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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.

Whitepaper explaining five misconceptions of a retirement plan sponsor's duty. Includes a plan sponsor self-assessment and checklist.

Whitepaper detailing 401(k) plans and other similar tax-qualified retirement plans for employers. Includes instructions for using metrics and a checklist to evaluate a plan's level of success.

Above All, LDI Means That Risks Are Different For a DB Plan

In pension management as in life, simple is usually better. There are all kinds of complex fixed-income strategies a plan can engage in to reduce risk, but our research indicates that these provide little or no advance over simple derisking moves.

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