Blake Haxton

Blake Haxton, an analyst at Brandywine Global Asset Management, specializes in high yield investments within traditional industries like energy and homebuilding. He shares insights on the tight supply-demand dynamics in commodities and discusses the unique challenges facing airlines amid rising labor costs. The conversation dives into the energy sector's resilience and investment potential, alongside the complexities of the housing market influenced by rising prices and interest rates. Haxton also explores the strategic merits of high yield as a valuable asset class.