動画配信

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.