Perspectives - Webcasts

32:14 minutes

Michael Buchanan explores the implications of US tariff uncertainty, elevated fiscal concerns, recent market volatility, and the risks to global growth and inflation. He discusses the Firm’s global economic outlook and the fixed-income market opportunities we see given the evolving investment landscape. Michael is joined by Global Product Specialist Catherine Matthews.

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Michael Buchanan

Chief Investment Officer

57:10 minutes

Recent headlines—from the latest tariff news to Moody’s US credit downgrade—are reshaping the landscape for fixed-income investors. Please join us for a timely PM Exchange webcast featuring a discussion about the potential impacts of these developments on inflation, interest rates and recession risk. Our portfolio managers will also address the implications for credit risk in corporate bonds, shifts in demand for US Treasuries and how Western Asset is positioning portfolios to uncover opportunities in this evolving environment.

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Michael Buchanan

Chief Investment Officer

49:59 minutes

Kevin Kennedy and Nicholas Mastroianni discuss the evolving path of Federal Reserve (Fed) policy in a changing economic environment. Matt Jones moderated the session.

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Kevin Kennedy

Head of Liquid Portfolio Management

60:61 minutes

CIO Michael Buchanan discusses our economic outlook, including expectations for global growth and inflation. He also provides an update on the effects of rising debt levels, geopolitical tensions and volatility across global economies, as well as our outlooks for the various fixed-income sectors. The session is moderated by Catherine Matthews.

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Michael Buchanan

Chief Investment Officer

56:41 minutes

CIO Michael Buchanan discusses our global outlook for 2025, including our expectations for global growth and inflation, central bank policy, real rates and yield curves. Michael also describes how market volatility in the year ahead may present opportunities for fixed-income investors. Catherine Matthews moderates the session.

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Michael Buchanan

Chief Investment Officer

63:00 minutes

As the dust begins to settle after the US election, Mark Lindbloom and Travis Carr discuss our latest views regarding anticipated market impacts most likely to affect fixed-income investors. They also discuss how the strategies’ portfolio positioning aims to benefit from the current economic backdrop, share the Firm’s economic outlook for the rest of the year, and more.

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Mark Lindbloom

Portfolio Manager

Travis Carr, CFA

Product Specialist

53:30 minutes

Following the Federal Reserve’s (Fed) first interest rate cut in four years, please join portfolio managers Julien Scholnick and Kevin Kennedy as they discuss the outlook for fixed-income and liquidity investors. Matt Jones will moderate the session.

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Julien Scholnick

Portfolio Manager

Kevin Kennedy

Portfolio Managers

57:55 minutes

Michael Buchanan discusses how 2024’s economic trends are likely to influence central bank policy and real rates, especially in the US ahead of the presidential election. He also presents the Firm’s global macro outlook and related insights. Michael is joined by Product Specialist Catherine Matthews.

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Michael Buchanan

Chief Investment Officer

42:43 minutes

Expectations for the Fed to loosen policy this year have sparked optimism across financial markets and global elections have increased volatility. Both of these developments present opportunities for active investors. Portfolio Manager Prashant Chandran and Product Specialist Elliott Neumayer share Western Asset’s outlook for the Fed’s rate path, global growth and inflation, and how the Macro Opportunities strategy’s positioning aims to leverage the current environment.

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Prashant Chandran, CFA

Portfolio Manager

Elliott R. Neumayer

Product Specialist

53:03 minutes

Recent economic data has pointed toward the Fed making progress in its policy objectives. Portfolio Managers Mark Lindbloom and Kevin Kennedy discuss the 2024 mid-year outlook for fixed-income and liquidity investors. Matt Jones is the event’s moderator.

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Mark Lindbloom

Portfolio Manager

Kevin Kennedy

Portfolio Managers