1. 00:07 What Drove the Portfolio's Performance in the 4th Quarter »
2. 00:43 Highlights »
3. 01:56 Positioning: Multiple Ways to Win »
4. 04:40 Return Attribution and Portfolio Allocation by Country »
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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.
