For Advisor Use OnlySee full disclaimer Subscribe to Advisor ToGo e-alerts
Senior Vice President, Portfolio Management, Brandywine Global Investment Management – Richard Lawrence’s role on the Global Fixed Income team includes portfolio implementation, research and communicating details of our investment strategies to clients, prospects and consultants. Previously, Richard managed Brandywine Globals institutional client service function, maintaining and enhancing relationships with institutional clients, specializing in Global Fixed Income and related strategies. Richard joined the Firm in April 2005. Previously, he served in a variety of roles at Goldman Sachs Asset Management (1994-2004). Richard also has worked for Booz Allen Hamilton, Inc. (1992-1994), Salomon Brothers (1987-1992), Acsis, Inc. (1986-1987), and Hoskyns Group (1985-1986). He earned a B.Sc. with first-class honors in Computer Science from the University of Westminster in London.
Currencies with correlations to commodities look attractive.
Opportunities could arise in select emerging markets, PM says.
Global cyclical currencies may offer opportunities.
The improved outlook for commodities will also help emerging markets.
Risk within the asset class can be managed with diversification.
From emerging to advanced markets, the current crisis has had a substantial impact.
As trade tensions ease and U.S.-dollar strength diminishes, identify what’s undervalued
As yields go negative, EM might be the fix for fixed income.
Mexico is a bright spot, while there's still reason for caution in Argentina and Turkey
Outlook for the euro and pound