Investment Insights
Featured Investment Insights
Recession Indicators Update: Money Supply
Economic conditions are shifting, but the ClearBridge Recession Risk Dashboard still points to expansion rather than recession.
Disruptive Technologies and Commercial Real Estate
Clarion Partners believes that the next wave of innovation will have broad-reaching impact on all commercial real estate property types.
Navigating Emerging Markets
Mexico's New Deal
Only a few months ago, NAFTA (the North American Free Trade Agreement) looked dead in the water. The US seemed hell-bent on walking away from the 24-year-old deal, while Canada and Mexico were unwilling to concede any ground.
Around the Curve
Developed, Emerging Yields: Different Apples
Explaining current valuations, thematic factors, our point of view, and some of the risks. Part 2 of 2
Around the Curve
U.K. Pre-Brexit: Solid. Three Scenarios
“Brexitville” has been busy lately. Before discussing the state of play, here's a look at the U.K. economy, which continues to display remarkable resilience despite the uncertainty.
Investment Insights
Municipal Market Update: August
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
Around the Curve
The Deal on the Dollar: Divergence
The story behind the forces driving the dollar to its current levels -- and what could happen next.
Around the Curve
Emerging Markets: The Never Ending Story
In a market where contagion fears can run wild, it is important to revisit the thesis that not all emerging markets are lemons.
Around the Curve
Developed, Emerging Yields: Different Apples 1
Explaining current valuations, thematic factors, our point of view, and some of the risks. Part 1 of 2
Obstacles and Optimism: Review & Outlook for 2018
During the first six months of 2018, small-cap stocks enjoyed the good times bred by a bull market that at this writing has not yet slowed down.
Around the Curve: What's on the Market's Mind
Not Just One Thing
We outline what signals the Fed, and to a lesser extent, the White House, would need to listen to in order to deviate from their current policy objectives.
The Greater Fool Theory
After the longest US bull market in history, some caution should be taken on valuations.
Why Turkey Is Not An EM Portent
Trade is the topic du jour, with Washington having set off an apparent chain reaction in its push to extract concessions from trading partners, whether it be China, its North American Free Trade Agreement peers, the EU, or more lately – Turkey.
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
Getting to the Truth on Trade
Despite protectionist political rhetoric, we should expect freer and fairer trade in the coming years, even as some short-term pain accompanies trade negotiations.
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