Perspectives - Webcasts

00:00 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

58:30 minutes

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.

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Ken Leech

Portfolio Manager

Michael Buchanan

Product Specialist

46:19 minutes

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.

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Prashant Chandran, CFA

Portfolio Manager

Elliott R. Neumayer

Product Specialist

44:24 minutes

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.

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Michael Buchanan

Co-Chief Investment Officer

Kevin J. Ritter, CFA

Interim Head of US-based Emerging Markets Team

Annabel Rudebeck

Head of Non-US Credit

52:15 minutes

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.

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Mark S. Lindbloom

Portfolio Manager

Kevin K. Kennedy

Head of Liquidity Portfolio Management

Matt Jones, CFA

Head of Liquidity Distribution

59:19 minutes

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.

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Ken Leech

Co-Chief Investment Officer

John Bellows

Head of Broad Markets

Catherine Matthews

Product Specialist

48:00 minutes

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.

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Julien Scholnick

Portfolio Manager

Travis Carr, CFA

Product Specialist

49:00 minutes

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.

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Kevin Kennedy

Head of Liquid Portfolio Management

Nick Mastroianni

Portfolio Manager

44:00 minutes

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.

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Prashant Chandran, CFA

Portfolio Manager

Elliott R. Neumayer

Product Specialist

60:51 minutes

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.

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Ken Leech

Co-Chief Investment Officer