Market Insights

  • Election 2016: The Road Ahead for Infrastructure RARE Infrastructure: October 2016

    The US has an acute need for new spending on infrastructure; what impact could the US election have on this issue? RARE Infrastructure weighs in.

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  • Stirrings of an end to financial repression? Brandywine Global: 3rd Quarter 2016

    The world seems to be shifting from an investment regime, built on liquidity and monetary stimulus, to one based on growth from the emerging world.

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  • A Supportive Backdrop Western Asset: September, 2016

    CIO Ken Leech continues to believe that economic growth, though sustainable, is not robust enough to allow central banks to back off their current accommodative policies - a generally favorable backdrop for bond investors now.

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