リサーチ - 動画配信


26 September 2019
4Q19 Market & Strategy Update With CIO Ken Leech
47 minutes
Western Asset CIO Ken Leech discusses the challenges facing investors given the global low-growth environment, the ubiquity of low and negative interest rates, and the persistence of stubbornly low inflation. He describes the importance of central banks reaffirming their commitments to maintaining the expansion, with many shifting their approaches to focus on realized inflation. Mr. Leech also outlines the Firm’s outlook for domestic and global growth as well as the Firm’s latest investment strategies.

19 September 2019
Markets On Edge With Deputy CIO Michael Buchanan
34 minutes
Western Asset Deputy CIO Michael Buchanan and Product Specialist Robert Abad collaborate to help investors connect the dots between today’s market headlines and Western Asset’s macro views. They discuss the Firm’s base case and portfolio positioning in light of the many risks keeping “markets on edge,” and take a deep dive into where we are within the current credit cycle.

27 June 2019
3Q19 Market & Strategy Update With CIO Ken Leech
54 minutes
Western Asset CIO Ken Leech discusses the downshift of global growth, central banks’ collective efforts to maintain the expansion and their shift to start focusing on core inflation outcomes. He describes the weakening of global manufacturing activity in the face of unresolved trade issues and other downside risks to the global economy. Mr. Leech also outlines the Firm’s outlook for domestic and global growth as well as the Firm’s latest investment strategies, including our approaches to high-yield and investment-grade credit in the current environment.

4 April 2019
2Q19 Market & Strategy Update With CIO Ken Leech
51 minutes
Western Asset CIO Ken Leech describes how the major theme for the Firm's current outlook is based upon our belief that while global growth has downshifted, we expect it to remain sturdy. He stresses the importance of continued monetary policy support, as the Federal Reserve and other central banks—seeing no imminent threat of rising inflation—have declared that their "overarching goal" is to extend the economic expansion. Mr. Leech also outlines the Firm’s latest investment strategies, including the opportunities we continue to see in emerging markets, especially after the downturn in late-2018.

21 March 2019
Trusting Our Convictions
39 minutes
In this webcast, Deputy Chief Investment Officer Michael Buchanan discusses opportunities in the global fixed-income market and the challenges that lie ahead after a volatile 2018.

10 January 2019
1Q Market & Strategy Update With CIO Ken Leech
54 minutes
Western Asset CIO Ken Leech discusses the Firm’s cautious optimism for the ongoing global economic recovery. He reviews the impact of the recent inconsistent messaging from the Federal Reserve, how employment and wage data appear to be slowly but surely improving and headwinds that include the unresolved US-China trade issues and persistently low inflation worldwide. He also outlines the Firm’s latest investment strategies, including the opportunities we continue to see in emerging markets.

オンラインプレゼンテーション
ウエスタン・アセットが投資家の皆様向けに開催したオンラインプレゼンテーション(ウェブ説明会)の動画を配信しております。説明に使用した資料、議事録のダウンロードもいただけます。(英語のみのご提供)
4Q19 Market & Strategy Update With CIO Ken Leech  26 September 2019
Western Asset CIO Ken Leech discusses the challenges facing investors given the global low-growth environment, the ubiquity of low and negative interest rates, and the persistence of stubbornly low inflation. He describes the importance of central banks reaffirming their commitments to maintaining the expansion, with many shifting their approaches to focus on realized inflation. Mr. Leech also outlines the Firm’s outlook for domestic and global growth as well as the Firm’s latest investment strategies.
47 minutes
Markets On Edge With Deputy CIO Michael Buchanan  19 September 2019
Western Asset Deputy CIO Michael Buchanan and Product Specialist Robert Abad collaborate to help investors connect the dots between today’s market headlines and Western Asset’s macro views. They discuss the Firm’s base case and portfolio positioning in light of the many risks keeping “markets on edge,” and take a deep dive into where we are within the current credit cycle.
34 minutes
3Q19 Market & Strategy Update With CIO Ken Leech  27 June 2019
Western Asset CIO Ken Leech discusses the downshift of global growth, central banks’ collective efforts to maintain the expansion and their shift to start focusing on core inflation outcomes. He describes the weakening of global manufacturing activity in the face of unresolved trade issues and other downside risks to the global economy. Mr. Leech also outlines the Firm’s outlook for domestic and global growth as well as the Firm’s latest investment strategies, including our approaches to high-yield and investment-grade credit in the current environment.
54 minutes
2Q19 Market & Strategy Update With CIO Ken Leech  4 April 2019
Western Asset CIO Ken Leech describes how the major theme for the Firm's current outlook is based upon our belief that while global growth has downshifted, we expect it to remain sturdy. He stresses the importance of continued monetary policy support, as the Federal Reserve and other central banks—seeing no imminent threat of rising inflation—have declared that their "overarching goal" is to extend the economic expansion. Mr. Leech also outlines the Firm’s latest investment strategies, including the opportunities we continue to see in emerging markets, especially after the downturn in late-2018.
51 minutes
Trusting Our Convictions  21 March 2019
In this webcast, Deputy Chief Investment Officer Michael Buchanan discusses opportunities in the global fixed-income market and the challenges that lie ahead after a volatile 2018.
39 minutes
1Q Market & Strategy Update With CIO Ken Leech  10 January 2019
Western Asset CIO Ken Leech discusses the Firm’s cautious optimism for the ongoing global economic recovery. He reviews the impact of the recent inconsistent messaging from the Federal Reserve, how employment and wage data appear to be slowly but surely improving and headwinds that include the unresolved US-China trade issues and persistently low inflation worldwide. He also outlines the Firm’s latest investment strategies, including the opportunities we continue to see in emerging markets.
54 minutes

IMPORTANT DISCLOSURES AND COPYRIGHT INFORMATION

You will be asked to Log In or Register when launching a webcast. The Log In for webcasts is separate from the westernasset.com Log In. Please contact us with any questions.
© Western Asset Management Company
You will be asked to Log In or Register when launching a webcast. The Log In for webcasts is separate from the westernasset.com Log In. Please contact us with any questions.
© Western Asset Management Company
You will be asked to Log In or Register when launching a webcast. The Log In for webcasts is separate from the westernasset.com Log In. Please contact us with any questions.
© Western Asset Management Company
You will be asked to Log In or Register when launching a webcast. The Log In for webcasts is separate from the westernasset.com Log In. Please contact us with any questions.
© Western Asset Management Company
You will be asked to Log In or Register when launching a webcast. The Log In for webcasts is separate from the westernasset.com Log In. Please contact us with any questions.
© Western Asset Management Company
You will be asked to Log In or Register when launching a webcast. The Log In for webcasts is separate from the westernasset.com Log In. Please contact us with any questions.
© Western Asset Management Company