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1.
00:05
How Were We Positioned Going Into the Quarter?
2.
01:43
What Occurred During the Quarter?
3.
05:08
How Are We Positioned Going Into 1Q 2024?
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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Paul Mielczarski »
As Head of Global Macro Strategy, Paul is responsible for providing proprietary global macroeconomic research to support our Global Fixed Income team’s investment process. Prior to joining the Firm in 2023, he served as Director of Portfolio Strategy for two years at Ontario Teachers’ Pension Plan after working for five years as a portfolio manager (2015-2022). Read More »
01:57
What Occurred during the Quarter?
04:56
How Are We Positioned Going Into 4Q 2023?
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 »