Presentations (8)
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT ALTERNATIVE VIEWPOINT High Dividend Equities – Fertile Grounds, Just Beware the Landmines IMAN H. BRIVANLOU, PHD | MARCH 2016 Summary Historically, high dividend stocks have outperformed the broader equity markets and produced better risk-adjusted returns, even during periods of rising interest rates. However, the...
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT VIEWPOINT Understanding China’s New Currency Policy DAVID LOEVINGER | FEBRUARY 8, 2016 This year, concerns about China – ranging from growth prospects, to policy missteps, to currency depreciation, to bad communications – have rattled markets. Many investors continue to worry that China will...
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT VIEWPOINT Commonly Asked Questions on Emerging Markets Today PENELOPE D. FOLEY, DAVID I. ROBBINS | DECEMBER 22, 2015 Penelope D. Foley Group Managing Director Emerging Markets Ms. Foley is a Portfolio Manager for TCW Emerging Markets. Prior to joining TCW in 1990, Ms. Foley was a Senior Vice President of Drexel Burnham...
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT VIEWPOINTS: INSIGHT INTO EQUITIES Equities in a Rising Rate Environment: A Roundtable Discussion DECEMBER 2015 Introduction – Michael Reilly Michael P. Reilly, CFA CIO – Equities Director of Equity Research Craig C. Blum, CFA Portfolio Manager Concentrated Core Iman H. Brivanlou, PhD Portfolio...
Manager of the TCW and MetWest Fund Families INSIGHT TRADING SECRETS One Rate to Rule Them All TAD RIVELLE | APRIL 2015 Tad Rivelle Group Managing Director Chief Investment Officer–Fixed Income Co-Director Fixed Income Tad Rivelle is Chief Investment Officer, Fixed Income, overseeing over $130 billion in U.S. fixed income assets, including over $80 billion of U.S. fixed income...
Manager of the TCW, MetWest, and TCW Alternative Fund Families INSIGHT TRADING SECRETS If Markets Were Stupid, Everyone Would Be Rich TAD RIVELLE | OCTOBER 2015 Tad Rivelle Group Managing Director Chief Investment Officer–Fixed Income Co-Director Fixed Income Tad Rivelle is Chief Investment Officer, Fixed Income, overseeing $140 billion in U.S. fixed income assets, including over $85...
MORTGAGE-BACKED SECURITIES Mortgage Market Monitor February 2016 Remittances Table of Contents Foreword ............................................................................................ 3 III. Loss Severity by City............................................................... 47 Overview ...............................................................................................
MORTGAGE-BACKED SECURITIES Commercial Mortgage Market Monitor February 2016 Remittances Table of Contents Foreword ............................................................................................ 3 Overview ............................................................................................ 4 Section A: Delinquencies...
