Clues and commentaries on the global prospects for stocks, bonds and alternatives.
Selected Document
Market Review 4Q13
ClearBridge | January 22,2014

John Goode discusses multiple issues of current importance for the economy and financial markets

  • In our opinion, higher real GDP growth rates in the next few years are central to the prospects for continued strength in the stock market
  • We believe China wishes to make its currency a viable alternative to the U.S. dollar in world trade between now and 2020
  • The idea that interest rates will move higher is less controversial than the belief that inflation will increase as well