Episode Details
| Title | From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager |
|---|---|
| Date | 5/9/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $ACTIVEMGMT - TCW sees great opportunities for active management in the current volatile and uncertain market environment, believing it's advantageous for their approach.
- “This is a very volatile environment. I would also say this is our market. This is great for us and for our clients because we have heightened volatility, heightened uncertainty. It's great for active management.” - Katie (13:49)
- 🟢 $PRIVATECREDIT - 🔒
- 🟢 $VALUE - 🔒
- 🟢 $FIXEDINCOME - 🔒
- 🟢 $ALT - 🔒
Bearish:
- 🔻 $CREDIT - 🔒