Timely topics and firsthand observations from our leading investment managers and strategists.
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Western
Western Asset's John Bellows on why long-term and short-term rates may follow different tracks.
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ClearBridge
Hersh Cohen discusses the stock market at the end of the third quarter, the importance of dividends and his outlook for the near term.
Legg Mason, Western
Western Asset CIO Ken Leech and Legg Mason CEO Joe Sullivan on the Fed and unconstrained fixed income
Royce & Associates
Royce co-CIO Frank Gannon on why active management is particularly relevant in the small cap market now.
ClearBridge
ClearBridge Co-CIO Scott Glasser on the need to understand the risks that lie behind investment returns.
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Permal
Permal co-CIO Robert Kaplan on the danger of complacency and potential for an uptick in volatility.
Brandywine Global
Bond benchmarks can have their own risks; better to focus on the real issues, says Brandywine's David Hoffman.
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Western
Western Asset CIO Ken Leech on the need to accept higher levels of risk to gain higher yields now
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QS Investors
QS Investors CIO Rosemary Macedo on seeking lower volatility by weighting stocks differently than in major indexes.
Brandywine Global
Brandywine Global Co-CIO David Hoffman on the value of giving investment managers enough time to let their strategies come to fruition.
Brandywine Global
Global bond Portfolio Manager Regina Borromeo on potential underpricing in the areas of High Yield, European mortgages, Emerging Markets debt.
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Poll

Which Asian country will have the strongest growth in the coming year?








Poll

Which Asian country will have the strongest growth in the coming year?

Japan, as Shinzo Abe's policy initiatives take hold
(17%)
India, as Narendra Modi's new government enacts changes
(43%)
China, as Xi Jinping's reforms promote a stronger financial sector
(17%)
South Korea, as President Park Geun-hye's plan to boost growth bears fruit
(23%)



Previous month Poll

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

Europe, as countries emerge from bailouts
(43%)
US, as consumers regain optimism
(40%)
Japan, as stimulus programs begin to bear fruit
(7%)
China, as reform and pro-growth policies continue
(10%)