Emerging Markets: China & Beyond

Join Director of Private Client Services Matt Johnson and Director of Investments Louis Lau, CFA, as they discuss how Brandes is navigating today's emerging markets landscape by looking beyond AI-driven market concentration and focusing on the search for fundamentally sound businesses where volatility, uncertainty, and dislocation may create compelling long-term value opportunities.

Director of Private Client Services Matt Johnson speaks with CEO Oliver Murray and Managing Director of Investments Ken Little, CFA, about Brandes' 2025 achievements, value investing's resurgence, and key market trends shaping the firm's outlook for 2026.

Executive Director of The Brandes Center at the Rady School of Management, UCSD, Bob Schmidt and Director, Private Client Sales, Matt Johnson discuss stock market volatility, uncertainty and how financial professionals can help manage client emotions during periods of stress.

Director of Private Client Services Matt Johnson and Director of Investments Louis Lau, CFA, explore the investment opportunities in emerging markets, with a focus on China. They also discuss macroeconomic and geopolitical trends shaping the investment landscape and identify key countries and industries in the Brandes emerging markets portfolios. 

Join Director of Mutual Fund Sales and Portfolio Management Marsha Otto, CFA, and Director of Investments Chris Duncan, CFA, as they discuss why predicting oil prices may not always yield profitable investments, and key characteristics of resilient companies in the volatile energy sector. The episode also highlights potential investment opportunities amid the global energy transition and examines the strategic positioning of the Brandes ETFs. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (866) 307-0477 or visit http://www.brandes.com/etfs. Read the prospectus or summary prospectus carefully before investing Distributed by Foreside Fund Services, LLC

Director, Product Specialist Scott Thompson, CFA, and Director of Investments Luiz Sauerbronn explore the geographic positioning of the Brandes International Equity Fund and the Brandes International ETF, as well as recent additions to the portfolios. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (866) 307-0477 or visit http://www.brandes.com/etfs. Read the prospectus or summary prospectus carefully before investing Distributed by Foreside Fund Services, LLC

Director of Institutional Portfolio Management Rhonda Berger and Director of Investments Jonathan Menor, CFA, examine the evolving challenges and opportunities within the consumer sectors, including the ongoing and potential long-term impacts of inflationary pressures, strategic shifts in global supply chains, and GLP-1 drugs. 

Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mark Costa, CFA, discuss the performance trends of small caps compared to large caps over time, as well as Brandes' approach to seeking value in both U.S. and international small caps.

Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mauricio Abadia, CFA, discuss the evolving landscape of emerging markets, with a focus on Asia and technology.

Director of Institutional Portfolio Management Rhonda Berger and Director in Investments Brent Fredberg discuss the current environment for inflation, interest rates, technology and the impact on finding opportunities for value investors.