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Francis A. Scotland »
Francis joined Brandywine Global in 2006 and drives the global macroeconomic research which supports the fixed-income group's investment process, provides investment ideas and strategic asset allocation recommendations. From 1984 until 2005, Francis was a principal of the BCA Research Group, head of global investment strategy and led the firm’s new product development. Read More »
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1.
00:05
How Were We Positioned Going Into the Quarter?
2.
02:50
What Occurred during the Quarter?
3.
06:00
How Are We Positioned Going Into 2Q 2023?
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 »
Learn more about the strategies presented in this webcast:
01:40
Waiting for the Fed to Capitulate...Again���
04:31
Credibility of the CCP
06:35
The World���s Two Largest Economies Appear to Be On Opposite Cycles
Review of 2022
05:09
What Does This Mean for Positioning?
06:10
Outlook for 2023
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 »
