Investment Insights
Featured Investment Insights
Small-cap stocks
What Positives Are Investors Overlooking?
Four small-cap specialists discuss inflation, active management, market contradiction and financial accommodation.
Trade concerns? Consider dividend stocks
Dividend stocks in defensive sectors, which exhibit lower overall beta and less vulnerability to drawdowns, could be useful to many investors in the current environment.
Global economy
Toughing it Out
July data points to a picture that is probably not as bad as headlines suggest.
Municipal Market Update: July
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
Around the Curve
Consumer Confidence: Will Business Follow?
Why are consumers more confident in the economy than businesses now? The divergence poses acute questions for central bank policymakers.
Investment Insights
Currency Wars?
The U.S. Treasury has designated China as a currency manipulator. What does this mean for investors in the longer term?
Around the Curve
Wake Up, Europe
Negative interest rates offer a unique opportunity to build or borrow at rock-bottom costs.
Putting International Small-Caps on the Map
The case for a strategic allocation to international small cap is well supported by historical data.
Small-cap stocks
Small-Cap M&A Is Heating Up
Deceleration in economic growth could lead to an acceleration in M&A deals.
Natural Gas Offers a Path to Carbon Neutrality
The cleanest fossil fuel, natural gas can be instrumental in a transition to renewable energy.
Change at the top: The knock-on effects
Mexico’s Finance Minister resigns after just seven months and Turkey’s central bank governor is fired by the President.
The New Emerging Market Consumer
The evolution of consumer spending patterns in emerging markets is a fascinating aspect of the growth story and a compelling investment theme.
Yearning for Yield
Defensive equity income provides investors with an attractive source of dividends which play an increasingly integral role during low equity return environments.
Around the Curve
Chart of the Moment: The Dollar
Is the dollar about to follow the script from 1998?
Around the Curve
Australia: A Structural Story
Despite prevailing pessimism, Australian structural realities support a more optimistic outlook.
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.
