Featured Insights

Additional Insights

June 2017
Trump’s Infrastructure Plan

Richard Elmslie, Co-CEO of RARE Infrastructure provides insight on President Trump’s infrastructure plan, including the necessary incentives to attract private capital and the challenges that the Trump administration could face.

May 2017
French Election 2017: Markets March On

What do Legg Mason’s portfolio managers say about Emmanuel Macron's victory?

April 2017
US Equities: Growth is Where you Find it

Investing in growth stocks outside the limits of traditional benchmarks has allowed ClearBridge Portfolio Managers Margaret Vitrano and Evan Bauman to thrive in a crowded field.

April 2017
Have Emotions Overtaken Logic?

After multi-year gains in the stock market, investors are looking beyond easy money for signs of continued momentum.

March 2017
BREXIT and Article 50: Crossing the Rubicon

The triggering by the UK of the European Union's Article 50 today formally signals the UK’s intention to seek a divorce and allows exit negotiations to begin in earnest. What does this means for British companies...

March 2017
Small-Caps: Resisting Rate Risk

Senior Investment Strategist Steve Lipper highlights that small cap stocks have far less sensitivity to interest rate moves than their large cap cousins.

March 2017
Natural Fit: Rate Hikes and Small-Cap Value

What do rising rates have to do with stocks? One past example: the small-cap equity markets' response to a rising-rate environment, which has helped power the shift in favor of "value".

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
Looking Ahead: Outlook 2017

ClearBridge Investment Strategist Jeff Schulze offers insight on what 2017 could have in store for the economy and markets.

January 2017
7 Reasons to Choose Active Now

While index investments have their place, it’s important to recognize what actively managed strategies can do for investors – especially in the current environment, where the risks embedded in passive strategies loom large.

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.