Reflections on economic and social trends that impact investor sentiment and behavior.
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Royce & Associates
Royce offers its expectation for small-cap stocks after a highly anomalous period in the markets


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Royce & Associates | March 2,2015
An analysis of the benefits of a disciplined, active approach to small cap investing
4 Likes
Western | February 27,2015
Markets rally as Europe unveils stimulus
8 Likes
ClearBridge | February 24,2015
The portfolio manager discusses potential opportunities for value-seeking equity investors in 2015.
Legg Mason | February 23,2015
Higher yield and lower duration might be an attractive combination today
1 Likes
Legg Mason | February 23,2015
Unconstrained fixed income investments may offer investors the flexibility needed in today�s environment
ClearBridge | February 18,2015
Michael Clarfeld and Chris Eades discuss their outlook for MLPs
Brandywine Global | February 3,2015
The portfolio manager discusses income-investing opportunities following the European Central Bank's announcement of a Quantitative Easing program
26 Likes
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
1 Likes
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.
4 Likes


Poll

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








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
(30%)
No - Deflation is already taking hold, making monetary policy changes ineffective
(2%)
Yes - The US model shows that monetary easing can help economies heal in the medium term
(16%)
Yes, but it will take even  longer than it did in the US, and the delay will have a negative political impact
(52%)



Previous month Poll

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

Strong US corporate earnings validate US economic expansion
(33%)
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
(45%)
Growth in China strong enough to leave room for financial system and structural reform
(13%)