Perspectives - Webcasts
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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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49:00 minutes
The Fed & Liquidity Markets—The Year Begins with Cautious Optimism
As the Federal Reserve (Fed) signals steady progress made toward its policy objectives, Portfolio Managers Kevin Kennedy and Nick Mastroianni explore the outlook for investors from both a broad markets and liquidity perspective.wcc%2Fr%2F4423665%2FF30D99EF745F12A522F7C7483EA37991%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayKevin KennedyHead of Liquid Portfolio ManagementNick MastroianniPortfolio Manager-
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44:00 minutes
Macro Opportunities Strategy Update—The Impact of Global Optimism
The recent pivot of market sentiment toward the prospect of monetary easing in 2024 lifted risk assets and tightened credit spreads. As a result of this improving macroeconomic backdrop, we believe Macro Opportunities is favorably positioned to realize attractive absolute and excess returns in the year ahead. Portfolio Manager Prashant Chandran and Product Specialist Elliott Neumayer discuss how the current market environment has positively impacted the Macro Opportunities strategy’s performance, and how we’re positioning the portfolio for the year ahead.wcc%2Fr%2F4435872%2F1E4724D19465CDB98C936E667B60CD4C%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayPrashant Chandran, CFAPortfolio ManagerElliott R. NeumayerProduct Specialist-
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60:51 minutes
1Q24 Market & Strategy Update
Ken Leech and John Bellows discuss how inflation and growth trends will likely shape global central bank policies and real rates in 2024. They present the Firm’s macro outlook for the year ahead.wcc%2Fr%2F4418396%2F956E780F07D4CC8C0B3485686780EFF3%3Fstd9%3DWAmkto%26partnerref%3Dwaweb%5FhpbodyKen LeechCo-Chief Investment Officer-
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48:00 minutes
The Fed & Liquidity Markets: A Time to Wait and See
As the Federal Reserve maintains its cautious monetary policy stance, Portfolio Managers Kevin Kennedy and Julien Scholnick explore the impact to investors from both a broad markets and liquidity perspective. Matt Jones moderates the session.wcc%2Fr%2F4367812%2F31D868BD5D92278D65035E07D02DCDFF%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayKevin KennedyHead of Liquid Portfolio Management-
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46:00 minutes
Strategy Update: US Core and Core Plus
John Bellows and Travis Carr review the strategies’ latest performance and discuss how today’s backdrop of higher rates and moderating inflation affects their views regarding positioning and new opportunities.wcc%2Fr%2F4381633%2F1C267BCECBF26819FDDE2F38B1A39911%3Fstd9%3DWAmkto%26partnerref%3DwawebreplayJohn Bellows, PhDPortfolio ManagerTravis Carr, CFAProduct Specialist-
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