30 episodes

Around the Curve from Brandywine Global Investment Management is a resource for global macroeconomic research, as well as fixed income and equity thought leadership within the asset management industry.

Around the Curve Brandywine Global Investment Management, LLC

    • Business

Around the Curve from Brandywine Global Investment Management is a resource for global macroeconomic research, as well as fixed income and equity thought leadership within the asset management industry.

    A Bull or Bear Outlook for the Dollar?

    A Bull or Bear Outlook for the Dollar?

    Portfolio Manager Anujeet Sareen and SVP-Investment Specialist Katie Klingensmith discuss whether U.S. dollar strength may continue and how that outlook could impact other currencies.

    • 27 min
    Attractive Starting Point for Multi-Asset Fixed Income

    Attractive Starting Point for Multi-Asset Fixed Income

    Portfolio Manager Brian Kloss and SVP-Investment Specialist Katie Klingensmith discuss the support for global multi-sector fixed income, including diversification and total return potential.

    • 18 min
    Credit Roundtable: Finding Opportunities Requires Patience and Persistence

    Credit Roundtable: Finding Opportunities Requires Patience and Persistence

    Our experts see plenty to like in credit markets. But dexterity and patience are key to finding opportunities and avoiding risks.

    • 34 min
    What Does a Soft Landing Mean for Bonds?

    What Does a Soft Landing Mean for Bonds?

    Head of Global Macro Strategy Paul Mielczarski and Senior Vice President - Investment Specialist Katie Klingensmith discuss the macroeconomic outlook and fixed income positioning.

    • 22 min
    Inflation in Full Retreat

    Inflation in Full Retreat

    Director of Global Macro Research Francis Scotland and Senior Vice President – Investment Specialist Katie Klingensmith discuss the macroeconomic outlook and opportunities in fixed income.

    • 14 min
    Valuations and Carry Limit Asian Fixed Income

    Valuations and Carry Limit Asian Fixed Income

    Portfolio Manager & Senior Research Analyst Carol Lye and Senior Vice President – Investment Specialist Katie Klingensmith discuss the factors impacting Asian bonds and currencies.

    • 16 min

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