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Nov
30
2023
CFOs Are Working for Bondholders Now
Bonds
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Credit Markets
The change in capital allocation priority in the CFO suite and the muted supply of leveraged credit has created select advantages for U.S. investment grade and high yield corporate bonds.
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Anujeet Sareen
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Michael Arno
Reina Berlien
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Alberto Boquin
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J. Patrick Bradley
Sean Brooks
Tracy Chen
James Clarke
Darren Clipston
My Duong
Michael Fleisher
Brian Giuliano
Ivy Gluck
Amer Hasan
Blake Haxton
Gerhardt (Gary) Herbert
Dylan Herrmann
David Hoffman
Celia Hoopes
Patrick Kaser
Katie Klingensmith
Brian Kloss
Renato Latini
Richard Lawrence
Carol Lye
Gregory Manley
John McClain
Jack McIntyre
Paul Mielczarski
Kevin O’Neil
Jack Parker
Dorothee Rainis
Sorin Roibu
Anujeet Sareen
Francis Scotland
Siena Sheldon
Stephen Smith
Min Tian
William Vaughan
Chen Zhao
Bill Zox
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In Focus: Bonds
Nov 30 2023
CFOs Are Working for Bondholders Now
Nov 20 2023
Valuations and Carry Limit Asian Fixed Income
Nov 01 2023
Deconstructing the Dynamic Duo of Stocks and Bonds
Oct 09 2023
Credit Roundtable: What Comes Next for Corporate Credit?
Oct 03 2023
Holding Out for the Yen
Sep 25 2023
An Investment Grade Opportunity Takes Off: Secured Finance Gives Airline Sector Lift
Sep 19 2023
Why We Like US Fixed Income
Sep 14 2023
The Quest for Positive Convexity in High Yield Portfolios
Sep 08 2023
Yield Curve Dynamics and the Case for Duration
Aug 30 2023
Assessing Bond Value in the New Era
Aug 14 2023
Emerging Markets Reach Fork in the Road
Aug 08 2023
A Regime Change for Japan?
Aug 02 2023
Weighing South Africa’s Pluses, Minuses…and Maybes
Jul 26 2023
Credit Roundtable: It Pays to Be Patient
Jul 20 2023
The UK’s Trifle with Inflation
Jul 06 2023
All You Need Is Confidence
Jun 22 2023
Mid-Year Outlook: How Low Will It Go?
Jun 06 2023
Is It the Spread or the Yield? It’s Both.
May 23 2023
Credit Roundtable: An Interesting Place to Be
May 02 2023
Untangling the Sticky Situation with Inflation
Apr 25 2023
China’s Grand Reopening: The Nontraditional Recovery
Mar 17 2023
Banking Crisis Roils Credit Markets, Unveiling Opportunities
Mar 15 2023
Banking Crisis Lends Uncertainty to Macro Outlook
Mar 09 2023
Change on the Horizon for Japan
Jan 26 2023
Inflation, Recession Risk, and Duration
Jan 12 2023
A New Year’s Resolution on Agency MBS
Dec 07 2022
Outlook for 2023: Complicated, Fragmented Macro Road Map
Nov 01 2022
High Yield’s Compelling Recession Resilience
Oct 18 2022
Much Ado about Inflation
Oct 12 2022
A Party with Important Implications
Sep 28 2022
U.K. Budget Experiment Tests Markets
Aug 15 2022
Nearing a Turning Point in Emerging Markets
Aug 10 2022
Charting the Global Economy: A Roadmap for Inflation, Growth, and Asset Allocation
Jul 07 2022
Emerging Markets Test Inflation Credentials
Jul 05 2022
Navigating Challenging Fixed Income Markets
Jun 23 2022
Mid-Year Outlook: Policy Panic Again
May 13 2022
A Meaningful Swoon in Inflation
May 10 2022
Raining Vows of Easing Amid Resolute Covid Controls
Apr 26 2022
Yield Curve Signal: SOS or Smooth Sailing?
Mar 10 2022
Awakening Japan’s Sleeping Giant
Feb 14 2022
Houston, We Have a Valuation Problem
Jan 31 2022
Not Your Normal Inflation
Jan 18 2022
The Yin and Yang of 2022
Jan 03 2022
Will Rising Rates Sink Global Corporate Credit?
Dec 20 2021
Chart of the Moment: The Yield Curve Casts Its Vote
Dec 08 2021
Outlook for 2022: Economic Whiplash?
Nov 08 2021
Low Bond Yields: Repressed or Something More Fundamental?
Oct 11 2021
U.S. High Yield Offers Safer Middle Ground
Sep 23 2021
The Great Reckoning—Reflecting on the Evergrande Saga
Sep 13 2021
Sidelined Corporate Cash Enters the Game
Aug 30 2021
A Bullish View on the Mortgage Industry
Aug 16 2021
BDCs: Where Private and Public Markets Meet
Jul 19 2021
Along the ESG Path: Environmental Issues Ahead
Jun 22 2021
Mid-Year Outlook: Lots in the Air
Apr 26 2021
Three Segments, Multiple Opportunities in Emerging Markets
Mar 01 2021
The Push and Pull toward Emerging Markets
Feb 16 2021
Where to, Emerging Markets?
Dec 07 2020
The Outlook for 2021: Post-Pandemic Boom?
Nov 09 2020
A Reliable Framework Helps Manage Risk
Oct 26 2020
Decoding China’s Rate Market Conundrum
Sep 28 2020
When to Call Time on Brazil and South Africa
Jun 29 2020
The Diverging Fortunes of Emerging Markets
Jun 01 2020
We’re Fighting Deflation, Not Causing Inflation… Yet
May 18 2020
The Dollar Is King…Or Is It?
Apr 27 2020
Emerging Markets - Hit Me One More Time
Mar 24 2020
Coronavirus Pandemic: Difficult Tradeoffs
Mar 16 2020
Coronavirus Pandemic: Do Whatever It Takes
Nov 18 2019
Is This the Best that Emerging Markets Can Do?
Nov 04 2019
What's Changed?
Oct 21 2019
Russia: All Good Things Must Come to an End
Oct 07 2019
Financial Follies: Fiscal Stimulus and Modern Monetary Theory in the Era of Quantitative Easing and Zero or Negative Interest Rates
Sep 30 2019
10 Year Treasury Yields at Zero, and Why Fiscal Stimulus and Modern Monetary Theory are Financial Follies
Sep 23 2019
The Late Innings of the U.S. Credit Cycle
Aug 19 2019
Argentina: Will They or Won’t They?
Jul 31 2019
Wake Up Europe!
May 28 2019
The Big Bang: Indexing China’s Onshore Bond Market
Mar 19 2019
Brexit: The Beginning of the End, or the End of the Beginning?
Feb 25 2019
Taking One Step at a Time: Moving Our Sovereign Bond ESG Research Forward
Feb 11 2019
Humbled by a Trip to the Wood Shed
Feb 04 2019
What’s the Catch with Indonesia?
Jan 07 2019
Watching Paint Dry?
Dec 26 2018
South Africa Has a Long Road to Travel
Dec 11 2018
My Coupon, Our Problem
Nov 26 2018
What We (Don’t) Want to See from the AMLO Administration
Nov 05 2018
Under the Tuscan Debt Load
Oct 22 2018
Chart of the Moment: Backup in Eurozone Yields
Oct 08 2018
Emerging Market Dollar Debt Suggests a Regime Change is Coming
Sep 04 2018
The Never Ending Story in Emerging Markets
Aug 20 2018
It’s Not Just One Thing
Jul 09 2018
Emerging vs. Developed Market Yields: Not an Apples to Apples Comparison (Part 2)
Jul 03 2018
Emerging vs. Developed Market Yields: Not an Apples to Apples Comparison (Part 1)
Jun 25 2018
Nothing Moves in a Straight Line
Jun 19 2018
Here Comes the Storm
May 21 2018
Emerging Markets – Crisis or Opportunity?
May 14 2018
Colombia: Not Just an Oil Play
May 07 2018
Normalizing in an Abnormal World
Apr 23 2018
It Ain't Over ‘til the Fat Lady Sings…or Financial Conditions Get Too Tight
Mar 19 2018
What Lies Ahead for South Africa?
Feb 12 2018
A Rude (Early) Wake-up Call
Jan 16 2018
Are Central Banks Behind the Curve?
Dec 18 2017
Yellen and the Yield Curve
Dec 04 2017
2018: Only the Calendar is Changing, Not Our View
Nov 06 2017
One Central Bank, Two Currencies, Three Problems
Oct 09 2017
Low-Hanging Fruit Perhaps Not So Sweet
Sep 25 2017
Can Emerging Markets Hold Steady?
Sep 11 2017
ESG: Seeds Are Sprouting
Sep 05 2017
Central Banks are Not the Only Bond Buyers
Jul 31 2017
Is the End Near?
Jul 25 2017
An Exciting Time for Central Banks
Jun 26 2017
Breaking Argentina’s Default Cycle
May 08 2017
The Uncharted Territory of Balance Sheet Reduction
Apr 24 2017
An Equity Manager’s Perspective on What the Bond Market is Signaling
Apr 17 2017
South Africa. Beautiful Country, Shame about the Politics
Apr 10 2017
Global Bond Market Hotlist
Apr 03 2017
Is 3% Really High Yield? The Dilemma with European Credit
Mar 21 2017
Treasury Bond Bubble?
Mar 06 2017
Japan: Building Macro Tension
Feb 27 2017
French Elections Have the Eurozone in a Tizzy
Feb 06 2017
What a Difference a Year Makes
Jan 17 2017
Where Angels Fear to Tread: China’s Onshore Bond Market
Nov 28 2016
Trumponomics: Deja vu Reaganomics?
Nov 21 2016
Are High Yield Floating Rate Notes Poised for Takeoff?
Oct 24 2016
Equivocating Doves Deliver Credit Opportunities
Oct 17 2016
Another Rout?
Sep 05 2016
It’s All Over for Global Bonds…Or Is It?
Aug 15 2016
The Fed’s New Reaction Function
Jul 25 2016
The World Has Been Turned on Its Head
Jul 12 2016
Obstacles Make Way for Opportunities in Emerging Markets
Jun 29 2016
Is a Regime Shift at Work?
Jun 24 2016
Response to Brexit Referendum
Jun 24 2016
Francis Scotland's Brexit Follow Up
Jun 21 2016
Thoughts on the Imminent Brexit Referendum
Jun 06 2016
Recessionary Fears, Dark Clouds that Won’t Fade
Jun 01 2016
The Debt Paradox
May 23 2016
The Pendulum of Policy and Politics
May 16 2016
Stuck in the Balance
Apr 04 2016
Fast & Furious Start for Global High Yield, But Still Time to Buy?
Mar 14 2016
Reliving 1999?
Feb 29 2016
Are Markets Stressed Out?
Feb 12 2016
Time to Go Up in Global Credit Quality?
Jan 05 2016
What Are Markets Saying?
Dec 29 2015
Assessing the Damage in Global High Yield
Dec 09 2015
Why Should the Fed Not Raise Rates?
Nov 18 2015
What Sovereign Debt Crisis?
Nov 06 2015
Variant Perception
Oct 14 2015
The U.S. versus China: Can Policies Diverge for Long?
Sep 22 2015
Does U.S. Policy Constrain Credit Assets Globally?
Sep 16 2015
Navigating Through the Deflationary Crosscurrents
Aug 20 2015
Confusion from the Dual Mandate
Aug 17 2015
Global Implications of the Chinese Yuan Devaluation
Aug 12 2015
No Boom, No Bust: Part III
Jul 31 2015
No Boom, No Bust: Part II
Jul 24 2015
No Boom, No Bust: Part I
Jun 19 2015
A Triple Bottom?
Jun 03 2015
A Dollar for Your Thoughts?
May 27 2015
What's Normal?
Feb 23 2015
The Brazil Dilemma
Feb 09 2015
A Bridge Too Far
Feb 04 2015
European QE is Not U.S. QE
Jan 26 2015
Deja Vu