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Market Outlooks
The Long View: The Crux
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ClearBridge Investments: The toughest test for investors lies ahead as stimulus and consumer resilience fade while lagged effects of rate hikes take hold.
Market Outlooks
Global Weekly Commentary: An evolving U.S. financial landscape
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The future of finance is one global mega force we see affecting returns.
Market Outlooks
Market Week in Review: Consumer spending powers U.S. economic growth to 4.9% in Q3
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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
Market Week in Review: 10-year Treasury yield rises amid signs of continued U.S. economic resilience
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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: U.S. stocks: selective as earnings stall
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Markets expect a pickup in corporate earnings to start in the Q3 reporting season that gets underway in earnest this week.
Market Outlooks
Student of the Market: October 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: U.S. yields: two-way volatility ahead
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We have been underweight long-term U.S. Treasuries since late 2020 as we saw the new macro regime heralding higher rates.
Market Outlooks
Market Week in Review: What are the potential economic impacts of the Israel-Gaza conflict?
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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: Why the structural matters now
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Markets are adjusting to the new regime of greater macro and market volatility, in our view.
Market Outlooks
Market Week in Review: Why a higher-for-longer narrative isn’t the only possible outcome
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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
Anatomy of a Recession: Lower yields, so what?
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Where do we stand - and what should we watch for in the coming months?
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.