Featured Insights


Chart of the Week

EM STOCKS: ROOM TO MOVE

Source: Bloomberg, 9/30/17. 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. 

EM Stocks: Room to Move

Chart of the Week

Market Snapshot

U.S. growth: Mixed signals

The Fed looked toward a December hike as a more varied picture emerged; Catalonia chose to pause; China prepared for its 5-year People's Congress


Featured Insights

Investment Insights
Oct 04
Investment Insights

International stocks

Active Managers and the Global Economy

October 04, 2017

Positioning portfolios to anticipate potential shifts in market leadership is a key way active equity managers add value -- and one that's especially relevant in non-U.S. markets.

Investment Insights
Sep 01
Investment Insights

Flooding in Texas: The Impact on Insurers

September 01, 2017

Though severe enough to impact earnings, the flooding in Texas is unlikely to hurt property & casualty insurers badly enough to force rates higher.

Market Outlook
Aug 29
Market Outlook

ESG: GAINING TRACTION

August 29, 2017

No longer simply a niche strategy, ESG is evolving into a fundamental tool that can help active managers identify long-term value.

Investment Insights
Aug 24
Investment Insights

ESG: The New Standard for "Best-in-Class"?

August 24, 2017

There's growing evidence that companies who integrate societal concerns about the workplace, environment and corporate governance into their operations may have a competitive advantage and improved growth potential.

Investment Insights
Aug 03
Investment Insights

Opportunity outside the U.S.

International stocks: Tailwinds Picking Up

August 03, 2017

After a decade out of favor, international value stocks are overdue for a comeback, notes ClearBridge PM Safa Muhtaseb, thanks in part to better prospects for cyclical sectors in Europe.

Investment Insights
Jul 25
Investment Insights

Health care stocks

Biotech: Poised to Perform

July 25, 2017

Biotech companies represent a potential driver of above-average long-term earnings growth, yet current valuations appear to assign little value to the rich research and development pipelines in many firms in this industry.

Investment Insights
Jul 10
Investment Insights

Q2 update

U.S. Stocks: Trends Signal Continued Upside

July 10, 2017

Corporate earnings growth, an expanding economy and ample liquidity remain supportive of the current bull market. Earnings and economic growth, more than potential fiscal and tax policy, have been the catalysts for higher stock prices.

Market Outlook
Jul 07
Market Outlook

Is the stock market right about economic growth?

July 07, 2017

High quality companies remain an attractive investment opportunity despite more moderate growth expectations.

Market Outlook
Apr 10
Market Outlook

Have emotions overtaken logic?

April 10, 2017

After multi-year gains in the stock market, investors are looking beyond easy money for signs of continued momentum.

Investment Insights
Apr 06
Investment Insights

U.S. Equities

Growth is Where You Find It

April 06, 2017

Investing in growth stocks outside the limits of traditional benchmarks has allowed ClearBridge PMs Margaret Vitrano and Evan Bauman to thrive in a crowded field.

Investment Insights
Apr 04
Investment Insights

Stocks at a Crossroads

April 04, 2017

“Without substantial improvements in U.S. Growth, prepare to see more volatility” – especially in cyclical sectors, notes ClearBridge Large Cap Growth Manager Margaret Vitrano.

Investment Insights
Feb 21
Investment Insights

Handicapping the Odds of Recession

February 21, 2017

Current indicators aren't signaling a pullback, and a healthy U.S. consumer suggests the recent expansion has room to run.

17/24
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 associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.