TCW Investment Perspectives

Jamie Patton discusses the Fed’s rate path, why elevated inflation is persistent, and how TCW is thinking about volatility and portfolio positioning. 

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 valuations, risks and mitigations, and the diverse market opportunities ahead.

Cindy Paladines and Evan Feagans discuss the prospects and sustainability challenges associated with AI and how this technology will continue to influence sectors, regulations, and sustainable investment themes. 

Anisha 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.

Anisha Goodly and Brett Rowley discuss the African Development Bank meetings, key drivers of recent economic growth throughout the region, and investment opportunities we're looking for alongside sustainable development goals.

Anisha Goodly, Emerging Markets Portfolio Specialist, and Dave Loevinger, Asia Sovereign Analyst, discuss Dave's first trip back to China since the COVID-19 pandemic, with key observations on China’s recent growth, US-China and China-Taiwan relations, and potential risks at hand.

Emerging Markets Portfolio Specialist Anisha Goodly is joined by Asia Sovereign Analyst Dave Loevinger and Middle East and Africa Analyst Brett Rowley to discuss key takeaways from the recent IMF World Bank spring meetings.

Jamie Franco and Harun Dogo, co-heads of TCW’s Sustainable Investment Group, discuss recent policy actions that are transforming sustainable investment outlook, as well as how firms and regulators are responding to these changes.

Diane Jaffee discusses her outlook for equity markets as we enter 2023, and provides insights as to why value is outperforming growth in the current environment.

Anisha Goodly, Emerging Markets Portfolio Specialist, is joined by Dave Loevinger, Asia Sovereign Analyst, to discuss market outlook on China, the possibility of renewed economic growth in 2023, and the impact President Xi’s power consolidation may have on the economy and policy.