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1.
00:05
Confidence Recession
2.
01:19
Are We Near a Bottom?
3.
02:12
Small Cap Performance Coming Out of a Bear Market
Gregory P. Manley, CFA »
Greg is a portfolio co-manager for our micro- small- and smid-cap portfolios. During his career at Brandywine Global, Greg has served as a fundamental and quantitative analyst as well as the lead trader for the Diversified Value Equity portfolios. Greg joined the Firm in 2000. Read More »
Learn more about the strategies presented in this webcast:
Justin C. Bennitt »
Justin rejoined the Firm in April 2013 as an analyst on the Fundamental Equity team and now also co-manages the micro-, small- and smid-cap portfolios. He has over 25 years’ experience in the investment management industry with a focus on fundamental research and analysis. Read More »
00:03
Consumer Behavior: Tourism
02:11
Consumer Behavior: Savings Rates
04:00
The Consumer Price Index During Past Crises
4.
05:36
Onshoring Manufacturing: Nationalism vs Globalization
5.
07:17
U.S. Treasury Market Supply and Demand
Brian L. Giuliano, CFA »
In his role on the Global Fixed Income team, Brian provides research and communicates with clients, prospects, and consultants in support of our investment strategies. Previously, as a senior investment specialist in Brandywine Global’s Wealth Management Group, he maintained and enhanced relationships with institutional and high net worth clients and prospects while specializing in Global Fixed Income and related strategies. Read More »
Lower Cap Range Companies Outperform Coming Out of Recessions
01:05
The Global Financial Crisis vs. Today
03:41
Market Commentary
04:40
How Cautious Should We Be?
00:04
Why Choose an Active Manager?
What Sectors or Types of Businesses are You Interested In?
03:54
An Example Investment
05:43
Banks
08:50
Why Some Sectors Haven't Yet Rallied
