Featured Insights


Chart of the Week

CASH: PLENTY OF DRY POWDER

Chart courtesy of ClearBridge Investments. * Institutional & Retail Money Funds – ICI. ** MSCI U.S. IMI Index. Data as of July 3, 2020. Source: FactSet. 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

Cash: Plenty of dry powder

Chart of the Week

Market Snapshot

Oil Shock: The Energy Sector and Beyond

The collapse in oil prices has added to market dislocations and uncertainty associated with the coronavirus pandemic.


Featured Insights

Investment Insights
Jun 17
Investment Insights

Emerging Markets: Five Positive Trends

June 17, 2020

With the pandemic dominating the short-term outlook, the longer-term advantages of Emerging Markets companies become more important in the pursuit of return.

Market Outlook
Jun 05
Market Outlook

Assessing earnings and the markets

June 05, 2020

Why equity investors are looking beyond the current earnings recession to a gradual economic recovery.

Investment Insights
May 29
Investment Insights

Global Emerging Markets

Through the ESG Lens

May 29, 2020

Emerging markets have made great strides when it comes to ESG over the years, and there is now a constellation of companies which can go head to head with their developed-market peers.

Investment Insights
Apr 24
Investment Insights

Weekly Update: COVID-19

Global Growth Rebound in 2021

April 24, 2020

The IMF’s latest forecast for global GDP growth of 5.8% in 2021 will depend on the effectiveness of government economic stimulus packages.

Investment Insights
Apr 15
Investment Insights

Pandemic Implications For ESG

April 15, 2020

The ‘social’ aspect of ESG has often been overshadowed by 'environment' and 'governance' concerns, but the COVID-19 crisis has brought it to the forefront.

Investment Insights
Apr 07
Investment Insights

Weekly Update: COVID-19

April 07, 2020

What today's unprecedented economic and market conditions mean for investors in markets around the globe.

Investment Insights
Mar 12
Investment Insights

The Struggle for Oil Market Supremacy

March 12, 2020

The impact on national economies will largely depend on 3 factors: oil production levels, dependence on oil revenue, and vulnerability to low oil prices.

Investment Insights
Mar 10
Investment Insights

Today Pain, Tomorrow Gain

March 10, 2020

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.

Investment Insights
Mar 09
Investment Insights

COVID-19: Are we ready?

March 09, 2020

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.

Investment Insights
Feb 21
Investment Insights

What History Tells Investors About The Coronavirus

February 21, 2020

A look back at the SARS outbreak of 2003 offers useful perspective on current fears about the spread of COVID-19.

Investment Insights
Feb 20
Investment Insights

A Critical Juncture for China’s Pharma Industry

February 20, 2020

A new type of mechanism for drug procurement and pricing is among a series of regulatory reforms transforming the Chinese pharmaceutical sector.

Investment Insights
Jan 30
Investment Insights

Insurance: High Potential in Emerging Markets

January 30, 2020

As emerging markets become wealthier, so does demand within them for financial services like insurance.

Investment Insights
Jan 28
Investment Insights

Emerging Markets

Indian labour law reform

January 28, 2020

Government reforms aimed at addressing widespread underemployment could be key to unlocking future growth.

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