Find the latest macro analysis and insights
The 2026 midterms are only one factor impacting your investments this year. Here are strategies for navigating markets during the election cycle.
Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.
Western Asset: As US-Iran tensions expand across the region, drawing in additional countries and threatening key strategic waterways, geopolitical uncertainty is widening the range of possible outc...
After a few years of decline, global debt-to-GDP ratios ticked up in 2025. Gains were concentrated in emerging economies, often from low levels (elevated ratios remain largely a developed world pro...
ClearBridge Investments global growth portfolio manager, Michael Testorf explores why now could be a pivotal moment for international equity investors.
Assessing monetary policy is challenging, but housing and labor market signals suggest little need for Fed rate hikes in 2026.
As Andy Burnham swaps being Mayor of Manchester for UK Prime Minister, how much fiscal wiggle room does he actually have?
Explore how investors can capitalize on European real estate's post-correction recovery by choosing levered debt strategies that a...
The euro area remains a low-growth region, but increasing convergence is making it a more stable and durable monetary union.
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