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
Search Search
Connect Connect Find us on Facebook Follow us on Twitter Connect with us on LinkedIn
Menu
Featured Graphic
Audio Commentary
May
02
2023

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.

Featured Graphic
Paul Mielczarski
Paul Mielczarski »
Head of Global Macro Strategy  |  Articles »
Katie Klingensmith
Katie Klingensmith »
Senior Vice President – Investment Specialist  |  Articles »
BrandywineGlobal.com
©2024 Brandywine Global Investment Management, LLC. All Rights Reserved.

Social Media Guidelines

Brandywine Global Investment Management, LLC ("Brandywine Global") is an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Brandywine Global may use Social Media sites to convey relevant information regarding portfolio manager insights, corporate information and other content.

Any content published or views expressed by Brandywine Global on any Social Media platform are for informational purposes only and subject to change based on market and economic conditions as well as other factors. They are not intended as a complete analysis of every material fact regarding any country, region, market, industry, investment or strategy. This information should not be considered a solicitation or an offer to provide any Brandywine Global service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Additionally, any views expressed by Brandywine Global or its employees should not be construed as investment advice or a recommendation for any specific security or sector.

Brandywine Global will monitor its Social Media pages and any third-party content or comments posted on its Social Media pages. Brandywine Global reserves the right to delete any comment or post that it, in its sole discretion, deems inappropriate or prevent from posting any person who posts inappropriate or offensive content. Any opinions expressed by persons submitting comments don't necessarily represent the views of Brandywine Global. Brandywine Global is not affiliated with any of the Social Media sites it uses and is, therefore, not responsible for the content, terms of use or privacy or security policies of such sites. You are advised to review such terms and policies.