Municipal Market Update: August

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

A changing reaction function

Fed Rates: More than Mere Insurance Cuts

The Fed is becoming more focused on realized inflation and growth, and should remain accommodative even if global growth turns out to be more resilient than currently believed.

What the New Tariffs Mean for Crude

Chinese tariffs on U.S. oil pose a new challenge, but the bigger issue is weakening demand caused by trade tensions.

Energy MLP update

Are Midstream Stocks Poised to Rally?

Midstream stocks have performed well relative to equities when yield spreads have been as wide as they are today.

ASIA'S ELECTORAL IMPLICATIONS

An in-depth look at the impact of recent elections in two of Asia's largest economies – India and Indonesia.

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.

Equities

Cloud Security Software Still Critical

With cloud adoption accelerating and software stocks under recent market pressure, information security stocks represent a compelling opportunity.

Small-cap stocks

What Positives Are Investors Overlooking?

Four small-cap specialists discuss inflation, active management, market contradiction and financial accommodation.

Global economy

Toughing it Out

July data points to a picture that is probably not as bad as headlines suggest.

Currency Wars?

The U.S. Treasury has designated China as a currency manipulator. What does this mean for investors in the longer term?