Featured Insights


Chart of the Week

GROWTH, WAGES AND PRICES: TOUGH CALLS

Courtesy of Western Asset, October 25, 2018. Source: Federal Reserve. as of August 31, 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. Producer Prices: Heating Up?

Producer prices could be a sign of rapid inflation ahead; UK had a growth spurt; Venezuela’s currency reset had little effect.


Featured Insights

Market Snapshot
Nov 16
Market Snapshot

Brexit Plan Panned, Oil Retreats

November 16, 2018

Latest Brexit plan sparks new political turmoil and sends the pound reeling; oil prices pull back sharply amid a glut in light crude supply; Japan's growth falters.

Market Outlook
Nov 13
Market Outlook

Mid Week Bond Update

Pound and Euro: Under Pressure

November 13, 2018

While the rising dollar has been getting all the attention, the British pound and the euro have been surprisingly resilient in the face of significant pressure.

Investment Insights
Nov 13
Investment Insights

Infrastructure and the Market Cycle End

November 13, 2018

Is listed infrastructure insulated from the end of a market cycle, and if so, to what degree? RARE’s co-chief investment officer, Nick Langley, explains the market drivers for these stocks.

Market Snapshot
Nov 09
Market Snapshot

U.S. Producer Prices: Heating Up?

November 09, 2018

Producer prices could be a sign of rapid inflation ahead; UK had a growth spurt; Venezuela’s currency reset had little effect.

Market Outlook
Nov 07
Market Outlook

Midterm Elections: Divided Congress Signals Gridlock

November 07, 2018

With control of the Senate and House now divided, and the prospects for a recession still muted, the S&P 500 should continue to march higher in 2019 -- with areas of potential opportunity for active managers in specific sectors.

Market Outlook
Nov 07
Market Outlook

Mid Week Bond Update

U.S. Rates: Sleeper Steepening

November 07, 2018

While some market observers worry about an overly hawkish Fed provoking recession, the U.S. Treasury yield curve appears to be sending a somewhat different message.

Market Snapshot
Nov 02
Market Snapshot

U.S. jobs: Nice!

November 02, 2018

October's jobs report was positive on all counts; U.S.-China trade deal rumblings; global oil prices fell as the U.S. embargo on Iranian crude came into effect.

Market Outlook
Oct 31
Market Outlook

Mid Week Bond Update

European Bonds: Ignoring Politics?

October 31, 2018

Economics took a back seat to politics in European market last week.

Investment Insights
Oct 30
Investment Insights

Around the Curve

Accounting Fraud: The Signs

October 30, 2018

The difference between “aggressive accounting” and “fraud” can be unclear; most cases of “aggressive accounting” are simply that. Here are some signs that can help tell the difference.

Investment Insights
Oct 29
Investment Insights

Contagion Contained

October 29, 2018

It’s been a challenging few months for emerging markets (EM). Unsurprisingly though, as active fundamental managers we see the dislocation between negative market reactions and the actual long-term drivers of growth in the asset class as a compelling opportunity.

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