Peter Moore, CFA’s Post

Get Active with Equities: Learn more about the power of active investing and how @@TCW uses rigorous bottom-up fundamental research to help identify high-conviction opportunities for equity portfolios and ETFs that produce long-term returns across market cycles. https://tcwgrp.com/k4qkl6

From rate cut hopes to market turbulence: On TCW's latest #FocusOnFixedIncome podcast, Global Rates Co-Heads Jamie Patton and Bret Barker unpack the bond market's dramatic shift this year and analyze the Treasury's critical part in economic revival efforts with host Pat Moore. Listen: https://tcwgrp.com/1rnryv

@Penny Foley, @@TCW's Co-Head of Emerging Markets, was recently on @@Bloomberg's FICC Focus podcast, discussing where investors can find value in EM debt with the backdrop of improving growth dynamics, election risk and central bank divergence. https://tcwgrp.com/2wqf1c

With concerns about an economic slowdown, TCW has taken a defensive positioning across strategies. Listen to TCW's latest #FocusOnFixedIncome, as David Vick discusses compelling long-term opportunities with Co-Head of Global Securitized Peter Van Gelderen and Co-Head of Global Credit Brian Gelfand. https://tcwgrp.com/bic253

The Emerging Markets (EM) opportunity has transformed from one of convergence with the developed world to one of strategic importance and diversification. The de-risking of supply chains and the resulting regionalization of trade, the strategic demand for base metals to fuel the climate transition and the growth of AI, the structural growth of the EM middle class, and the demographic challenges facing the developed world are all making Developed Markets more dependent on alliances with EM countries. Listen as TCW's Co-Head of EM David Robbins speaks with Anisha Goodly about how to take advantage of the increasing role of EM in a multi-polar world. https://tcwgrp.com/ouyre6

Watch as The TCW Group's Diane Jaffee and Matthew Spahn explain that the stock market's recent pullback after first-quarter results may be a recalibration after moving at a blistering pace, and could benefit in months ahead from stimulus programs, attractive valuations, and the positive effect of an incumbent running for president. https://tcwgrp.com/ufgkcn

The International Monetary Fund's annual spring conference was punctuated by global geopolitical and economic threats. In this episode of TCW Investment Perspectives, Brett Rowley and Blaise Antin reveal the key takeaways from the meetings, discussing what’s facing investors with Anisha Goodly as we head to the midway point of 2024. https://tcwgrp.com/m9kzc8

The market had a historically strong year in 2023, fueled by tech stocks and #ArtificialIntelligence stocks in particular. In the latest episode of The TCW Group's Investment Perspectives Podcast, the #equities team discusses the continued rise in #AI stocks and investment opportunities on the horizon as the sector grows and matures. Listen at https://tcwgrp.com/eIHjyv TCW Investment Perspectives is also available on: Apple: https://tcwgrp.com/c8uPGt Spotify: https://tcwgrp.com/UQ6CqQ Amazon: https://tcwgrp.com/DOqf7q