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In Bonds, Active Beats Passive

RARE’s Co-Chief Investment Officer and Co-Chief Executive Richard Elmslie talks about the exciting growth potential for infrastructure assets over the next decade and their resilience in the face of future downturns. Richard also addresses investors’ recent concerns over the impact of rising interest rates on the more bond-like equity sectors of this market, and U.S. president Trump’s still-to-be-delivered promise to build more infrastructure.

White paper detailing the investment process for the ClearBridge Dynamic MDA Portfolios.

Actions speak louder than words. The most prudent and objective approach to understanding a manager’s investment style is to perform a rigorous statistical analysis of their long term historical track record. Western Asset’s broad market core product has out-performed the Bloomberg Barclays U.S. Aggregate Bond Index by an average of 140 bps gross of fees per year over the 42-year history of the index. Our record is one of outperformance through both risk-on and risk-off markets.

A research note providing update on the impact of the tax reform on real estate

A report on Martin Currie's engagement on Environmental, Social and Governance issues with global companies for the calendar year 2017.

Commercial real estate continues to enjoy favorable treatment under the new tax law, to the broad relief of the industry and investors.

A pickup in merger and acquisition activity, higher oil prices and changes in leadership resulting from shifts in interest rates could unlock new opportunities for active equity managers in 2018.

Despite recent gains in U.S. stocks, many investors are skeptical of the market's prospects in 2018. Low volatility strategies can provide a measure of comfort while maintaining equity exposure and the potential for future gains.

Martin Currie's insight and perspective on the global emerging markets for the quarter.