Featured Insights
Recession Indicators Update
Cautious as Activity Rebounds
Manufacturing new orders bounced back last month, but the ClearBridge Recession Risk Dashboard's signal remains a cautious yellow.
Insurance: High Potential in Emerging Markets
As emerging markets become wealthier, so does demand within them for financial services like insurance.
Summary outlook
The Year in Review, a Look Ahead
The risks, macro factors and opportunities behind Western's outlook for the year ahead.
Coronavirus Business Impacts Likely Short-Lived
The short-term negative economic impact will likely motivate China and other countries to add to existing fiscal and monetary stimulus measures.
Equity ideas for 2020
Diversifying Total Return Drivers
Consumer stability and central banks may sustain the global expansion during 2020, but uncertainty lurks in persistent geopolitical issues.
Chart of the Week
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
Mid Week Bond Update
Negative Rates: Is the U.S. Next?
Whether, when and how could negative interest rates arrive in the U.S.?
Insight on Rates
Negative Rates: Headed Your Way?
With negative interest rates already in place in Japan and Europe, it’s only a matter of time before they reach the US.
Around the Curve
Global Growth and the Coronavirus
The potential impact of the new coronavirus on the world's economy.
Mid Week Bond Update
The Fed: A Busy Buyer
What the Fed has been buying for its own account – and why.
Economic update
Coronavirus: Assessing the Impact
Perspective on how the coronavirus outbreak may impact investments and economic growth in the days ahead.
Mid Week Bond Update
EM Corporate Debt: Not Done Yet
Even after a strong 2019, aggregate fundamentals for EM Corporates remain positive.
Emerging Markets
Indian labour law reform
Government reforms aimed at addressing widespread underemployment could be key to unlocking future growth.
Exploring the Ongoing Active Passive Debate
Thoughtful perspective on the role that active investing has to play in generating long-term results in investors’ portfolios.
Market & Strategy Update
Steady Growth via Central Banks
Central bank dovishness and good fundamentals should support spread product vs. government bonds, along with relatively volatile EM debt.
Global Growth: What To Worry About?
The IMF's cautiously optimistic outlook is not without some unrecognized risk.
2020 Market Outlook
Key Themes and Drivers for Infrastructure
Infrastructure could be at the centre of new government efforts to stimulate their economies though spending on local labour and materials.
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