Featured Insights


Chart of the Week

U.S. ECONOMY: MORE QE ON THE WAY?

Chart courtesy of ClearBridge Investments. Source: Bloomberg, as of 9/30/19. 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

Yield opportunities are on the rise

Market Snapshot

Current market uncertainties are generating potential opportunities for income investors.


Featured Insights

Market Outlook
Sep 05
Market Outlook

Recession Indicators Update

Signals Change, Caution Remains

September 05, 2019

With two signals deteriorating and one improving, the ClearBridge Recession Risk Dashboard remains unchanged with an overall yellow signal.

Investment Insights
Sep 03
Investment Insights

What the New Tariffs Mean for Crude

September 03, 2019

Chinese tariffs on U.S. oil pose a new challenge, but the bigger issue is weakening demand caused by trade tensions.

Investment Insights
Aug 29
Investment Insights

Energy MLP update

Are Midstream Stocks Poised to Rally?

August 29, 2019

Midstream stocks have performed well relative to equities when yield spreads have been as wide as they are today.

Investment Insights
Aug 19
Investment Insights

Equities

Cloud Security Software Still Critical

August 19, 2019

With cloud adoption accelerating and software stocks under recent market pressure, information security stocks represent a compelling opportunity.

Market Outlook
Aug 07
Market Outlook

Recession Indicators Update

Delving Deeper into Yellow Signals

August 07, 2019

The ClearBridge Recession Risk Dashboard is signaling caution, but a yellow signal doesn't mean recession is right around the corner.

Investment Insights
Jul 24
Investment Insights

Natural Gas Offers a Path to Carbon Neutrality

July 24, 2019

The cleanest fossil fuel, natural gas can be instrumental in a transition to renewable energy.

Market Outlook
Jul 09
Market Outlook

Recession Indicators Update

Soft Patch or Slowdown Leading to Recession?

July 09, 2019

While we could be in the late stages of the current bull market, we see stocks grinding higher in the coming months through increased volatility.

Investment Insights
Jun 18
Investment Insights

Rising Risk Bears Watching in Oil Market

June 18, 2019

Recent attacks on oil tankers in the Gulf of Oman could lead to an escalation of U.S.-Iran tensions and higher oil prices.

Market Outlook
Jun 06
Market Outlook

Recession Indicators Update

Trade Fears Impacting Commodity Prices

June 06, 2019

The ClearBridge Recession Risk Dashboard continues to signal economic expansion, but tariff conflicts are showing up in ways that matter.

Market Outlook
Jun 04
Market Outlook

China vs Europe: Different Growth Challenges

June 04, 2019

Both China and Europe are showing encouraging signs of improving growth, but it's the differences that investors may find most interesting.

Investment Insights
May 30
Investment Insights

Things Change: The Case for International

May 30, 2019

International equities could regain momentum as conditions that have favored U.S. stocks begin to shift.

Market Outlook
May 13
Market Outlook

MLP update

Midstream Valuation Discounts Shouldn’t Last

May 13, 2019

The current disconnect between MLP (Master Limited Partnership) fundamentals and valuations is unsustainable if cash flows grow stronger, as ClearBridge expects.

17/30
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