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Brandes Briefing

Each episode of the Brandes Briefing shares topical insights from a value-investing perspective.

Podcast · By Brandes Investment Partners · English · GB · Official site

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Aug 14, 2026
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Aug 14, 2026
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  1. Episode · Aug 14, 2026

    Emerging Markets at a Pivotal Moment: A Value Investor's Perspective (opens the original)

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    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.

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