Brandywine Global on Fixed Income Strategy

The video discusses fixed income strategies, focusing on the barbell approach with overweight positions in treasuries and emerging markets. It addresses the impact of inflation on financial assets and the need for strategy adjustments. The Fed's data dependency and potential rate hikes are explored, along with considerations on duration and market dynamics. The video concludes with an analysis of Asian markets, particularly China and Japan, highlighting economic challenges and potential deflationary impacts.

What is the speaker's perspective on the future direction of inflation?

What similarities are drawn between China and Japan in the context of economic challenges?

How does the speaker view the relationship between China CPI and US CPI?