Featured Image
Filter Share on Facebook Share on Twitter Share on LinkedIn Copy Article Link to Clipboard Share via Email
BrandywineGlobal.com  |   Investment Strategies  |   Research & Videos  |   News  |   Contact
Around The Curve
Featured Graphic
Audio Commentary

Credit Roundtable: An Interesting Place to Be

In this corporate credit roundtable, Senior Vice President – Investment Specialist Katie Klingensmith guides Portfolio Manager Bill Zox, Associate Portfolio Manager & Senior Research Analyst Renato Latini, and Research Analyst Kevin O’Neil in a discussion on:

  • How the Federal Reserve and banking sector stress are influencing their views on credit duration
  • The probability for further spread widening
  • Trends in investment grade issuance and opportunities in high yield

Their comprehensive review sheds light on both top-down and bottom-up dynamics and why credit markets could be an interesting place for the rest of this year and going forward.

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.