The Mid-Year Fixed Income Outlook with Bryan Whalen

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Bryan T. Whalen, CFA
David B. Vick, CFA

Bryan T. Whalen, CFA, Chief Investment Officer and Generalist Portfolio Manager at TCW, gives a mid-year outlook on fixed income markets and the opportunities emerging across today’s evolving rate, credit, and macro landscape.

After a volatile first half of the year, fixed income investors face a complex backdrop: shifting interest rate expectations, uneven economic data, geopolitical uncertainty, and meaningful dispersion across sectors

Video is approx. 34 minutes 03 seconds

Webinar Topics

• A mid-year assessment of the macro and rate environment
• Where TCW sees relative value across fixed income sectors
• Key risks investors should be monitoring in the second half of the year
• How active sector allocation and security selection can help navigate changing market conditions
• Portfolio construction considerations for income, diversification, and risk management
   

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Disclosure
This material is for general information purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security. TCW, its officers, directors, employees or clients may have positions in securities or investments mentioned in this publication, which positions may change at any time, without notice. While the information and statistical data contained herein are based on sources believed to be reliable, we do not represent that it is accurate and should not be relied on as such or be the basis for an investment decision. The information contained herein may include preliminary information and/or “forward-looking statements.” Due to numerous factors, actual events may differ substantially from those presented. TCW assumes no duty to update any forward-looking statements or opinions in this document. Any opinions expressed herein are current only as of the time made and are subject to change without notice. Past performance is no guarantee of future results. All investing involves risk including the potential loss of principal. Market volatility may significantly impact the value of your investments. Recent tariff announcements may add to this volatility, creating additional economic uncertainty and potentially affecting the value of certain investments. Tariffs can impact various sectors differently, leading to changes in market dynamics and investment performance. © 2026 TCW

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Contacts

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TCW

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TCW has a dedicated insurance platform that is fully integrated with our dynamic investment management platform, which has served investors for over 50 years, enabling clients to evaluate opportunities through both an investment and insurance lens. The firm’s insurance portfolios incorporate a full range of solutions that can be customized as individual strategies or designed to function together within a diversified general account framework.  

Combining insurance-focused expertise, specialized infrastructure, and analytical capabilities, the platform helps insurers address portfolio construction, capital efficiency, regulatory considerations, statutory reporting, and balance sheet optimization as part of the investment process. By integrating these capabilities into a single client experience, TCW provides insurers with a more comprehensive approach to managing assets and liabilities. In a market where many managers offer insurance-compatible products, TCW distinguishes itself through the depth of its insurance-focused resources and its ability to support insurers holistically as regulatory, reporting, and capital requirements continue to evolve.

TCW is a global asset manager with $200 billion in assets under management as of June 30, 2026, offering innovative strategies across fixed income, equities, and alternatives to diverse insurance clients. 
 

TCW
515 South Flower Street
Los Angeles, CA 90071
insurancesolutions@tcw.com
 

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