Western Asset Insights

Western Asset: The reported succession of Mojtaba Khamenei as Iran's supreme leader amid escalating regional conflict, unclear US objectives and widespread misinformation is heightening uncertainty an...

Western Asset: Emerging market official investors—including finance ministries, debt offices and public pension funds—play a critical but often overlooked role in shaping sovereign risk, currency move...

Western Asset: The Fed held interest rates steady at its January meeting, with Chair Powell signaling patience before any cuts while highlighting the US economy's surprising strength and resilience am...

Western Asset: A quarterly report providing an in-depth analysis of the global economic landscape, key drivers and insights into fixed-income markets for investors.

In this quarterly update, Western Asset believes fixed-income markets should benefit from improving growth in 2026, with subdued inflation and reduced uncertainty around tariffs.

Western Asset: Emerging markets appear well positioned to present selective opportunities in 2026, as strong fundamentals, attractive valuations and evolving geopolitical risks shape investment prospe...

Western Asset: The capture of Nicolás Maduro removes a single leader but does not resolve Venezuela’s structural political or economic crisis. Instead, it has thrust the country, the broader region, a...

Western Asset: Despite another 25-bp rate cut, Federal Reserve officials signaled growing uncertainty about future monetary easing, as persistent inflation, mixed economic signals and limited data sug...