Perspectives - Webcasts

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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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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-
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48 minutes
PM Exchange—Renewed Optimism for Fixed-Income in 2023
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.wcc%2Fr%2F4105597%2FFE049E71EE470F6632FBE5F2560A3059%3Fstd9%3DWAmkto%26partnerref%3DwawebMike Buchanan, CFADeputy Chief Investment OfficerWalter E. KilcullenHead of US High YieldMolly Schwartz, CFAPortfolio Manager-
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47 minutes
The Fed and Liquidity Markets - Closer to a Pause
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.wcc%2Fr%2F4081746%2F9789D858DB6CD599E49B41E2A0E9D52C%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayMark LindbloomPortfolio ManagerKevin KennedyHead of Liquidity Portfolio ManagementMatt Jones, CFAHead of Liquidity Distribution-
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51 minutes
Strategy Update: US Core and Core Plus
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.wcc%2Fr%2F4077344%2F06916D98A55D9461A60581F8E2272927%3Fstd9%3DWAmkto%26partnerref%3Dwaweb%5FhpbannerJohn Bellows, PhDPortfolio ManagerTravis Carr, CFAProduct Specialist-
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61 minutes
1Q23 Market & Strategy Update
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.wcc%2Fr%2F4052191%2F288B99E34EDF84BCE839AF6C568D6A2D%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayKen LeechCIOCatherine MatthewsProduct Specialist-
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50 minutes
The Fed and Liquidity Markets: Continued Tightening, but at a Slower Pace?
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.wcc%2Fr%2F4016658%2F5C2DF453A189BF7076B81294968B29EC%3Fstd9%3DWAmkto%26partnerref%3Dwawebreplay%5FhpMark LindbloomPortfolio ManagerKevin KennedyHead of Liquidity Portfolio ManagementMatt Jones, CFAHead of Liquidity Distribution-
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60 minutes
4Q22 Market and Strategy Update
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.wcc%2Fr%2F3913745%2F646E48B269E3E23415CE0FC0499C5DAF%3Fstd9%3DWAmkto%26partnerref%3Dwaweb%5FhpbannerKen LeechCIO-
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© Western Asset Management Company