Targets 'the three Cs'
Colleagues at BCA Research
The synchronised global recovery may have finally arrived, but that does not mean global bond investors are exempt from challenges in their search for income.
Expect nuanced performance
Global credit markets under strain
A fresh flight to safety will ensure government bond yields break through "crazy" record lows again in 2015, Brandywine bond manager Regina Borromeo has said.
Equity valuations have been distorted by asset price inflation following QE, and the market is awash with the evidence, says BBH's Regina Lombardi.
Legg Mason has launched an offshore version of its Legg Mason Income Optimiser fund, also to be managed by Regina Borromeo.
The events of the past few years have led many investors to prepare for a failing global economy, but is this a risky strategy?
Brian Hess, manager of the $998m Legg Mason Brandywine Global Fixed Income fund, has upped exposure to Mexican and South African government debt to drive returns in volatile markets.
In the latest Conjecture debate, our panelists from Legg Mason subsidiary Brandywine Global and Newscape Capital Group discussed Currencies.