TCW Investment Perspectives

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.

If you want to generate alpha in small- and mid-cap companies that are in emerging markets, you’ve got to do your homework! On the heels of a new partnership announced by TCW and White Oak Capital Partners, TCW’s Anisha Goodly, managing director and head of the EM/Global portfolio specialist team, speaks with White Oak founder Prashant Khemka in a special podcast episode about how deep due diligence can be the best defense against undue risk.

Eli Horton, equity portfolio manager of TCW’s energy transition strategy, and Valeria Mendiola, equity portfolio specialist, speak with Managing Director David Vick about why the global energy transformation is an economic imperative.

Rick Miller, founder and chief investment officer of TCW's Private Credit Group joins Product Specialist Will Lloyd on the TCW Investment Perspectives Podcast to analyze the private credit market - from the implications of potential tariffs to the prospect for defaults.

Dave Vick hosts Michael Reilly, Bryan Whalen, and Penny Foley for a roundtable discussion on the global financial impacts of the 2024 U.S. elections on Equities, Fixed Income, and Emerging Markets.

Does rising debt mean countries will struggle to fund climate action? Sonja Gibbs, Head of Sustainable Finance at the Institute of International Finance, joins TCW's Cindy Paladines and Jamie Franco to discuss this critical issue. Fresh off New York's Climate Week, Gibbs, Franco and Paladines share how fiscal challenges and environmental goals intersect, highlighting the need for collaboration between governments, private capital, and development banks to finance the transition to net-zero.

The Federal Reserve’s 50-basis point rate cut was one of the central bank’s most hotly debated moves in years, with market participants searching for direction and a policymaking board clearly at odds. Minutes after Fed Chairman Jerome Powell wrapped up his press conference, TCW experts shared their first thoughts, predicting an aggressive pace of monetary easing with more cuts already on the way. Join Anisha Goodly as she hosts Jerry Cudzil, Jamie Patton, and Brian Gelfand in the latest episode of TCW’s Focus on Fixed Income, exploring how they are capitalizing on the shift this presents for fixed-income investors.

With cautious shoppers hunting for bargains and avoiding big-ticket purchases, major retailers are witnessing a slowdown. Join TCW's Focus on Fixed Income experts as they explore why these trends raise critical questions about the broader economic outlook and whether the Federal Reserve's hopes for a soft landing are at risk. Hosted by David Vick, with guests Steven Purdy and Tania Salomon from Los Angeles.