Perspectives - Webcasts

61:21 minutes

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.

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Ken Leech

Co-Chief Investment Officer

40:40 minutes

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.

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Joseph A. Filicetti

Product Specialist

Prashant Chandran, CFA

Portfolio Manager

52:34 minutes

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.

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Michael Buchanan

Co-Chief Investment Officer

57 minutes

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.

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Mark Lindbloom

Portfolio Manager

Travis M. Carr

Product Specialist

47 minutes

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.

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Kevin Kennedy

Head of Liquid Portfolio Management

Julien Scholnick

Portfolio Manager

60 minutes

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.

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Ken Leech

Chief Investment Officer

48 minutes

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.

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Mark Lindbloom

Portfolio Manager

Kevin Kennedy

Head of Liquidity Portfolio Management

55 minutes

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.

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Julien A. Scholnick

Portfolio Manager

Travis M. Carr

Product Specialist

59 minutes

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.

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Ken Leech

Chief Investment Officer

Catherine Matthews

Product Specialist

48 minutes

In our 1Q23 PM Exchange webcast, Deputy CIO Mike Buchanan, Head of US High-Yield Walter Kilcullen, Portfolio Manager Molly Schwartz and Head of London Operations Mike Zelouf discuss what happened last year, including the breakdown of the traditional fixed-income/equities negative correlation, and share our latest insights for the year ahead on inflation, Fed policy and where we’re finding value.

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Mike Buchanan, CFA

Deputy Chief Investment Officer

Walter E. Kilcullen

Head of US High Yield

Molly Schwartz, CFA

Portfolio Manager

47 minutes

Portfolio Managers Mark Lindbloom and Kevin Kennedy review the Federal Reserve’s policy positioning and its potential impact on both broad markets and liquidity investors.

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Mark Lindbloom

Portfolio Manager

Kevin Kennedy

Head of Liquidity Portfolio Management

Matt Jones, CFA

Head of Liquidity Distribution

51 minutes

Western Asset's John Bellows and Travis Carr discuss the strategies' latest positioning and performance given the macro outlook, and why they believe fixed-income in 2023 could be particularly attractive to investors as the volatility of 2022 recedes.

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John Bellows, PhD

Portfolio Manager

Travis Carr, CFA

Product Specialist

61 minutes

In his first webcast of the new year, CIO Ken Leech will discuss the market environment for fixed-income investors, Fed policy, the Firm’s outlook for US inflation, global growth and more.

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Ken Leech

CIO

Catherine Matthews

Product Specialist

50 minutes

Mark Lindbloom and Kevin Kennedy will review the impact of the Federal Reserve's policy actions taken so far in 2022 on liquidity and broad-market investors while also providing their outlook for the upcoming quarter.

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Mark Lindbloom

Portfolio Manager

Kevin Kennedy

Head of Liquidity Portfolio Management

Matt Jones, CFA

Head of Liquidity Distribution

60 minutes

Ken Leech discusses the latest developments related to US inflation, the Fed’s rate hiking path, the Firm’s outlook for global growth and more.

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Ken Leech

CIO