Latest Insights

Martin Currie - Slowing Fast Fashion

David Sheasby, head of stewardship and ESG at Martin Currie, explains how the sustainability credentials of companies in the US$1.3 trillion global fashion industry are coming under heightened scrutiny. This article is timed to coincide with Fashion Week.

Western Asset - Unconstrained: Stay Active

Robert Abad explains why income generation via global credit will become an increasingly integral part of investors preferences and how active sector rotation will be essential.

Brandywine Global – Emerging Markets: Three Keys To Growth

Jack McIntyre argues why three key factors could facilitate the flow of capital back into emerging market assets in 2019: The Fed; fiscal and monetary policy in China; and U.S.-China trade relations.

ClearBridge – A Pullback, Not a Crash

The current environment is similar to several previous periods where market weakness and substantial P/E compression occurred against a backdrop of economic and earnings strength. Historically, these periods have been followed by solid stock rebounds.