TCW Investment Perspectives
TCW is a leading global asset management firm with over 50 years of investment experience and a broad range of products across fixed income, equities, emerging markets, and alternative investments. In each episode of TCW Investment Perspectives, professionals from the firm share their insights on global trends and events impacting markets and the investment landscape.
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Behind the AI Boom: Opportunities in Securitized Credit
<p>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 securities, discuss the evolution of data center finance, key underwriting considerations, and where investors may find opportunities in securitized credit.</p>
The Backbone of AI: Why Emerging Markets Matter
<p>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 opportunities in energy, commodities, and infrastructure — and how this fits alongside other key drivers informing portfolio positioning. </p>
Conflict and Capital Flows: How the Middle East Is Repricing Global Risk
<p>TCW’s Anisha Goodly speaks with Dave Robbins and Ruben Hovhannisyan about the market impact of the escalating Middle East conflict, from oil prices and inflation expectations to emerging market debt and portfolio positioning.</p>
The Appeal of Securitized Credit in Today’s Market
<p>The flexibility of securitized credit to tap into a wide range of portfolio types is especially appealing right now when corporate credit spreads are tight. Listen as Liza Crawford, TCW’s co-head of global securitized, discusses compelling securitized opportunities and the importance of underwriting.</p>
The U.S.-Latin America-China Relationship and Implications for Emerging Markets Debt
<p>The relationship between the U.S., Latin America, and China is complex and evolving, creating significant implications for emerging markets debt. Listen to this special edition of the TCW Investment Perspectives podcast as our emerging markets experts discuss trade, politics, and compelling return opportunities across the regions – from Argentina to Mongolia.</p>
Unlock Value in a Strong Equities Market
<p>The U.S. equities market has outperformed expectations, but there are still bargains to be found. Listen as Yusuf George, TCW Senior Vice President and Head of Equity Portfolio Specialists, explains the momentum behind today’s market and uncovers some undervalued sectors.</p>
How to Position Portfolios After the Fed Cut – And What to Watch
<p>Labor. Tariffs. Inflation. Politics. Listen as TCW’s Jamie Franco, managing director in the Cross-Asset Research & Sustainable Investment Group, discusses portfolio allocation and what investors should consider following the Fed’s move to cut rates.</p>
Coming Soon? Industry Awaits Emergence of Multi-Share Class ETFs
<p>The active ETF industry is exploding and there may soon be a new kid in town. Listen as Scott Dennis, TCW’s head of ETFs, discusses how multi-share class ETFs can provide investors with more choices even as they may face some structural challenges.</p>
The AI Investment Opportunity Has Only Just Begun
<p>If you think that investors have missed the boat on artificial intelligence, think again. In our latest Investment Perspectives podcast, portfolio manager Bo Fifer explains why the AI journey is still in the early innings – and where investors should be looking.</p>
How Asset-Backed Finance Powers The Economy—and Why It Belongs In Your Portfolio
<p>Asset-backed finance is growing rapidly and for good reason. Not only does it propel the real economy, but it provides flexible solutions for borrowers and portfolio diversification for investors. In this episode, Dylan Ross, the head of TCW’s ABF business, breaks down why ABF is gaining traction, how ABF structures work, and why they create opportunities for borrowers and investors alike.</p>
