LOOKING BEYOND TODAY’S VOLATILITY

Position your portfolio for recovery while recognizing the risks still looming in the markets.

Updated as of July 23, 2020
 

What our managers are saying

The Case for Calm: Get the Facts

The bumpy ride in stocks this year is a reminder that market declines are a natural part of investment cycles.

Weekly featured insight: Strengthen Your Investment portfolio pictured by the Northern Lights over a waterfall.

Featured Insight

Strengthen Your Investment Portfolio

Take steps now to maintain income and total return amid the uncertainty created by COVID-19. 



Persistent volatility is a major concern for investors now, given continuing uncertainty about the state of public health and the global economy.

“We have never before experienced anything like COVID-19…as [Fed Chair] Powell has said, forecasts in this environment are practically useless. As investors, how are we to advance through the fog?

                                                                      -- Ken Leech, Chief Investment Officer, Western Asset


It’s a perfect storm for anxious investors who wonder if they should shift money around to prepare for a worst-case scenario.

Of course, in investing, we may never know the future, but we can prepare for it. That’s why we make long-term plans – to have portfolios that can take us through market volatility, as well as periods of gain.

So before you abandon any plan, first revisit your goals, since these are the foundation of any well-considered investment strategy. Has the COVID crisis changed those goals?  You may find that they remain unchanged.

If you do want to adjust your portfolio, reach out to your financial professional for advice. And take advantage of a mix of active and passive strategies – which together provide opportunity for alpha as well as a baseline for the broad market.
 

Resources for Financial Professionals


Volatility Resources

For details on upcoming webcasts and exclusive strategy updates. For more information, please call your Legg Mason sales representative or our sales desk at 800-822-5544.

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Learning from the Lessons of  Time

The COVID-19 crisis is serious, but US stocks have ultimately overcome many serious challenges since the 70’s. Explore our exclusive “Lessons of Time” page for help seeing beyond the current panic.

chart outline and man icon representing anatomy of a recession

Anatomy of a Recession

Our Recession Risk dashboard is flashing red, showing a pullback already under way.  Check out our new Recovery Dashboard for the indicators needed to trigger a lasting economic expansion.

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Latest Insights

Explore more perspectives from our investment managers.


Definitions

COVID-19 is the World Health Organization's official designation of the current novel coronavirus disease. The virus causing the novel coronavirus disease is known as SARSCoV-2.


IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.

Active management does not ensure gains or protect against market declines.

Equity securities are subject to price fluctuation and possible loss of principal.

Diversification does not guarantee a profit or protect against loss.

Outperformance does not imply positive results.

The information presented here is general in nature and does not constitute legal advice on any particular matter. Please note that all references to third-party corporations and websites do not constitute a recommendation or endorsement by Legg Mason Investor Services, LLC.