Reflections on economic and social trends that impact investor sentiment and behavior.
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Royce
Chuck Royce discusses how a better economy might benefit high quality small-caps and active management
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Legg Mason | April 16,2014
Quarterly chartbook of key market and economic data
Legg Mason | April 9,2014
Contrary to investors' perception, dividend-paying equities can do well in rising rate cycles.
Western | April 8,2014
Andrew Cormack discusses why Western Asset sees opportunity in Italian debt
Permal | April 1,2014
The nature of European debt markets has changed over the past few years
Royce | March 21,2014
Despite uncertainty abroad, the U.S. economy is in good shape going forward
Royce | March 14,2014
David Nadel shares his thoughts following a recent trip to India
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Western | March 7,2014
Gordon Brown discusses potential scenarios and market implications related to the Ukraine crisis
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Royce | February 26,2014
Frank Gannon examines the importance of international revenues to small-cap investing
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Legg Mason | February 26,2014
A brief look at the concept of active share - what it is, what it is not, and what it says about how a portfolio is managed
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ClearBridge | February 25,2014
Paul Ehrlichman opines about the return to the "Old Normal"
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Poll

Go for growth: Where will a global recovery be strongest this year?








Poll

Go for growth: Where will a global recovery be strongest this year?

Europe, as countries emerge from bailouts
(40%)
US, as consumers regain optimism
(41%)
Japan, as stimulus programs begin to bear fruit
(9%)
China, as reform and pro-growth policies continue
(10%)



Previous month Poll

Expect the unexpected:
Which of these outcomes
do you think is the most likely
in the coming year?

US: economic surge spurs Fed to begin raising interest rates
(27%)
Japan: return to recession despite Abe's continued aggressive stimulus policies
(12%)
China: negotiate with neighbors over its territorial claims in the South China Sea
(5%)
Europe: Italy forms a government that lasts the entire year
(14%)
None of the above; business as usual worldwide
(42%)