Investment Insights
Featured Investment Insights
Is Semiconductor Growth Over? Think again
Makers of semiconductors are seeing valuations hit amid a cyclical downturn, but the future long-term growth picture remains intact.
Commercial Real Estate
The U.S. Warehouse Boom
Increased consumption and the expansion of the logistics industry are driving higher demand for industrial warehouse property.
Around the Curve
How to Buy Fear
While the stock market is pretty efficient, our favorite inefficiency is buying true fear. Fear versus rational analysis is not a fair fight, and this inefficiency never gets old.
Fixed income
Unconstrained: Stay Active
Income and global credit are becoming mainstays of fixed-income investing – an actively managed, unconstrained approach can be a valuable tool to face today's rapidly-changing market conditions.
Small-cap stocks
Don’t Fear the Bear
Royce sees ample opportunities in the wake of one of small-cap’s most challenging quarters in 40 years.
Investment Insights
Around the Curve
China's Auto Market: Speedbump
Auto sales are a key barometer of global economic growth—and China has been the major growth engine. Can the world still rely on China’s auto demand to absorb the shock in the industry?
Putting International Small-Caps on the Map
The case for a strategic allocation to international small cap is well supported by historical data.
Around the Curve
A Trip to the Woodshed
The Fed's newest leader has a meeting of the minds with the market.
Municipal Market Update: January
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
A Sweet Spot For Asian Markets
Price-to-book ratios for Asian equities are well below the long-term average, even after January's bounceback in valuations.
Around the Curve
What's the Catch, Indonesia?
Three market concerns about Indonesia, and why we think they are likely overstated.
ESG Investing
Slowing 'Fast Fashion'
The sustainability credentials of the US$1.3 trillion global fashion industry are coming under heightened scrutiny.
A Global Phenomenon Under The Radar
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.
International Stocks: Four Factors Behind the Gap
A narrowing of the advantages recently enjoyed by U.S. companies could reverse the international stock performance gap.
Recession Watch: Lessons from the Last Cycle
Should we worry about the recent inversion of 3-5 year Treasury yield curve? The ClearBridge Recession Risk Dashboard suggests concerns may be overblown.
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