Perspectives - Webcasts
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56:41 minutes
1Q25 Market and Strategy Update
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.wcc%2Fr%2F4778131%2F57B5A7B9536FCA8A2B57F2944C3B29B2%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayMichael BuchananChief Investment Officer
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63:00 minutes
Post-Election Strategy Update—US Core and Core Plus
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.wcc%2Fr%2F4726904%2F59450073F742B293969C04C87B43EF3F%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayMark LindbloomPortfolio ManagerTravis Carr, CFAProduct Specialist-
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53:30 minutes
The Fed and Liquidity Markets: Past the Turning Point
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.wcc%2Fr%2F4666777%2F7C77BAC0CCC08BFF85C8E0CA97E78142%3Fstd9%3DWAmkto%26partnerref%3Dwaweb%5FpromobannerJulien ScholnickPortfolio ManagerKevin KennedyPortfolio Managers-
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57:55 minutes
4Q24 Market and Strategy Update
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.wcc%2Fr%2F4647308%2FEA194671513EEA004A561F8A47CEA1BE%3Fstd9%3DWAmkto%26partnerref%3Dwaweb%5FpromobannerMichael BuchananChief Investment Officer-
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42:43 minutes
Macro Opportunities Strategy Update—Navigating Rate Cuts and Election Volatility
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.wcc%2Fr%2F4623496%2F124C1B932ED3FE8F0DD1F29EB8C58EA2%3Fstd9%3DWAmkto%26partnerref%3Dwaweb%5FpromobannerPrashant Chandran, CFAPortfolio ManagerElliott R. NeumayerProduct Specialist-
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53:03 minutes
The Fed & Liquidity Markets: Edging Toward Steady Progress
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.wcc%2Fr%2F4634143%2F4F64F7F7A312DE804B6FC7ACF81962D1%3Fstd9%3DWAmkto%26partnerref%3Dwaweb%5FpromobannerMark LindbloomPortfolio ManagerKevin KennedyPortfolio Managers-
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58:30 minutes
3Q24 Market & Strategy Update
Ken Leech and Michael Buchanan discuss how 2024’s economic trends are likely to influence Fed policy and real rates ahead of the US presidential election. They also present the Firm’s macro outlook and related insights. Catherine Matthews is the event’s moderator.wcc%2Fr%2F4616993%2F5BC2FE66BA5302ECD7FEB239363A3B9D%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayKen LeechPortfolio ManagerMichael BuchananProduct Specialist-
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46:19 minutes
Macro Opportunities Strategy Update—Navigating the Rate Cut Landscape
Expectations for the Fed to loosen policy this year have sparked optimism across financial markets, fueling a rally in risk assets and tightening credit spreads. 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 is positioned to capitalize on these developments.wcc%2Fr%2F4534750%2FD388515E5A368DC3914148A097DCBA6C%3Fstd9%3DWAmkto%26partnerref%3Dwaweb%5FpromobannerPrashant Chandran, CFAPortfolio ManagerElliott R. NeumayerProduct Specialist-
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44:24 minutes
PM Exchange—Positioning for Potential Outcomes in the 2024 Post-Cash Era
Despite uncertainties around the 2024 election year, anticipated rate cuts and moderating global growth, we remain very optimistic. On this webcast we analyze three potential economic scenarios and discuss Western Asset's tailored investment solutions for each. We’ll also explain why we believe cash may not be king in the current environment. Finally, we'll highlight the compelling opportunities we see in emerging market debt, especially in Latin America.wcc%2Fr%2F4516110%2F8273CEBD610206296315F847CB409648%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayMichael BuchananCo-Chief Investment OfficerKevin J. Ritter, CFAInterim Head of US-based Emerging Markets TeamAnnabel RudebeckHead of Non-US Credit-
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52:15 minutes
The Fed and Liquidity Markets: Maintaining Balance
Despite recent inflation data, the Federal Reserve (Fed) remains on course for rate cuts later this year. Portfolio managers Kevin Kennedy and Mark Lindbloom discuss the Fed’s current policy approach and its impact on fixed-income and liquidity investors. Matt Jones moderated the event.wcc%2Fr%2F4547122%2FACB95770868225FBC8114886B7ECE718%3Fstd9%3DWAmkto%26partnerref%3DwawebMark S. LindbloomPortfolio ManagerKevin K. KennedyHead of Liquidity Portfolio ManagementMatt Jones, CFAHead of Liquidity Distribution-
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59:19 minutes
2Q24 Market & Strategy Update
Ken Leech and John Bellows discuss their perspectives on the trajectory of Fed policy as well as the latest US and global growth and inflation trends. They also share the Firm's macroeconomic outlook, including where we see opportunities in fixed-income. Catherine Matthews moderates the event.wcc%2Fr%2F4509269%2F2C1119D04550962C569A255DC12F7403%3Fstd9%3DWAmkto%26partnerref%3Dwawebreplay%5FhpKen LeechCo-Chief Investment OfficerJohn BellowsHead of Broad MarketsCatherine MatthewsProduct Specialist-
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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-
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