Featured Insights


Chart of the Week

U.S. JOBS: SLOWER ISN'T SLOW

Chart Courtesy of Western Asset Management.  Source: U.S. Bureau of Labor Statistics, as of Nov 30, 2018. 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.

U.S. Jobs: Slower isn't slow

Chart of the Week

Market Snapshot

China's growth: Behind the numbers

China’s growth figures were unexciting, but the trade picture may be improving; U.S. consumers spent well in November; Mario Draghi stuck to the ECB’s plan, but didn’t sound cheerful about it.


Featured Insights

Investment Insights
Dec 12
Investment Insights

Recession Watch: Lessons from the Last Cycle

December 12, 2018

Should we worry about the recent inversion of 3-5 year Treasury yield curve? The ClearBridge Recession Risk Dashboard suggests concerns may be overblown.

Market Outlook
Nov 07
Market Outlook

Midterm Elections: Divided Congress Signals Gridlock

November 07, 2018

With control of the Senate and House now divided, and the prospects for a recession still muted, the S&P 500 should continue to march higher in 2019 -- with areas of potential opportunity for active managers in specific sectors.

Market Outlook
Oct 25
Market Outlook

Equity Selloff

October Volatility Not Atypical

October 25, 2018

As monetary policy normalizes and the economic cycle matures, volatile days like those just experienced may become more common. However, the end of the cycle appears to remain in the distant future, allowing investors to find opportunity amid market anxiety.

Market Outlook
Oct 05
Market Outlook

Anatomy of a Recession:

One for the Record Books

October 05, 2018

ClearBridge's Recession Risk Dashboard continues to point to healthy backdrop for the U.S. economy and further continuation of an already record-setting expansion, with equity markets benefiting from buybacks and other shareholder-friendly moves through the coming quarter.

Market Outlook
Oct 01
Market Outlook

International stocks

Electric Vehicles: Rolling Forward

October 01, 2018

The electric vehicle (EV) market continues to expand, and with it, opportunities for investors – not only in auto manufacturing, but also in the parts, materials and adjacent industries.

Investment Insights
Sep 06
Investment Insights

Recession Indicators Update: Money Supply

September 06, 2018

Economic conditions are shifting, but the ClearBridge Recession Risk Dashboard still points to expansion rather than recession.

Market Outlook
Aug 02
Market Outlook

Drug Stocks: Starved for Capital

August 02, 2018

Fears that drug pricing will collapse have pushed many investors away from this sector, yet we see drug spending becoming less, not more, of an issue going forward: given current valuation levels, the potential for stronger returns is very real.

Investment Insights
Aug 02
Investment Insights

ESG: Conservation can create capital

August 02, 2018

Water conservation and stewardship initiatives are helping companies from manufacturing to consumer goods to gain competitive advantages and manage future risks.

Market Outlook
Jul 16
Market Outlook

Dissecting International Signals

July 16, 2018

The contrast between current economic momentum and monetary policy in the U.S. versus the rest of the world has led to lower valuations in international and emerging markets (EM) stocks -- but a change could be coming soon.

Market Outlook
Jun 29
Market Outlook

U.S. Equities

Beyond the Wall of Worry

June 29, 2018

Though trade war tensions could sidetrack investors, history suggests markets should rally after midterm elections -- with recession risks low going into Trump's third year in office.

Market Outlook
May 30
Market Outlook

Uncertainty Weighs on Italian Banks

May 30, 2018

Italy’s failure to form a government has caused bond spreads to widen sharply and could cause the ECB to delay its rate tightening plans. If so, that could pressure many European financial stocks and make the outlook for bank earnings growth much less bullish.

Investment Insights
May 02
Investment Insights

Could The Tariff Skirmish Have a Silver Lining?

May 02, 2018

Trump’s antagonistic approach to redefining U.S. trade relationships is creating challenges now, but could eventually lead to a “trade peace” that expands global commerce.

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