Featured Insights


Chart of the Week

RATES: THE HOMEBUILDER EFFECT

Chart courtesy of ClearBridge Investments. Source: ClearBridge, Bloomberg as of 4/4/2019. 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.

Rates: The Homebuilder Effect

Chart of the Week

Market Snapshot

U.S. Jobs: Back On Track

Friday saw a solid U.S. jobs report, with only a couple of wrinkles; Germany's manufacturing sector had a distressing February; Greece's debt crisis generated an ironic payday; Brexit hit yet another pothole.


Featured Insights

Investment Insights
Apr 16
Investment Insights

Around the Curve

Balancing Objectives 1: Income Generation

April 16, 2019

Embracing a global opportunity set can help bond managers seek attractive, stable income, as illustrated by several examples from Brandywine Global in recent years.

Investment Insights
Apr 05
Investment Insights

Around the Curve

Global Growth: The Bullish Case

April 05, 2019

Part 1 of 2: There's more to current global growth than the age of the current cycle.

Investment Insights
Mar 25
Investment Insights

Around the Curve

Value Investing: I Get Knocked Down...

March 25, 2019

Despite more than a decade of underperformance from traditional value factors, it is too soon to declare that this approach is over.

Investment Insights
Mar 11
Investment Insights

Around the Curve

U.S. Consumers: How are they Doing?

March 11, 2019

Consumer sentiment and sales are tightly tied, and related to the interest consumers pay.

Investment Insights
Feb 25
Investment Insights

Around the Curve

ESG and Sovereign Bonds: Step by Step

February 25, 2019

Brandywine Global outlines its steps in incorporating Environmental, Social and Governance (ESG) factors into investment decision-making.

Investment Insights
Feb 19
Investment Insights

Around the Curve

China's Auto Market: Speedbump

February 19, 2019

Auto sales are a key barometer of global economic growth—and China has been the major growth engine. Can the world still rely on China’s auto demand to absorb the shock in the industry?

Investment Insights
Feb 11
Investment Insights

Around the Curve

A Trip to the Woodshed

February 11, 2019

The Fed's newest leader has a meeting of the minds with the market.

Investment Insights
Feb 04
Investment Insights

Around the Curve

What's the Catch, Indonesia?

February 04, 2019

Three market concerns about Indonesia, and why we think they are likely overstated.

Investment Insights
Jan 28
Investment Insights

Around the Curve

How to Buy Fear

January 28, 2019

While the stock market is pretty efficient, our favorite inefficiency is buying true fear. Fear versus rational analysis is not a fair fight, and this inefficiency never gets old.

Market Outlook
Jan 28
Market Outlook

Around the Curve

Tailwind in 2019: Global Inflation

January 28, 2019

Low inflation and disciplined central banks in much of the world is especially good news for emerging markets.

Market Outlook
Jan 07
Market Outlook

Around the Curve

Emerging Markets: Three Keys to Growth

January 07, 2019

We believe three key factors – all necessary – could facilitate the flow of capital back into emerging market assets in 2019: The Fed; fiscal and monetary policy in China; and U.S.-China trade relations.

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