Brandywine Global: Muddling through a year of transition and normalisation


Following one of the toughest years for bond markets, many fixed income investors hoped 2023 would look different. And it has. But in many ways we did not expect. So where do we go from here?

During the webinar Richard and Anujeet will cover:

  • Macroeconomic landscape as normalisation comes to an end; now what?
  • Inflation – still the most important thing?
  • Are global bonds still defensive? Why own traditional global fixed income when cash rates are attractive?
  • The need for a flexible and dynamic active approach to investing in a multi-speed global economy.

CPD points available for this webinar.

Important Legal Information: AUSTRALIA

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827), Level 47, 120 Collins Street, Melbourne VIC 3000

Our speakers


David Fearnley (Host)

Head of Retail Sales Management
Franklin Templeton Australia

David has over 20 years of experience in the financial services industry across a range of distribution-related roles including Business Development and Key Account Management.

David joined Franklin Templeton in 2015 and has responsibility for business-to-business relationships with IFAs, private wealth firms and family offices.

His field of expertise is asset management sales, communicating the portfolio construction benefits of an investment solution. He works with Financial Advisers, Research Analysts and Chief Investment Officers to help improve portfolio outcomes for investors.

David’s qualifications include a Bachelor of Commerce (Monash University) and Diploma of Financial Planning (Deakin University).


Richard Rauch, CFA

Investment Director
Brandywine Global

As Investment Director, Richard is responsible for establishing, maintaining, and enhancing relationships with clients and consultants in Australia and New Zealand. Currently based in Sydney, Australia, he has nearly 20 years of investment experience across multiple markets and regions.

Prior to joining the Firm in 2022, he was Investment Director/Senior Investment Specialist at First Sentier Investors (Australia) (2014-2022) and Investment Director/Portfolio Specialist at Wellington Management (Australia) (2010-2014).

Prior to these roles, he was with Goldman Sachs (United Kingdom) and State Street Corporation (United States). Richard earned his B.S. in Finance from Rutgers University, is a CFA® Charterholder, and is a member of the CFA Institute and CFA Society of Sydney (CFAS).


Anujeet Sareen, CFA

Portfolio Manager
Brandywine Global

Anujeet Sareen is a portfolio manager for the Firm’s Global Fixed Income and related strategies. Prior to joining the Firm in 2016, Anujeet was a managing director of global fixed income and a global macro strategist, as well as chair of the Currency Strategy Group at Wellington Management in Boston.

Over his 22-year career at Wellington (1994-2016), he held a variety of roles while cultivating extensive fixed income and currency management experience.

Anujeet is a CFA® charterholder and earned a B.A. in Computer Science from Brown University.