Featured Insights


Chart of the Week

SPREAD SECTORS: THE BEAT GOES ON

Chart courtesy of Western Asset. Source: Bloomberg Barclays, J.P. Morgan, S&P Global Market Intelligence, a division of S&P Global Inc, Western Asset, as of 11/15/2019. ¹S&P/LSTA Performing Loans Index excess return vs. 3-Month LIBOR. See definitions below. 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
Nov 05
Market Outlook

Recession Indicators Update

Recession Lessons: A Look Back at 1990

November 05, 2019

Our Recession Risk Dashboard continues to signal caution, with no changes from September. Meanwhile, we continue to explore how the model would have fared ahead of past pullbacks -- such as the recession of 1990.

Market Outlook
Oct 04
Market Outlook

Recession Indicators Update

Can the Consumer Endure Mounting Headwinds?

October 04, 2019

The ClearBridge Recession Risk Dashboard continues to flash an overall yellow signal with healthy consumer spending balancing weaker manufacturing.

Investment Insights
Sep 25
Investment Insights

Late-cycle investing

Why Dividend Growth Matters Now

September 25, 2019

Falling yields underscore the value that companies which consistently increase dividend payouts offer to equity investors.

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.

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.

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