Brandywine Global Insights

Several factors point toward potential global growth acceleration in 2026. However, employment weakness poses a meaningful risk. Brandywine Global experts share what this sideways outlook may mean for...

Brandywine Global: While the global economy has remained surprisingly resilient, a variety of factors could slow US growth further and weigh on the dollar. Our experts share their outlooks for the eco...

Brandywine Global: Despite the significant threat of tariffs, Europe has shown surprising economic resilience. Structural forces, including monetary and fiscal support, have overcome cyclical headwind...

Brandywine Global: With the US economy slowing, a convergence in global growth is expected. Our experts discuss the factors that may impact the economy and financial markets in the second half of the ...

Brandywine Global: Headline exports appear deceptively resilient amid frontloading efforts to avoid higher US tariffs, but incoming payback effects and growing risks could result in slowing Asian grow...

Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues...

Brandywine Global: Extreme market dislocations in recent weeks call for risk mitigation but not capitulation in US high yield. Opportunities are being created within this attractive and resilient asse...

Brandywine Global: In this quarterly update, Head of Global Macro Research, Paul Mielczarski discusses the macroeconomic factors impacting financial markets and the global economy.