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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. Looking for CE credits? Visit CE Central.

GQG Partners Sudarshan Murthy, CFA, Portfolio Manager &
Ben Larsen, CFA, Client Portfolio Manager

India’s Rise as an Investment Opportunity

Ben Larsen and Sudarshan Murthy explain how the market cap of India is larger than Germany and the U.K. and discuss their belief that passing regulations to change bankruptcy laws and real estate practices within India have had a positive impact on how the market views India as a whole. (Published December 2023).

4:10
GQG Partners Sudarshan Murthy, CFA, Portfolio Manager &
Ben Larsen, CFA, Client Portfolio Manager

Structural Changes & What’s in Favour Today in Emerging Markets?

Sudarshan Murthy shares his thoughts on what has changed in emerging market economies over the last 10-20 years, including the notion that there seems to be a new category of “investor favourites” every 5 years. Sudarshan also shares his view on some of the emerging markets countries that are becoming more attractive today. (Published December 2023)

2:26
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

What Influences Investor Long-Term Thinking?

Brandes Institute manager, Bob Schmidt, discusses what clients often focus on that might be detrimental to their long-term focus. He also suggests that the way that some materials are presented to investors might be emphasizing short-term performance. (Published April 2022)

2:48
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Reframing: Progress Toward Objectives

Bob Schmidt, Manager of the Brandes Institute, discusses the framing bias and the notion that how you present data and information can have a serious impact on your clients’ perceptions. (Published April 2022)

4:57
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Evaluating “Success”

Brandes Institute manager, Bob Schmidt, discusses the importance of having a sound investment process and why it’s necessary to focus on the factors that you can control, rather than those that you have no control over. (Published April 2022)

3:12
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Manage the Behavioural Flaws

Bob Schmidt, Manager of the Brandes Institute, discusses the importance of the relationship between price and value and why it’s a good idea to remind clients of these dynamics to help reorient them toward a longer-term perspective. Bob also mentions the potential dangers of short-term, emotional reactions and how to avoid them. (Published April 2022)

2:55
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

A Lifetime of Benign Inflation

Brandes Institute manager, Bob Schmidt, points out that people under 60 have spent their adult lives in a period of declining inflation. He looks at the Canadian inflation rate over the last year and provides insights on the “stocks vs. bonds” debate during inflationary periods. (Published April 2022)

3:04
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

The Inflation-Resistant Portfolio

Bob Schmidt, Manager of the Brandes Institute, discusses why it’s an important time to construct thoughtful portfolios that can lessen the impacts of inflation. He also highlights the importance of having an advisor during these periods, suggesting that, if left on their own, many investors would find it difficult to look beyond short-term price fluctuations and remain focused on the long term. (Published April 2022)

2:45
Training The Investor Brain Frank Murtha, Ph.D., MarketPsych Co-Founder

Psychology of the Sell-Off

What should investors consider if they’re thinking of selling off their investments during a market drawdown? Dr. Murtha provides potential scenarios and tips to aid investors during these challenging times. (Published: June 2020)

4:32
Training The Investor Brain Frank Murtha, Ph.D., MarketPsych Co-Founder

CURE: Caring. Understanding. Respect. Empathy.

Dr. Frank Murtha explains how using CURE with clients can help ease emotional strain due to financial pressures or stress regarding the health and well-being of loved ones during these unprecedented times. (Published: May 2020)

5:48
Training The Investor Brain Frank Murtha, Ph.D., MarketPsych Co-Founder

A Good Way To Think About Extrapolation

Extrapolation is when investors make long-term projections from short-term trends. Amid the coronavirus outbreak, the tendency for extrapolation may be exceptionally high. Frank Murtha explains why this wealth-destroying bias is so insidious. (Published: March 2020)

1:11
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

What Does “Anchoring” Sound Like?

Investors may tend to focus on “all-time high” anchor numbers for their account balances or net worth, but these values may be inappropriate benchmarks to drive decision-making during volatile markets. Bob Schmidt explains why. (Published: March 2020)

1:04
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

The "10-30-60 Rule" And What It Means For Investors

The “10-30-60” rule can help guide investment decision-making in retirement. Bob Schmidt explains how this rule can help investors manage the balance between seeking safety and achieving their long-term investment goals. (Published: March 2020)

1:10
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Prospect Theory And Decision-Making

Losses can weigh on investor emotions. During market volatility, investors may want to sell stocks and bonds to avoid the pain of loss. Bob Schmidt explores Prospect Theory and how it may impact investor decision-making. (Published: March 2020)

0:50
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

Advice To Share With Investors Regarding Financial News

When watching or reading financial news, it’s important to understand how it may impact emotions and decision-making. Bob Schmidt provides advice on how investors should approach the news. (Published: March 2020)

1:04
Training The Investor Brain Bob Schmidt, Manager, Brandes Institute

What Is Availability Bias?

Also known as Recency Bias, Bob Schmidt explains why people may overestimate the severity or frequency of an event based on recent exposure or emotional impact. (Published: March 2020)

1:04
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

What Is Work/Life Evolving Into?

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, discusses his thoughts on what work/life is evolving into and how workplaces are changing as a result of the pandemic. (Published: September 2022).

3:50
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

COVID Keepers For Flexible Work

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, gives his tips for employers and employees regarding flexible work environments. (Published: September 2022).

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Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

COVID Keepers For Safety

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, identifies a few “COVID keepers” for health and safety – new habits that can keep us physically and mentally healthy as we move forward through the pandemic. (Published: September 2022).

2:19
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Connecting With Clients Using Social Proof

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, talks about social proof statements and how you, as an advisor, can use social proof to connect with your clients when having difficult conversations. (Published: September 2022).

3:10
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Creating Awareness: Advisor Stress & Anxiety

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, outlines the differences between stress and anxiety and shares examples of the stresses and anxieties that advisors have been faced with during the pandemic. (Published: September 2022).

3:49
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

COVID Challenges That Impact Mental Health

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, discusses COVID-19 challenges and the impact these challenges can have on our mental health. (Published: September 2022).

2:29
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Mental Health Awareness

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, discusses the importance of checking in on your own mental health and of those around you. (Published: May 2022).

1:56
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Languishing

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, describes “languishing” and why more people may be experiencing it. He also offers helpful advice on how to move from languishing toward flourishing. (Published: May 2022).

2:50
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Seasonal Affective Disorder

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, explains Seasonal Affective Disorder and provides a few tips to help mitigate the impact it may have on your day-to-day life. (Published: February 2022).

2:44
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Tips to Make the Holidays Less Stressful

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, provides three tips (plus a bonus) on how to best manage holiday stress. (Published: December 2021).

3:43
Mental Health & The Financial Advice Relationship Arthur Fish, Partner, Borden Ladner Gervais LLP

Who Should Be a Trusted Contact Person (TCP)?

Arthur Fish, experienced lawyer and member of the Bridgehouse Advisory Panel, discusses the pros and cons that may arise if a client’s POA is also their TCP as sometimes it’s unavoidable. (Published: December 2021)

2:41
Mental Health & The Financial Advice Relationship Arthur Fish, Partner, Borden Ladner Gervais LLP

What Are The Benefits of a Trusted Contact Person (TCP)?

Arthur Fish, experienced lawyer and member of the Bridgehouse Advisory Panel, provides valuable insight into the benefits of naming a TCP for you, your firm and your clients. (Published: December 2021)

5:00
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

How to Have the “Trusted Contact Person (TCP) Conversation”

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, explains how best to have the conversation about designating a TCP in a remote world where cues from clients are not always as evident. (Published: December 2021)

4:31
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

The Importance of “Quality Communication”

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, examines several prominent behavioural biases and also explains how quality communication can eliminate the hurdles these biases can present. (Published: December 2021)

5:00
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Mitigating Unproductive Responses

Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, shares strategies on how emotional intelligence can mitigate unproductive responses when having difficult conversations with clients. (Published: December 2021)

4:10
Mental Health & The Financial Advice Relationship Tyler Fleming, Director, Investor Office Ontario Securities Commission

Protecting Investors Through Behavioural Insights

Tyler Fleming, Director of the Investor Office at the OSC, discusses the role of a Trusted Contact Person (TCP) and why clients should appoint one. He also touches on the impact that language can have when designing a TCP consent form. (Published: December 2021)

5:15
Mental Health & The Financial Advice Relationship Tyler Fleming, Director, Investor Office Ontario Securities Commission

Why It’s Important to Have a Trusted Contact Person (TCP)

Tyler Fleming, Director of the Investor Office at the OSC, explains the regulatory frameworks around the TCP. He also discusses why it is important for investors to have a TCP. (Published: December 2021)

2:15
Mental Health & The Financial Advice Relationship Carol Lynde, Bridgehouse President and CEO

What Is a Trusted Contact Person (TCP)?

Carol Lynde, Bridgehouse President and CEO, explains the role of a TCP and outlines its benefits to advisors and their clients. (Published: December 2021)

2:34
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Mental Health vs. Mental Illness

Adam Wiseman explains the difference between mental health and mental illness: terms that are often used interchangeably but have distinct meanings. (Published: October 2021)

3:25
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

The Difference Between Stress and Anxiety

Adam Wiseman discusses the difference between stress and anxiety and how to identify what you may be feeling. As things return to normal after the pandemic you may notice an increase in both – being able to identify the difference helps when it comes to working toward a healthier mental state. (Published: September 2021)

3:58
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Is Social Media Impacting Your Mental Health?

Adam Wiseman discusses some pros and cons of using social media and provides a method to determine its impact on your current mental health. (Published: August 2020)

1:33
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Box Breathing

Adam Wiseman explains how a simple breathing technique can help you manage stress. The Box Breathing technique is used in many lines of work, including the military and police, to keep calm before or after a stressful event. (Published: May 2020)

2:35
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

News-Induced Anxiety

Adam Wiseman provides tips on managing anxiety during these challenging times. Adam explains how a 24-hour news cycle can trigger anxieties and increase uncertainty with its viewers and notes that it’s important to be cognizant of how often you tune in. (Published: May 2020)

1:32
Mental Health & The Financial Advice Relationship Adam Wiseman, Mental Health Subject-Matter Expert

Social Distancing vs. Physical Distancing

Adam Wiseman discusses the decision by the World Health Organization (WHO) to change its terminology from social distancing to physical distancing and the importance of social interaction. (Published: May 2020)

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