Brandywine Global

We believe in the power of value investing, looking beyond short-term, conventional thinking to pursue long-term value. For important disclosures, visit:

[Brandywine Global @BrandywineGIM]

From all of us at Brandywine Global, we wish you a happy holiday season!

[Brandywine Global @BrandywineGIM]

Looking ahead, fixed income investors will face elevated macroeconomic uncertainty. Head of Global Macro Strategy Paul Mielczarski expects policy shifts under the Trump administration to heavily influence bond market performance: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

With the US election outcome determined, the focus is now on the personnel and policies that are likely to shape the new narrative. Head of Global Macro Strategy Paul Mielczarski discusses the implications for markets: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

Under the incoming Trump administration, trade policy shifts could emerge quickly, potentially in 1Q or 2Q of 2025. Higher tariffs could produce a short-term bump in inflation while also generating a headwind to global growth: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

In the wake of the US election outcome, Head of Global Macro Strategy Paul Mielczarski discusses potential trade, immigration, and fiscal policy shifts and the potential impacts on inflation, growth, and fixed income and currency markets: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

US equity investors appear to be focusing on the market-boosting effects of the Trump agenda, but there is the potential for a substantial market dislocation from tough immigration enforcement action and constrained labor force growth: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

Immigration has been a strong tailwind to US growth over the last two years, but the new Trump administration could bring a seismic shift. Head of Global Macro Strategy Paul Mielczarski says markets may be underestimating the potential impact: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

While some experts contend Trump’s trade rhetoric is more of a negotiation tactic, Head of Global Macro Strategy Paul Mielczarski believes a significant increase in tariffs on China is likely as well as some tariffs against the EU: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

Looking ahead, fixed income investors will face elevated macroeconomic uncertainty. Head of Global Macro Strategy Paul Mielczarski expects policy shifts under the Trump administration to heavily influence bond market performance: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

With the US election outcome determined, the focus is now on the personnel and policies that are likely to shape the new narrative. Head of Global Macro Strategy Paul Mielczarski discusses the implications for markets: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

Under the incoming Trump administration, trade policy shifts could emerge quickly, potentially in 1Q or 2Q of 2025. Higher tariffs could produce a short-term bump in inflation while also generating a headwind to global growth: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

In the wake of the US election outcome, Head of Global Macro Strategy Paul Mielczarski discusses potential trade, immigration, and fiscal policy shifts and the potential impacts on inflation, growth, and fixed income and currency markets: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

US equity investors appear to be focusing on the market-boosting effects of the Trump agenda, but there is the potential for a substantial market dislocation from tough immigration enforcement action and constrained labor force growth: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

Immigration has been a strong tailwind to US growth over the last two years, but the new Trump administration could bring a seismic shift. Head of Global Macro Strategy Paul Mielczarski says markets may be underestimating the potential impact: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

While some experts contend Trump’s trade rhetoric is more of a negotiation tactic, Head of Global Macro Strategy Paul Mielczarski believes a significant increase in tariffs on China is likely as well as some tariffs against the EU: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

Looking ahead, fixed income investors will face elevated macroeconomic uncertainty. Head of Global Macro Strategy Paul Mielczarski expects policy shifts under the Trump administration to heavily influence bond market performance: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

Portfolio Manager Bill Zox outlines several issues with the rise in liability management exercises among corporate borrowers in this GARP article: https://t.co/3IME41RwzE

[Brandywine Global @BrandywineGIM]

With the US election outcome determined, the focus is now on the personnel and policies that are likely to shape the new narrative. Head of Global Macro Strategy Paul Mielczarski discusses the implications for markets: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

Under the incoming Trump administration, trade policy shifts could emerge quickly, potentially in 1Q or 2Q of 2025. Higher tariffs could produce a short-term bump in inflation while also generating a headwind to global growth: https://t.co/TOMTaz96Y8

[Brandywine Global @BrandywineGIM]

Portfolio Manager Jack McIntyre joins Chief Investment Officer to share his economic outlook and explain why term premia is more important to bond investors now: https://t.co/xzOIpfDR2H