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Audio Commentary
Jan
15
2019

What Will It Take to Trade Places in 2019?

Late last year, we proposed the idea of the U.S. trading places with the global economy in 2019. We explain why global growth decoupled from the U.S. last year, and review the broad factors that will play an important role in our 2019 growth expectations: monetary policy, fiscal policy, and trade. Listen to members of our Global Fixed Income cover these topics in depth during our first podcast in the New Year.

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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