Powering the Fifth Energy Transformation

As AI accelerates demand for digital infrastructure, ABS and CMBS markets are playing an increasingly important role in financing the buildout. In this episode, Liza Crawford , Co-Head of TCW's Global Securitized Team, and Dominic Bea, Senior Analyst specializing in ABS securitie ...  Show more

TCW’s Anisha Goodly speaks with Hiren Dasani, Chief Investment Officer for Emerging Markets at White Oak, about how artificial intelligence is reshaping the investment landscape across emerging markets equities —from semiconductor supply chains in Taiwan and Korea to broader oppo ...  Show more

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and sticki ...  Show more

Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Sarah Hewin, Head of Research, Europe and the Americas, as they examine how monetary policy decisions by the US Fed and other central banks, evolving geopolitical conditions, and key elections in sev ...

On Wednesday of next week, the Federal Reserve will almost certainly embark on its long-anticipated easing cycle. However, whether the first cut in the federal funds rate is 25 or 50 basis points is still very much in doubt. This is a crucial question for the economy and finan ...

The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & C ...  Show more