The risk of higher tariffs could be mitigated by Trump’s other policy objectives.
Tag: Brandywine Global
Commodity producing emerging markets set to shine
As global risk-off sentiment makes bad situation worse for EM equities.
Trim and insulate for rising HY risk
Changes to Brandywine Global’s bond portfolio involve a pullback from risk assets as interest rates and the US dollar rise, said Brian Kloss, portfolio manager and head of high yield.
Video: Legg Mason on multi-sector investing
Brian Kloss, portfolio manager and head of high yield for Legg Mason affiliate Brandywine Global, says small caps should do well and the dollar will likely appreciate when the US reverses QE.
