Featured Insights


Chart of the Week

Source: Bloomberg, as of 2/15/17. Past performance is no guarantee of future results. Please note that 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.

Market Snapshot

U.S. economy: growing pains

U.S. household debt grows along with the economy; China and Japan sell Treasuries; France's election takes another twist; Europe's car sales strengthen


Insights

Market Snapshot
Feb 17

U.S. economy: growing pains

U.S. household debt grows along with the economy; China and Japan sell Treasuries; France's election takes another twist; Europe's car sales strengthen

Market Outlook
Feb 15

Mid-Week Bond Update

US high grade bonds – fading romance?

US highly-rated corporate bonds delivered on Valentines’ day a present that investors should have loved: their spread over US Treasuries fell to 119 basis points (bps), the lowest since November 2014. However...

Market Outlook
Feb 14

Around the curve

Two Observations on Correlations

Correlations can present both challenges and opportunity; the trick for investors is to recognize which is in front of you.

Market Snapshot
Feb 10

Japan trade: Timing trumps tee time

President Trump and Prime Minister Abe tee off; OPEC toes the line; China trade rises; Greece goes back for more.

Market Outlook
Feb 08

Mid-Week Bond Update

Goldilocks data lifts High Yield, Emerging Markets

High Yield and Emerging Market bonds were the winners over a 5-day period dominated by goldilocks data: a not too hot-not too cold economy has generally been positive for the two asset classes, which have traditionally benefited from...

Market Outlook
Feb 02

Western Asset: a bespoke approach to Unconstrained Investing

Unconstrained fixed-income investing has recently come into prominence due largely to two factors. First is investor desire to avoid having their portfolios tied to benchmarks whose composition may not reflect the optimal or desired components of their investment needs and objectives.

Investment Insights
Feb 01

The Tide May be Turning for Active Management

The global financial environment is changing, driven by U.S. Federal Reserve monetary policy moves, the Trump Administration’s potential changes to U.S. fiscal policy, sustained uncertainty about Brexit, geopolitical shifts in Europe and Asia, questions over the future of the European Union, and continuing volatility in emerging markets. Markets are still rising, but volatile, and expectations are uncertain.

Market Outlook
Feb 01

Mid-Week Bond Update

La la land, no more?

US Treasuries and traditional risk assets emerged as both 5-day and January winners, as US president Trump’s stark first policies added volatility and uncertainty, but also rekindled hopes of faster growth. Street protests, the firing of a high level official and several diplomatic spats...

Investment Insights
Jan 31

A pillar of our investment process

A Guide to ESG Ratings

ClearBridge's proprietary Environmental, Social & Governance (ESG) ratings system has for years been an integral part of its process for generating investment recommendations.

Market Snapshot
Jan 27

Trade policy: Rumbles and grumbles

Global trade agreements are on the table as governments change hands; U.S. growth checked in as present but subdued; 恭喜发财! (Best wishes for a prosperous year!)

Market Outlook
Jan 25

Mid-Week Bond Update

US dollar: Trump dump

Comments by US president Trump about the dangers of having a strong currency sent the dollar back down to the level it had before the latest Federal Reserve rate hike in December. In a politically-driven week, Trump’s plans to withdraw from the Trans-Pacific Partnership (TPP) trade agreement also dragged...

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