Latest Insights

Q4 2018 Market and Strategy Update: The Continuing Uneven Global Recovery

Ken Leech says that the optimism for U.S. growth is a bit overdone but pessimism around lethargic global growth rates has swung too far to the downside.

Contagion Contained

It's been a challenging few months for emerging markets. Kim Catechis explains why he sees the dislocation between negative market reactions and the actual long-term drivers of growth in the asset class as a compelling opportunity.

Listed Infrastructure: Connecting the World: Airport Infrastructure

Nick Langley explains how listed airport companies make money, how they are regulated and how investors can find opportunities.

Continuing Expansion: The Credit Cycle: Key Signals

None of the five early warning indicators tracked by Western Asset point to an end of this expansion phase of the economy writes Thomas McMahon, product specialist at Western.