Featured Insights


Chart of the Week

EUROPEAN STOCKS: BOUNCEBACK CANDIDATE?

Chart courtesy of ClearBridge Investments. Source: FactSet, as of 9/30/2019. U.S. stocks are represented by the MSCI USA Stock Index.  European stocks are represented by the MSCI Europe Stock Index. Index values re-indexed to 100 on 12/31/1969. 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

Diversification: 3 Choices Now

Market Snapshot

The idiosyncrasies of niche markets can provide opportunities but require professional expertise.


Featured Insights

Market Outlook
Dec 13
Market Outlook

2020 Outlook for Global Equities

December 13, 2019

Accommodative policy moves by global central banks give us an optimistic view of equities heading into 2020.

Market Outlook
Dec 02
Market Outlook

Recession Indicators Update

Wage Pressures Mounting

December 02, 2019

Wage pressures are mounting, which could lead to higher inflation – yet commodity prices have improved. That leaves the ClearBridge Recession Risk Dashboard overall signal unchanged at a cautionary yellow.

Investment Insights
Dec 02
Investment Insights

Governance Reform Key For Japan Equities

December 02, 2019

Japanese companies are increasingly adopting governance practices geared toward enhancing shareholder value and aligning operations with global standards.

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 16
Market Outlook

Large-Cap Growth Stocks

Will Business Spending Hold Up?

October 16, 2019

Despite a rocky third quarter, growth stocks are up 23.30% for the year, well above our expectations coming into 2019.

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.

Market Outlook
Sep 05
Market Outlook

Recession Indicators Update

Signals Change, Caution Remains

September 05, 2019

With two signals deteriorating and one improving, the ClearBridge Recession Risk Dashboard remains unchanged with an overall yellow signal.

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 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.

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