Paul Mielczarski of Brandywine Global Investment Management offers a primer on the complicated U.S. debt picture
Brian Giuliano of Brandywine Global Investment Management offers his views on interest rates, economic growth, and where we stand with regard to inflation.
Alberto Boquin of Brandywine Global Investment Management says there's been a lot of talk about a coming commodity super cycle; the only thing missing is investment
Portfolio manager Jack McIntyre says prolonged and general fiscal stimulus was needed to fight Covid, but inadvertently created stubborn inflation
Michael Arno of Brandywine Global Investment Management and Jennifer O’Hara Martin of T. Rowe Price discuss market risks for the new year
Portfolio manager Anujeet Sareen says taking a longer-term view on global currencies allows investors to take advantage of opportunities
Portfolio manager Anujeet Sareen says developing markets offer excess yield
Portfolio manager Brian Kloss says he’s constructive on corporate credit
Shorter duration bonds and shorting treasury futures will take some rate sensitivity out of holdings, says Brian Kloss of Brandywine Global
"Be careful what you wish for," says portfolio manager Tracy Chen