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Market Outlooks
Anatomy of a Recession Update: What is a recession, exactly?
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Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
Market Outlooks
AOR Update: Lower yields, so what?
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ClearBridge Investments believe the 10-year U.S. Treasury yield is likely to stabilize and decline in the coming year, supporting equity market valuations and influencing leadership.
Market Outlooks
Market Week in Review: What are the potential threats to U.S. Q4 economic growth?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Global Weekly Commentary: Finding new opportunities as Q4 starts
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Markets are adjusting to the new regime of greater volatility and higher interest rates.
Market Outlooks
Global Weekly Commentary: Yields surge as new regime plays out
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Yields on benchmark 10-year U.S. Treasuries last week briefly rose to 16-year highs above 4.50% as major central banks paused rate hikes but left the door open for more.
Market Outlooks
Market Week in Review: Shelter prices spur rise in Canadian inflation
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Global Weekly Commentary: Seizing new regime opportunities
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We see the new regime of greater volatility playing out: higher interest rates, stagnating activity and structural forces set to push inflation back up. Flip-flops in the market narrative make that clear.
Market Outlooks
Market Week in Review: U.S. core inflation rises in August, but September rate hike unlikely
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Sustainable Investing
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
Market Outlooks
Student of the Market: September 2023
Stay on top of the changing market environments by learning from their historical parallels.
Portfolio Construction Insights
Model Specialists Coverage Map
Get in touch with a model specialist to learn how incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk.
Market Outlooks
Global Weekly Commentary: New regime fuels narrative flip flops
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We‘re in an unprecedented macro environment that is driving constant shifts in the market narrative: from hopes of avoiding recession to fears good macro news could be bad for markets in just a few months. We see the market moving with data as if we’re in a normal business cycle.