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Investing Ideas
Investing in megatrends through mission-critical ‘ingredients suppliers’
Curated content for RIAs.
Suney Hindocha, analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, discusses some of the mission-critical, and often overlooked, businesses that are essential to the megatrends which are shaping the future.
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
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.
Policy and Regulatory Commentary
Primary Debates Past and Present
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With apologies for being the bearer of bad news, the 2024 election is upon us. Officially. Tonight marks the first Republican primary debate of the presidential election cycle...
Policy and Regulatory Commentary
Are “Junk Fees” A Winning Election Issue?
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If July was Republicans’ “ESG Month,” August (and potentially everything after, at least until next November) might just be Democrats’ “Junk Fee Month.”
Macroeconomic & Geopolitical
AOR Update: When to expect a recession?
ClearBridge Investments: Despite improving economic sentiment now leaning the consensus view toward a soft landing, we continue to believe a recession is on the horizon.
Policy and Regulatory Commentary
Election 2024: A Total Tossup?
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Ready or not: Election 2024 is upon us.
Market Outlooks
The Long View: Who's Right?
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The second half could see a tug of war between market expectations for a soft landing and more cautious economic forecasts.