Featured Insights


Chart of the Week

RATES: THE HOMEBUILDER EFFECT

Chart courtesy of ClearBridge Investments. Source: ClearBridge, Bloomberg as of 4/4/2019. 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.

Rates: The Homebuilder Effect

Chart of the Week

Market Snapshot

U.S. Jobs: Back On Track

Friday saw a solid U.S. jobs report, with only a couple of wrinkles; Germany's manufacturing sector had a distressing February; Greece's debt crisis generated an ironic payday; Brexit hit yet another pothole.


Featured Insights

Investment Insights
Mar 28
Investment Insights

Healthy Eating: The Consequences for Business

March 28, 2019

Food and beverage companies face both threats and opportunities from societal change on how we regulate what we eat and drink.

Investment Insights
Mar 27
Investment Insights

China's Consumers

March 27, 2019

Understanding trends among Chinese consumers is a key factor in assessing the Chinese equity market.

Investment Insights
Mar 07
Investment Insights

Reform vs Populism - India's Election

March 07, 2019

India’s ruling political party, the BJP, remains the front-runner ahead of this year’s election but may have seen its popularity peak. What are the implications for investors if it fails to win enough votes to govern on its own?

Investment Insights
Mar 07
Investment Insights

Housing Indonesia's Population Boom

March 07, 2019

A sharply rising population and a government directed move to boost housing in Indonesia is highly favourable for domestic concrete producers.

Investment Insights
Feb 06
Investment Insights

A Sweet Spot For Asian Markets

February 06, 2019

Price-to-book ratios for Asian equities are well below the long-term average, even after January's bounceback in valuations.

Investment Insights
Feb 01
Investment Insights

Is Semiconductor Growth Over? Think again

February 01, 2019

Makers of semiconductors are seeing valuations hit amid a cyclical downturn, but the future long-term growth picture remains intact.

Market Outlook
Jan 28
Market Outlook

Four outlooks for Europe

January 28, 2019

The outlook for European stocks appears more mixed than a year ago -- with similar potential for both very good and very bad outcomes based on the macro environment.

Investment Insights
Jan 11
Investment Insights

ESG Investing

Slowing 'Fast Fashion'

January 11, 2019

The sustainability credentials of the US$1.3 trillion global fashion industry are coming under heightened scrutiny.

Investment Insights
Dec 20
Investment Insights

A Global Phenomenon Under The Radar

December 20, 2018

Online gaming could once have been dismissed as a niche market for investors, but the explosive trend is now impossible to ignore. Much of the growth is coming from Asia.

Investment Insights
Nov 11
Investment Insights

Emerging Market Equities

The World's Largest Shopping Event

November 11, 2018

Since its launch in 2009, Alibaba’s Singles Day has become the world’s largest shopping event. This year it expanded to six South East Asian countries and set new sales records.

Investment Insights
Oct 29
Investment Insights

Contagion Contained

October 29, 2018

It’s been a challenging few months for emerging markets (EM). Unsurprisingly though, as active fundamental managers we see the dislocation between negative market reactions and the actual long-term drivers of growth in the asset class as a compelling opportunity.

Investment Insights
Oct 25
Investment Insights

Have US Markets Run Out Of Rocket Fuel?

October 25, 2018

Markets around the world have fallen sharply so far in October, shaking investors out of their comfort zone. Why is this happening?

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