Featured Investment Insights
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
Direct lending and active management
Direct lending is a growing opportunity for investors and a logical fit for active managers with analytical prowess and global scope.
Martin Currie reports on its achievements in integration of international principles for responsible investing (PRI) into its investment and governance activities
French election 2017
Emmanuel Macron’s victory over anti-euro leader Marine Le Pen removes some of the political risk that had weighed on financial markets so far this year. This is what Legg Mason’s portfolio managers say:
Real estate & active management
Active management can open the door to real estate opportunities that may enable investors to build more diversified portfolios.
We asked four of our top managers to reflect on what active strategies can do and how they can complement passive in a diversified portfolio. The result: a must-watch reminder of why active remains a must-have in today's market environment.
ESG and active management
ESG investing is on the rise, and active managers who've made it part of their investment process are leading the charge.
Infrastructure & active management
In specialized market sectors like infrastructure, active management may be the natural choice for many investors.
French election update:
Some worry about a political tsunami. But so far, it looks like a four-way tie. The least likely outcome, a Le Pen / Mélenchon run-off, could trigger significant market volatility, providing attractive opportunities for astute investors.
UK Prime Minister Theresa May's call for a snap election could prove to be a shrewd move. If it succeeds, it could produce a Conservative government with a renewed mandate, as well as a significant boost for Brexit negotiations with the European Union (EU).
Investing in growth stocks outside the limits of traditional benchmarks has allowed ClearBridge PMs Margaret Vitrano and Evan Bauman to thrive in a crowded field.
Given the many risks specific to the small-cap sector, active managers like Royce's Bill Hench must constantly update their views on companies and markets.
Beyond style-box and factor-based goals
Objectives matter in active investing – that's why focusing on investment outcomes can add insight and focus to an investors' aims.
Brexit and Article 50
The triggering by the UK of the European Union's Article 50 today formally signals the UK’s intention to seek a divorce and allows exit negotiations to begin in earnest. What does this means for British companies and the risks and opportunities that may arise from ‘Brexit’?
A top national priority
With bipartisan support at every level of government, investors are likely to see more infrastructure investment opportunities surface faster.
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