Investment Insights

Featured Investment Insights


Investment Insights

Investment Insights
Jul 04
Investment Insights

Japanese equities

Kaizen for corporate governance

July 04, 2018

For a very long time, diversity has been the elephant in the boardroom as far as Japanese businesses are concerned -- but new national recommendations for corporate governance may be a catalyst for change.

Investment Insights
Jul 03
Investment Insights

Do Emerging Markets Have a U.S. Dollar Problem?

July 03, 2018

There is a widely held belief that emerging markets (EM) are vulnerable to U.S. dollar strength. We're not convinced.

Investment Insights
Jun 28
Investment Insights

The EM trends that matter

June 28, 2018

Many investors have historically been hesitant to invest in emerging markets, concerned about currency volatility, political instability and an over-reliance on commodities. Yet this view is increasingly outdated as the sector evolves and becomes more resilient.

Investment Insights
Jun 26
Investment Insights

Small-cap stocks

Why Capex Matters

June 26, 2018

Co-CIO Francis Gannon explains why upward revisions to CapEx spending could be very good news for small-cap cyclicals.

Investment Insights
Jun 25
Investment Insights

Municipal Market Update: May

June 25, 2018

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

Investment Insights
Jun 15
Investment Insights

India's mobile revolution

Give Me A Smartphone, And I Shall Move The World

June 15, 2018

The rate of tech adoption in India is fundamentally changing the economic landscape -- primarily enabled by the increasing use of smartphones, which have seen phenomenal growth thanks to low-cost handsets and cheap data.

Investment Insights
Jun 14
Investment Insights

Listed infrastructure opportunities

One Belt, One Road

June 14, 2018

The Chinese Government’s ‘One Belt, One Road’ initiative is a foreign trade policy and economic strategy to develop the historic Silk Road trade route from China to Europe. RARE assesses the opportunities for investors in global listed infrastructure.

Investment Insights
Jun 14
Investment Insights

Above the Noise

Pricing Pressure on Pharma

June 14, 2018

Healthcare is frequently at the heart of political debate in the US. So, with mid-term elections on the horizon in the US, it is no surprise to see political rhetoric on the issue of drug pricing intensifying.

Investment Insights
May 28
Investment Insights

Constraints for unconstrained bond managers?

The Problem With Benchmarks

May 28, 2018

Fixed income benchmarks can help evaluate active fund managers with conventional investment objectives. But unconstrained managers march to different drummers; for these managers, benchmarks can be more of a hindrance than a help

Investment Insights
May 25
Investment Insights

Key Themes from Proxy Season

Reading The Runes

May 25, 2018

With proxy voting season under way across most markets, it is worth taking a look at the most prominent themes emerging from annual general meetings (AGMs), many of which are highly relevant from a stewardship perspective.

15/128
Top

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.