Episode Synopsis "Brandes Letter – June: Investing is a People Business"

Managing Director Oliver Murray discusses our Brandes Letter – June: Investing is a People Business, which emphasizes human expertise in investment.

Listen "Brandes Letter – June: Investing is a People Business"

More episodes of the podcast Brandes Briefing

• The Investment Case for Small Cap Stocks
• Emerging Markets: Asia and Technology
• Inflation, Interest Rates, Technology, and Value
• Value Opportunities in the Technology Space
• Brandes Letter – June: Investing is a People Business
• The Durability of the Pro-Value Cycle
• Recent U.S. Bank Failures: Brandes’ View
• International Equity: Finding Value in Today’s Environment
• Inflation Trends and The Value Cycle
• Recent Market Sell-Off and Potential Value Opportunities
• Energy Sector Part 2 – Transition to Renewables
• Energy Sector Part 1 – Where Brandes Sees Opportunities
• Financial Professionals and Mental Health – A Discussion with Frank Murtha, Ph.D.
• Brandes US Small Cap – Opportunities in Today’s Market
• How Stagflation Could Affect The Pro Value Cycle
• How Brandes is Responding to the Current Environment
• The Impact of Russia’s Invasion of Ukraine on Emerging Markets
• Boomers Series: Inflation
• Boomers Series: The Retirement Rule
• Boomers Series: Retiree Mindset
• Boomers Series: Wheel of Emotion
• Boomers Series: Ideas for Long-Term Investing
• "Value" is in the Eye of the Beholder
• Crosshairs of Disruption in the Autos Industry
• ESG: What It Means At Brandes
• Current Environment for Value Investing: Is It Too Late?
• Emerging Markets – COVID Impact Revisited
• Why International Now?
• LOWERING THE BAR: Seeking Fixed Income Performance While Limiting Risk
• Today’s Fixed Income Market: Disorder and Disconnections?
• Will the Proposed Foreign Companies Act Impact Potential Opportunities in Emerging
• The Importance of Balance Sheet Strength in Emerging Markets
• How Are Latin America and China Faring?
• Potential Positive Post-Pandemic Developments in Emerging Markets
• Does Value Investing Still Work in Emerging Markets?
• Psychology of the Sell-Off
• Oil: Investing in this environment
• Oil: How did we get here?
• Balance sheet safety at what price?
• Oil and OPEC
• Window of opportunity in emerging markets?
• Banks may help the economy recover but is now the time to buy?
• Oil: Where do we go from here?