1. 00:00 Introduction »
2. 00:07 Performance »
3. 00:42 The Portfolio Remains Cheap »
4. 01:23 Is Value Ready to Make a Comeback? »
5. 03:11 We have Reduced Our Cyclical Overweight* »
6. 04:11 First Quarter 2018 Sector Attribution »
7. 05:36 For Further Information »
8. 05:45 Disclousre »
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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.