Around the Curve

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Around the Curve from Brandywine Global Investment Management is a resource for global macroeconomic research, as well as fixed income and equity thought leadership within the asset management industry.

Brandywine Global Investment Management, LLC


    • May 23, 2024 LATEST EPISODE
    • monthly NEW EPISODES
    • 18m AVG DURATION
    • 36 EPISODES


    Search for episodes from Around the Curve with a specific topic:

    Latest episodes from Around the Curve

    Inflation Picture Comes into Focus

    Play Episode Listen Later May 23, 2024 22:11


    picture inflation
    Looking Past Spreads for Opportunities in High Yield

    Play Episode Listen Later Apr 25, 2024 20:27


    opportunities spreads high yield looking past
    A Bull or Bear Outlook for the Dollar?

    Play Episode Listen Later Mar 22, 2024 27:09


    bear outlook dollar bull
    Attractive Starting Point for Multi-Asset Fixed Income

    Play Episode Listen Later Mar 15, 2024 18:42


    attractive starting point fixed income multi asset
    Credit Roundtable: Finding Opportunities Requires Patience and Persistence

    Play Episode Listen Later Feb 12, 2024 34:43


    roundtable credit persistence requires finding opportunities
    What Does a Soft Landing Mean for Bonds?

    Play Episode Listen Later Jan 30, 2024 22:34


    bonds soft landing
    Inflation in Full Retreat

    Play Episode Listen Later Dec 7, 2023 14:16


    inflation retreat
    Valuations and Carry Limit Asian Fixed Income

    Play Episode Listen Later Nov 20, 2023 16:50


    asian limit valuations fixed income
    Navigating Global Equity Markets

    Play Episode Listen Later Nov 10, 2023 23:47


    navigating equity markets global equities
    Credit Roundtable: What Comes Next for Corporate Credit?

    Play Episode Listen Later Oct 9, 2023 30:22


    corporate roundtable credit
    Yield Curve Dynamics and the Case for Duration

    Play Episode Listen Later Sep 8, 2023 21:25


    dynamics yield curve
    Emerging Markets Reach Fork in the Road

    Play Episode Listen Later Aug 14, 2023 25:57


    reach emerging markets fork in the road
    Credit Roundtable: It Pays to Be Patient

    Play Episode Listen Later Jul 26, 2023 29:29


    patients roundtable credit pays
    Credit Roundtable: An Interesting Place to Be

    Play Episode Listen Later May 23, 2023 25:31


    roundtable credit
    Untangling the Sticky Situation with Inflation

    Play Episode Listen Later May 2, 2023 23:28


    inflation untangling sticky situations
    U.S. Dollar Growth Drivers Set to Reverse

    Play Episode Listen Later Feb 7, 2023 18:05


    growth dollar reverse drivers
    Where Credit Is Due

    Play Episode Listen Later Nov 10, 2022 17:19


    credit
    Much Ado about Inflation

    Play Episode Listen Later Oct 18, 2022 6:27


    inflation much ado
    The U.S. Dollar Defies Gravity

    Play Episode Listen Later Aug 25, 2022 14:05


    dollar gravity
    Emerging Markets Test Inflation Credentials

    Play Episode Listen Later Jul 7, 2022 14:58


    inflation credentials emerging markets
    A Meaningful Swoon in Inflation

    Play Episode Listen Later May 13, 2022 14:35


    inflation meaningful swoon
    Yield Curve Signal: SOS or Smooth Sailing?

    Play Episode Listen Later Apr 26, 2022 22:00


    signal yield curve smooth sailing
    The Fed's Difficult Balancing Act

    Play Episode Listen Later Apr 18, 2022 21:08


    difficult balancing act
    Global Uncertainty Creates Domestic Opportunity in U.S. High Yield

    Play Episode Listen Later Mar 22, 2022 17:18


    opportunities global uncertainty creates domestic high yield
    Not Your Normal Inflation

    Play Episode Listen Later Jan 31, 2022 18:37


    normal inflation
    Podcast: High Time for High Yield?

    Play Episode Listen Later Dec 1, 2021 16:55


    high yield high time
    PRI Podcast: ESG in Credit Risk and Ratings

    Play Episode Listen Later May 29, 2020 19:00


    ratings credit risk
    ESG Factors Are Inherent to Our Fundamental Equity Team's Process

    Play Episode Listen Later Nov 10, 2019 23:56


    equity factors fundamental inherent
    What Will It Take to Trade Places in 2019?

    Play Episode Listen Later Jan 14, 2019 15:33


    trade places
    Synchronization versus Desynchronization

    Play Episode Listen Later Oct 31, 2018 11:55


    synchronization
    Nothing Moves in a Straight Line

    Play Episode Listen Later Jun 25, 2018 14:07


    straight line
    Will the Election Affect Progress in Mexico?

    Play Episode Listen Later Jun 7, 2018 9:31


    mexico elections progress affect
    What Are Markets Focusing On?

    Play Episode Listen Later Apr 18, 2018 12:27


    focusing markets
    Macro Meets Micro

    Play Episode Listen Later Feb 19, 2018 9:10


    micro macro
    Are Central Banks Behind the Curve?

    Play Episode Listen Later Jan 15, 2018 8:22


    central banks behind the curve
    Japan: Are Abe’s Three Arrows At Work?

    Play Episode Listen Later Nov 12, 2017 11:47


    japan arrows

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