Investment Insights

Featured Investment Insights


Investment Insights

Investment Insights
Feb 15
Investment Insights

Rebuilding American Infrastructure

February 15, 2018

More spend on airports, roads, rail and water is likely to flow from the Trump Administration’s infrastructure reform. The acquisition of publicly owned assets by listed infrastructure companies is another potential outcome.

Investment Insights
Feb 14
Investment Insights

Above the Noise

The Digital Revolution Will Be Mobilised

February 14, 2018

A large proportion of emerging market populations now access the internet principally via smartphones. This is spurring phenomenal innovation and driving huge growth in e-commerce.

Investment Insights
Jan 31
Investment Insights

ESG

Impact Investing Through Stocks

January 31, 2018

Investors seeking to have an impact on social and environmental issues should look to equity managers with the scale and expertise to influence corporate policies and capital allocation.

Investment Insights
Jan 31
Investment Insights

Les Bon Temps Roulez (For Now)

January 31, 2018

Despite the strength of recent gains in U.S. stocks, many investors remain skeptical of the market's prospects in 2018. Low volatility strategies can provide a measure of comfort by seeking enhanced stability while maintaining equity market exposure and the potential for further gains.

Investment Insights
Jan 31
Investment Insights

Central Banks: Behind the Curve

January 31, 2018

Stephen Smith and Brian Giuliano discuss current central bank policies and how they could have a big impact on markets in the year to come – and beyond.

Investment Insights
Jan 25
Investment Insights

How Emerging Markets Are Transforming Global Trade

January 25, 2018

In contrast to growing protectionist policy measures in many developed economies, EM countries are actively cultivating and developing their trade partnerships.

Investment Insights
Jan 22
Investment Insights

Companies Face Higher Governance Hurdles

January 22, 2018

The collapse of UK construction giant Carillion is a timely reminder of the role that corporate governance has in ensuring a company’s longevity.

Investment Insights
Jan 17
Investment Insights

How To Harness Emerging Markets And Sleep At Night

January 17, 2018

Investing in infrastructure can be one of the most direct ways of capturing emerging markets (EM) growth. With improved regulation and a growing amount of assets, EM companies are an increasingly attractive part of the global listed infrastructure universe. Charles Hamieh, Senior Investment Analyst and Portfolio Manager at RARE Infrastructure explains the scope of the sector.

Investment Insights
Jan 16
Investment Insights

Q4 2017 Review and Outlook

Betting on the Non-Evident

January 16, 2018

We believe the year 2018 will shape up to be another year of strong global growth. Many emerging markets remain in the virtuous phase of the economic cycle, while the U.S. should finally start to experience wage and price pressures.

Investment Insights
Jan 12
Investment Insights

Municipal Market Update: December

January 12, 2018

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

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