Strategies that embrace environmental, social and governance (ESG) principles are attracting more and more attention and assets -- a trend that's likely to expand going forward.
The global economy has been firing on all cylinders, stocks have soared, and recessionary risks remain minimal. But could the Fed's plans to shrink its balance sheet spoil the party?
ClearBridge's Margaret Vitrano reflects on pockets of opportunity in large-cap stocks amid the market's recent run-up.
ClearBridge health care analysts examine potential changes for the sector in light of recent election results, including the potential repeal or reform of the Affordable Care Act.
Regulatory delays for pipeline development are easing and drilling activity is increasing, which could have positive implications for MLPs in the energy sector.
Chart of the Week
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.
Chart of the Week
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
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.
Though severe enough to impact earnings, the flooding in Texas is unlikely to hurt property & casualty insurers badly enough to force rates higher.
No longer simply a niche strategy, ESG is evolving into a fundamental tool that can help active managers identify long-term value.
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.
Opportunity outside the U.S.
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.
Health care stocks
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.
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.
High quality companies remain an attractive investment opportunity despite more moderate growth expectations.
After multi-year gains in the stock market, investors are looking beyond easy money for signs of continued momentum.
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.
“Without substantial improvements in U.S. Growth, prepare to see more volatility” – especially in cyclical sectors, notes ClearBridge Large Cap Growth Manager Margaret Vitrano.
Current indicators aren't signaling a pullback, and a healthy U.S. consumer suggests the recent expansion has room to run.
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