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1.
00:05
What Occurred During the Quarter?
2.
01:29
How Are We Positioned Going Into 3Q 2024?
3.
03:11
What Market Trends Are You Seeing That Support Your View?��
Michael Arno, CFA »
Mike is a portfolio manager and senior research analyst on the Global Fixed Income team. He is responsible for providing research analysis and portfolio management on the firm’s emerging market fixed income related strategies. Prior to this he had been a research analyst on the team since 2011 with a focus on global credit and emerging markets. Read More »
Learn more about the strategies presented in this webcast:
00:06
How Were We Positioned Going Into the Quarter?
01:48
What Occurred during the Quarter?
04:00
Jack P. McIntyre, CFA »
Jack is a portfolio manager for the Firm's Global Fixed Income and related strategies. He joined the Firm in 1998. Previously, he held positions as market strategist with McCarthy, Crisanti & Maffei, Inc. (1995-1998); senior fixed income analyst with Technical Data, a division of Thomson Financial Services (1992-1995); quantitative associate with Brown Brothers Harriman & Co. Read More »
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What Is the Outlook for Bond and Currency Markets for the Rest of the Year?
01:31
Can You Elaborate Further on Investment Consequences of the U.S. Election?
03:07
How Do You Balance Economic Fundamentals with Political Risks?
Paul Mielczarski »
As Head of Global Macro Strategy, Paul is responsible for providing proprietary global macroeconomic research to support our Global Fixed Income team’s investment process. Prior to joining the Firm in 2023, he served as Director of Portfolio Strategy for two years at Ontario Teachers’ Pension Plan after working for five years as a portfolio manager (2015-2022). Read More »
02:09
03:57
How Are We Positioned Going Into 2Q 2024?
01:39
03:26
Brian L. Kloss, JD, CPA »
Brian Kloss is a Portfolio Manager on the Global Fixed Income team. He joined Brandywine Global in December 2009, bringing with him over 10 years of high yield and distressed debt experience. Previously, Brian was co-portfolio manager at Dreman Value Management, LLC (2007-2009); high yield analyst/trader at Gartmore Global Investments (2002-2007); high yield and equity portfolio manager and general analyst at Penn Capital Management, Ltd. Read More »
02:18
06:06
How Are We Positioned Going Into 1Q 2024?
Anujeet Sareen, CFA »
Anujeet Sareen is a portfolio manager for the Firm’s Global Fixed Income and related strategies. Prior to joining the Firm in 2016, Anujeet was a managing director of global fixed income and a global macro strategist, as well as chair of the Currency Strategy Group at Wellington Management in Boston. Read More »
02:06
04:10
Renato Latini, CFA »
Renato is a portfolio manager and senior research analyst on the Global Fixed Income team. He is responsible for providing global macro analysis, credit research and portfolio management decisions. Renato joined Brandywine Global in 2006 as a trader for the Firm's Global Fixed Income and related strategies. Read More »
02:15
03:19
How Are We Positioned Going Into 4Q 2023?
02:42
David F. Hoffman, CFA »
David is Head of Global Fixed Income and a portfolio manager for the Firm's Global Fixed Income and related strategies. He joined the Firm in 1995. Previously, David was president of Hoffman Capital, a global financial futures investment firm (1991-1995); head of fixed income investments at Columbus Circle Investors (1983-1990); senior vice president and portfolio manager at INA Capital Management (1979-1982), and fixed income portfolio manager at Provident National Bank (1975-1979). Read More »
