Artwork

Content provided by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

A Meaningful Swoon in Inflation

14:35
 
Share
 

Manage episode 328367732 series 2408643
Content provided by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
According to Director of Global Macro Research Francis Scotland, it is difficult to imagine the U.S. economy will not experience at least an intense period of softness or weakness, or even a brief recession, over the next several months. As he and Senior Vice President – Investment Specialist Katie Klingensmith discuss in this podcast, the Russia-Ukraine war’s impact on energy prices and growth in Europe, China’s ongoing battle against Covid, and the erosion of real incomes caused by high inflation are conspiring to create a dismal global growth trajectory. Correspondingly, a meaningful swoon in inflation later this year also may be on the table. They discuss how these developments could in turn affect bond investors.
  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 328367732 series 2408643
Content provided by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
According to Director of Global Macro Research Francis Scotland, it is difficult to imagine the U.S. economy will not experience at least an intense period of softness or weakness, or even a brief recession, over the next several months. As he and Senior Vice President – Investment Specialist Katie Klingensmith discuss in this podcast, the Russia-Ukraine war’s impact on energy prices and growth in Europe, China’s ongoing battle against Covid, and the erosion of real incomes caused by high inflation are conspiring to create a dismal global growth trajectory. Correspondingly, a meaningful swoon in inflation later this year also may be on the table. They discuss how these developments could in turn affect bond investors.
  continue reading

30 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide