Shows
TCW Investment PerspectivesThe State of Emerging Markets Amid Global DiscordHow are global markets and governments responding to the storm of policies and rhetoric coming from Washington? Join Managing Director David Vick as he goes around the world with Anisha Goodly, TCW managing director and Head of the EM/Global Portfolio Specialist Team , and Blaise Antin, TCW managing director and head of the sovereign research team.2025-02-2117 minTCW Investment PerspectivesEuropean Political Shifts: Navigating Market Turbulence?As the left-wing secures an unexpected win in France and the Labour Party reclaims Downing Street in the UK, host Anisha Goodly sits down with TCW Global Rates Strategist Nick Verdi and EM Sovereign Research Head Blaise Antin to discuss the resulting market impact, potential fiscal challenges, along with implications for bond and currency investors.2024-07-2219 minTCW Investment PerspectivesUncertainties Loom Over IMF's Spring MeetingThe IMF’s annual spring conference was punctuated by geopolitical and economic threats globally, and in this episode of TCW’’s “Investment Perspectives” Senior Sovereign Analyst Brett Rowley and Head of Sovereign Research Blaise Antin reveal the key takeaways to Anisha Goodly about what’s facing investors as we head to the midway point of 2024.2024-05-0218 minTCW Investment PerspectivesRussia in a New Time of TroublesAnisha Goodly talks with Blaise Antin about the economic and political implications of the latest developments in Russia, as well as the market opportunities created across the broader Emerging European region.2023-06-2918 min
FICC FocusPutin's War Has EM Creditors Singing Bond Market Blues: EM LensIn this month's EM Lens & Look-Through podcast, host and BI Chief EM Fixed Income Strategist Damian Sassower is joined by Blaise Antin, Managing Director & Head of Sovereign Research at TCW Group. Antin shares his outlook for emerging-markets following Vladimir Putin's war in Ukraine. From rising geopolitical risk to global monetary policy tightening, emerging-market debt performance should remain volatile.2022-03-2536 min