Investment Insights
Featured Investment Insights
Market update
Why Infrastructure Now
RARE Co-Founder Nick Langley on why listed infrastructure may be uniquely suited to current market conditions.
Is This Time Really Different?
All crises are inherently different. However, people’s reaction to them is remarkably consistent, and there's no evidence to suggest this has changed.
COVID-19: How Long Will It Last?
The pattern of coronavirus cases in South Korea provides a rough estimate of what we can expect in the U.S.
Time for a Long-Term Perspective
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.
The Fed's Latest Moves: A Game-Changer
The Fed policy initiatives introduced in recent weeks together represent a game-changer for the economy -- in ways that go beyond what you might think.
Investment Insights
Municipal Market Update: March
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
Global listed infrastructure
A Differentiated Source Of Income
Global infrastructure stocks may help investors meet their income objectives in a yield-starved world.
Deep Value Investing During The Market Downturn
Our deep value approach to small-cap stocks remains unchanged amid market volatility.
Fed Facilities Supporting U.S. Money Market Funds
The facilities the Fed put in place span three key investment types: repos, US Treasury securities and commercial paper. We believe more support is still to come.
Global Listed Infrastructure
Defend Against Uncertainty
Utility companies with resilient earnings and cash flow offer investors the potential for greater stability until fundamentals emerge once again as the key driver of stock prices.
Europe Launches Policy Response to COVID-19
We currently expect the eurozone economy to shrink by around 1% in 2020, taking into account monetary and fiscal policy responses to reduce the damage.
Fixed income review
The Energy Sector: A Holistic View
The global energy sector is facing a period of lower realized prices, uncertainty, and rising leverage.
Staying Patient: Oil Prices and Pipeline Companies
The structure of pipeline companies should help differentiate investments as lower oil prices are likely to prevail for some time.
Bad News Bear Market: No Pain, No Gain
It's important for investors to maintain a long-term view on equities, with a risk/return profile they can tolerate, even in the worst of times.
The Struggle for Oil Market Supremacy
The impact on national economies will largely depend on 3 factors: oil production levels, dependence on oil revenue, and vulnerability to low oil prices.
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