In this segment on Bloomberg Radio, Global Fixed Income Portfolio Manager Jack McIntyre covers a range of topics, from why we are watching all things China to why we have Brexit fatigue.
As we grow closer to the second half of 2018, Portfolio Manager Jack McIntyre explains why we remain constructive on local-currency emerging market debt. In this short video, he outlines the asset class’s four pillars of support as well as three risk factors.
Portfolio Manager Jack McIntyre joins Bloomberg Radio to cover a number of topics, from President Donald Trump’s trade policy and negotiation tactics to the U.S. dollar, and shares his outlook on China.
In this video, Global Fixed Income Portfolio Manager Jack McIntyre points to several economic indicators to explain why global growth should extend into 2018.
Jack McIntyre takes a look at household net worth and core personal consumption expenditures (PCE) prices to determine whether the Federal Reserve is concerned with asset price inflation.
Global Fixed Income portfolio manager shares his thoughts on the U.S. dollar and Treasuries, and the team's outlook heading into the second half of the year.
Portfolio Manager Jack McIntyre joins three other senior Legg Mason investment leaders to discuss their 2017 outlooks. This video features several clips of Jack’s contributions to the panel.
While the Federal Reserve’s 25 basis point rate hike was priced into markets, Portfolio Manager Jack McIntyre explains what surprised him about the meeting and how markets reacted following the announcement.
Global Fixed Income Portfolio Manager Jack McIntyre reviews the recently issued minutes from the September Federal Reserve meeting and talks about the future of tighter monetary policy.
Portfolio Manager Jack McIntyre shares his thoughts on the Bank of Japan and Federal Reserve heading into their September 21 meetings. Keep listening for his thoughts on emerging markets, a December rate hike, and fiscal policy.
Portfolio Manager Jack McIntyre shares his thoughts on Chair Yellen’s Jackson Hole symposium speech, and how her rhetoric may affect global bond markets.
Global Fixed Income Portfolio Manager Jack McIntyre discusses several macro events in his mid-quarter review and explains how these events may impact global growth and policymaking during the remainder of the year.
Jack McIntyre explains how the result of the U.K. referendum is symptomatic of the broader issue of secular disinflation and low growth, a problem that has become a source of frustration for voters everywhere.
Jack McIntyre discusses the factors driving current low yields, where he sees opportunities, and his outlook for global bond markets, particularly emerging markets.
Jack McIntyre discusses volatility in emerging markets assets, Global Fixed Income strategy positioning, as well as the anomaly in U.S. Treasury yields.
