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Market Outlooks
Weekly Investment Commentary: A valuable earnings season kicks off
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Following last quarter’s strong equity market rally, most sectors are now trading at a valuation premium relative to history.
Market Outlooks
Market Week in Review: What’s driving the surge in government bond yields?
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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
Weekly Investment Commentary: When market and election cycles meet
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Our concern about potential risks in the year ahead informs our current equity market views: We suggest focusing less on cyclical exposures in favor of more defensive, less economically sensitive areas.
Market Outlooks
Market Week in Review: Russell Investments lowers U.S. recession risk to 45%
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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
Weekly Investment Commentary: Prepare for a plateau, not a plummet, in rates
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Persistently higher-for-longer rates may tempt some investors to plead, “Stop the ride – I want to get off!” But we see investment opportunities that make staying on board a better choice.
Market Outlooks
Market Week in Review: What sparked 2023’s year-end market rally?
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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
US equity outlook: Market breadth to dictate bullishness
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ClearBridge Investments expects market leadership to broaden in 2024 and believe high-quality defensive stocks will hold up better than the current mega cap leaders in an economic downturn.
Market Outlooks
AOR Update: The Fed is Done What's Next?
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Clearbridge Investments: With the market and FOMC suggesting the rate hike cycle is complete, the first interest rate cut could come by May 2024, a pause consistent with the Fed’s “higher for longer” messaging.
Market Outlooks
AOR Update: The Fed is Done What's Next?
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Clearbridge Investments: With the market and FOMC suggesting the rate hike cycle is complete, the first interest rate cut could come by May 2024, a pause consistent with the Fed’s “higher for longer” messaging.
Market Outlooks
Survey: How Treasurers Are Positioning Cash with Possible 2024 Rate Volatility
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Treasurers, likely seeking to diversify their cash holdings to navigate rate and market uncertainty, are looking to money market funds, short-term bonds and ESG funds among others.
Market Outlooks
S&P 500 Index Rebalance: Uber Addition Boosts Weight of Transportation
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The addition of rideshare company Uber to the S&P 500 index notably impacted the sector and industry composition.
Market Outlooks
What the U.S. Equity Rally Means for Tax Planning
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We analyze how investors can harvest losses in a robust stock market