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1.
00:06
How Were We Positioned Going Into the Quarter?
2.
02:41
What Occurred during the Quarter?
3.
05:51
How Are We Positioned Going Into 2Q 2023?
Renato Latini, CFA »
Renato is an associate 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 »
Learn more about the strategies presented in this webcast:
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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
02:50
06:00
Anujeet Sareen, CFA »
Anujeet Sareen is a portfolio manager for the Firm’s Global Fixed Income and related strategies. Prior to joining the Firm in 2016, Anujeet was a managing director of global fixed income and a global macro strategist, as well as chair of the Currency Strategy Group at Wellington Management in Boston. Read More »
01:40
Waiting for the Fed to Capitulate...Again���
04:31
Credibility of the CCP
06:35
The World���s Two Largest Economies Appear to Be On Opposite Cycles
00:04
01:42
03:37
How Are We Positioned Going Into 1Q 2023?
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 »
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 »
