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Video Commentary
Aug
10
2022

Charting the Global Economy: A Roadmap for Inflation, Growth, and Asset Allocation

Portfolio Manager Jack McIntyre uses a four-quadrant framework to explain how the global economy arrived at where it is today, and where it may be headed in terms of inflationary pressures and economic activity. He also provides a roadmap for asset allocation based on the outlook for inflation and growth.

Press play below to watch 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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Jack P. McIntyre, CFA
Jack P. McIntyre, CFA »
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