Western Asset: Two major earthquakes in Venezuela have caused widespread destruction and uncertainty, complicating the country's economic recovery, debt restructuring and energy outlook.
Tune in to our newest episode on music and markets with stock market veteran Arnout van Rijn.
Institutional investors are rethinking fixed income as public and private credit converge. Explore how portfolios are shifting toward a more flexible, outcome-driven approach.
Markets show little reaction to Starmer’s exit, pricing continuity. Labor dynamics point to weaker policy mix and higher bond risk premium.
In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.
Markets appear resilient on the surface, but growing issuer-level dispersion is creating opportunity beneath the surface.
With the Middle East conflict's ripple effects still being felt, our macro strategy team, led by Global Chief Economist Alex Grassino, shares its latest forward-looking views on global economies an...
Chief Market Strategist Ronald Temple explores the forces reshaping global markets in the second half of 2026—including a weakening US dollar, steepening yield curves in developed markets, and a na...
Looking back to the early days of the internet, it was clear that the technology was completely transformative; however, many investors who simply bought “anything internet” in the late 1990s ended...
Our monthly summary of emerging market debt developments and the outlook.
Tech leads stocks lower
Assessing an environment pointing towards a structurally higher neutral rate, stronger long-term earnings growth, and a renewed need for discipline in both duration management and equity valuation.
Capital Market Assumptions (CMAs) are an essential part of portfolio construction, but they can add unintended risks. Our approach rearranges the process, connecting risk assumptions directly with...
The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.
While the year began with ever-shifting winds of change from the second Trump administration, these have settled into a more modest headwind.
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