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Macroeconomic & Geopolitical
Anatomy of a Recession Update: Cracks in the Foundation
This piece is approved to use with clients.
Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.
Active/Passive Management
Large-Cap Growth: Our Edge
Jim Golan, CFA, partner, and Nancy Aversa, CFA, partner explain why they believe this focus has the potential to create unique alpha opportunities for our clients.
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
This piece is approved to use with clients.
In this episode, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Macroeconomic & Geopolitical
The Active Share Podcast: The Age of Oil
This piece is approved to use with clients.
Hugo sits down with Helen Thompson, a professor of political economy at Cambridge University and author, for a conversation about energy
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
This piece is approved to use with clients.
In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Policy and Regulatory Commentary
MarketScape: U.S. Debt Ceiling Deal: Signs of Stability for Investors
While complications still may arise, we expect Congress to enact the debt ceiling agreement in time to avoid a potential default. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes the market reaction to the deal and some risks that remain.