Featured Insights


Chart of the Week

CASH: PLENTY OF DRY POWDER

Chart courtesy of ClearBridge Investments. * Institutional & Retail Money Funds – ICI. ** MSCI U.S. IMI Index. Data as of July 3, 2020. Source: FactSet. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment

Cash: Plenty of dry powder

Chart of the Week

Market Snapshot

Oil Shock: The Energy Sector and Beyond

The collapse in oil prices has added to market dislocations and uncertainty associated with the coronavirus pandemic.


Featured Insights

Investment Insights
Sep 01
Investment Insights

Corporate Credit: Turning to Cyclicals

September 01, 2020

While we see further opportunities in cyclicals, the strength of an upturn in these sectors remains highly uncertain.

Market Outlook
Aug 20
Market Outlook

Around the Curve

Dollar Outlook Dims

August 20, 2020

We believe the four key forces supporting the dollar are in retreat.

Market Outlook
Aug 06
Market Outlook

Economic Power Waiting to Be Unleashed

August 06, 2020

Looking beyond the pandemic's impact, there are several external factors that merit consideration by investors now.

Market Outlook
Jun 16
Market Outlook

Around the Curve

COVID-19: Social and Economic Consequences

June 16, 2020

The pandemic has created a fertile environment for social unrest, with much depending how well governments address the crisis and the subsistence needs of their citizens.

Market Outlook
Jun 01
Market Outlook

Around the Curve

Fighting deflation now, causing inflation later?

June 01, 2020

Will the recent worldwide fiscal and monetary moves set the stage for an inflationary future?

Market Outlook
May 19
Market Outlook

Currency markets

The Dollar is King...Or Is It?

May 19, 2020

Risk aversion is helping support U.S. dollar for now, but the longer-term outlook remains clouded by uncertainty.

Market Outlook
May 11
Market Outlook

Around the Curve

Depression, Recovery and the Risk of Time

May 11, 2020

The longer economic activity stays below normal, the greater the potential for irreversible deflationary feedback effects.

Market Outlook
Apr 29
Market Outlook

Monthly review

COVID-19: Fixed Income Update

April 29, 2020

Brandywine Global examines the recent impact on various bond sectors from COVID-19 pandemic.

Market Outlook
Apr 28
Market Outlook

Around the Curve

EM: Hit Me One More Time

April 28, 2020

Slowing growth, de-globalization, and higher savings rates may warrant greater caution and selectivity with respect to emerging markets debt over the next decade.

Market Outlook
Apr 13
Market Outlook

Around the Curve

COVID-19: Unintended Consequences

April 13, 2020

The global economy will see permanent changes to societal, corporate, and institutional behavior. What are the impact and implications for global investing?

Investment Insights
Apr 06
Investment Insights

March Update: From Treasuries to Corporates

April 06, 2020

Given the swift collapse in spreads, the valuation opportunity within investment grade corporates may be temporary.

Market Outlook
Apr 03
Market Outlook

Around the Curve

The End of the World As We Know It?

April 03, 2020

While the coronavirus commands the headlines, one can't understand the global economy's prospects in the months ahead without considering the state of the oil market, too.

Market Outlook
Mar 24
Market Outlook

Around the Curve

Coronavirus Pandemic: Difficult Tradeoffs

March 24, 2020

On March 23, the Fed announced dramatic actions, both in initiative and scale. But the nature of the crisis may require even more innovative moves.

Market Outlook
Mar 17
Market Outlook

Around the Curve

Coronavirus Pandemic: Do Whatever It Takes

March 17, 2020

Policy responses to the pandemic are rapidly shifting to a “whatever it takes” semi-wartime mentality to stem panic and get through the economic upheaval.

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