TCW

🏛️ Financial markets have quickly reacted to U.S. election results, but it will take time to enact proposed policies that could range from business-friendly to inflationary. Learn more on TCW's latest economic outlook with Generalist Portfolio Manager Ruben Hovhannisyan. https://tcwgrp.com/7sd2ns

On behalf of everyone at TCW, thank you to our incredible partners who helped create greater awareness and dialogue around preventative healthcare during the month of October for Breast Cancer Awareness Month. 🎗️ CHRO Jessica Kung led an impactful fireside chat alongside Alejandra Campoverdi, women’s health advocate and former White House aide, and Paula Schneider, President & CEO of the Susan G. Komen organization, allowing employees to participate in a conversation on the power of community in advocacy. 🩺 The Mobile Digital Mammography truck from Alinea Medical Imaging - a Rezolut partner paid a visit to our LA office to offer onsite screenings. We are grateful to Joanne Ziegler, TCW, Sarah Dexheimer, MS, CNSc, CWPC, Cigna Healthcare, and all who brought these important resources to TCW.

With inflation and employment already within the Fed's target range ahead of U.S. elections, Jamie Patton believes the market has misunderstood the recent rise in interest rates and is currently being informed by the 2016 election experience. Learn more about this "research note that goes against consensus" on Bloomberg Radio: https://tcwgrp.com/dypzx6 #inflation #employment #interestrates

As we approach the second anniversary of OpenAI launching ChatGPT and the mainstreaming of Generative AI, Equities Portfolio Manager Evan Feagans, CFA gives his view on four growth opportunities we're watching and why the best is yet to come for Artificial Intelligence. https://tcwgrp.com/met4fa "By comparison, two years after the iPhone’s initial launch Apple still lacked an App Store and thus many of the apps that ultimately created so much value in the smartphone ecosystem."

We are pleased to announce that Penny Foley has been honored with the Lifetime Luminary Award by Women in Financial Markets (WIFM). This recognition highlights her significant contributions to the financial services industry and her commitment to mentoring and elevating women in the field. Penny’s trailblazing work in asset management and her dedication to developing future talent exemplifies true leadership.

The Artificial Intelligence tech selloff this summer raised questions about where we are in the opportunity cycle and AI's return on investment. TCW’s Michael Reilly, Bo Fifer, CFA, and Evan Feagans, CFA analyze the gap between high expectations and the fundamental drivers behind AI stock growth. Discover whether the ROI of AI is already here or still on the horizon on the latest TCW #InvestmentPerspectives podcast. https://tcwgrp.com/0ym5hm

Jamie Patton, Co-Head of Global Rates at TCW, cautions investors about the uncertainty following the Fed's 50-basis point cut, warning of a potentially turbulent economic landing. In the latest episode of TCW’s #FocusonFixedIncome podcast, Patton, along with Anisha Goodly, Jerry Cudzil, and Brian Gelfand, discuss the broader implications of recent monetary policy changes and the potential challenges that lie ahead for investors. https://tcwgrp.com/rkyk7i

We had an incredible week at Future Proof! CIO Bryan Whalen discussed the current market with Saira Malik and Lauren Goodwin, CFA, exploring opportunities in #fixedincome. TCW ETFs Active Equity Portfolio Manager Eli Horton demonstrated why #ActiveMatters when it comes to investing - and by leading a morning workout. 

📢 Applications for TCW's Summer 2025 Internship Program are now open!   Students graduating between December 2025 - July 2026 are invited to gain hands-on experience and build relationships with our cohorts in Los Angeles, New York, and Boston. Grab a seat at the table ➡️ https://tcwgrp.com/jcxdmb    #FixedIncome #EmergingMarkets #Equities #Legal #Compliance #Sales #Distribution #EngineeringSolutions #HR #Marketing #RiskManagement #PrivateCredit #Finance 

Markets are eagerly anticipating the Fed's next rates decision, but businesses and households will likely face delays in feeling economic relief no matter the outcome. Tune in to TCW’s #FocusOnFixedIncome podcast with Dave Vick, CFA, Jamie Patton, and Bret Barker to learn more about the ripple effects of these changes and why timing is everything. https://tcwgrp.com/x1v634