Featured Insights


Chart of the Week

POLITICS AND STOCKS: POST-MIDTERM RETURNS

Chart Courtesy of ClearBridge Investments.  Source: FactSet. 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

The Fed: Reverse Jawbone

Market Snapshot

The Fed redoubled its campaign to undo the impressions left by its previous statements; China helped pick up the pace of its trade negotiations with the U.S.; Brexit brinkmanship saw no breakthrough.


Featured Insights

Market Snapshot
Jan 18
Market Snapshot

Brexit: To Fight Another Day

January 18, 2019

The Brexit saga moved forward, if uncertainly; China took steps to ease its economy as trade talks continued.

Market Outlook
Jan 16
Market Outlook

Brexit: Deal, No Deal, Or Something in Between?

January 16, 2019

A wide spectrum of potential Brexit scenarios still remains. On balance, our base case is for Parliament ultimately to support a “Plan B” deal. Under this outcome or an “extend” scenario, the probabilities now tilt toward a softer or later Brexit; the odds of a "no-deal” Brexit have fallen.

Market Outlook
Jan 16
Market Outlook

Mid Week Bond Update

U.S. Rates: Calmer Year Ahead for the Fed?

January 16, 2019

The Fed and the markets are learning how to communicate; parts of the U.S. yield curve are steepening; Brexit's impact on currencies and asset prices follows its own logic.

Market Outlook
Jan 15
Market Outlook

Fed Outlook: "Wait and See"

January 15, 2019

We expect that the Fed will eventually adopt a “wait-and-see” strategy this year, with at most one more rate hike in 2019.

Market Snapshot
Jan 11
Market Snapshot

Market Snapshot

The Fed: Reverse Jawbone

January 11, 2019

The Fed redoubled its campaign to undo the impressions left by its previous statements; China helped pick up the pace of its trade negotiations with the U.S.; Brexit brinkmanship saw no breakthrough.

Investment Insights
Jan 10
Investment Insights

Fixed income

Unconstrained: Stay Active

January 10, 2019

Income and global credit are becoming mainstays of fixed-income investing – an actively managed, unconstrained approach can be a valuable tool to face today's rapidly-changing market conditions.

Market Outlook
Jan 09
Market Outlook

Mid Week Bond Update

U.S. Economy: December Follow-Through

January 09, 2019

For the U.S., December showed a strong finish to a year of growth – at least for job seekers.

Market Outlook
Jan 08
Market Outlook

Markets Now: Review and Outlook

January 08, 2019

Our economic outlook is in slightly negative territory as of the end of December – a rebound from a far more negative position at the end of November, largely due to a recovery in global trade data.

Market Outlook
Jan 07
Market Outlook

Around the Curve

Fed balance sheet: Watching paint dry?

January 07, 2019

Given what's actually in the Fed's inventory of securities, is the current plan for selling it off too risky?

Market Outlook
Jan 01
Market Outlook

2019 Outlook: Shifting Signals

January 01, 2019

Explore what our 9 managers are saying about the markets in 2019.

Market Snapshot
Dec 21
Market Snapshot

The Fed: Timing is everything

December 21, 2018

The Fed raised its benchmark rate, along with financial markets' anxiety; U.S. headline growth for Q3 looked just OK, but the devil lurked in the details.

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