Featured Insights


Chart of the Week

Source: Bloomberg, as of 11/28/16. Past performance is no guarantee of future results. 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

Yes-vember

U.S. jobs and the Fed:

The Fed got a perfect set-up, from November's jobs report, for its December decision on boosting its target rate on fed funds. The ECB pondered the meaning of Italy's referendum for its decision on QE, and OPEC set a production cutback – for the first time in years.


Insights

Market Outlook
Dec 07

Mid-Week Bond Update

Oil’s ‘yes’ beats Italy’s ‘No’

Risk assets continued to rally over the past five trading days, as the pro-inflationary, pro-growth policies expected from Donald Trump’s new Administration outweighed political uncertainty in Italy, where prime minister Renzi lost a referendum and resigned. US Treasury yields extended their post-US election sell-off...

Investment Insights
Dec 07

Dividend Stocks

Shrugging Off Rising Rates

The performance of many dividend stocks during past periods of rising rates may surprise you.

Market Outlook
Dec 07

European Think Symposium

After the Clash: Tequila (EM) or beer (US)?

Legg Mason recently celebrated its annual European Think Symposium, in which Portfolio Managers from our affiliates gave clients their latest thoughts about the sheer changes shaping the global economy now. Read here Brandywine Global Brian Kloss’ views about why High Yield could be an attractive investment idea following the recent US election.

Market Outlook
Dec 07

European Think Symposium

Global Bond Investing in a Low Rate World

Legg Mason recently celebrated its annual European Think Symposium, in which Portfolio Managers from our affiliates gave clients their latest thoughts about the sheer changes shaping the global economy now. Read here Western Asset Michael Zelouf’s views about the market reaction following the recent US election – is it overdone?

Market Outlook
Dec 07

European Think Symposium

The US election, Fed Policy and Financial Markets: The coming clash?

Legg Mason recently celebrated its annual European Think Symposium, in which Portfolio Managers from our affiliates gave clients their latest thoughts about the sheer changes shaping the global economy now. Read here Brandywine Global Chen Zhao's views about the potential impact of the US election in the economy and financial markets.

Market Snapshot
Dec 02

U.S. jobs and the Fed:

Yes-vember

The Fed got a perfect set-up, from November's jobs report, for its December decision on boosting its target rate on fed funds. The ECB pondered the meaning of Italy's referendum for its decision on QE, and OPEC set a production cutback – for the first time in years.

Market Outlook
Nov 30

Mid-Week Bond Update

Oil rally extends bond pain

The global bond rout that followed Donald Trump’s US election victory abated over the past five trading days, cooled down by the president-elect’s softer tone and as investors wait for promises to be turned into facts. US Treasury long bonds benefited...

Market Outlook
Nov 29

Understanding the Infrastructure Opportunity

Thanks to innovative approaches to financing, a surge in spending on global infrastructure could be coming soon – generating opportunities for both equity and fixed income investors.

Market Outlook
Nov 23

Mid-Week Bond Update

Bond rout – no Thanksgiving pardon

The global bond sell-off that started after Trump’s US election victory didn’t get any Thanksgiving pardon. Better-than-expected durable goods orders data helped extend the rout out of US Treasuries, sending the world benchmark...

Investment Insights
Nov 22

Insurance Overhaul Could Boost Health Care

ClearBridge health care analysts examine potential changes for the sector in light of recent election results, including the potential repeal or reform of the Affordable Care Act.

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