30 episodi
Around the Curve Brandywine Global Investment Management, LLC
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- Economia
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.
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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.
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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.
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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.
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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.
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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.
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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.