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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.
44 Episodes
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Head of Global Macro Strategy Paul Mielczarski and SVP – Investment Specialist Katie Klingensmith take a look at the inflation picture and policy outlook.
Portfolio Manager Bill Zox and SVP-Investment Specialist Katie Klingensmith discuss the factors supporting opportunities in U.S. and global high yield, despite tight current spreads.
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.
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.
Our experts see plenty to like in credit markets. But dexterity and patience are key to finding opportunities and avoiding risks.
Head of Global Macro Strategy Paul Mielczarski and Senior Vice President - Investment Specialist Katie Klingensmith discuss the macroeconomic outlook and fixed income positioning.
Director of Global Macro Research Francis Scotland and Senior Vice President – Investment Specialist Katie Klingensmith discuss the macroeconomic outlook and opportunities in 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.
Inside the U.S., a narrow group of stocks has led performance this year. Elsewhere, there is a world of opportunity with high quality stocks trading at compelling valuations.
Our experts review how the macroeconomic outlook could impact credit spreads and defaults, and why watching equities and private credit may give clues to what comes next for corporate bonds.
Portfolio Manager Anujeet Sareen and Senior Vice President – Investment Specialist Katie Klingensmith discuss recent moves in US Treasuries and the catalysts that could drive yields lower.
After an exciting rally for emerging markets, especially local currency bonds, our latest podcast reviews the drivers behind performance and whether the momentum could continue.
In this panel discussion, our experts assess the opportunities and risks in global corporate credit markets and what investors may see in the second half of the year:
From the Federal Reserve to banking stress, our experts discuss the top-down macroeconomic forces and bottom-up fundamentals impacting U.S. and global corporate bond markets.
Paul Mielczarski and Katie Klingensmith review the components driving inflation and discuss how these factors are shaping the team’s macroeconomic outlook and views on duration.
Despite lingering cyclical tailwinds, Portfolio Manager Anujeet Sareen believes the factors that drove the dollar higher are reversing, setting the stage for a multi-year decline in the greenback.
Taking a multi-sector view across global credit markets, Brian Kloss and Katie Klingensmith discuss where they see opportunities and how they are balancing risks and liquidity.
Jack McIntyre and Katie Klingensmith assess the inflation situation in the U.S. and globally and the potential for inflation expectations to open the door for a wage-price spiral.
The U.S. dollar bull market has been underway for some time, defying expectations. Anujeet Sareen and Katie Klingensmith discuss the drivers behind the dollar’s extraordinary strength.
Emerging markets face several headwinds to growth. Alberto Boquin and Katie Klingensmith discuss these challenges, including whether early, significant monetary tightening can curb inflation.
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