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 | April 1,2015
Chris Clark talks small-caps and a disciplined investment approach
Martin Currie | April 1,2015
After several years of gradual rises capital expenditure is now headed downward.
Legg Mason | March 27,2015
Are current valuations out of line with history?
1 Likes
Legg Mason | March 27,2015
Do market fundamentals support current equity valuations?
Western | March 17,2015
The portfolio manager discusses where investors may find opportunity in an economic environment that has hardly been more uncertain
Brandywine Global | March 16,2015
Portfolio Manager Gary Herbert explains in one minute why 2015 may be a good year for risk assets, especially in Europe
Brandywine Global, ClearBridge, Martin Currie, Permal, QS Investors, Royce & Associates, Western | March 12,2015
Timely perspectives from Legg Mason's investment managers on how policymakers might seek to jumpstart global growth and invigorate the world economy
QS Investors | March 4,2015
A diversified, non-market cap driven approach can provide exposure to the potential of Emerging Market economies while addressing inherent risks.
Royce & Associates | March 2,2015
An analysis of the benefits of a disciplined, active approach to small cap investing
4 Likes
Legg Mason | March 2,2015
Are more attractive relative valuations now available in non-US markets?
2 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
(29%)
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
(16%)
Yes, but it will take even  longer than it did in the US, and the delay will have a negative political impact
(50%)



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%)