Perspectives - Webcasts
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UPCOMINGPM Exchange—Positioning for Potential Outcomes in the 2024 Post-Cash Era
N/ADespite uncertainties around the 2024 election year, anticipated rate cuts and moderating global growth, we remain very optimistic. On this webcast we analyze three potential economic scenarios and discuss Western Asset's tailored investment solutions for each. We’ll also explain why we believe cash may not be king in the current environment. Finally, we'll highlight the compelling opportunities we see in emerging market debt, especially in Latin America.wcc%2Fr%2F4516110%2F8273CEBD610206296315F847CB409648%3Fstd9%3DWAmkto%26partnerref%3DwawebMichael BuchananCo-Chief Investment OfficerKevin J. Ritter, CFAInterim Head of US-based Emerging Markets TeamAnnabel RudebeckHead of Non-US Credit
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52:15 minutesThe Fed and Liquidity Markets: Maintaining Balance
N/ADespite recent inflation data, the Federal Reserve (Fed) remains on course for rate cuts later this year. Please join us as portfolio managers Kevin Kennedy and Mark Lindbloom discuss the Fed’s current policy approach and its impact on fixed-income and liquidity investors. Matt Jones will moderate the event.wcc%2Fr%2F4547122%2FACB95770868225FBC8114886B7ECE718%3Fstd9%3DWAmkto%26partnerref%3DwawebMark S. LindbloomPortfolio ManagerKevin K. KennedyHead of Liquidity Portfolio ManagementMatt Jones, CFAHead of Liquidity Distribution-
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59:19 minutes2Q24 Market & Strategy Update
Ken Leech and John Bellows discuss their perspectives on the trajectory of Fed policy as well as the latest US and global growth and inflation trends. They also share the Firm's macroeconomic outlook, including where we see opportunities in fixed-income. Catherine Matthews moderates the event.wcc%2Fr%2F4509269%2F2C1119D04550962C569A255DC12F7403%3Fstd9%3DWAmkto%26partnerref%3Dwawebreplay%5FhpKen LeechCo-Chief Investment OfficerJohn BellowsHead of Broad MarketsCatherine MatthewsProduct Specialist-
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48:00 minutesStrategy Update: US Core and Core Plus
Julien Scholnick and Travis Carr review the strategies’ latest performance and discuss how the portfolio positioning seeks to benefit from the current economic backdrop of moderating growth and steadily declining inflation.wcc%2Fr%2F4496009%2FEF9C9837C4547510E03DB1EF8EA63F25%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayJulien ScholnickPortfolio ManagerTravis Carr, CFAProduct Specialist-
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49:00 minutesThe Fed & Liquidity Markets—The Year Begins with Cautious Optimism
As the Federal Reserve (Fed) signals steady progress made toward its policy objectives, Portfolio Managers Kevin Kennedy and Nick Mastroianni explore the outlook for investors from both a broad markets and liquidity perspective.wcc%2Fr%2F4423665%2FF30D99EF745F12A522F7C7483EA37991%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayKevin KennedyHead of Liquid Portfolio ManagementNick MastroianniPortfolio Manager-
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44:00 minutesMacro Opportunities Strategy Update—The Impact of Global Optimism
The recent pivot of market sentiment toward the prospect of monetary easing in 2024 lifted risk assets and tightened credit spreads. As a result of this improving macroeconomic backdrop, we believe Macro Opportunities is favorably positioned to realize attractive absolute and excess returns in the year ahead. Portfolio Manager Prashant Chandran and Product Specialist Elliott Neumayer discuss how the current market environment has positively impacted the Macro Opportunities strategy’s performance, and how we’re positioning the portfolio for the year ahead.wcc%2Fr%2F4435872%2F1E4724D19465CDB98C936E667B60CD4C%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayPrashant Chandran, CFAPortfolio ManagerElliott R. NeumayerProduct Specialist-
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60:51 minutes
1Q24 Market & Strategy Update
Ken Leech and John Bellows discuss how inflation and growth trends will likely shape global central bank policies and real rates in 2024. They present the Firm’s macro outlook for the year ahead.wcc%2Fr%2F4418396%2F956E780F07D4CC8C0B3485686780EFF3%3Fstd9%3DWAmkto%26partnerref%3Dwaweb%5FhpbodyKen LeechCo-Chief Investment Officer-
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48:00 minutes
The Fed & Liquidity Markets: A Time to Wait and See
As the Federal Reserve maintains its cautious monetary policy stance, Portfolio Managers Kevin Kennedy and Julien Scholnick explore the impact to investors from both a broad markets and liquidity perspective. Matt Jones moderates the session.wcc%2Fr%2F4367812%2F31D868BD5D92278D65035E07D02DCDFF%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayKevin KennedyHead of Liquid Portfolio Management-
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46:00 minutesStrategy Update: US Core and Core Plus
John Bellows and Travis Carr review the strategies’ latest performance and discuss how today’s backdrop of higher rates and moderating inflation affects their views regarding positioning and new opportunities.wcc%2Fr%2F4381633%2F1C267BCECBF26819FDDE2F38B1A39911%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayJohn Bellows, PhDPortfolio ManagerTravis Carr, CFAProduct Specialist-
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61:21 minutes
4Q23 Market & Strategy Update
Co-CIO Ken Leech reviews the latest economic indicators fixed-income investors should be watching, along with our views on Fed policy, an update on the fight against inflation, our macro outlook for the rest of the year and more.wcc%2Fr%2F4307385%2F8B13AAB177330CCC255EDD7EE4BBC8FA%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayKen LeechCo-Chief Investment Officer-
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40:40 minutes
Macro Opportunities Strategy Update—Focusing on Today's Macro Opportunities
Prashant Chandran and Joe Filicetti discuss implications of the current market environment on the Macro Opportunities strategy, and further discuss the strategy’s latest positioning, performance, and why we believe it’s well-positioned for the next 12-24 months.wcc%2Fr%2F4320899%2FDCEC201943449220F32F2AA79AC6526C%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayJoseph A. FilicettiProduct SpecialistPrashant Chandran, CFAPortfolio Manager-
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52:34 minutes
PM Exchange—The Compelling Case for Credit and Higher-Quality Bonds
The credit markets rebounded considerably after last year’s rout, but now spreads are tighter and quality matters more than ever. On this PM Exchange webcast, we’ll drill down on our views regarding valuations and fundamentals for agency mortgage-backed securities (MBS), investment-grade credit and a sector under a tremendous amount of pressure, commercial MBS (CMBS)—as well as where we’re seeing opportunities.wcc%2Fr%2F4300271%2F629CD54FEC0EB48345501EF71CB21C64%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayMichael BuchananCo-Chief Investment Officer-
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57 minutes
Strategy Update: US Core and Core Plus
Western Asset’s Mark Lindbloom and Travis Carr discuss the strategies’ latest positioning and performance, as well as our views on inflation, interest rates and where we see opportunities.wcc%2Fr%2F4272917%2F85E63619E6ED00AC072B90FA36851BF5%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayMark LindbloomPortfolio ManagerTravis M. CarrProduct Specialist-
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47 minutes
The Fed and Liquidity Markets: How Much Left to Do?
Western Asset’s Kevin Kennedy and Julien Scholnick discuss a potential inflection point in Federal Reserve policy from a broad market and liquidity perspective. Matt Jones moderates the session.wcc%2Fr%2F4254103%2F428ED7C8975DBDA8A4CA0197BC0D5663%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayKevin KennedyHead of Liquid Portfolio ManagementJulien ScholnickPortfolio Manager-
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60 minutes
3Q23 Market & Strategy Update
CIO Ken Leech discusses the economic indicators most relevant to fixed-income investors as well as our views on Fed policy, the macro outlook and where we see opportunity.wcc%2Fr%2F4196073%2FA958DB75ED42147F9B2B85B6963A478D%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayKen LeechChief Investment Officer-
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48 minutes
The Fed and Liquidity Markets: Where to From Here?
Kevin Kennedy and Mark Lindbloom discuss the potential path of Fed policy approaching mid-year, including its impact from both a broad markets and liquidity perspective.wcc%2Fr%2F4190397%2FE3CD2759B4D2C9F77C158A73469F6178%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayMark LindbloomPortfolio ManagerKevin KennedyHead of Liquidity Portfolio Management-
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55 minutes
Strategy Update: US Core and Core Plus
Portfolio Manager Julien A. Scholnick and Product Specialist Travis M. Carr, CFA review the investment strategies’ latest portfolio positioning and performance, along with Western Asset’s macro outlook for the months ahead.wcc%2Fr%2F4171250%2FF6FB2C0952294008EA9DCCF84FE4E228%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayJulien A. ScholnickPortfolio ManagerTravis M. CarrProduct Specialist-
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© Western Asset Management Company