April 6, 2023 -
Jack McIntyre spoke with Reuters about the impact of the Federal Reserve’s aggressive tightening on credit conditions and the outlook for rates.
November 29, 2022 -
Patrick Kaser joins Financial Times to discuss the recent market rally in industrials and how the market could react to the approach that the Federal Reserve has taken to combat inflation.
August 7, 2022 -
Celia Rodgers Hoopes recently spoke with Reuters about what has been driving the recent stock market rally and how sustainable it may be.
February 18, 2022 -
Portfolio Manager Patrick Kaser recently spoke with Reuters about elevated stock market valuations and increased market volatility.
October 14, 2021 -
Large U.S. banks beat analyst estimates after releasing billions earmarked for pandemic loan losses that did not materialize. Patrick Kaser explains to Reuters what’s driving the strong earnings.
August 28, 2020 -
Jack McIntyre explains to CNBC Asia why he thinks markets may have gotten ahead of themselves regarding the Federal Reserve’s new focus on average inflation targeting.
May 11, 2020 -
Patrick Kaser offers an in-depth analysis on why investors should consider value stocks given the current market turbulence amid COVID-19. Read the full blog from Russell Investments.
April 17, 2020 -
Patrick Kaser discusses with Reuters the impact COVID-19 has had on U.S. banks and why implementing job cuts could have negative long-term effects once an economic recovery takes hold.
April 1, 2020 -
Amid continued equity market volatility, Patrick Kaser explains to CNBC the importance of focusing on the long term and whether past events can offer any guidance.
December 16, 2019 -
Investors are optimistic that a U.S.-China trade deal could drive demand for oil after a disappointing 2019. Patrick Kaser explains why he believes energy stocks are nearing a point of stability in this Barron’s article.
December 4, 2019 -
With investors still hoping for an initial U.S.-China trade deal, Patrick Kaser offers his take on the impact trade rhetoric has had on markets in this Wall Street Journal article.
October 15, 2019 -
With markets moving to new highs, Patrick Kaser discusses why certain market headwinds should be priced in despite positive earnings in this CNBC “Power Lunch” segment.
September 8, 2019 -
Amid falling interest rates, Patrick Kaser explains to the Financial Times why investors may see a drop in banking profit forecasts.
June 21, 2019 -
According to Patrick Kaser, the stock market seems to be shrugging off global growth worries while the bond market may be signaling something different. Watch his interview with CNBC.
October 17, 2018 -
Patrick Kaser appears on CNBC to share his outlook for the U.S. economy, Federal Reserve, and 10-year Treasury. Watch the full CNBC clip.
Brandywine Global today announced that Celia Rodgers and Christy Brenza have joined the Fundamental Equity team. Both Brenza and Rodgers will serve as senior equity analysts, responsible for research across geographies, industries, and market capitalizations in support of the Firm ...