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January 2017
Four Small-Cap Specialists on 2017

Small-caps had a great run in 2016, but what should investors expect from 2017?


January 2017
A Dramatic Rebound for Small-Caps

2016 was a terrific year for small-cap stocks that included some key reversals.


December 2016
Hope, Doubt, and a New US Administration

Western Asset Deputy CIO Mike Buchanan reflects on where to find opportunity in fixed income now, via select spread sectors and a long-duration portfolio bias.


December 2016
Asia Fixed Income Review

Monthly Asia Fixed Income Review from Western Asset.


December 2016
Global Fixed Income Review

Monthly Global Fixed Income Review from Western Asset.


November 2016
Overdone Optimism

Ken Leech, CIO of Western Asset discussed the election of Donald Trump, Western Asset’s investment thesis and the rationale behind recent observed price movements.


November 2016
After the U.S. Election: High Hopes, Big Questions, New Opportunities

Our U.S. and global investment panels assess how the markets have responded to the U.S. election results — and whether initial reactions are likely to persist or change over time.


November 2016
Ripples from the U.S. election: A New Global Investment Landscape

Highlights from 21 Nov CIO panel on global markets after the election, with audio replay; features Jack McIntyre of Brandywine Global, Mike LaBella of QS Investors, Tom Walker of Martin Currie.


November 2016
Investing in infrastructure: Bridges, Roads…and Income

Global infrastructure offers several potential advantages; two of the most significant are the potential of competitive income, and low correlation to major asset classes.


November 2016
Changing of the Guard: New Opportunities in U.S. Markets

Highlights from 17 Nov CIO panel on US markets after the election, with audio replay; features Scott Glasser of ClearBridge, Mike Buchanan of Western, Francis Gannon of Royce.


November 2016
Trump Wins: market Scramble

Latest market reactions and what's next for investors.


November 2016
A Review of Biotech Stocks

Latest development in biotech industry.


November 2016
Emerging Markets: The Tide is Turning

Looking beyond the short-term noise in emerging markets, we believe that there are great opportunities, with many businesses that can compound returns way into the future.


October 2016
A Supportive backdrop

The current backdrop of subdued growth and inflation continues to be supportive of spread sectors in bonds, with central banks likely to continue current policies, notes Western Asset CIO Ken Leech.


Q3 2016
Small-Cap Strength Broadens

The third quarter was the strongest for the Russell 2000 so far in 2016 and while classic value and quality stocks lagged, their returns were strong on an absolute basis.


October 2016
Election 2016: The Road Ahead for Infrastructure

The US has an acute need for new spending on infrastructure; what impact could the US election have on this issue? RARE Infrastructure weighs in.


August 2016
The US: Best house on the block?

ClearBridge Investments’ Margaret Vitrano sees opportunity in selected US stocks, despite areas of concern and recent gains in the overall market.


August 2016
Biotech and more - Finding value in stocks

Investors who focus on US stocks' overall price level are overlooking the values available in health care and other sectors, says Evan Bauman of ClearBridge Investments.


August 2016
Unconstrained investing: not running on empty by any means

Western Asset product specialist Robert Abad explains in a white paper with great graphics the benefits of unconstrained fixed income strategies in a low-rate, post-Brexit environment.


July 2016
Small-Cap value remains strong

Chuck Royce and Francis Gannon discuss why the combination of earnings and valuation could bolster small-cap value’s leadership in the current cycle.


July 2016
Ken Leech Market & Strategy Update

With further accommodation from central banks likely, Western Asset CIO Ken Leech believes spread sectors should continue to offer attractive returns, with Treasuries and sovereign bonds underpinned by low rates.


July 2016
Standing our ground

After a very challenging start of the year, the credit rally since mid-February, briefly interrupted by the Brexit rollercoaster, has been nothing short of remarkable.


Q2 2016
An upturn in growth ahead?

Economic data improved during the second quarter mainly due to gains in the developing world.


Q2 2016
US Equity Monthly Flash

Technology leads stocks rally.