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Charles Brandes: Active Investment Strategies, Emerging Markets, Will Make a Comeback

Charles Brandes

One of the most closely followed value investors, Charles Brandes, who has modeled his approach after the legendary Benjamin Graham, told Advisor.Ca that active, rather than passive, investing strategies will make a comeback. The founder of Brandes Investment Partners in San Diego said that while the trend has favored passive investments, with the number of emerging market assets in passive vehicles increasing 40% from 2002 to 2013, Brandes sees that trend reversing. He quotes Andrew Haldane of the Bank of England, “The move into passive and tracking strategies increases the potential for investor herding and correlated market movements. Both potentially have implications for market movements. Both potentially have implication for market movement dynamics and systemic risk.” Investor awareness of these problems will cause renewed interest in active funds.

In addition, since U.S. and Canadian stocks have been rising, it is hard for investors to find bargains. Therefore, it is likely that they will look to other countries, particularly in emerging markets, for value investments. He notes that emerging market stocks are undervalued both in relative and absolute terms.

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Finally, he predicts equities will outperform bonds by the largest margin in 30 years.



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