• A “Powerful” Opportunity: How Demand for Data Centers Will Fuel Financing Markets
    Dec 23 2024

    TCW power market experts Nikhil Chopra and Dominic Bea join Managing Director David Vick to talk about the exploding demand for data centers and how financing markets can help to meet that demand.

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    17 mins
  • Private Credit: Market Dynamics Heading Into 2025
    Dec 5 2024

    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.

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    17 mins
  • Tactical Approaches to Fixed Income in Today's Market
    Nov 19 2024

    In this episode of the TCW Investment Perspectives Podcast hosted by Dave Vick, Jerry Cudzil and Jeff Katz analyze fixed income markets following the U.S. Presidential election and TCW’s strategic positioning to capture opportunities across sectors.

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    18 mins
  • The Long and Short of Trump 2.0
    Nov 7 2024

    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.

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    13 mins
  • A Market Overshoot?
    Oct 17 2024

    China's stimulus package and the unexpectedly strong U.S. payrolls report have ignited swift and dramatic market reactions. But do these headlines truly shift the narrative, or are we witnessing an overcorrection? Join Dave Vick, Lin Jing Leong, and Ruben Hovhannisyan as they delve into the data, question its reliability, and explore the potential long-term impact on the world’s two largest economies.

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    14 mins
  • Climate and Consequences: Takeaways from NYC Climate Week
    Oct 4 2024

    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.

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    20 mins
  • The Real AI ROI: Fact or Fiction?
    Sep 23 2024

    Artificial Intelligence (AI) is transforming industries, but where’s the return on investment? TCW’s Michael Reilly, Bo Fifer, and Evan Feagans dive into the gap between sky-high expectations and what’s really driving the growth of AI stocks. From the summer’s tech selloff to their view on fundamentals, they explore what is driving the next phase of growth. Tune in to discover whether AI’s ROI is already here —or if it’s still on the horizon.

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    16 mins
  • Quick Take: A Fed Divided
    Sep 19 2024

    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.

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    9 mins