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1.
00:05
Small-cap Value Shares Rallied in the 4th Quarter. Did We Just Experience the Bottom?
2.
01:30
Small-cap Stock Performance When Inflation Is Declining
3.
02:07
Five Fundamental Factors We Will Be Watching Closely in 2023
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 »
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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 »
Portfolio Manager Patrick Kaser believes investors are too negative, and expresses his optimism in the U.S. consumer, steady U.S. gross domestic product growth, and reviews which sectors may be attractively valued.
