Featured Investment Insights
ClearBridge Investments’ Margaret Vitrano sees opportunity in selected US stocks, despite areas of concern and recent gains in the overall market
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.
Uncertainty in advance of the US election could create opportunity in selected segments within health care, notes ClearBridge Investments' Marshall Gordon.
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.
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.
Volatility is an inevitable part of investing and when markets get bumpy opportunities can emerge for patient, value-oriented investors.
For your consideration
There's no shortage of anxiety in today's financial markets – whether it's geopolitics, valuation, or unprecedented global central bank policies. But where there's doubt, there can be opportunity. These five factors are worth considering for stocks in the U.S.:
ClearBridge's Paul Ehrlichman discusses the economic and investment implications of Britain's decision to leave the EU.
Behind the decision
The Fed’s cautious risk management stance has been supportive of markets and perhaps of US economic growth. We expect the Fed to maintain that stance unless and until there is a material change in the outlook.
Western Asset's John Bellows
Little need to rock the boat, in a nod to market stability. A reason for the uncertainty: the Fed's priorities are affected by changing conditions. Meanwhile, observers both in the US and elsewhere are watching the clear, if slow, progress of the US economy.
Europe’s political and economic make-up could be radically altered after 23 June if the UK votes to leave the European Union (EU). Would ‘Brexit’ be the seismic event many predict, or just prove to be a hump in the road? Michael Browne and Steve Frost examine the potential implications for European investors.
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