Featured Insights


Chart of the Week

INTERNATIONAL EQUITIES: THINGS CHANGE

Chart courtesy of ClearBridge Investments. Source: Bloomberg, as of 5/31/19. Returns are cumulative and based on price movement only, and do not include the reinvestment of dividends. +101% for S&P 500 measures 10/09/02-10/12/2007 and +218% for MSCI ACWI ex-U.S. measures 3/12/03-10/31/07. 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.

Market Snapshot

China targets U.S. farmers

China’s latest tariffs focus on U.S. agricultural exports; financial markets are pricing in at least one Fed rate cut this year; U.S. consumers’ debt load reached $13.67 trillion, with student debt outstripping auto loans.


Featured Insights

Investment Insights
Jun 17
Investment Insights

Around the Curve

Tepid Inflation: Yet Another Sign

June 17, 2019

The Fed could have a challenge on its hands if it hopes to discover signs of a pickup in inflation.

Investment Insights
Jun 03
Investment Insights

Around the Curve

Political Risk and Investors

June 03, 2019

How can investors analyze – and quantify – the levels of political risk for fixed income?

Investment Insights
May 29
Investment Insights

Around the Curve

Chinese bonds: The Global Dimension

May 29, 2019

China's bonds are about to be included in important global bond indexes. Here's a primer on China's bond markets and what to expect when the markets go global.

Investment Insights
May 13
Investment Insights

Around the Curve

Why Kudlow Might Be Right

May 13, 2019

The willingness of U.S. consumers to spend is a crucial driver of interest rates – and global growth.

Investment Insights
May 06
Investment Insights

Around the Curve

The Fed's Inflation Problem

May 06, 2019

With inflation expectations plumbing new lows, the Fed may be reconsidering longstanding assumptions about monetary policy.

Market Outlook
Apr 29
Market Outlook

Around the Curve

Stocks: Five Currency Myths Debunked

April 29, 2019

Over the years, we've observed some widely held misconceptions about currencies’ role in global equity investing.

Market Outlook
Apr 22
Market Outlook

Q1 Macro Commentary

The End of Normalization

April 22, 2019

Confidence in the global economy a year ago led policymakers to move too far and too fast -- ultimately hurting growth. Fortunately, the pendulum appears to be swinging the other way.

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 11
Investment Insights

Around the Curve

Global Growth: The Bearish Case

April 11, 2019

Part 2 of 2: The factors that could contribute to a decline in global growth.

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.

Market Outlook
Mar 20
Market Outlook

Around the Curve

Brexit: Beginning of the End? or...

March 20, 2019

Is the Brexit story about to end, or about to begin?

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.

18/44
Top

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.