Reflections on economic and social trends that impact investor sentiment and behavior.
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Western
John Bellows discusses why the Fed may not be as concerned about weak GDP as the market might expect
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Western | July 2,2015
Ken Leech offers perspective on issues affecting the global economy and bond markets
Western | July 2,2015
Andrew Belshaw discusses choices and potential outcomes facing Greece and the Eurozone
Brandywine Global | June 30,2015
"Not a Lehman moment": Greece's woes will likely have limited impact outside the small country's borders.
ClearBridge | June 29,2015
Brian Angerame and Derek Deutsch highlight characteristics of mid-cap stocks
14 Likes
Legg Mason | June 2,2015
Higher yield and lower duration might be an attractive combination today
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Legg Mason | June 2,2015
Are more attractive relative valuations now available in non-US markets?
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Legg Mason | May 28,2015
German sell-off leads global bond woes
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Legg Mason | May 21,2015
Unconstrained fixed income investments may offer investors the flexibility needed in today's environment
Legg Mason | May 20,2015
Equities could play an important role for investors seeking income
Legg Mason | April 27,2015
The fundamentals of diversification work for income-oriented asset classes - a potential benefit for income investors and others
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Poll

When will the Fed raise the Fed Funds target rate?








Poll

When will the Fed raise the Fed Funds target rate?

June
(3%)
September
(35%)
November
(23%)
Not until 2016
(39%)



Previous month Poll

Will the current wave of central bank easing jump-start the world's economies?

No - The real issues are structural - real progress on labor reform and regulatory excess will have more impact
(32%)
No - Deflation is already taking hold, making monetary policy changes ineffective
(5%)
Yes - The US model shows that monetary easing can help economies heal in the medium term
(19%)
Yes, but it will take even  longer than it did in the US, and the delay will have a negative political impact
(44%)