Brandywine Global Investment Management, LLC – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 04 Mar 2024 15:24:31 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Brandywine Global Investment Management, LLC – Investment Executive https://www.investmentexecutive.com 32 32 Fixed-income opportunities can be found at both ends of the curve https://www.investmentexecutive.com/soundbites/fixed-income/fixed-income-opportunities-can-be-found-at-both-ends-of-the-curve/ Tue, 05 Mar 2024 18:01:41 +0000 https://www.investmentexecutive.com/?p=481355 As interest rates settle and global economies respond, fixed-income investors need to take a tactical, nuanced stance, says Katie Klingensmith of Brandywine Global

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Transcript: Fixed-income opportunities can be found at both ends of the curve https://www.investmentexecutive.com/soundbites/transcripts/transcript-fixed-income-opportunities-can-be-found-at-both-ends-of-the-curve/ Tue, 05 Mar 2024 18:01:01 +0000 https://www.investmentexecutive.com/?p=481352 As interest rates settle and global economies respond, fixed-income investors need to take a tactical, nuanced stance, says Katie Klingensmith of Brandywine Global

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Time to lock in that bond duration https://www.investmentexecutive.com/soundbites/fixed-income/time-to-lock-in-that-bond-duration/ Tue, 24 Oct 2023 17:01:47 +0000 https://www.investmentexecutive.com/?p=473777 Katie Klingensmith of Brandywine Global Investment Management says given the current real rates, there are fixed-income opportunities that have not existed in a generation or two

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Transcript: Time to lock in that bond duration https://www.investmentexecutive.com/soundbites/transcripts/transcript-time-to-lock-in-that-bond-duration/ Tue, 24 Oct 2023 17:01:40 +0000 https://www.investmentexecutive.com/?p=473784 Katie Klingensmith of Brandywine Global Investment Management says given the current real rates, there are fixed-income opportunities that have not existed in a generation or two

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Bond market seeing ‘pockets of opportunity’ at 2023’s midpoint https://www.investmentexecutive.com/soundbites/fixed-income/bond-market-seeing-pockets-of-opportunity-at-2023s-midpoint/ Tue, 27 Jun 2023 17:01:18 +0000 https://www.investmentexecutive.com/?p=467896 Katie Klingensmith of Brandywine Global Asset Management offers her view of the bond market at the halfway point of 2023

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Why solving the debt-ceiling conundrum matters https://www.investmentexecutive.com/soundbites/economy/why-solving-the-debt-ceiling-conundrum-matters/ Tue, 23 May 2023 18:48:21 +0000 https://www.investmentexecutive.com/?p=465820 Paul Mielczarski of Brandywine Global Investment Management offers a primer on the complicated U.S. debt picture

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Economy could offer ‘a tale of two halves’ in 2023 https://www.investmentexecutive.com/soundbites/economy/economy-could-offer-a-tale-of-two-halves-in-2023/ Tue, 17 Jan 2023 18:01:21 +0000 https://www.investmentexecutive.com/?p=458527 Brian Giuliano of Brandywine Global Investment Management offers his views on interest rates, economic growth, and where we stand with regard to inflation.

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Commodities key to finding fixed-income deals in emerging markets https://www.investmentexecutive.com/soundbites/fixed-income/commodities-key-to-finding-fixed-income-deals-in-emerging-markets/ Tue, 06 Sep 2022 17:01:13 +0000 https://www.investmentexecutive.com/?p=450717 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

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Rising commodity prices could prove to be a ‘growth tax’ https://www.investmentexecutive.com/soundbites/economy/rising-commodity-prices-could-prove-to-be-a-growth-tax/ Tue, 15 Mar 2022 17:01:22 +0000 https://www.investmentexecutive.com/?p=440773 Portfolio manager Jack McIntyre says prolonged and general fiscal stimulus was needed to fight Covid, but inadvertently created stubborn inflation

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2022 caution signs include inflation, China and stubborn Covid https://www.investmentexecutive.com/soundbites/economy/2022-caution-signs-include-inflation-china-and-stubborn-covid/ Tue, 11 Jan 2022 18:00:09 +0000 https://www.investmentexecutive.com/?p=437170 Michael Arno of Brandywine Global Investment Management and Jennifer O’Hara Martin of T. Rowe Price discuss market risks for the new year

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