Featured Investment Insights
The recent surge in stock market volatility is a sharp reminder that calm market conditions can change with little warning.
Ultimately, we believe this market correction is healthy. While clearly painful in the short-term, it is building a base from which the global risk markets can not only recover but do well over the coming year or two.
Recent market volatility
Mark Whitehead gives his explanation on the recent bout of market volatility and what it means for global equity income funds.
Looking beyond the limits of traditional growth-stock benchmarks has allowed ClearBridge Portfolio Managers Margaret Vitrano and Evan Bauman to thrive in a crowded field.
Above the Noise
It’s a busy political year in emerging markets, with significant elections in twelve countries. Four elections occur in the first quarter of 2018 and this is our overview of their likely implications and outcomes.
More spend on airports, roads, rail and water is likely to flow from the Trump Administration’s infrastructure reform. The acquisition of publicly owned assets by listed infrastructure companies is another potential outcome.
Above the Noise
A large proportion of emerging market populations now access the internet principally via smartphones. This is spurring phenomenal innovation and driving huge growth in e-commerce.
Investors seeking to have an impact on social and environmental issues should look to equity managers with the scale and expertise to influence corporate policies and capital allocation.
Despite the strength of recent gains in U.S. stocks, many investors remain skeptical of the market's prospects in 2018. Low volatility strategies can provide a measure of comfort by seeking enhanced stability while maintaining equity market exposure and the potential for further gains.
Stephen Smith and Brian Giuliano discuss current central bank policies and how they could have a big impact on markets in the year to come – and beyond.
In contrast to growing protectionist policy measures in many developed economies, EM countries are actively cultivating and developing their trade partnerships.
The collapse of UK construction giant Carillion is a timely reminder of the role that corporate governance has in ensuring a company’s longevity.
Investing in infrastructure can be one of the most direct ways of capturing emerging markets (EM) growth. With improved regulation and a growing amount of assets, EM companies are an increasingly attractive part of the global listed infrastructure universe. Charles Hamieh, Senior Investment Analyst and Portfolio Manager at RARE Infrastructure explains the scope of the sector.
Q4 2017 Review and Outlook
We believe the year 2018 will shape up to be another year of strong global growth. Many emerging markets remain in the virtuous phase of the economic cycle, while the U.S. should finally start to experience wage and price pressures.
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
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