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13 December 2023
Should the Fed Maintain Elevated Interest Rates?
1:20
John Bellows, Portfolio Manager at Western Asset, turns the tables on CNBC questioning why, given Core PCE and inflation numbers, the Fed needs to maintain elevated interest rates at all.
13 December 2023
What’s Ahead for Growth in 2024?
1:01
John Bellows, Portfolio Manager at Western Asset, was on CNBC discussing what he thinks is a likely moderation in economic growth ahead, and why this does not necessarily mean recession.
6 October 2023
Munis Offer Attractive Opportunities Beyond Cash
3:14
Robert Amodeo, Head of Municipals at Western Asset, was on CNBC discussing the wealth of opportunities for Muni investors today given higher rates and falling inflation.
4 October 2023
Attractive Yields Abound
1:31
On CNBC, John Bellows described how investors currently have an opportunity to lock in attractive yields of around 5% in 10- and 30-year US Treasuries, and there are also value opportunities to generate even higher yields in high-quality spread sectors.
4 October 2023
Inflation Approaching Fed Target
4:43
John Bellows was on CNBC discussing the recent decline in inflation and what it means for rates. With much of the bad economic news already priced in to the market, John sees potential for yields to move significantly lower.
20 September 2023
Fed Pauses as Inflation Measures Closer to Target
1:41
John Bellows joined CNBC’s Power Lunch panel to discuss the latest Federal Open Market Committee (FOMC) meeting, reinforcing our view that with inflation moderating and growth slowing, a Federal Reserve (Fed) pause should be appropriate.
13 September 2023
Advanced Technologies and Muni Market Analysis
3:46
Robert Amodeo, Head of Municipals at Western Asset, was on Bloomberg TV discussing how incorporating the use of new machine learning algorithms along with good old-fashioned human judgment may help us to identify mispricing and trends in the muni market ahead of the competition.
25 August 2023
Long-Term US Growth Potential
2:27
In addressing recent moves higher in yields, Bonnie Wongtrakool explains the importance of the US economy’s long-term growth potential, and how to protect against certain events that could arise as market dynamics evolve.
25 August 2023
US Economic Slowdown & Fixed-Income Opportunity
3:10
Bonnie Wongtrakool shares Western Asset’s view regarding when the US economy may start to slow down, and discusses opportunities and risks in fixed-income.
30 May 2023
The Case for Credit
1:37
Kurt Halvorson was on Morning Trade Live discussing Western Asset’s views regarding where along the yield curve investors can find attractive yield in a deflationary environment, and why we currently favor large cap banks and the energy sector.
30 May 2023
Fed Tightening and the Inflation Outlook
3:16
Portfolio Manager Kurt Halvorson appeared on TD Ameritrade's Morning Trade Live discussing how the Federal Reserve's (Fed) tightening campaign is progressing in the fight against inflation, and how deflationary forces may tip the scales toward lower inflation later this year.
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Should the Fed Maintain Elevated Interest Rates? 13 December 2023
John Bellows, Portfolio Manager at Western Asset, turns the tables on CNBC questioning why, given Core PCE and inflation numbers, the Fed needs to maintain elevated interest rates at all.
1:20
John Bellows, Portfolio Manager at Western Asset, turns the tables on CNBC questioning why, given Core PCE and inflation numbers, the Fed needs to maintain elevated interest rates at all.
1:20
What’s Ahead for Growth in 2024? 13 December 2023
John Bellows, Portfolio Manager at Western Asset, was on CNBC discussing what he thinks is a likely moderation in economic growth ahead, and why this does not necessarily mean recession.
1:01
John Bellows, Portfolio Manager at Western Asset, was on CNBC discussing what he thinks is a likely moderation in economic growth ahead, and why this does not necessarily mean recession.
1:01
Munis Offer Attractive Opportunities Beyond Cash 6 October 2023
Robert Amodeo, Head of Municipals at Western Asset, was on CNBC discussing the wealth of opportunities for Muni investors today given higher rates and falling inflation.
3:14
Robert Amodeo, Head of Municipals at Western Asset, was on CNBC discussing the wealth of opportunities for Muni investors today given higher rates and falling inflation.
3:14
Attractive Yields Abound 4 October 2023
On CNBC, John Bellows described how investors currently have an opportunity to lock in attractive yields of around 5% in 10- and 30-year US Treasuries, and there are also value opportunities to generate even higher yields in high-quality spread sectors.
1:31
On CNBC, John Bellows described how investors currently have an opportunity to lock in attractive yields of around 5% in 10- and 30-year US Treasuries, and there are also value opportunities to generate even higher yields in high-quality spread sectors.
1:31
Inflation Approaching Fed Target 4 October 2023
John Bellows was on CNBC discussing the recent decline in inflation and what it means for rates. With much of the bad economic news already priced in to the market, John sees potential for yields to move significantly lower.
4:43
John Bellows was on CNBC discussing the recent decline in inflation and what it means for rates. With much of the bad economic news already priced in to the market, John sees potential for yields to move significantly lower.
4:43
Fed Pauses as Inflation Measures Closer to Target 20 September 2023
John Bellows joined CNBC’s Power Lunch panel to discuss the latest Federal Open Market Committee (FOMC) meeting, reinforcing our view that with inflation moderating and growth slowing, a Federal Reserve (Fed) pause should be appropriate.
1:41
John Bellows joined CNBC’s Power Lunch panel to discuss the latest Federal Open Market Committee (FOMC) meeting, reinforcing our view that with inflation moderating and growth slowing, a Federal Reserve (Fed) pause should be appropriate.
1:41
Advanced Technologies and Muni Market Analysis 13 September 2023
Robert Amodeo, Head of Municipals at Western Asset, was on Bloomberg TV discussing how incorporating the use of new machine learning algorithms along with good old-fashioned human judgment may help us to identify mispricing and trends in the muni market ahead of the competition.
3:46
Robert Amodeo, Head of Municipals at Western Asset, was on Bloomberg TV discussing how incorporating the use of new machine learning algorithms along with good old-fashioned human judgment may help us to identify mispricing and trends in the muni market ahead of the competition.
3:46
Long-Term US Growth Potential 25 August 2023
In addressing recent moves higher in yields, Bonnie Wongtrakool explains the importance of the US economy’s long-term growth potential, and how to protect against certain events that could arise as market dynamics evolve.
2:27
In addressing recent moves higher in yields, Bonnie Wongtrakool explains the importance of the US economy’s long-term growth potential, and how to protect against certain events that could arise as market dynamics evolve.
2:27
US Economic Slowdown & Fixed-Income Opportunity 25 August 2023
Bonnie Wongtrakool shares Western Asset’s view regarding when the US economy may start to slow down, and discusses opportunities and risks in fixed-income.
3:10
Bonnie Wongtrakool shares Western Asset’s view regarding when the US economy may start to slow down, and discusses opportunities and risks in fixed-income.
3:10
The Case for Credit 30 May 2023
Kurt Halvorson was on Morning Trade Live discussing Western Asset’s views regarding where along the yield curve investors can find attractive yield in a deflationary environment, and why we currently favor large cap banks and the energy sector.
1:37
Kurt Halvorson was on Morning Trade Live discussing Western Asset’s views regarding where along the yield curve investors can find attractive yield in a deflationary environment, and why we currently favor large cap banks and the energy sector.
1:37
Fed Tightening and the Inflation Outlook 30 May 2023
Portfolio Manager Kurt Halvorson appeared on TD Ameritrade's Morning Trade Live discussing how the Federal Reserve's (Fed) tightening campaign is progressing in the fight against inflation, and how deflationary forces may tip the scales toward lower inflation later this year.
3:16
Portfolio Manager Kurt Halvorson appeared on TD Ameritrade's Morning Trade Live discussing how the Federal Reserve's (Fed) tightening campaign is progressing in the fight against inflation, and how deflationary forces may tip the scales toward lower inflation later this year.
3:16
IMPORTANT DISCLOSURES AND COPYRIGHT INFORMATION
The opinions and views expressed in this video are as of 13 December 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 13 December 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 6 October 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 4 October 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 4 October 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 20 September 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 13 September 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 25 August 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 25 August 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 30 May 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.
The opinions and views expressed in this video are as of 30 May 2023. Such opinions are subject to change and may differ from others in the Firm, or the Firm as a whole. This video is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or product. Statements in this video should not be considered investment advice and are not intended to be relied upon as a factual prediction or forecast of future events or performance or a guarantee of future results. Likewise, past results are not indicative of future investment results. Employees and/or clients of Western Asset Management may have a position in the securities mentioned.