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Jan
16
2018

Are Central Banks Behind the Curve?

We’re kicking off the new year by discussing a couple of broad investment themes that could play out during the first half of 2018. Steve Smith joins Brian Giuliano to discuss a range of economic and political conditions in Europe and the U.S, and how these factors could affect monetary policymaking. Listen in to find out whether we think the European Central Bank (ECB) will move to start cutting its stimulus program earlier than previously suggested, and whether reflation is in the cards for the U.S. economy.

Press play below to listen to the full commentary.

Groupthink is bad, especially at investment management firms. Brandywine Global therefore takes special care to ensure our corporate culture and investment processes support the articulation of diverse viewpoints. This blog is no different. The opinions expressed by our bloggers may sometimes challenge active positioning within one or more of our strategies. Each blogger represents one market view amongst many expressed at Brandywine Global. Although individual opinions will differ, our investment process and macro outlook will remain driven by a team approach.

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Stephen S. Smith
Stephen S. Smith »
Senior Advisor  |  Articles »
Brian L. Giuliano, CFA
Brian L. Giuliano, CFA »
Senior Vice President, Client Portfolio Manager  |  Articles »
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