Resources - Webcasts

47 minutes

Western Asset CIO Ken Leech discusses the challenges facing investors given the global low-growth environment, the ubiquity of low and negative interest rates, and the persistence of stubbornly low inflation. He describes the importance of central banks reaffirming their commitments to maintaining the expansion, with many shifting their approaches to focus on realized inflation. Mr. Leech also outlines the Firm’s outlook for domestic and global growth as well as the Firm’s latest investment strategies.

09262019

Ken Leech

CIO

34 minutes

Western Asset Deputy CIO Michael Buchanan and Product Specialist Robert Abad collaborate to help investors connect the dots between today’s market headlines and Western Asset’s macro views. They discuss the Firm’s base case and portfolio positioning in light of the many risks keeping “markets on edge,” and take a deep dive into where we are within the current credit cycle.

09122019

Michael Buchanan

CIO

54 minutes

Western Asset CIO Ken Leech discusses the downshift of global growth, central banks’ collective efforts to maintain the expansion and their shift to start focusing on core inflation outcomes. He describes the weakening of global manufacturing activity in the face of unresolved trade issues and other downside risks to the global economy. Mr. Leech also outlines the Firm’s outlook for domestic and global growth as well as the Firm’s latest investment strategies, including our approaches to high-yield and investment-grade credit in the current environment.

062719

Ken Leech

CIO

51 minutes

Western Asset CIO Ken Leech describes how the major theme for the Firm’s current outlook is based upon our belief that while global growth has downshifted, we expect it to remain sturdy. He stresses the importance of continued monetary policy support, as the Federal Reserve and other central banks—seeing no imminent threat of rising inflation—have declared that their “overarching goal” is to extend the economic expansion. Mr. Leech also outlines the Firm’s latest investment strategies, including the opportunities we continue to see in emerging markets, especially after the downturn in late-2018.

04042019

Ken Leech

CIO

39 minutes

In this webcast, Deputy Chief Investment Officer Michael Buchanan discusses opportunities in the global fixed-income market and the challenges that lie ahead after a volatile 2018.

03212019

Michael Buchanan

CIO

54 minutes

Western Asset CIO Ken Leech discusses the Firm’s cautious optimism for the ongoing global economic recovery. He reviews the impact of the recent inconsistent messaging from the Federal Reserve, how employment and wage data appear to be slowly but surely improving and headwinds that include the unresolved US-China trade issues and persistently low inflation worldwide. He also outlines the Firm’s latest investment strategies, including the opportunities we continue to see in emerging markets.

011019

Ken Leech

CIO

55 minutes

The global macro environment is the primary focus of this quarter’s webcast with Western Asset CIO Ken Leech. He examines how global growth and inflation have measured up to expectations so far this year and discusses the impact of central bank actions. He revisits the major risks markets are facing, including increased debt levels and uncertainties regarding trade tensions, the Brexit resolution and a potential inversion of the yield curve. He also outlines the Firm’s latest investment strategies.

102518

Ken Leech

CIO