Featured Insights


Chart of the Week

DIVIDEND STOCKS: TIMELY VALUE

Chart inspired by QS Investors. Source: Bloomberg, as of 5/26/20. RHS = Right hand scale. LHS = Left hand scale. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

Dividend stocks: Timely value

Chart of the Week

Market Snapshot

Oil Shock: The Energy Sector and Beyond

The collapse in oil prices has added to market dislocations and uncertainty associated with the coronavirus pandemic.


Featured Insights

Market Outlook
May 11
Market Outlook

Around the Curve

Depression, Recovery and the Risk of Time

May 11, 2020

The longer economic activity stays below normal, the greater the potential for irreversible deflationary feedback effects.

Market Outlook
Apr 29
Market Outlook

Monthly review

COVID-19: Fixed Income Update

April 29, 2020

Brandywine Global examines the recent impact on various bond sectors from COVID-19 pandemic.

Market Outlook
Apr 28
Market Outlook

Around the Curve

EM: Hit Me One More Time

April 28, 2020

Slowing growth, de-globalization, and higher savings rates may warrant greater caution and selectivity with respect to emerging markets debt over the next decade.

Market Outlook
Apr 13
Market Outlook

Around the Curve

COVID-19: Unintended Consequences

April 13, 2020

The global economy will see permanent changes to societal, corporate, and institutional behavior. What are the impact and implications for global investing?

Investment Insights
Apr 06
Investment Insights

March Update: From Treasuries to Corporates

April 06, 2020

Given the swift collapse in spreads, the valuation opportunity within investment grade corporates may be temporary.

Market Outlook
Apr 03
Market Outlook

Around the Curve

The End of the World As We Know It?

April 03, 2020

While the coronavirus commands the headlines, one can't understand the global economy's prospects in the months ahead without considering the state of the oil market, too.

Market Outlook
Mar 24
Market Outlook

Around the Curve

Coronavirus Pandemic: Difficult Tradeoffs

March 24, 2020

On March 23, the Fed announced dramatic actions, both in initiative and scale. But the nature of the crisis may require even more innovative moves.

Market Outlook
Mar 17
Market Outlook

Around the Curve

Coronavirus Pandemic: Do Whatever It Takes

March 17, 2020

Policy responses to the pandemic are rapidly shifting to a “whatever it takes” semi-wartime mentality to stem panic and get through the economic upheaval.

Market Outlook
Mar 05
Market Outlook

Around the Curve

When to Fade the Coronavirus Fear Factor

March 05, 2020

The COVID-19 outbreak highlights the vulnerabilities created by two decades of unbridled globalization and the rapid flow of goods and people.

Market Outlook
Feb 18
Market Outlook

Around the Curve

The Ascent of Green Bonds

February 18, 2020

Bonds that meet environmental objectives are becoming increasingly popular.

Investment Insights
Feb 06
Investment Insights

Around the Curve

Global Growth and the Coronavirus

February 06, 2020

The potential impact of the new coronavirus on the world's economy.

Investment Insights
Jan 06
Investment Insights

Around the Curve

ESG and Bond Ratings: Opportunities in Credit Analysis

January 06, 2020

As a participant in working groups for the UN-supported Principles for Responsible Investment (UNPRI), Brandywine Global supports better clarity on how ratings agencies are integrating ESG into their analysis.

Investment Insights
Dec 18
Investment Insights

Around the Curve

Brexit: The Heavy Lifting Begins

December 18, 2019

Brexit has already affected the UK economy. The Conservative Party victory will only make matters more urgent.

Market Outlook
Dec 09
Market Outlook

Around the Curve

Monetary Conditions: Easier Said...

December 09, 2019

There's a lag before lower rates have their full effect, and the fruits of the current easing cycle by central banks should be clearer in 2020.

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