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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
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.
Market Outlooks
Our Global Convictions: Why We’re Staying Off the Sidelines
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Despite uncertainty around upcoming elections and the ongoing pandemic, we continue to find assets we believe can deliver attractive returns over the long term. Philip Straehl, Global Head of Research, Investment Management, and Edward Fane, Portfolio Manager, discuss the macro reward-for-risk picture and why we like certain asset classes.
Market Outlooks
Is This Rebound for Real? And Is Now a Good Time to Double-Check Risk Tolerance?
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We take a closer look at the recent US stock market rally from its March low, and address some questions frequently asked by advisors around assessing risk and behavioral coaching in these unusual times.
Market Outlooks
How We’re Positioning Portfolios to Outperform
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President and Global Chief Investment Officer Daniel Needham explains how asset valuation allows us to calculate expected returns for the long-term.
Market Outlooks
Where We See Opportunities Ahead
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The news today makes the short-term economic outlook uncertain. Yet, we invest for the long term, not just for the next few months or even years. Given the attractive valuations we saw near the end of the first quarter, we think long-term returns look much better for investors now than they did just three months ago.
Please join our discussion with President and Global Chief Investment Officer Daniel Needham, Co-Head of Target Risk Strategies Dan McNeela, and Head of US Equity Strategies Michael Corty.
Market Outlooks
[Webcast Replay] Our Perspective: Stay the Course for Long-Term Investment Success
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We understand how the news of today's uncertainty can make it difficult to think about your investments and financial plans. We believe in empowering investor success and want to provide some perspective on what's happening in the markets and what we're doing to put investors first.