Reflections on economic and social trends that impact investor sentiment and behavior.
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Western
John Bellows discusses risks to the Fed's inflation outlook and the implications for investors
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Legg Mason | January 30,2015
Equities could play an important role for investors seeking income
Legg Mason | January 26,2015
European Central Bank announces Quantitative Easing program - at last
Legg Mason | January 22,2015
Quarterly chartbook of key market and economic data. A look at the indices, GDP, inflation, yields, spreads, valuation and more.
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Western | January 19,2015
Global recovery to remain slow in 2015
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Western | January 13,2015
Western's J. Gibson Cooper and Rene Ledis offer perspective on recent developments in the oil market
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ClearBridge | January 12,2015
ClearBridge Investors on the impact of declining oil prices on segments of the oil industry
ClearBridge | January 6,2015
Paul Ehrlichman discusses China's plans for future growth
Legg Mason | December 16,2014
Prospects of an economic recovery and attractive valuations have brought asset-backed securities back to investors' minds.
Western | December 16,2014
Ken Leech, CIO of Western discusses his views for 2015 and how these are reflected in Western's investment strategy
Legg Mason | December 9,2014
Fixed income is undergoing a sea change with investors exploring a wider range of sectors and strategies.
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Poll

What would be the best news for markets for the remainder of the year?








Poll

What would be the best news for markets for the remainder of the year?

Strong US corporate earnings validate US economic expansion
(32%)
Strength in the US dollar convinces the Fed to keep short rates low longer
(9%)
European Central Bank bond buying rekindles growth in European Union countries
(44%)
Growth in China strong enough to leave room for financial system and structural reform
(15%)



Previous month Poll

Which Asian country will have the strongest growth in the coming year?

Japan, as Shinzo Abe's policy initiatives take hold
(17%)
India, as Narendra Modi's new government enacts changes
(45%)
China, as Xi Jinping's reforms promote a stronger financial sector
(17%)
South Korea, as President Park Geun-hye's plan to boost growth bears fruit
(21%)