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1.
01:40
Waiting for the Fed to Capitulate...Again…
2.
04:31
Credibility of the CCP
3.
06:35
The World’s Two Largest Economies Appear to Be On Opposite Cycles
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 »
00:05
How Were We Positioned Going Into the Quarter?
00:33
What Occurred during the Quarter?
01:38
How Are We Positioned Going Into 1Q 2023?
Bill Zox, CFA »
Bill is a portfolio manager for the Firm’s High Yield and Corporate Credit Strategies. He joined the Firm in 2021. Previously, Bill was a portfolio manager with Diamond Hill Capital Management 2001 – 2021 and a Tax Partner at Schottenstein, Zox & Dunn, LPA from 2000 to 2001. Read More »
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