TCW Investment Perspectives The TCW Group Inc.
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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.
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Uncovering Upside in a Defensive Stance
With concerns about an economic slowdown, TCW has taken a defensive positioning across strategies. On this week's Focus on Fixed Income podcast, Host David Vick discusses compelling long-term opportunities with Co-Head of Global Securitized Peter Van Gelderen and Co-Head of Global Credit Brian Gelfand.
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Emerging Markets: Strategic Importance in a Multipolar World
The Emerging Markets opportunity has transformed from one of convergence with the developed world to one of strategic importance and diversification. The de-risking of supply chains and the resulting regionalization of trade, the strategic demand for base metals to fuel the climate transition and the growth of AI, the structural growth of the EM middle class, and the demographic challenges facing the developed world are all making Developed Markets more dependent on alliances with EM countries. In our latest TCW Investment Perspectives, David Robbins, Co-Head – Emerging Markets, speaks with Anisha Goodly about how to take advantage of the increasing role of Emerging Markets in a multi-polar world.
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ESG’s Evolution – Redefining Environmental Social Governance
TCW's Head of Retail Distribution Keith VanOrden speaks with TCW’s Global Head of Sustainable Investment Jamie Franco about the “challenging conversation” around Environmental Social Governance investing as the industry rebrands following political criticism, and how ESG evolved to focus on identifying companies where strategies in areas like energy efficiency and carbon accounting are enhancing profitability.
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Explosion in Esoteric ABS issuance
Issuance of asset-backed securities has boomed over the past year. Is this an expansion of the opportunity set, or an example of late-cycle behavior? TCW Co-Head of Global Securitized Peter Van Gelderen and Senior Securitized Analyst Dom Bea discuss the drivers of growth in issuance and which areas of the market they view as compelling.
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Euro Credit Market: A Beacon of Economic Divergence?
As European policymakers prepare to diverge from the Federal Reserve by cutting interest rates, Corporate Credit Trader Mike Carrion and Senior Credit Analyst Ross Higgins discuss how this widening gap between U.S. and European monetary policy is impacting credit markets on both sides of the Atlantic with effects on real estate valuations, corporate leverage, and energy transition.
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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.