Jack McIntyre

Portfolio Manager at Brandywine Global Investment Management, focused on fixed income, emerging markets and Latin American debt opportunities versus developed market bonds.

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Jan 2, 2026 • 33min

AI Optimism Kicks Off New Year

Bret Kenwell, an investment strategist at eToro, emphasizes how a supportive Fed and AI-driven earnings can bolster U.S. equities this year. Russell Price, Chief Economist at Ameriprise Financial, highlights the labor market as a key risk and anticipates three Fed rate cuts will stabilize growth. Adam Turnquist from LPL Financial discusses a potential commodities supercycle and the impacts of geopolitical issues on precious metals and Bitcoin. Lastly, Jack McIntyre explores the attractiveness of Latin American bonds amid a weaker dollar.

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