1. 00:07 What Drove the Portfolio's Performance in the 3rd Quarter »
2. 01:35 Portfolio Positioning »
3. 03:13 Return Attribution and Portfolio Allocation by Country »
4. 04:18 Looking Ahead: What We're Watching »
5. 5:29 Disclosure »
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The blog from Brandywine Global Investment Management is a resource for global macroeconomic research, as well as fixed income and equity thought leadership within the asset management industry.