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Brian Garvey
Portfolio Manager
Boston

Insights By Brian Garvey

Showing of Insights Posts
Mid Year Outlook Designs
Outlook EM debt Interest rates Fixed income program Fiscal policy Monetary policy Inflation Emerging markets Fixed income Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A quiet bull market in EM local debt?

Brian Garvey illustrates the recent strength of emerging markets local debt following an extended period of underperformance. 

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By

Brian Garvey

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Quick Take
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Economic cycle Inflation Fixed income Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

US recession risk: No longer if, but when and how bad

Portfolio Managers Brij Khurana, Brian Garvey, and Nick Petrucelli believe many observers are underestimating the severity of a potential US recession this year. 

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Multiple authors

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Quick Take
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
view of hill road
Thematic exposure Equity Active management Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Wanted: A better definition of thematic investing
Multi-Asset Portfolio Manager Brian Garvey and colleague Manny Hunjan believe the prevailing definition of thematic investing is overly narrow and offer a potential solution.
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By

Brian Garvey

Manny Hunjan

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Article
2023-09-20
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Macro and market Monetary policy Fiscal policy Commodities Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Three overlooked opportunities in today’s markets
Portfolio Manager Brian Garvey highlights three large macro dislocations in today's environment that he believes the capital markets have yet to price in.
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By

Brian Garvey

event
Quick Take
2023-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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