TCW Investment Perspectives The TCW Group Inc.
-
- Business
-
TCW is a leading global asset management firm with over 50 years of investment experience and a broad range of products across fixed income, equities, emerging markets, and alternative investments. In each episode of TCW Investment Perspectives, professionals from the firm share their insights on global trends and events impacting markets and the investment landscape.
-
Uncertainties Loom Over IMF's Spring Meeting
The IMF’s annual spring conference was punctuated by geopolitical and economic threats globally, and in this episode of TCW’’s “Investment Perspectives” Senior Sovereign Analyst Brett Rowley and Head of Sovereign Research Blaise Antin reveal the key takeaways to Anisha Goodly about what’s facing investors as we head to the midway point of 2024.
-
Commercial Real Estate – Emerging Opportunities During the Long, Hard Slog
On this week’s edition of “Focus On Fixed Income” TCW’s Jerry Cudzil discusses investment opportunities within the commercial real estate market with guests Liza Crawford and Peter Van Gelderen who explain where the value is after the pandemic disrupted office space and retail centers.
-
Is It Too Late to Start Investing in AI?
The market had a historically strong year in 2023, fueled to a large degree by tech stocks and Artificial Intelligence stocks in particular. AI is continuing to attract a lot of attention as an investment theme– leaving some wondering if 2024 is too late to start investing in the theme. In the latest episode of the TCW Investment Perspectives Podcast, Michael Reilly, Chief Investment Officer of TCW’s Equities Group & Director of Equity Research, discusses with Bo Fifer and Evan Feagans, Co-Portfolio Managers for the TCW Global Artificial Intelligence Equity Fund the rise in AI stocks and identifying opportunities as the sector continues to grow and mature.
-
Swiss Cheese Covenants Are Beginning to Spoil
Bond covenants are critically important protection for investors. Generalist Portfolio Manager Jerry Cudzil and Co-Head of Global Credit Steve Purdy discuss the weakening of those covenants over the past several years and how that trend is having a real impact on investors and outcomes.
-
Invirtiendo en un futuro mejor: Finanzas sostenibles en Latinoamérica y el Caribe
RECORDED IN SPANISH. TRANSCRIPT AVAILABLE IN ENGLISH.Bonos verdes, sociales, sostenibles y otros instrumentos de deuda orientados a la sostenibilidad juegan un papel importante para los mercados de renta fija en América Latina y el Caribe. Cindy Paladines, nuestra analista senior de inversiones sostenibles, conversa con Mauro Roca, nuestro analista senior de la región, y Andrés Sanches, el líder de América Latina y el Caribe con el Climate Bonds Initiative, una organización que promueve los mercados sostenibles al nivel global, en este episodio de TCW Investment Perspectives.
-
Seizing Synchronicity: Fixed-Income Position for Global Rate Cuts
As central banks worldwide prepare to lower interest rates in tandem with the Fed's dovish shift, TCW's experts from London to New York to Los Angeles share insights on strategic fixed-income moves and contingency plans should the U.S. pull an about-face.