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1.
00:03
What kind of shape could the U.S. recovery take?
2.
02:44
How are central banks going to unwind this massive impulse?
3.
04:51
Could yield curve control come to the U.S. and what could that look like?
4.
06:16
How are we thinking about the resurgence in U.S.-China tensions?
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 »
Lower Cap Range Companies Outperform Coming Out of Recessions
01:05
The Global Financial Crisis vs. Today
03:41
Market Commentary
04:40
How Cautious Should We Be?
Gregory P. Manley, CFA »
Greg is a portfolio co-manager for our micro- small- and smid-cap portfolios. During his career at Brandywine Global, Greg has served as a fundamental and quantitative analyst as well as the lead trader for the Diversified Value Equity portfolios. Greg joined the Firm in 2000. Read More »
Learn more about the strategies presented in this webcast:
00:04
Why Choose an Active Manager?
01:19
What Sectors or Types of Businesses are You Interested In?
03:54
An Example Investment
05:43
Banks
5.
08:50
Why Some Sectors Haven't Yet Rallied
