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Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
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?
This piece is approved to use with clients.
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.
Policy and Regulatory Commentary
A Big 2024 To-Do List, But History Shows Congress Won’t Do Much
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The first session of the 118th Congress is in the books.
Policy and Regulatory Commentary
Finance, Crypto Industries Lose A Key Ally In Congress
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What Is On Chair McHenry’s Must-Do List?
Policy and Regulatory Commentary
What Does The Money Tell Us About the 2024 Elections?
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What fundraising and voter enthusiasm may foretell about next year’s presidential election.
Market Outlooks
PMC Weekly Market Brief - November 20, 2023
PMC Weekly Market Brief - November 20, 2023
Market Outlooks
PMC Weekly Market Brief - November 13, 2023
PMC Weekly Market Brief - November 13, 2023
Market Outlooks
PMC Weekly Market Brief - November 6, 2023
PMC Weekly Market Brief - November 6, 2023
Market Outlooks
The Long View: The Crux
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ClearBridge Investments: The toughest test for investors lies ahead as stimulus and consumer resilience fade while lagged effects of rate hikes take hold.
Market Outlooks
PMC Weekly Market Brief - October 30, 2023
PMC Weekly Market Brief - October 30, 2023