1183 briefings from 375 companies
John Goode discusses multiple issues of current importance for the economy and financial markets. Topics include; the importance of the stock market since 2009, interest rates in the coming years, emerging market stocks and developed markets.
Published:11 August 2014
The US is on the brink of an era of prosperity that may last for decades and this should enhance the prospects of US smaller companies, says Robert Siddles, the manager of the Jupiter US Small and Midcap Companies Fund.
Published:28 July 2014
Leading with an article from Fidelity CIO for Equities Dominic Rossi, this brochure highlights opportunities for growth in the world’s advanced economies. It also features pieces from a trio of portfolio managers: Jeremy Podger, Pater Kaye and Alex Wright
Published:11 July 2014
Business Area:Developed Markets
Managing an emerging markets portfolio is not for the fainthearted. This brochure features articles from our emerging markets team on their views and the opportunities they are finding.
Published:04 July 2014
Business Area:Emerging Markets
Charlie Dreifus discusses the Fed, his outlook on the economy, current valuations, small-cap quality, and more.
Published:27 June 2014
This paper explores multiple issues of current importance for the economy and financial markets including stock market performance and volatility, how the US can achieve faster GDP growth and the need to be more selective about securities and favour higher quality issues going forward.
Published:16 June 2014
Could a sustained economic recovery render absolute return funds redundant in 2014?
Published:16 June 2014
Business Area:Absolute returns
In this informative paper, John Bellows discusses how understanding Yellen's outlook will help investors better anticipate the direction for Fed policy.
Published:27 May 2014
In this paper, Legg Mason’s Co-Chief Investment Officer Ken Leech explores the challenge facing bond investors as the withdrawal of monetary policy accommodation approaches.
Published:19 May 2014
We are continuing to experience a very mixed market. Despite some indicators showing M&A activity is ahead of last year, including some pockets of intense activity and some key “mega-deals” being announced, these headline numbers do not give the full picture.
Published:23 February 2014