Featured Insights


Chart of the Week

VOLATILITY: LOW NOW, BUT…

Chart courtesy of QS Investors. Source: Bloomberg, 1999 – 2019. Global Economic Policy Uncertainty Index with Current Price GDP Weights. 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.

Volatility: Low now, but…

Chart of the Week

Market Snapshot

Diversification: 3 Choices Now

Market Snapshot

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


Featured Insights

Market Outlook
Jan 07
Market Outlook

Recession Indicators Update

A Pivotal Year for Equities

January 07, 2020

Our Recession Risk Dashboard continues to indicate a cautionary yellow signal with no changes this month, while valuation and allocation trends suggest a positive, albeit choppy, market in 2020.

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 13
Market Outlook

2020 Outlook for U.S. Equities and Economy

December 13, 2019

A resilient consumer is likely to propel the bull market and economic expansion through the new year.

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
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 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.

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