Investment Insights

Featured Investment Insights


Investment Insights

Investment Insights
Apr 24
Investment Insights

ESG: Making an Impact

April 24, 2018

ClearBridge is not only a leader in incorporating ESG in its investment process, but also in working with companies to generate direct impact on ESG-related issues.

Investment Insights
Apr 16
Investment Insights

Navigating Emerging Markets

Revving The Innovation Engine

April 16, 2018

Emerging markets are rapidly becoming synonymous with innovation. Strong technical education, state support and growing internet penetration, have all driven a surge in creativity.

Investment Insights
Apr 13
Investment Insights

Municipal Market Update: March

April 13, 2018

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

Investment Insights
Apr 13
Investment Insights

From Tenant To Active Owner

April 13, 2018

Martin Currie privately engaged with over 250 publicly traded companies on Environmental, Social and Governance practices in 2017. The details of this activity, its outcomes and our general approach to engagement are now available in our third annual Stewardship Report.

Investment Insights
Apr 11
Investment Insights

The Infrastructure Bump

April 11, 2018

Infrastructure stocks have been the one of the hardest hit sectors of the equity market over the past five months. It is our view that sentiment and not true fundamentals have caused much of this impact. But such sentiment is reversible given long-term fundamentals for infrastructure, with large investors now seeing multiples here at attractive valuations.

Investment Insights
Apr 11
Investment Insights

Mid Week Bond Update

Calmer, But Not Calm

April 11, 2018

For the past week, fans of fixed income as a safe haven seemed vindicated. While volatility ebbed and flowed in the midst of trade tirades...

Investment Insights
Apr 10
Investment Insights

Reform Is Key To Growth

April 10, 2018

Reducing trade barriers, improving capital flows, developing infrastructure or enhancing institutional frameworks are vital drivers of long-term economic and social change. We believe momentum from such reforms is key to the compelling structural growth story in emerging markets.

Investment Insights
Apr 05
Investment Insights

Commercial Real Estate

A Clear Winner from Tax Reform

April 05, 2018

It's increasingly clear that U.S. commercial real estate is benefiting from the preservation and expansion of many key provisions under the country's new tax law -- with positive consequences for investors.

Investment Insights
Apr 04
Investment Insights

Mid Week Bond Update

U.S. High Yield Credit Spreads: Unmoved?

April 04, 2018

As U.S.dollar Libor continued to rise, average high yield credit spreads have yet to rise; overall fixed-income volatility has been relatively unmoved by the action in equities.

Investment Insights
Apr 04
Investment Insights

Three perspectives on income

April 04, 2018

Three fund managers discuss the health of the current opportunity set for income investing in their asset class.

Investment Insights
Apr 03
Investment Insights

Small caps

Volatility Is Back...

April 03, 2018

...and probably here to stay, notes Royce co-CIO Francis Gannon. His advice: tune out the noise about tariffs and rising rates, and instead focus on cyclical small caps with improving earnings and global exposure.

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