Investment Insights
Featured Investment Insights
Asia Pacific ex-Japan
Megacities: A Supersized Opportunity
Over half of the world’s megacities will be in the Asia Pacific ex-Japan region by 2030, representing a multi-decade opportunity for investment in real assets.
FX Volatility: It May Be Low, But It's Not Cheap
Fair value for currency volatility reflects current market conditions.
Small-Cap Stocks
Brexit and the U.K. Election
As the political risks have diminished, Royce takes a closer look at small-cap stocks in the U.K.
Around the Curve
Brexit: The Heavy Lifting Begins
Brexit has already affected the UK economy. The Conservative Party victory will only make matters more urgent.
Income from global portfolio diversification
For Australian investors, a larger global allocation vastly increases the flexibility available to potentially generate income and total return.
Investment Insights
Municipal Market Update: December
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
Economic focus
U.S. Inflation: Heading Higher?
The forces keeping inflation restrained in the U.S. are both global and local.
What Currency Manipulation?
Understanding the real significance of the U.S. Treasury's recent reversal on China's currency.
Dividend stocks
Should I Pay or Should I Grow Now?
Stocks with high current dividends and stocks that consistently increase dividends both have unique characteristics that can affect investor outcomes.
Around the Curve
ESG and Bond Ratings: Opportunities in Credit Analysis
As a participant in working groups for the UN-supported Principles for Responsible Investment (UNPRI), Brandywine Global supports better clarity on how ratings agencies are integrating ESG into their analysis.
Boris’ Brexit: Where Now?
Pessimism surrounding the potential for a positive UK-EU trade deal may be unwarranted.
Europe's ESG Regulations: Burden and Benefit
The European Commission's plan to increase adoption of ESG principles throughout the region is a positive for bond investors.
![THE ECB: "WISE OWL" LAGARDE TAKES OVER](/content/legg-mason/en-us/insights/investment-insights/wa-ecb-lagarde-takes-over/_jcr_content/image.img.jpg/1576250877771.jpg "THE ECB: "WISE OWL" LAGARDE TAKES OVER")
The ECB: "Wise Owl" Lagarde Takes Over
Policy continuity is the name of the game for now -- with the hurdle to cut rates much lower than the hurdle to raise them.
The Fed: On hold with a dovish tilt
The Fed's focus on below-target inflation leaves the door open to future rate cuts.
Global listed infrastructure
A Differentiated Source Of Income
Global listed infrastructure may help investors meet their income objectives in a yield-starved world.
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.
