Archive for February, 2013

Global Thought Leadership I

Recently Consuelo interviewed Stephen Smith, Managing Director and Portfolio Manager of Brandywine Global Fixed Income Strategies.   Brandywine is one of Legg Mason’s investment management companies and Smith has some engaging thoughts to consider about global investing opportunities in 2013.
 

Home Bias
If you are looking for a more diversified portfolio, it may be time to go to distant shores.  Yield curves are different all around the world and going outside the U.S. might be best in sourcing out better risk-adjusted returns for your fixed income strategy. 

Leadership Matters
Smith explains his reasons for a increased level of confidence in global  markets as the leadership power base has passed from the political class to the  all powerful central bankers around the world.

The Search for Income:  Mexico
Brandywine’s biggest investment is in Mexico.  Why?

 

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