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Audio Commentary

Yield Curve Dynamics and the Case for Duration

In our latest podcast, Portfolio Manager Anujeet Sareen and Senior Vice President – Investment Specialist Katie Klingensmith discuss the drivers behind the recent moves in US Treasury yields. They cover a range of topics, including:

  • The outlook for growth and inflation
  • What the Federal Reserve may need to see to keep rates on hold
  • A potential shift in the equilibrium rate
  • The impact of fiscal policy on the direction in yields

While there are several factors influencing growth and inflation, they describe three potential catalysts that could drive yields lower.

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.