Oct 13, 2017
In this podcast, Anujeet Sareen, fixed income portfolio manager at Brandywine Global chats with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters at the Legg Mason Investment Conference at Edinburgh October 3, 2017.
Ten years after the start of the Global Financial Crisis, Anujeet outlines why he is reasonably sanguine in his current investment outlook and outlines where he believes opportunities present themselves.
He considers some of the macro factors that are providing reasons for optimism, examines some of the challenges posed by the current central bank activity and summarises the current Brandywine Global asset allocation view.
About Anujeet Sareen
Anujeet Sareen is a portfolio manager for the firm's Global Fixed Income and related strategies. Prior to joining the firm in 2016, Anujeet was a managing director of global fixed income and a global macro strategist, as well as chair of the Currency Strategy Group at Wellington Management in Boston.
Over his 22-year career at Wellington (1994-2016), he held a variety of roles while cultivating extensive fixed income and currency management experience. Anujeet is a CFA® charterholder and earned a B.A. in Computer Science from Brown University.
Thomson Reuters Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
Disclaimer:
This material is provided for as market commentary and for
educational purposes only and does not constitute investment
research or advice. Thomson Reuters cannot be held responsible for
any direct or incidental loss resulting from applying any of the
information provided in this publication or from any other source
mentioned. Please consult with a qualified professional for
financial advice.