January 26, 2021 -
For fixed income investors in search of yield, looking globally can offer diversification and multiple streams of alpha. Tracy Chen explains in this Investment Executive podcast.
February 3, 2021 -
Brandywine Global announced it has entered into a definitive agreement to acquire the business of Diamond Hill Capital Management’s high yield-focused, U.S. corporate credit mutual funds. The funds will continue under current portfolio managers John McClain, CFA and Bill Zox, CFA, alongside senior associate Jack Parker, CFA, as members of Brandywine Global’s global fixed income team.
February 4, 2021 -
In this Bloomberg story, Tracy Chen discusses what investors may anticipate from the Treasury curve in the months ahead as the reflation trade picks up.
February 5, 2021 -
As the U.S. and China move toward a rapid vaccine rollout, Jack McIntyre told Bloomberg that the dollar and other havens could potentially weaken. Read why he has been buying currencies of countries driven by natural resources.
February 6, 2021 -
In Barron’s, Anujeet Sareen assesses the U.S. dollar versus emerging market currencies and the influence of increasing demand for commodities.
February 9, 2021 -
Jack McIntyre appeared on Fox Business to discuss the outlook for global oil demand and why certain countries in Latin America are particularly attractive in this environment.
February 22, 2021 -
Brian Kloss discusses what he believes are the catalysts behind recent copper demand and what it reveals about the greater economic environment in this Financial Times article.
March 2, 2021 -
In this Investment Executive podcast, Tracy Chen explains how negative rates can impact markets and the importance of looking globally for yield.
March 12, 2021 -
According to Tracy Chen in Bloomberg, Chinese bonds may present an attractive opportunity for investors seeking new havens as an alternative to U.S. Treasuries.
March 19, 2021 -
Jack McIntyre returned to Fox Business Network to break down how potential corporate tax hikes and the outlook for inflation could impact markets in late 2021.
