What’s next? TCW’s investment teams are focused on maintaining balanced positioning as we anticipate the Federal Reserve's next move. Check out our #FixedIncome group's timely insights: 📊 CIO Bryan Whalen spoke with Bloomberg Radio, discussing opportunities in the market dislocation and the importance of liquidity premium. Watch: https://tcwgrp.com/ibn03l 🎙️ On the latest #FocusOnFixedIncome podcast, "Recession Roulette," Jerry Cudzil, Bret Barker, and Dave Vick, CFA discuss the Fed's possible emergency actions and how we might avert a major financial crisis. Listen: https://tcwgrp.com/jt9ips
About us
TCW is a leading global asset management firm with more than five decades of investment experience and a broad range of products across fixed income, equities, emerging markets, and alternative investments. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. TCW is an Affirmative Action-Equal Opportunity Employer. For more information, please visit www.TCW.com. To see TCW career opportunities, please visit the TCW website under Our Firm/ Careers.
- Website
-
http://www.TCW.com
External link for TCW
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Los Angeles, California
- Type
- Privately Held
- Founded
- 1971
- Specialties
- Investment Management and Asset Management
Locations
-
Primary
515 S Flower St
Los Angeles, California 90071, US
-
1251 Avenue of the Americas
New York, NY 10020, US
Employees at TCW
Updates
-
Back in February we released seven macro views for 2024. TCW's view is a bit less “lonely” today but nevertheless, we believe market pricing is only in the early stages of reflecting the fundamentals. If we’re correct, our points are as relevant today as they were six months ago and the market repricing is just beginning. Read more: https://tcwgrp.com/kkpdl6
-
The latest U.S. employment report fell below expectations and showed unemployment ticked higher, sparking a stock market rout that put the Nasdaq into correction territory. Earlier this week, Co-Head of Global Rates Jamie Patton told Bloomberg Radio that these kinds of disruptions are part of a wider miscalculation since the Federal Reserve is looking at lagged data. At TCW, we believe the Fed will keep rates too high for too long and that the economy is still due for a harder landing than what’s been priced in. Watch the full segment: https://tcwgrp.com/w3myet
-
Investors are getting mixed signals about where the U.S. economy is heading, and our team still urges caution as some cracks appear beneath the surface. In TCW’s #FixedIncome Quarterly Insights, Generalist Portfolio Manager Ruben Hovhannisyan points out consumer behavioral shifts, uncertain global elections, the potential for lower rates, and risk market concerns, which have informed our team’s disciplined views on #GlobalRates, #Credit and #EmergingMarkets this year. Read more: https://tcwgrp.com/fx6ecp
-
Bloomberg Radio interviewed CIO of Fixed Income Bryan Whalen on the current economic landscape and TCW’s market outlook, and when asked about the prospect of rate cuts this fall, Bryan believes the Federal Reserve “is pushing it.” We expect the Fed will be more aggressive once it begins easing monetary policy as a way to jumpstart an economy that's been slowed by higher interest rates, and this outlook leads our fixed income team to favor high-quality bonds and emphasize liquidity as we look ahead. Watch the segment: https://tcwgrp.com/ldyzed
Bryan Whalen on Bloomberg Radio
tcw.com
-
As the left wing secures an unexpected win in France and the Labour Party reclaims Downing Street in the U.K., Anisha Goodly sits down with Global Rates Strategist Nick Verdi and EM Sovereign Research Head Blaise Antin to discuss the ripple effects in global #bond and #currency markets, potential fiscal challenges, and implications for investors as we approach U.S. elections. Listen to the latest #FocusOnFixedIncome: https://tcwgrp.com/b2ufj9
European Political Shifts: Navigating Market Turbulence?
tcw.com
-
Jennifer Grancio, Global Head of Distribution, went on air with Bloomberg Radio to discuss TCW's expansion into the ETF market this year, highlighting the importance of active management in the current market environment and the advantages of the ETF wrapper for both equity and fixed income products. Watch the segment: https://tcwgrp.com/v9w94d For fund disclosures and more information on TCW ETFs: https://etf.tcw.com/
Jennifer Grancio on Bloomberg Radio
tcw.com
-
Jae Lee appeared on CNBC International, discussing the impact of the strong dollar on Asia's market behavior this year, noting, "The strong dollar is like a double-edged sword—indicating U.S. confidence but challenging emerging markets." The high currency value adds pressure on EM currencies, complicating economic stability and growth, and the timing of when the strong dollar might ease remains uncertain due to the U.S. presidential election cycle and potential changes in trade relations. Watch the segment: https://tcwgrp.com/1myhk4
Jae Lee on CNBC International
tcwgrp.com
-
The fixed income market has bounced around amid speculation about the Federal Reserve's next move to stamp out inflation and keep the economy robust. So, what's next as policymakers consider a potential rate cut in the last six months of the year? TCW portfolio managers weigh in on whether the economy is slowing or stalling, and where to find opportunities through market fluctuations. https://tcwgrp.com/vk21jr
Fixed Income: One Pressing Question for 2024
tcwgrp.com
-
There's no question heightened global uncertainty is weighing on financial markets, with this year’s elections approaching amid significant geopolitical tensions. Penny Foley, Co-Head of Emerging Markets, recently appeared on Bloomberg’s FICC Focus podcast and says we're witnessing a rapidly evolving multipolar system. Foley highlights the shift from a U.S.-dominated world to a more complex playing field with China and the U.S. as key poles, alongside the rising influence of the "global South" – primarily EM countries. TCW is strategically positioned, closely monitoring shifting power dynamics, and focused on #EM's pivotal role in commodities, AI and the energy transition in this transformative year. Listen to the episode: https://tcwgrp.com/2wqf1c.
Penny Foley on Bloomberg FICC Focus
tcwgrp.com