Episode Synopsis "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.

Listen "Emerging Markets – COVID Impact Revisited"

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?