolio Changes to the Sionna Canadian Equity Fund
Mar 31, 2022
Sionna - Do Canadian Banks Still Represent Good Value?
Mar 31, 2022
Brandes - What Does the Return Potential Look Like for Brandes Funds?
Mar 31, 2022
Brandes - How Do Brandes Funds Factor in Higher Interest Rates?
Mar 31, 2022
Brandes - What Opportunities Excite Brandes the Most in International Markets?
Mar 31, 2022
Mental Health & the Financial Advice Relationship: Seasonal Affective Disorder
Feb 22, 2022
MMIP Portfolios: 2022 Outlook & Positioning
Feb 08, 2022
Why It's Important to Have a Trusted Contact Person (TCP)
Dec 30, 2021
Who Should Be a Trusted Contact Person (TCP)?
Dec 30, 2021
What Is a Trusted Contact Person (TCP)?
Dec 30, 2021
What Are The Benefits of a Trusted Contact Person (TCP)?
Dec 30, 2021
The Importance of "Quality Communication"
Dec 30, 2021
Protecting Investors Through Behavioural Insights
Dec 30, 2021
Mitigating Unproductive Responses
Dec 30, 2021
How to Have the "Trusted Contact Person (TCP) Conversation"
Dec 30, 2021
How GQG Partners Funds Stay Tax Efficient
Dec 06, 2021
How GQG Partners Reconciles Portfolio Higher Turnover with 5-Year Company Outlooks
Dec 06, 2021
How Has GQG Partners Been Navigating Inflation and Rising Rates?
Dec 06, 2021
Rajiv Jain's Devil's Advocacy Approach to Investing
Dec 06, 2021
Rajiv Jain's Thoughts on China in 2021
Dec 06, 2021
Rajiv Jain's Thoughts on the Metaverse
Dec 06, 2021
Why Has GQG Partners Increased Its Energy Weighting in 2021?
Dec 06, 2021
Brandes - What's Been Driving the Stock Price of Embraer?
Dec 06, 2021
Brandes - What Is Brandes Looking for in Small-Cap Companies?
Dec 06, 2021
Brandes - Small-Cap Value Mergers and Acquisitions
Dec 06, 2021
Brandes - Is There More Room to Run in Small Caps?
Dec 06, 2021
Mental Health vs. Mental Illness
Nov 05, 2021
MMIP Quarterly Update: Q3 Performance
Nov 05, 2021
MMIP Quarterly Update: Is China a Value Trap?
Nov 05, 2021
The Difference Between Stress and Anxiety
Sep 03, 2021
GQG Partners: China & Emerging Markets
Jul 13, 2021
GQG Partners: Forward-Looking Quality
Jul 13, 2021
GQG Partners: Inflation & Economic Growth
Jul 13, 2021
GQG Partners: The Importance of Liquidity
Jul 13, 2021
Sionna Spotlight: Suncor Energy
Jul 13, 2021
Brandes - From a Valuation Perspective, What Excites Brandes Today?
Jul 09, 2021
Brandes - Is the Value Run Over?
Jul 09, 2021
Brandes - Is Value's Performance Correlated with Inflation?
Jul 09, 2021
Brandes - The Current State of Value Investing
Jul 09, 2021
Sionna Spotlight: Alimentation Couche-Tard
Apr 06, 2021
GQG - How is the investment team at GQG Partners structured to facilitate debate and discussion?
Jan 28, 2021
GQG - Does your forward looking quality approach allow GQG Partners to be flexible when it comes to investing in value and growth stocks?
Jan 28, 2021
GQG - What triggers GQG Partners' quick and decisive position changes?
Jan 28, 2021
GQG - Why has GQG Partners historically always preferred investing in mega cap stocks?
Jan 28, 2021
GQG - What is GQG Partners thoughts on the inflation vs. deflation debate and does it affect how they invest today?
Jan 28, 2021
GQG - What is GQG Partners core philosophy when it comes to managing money?
Jan 28, 2021
GQG - What are your thoughts on the current market environment and where do you see the best opportunities?
Jan 28, 2021