TCW Investment Perspectives

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Private Credit: Market Dynamics Heading Into 2025

Épisode 44

jeudi 5 décembre 2024 • Durée 17:04

Rick Miller, founder and chief investment officer of TCW's Private Credit Group joins Product Specialist Will Lloyd on the TCW Investment Perspectives Podcast to analyze the private credit market - from the implications of potential tariffs to the prospect for defaults.

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Tactical Approaches to Fixed Income in Today's Market

Épisode 43

mardi 19 novembre 2024 • Durée 17:37

In this episode of the TCW Investment Perspectives Podcast hosted by Dave Vick, Jerry Cudzil and Jeff Katz analyze fixed income markets following the U.S. Presidential election and TCW’s strategic positioning to capture opportunities across sectors.

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The Long and Short of Trump 2.0

Épisode 42

jeudi 7 novembre 2024 • Durée 12:58

Dave Vick hosts Michael Reilly, Bryan Whalen, and Penny Foley for a roundtable discussion on the global financial impacts of the 2024 U.S. elections on Equities, Fixed Income, and Emerging Markets.

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A Market Overshoot?

Épisode 41

jeudi 17 octobre 2024 • Durée 13:46

China's stimulus package and the unexpectedly strong U.S. payrolls report have ignited swift and dramatic market reactions. But do these headlines truly shift the narrative, or are we witnessing an overcorrection? Join Dave Vick, Lin Jing Leong, and Ruben Hovhannisyan as they delve into the data, question its reliability, and explore the potential long-term impact on the world’s two largest economies.

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Climate and Consequences: Takeaways from NYC Climate Week

Épisode 40

vendredi 4 octobre 2024 • Durée 20:00

Does rising debt mean countries will struggle to fund climate action? Sonja Gibbs, Head of Sustainable Finance at the Institute of International Finance, joins TCW's Cindy Paladines and Jamie Franco to discuss this critical issue. Fresh off New York's Climate Week, Gibbs, Franco and Paladines share how fiscal challenges and environmental goals intersect, highlighting the need for collaboration between governments, private capital, and development banks to finance the transition to net-zero.

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The Real AI ROI: Fact or Fiction?

Épisode 38

lundi 23 septembre 2024 • Durée 15:30

Artificial Intelligence (AI) is transforming industries, but where’s the return on investment? TCW’s Michael Reilly, Bo Fifer, and Evan Feagans dive into the gap between sky-high expectations and what’s really driving the growth of AI stocks. From the summer’s tech selloff to their view on fundamentals, they explore what is driving the next phase of growth. Tune in to discover whether AI’s ROI is already here —or if it’s still on the horizon.

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Quick Take: A Fed Divided

Épisode 39

jeudi 19 septembre 2024 • Durée 08:59

The Federal Reserve’s 50-basis point rate cut was one of the central bank’s most hotly debated moves in years, with market participants searching for direction and a policymaking board clearly at odds. Minutes after Fed Chairman Jerome Powell wrapped up his press conference, TCW experts shared their first thoughts, predicting an aggressive pace of monetary easing with more cuts already on the way. Join Anisha Goodly as she hosts Jerry Cudzil, Jamie Patton, and Brian Gelfand in the latest episode of TCW’s Focus on Fixed Income, exploring how they are capitalizing on the shift this presents for fixed-income investors.

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Ease on Down the Road

Épisode 37

jeudi 12 septembre 2024 • Durée 15:12

The Federal Reserve stands at a crossroads, poised to make its most consequential decision in years. Will rate cuts deliver the economic jolt everyone's hoping for, or are we in for a bumpier ride? Join TCW's David Vick as he sits down with Global Rates experts Jamie Patton and Bret Barker on what's really at stake for bond markets and beyond. From investor reaction to potential economic pitfalls, they're breaking down the Fed's next move and its ripple effects through 2025. Hit play for your financial GPS through the twists and turns ahead.

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Signals from The Checkout Lane

Épisode 36

lundi 26 août 2024 • Durée 16:10

With cautious shoppers hunting for bargains and avoiding big-ticket purchases, major retailers are witnessing a slowdown. Join TCW's Focus on Fixed Income experts as they explore why these trends raise critical questions about the broader economic outlook and whether the Federal Reserve's hopes for a soft landing are at risk. Hosted by David Vick, with guests Steven Purdy and Tania Salomon from Los Angeles.

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Recession Roulette

Épisode 35

mardi 6 août 2024 • Durée 14:12

The telltale signs of the U.S. sliding into a recession have ripped through global markets, with bond yields vacillating amid a broad repricing of frothy stock valuations. Listen to TCW's fixed income experts as they discuss the Federal Reserve's option to call an emergency meeting, aggressive policy measures to halt market hemorrhaging, and whether we're facing a new global financial crisis. David Vick hosts with guests Jerry Cudzil and Bret Barker in Los Angeles.

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TCW Investment Perspectives – Détails, épisodes et analyse

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