Podcast Episodes
Back to SearchStressed Out: Rate Hikes Pushing Up Corporate Defaults
Episode 12
Drew Sweeney and Ken Toshima discuss the recent pick up in default rates and downgrades in leveraged loans, reflecting a clear stress on smaller corp…
2 years, 11 months ago
Turning Tides in EM Local Currency
Episode 11
Anisha Goodly and Jae Lee discuss the effects of volatility in EM Local Currency and where TCW expects to find growth as we near the end of interest …
3 years ago
The Fed and Inflation: Making Progress
Episode 10
Jamie Patton discusses the Fed’s rate path, why elevated inflation is persistent, and how TCW is thinking about volatility and portfolio positioning.
3 years, 1 month ago
Emerging Markets Mid-Year Outlook: Room to Grow
Episode 9
Anisha Goodly and Christopher Hays discuss TCW’s constructive view on emerging markets as we move into the second half of the year, focusing on valua…
3 years, 1 month ago
Will AI Revolutionize Sustainability?
Episode 8
Cindy Paladines and Evan Feagans discuss the prospects and sustainability challenges associated with AI and how this technology will continue to infl…
3 years, 1 month ago
Russia in a New Time of Troubles
Episode 7
Anisha Goodly talks with Blaise Antin about the economic and political implications of the latest developments in Russia, as well as the market oppor…
3 years, 2 months ago
Emerging Markets Outlook: No Quick Fixes for Africa
Episode 6
Anisha Goodly and Brett Rowley discuss the African Development Bank meetings, key drivers of recent economic growth throughout the region, and invest…
3 years, 3 months ago
Emerging Markets Outlook on Post-Pandemic China
Episode 5
Anisha Goodly, Emerging Markets Portfolio Specialist, and Dave Loevinger, Asia Sovereign Analyst, discuss Dave's first trip back to China since the C…
3 years, 3 months ago
IMF Spring Meetings Recap
Episode 4
Emerging Markets Portfolio Specialist Anisha Goodly is joined by Asia Sovereign Analyst Dave Loevinger and Middle East and Africa Analyst Brett Rowle…
3 years, 3 months ago
2023 Sustainability Outlook
Episode 3
Jamie Franco and Harun Dogo, co-heads of TCW’s Sustainable Investment Group, discuss recent policy actions that are transforming sustainable investme…
3 years, 3 months ago