Perspectives - Webcasts
Loading...
-
48:00 minutes
Strategy 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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
49:00 minutes
The 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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
44:00 minutes
Macro 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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
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-
Play Audio
- Webcast Summary
- Audio Transcript
-
-
46:00 minutes
Strategy 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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
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-
Play Audio
- Webcast Summary
- Audio Transcript
-
-
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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
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-
Play Audio
- Audio Transcript
-
-
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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
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-
Play Audio
- Audio Transcript
-
-
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-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
-
59 minutes
2Q23 Market & Strategy Update
In his quarterly webcast, CIO Ken Leech discusses our latest views on the recent turmoil in the banking sector as well as our outlook for fixed-income markets.wcc%2Fr%2F4137587%2F9450919BDDC058456B82E9A02E308B40%3Fstd9%3DWAmkto%26partnerref%3DwawebKen LeechChief Investment OfficerCatherine MatthewsProduct Specialist-
Play Audio
- Webcast Summary
- Presentation Slides
- Audio Transcript
-
IMPORTANT DISCLOSURES AND COPYRIGHT INFORMATION
You will be asked to Log In or Register when launching a webcast. The Log In for webcasts is separate from the westernasset.com Log In.
Please contact us with any questions.
© Western Asset Management Company
© Western Asset Management Company