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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 »
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1.
00:06
How Were We Positioned Going Into the Quarter?
2.
01:39
What Occurred During the Quarter?
3.
03:26
How Are We Positioned Going Into 2Q 2024?
Brian L. Kloss, JD, CPA »
Brian Kloss is a Portfolio Manager on the Global Fixed Income team. He joined Brandywine Global in December 2009, bringing with him over 10 years of high yield and distressed debt experience. Previously, Brian was co-portfolio manager at Dreman Value Management, LLC (2007-2009); high yield analyst/trader at Gartmore Global Investments (2002-2007); high yield and equity portfolio manager and general analyst at Penn Capital Management, Ltd. Read More »
Learn more about the strategies presented in this webcast:
02:06
04:10
How Are We Positioned Going Into 1Q 2024?
Renato Latini, CFA »
Renato is a portfolio manager and senior research analyst on the Global Fixed Income team. He is responsible for providing global macro analysis, credit research and portfolio management decisions. Renato joined Brandywine Global in 2006 as a trader for the Firm's Global Fixed Income and related strategies. Read More »
02:15
03:19
How Are We Positioned Going Into 4Q 2023?
Michael Arno, CFA »
Mike is a portfolio manager and senior research analyst on the Global Fixed Income team. He is responsible for providing research analysis and portfolio management on the firm’s emerging market fixed income related strategies. Prior to this he had been a research analyst on the team since 2011 with a focus on global credit and emerging markets. Read More »
