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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Legg Mason - Why Abe's economic revolution is helping to put the focus back on growth

After a strong year for the largest and most well-known companies in Japan, Hideo Shiozumi, manager of the Legg Mason IF Japan Equity Fund1 , expects the focus to shift to companies that can show credible strong growth, especially those in the small and mid-sized part of the market.

Company: Legg Mason
Date added: 01-12-2015
Sector: Japan

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Legg Mason/Martin Currie - A European equity fund that seeks to capture gains, whilst aiming to protect your capital from downward market movements

The Legg Mason Martin Currie GF European Absolute Alpha Fund employs a long/short strategy which seeks to benefit from both upwards and downward movements in share prices. The aim is to capture European equity returns while providing some protection from downward market movements. 

Company: Legg Mason
Date added: 01-12-2015
Sector: European Equities

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Legg Mason/Western Asset - Macro views, tactical opportunities

After years of low interest rates and strong equity markets, bond investors face many challenges – among them, heightened volatility and the prospect of higher interest rates at some point in the future. The Legg Mason Western Asset Macro Opportunities Bond Fund offers investors a flexible, high-conviction approach that has the potential for attractive returns in all environments and low correlations to traditional investments.

Company: Legg Mason
Date added: 01-12-2015
Sector: Global Equities

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Legg Mason - Targeting European equity market-beating long-term returns with below market risk

The Legg Mason QS MV European Equity Growth and Income Fund is an actively-managed UCITS Fund that aims to provide equity market returns and potentially attractive yields with less volatility (smoother return profile) than traditional equity portfolios.

Company: Legg Mason
Date added: 01-12-2015
Sector: European Equities

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Legg Mason - Multi asset solutions

We offer three multi-asset funds designed to help investors achieve their financial goals – “Conservative”, “Balanced” and “Performance”. For greater flexibility, each portfolio has the option of a euro or US dollar share class.

Company: Legg Mason
Date added: 01-12-2015
Sector: Multi Asset

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Legg Mason - Leading the way in U.S equities

A range of US equity funds designed to meet diverse investor needs – from Legg Mason Global Asset Management, an experienced investor in US securities.

Company: Legg Mason
Date added: 01-12-2015
Sector: US Equities

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Legg Mason - The US growth opportunity

Don’t let the name fool you. The Legg Mason ClearBridge US Aggressive Growth Fund is a defensively-minded fund that invests in companies that can grow their earnings and cash flows aggressively. The managers have assembled a high-conviction portfolio of companies with compelling products and services. They believe the key to long-term growth is finding innovative companies with a competitive advantage, capable of dominating their markets – that’s what they mean by ‘aggressive growth’.

Company: Legg Mason
Date added: 01-12-2015
Sector: US Equities

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Legg Mason - Investing in a diverse selection of US companies paying high and growing dividends

The Legg Mason ClearBridge Tactical Dividend Income Fund aims to deliver a high and consistent level of income, with income growth and capital appreciation as important secondary objectives. The Fund has a considerable allocation to income generating energy infrastructure companies and real estate investment trusts (REITs). This combination offers investors invaluable exposure to the improving US economy at a time when the environment for US dividends is increasingly positive. 

Company: Legg Mason
Date added: 01-12-2015
Sector: US Equities

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Legg Mason - US aggresive growth fund, manager Q&A

Although some areas of the market appear overvalued, the manager still sees plenty of undervalued growth stories around. This Q&A is based on a webcast that took place on 20 July 2015 in which Evan Bauman looks at the Fund’s approach, positioning and outlook.

Company: Legg Mason
Date added: 01-12-2015
Sector: US Equities

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Legg Mason - Income optimiser fund, Manager Q&A

As bond yields race to zero, the Legg Mason Income Optimiser Fund continues to deliver its objective of relatively high levels of income and capital protection. This Q&A is based on a webcast that took place on 20 April 2015 in which Regina Borromeo outlines the opportunities and risks in global bond markets.

Company: Legg Mason
Date added: 01-12-2015
Sector: Developed Market Sovereign Bonds

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Legg Mason - Macro opportunities bond fund, Manager Q&A

Joe Filicetti believes global pressures are dampening the outlook for inflation. This Q&A is based on a webcast that took place on 18 February 2015, in which Joe considered the implications for Fed policy and highlighted recent changes to the portfolio.

Company: Legg Mason
Date added: 01-12-2015
Sector: Developed Market Sovereign Bonds

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Legg Mason - Global multi strategy fund, Manager Q&A

Ian Edmonds believes Europe is the main area of weakness within the global economy. This Q&A is based on a webcast that took place on 8 October 2014, in which Ian considered the outlook for global bonds and discussed the key themes underpinning the fund’s positioning. 

Company: Legg Mason
Date added: 01-12-2015
Sector: Global Equities

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Legg Mason - Balancing income and volatility, A dividend-centric approach

Gone are the days when investors could satisfy their income needs with low-risk investments, like government bonds. The extraordinary intervention by central banks in the aftermath of the financial crisis has left behind an ultra-low rate environment, making it more difficult to meet income needs.

Company: Legg Mason
Date added: 01-12-2015
Sector: Fixed Income

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