Featured Insights


Chart of the Week

U.S. STOCKS: STRONG EARNINGS SEASON

Source: Bloomberg, S&P Dow Jones Indices, August 2, 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.

 

Market Snapshot

U.S. Jobs: Still Hiring

July's employment report showed growth continuing; the Fed sounded optimistic about growth in its latest statement; the UK's rate rise was about normalization, not Brexit; China took some market-based steps in the currency market.


Featured Insights

Market Outlook
Aug 02
Market Outlook

Drug Stocks: Starved for Capital

August 02, 2018

Fears that drug pricing will collapse have pushed many investors away from this sector, yet we see drug spending becoming less, not more, of an issue going forward: given current valuation levels, the potential for stronger returns is very real.

Investment Insights
Aug 02
Investment Insights

ESG: Conservation can create capital

August 02, 2018

Water conservation and stewardship initiatives are helping companies from manufacturing to consumer goods to gain competitive advantages and manage future risks.

Market Outlook
Jun 29
Market Outlook

U.S. Equities

Beyond the Wall of Worry

June 29, 2018

Though trade war tensions could sidetrack investors, history suggests markets should rally after midterm elections -- with recession risks low going into Trump's third year in office.

Market Outlook
May 30
Market Outlook

Uncertainty Weighs on Italian Banks

May 30, 2018

Italy’s failure to form a government has caused bond spreads to widen sharply and could cause the ECB to delay its rate tightening plans. If so, that could pressure many European financial stocks and make the outlook for bank earnings growth much less bullish.

Investment Insights
May 21
Investment Insights

U.S. Equities

Could Value Catch Momentum?

May 21, 2018

Investors have been gravitating toward stocks with price momentum, but higher interest rates should foster more diversity -- with value getting greater consideration as a driver of equity selection.

Investment Insights
May 02
Investment Insights

Could The Tariff Skirmish Have a Silver Lining?

May 02, 2018

Trump’s antagonistic approach to redefining U.S. trade relationships is creating challenges now, but could eventually lead to a “trade peace” that expands global commerce.

Market Outlook
May 02
Market Outlook

U.S. Economy: Keep on Trucking

May 02, 2018

Our Recession Risk Dashboard continues to signal that the likelihood of a pullback in the next 12 months is low -- a view supported by recent data on the volume of freight shipped via trucks.

Investment Insights
Apr 24
Investment Insights

ESG: Making an Impact

April 24, 2018

ClearBridge has been and continues to be a leader in incorporating ESG into its investment process, as well as in working with companies to generate direct impact on ESG-related issues.

Market Outlook
Apr 03
Market Outlook

Diversifying Risk in International Stocks

April 03, 2018

International stocks are gaining traction with investors -- but passive strategies may not be the best guide to opportunity. ClearBridge's Eliza Mazen explains why an active approach to diversifying international growth stocks may make more sense.

Market Outlook
Apr 02
Market Outlook

The Long View

Stocks: Perspective on the Pullback

April 02, 2018

None of the catalysts behind the recent pullback have changed the larger backdrop for the market. Fundamentals remain solid, and we believe the current pullback has largely run its course.

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.

Investment Insights
Jan 29
Investment Insights

A Different View of Growth

January 29, 2018

Looking beyond the limits of traditional growth-stock benchmarks has allowed ClearBridge Portfolio Managers Margaret Vitrano and Evan Bauman to thrive in a crowded field.

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