Brandywine Global Insights

Brandywine Global: US agency mortgage-backed securities have presented a compelling valuation anomaly for the past few years. In 2025, several dynamics should continue to support the opportunity in th...

High-yield credit markets have been resilient. Brandywine Global’s Bill Zox explains why—and where he sees investment opportunities

Global Fixed Income Perspectives discusses performance and opportunities for global fixed income markets by segment.

Brandywine Global: An analysis of past Federal Reserve easing cycles and subsequent economic outcomes tells a story of consistency and stability for US high yield.

Brandywine Global: With Federal Reserve easing on the horizon, what is the best time to hold long-duration US Treasuries?

Brandywine Global: High yield risk may be compared to equities or core fixed income. However, a look at performance reveals high yield often has a resilience and risk-adjusted return potential all its...

Brandywine Global: The Global Fixed Income Perspectives discusses performance and opportunities for global fixed income markets by segment.

Brandywine Global: The outlook for bond markets, inflation and global growth, as well as the strategy implications for fixed income portfolios, are covered in this Macroeconomic Update.