Podcast Episodes
Back to SearchUncovering Upside in a Defensive Stance
Episode 32
With concerns about an economic slowdown, TCW has taken a defensive positioning across strategies. On this week's Focus on Fixed Income podcast, Host…
2 years, 2 months ago
Emerging Markets: Strategic Importance in a Multipolar World
Episode 31
The Emerging Markets opportunity has transformed from one of convergence with the developed world to one of strategic importance and diversification.…
2 years, 3 months ago
ESG’s Evolution – Redefining Environmental Social Governance
Episode 30
TCW's Head of Retail Distribution Keith VanOrden speaks with TCW’s Global Head of Sustainable Investment Jamie Franco about the “challenging conversa…
2 years, 3 months ago
Explosion in Esoteric ABS issuance
Episode 29
Issuance of asset-backed securities has boomed over the past year. Is this an expansion of the opportunity set, or an example of late-cycle behavior?…
2 years, 3 months ago
Euro Credit Market: A Beacon of Economic Divergence?
Episode 28
As European policymakers prepare to diverge from the Federal Reserve by cutting interest rates, Corporate Credit Trader Mike Carrion and Senior Cred…
2 years, 3 months ago
Uncertainties Loom Over IMF's Spring Meeting
Episode 27
The IMF’s annual spring conference was punctuated by geopolitical and economic threats globally, and in this episode of TCW’’s “Investment Perspectiv…
2 years, 4 months ago
Commercial Real Estate – Emerging Opportunities During the Long, Hard Slog
Episode 26
On this week’s edition of “Focus On Fixed Income” TCW’s Jerry Cudzil discusses investment opportunities within the commercial real estate market with…
2 years, 4 months ago
Is It Too Late to Start Investing in AI?
Episode 25
The market had a historically strong year in 2023, fueled to a large degree by tech stocks and Artificial Intelligence stocks in particular. AI is co…
2 years, 4 months ago
Swiss Cheese Covenants Are Beginning to Spoil
Episode 24
Bond covenants are critically important protection for investors. Generalist Portfolio Manager Jerry Cudzil and Co-Head of Global Credit Steve Purdy …
2 years, 4 months ago
Invirtiendo en un futuro mejor: Finanzas sostenibles en Latinoamérica y el Caribe
Episode 23
RECORDED IN SPANISH. TRANSCRIPT AVAILABLE IN ENGLISH.
Bonos verdes, sociales, sostenibles y otros instrumentos de deuda orientados a la sostenibilidad…
2 years, 5 months ago