Featured Insights


Chart of the Week

INTERNATIONAL STOCKS: THINK SMALL

Chart courtesy of Royce & Associates. Source: Factset, as of 12/31/18. Analysis based on monthly rolling average annual return periods from the Index Inception (5/31/94) through 12/31/18. "International Large-Cap” (blue bar in chart) is represented by the Morgan Stanley Capital International (MSCI) All Country World Index (ACWI) ex USA Large Cap and “International Small-Cap” (green bar) by the Morgan Stanley Capital International (MSCI) All Country World Index (ACWI) ex USA Small Cap. 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. – China: Tariff Tumult

Negotiations on a U.S. - China trade agreement hit a snag; U.S. inflation continued its sluggish pace in April; South Africa's election was a qualified victory for the ruling ANC.


Featured Insights

Market Snapshot
May 17
Market Snapshot

China targets U.S. farmers

May 17, 2019

China’s latest tariffs focus on U.S. agricultural exports; financial markets are pricing in at least one Fed rate cut this year; U.S. consumers’ debt load reached $13.67 trillion, with student debt outstripping auto loans.

Market Outlook
May 15
Market Outlook

Mid Week Bond Update

U.S. Consumers: The Debt Debate

May 15, 2019

Are newly cautious U.S. consumers behind the world's low interest rates?

Market Snapshot
May 10
Market Snapshot

U.S. – China: Tariff Tumult

May 10, 2019

Negotiations on a U.S. - China trade agreement hit a snag; U.S. inflation continued its sluggish pace in April; South Africa's election was a qualified victory for the ruling ANC.

Market Outlook
May 08
Market Outlook

Recession Indicators Update

Lessons from 1998-2002

May 08, 2019

There are many parallels between today and 1998-2002, but the current environment lacks that period's overvaluation and cyclical excesses.

Market Outlook
May 08
Market Outlook

Mid Week Bond Update

U.S. Growth: Lower-flation and the Fed

May 08, 2019

Inflation expectations in the U.S. remain stubbornly low.

Investment Insights
May 07
Investment Insights

Putting International Small-Caps on the Map

May 07, 2019

The case for a strategic allocation to international small cap is well supported by historical data.

Investment Insights
May 06
Investment Insights

ESG: From Fringe to Mainstream

May 06, 2019

Enthusiasm for ESG has notably accelerated over the past two years, as more and more investors embrace the promise of a future that is not only wealthier but also healthier and cleaner.

Investment Insights
May 06
Investment Insights

Around the Curve

The Fed's Inflation Problem

May 06, 2019

With inflation expectations plumbing new lows, the Fed may be reconsidering longstanding assumptions about monetary policy.

Market Outlook
May 06
Market Outlook

Q2 Market & Strategy Update

Central Banks: 'Extend the expansion'

May 06, 2019

While the global growth rate has moderated and is still very modest, we expect it to be slightly better than 3.5% for the year. We view the recent inversion of a portion of the yield curve as a yellow warning sign rather than a flashing red signal of imminent recession.

Investment Insights
May 03
Investment Insights

U.S. economy

Still Room to Run

May 03, 2019

Credit conditions remain healthy at present, leaving ClearBridge optimistic about the economy over the balance of the year.

15/268
Top

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.