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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
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.
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.