Brandywine Global Insights

Brandywine Global: While the global economy has remained surprisingly resilient, a variety of factors could slow US growth further and weigh on the dollar. Our experts share their outlooks for the eco...

Brandywine Global: Despite the significant threat of tariffs, Europe has shown surprising economic resilience. Structural forces, including monetary and fiscal support, have overcome cyclical headwind...

Brandywine Global: With the US economy slowing, a convergence in global growth is expected. Our experts discuss the factors that may impact the economy and financial markets in the second half of the ...

Brandywine Global: Headline exports appear deceptively resilient amid frontloading efforts to avoid higher US tariffs, but incoming payback effects and growing risks could result in slowing Asian grow...

Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues...

Brandywine Global: In this quarterly update, Head of Global Macro Research, Paul Mielczarski discusses the macroeconomic factors impacting financial markets and the global economy.

Brandywine Global: While US Treasury yields are likely to stay rangebound to start the year, there are two views on where bonds could go next and what factors will determine their course.

Brandywine Global: Strong fundamentals and rising demand for US high yield have been driving recent performance, even with tight credit spreads. These trends likely will continue to buoy the asset cla...