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Untangling the Sticky Situation with Inflation

Expectations at the start of the year were quite pessimistic. However, growth has remained surprisingly resilient—along with inflation. Senior Vice President – Investment Specialist Katie Klingensmith and Paul Mielczarski, who joined Brandywine Global earlier this year as the Head of Global Macro Strategy, discuss the three factors that could drive inflation lower in the second half of the year. They assess the likelihood that the U.S. and the global economy can avoid recession, and how this outlook translates to views on duration.

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.