Mid Week Bond Update

Treasuries: The 3% Solution

After flirting with the 3% level for several days, the yield-to-maturity on the 10-year Treasury briefly crossed...

Mid Week Bond Update

News Fatigue

Financial markets appear to be looking past the recent bombs and bombast over Syria...

Diversifying Risk in International Stocks

International stocks are gaining traction with investors -- but passive strategies may not be the best guide to opportunity. ClearBridge's Eliza Mazen explains why an active approach to diversifying international growth stocks may make more sense.

Trump's Tariffs: A Net Plus for Infrastructure

Because they impact trade flows, tariffs have implications for port, road and rail systems. This could end up stimulating investment in new infrastructure capabilities.

Mid Week Bond Update

Tariff Tantrum

The brief outburst of trade threats at the end of last week may have been cover for a relatively focused series of bilateral negotiations between the U.S. and a select list of trade partners...

Unconstrained investment solutions

Currencies - Frenemies?

Some investors see the foreign exchange market as a volatile, risky venture, not for the faint-hearted. But, a professional and unconstrained investment approach has the potential to turn currencies into friends, rather than enemies.

Above the Noise

China's Top Three Priorities

China has been grabbing headlines due to the recent elimination of fixed terms for the President and Vice President, as well as the government’s intervention in a number of large-scale local businesses. However, there are other developments which will have a more tangible impact on the economy, that have received much less attention.

Emerging Markets with Less Surprises

To what extent can an investor enjoy the growth of a select pick of emerging market companies, while taking methodical steps to avoid as many unrewarded risks as possible? Kim Catechis, head of emerging markets at Martin Currie, gives his take on the challenge.

Lessons from February: A Multi-Asset Perspective

Last month showed vividly that sentiment can shift rapidly even when fundamentals stay solid; the heightened focus on the Fed and inflation is likely to persist, although we expect the impact of upcoming increases to be primarily on short-term rates.

Above the Noise

The New Normal of Higher Rates

With the first Fed rate hike of 2018 likely to occur later this month, we’re going to start hearing a lot more about debt.

Above the Noise

Steel Tariffs - Who Gets Hurt

International capital markets have been roiled as President Trump announced that he intends to apply 25% tariffs on all imports of steel into the US and 10% on aluminium, as this will, in his opinion, protect the US domestic steel industry.