Latest Insights

The Euro: Unloved and Ready to Rally (Brandywine/Bradley)

Despite the clouds, could the euro be set to appreciate as negative sentiment weakens and fundamentals improve?

Tariffs and Inflation: Not Particularly Worrisome (Bellows/Western)

The bond market will be looking for any indirect impacts from the tariffs, which could stem from changes in financial conditions or changes to the global growth outlook.

Why Kudlow Might Be Right (Brandywine/Scotland)

The willingness of U.S. consumers to spend is a crucial driver of interest rates – and global growth.

Recession Indicators Update: Lessons from 1998-2002 (ClearBridge/Schulze)

There are many parallels between today and 1998-2002, but the current environment lacks that period's overvaluation and cyclical excesses.