Featured Investment Insights
The U.S. has an acute need for new spending on infrastructure; what impact could the U.S. election have on this issue? RARE Infrastructure weighs in.
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
Market commentators constantly harp on “volatility” – volatility is rising, volatility is falling, investors need to manage against it – but the concept does not resonate with many retail investors.
Fixed income investing:
Staying disciplined is the key in fixed income now, with recent appreciation making value less easy to find.
For US investors apprehensive about international stocks, an investment process focused on low volatility, dividend income and currency hedging may offer a greater level of comfort, notes Mike LaBella of QS Investors.
Current unemployment data may not be as encouraging as they seem, thanks to younger workers’ lower participation in the labor force.
Rates are roughly where they should be for the moment, given sluggish growth, says Brandywine Global's David Hoffman
Trends in investment real estate:
Office spaces designed to facilitate creativity and collaboration should compete successfully against traditional properties going forward, note Rick Schaupp and Bohdy Hedgcock of Clarion Partners.
Financial companies – including alternative asset managers -- represent a corner of the small-cap market worth watching for investors seeking to capture unrealized value, notes Chuck Royce.
The market's pronounced shift toward companies with attractive to reasonable valuations, solid balance sheets, and strong profitability in the first half of 2016 was positive for many active managers.
ClearBridge Investments’ Margaret Vitrano sees opportunity in selected US stocks, despite areas of concern and recent gains in the overall market
Uncertainty in advance of the US election could create opportunity in selected segments within health care, notes ClearBridge Investments' Marshall Gordon.
International equity investing can offer opportunities not available within the US. Market volatility, as well as currency fluctuations, can present challenges. But there are steps that investors might consider to address these issues.
Today’s Fed decision to push off any rate hike until at least September will leave investors guessing a little longer.
Emerging Markets debt:
With commodity prices, spread valuations, and credit ratings stability now better aligned, Brandywine Global's Gary Herbert sees greater opportunity ahead in emerging markets corporate debt.
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