HeyJaredTCW Investment Perspectives
TCW is a leading global asset management firm with over 50 years of investment experience and a broad range of products across fixed income, equities, emerging markets, and alternative investments.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 8, 2026
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- Earliest in this view
- Aug 26, 2026
Latest episodes
Powering the Fifth Energy Transformation (opens the original)
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What happens when AI, data centers, and rising electricity demand collide with an aging power grid? In this episode of TCW Investment Perspectives , host Michael Reilly is joined by Eli Horton, Portfolio Manager for TCW's Thematic Equities and Durable Growth Equities Strategies, and Stan Miranda, Founder and CEO of the TrueNorth Institute, to explore what may be the Fifth Energy Transition, challenge common assumptions about the evolving energy landscape, and discuss where investors may find opp
Behind the AI Boom: Opportunities in Securitized Credit (opens the original)
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As AI accelerates demand for digital infrastructure, ABS and CMBS markets are playing an increasingly important role in financing the buildout. In this episode, Liza Crawford , Co-Head of TCW's Global Securitized Team, and Dominic Bea, Senior Analyst specializing in ABS securities, discuss the evolution of data center finance, key underwriting considerations, and where investors may find opportunities in securitized credit.
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