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TCW Investment Perspectives: Daily Summaries Delivered
by TCW
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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- 3 weeks ago19 min
Navigating Private Credit When the Tide Goes Out
In this episode of the TCW Investment Perspectives Podcast, host Will Lloyd is joined by Rick Miller, Group Managing Director and Chief Investment Officer of TCW’s Private Credit Group. Together, they explore why manager selection matters when the tide recedes, the importance of experience in navigating periods of stress, and what investors should consider when choosing who will captain their private credit portfolio through more challenging waters.
- Sep 8, 202620 min
Powering the Fifth Energy Transformation
What happens when AI, data centers, and rising electricity demand collide with an aging power grid? In this episode of TCW Investment Perspectives, host Michael Reilly is joined by Eli Horton, Portfolio Manager for TCW's Thematic Equities and Durable Growth Equities Strategies, and Stan Miranda, Founder and CEO of the TrueNorth Institute, to explore what may be the Fifth Energy Transition, challenge common assumptions about the evolving energy landscape, and discuss where investors may find opportunities as one of the largest infrastructure buildouts in generations unfolds.
- Aug 26, 202618 min
Behind the AI Boom: Opportunities in Securitized Credit
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.
- Jun 18, 202616 min
The Backbone of AI: Why Emerging Markets Matter
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.
- Mar 19, 202617 min
Conflict and Capital Flows: How the Middle East Is Repricing Global Risk
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.
- Dec 1, 202516 min
The Appeal of Securitized Credit in Today’s Market
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.
- Nov 19, 202519 min
The U.S.-Latin America-China Relationship and Implications for Emerging Markets Debt
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.
- Oct 29, 202518 min
Unlock Value in a Strong Equities Market
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.
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About 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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When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
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TCW Investment Perspectives publishes monthly. Our AI generates a summary within hours of each new episode.
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TCW Investment Perspectives covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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