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8 January 2025
1Q25 Market and Strategy Update
56:41 minutes
Please join us for Western Asset’s 1Q25 Market & Strategy Update webcast. CIO Michael Buchanan will discuss our global outlook for 2025. He will provide insights regarding our expectations for global growth and inflation, central bank policy, real rates and yield curves. Michael will also delve into the effects of the new US administration’s proposed protectionist policies across global economies as well as our outlooks for the various fixed-income sectors. Catherine Matthews will moderate the session.
7 November 2024
Post-Election Strategy Update-US Core and Core Plus
1:01:40 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.
17 October 2024
The Fed and Liquidity Markets: Past the Turning Point
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.
2 October 2024
4Q24 Market and Strategy Update
57:45 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.
25 July 2024
Macro Opportunities Strategy Update—Navigating Rate Cuts and Election Volatility
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.
24 July 2024
The Fed & Liquidity Markets: Edging Toward Steady Progress
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.
11 July 2024
3Q24 Market & Strategy Update
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.
23 April 2024
Macro Opportunities Strategy Update—Navigating the Rate Cut Landscape
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.
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.
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1Q25 Market and Strategy Update 8 January 2025
Please join us for Western Asset’s 1Q25 Market & Strategy Update webcast. CIO Michael Buchanan will discuss our global outlook for 2025. He will provide insights regarding our expectations for global growth and inflation, central bank policy, real rates and yield curves. Michael will also delve into the effects of the new US administration’s proposed protectionist policies across global economies as well as our outlooks for the various fixed-income sectors. Catherine Matthews will moderate the session.
56:41 minutes
Please join us for Western Asset’s 1Q25 Market & Strategy Update webcast. CIO Michael Buchanan will discuss our global outlook for 2025. He will provide insights regarding our expectations for global growth and inflation, central bank policy, real rates and yield curves. Michael will also delve into the effects of the new US administration’s proposed protectionist policies across global economies as well as our outlooks for the various fixed-income sectors. Catherine Matthews will moderate the session.
56:41 minutes
Post-Election Strategy Update-US Core and Core Plus 7 November 2024
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.
1:01:40 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.
1:01:40 minutes
The Fed and Liquidity Markets: Past the Turning Point 17 October 2024
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.
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.
53:30 minutes
4Q24 Market and Strategy Update 2 October 2024
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.
57:45 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.
57:45 minutes
Macro Opportunities Strategy Update—Navigating Rate Cuts and Election Volatility 25 July 2024
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.
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.
42:43 minutes
The Fed & Liquidity Markets: Edging Toward Steady Progress 24 July 2024
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.
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.
53:03 minutes
3Q24 Market & Strategy Update 11 July 2024
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.
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.
58:30 minutes
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.
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.
46:19 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
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
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
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
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
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
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
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© Western Asset Management Company
© 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
© 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
© 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
© 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
© 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
© 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
© 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
© 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
© 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
© 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
© 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
© 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
© 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
© Western Asset Management Company