Key Convictions 1Q24: Western Asset

It’s all about confidence, says leading European asset manager Amundi, which expects multi-speed growth in the second half of 2024 marked by slow and uneven disinflationary trends and diverging dynamics.

Volatility from regulatory action and climate change is creating buying opportunities for U.K. water utilities, according to ClearBridge Investments.

Emerging markets are now outpacing developed nations in growth and credit quality, but Franklin Templeton’s fixed income team says investors should conduct thorough risk assessments for these promising opportunities.