Featured Insights


Chart of the Week

SMALL CAPS: JUST GETTING STARTED?

Chart courtesy of Royce Investment Partners. Source: Bloomberg, as of 6/30/20. 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

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
Jul 08
Investment Insights

Infrastructure Earnings and COVID-19 Uncertainty

July 08, 2020

The market has potentially mispriced COVID-19's impact on both earnings and the market risk premium attached to infrastructure assets.

Investment Insights
Jun 12
Investment Insights

The Listed Infrastructure Opportunity

June 12, 2020

For inflation-linked absolute returns, listed infrastructure may provide several attractive characteristics.

Investment Insights
Jun 09
Investment Insights

The New Normal

Retailers Go All-In Online

June 09, 2020

Inroads made by e-commerce in retail sectors like groceries and food delivery during the COVID-19 lockdown are likely permanent.

Market Outlook
Jun 03
Market Outlook

Recovery Indicators Update

Green Shoots Begin to Emerge

June 03, 2020

The ClearBridge Recovery Dashboard improved to a cautious yellow in May on upgrades to credit spreads and initial jobless claims.

Investment Insights
May 26
Investment Insights

The 2020 Impact Report

Improving Outcomes Through Active Company Ownership

May 26, 2020

A comprehensive review of the sustainability issues ClearBridge is addressing through ESG engagement.

Investment Insights
May 13
Investment Insights

The New Normal

Health Care Innovation Earns Validation

May 13, 2020

Biopharmaceuticals should see only limited disruption from the pandemic and help maintain the health care sector's market leadership position.

Investment Insights
May 05
Investment Insights

Assessing The Risks of Reopening

May 05, 2020

Some regions and industries may be better positioned than others for a rebound from COVID-19 closures.

Market Outlook
May 05
Market Outlook

Recession Indicators Update

Searching for a Market Bottom

May 05, 2020

High unemployment and consumer caution could limit the reopening of the U.S. economy -- delaying the formation of a durable market bottom and fostering near-term volatility.

Market Outlook
May 04
Market Outlook

Gauging the Potential for a Value Cycle

May 04, 2020

Growth and value stock trends suggest there's potential for a major change in economic and market dynamics.

Investment Insights
May 04
Investment Insights

The New Normal: Remote Work Reshapes Technology

May 04, 2020

The work-from-home trend triggered by COVID-19 is impacting IT in three key areas: consumer, enterprise and network service providers.

Investment Insights
Apr 22
Investment Insights

The Coronavirus and ESG Engagement

April 22, 2020

In these challenging times, advancing basic issues of sustainability for all stakeholders will support more positive long-term outcomes.

Market Outlook
Apr 04
Market Outlook

Anatomy of a Recession

Will Shock and Awe Be Enough?

April 04, 2020

An unprecedented response to the economic shutdown should help avoid a worst-case outcome, but how quickly aid reaches small businesses is critical.

Investment Insights
Mar 26
Investment Insights

COVID-19: How Long Will It Last?

March 26, 2020

The pattern of coronavirus cases in South Korea provides a rough estimate of what we can expect in the U.S.

Market Outlook
Mar 26
Market Outlook

Encouraging Signs Are on the Horizon

March 26, 2020

Volatility associated with recent deleveraging should start to dampen going forward; higher-quality companies with durable business models and good earnings visibility should weather this storm better than most.

19/54
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.