A look back at the SARS outbreak of 2003 offers useful perspective on current fears about the spread of COVID-19.
Thoughtful perspective on the role that active investing has to play in generating long-term results in investors’ portfolios.
Global equity income
Dividends stocks could emerge as market leaders after a prolonged period when high-quality momentum stocks have outperformed.
Equity yields and M&A activity could support global equity markets as earnings estimates are likely to come down.
The impact on national economies will largely depend on 3 factors: oil production levels, dependence on oil revenue, and vulnerability to low oil prices.
Chart of the Week
Chart inspired by ClearBridge Investments. Source: Bloomberg, as of March 19, 2020. 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.
Chart of the Week
The collapse in oil prices has added to market dislocations and uncertainty associated with the coronavirus pandemic.
With markets experiencing their worst falls since the global financial crisis, we believe focusing on long-term themes is more important than ever for investors.
Markets will increasingly begin to focus on the prospects for the second half and beyond as we approach the summer, but the shape of recovery will depend on a number of factors.
Pent-up risk appetite could fuel a prolonged rally, but signposts of a turning point in the spread of the disease may need to emerge first.
Tax avoidance is a serious issue for governments stretched by rising costs, in both emerging markets and developed countries.
A new type of mechanism for drug procurement and pricing is among a series of regulatory reforms transforming the Chinese pharmaceutical sector.
As emerging markets become wealthier, so does demand within them for financial services like insurance.
Government reforms aimed at addressing widespread underemployment could be key to unlocking future growth.
The IMF's cautiously optimistic outlook is not without some unrecognized risk.
Understanding the real significance of the U.S. Treasury's recent reversal on China's currency.
Asia Pacific ex-Japan
Over half of the world’s megacities will be in the Asia Pacific ex-Japan region by 2030, representing a multi-decade opportunity for investment in real assets.
All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.