Featured Insights


Chart of the Week

Source: Bloomberg, as of 7/18/16. Past performance is no guarantee of future results. An investor cannot invest directly in an index. Unmanaged index returns do not reflect any fees, expenses or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

EM Stocks: Cushioning the Ride

There’s potential for investors to participate in emerging market equity opportunities with more acceptable levels of volatile through proper stock selection.

Market Snapshot

US growth: Summer sizzle

So far, so good

The US economy is having a solid summer so far; with a dovish Fed, more growth may need new tools. Meanwhile, Europe is feeling the first impact of the Brexit vote; China's currency continues to play a supporting role in global trade.


Insights

Market Snapshot
Jul 22

So far, so good

US growth: Summer sizzle

The US economy is having a solid summer so far; with a dovish Fed, more growth may need new tools. Meanwhile, Europe is feeling the first impact of the Brexit vote; China's currency continues to play a supporting role in global trade.

Investment Insights
Jul 21

Volatility: Here Today, Gone Tomorrow

Volatility is an inevitable part of investing and when markets get bumpy opportunities can emerge for patient, value-oriented investors.

Market Outlook
Jul 21

UK bonds - May blossom

Improving US economic data and the formation of a new UK government led by Theresa May boosted spread sectors, especially UK corporate bonds. Volatility in global bond markets fell over the past five trading days, following the shocks created by the UK’s June 23 decision to leave the European Union (EU). Traditional safe-havens, such as long US Treasury bonds, gave up some of their recent gains, while German and Japanese sovereign bond yields rose, although they still trade at negative levels. Inflation expectations on both sides of the Atlantic did something relatively new – increase - although data remains mixed: while the US June jobs report beat expectations, Germany’s leading ZEW investor sentiment index posted in July its biggest monthly drop since 2012.

Investment Insights
Jul 19

For your consideration

Five Reasons to Like U.S. Stocks Now

There's no shortage of anxiety in today's financial markets – whether it's geopolitics, valuation, or unprecedented global central bank policies. But where there's doubt, there can be opportunity. These five factors are worth considering for stocks in the U.S.:

Market Snapshot
Jul 15

Wallets at the ready

US consumers to the rescue?

Slow, steady growth spread to the consumer sector in June, with retail sales perking up right along with consumer prices. Meanwhile, Japan's election gave Shinzo Abe a historically free hand for reform, both economic and military, and China growth showed the benefits of government support.

Market Outlook
Jul 07

Mid-week Bond Market Update:

Keep Calm (The Fed's on Hold)

Developed market sovereign bond yields extended the rally started on June 23, when the UK voted to leave the European Union (EU). Supported by hopes of further global central bank easing to tame the effects of the vote, US, German and Swiss bond yields, among others, reached fresh record lows.

Market Snapshot
Jul 01

Market Liquidity: The dog that didn't bark

While beginning the adjustment to a changing economic and political landscape, world market liquidity appeared to hold up well, thanks to careful central bank management. Meanwhile, Puerto Rico got a much-needed break.

Market Outlook
Jun 30

Fresh perspective on the UK/EU divorce:

Live from London

Highlights from our June 29 London roundtable -- offering fresh perspective on the unfolding realities surrounding Britain's vote to leave the European Union.

Investment Insights
Jun 27

Brexit: A Catalyst for Reforms

ClearBridge's Paul Ehrlichman discusses the economic and investment implications of Britain's decision to leave the EU.

Market Outlook
Jun 27

Brexit's Aftermath:

Watch the Dollar

Brexit's main economic risk may be to the British economy, but beware the potential knock-on effect of a stronger US dollar, notes Francis Scotland of Brandywine Global.

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