Featured Insights
Recovery Indicators Update
Green Shoots Begin to Emerge
The ClearBridge Recovery Dashboard improved to a cautious yellow in May on upgrades to credit spreads and initial jobless claims.
Market Commentary
Uncertainty and Investment-Grade Credit
Investment-grade credit could offer substantial value, even in the current uncertain economic environment.
Around the Curve
Fighting deflation now, causing inflation later?
Will the recent worldwide fiscal and monetary moves set the stage for an inflationary future?
Global Emerging Markets
Through the ESG Lens
Emerging markets have made great strides when it comes to ESG over the years, and there is now a constellation of companies which can go head to head with their developed-market peers.
Corporate bonds
The Future of the Office Sector
COVID-19’s sudden impact on the market for office space could spark unanticipated changes longer-term.
Chart of the Week
Chart inspired by Western Asset. Source: Bloomberg, as of 5/29/20. 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.
Investment grade credit: Sweet spot
Chart of the Week
Market Snapshot
Oil Shock: The Energy Sector and Beyond
The collapse in oil prices has added to market dislocations and uncertainty associated with the coronavirus pandemic.
Featured Insights
Emerging Market Debt
EM: Liquidity and Opportunity
For EM debt, the lower liquidity of recently volatile markets could provide more opportunity than in more tranquil times.
Market Update
Global Investment-Grade Credit: Now is the Time
In a still unpredictable environment, global investment-grade credit could offer the potential for capital gains, income and liquidity.
The 2020 Impact Report
Improving Outcomes Through Active Company Ownership
A comprehensive review of the sustainability issues ClearBridge is addressing through ESG engagement.
Municipal Bonds
Putting State Budget Gaps in Perspective
What states need to survive these challenging economic times.
Decision Time: Equity or Credit?
With the future uncertain and concern about drawdown risk elevated, credit's defensive characteristics are increasingly important to allocation decisions.
Where Do We Go Now?
Sustainable dividend stocks may offer equity exposure and yield with some insulation from price fluctuations.
Mid Week Bond Update
The Dollar: Priced to Perfection or Overvalued?
The U.S. dollar has benefited from the risk aversion generated by COVID-19. But longer term, is the greenback ahead of itself?
Currency markets
The Dollar is King...Or Is It?
Risk aversion is helping support U.S. dollar for now, but the longer-term outlook remains clouded by uncertainty.
Global bonds
The Outlook for Italy
After a dramatic policy response to COVID-19, what's next for Italy's economy and bond markets?
Markets Now: Review and Outlook
Our tactical stock-bond model continues to favor investment grade bonds over U.S. stocks.
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, performance and other important information. Review this information carefully before you make any investment decision.
