Legg Mason has over a century of experience in identifying opportunities and delivering astute investment solutions. As of 31 March 2018 we manage A$982 billion across a broad mix of equities, fixed income, alternatives and multi-asset strategies. Listed on the New York Stock Exchange, our company is headquartered in Baltimore USA and employs more than 3300 employees in 39 offices around the world including both Melbourne and Sydney. Visit www.leggmason.com.au to learn more.
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Many ‘baby boomer’ retirees contemplating decades of retirement prefer a sustainable lifestyle based on a steady income that keeps up with inflation. New perceptions of risk are required to meet such income demands.
Australian credit markets have had a good run, and any investor tempted to exit the sector should consider whether a move now is too early in the cycle. A period of range-bound stability is the more likely outcome.
Tariffs are often seen as a negative for global trade. However, for road, rail, and port operators, tariffs may only re-calibrate origins and destinations. Political risk and the typically short life of a tariff also need to be considered.
Emerging markets have the world’s fastest growth in populations, numbers of the middle class, technology adoption, and even technology creation. They are no longer playing catch up, they are leading the tech revolution.
It’s not long ago when Australian bond rates were well above US bond rates, and now they are the same in the 10 years. Factors affecting Australian monetary policy will not mirror US rises through 2018.
Volatility continues to hit record lows despite political upheaval and the start of interest rate normalisation. But, as inflation continues to take root, can active strategies help investors protect their portfolios from downside risk?
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Low volatility, high-quality, high-growth stocks could suffer in a growing economy – as well as being vulnerable to increasing discount rates from higher bond yields.
Active management of global and domestic fixed income will be a key driver of broad portfolio performance in future, and correlations between asset classes will determine results in difficult markets.