Reflections on economic and social trends that impact investor sentiment and behavior.
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Western
John Bellows discusses why conditions may be right for the first Fed rate hike later this year


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Legg Mason | April 27,2015
The fundamentals of diversification work for income-oriented asset classes - a potential benefit for income investors and others
Brandywine Global | April 24,2015
Insight on the uncertainties and potential opportunities in the high yield energy sector
ClearBridge | April 24,2015
The hunger for meaningful income in today's low-yield world is by now a familiar story, but one that remains a vivid reality for investors
Legg Mason | April 24,2015
4 Likes
Royce & Associates | April 22,2015
Charlie Dreifus on corporate profits, dividend-paying stocks and other factors affecting the market today
ClearBridge | April 21,2015
Mary Jane McQuillen on changing beliefs, perceptions and goals of environmental, social and governance investing
Legg Mason | April 20,2015
The market is pricing that Greece might not be able to pay its debts, something which could imply the country's exit from the Eurozone. What would be the consequences of that scenario on bond markets?
1 Likes
Brandywine Global | April 15,2015
While many think that we are living in extraordinary times, Chen Zhao believes that the present situation resembles that of the second half of the 1990s. What lessons could we learn?
1 Likes
Western | April 14,2015
Bonds rally as ECB starts QE
Western | April 13,2015
Ken Leech offers perspective on issues affecting the global economy and bond markets


Poll

When will the Fed raise the Fed Funds target rate?








Poll

When will the Fed raise the Fed Funds target rate?

June
(0%)
September
(25%)
November
(25%)
Not until 2016
(50%)



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%)