Market Insights

  • On EM Valuations and Fundamentals Western Asset : September 2018

    Ken Leech gives a detailed analysis on why he thinks the fall in EM valuations provides opportunities for investors.


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  • Recession Indicators Update: Money Supply ClearBridge Investments : September 2018

    The ClearBridge Recession Risk Dashboard still points to expansion rather than recession in the US, says Jeff Schulze.


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  • Mexico's New Deal Martin Currie : September 2018

    Kin Catechis explains the consequences of the new trade deal between the US and Mexico and why he thinks NAFTA is no longer as important for Mexico as it once was.


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