Synchronization Vs. Desynchronization

|
Includes: ACWF, ACWI, AIIQ, BNDX, BWX, CHN, CN, CXSE, DGT, DTEC, ESGF, ESGW, EUFL, EUFN, FCA, FIGY, FIHD, FLCH, FLQG, FLQH, FXI, FXP, GIM, GLQ, GXC, HDMV, IGOV, KGRN, MCHI, PGJ, RWV, TDF, VGFO, VT, WBIL, WCHN, XMX, XPP, YANG, YAO, YINN, YXI
by: Brandywine Global Investment Management

Global growth has desynchronized this year, while political trends around the world have become synchronous. Brian Giuliano and Anujeet Sareen, members of our Global Fixed Income team, explain how fiscal and monetary conditions in China as well as the evolution of the U.S.-Sino bilateral relationship, could change the trajectory of global growth in 2019. Our Global Fixed Income team also examines how fiscal policy around the world may begin to reflect a shift in global political sentiment.