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Audio Commentary
Oct
31
2018

Synchronization versus Desynchronization

Global growth has desynchronized this year, while political trends around the world have become synchronous. Brian Giuliano and Anujeet Sareen, members of our Global Fixed Income team, explain how fiscal and monetary conditions in China as well as the evolution of the U.S.-Sino bilateral relationship, could change the trajectory of global growth in 2019. Our Global Fixed Income team also examines how fiscal policy around the world may begin to reflect a shift in global political sentiment.

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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Anujeet Sareen, CFA
Anujeet Sareen, CFA »
Portfolio Manager  |  Articles »
Brian L. Giuliano, CFA
Brian L. Giuliano, CFA »
Senior Vice President, Client Portfolio Manager  |  Articles »
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