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23 April 2024
Macro Opportunities Strategy Update—Navigating the Rate Cut Landscape
45:38 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.

18 April 2024
PM Exchange—Positioning for Potential Outcomes in the 2024 Post-Cash Era
43:43 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.

11 April 2024
The Fed and Liquidity Markets: Maintaining Balance
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.

4 April 2024
2Q24 Market & Strategy Update
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.

28 February 2024
Strategy Update: US Core and Core Plus
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.

23 January 2024
The Fed & Liquidity Markets—The Year Begins with Cautious Optimism
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.

18 January 2024
Macro Opportunities Strategy Update—The Impact of Global Optimism
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.

11 January 2024
1Q24 Market & Strategy Update
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.

7 November 2023
The Fed & Liquidity Markets: A Time to Wait and See
48:00 minutes
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.

31 October 2023
Strategy Update: US Core and Core Plus
46:00 minutes
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.

28 September 2023
4Q23 Market & Strategy Update
61 minutes
Co-CIO Ken Leech reviews the latest economic indicators fixed-income investors should be watching, along with our views on Fed policy, an update on the fight against inflation, our macro outlook for the rest of the year and more.

21 September 2023
Macro Opportunities Strategy Update—Focusing on Today's Macro Opportunities
41 minutes
Prashant Chandran and Joe Filicetti discuss implications of the current market environment on the Macro Opportunities strategy, and further discuss the strategy’s latest positioning, performance, and why we believe it’s well-positioned for the next 12-24 months.

7 September 2023
PM Exchange—The Compelling Case for Credit and Higher-Quality Bonds
53 minutes
The credit markets rebounded considerably after last year’s rout, but now spreads are tighter and quality matters more than ever. On this PM Exchange webcast, we’ll drill down on our views regarding valuations and fundamentals for agency mortgage-backed securities (MBS), investment-grade credit and a sector under a tremendous amount of pressure, commercial MBS (CMBS)—as well as where we’re seeing opportunities.

10 August 2023
Strategy Update: US Core and Core Plus
57 minutes
Western Asset’s Mark Lindbloom and Travis Carr discuss the strategies’ latest positioning and performance, as well as our views on inflation, interest rates and where we see opportunities.

18 July 2023
The Fed & Liquidity Markets: How Much Left to Do?
47 minutes
Western Asset’s Kevin Kennedy and Julien Scholnick discuss a potential inflection point in Federal Reserve policy from a broad market and liquidity perspective. Matt Jones moderates the session.

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Macro Opportunities Strategy Update—Navigating the Rate Cut Landscape  23 April 2024
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.
45:38 minutes
PM Exchange—Positioning for Potential Outcomes in the 2024 Post-Cash Era  18 April 2024
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.
43:43 minutes
The Fed and Liquidity Markets: Maintaining Balance  11 April 2024
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.
52:15 minutes
2Q24 Market & Strategy Update  4 April 2024
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.
59:19 minutes
Strategy Update: US Core and Core Plus  28 February 2024
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.
48:00 minutes
The Fed & Liquidity Markets—The Year Begins with Cautious Optimism  23 January 2024
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.
49:00 minutes
Macro Opportunities Strategy Update—The Impact of Global Optimism  18 January 2024
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.
44:00 minutes
1Q24 Market & Strategy Update  11 January 2024
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.
60:51 minutes
The Fed & Liquidity Markets: A Time to Wait and See  7 November 2023
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.
48:00 minutes
Strategy Update: US Core and Core Plus  31 October 2023
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.
46:00 minutes
4Q23 Market & Strategy Update  28 September 2023
Co-CIO Ken Leech reviews the latest economic indicators fixed-income investors should be watching, along with our views on Fed policy, an update on the fight against inflation, our macro outlook for the rest of the year and more.
61 minutes
Macro Opportunities Strategy Update—Focusing on Today's Macro Opportunities  21 September 2023
Prashant Chandran and Joe Filicetti discuss implications of the current market environment on the Macro Opportunities strategy, and further discuss the strategy’s latest positioning, performance, and why we believe it’s well-positioned for the next 12-24 months.
41 minutes
PM Exchange—The Compelling Case for Credit and Higher-Quality Bonds  7 September 2023
The credit markets rebounded considerably after last year’s rout, but now spreads are tighter and quality matters more than ever. On this PM Exchange webcast, we’ll drill down on our views regarding valuations and fundamentals for agency mortgage-backed securities (MBS), investment-grade credit and a sector under a tremendous amount of pressure, commercial MBS (CMBS)—as well as where we’re seeing opportunities.
53 minutes
Strategy Update: US Core and Core Plus  10 August 2023
Western Asset’s Mark Lindbloom and Travis Carr discuss the strategies’ latest positioning and performance, as well as our views on inflation, interest rates and where we see opportunities.
57 minutes
The Fed & Liquidity Markets: How Much Left to Do?  18 July 2023
Western Asset’s Kevin Kennedy and Julien Scholnick discuss a potential inflection point in Federal Reserve policy from a broad market and liquidity perspective. Matt Jones moderates the session.
47 minutes

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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.
© 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.
© 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.
© 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.
© 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.
© 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.
© 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.
© 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.
© 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.
© 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.
© 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.
© 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.
© 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.
© 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.
© Western Asset Management Company