Some regions and industries may be better positioned than others for a rebound from COVID-19 closures.

U.S. banks are arguably better positioned to handle a severe economic crisis now than at any other time in their history. 

The recent economic response package in Europe falls short of “true” fiscal solidarity, but a limited, jointly financed Recovery Fund could go a long way to help.

Pent-up risk appetite could fuel a prolonged rally, but signposts of a turning point in the spread of the disease may need to emerge first.

The sudden drop in crude oil prices, coming just as the coronavirus is curtailing global demand, raises the likelihood of a worldwide supply glut.

A renewed focus on projects related to sustainability and climate change bodes well for infrastructure stocks, despite market pessimism about growth.

Wild cards like Brexit and the U.S. election have the potential to impact markets against a backdrop of low inflation and muted growth.

Looking ahead, we think global growth will slowly improve with inflation remaining modest – continuing to favour spread sectors.

Why Western Asset believes the current positive phase of the credit cycle will likely continue.

A region-by-region breakdown of the most relevant issues for global equity investors to follow in the months ahead.

Negative interest rates offer a unique opportunity to build or borrow at rock-bottom costs.

The bond market has already priced in cuts later this year. Though possibly ahead of itself in terms of timing, the market’s call on the direction of rates looks right, notes Western Asset’s John Bellows.

The Nationalisation manifesto by Labour’s Corbyn has been a major headwind for the UK utility sector since late 2017. Since then, any news of a weakening of Labour’s popularity has generally led...

While the global growth rate has moderated and is still very modest, we expect it to be slightly better than 3.5% for the year. We view the recent inversion of a portion of the yield curve as a yellow warning sign rather than a flashing red signal of imminent recession.