Featured Insights


Market Snapshot

Fed rate hike: Places, everyone

The U.S. economy continued to turn in solid numbers; Norway made a surprising proposal; UK retail showed pre-Brexit jitters; India got an upgrade


Featured Insights

Market Outlook
Nov 22
Market Outlook

Mid-Week Bond update

Happy Thanksyielding

November 22, 2017

After much anxiety about a quick pick-up in US growth lifting bond yields, most global bond markets rallied over the past five trading days as optimism faded, dragged down by some dovish Fedspeak from current chair Janet Yellen – and by the appointment of a successor whom markets expect to be as cautious as her. Despite rising oil prices, US inflation expectations...

Market Snapshot
Nov 17
Market Snapshot

Fed rate hike: Places, everyone

November 17, 2017

The U.S. economy continued to turn in solid numbers; Norway made a surprising proposal; UK retail showed pre-Brexit jitters; India got an upgrade

Investment Insights
Nov 16
Investment Insights

Municipal Market Update: October

November 16, 2017

Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.

Investment Insights
Nov 16
Investment Insights

Above the Noise

One Belt One Road Part III

November 16, 2017

With US$2–3 trillion of capital expenditure across 68 countries, the New Silk Road, or ‘One Belt One Road’ (OBOR) initiative, is a staggering vision, both in its audacity and reach.

Investment Insights
Nov 14
Investment Insights

Above The Noise

One Belt, One Road Part II

November 14, 2017

China’s ‘One Belt, One Road’ (OBOR) initiative will have a transformational impact on participating countries. In Pakistan, for instance, OBOR is a potential win-win at virtually every level.

Investment Insights
Nov 14
Investment Insights

Above the Noise

One Belt, One Road, Part I

November 14, 2017

Beijing's commitment to the One Belt, One Road policy is clear. The question now is how investors can take advantage of the opportunities this policy might create.

Market Snapshot
Nov 10
Market Snapshot

Saudi Oil: Uneasy times

November 10, 2017

Turmoil in Saudi Arabia mixed oil and politics in new ways; UK moved ahead but hit a snag on Brexit in Ireland; China and the U.S. met on trade.

Investment Insights
Nov 09
Investment Insights

Listed Infrastructure

How The RARE 200 Is Constructed

November 09, 2017

The RARE 200 is a proprietary investment universe used to select securities for the RARE Infrastructure Value Strategy. The companies chosen for the universe must have high levels of liquidity, quality, and what RARE believes constitutes core infrastructure.

Market Outlook
Nov 08
Market Outlook

Mid-Week Bond Update

Stocks and bonds: twin peaks

November 08, 2017

World benchmark US stocks and government bond prices reached or hovered around record highs over the past five trading days, lifted by potential tax cuts and hopes of continuous easy monetary policy. The election of Jerome Powell as Federal Reserve (Fed) chairman was cheered by some bond investors, on expectations his policies will be as cautious as...

Market Snapshot
Nov 03
Market Snapshot

Solid U.S. Growth; One and Done for UK Rates?

November 03, 2017

Upbeat U.S. economic news continued; U.K. joined the rising-rate club; China helped the interbank market; Swiss central bank made money by making money.

Market Snapshot
Oct 27
Market Snapshot

The Big Taper Takes Off

October 27, 2017

As U.S. growth continues, the Fed began the first scheduled “run-off” of its $4 trillion balance sheet and the European Central Bank (ECB) announced details of its planned back-off of bond buying; end of an era in Hong Kong; Venezuela delays another payment for crude oil.

Investment Insights
Oct 26
Investment Insights

Fixed income

Are there still opportunities in global high yield?

October 26, 2017

The synchronized recovery in global earnings finally appears to be here. Every major market region in the world is now seeing significant earnings growth. We think ultra-accommodative monetary policy can now be dialled back in major developed market economies over the next year.

Investment Insights
Oct 26
Investment Insights

US equities

Signals from a pick-up in US M&A activity

October 26, 2017

A pick-up in mergers and acquisitions activity in undervalued parts of the US equity market could start a transition away from mega cap technology and Internet names being the biggest drivers of performance and momentum.

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