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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
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 »
Learn more about the strategies presented in this webcast:
How Were We Positioned Going Into the Quarter?
01:31
What Occurred during the Quarter?
03:32
How Are We Positioned Going Into 4Q 2022?
Jack P. McIntyre, CFA »
Jack is a portfolio manager for the Firm's Global Fixed Income and related strategies. He joined the Firm in 1998. Previously, he held positions as market strategist with McCarthy, Crisanti & Maffei, Inc. (1995-1998); senior fixed income analyst with Technical Data, a division of Thomson Financial Services (1992-1995); quantitative associate with Brown Brothers Harriman & Co. Read More »
