Timely topics and firsthand observations from our leading investment managers and strategists.
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Western
Western Asset Chief Investment Officer Ken Leech examines how disinflationary forces outside the US could impact the Fed's timetable on interest rates.
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Brandywine Global
Portfolio Manager Tracy Chen explains why European mortgage-backed securities could provide opportunities for investors
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Brandywine Global
Co-CIO David Hoffman on the themes dominating the world economy now.
QS Investors
Janet Campagna of QS Investors on the merits of marrying fundamental analysis and a quantitative approach in the equity markets.
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Brandywine Global
Portfolio Manager Regina Borromeo addresses recent concerns about liquidity in bond markets
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Western
Low inflation and central bank accommodation spell opportunity for bond investors now, notes Western Asset's John Bellows.
Brandywine Global
Today's fast moving bond markets require nimble active managers, say Gary Herbert and David Hoffman of Brandywine Global
Brandywine Global
Brandywine Global's Francis Scotland explains the US and international challenges behind today's low yields.
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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
Western
Western Asset's John Bellows on why long-term and short-term rates may follow different tracks.
Poll

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








Poll

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

Strong US corporate earnings validate US economic expansion
(32%)
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
(44%)
Growth in China strong enough to leave room for financial system and structural reform
(15%)



Previous month 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
(45%)
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
(21%)