Featured Insights


Chart of the Week

Source: Bloomberg, as of 2/28/17. 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

OPEC: Oil pressure

Conflicting objectives – market share vs. price stability – keep the pressure on crude oil prices; confidence in U.S. growth is the main issue; European growth increases


Insights

Market Outlook
Mar 29

Mid-Week Bond Update

Tough Health Check

US president Trump’s failure to pass through Congress his planned Healthcare bill increased skepticism over his ability to implement other reforms – and the sustainability of the so-called reflationary “Trump trade.” The reality check lifted US Treasuries, especially those with longer maturities, which had been particularly hit...

Investment Insights
Mar 29

Brexit and Article 50

Crossing the Rubicon

The triggering by the UK of the European Union's Article 50 today formally signals the UK’s intention to seek a divorce and allows exit negotiations to begin in earnest. What does this means for British companies and the risks and opportunities that may arise from ‘Brexit’?

Market Outlook
Mar 28

Around the curve

“The Sky is Falling!” Maybe Not

The European election season is upon us. The Dutch elections are now history, and the worst outcome didn’t occur. The French election is on tap and has elicited greater concerns. A populist could be elected...

Market Outlook
Mar 27

Asset-back securities

US homes, an investor's castle?

Just before the financial crisis, investing in US mortgage-backed securities (MBS) was like rolling a dice over a green games table: the outcome could have been random as the assets’ publicised characteristics sometimes barely resembled their true fundamentals. Ten years, a major financial crisis and thousands of pages of new regulation later, investing in MBS has radically changed.

Market Snapshot
Mar 24

OPEC: Oil pressure

Conflicting objectives – market share vs. price stability – keep the pressure on crude oil prices; confidence in U.S. growth is the main issue; European growth increases

Investment Insights
Mar 23

A top national priority

Investing in infrastructure

With bipartisan support at every level of government, investors are likely to see more infrastructure investment opportunities surface faster.

Investment Insights
Mar 22

EMs win post-Fed rally; dollar loses

EMs win post-Fed rally; dollar loses

Emerging Markets rallied following last week’s dovish US Federal Reserve (Fed) rate hike, and the central bank’s reassurance that its continuously loose monetary policy will prevail, at least for now. The absence of changes in the Fed’s projections, towards more optimistic ones, led to a US dollar sell-off, wiping...

Investment Insights
Mar 20

Municipal Market Update: February

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

Market Snapshot
Mar 17

Fed rate hike: The plot thickens

Yellen's FOMC delivers the goods; global oil proves difficult to tame; close call in the Netherlands

Investment Insights
Mar 15

Mid-Week Bond Update

Soft Fed hike reverses bond gloom

A widely-anticipated US Federal Reserve (Fed) rate hike accompanied by central bank reassurance about the present accommodative stance reversed a negative streak for...

Investment Insights
Mar 15

Natural Fit: Rate Hikes and Small-Cap Value

What do rising rates have to do with stocks? One past example: the small-cap equity markets' response to a rising-rate environment, which has helped power the shift in favor of "value" – as a proxy for stocks of quality companies – over the past two years.

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