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Investing Ideas
Hiding in plain sight: The investment case for healthcare
Curated content for RIAs.
Though healthcare may have flown under the market’s radar this year, the sector’s attractive valuations and new growth opportunities are not to be overlooked, say Portfolio Managers Andy Acker and Dan Lyons.
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
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.
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.