Timely topics and firsthand observations from our leading investment managers and strategists.
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Brandywine Global
Financial markets held up surprisingly well given the news flow, observes Francis Scotland
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Western
The market seems skeptical that the Fed will move on rates in September – but Western Asset's John Bellows begs to differ.
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Brandywine Global
Brandywine Global's Gary Herbert on the risks surrounding a real structural decline in China's growth.
Brandywine Global
It's critical that China continue to pursue pro-growth policies, notes Brandywine Global Co-CIO Steve Smith.
Brandywine Global
Brandywine's Gary Herbert explores the landscape for bond investors now in Europe, the US energy sector and China.
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Brandywine Global
Global Macro Research director Francis A. Scotland answers the two questions that investors may need to get right in order to make money in fixed income.
ClearBridge
There's a variety of income securities beyond dividend stocks and partnerships that can generate yield for investors, note ClearBridge PMs Peter Vanderlee and Mark McAllister.
ClearBridge
REITS provide another choice for yield-hungry investors to seek meaningful income in the current low-rate environment, notes ClearBridge Investments PM Mark McAllister.
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ClearBridge
Master Limited Partnerships focused on oil and gas infrastructure enable investors participate in America's energy renaissance without direct exposure to commodity prices, notes ClearBridge PM Peter Vanderlee
ClearBridge
ClearBridge Portfolio Managers Mark McAllister and Peter Vanderlee address common investor concerns about investing in dividend stocks.
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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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Poll

Will China's official growth rate fall to 6 percent by the end of 2015?








Poll

Will China's official growth rate fall to 6 percent by the end of 2015?

Yes: Economic reform measures will take their toll on growth
(53%)
Yes: Demographics and urban labor shortage will constrain demand
(18%)
No: New monetary and fiscal stimulus will restore rapid growth
(17%)
No: Recovery in the US, Europe and Japan will more than make up for slowing domestic demand
(12%)



Previous month Poll

When will the Fed raise the Fed Funds target rate?

June
(2%)
September
(33%)
November
(24%)
Not until 2016
(41%)