Market Outlook
Featured Market Outlook
Around the Curve
The Ascent of Green Bonds
Bonds that meet environmental objectives are becoming increasingly popular.
Recession Indicators Update
Cautious as Activity Rebounds
Manufacturing new orders bounced back last month, but the ClearBridge Recession Risk Dashboard's signal remains a cautious yellow.
Markets Now: Review and Outlook
Our proprietary leading economic indicator suggests that international developed market stocks are positioned to outperform versus their U.S. counterparts.
Market & Strategy Update
Steady Growth via Central Banks
Central bank dovishness and good fundamentals should support spread product vs. government bonds, along with relatively volatile EM debt.
2020 Market Outlook
Key Themes and Drivers for Infrastructure
Infrastructure could be at the centre of new government efforts to stimulate their economies though spending on local labour and materials.
Market Outlook
Q1 Market Outlook
Even Lower, Even Longer
Despite recent headwinds, the pace of global growth should pick up. With central banks on board, emerging markets are especially attractive.
Mid Week Bond Update
ESG: Green Bonds Gaining Traction
With over $1 trillion issued so far, "Green Bonds" are becoming a major force in fixed income.
Mid Week Bond Update
Negative Rates: Is the U.S. Next?
Whether, when and how could negative interest rates arrive in the U.S.?
Mid Week Bond Update
The Fed: A Busy Buyer
What the Fed has been buying for its own account – and why.
Mid Week Bond Update
EM Corporate Debt: Not Done Yet
Even after a strong 2019, aggregate fundamentals for EM Corporates remain positive.
Summary outlook
The Year in Review, a Look Ahead
The risks, macro factors and opportunities behind Western's outlook for the year ahead.
Mid Week Bond Update
Currency Volatility: Quiet Times
At an all-time low, what does currency volatility say about today's market conditions?
Mid Week Bond Update
U.S. Inflation: Managing Expectations
Low expectations are making the Fed's battle to boost inflation harder.
Federal Reserve Outlook for 2020
The Fed’s inflation focus implies a high bar for rate hikes in 2020. Further cuts this year cannot be ruled out if inflation continues to undershoot the Fed’s target.
Mid Week Bond Update
U.S. Corporates: Strong for the Duration
Historically high duration and spreads near cyclical lows reflect a favorable environment for U.S. Corporates.
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