Featured Insights


Chart of the Week

CRUDE OIL SAVED THE S&P

Source: Bloomberg, April 19, 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.

 

Crude Oil Saved the S&P

Chart of the Week

Market Snapshot

Faceoff over crude

OPEC’s meeting had some unexpected commentary; the Fed heard tales of good times; Bank of England surprised its markets.


Featured Insights

Market Outlook
Feb 06
Market Outlook

U.S. stocks

Sell-Off Overlooks Solid Long-Term Trends

February 06, 2018

The current sell-off is overdone, notes Investment Strategist Jeff Schulze: inflation fears have been heightened by investor complacency, and the market can handle higher rates if the rise is not too rapid.

Investment Insights
Jan 31
Investment Insights

ESG

Impact Investing Through Stocks

January 31, 2018

Investors seeking to have an impact on social and environmental issues should look to equity managers with the scale and expertise to influence corporate policies and capital allocation.

Market Outlook
Jan 29
Market Outlook

Equity income

Holy Cow!

January 29, 2018

2017 was another wonderful year for dividend increases and we continue to expect dividends to rise in line with corporate earnings.

Market Outlook
Jan 05
Market Outlook

U.S. stocks

How the Tax Bill Will Shape 2018

January 05, 2018

Changes in the tax code that reward capital expenditures and the repatriation of profits held abroad should boost U.S. GDP as well as corporate productivity.

Market Outlook
Dec 14
Market Outlook

The view from ClearBridge

2018 Outlook: Watch M&A, Oil and Rates

December 14, 2017

A pickup in merger and acquisition activity, higher oil prices and changes in leadership resulting from shifts in interest rates could unlock new opportunities for active equity managers in 2018.

Investment Insights
Oct 26
Investment Insights

US equities

Signals from a pick-up in US M&A activity

October 26, 2017

A pick-up in mergers and acquisitions activity in undervalued parts of the US equity market could start a transition away from mega cap technology and Internet names being the biggest drivers of performance and momentum.

Investment Insights
Oct 18
Investment Insights

ESG: The Future of Investing

October 18, 2017

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.

Market Outlook
Oct 09
Market Outlook

U.S. Stocks

Room to Run, but Watch the Fed

October 09, 2017

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?

Investment Insights
Oct 04
Investment Insights

International stocks

Active Managers and the Global Economy

October 04, 2017

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.

Investment Insights
Sep 01
Investment Insights

Flooding in Texas: The Impact on Insurers

September 01, 2017

Though severe enough to impact earnings, the flooding in Texas is unlikely to hurt property & casualty insurers badly enough to force rates higher.

Market Outlook
Aug 29
Market Outlook

ESG: GAINING TRACTION

August 29, 2017

No longer simply a niche strategy, ESG is evolving into a fundamental tool that can help active managers identify long-term value.

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