Featured Investment Insights
Strategies that embrace environmental, social and governance (ESG) principles are attracting more and more attention and assets -- a trend that's likely to expand going forward.
Rather than catching up, emerging markets are now taking the lead in many different areas of technology. With plenty of untapped growth left, and the highest-quality firms widening their competitive moats, this area may present some of the most attractive long-term investment opportunities.
A passive approach to emerging markets gives investors a 56% weighting to three countries. James Norman makes the case for a more diversified approach.
Around the Curve
The reach for yield may be tempting, but now is not the time to be going for broke when investing for income across both sovereign and credit assets. Instead, we believe waiting for the right opportunities is warranted in the current investment climate.
Positioning portfolios to anticipate potential shifts in market leadership is a key way active equity managers add value -- and one that's especially relevant in non-U.S. markets.
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
Above The Noise
China’s ‘One Belt, One Road’ (OBOR) initiative will have a transformational impact on participating countries. In Pakistan, for instance, OBOR is a potential win-win at virtually every level.
Above the Noise
Beijing's commitment to the One Belt, One Road policy is clear. The question now is how investors can take advantage of the opportunities this policy might create.
The RARE 200 is a proprietary investment universe used to select securities for the RARE Infrastructure Value Strategy. The companies chosen for the universe must have high levels of liquidity, quality, and what RARE believes constitutes core infrastructure.
The seismic shifts occurring in UK and global populations should be a wake-up call to all investors.
Looking beyond the U.S.
Why should investors consider maintaining a small but consistent allocation to this often-overlooked asset class? The answer is simple: superior risk-adjusted returns with very low correlation to traditional equities.
The synchronized recovery in global earnings finally appears to be here. Every major market region in the world is now seeing significant earnings growth. We think ultra-accommodative monetary policy can now be dialled back in major developed market economies over the next year.
A pick-up in mergers and acquisitions activity in undervalued parts of the US equity market could start a transition away from mega cap technology and Internet names being the biggest drivers of performance and momentum.
In this Q&A, Richard Elmslie, Co-Chief Investment Officer and Co-Chief Executive of RARE Infrastructure explains the exciting growth potential for infrastructure assets over the next decade and their resilience in the face of future downturns.
Global Emerging Markets
While the particular issues may vary, the rationale for conducting ESG analysis in emerging markets is no different from that in developed markets.
Increased banking regulation and constrained lending makes a strong case for investment opportunities in residential, commercial and consumer loans. Anup Agarwal, head of agency and structured products at Western Asset, explains why.
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