Market Insights

  • After the U.S. Election: High Hopes, Big Questions, New Opportunities Legg Mason: November 2016

    Our U.S. and global investment panels assess how the markets have responded to the U.S. election results — and whether initial reactions are likely to persist or change over time.


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  • Overdone Optimism Western Asset: November 2016

    Ken Leech’s most recent letter to investors questions whether the new market narrative developing around improved US growth will ultimately come to pass.


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  • Insurance Overhaul Could Boost Health Care ClearBridge Investments: November 2016

    ClearBridge health care analysts Marshall Gordon and Nicholas Wu examine potential changes for the sector in light of recent election results, including the potential repeal or reform of the Affordable Care Act.


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2016 Global Investment Survey
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