Featured Insights
Around the Curve
Global Trade: Weaponize the Dollar?
In today's tense global trade environment, will dollar devaluation be the next sudden move from the White House?
Recession Indicators Update
Signals Change, Caution Remains
With two signals deteriorating and one improving, the ClearBridge Recession Risk Dashboard remains unchanged with an overall yellow signal.
What the New Tariffs Mean for Crude
Chinese tariffs on U.S. oil pose a new challenge, but the bigger issue is weakening demand caused by trade tensions.
Q3 2019 Market Commentary
The Shifting Investment Landscape
Despite drastic changes in the investment backdrop, short-term pessimism about growth is overdone and higher rates are likely only in the distant future.
ASIA'S ELECTORAL IMPLICATIONS
An in-depth look at the impact of recent elections in two of Asia's largest economies – India and Indonesia.
Chart of the Week
Chart courtesy of Western Asset. Source: ICE BofA ML Global Broad Market Index,* as of 8/15/19. 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.19. *Please see Definitions section for description of this index.
Yield: The Long Drought Continues
Chart of the Week
Market Snapshot
Growth Fears: Where's the Fire?
Fresh thinking from our managers on the issues investors are talking about now.
Featured Insights
Around the Curve
Top Down or Bottom Up Analysis: Why Choose?
Knowing the big picture can be crucial – especially for countries and companies outside the U.S.
Mid Quarter Update
Policy Reversals: Are They Enough?
Will the most recent policy changes from central banks turn the tide on global growth?
A changing reaction function
Fed Rates: More than Mere Insurance Cuts
The Fed is becoming more focused on realized inflation and growth, and should remain accommodative even if global growth turns out to be more resilient than currently believed.
Mid Week Bond Update
Global Manufacturing: Tide Going Out?
The latest round of manufacturing data suggest activity in this key area is contracting worldwide.
Mid Week Bond Update
Central Banks: Try, Try Again
Major bond markets aren't yet convinced that inflation will hit the mark.
Market Snapshot
Why The Expansion Can Continue
Our managers discuss why the current pessimism about global growth and the U.S. economy may be overdone
Commercial real estate
Technology Hubs Are Transforming Markets
The U.S. tech industry is reshaping communities as well as commercial real estate values across cities nationwide.
Energy MLP update
Are Midstream Stocks Poised to Rally?
Midstream stocks have performed well relative to equities when yield spreads have been as wide as they are today.
Mid Week Bond Update
Global Yields: More Pressure on Pensions
Rock-bottom global yields challenge future funding for pension stakeholders.
Late-Cycle Investing: Key Opportunities
Thoughts from our managers on opportunities to explore later in the economic cycle.
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