Timely topics and firsthand observations from our leading investment managers and strategists.
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Royce
Portfolio Manager and Principal Charlie Dreifus reviews his approach to finding the right company at the right price
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ClearBridge
CIO Scott Glasser reviews the final quarter of 2013 and what he's watching for in the current year
ClearBridge
Effective growth investing requires analysis-driven active management, observes ClearBridge CIO Scott Glasser
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ClearBridge
Attractive tech companies can be found outside mainstream benchmarks, says Portfolio Manager Margaret Vitrano
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Western
Western Asset's Rob Amodeo on the muni landscape in the wake of Detroit's bankruptcy.
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Brandywine Global
Brandywine Global's Francis Scotland on markets returning to normal, one year on
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Western
The potential impact of a future rise in rates has turned the spotlight on these strategies, notes Western CEO Jim Hirschmann.
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Western
Western Asset Head of Credit Michael Buchanan on bond market fundamentals now
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ClearBridge
Richie Freeman of ClearBridge reminds that it all comes down to valuing companies.
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ClearBridge
Portfolio Manager Margaret Vitrano with a perspective on active vs. index investing
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Western
Western Asset Head of Credit Michael Buchanan on what's driving issuance in corporate and HY sectors.
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Poll

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








Poll

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

Europe, as countries emerge from bailouts
(40%)
US, as consumers regain optimism
(41%)
Japan, as stimulus programs begin to bear fruit
(9%)
China, as reform and pro-growth policies continue
(10%)



Previous month Poll

Expect the unexpected:
Which of these outcomes
do you think is the most likely
in the coming year?

US: economic surge spurs Fed to begin raising interest rates
(27%)
Japan: return to recession despite Abe's continued aggressive stimulus policies
(12%)
China: negotiate with neighbors over its territorial claims in the South China Sea
(5%)
Europe: Italy forms a government that lasts the entire year
(14%)
None of the above; business as usual worldwide
(42%)