Insights

 
 
 

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Market Outlook

Applied Equity Advisors Investment Process  

04-Jun-2019 

A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
 

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VIDEO: Midgame 

31-May-2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Macro Insight

Midgame 

31-May-2019 

After a growth scare in the fourth quarter of 2018, global economies may not be heading towards a recession—but U.S./China trade tensions may delay recovery.
 

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Market Outlook

Andrew Slimmon's Outlook on the Current Markets 

30-May-2019 

Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.
 

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Investment Insight

An Introduction to Alternative Lending 

28-May-2019 

Alternative lending is an asset class borne of bank disintermediation and technological innovation. In this paper, Ken Michlitsch shares his insights on the space.
 

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Macro Insight

How Flexible is Your Approach? 

23-May-2019 

The best golfers have to be flexible and experienced enough to effectively hit any number of difficult shots. We think the same holds true for portfolio managers and their approach to managing money.
 

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Global Equity Observer

Credit Where Credit Is Due 

17-May-2019 

With shadow banking subdued, the International Equity Team considers the risks involved in the new Chinese corporate debt.
 

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Global Fixed Income Bulletin

And the Beat Goes On... 

16-May-2019 

The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.
 

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Market Outlook

Applied Equity Advisors May 2019 Commentary  

15-May-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.
 

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Sustainability Insight

An Emerging Markets Approach to ESG: Our Progress 

10-May-2019 

The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.
 

emerging-markets-approach-esg-progress
 

Macro Insight

A Tale of Risk  

29-Apr-2019 

Effective risk management means understanding the critical difference between “risk” events and “uncertain” events. We explore the issue, and possible solutions, in our latest outlook, A Tale of Risk.
 

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Global Fixed Income Bulletin

Goldilocks Redux? 

17-Apr-2019 

Optimism abounds that the markets are on the right path for 2019, and we agree! We believe easy monetary policy and lower real yields will support economies and lengthen the business cycle. The Global Fixed Income Team shares their views.
 

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Sustainability Insight

Engage - Spring 2019 

17-Apr-2019 

The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
 

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Sustainability Insight

Compounding with a Conscience 

16-Apr-2019 

The International Equity Team’s discusses its latest offering, Global Sustain, and why understanding ESG factors is essential for successful compounding.
 

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Global Equity Observer

In Search of a Late-Cycle Buffer 

12-Apr-2019 

The International Equity Team asks: is it time to deploy a late-cycle buffer?
 

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Macro Insight

A Positive Outlook for Europe 

12-Apr-2019 

Ric Ford, Head of Global Credit, shares his views on how reversing negative factors are creating a positive outlook for Europe and European credit.
 

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Sustainability Insight

ESG Focus Adds Value For Our Clients 

27-Mar-2019 

Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.
 

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Sustainability Insight

Holistic and Responsible Investing in a Rapidly Changing World 

27-Mar-2019 

Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
 

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Sustainability Insight

Investing Wisely By Avoiding Permanent Destruction of Capital 

27-Mar-2019 

Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.
 

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Sustainability Insight

Being Principled, Without Sacrificing Return 

27-Mar-2019 

William Lock explains why there is no need for compromise between returns and principles.
 

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Global Fixed Income Bulletin

Where To From Here? 

20-Mar-2019 

Central banks becoming more dovish, U.S.-China relations and Brexit have left uncertainty hanging over the markets. Where will we go from here? The Global Fixed Income team shares their views.
 

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Macro Insight

On the Road Again: Fiscal Stimulus Around the World 

19-Mar-2019 

Major infrastructure programmes might be the key to reducing the risk of global recession and getting the economy “on the road again.”
 

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Market Outlook

Applied Equity Advisors March 2019 Commentary  

19-Mar-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
 

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GLOBAL EQUITY OBSERVER

When Management Gets “Strategic” 

13-Mar-2019 

Find out why company management getting “strategic” is a red flag for the International Equity Team.
 

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Sustainability Insight

ESG and Sustainable Investing Report 

07-Mar-2019 

The Global Opportunity Team shares its new annual report on ESG engagement activity.
 

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Macro Insight

An Introduction to Morgan Stanley's Private Infrastructure Platform 

07-Mar-2019 

Morgan Stanley Infrastructure Partners invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.
 

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Market Outlook

Applied Equity Advisors February 2019 Commentary  

28-Feb-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
 

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Macro Insight

Global Balanced Risk Control Team Market Update 

21-Feb-2019 

In late 2018, the GBaR team’s defensive positioning helped protect portfolios from falling equity markets. A common question from clients as the team entered 2019 was ‘what would make you more positive on equities?’ Watch Christian Goldsmith, Portfolio Specialist of the GBaR team’s latest market update video to explain.
 

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Global Fixed Income Bulletin

Why It's Different This Time 

20-Feb-2019 

2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.
 

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Global Equity Observer

Not Out of the Woods Yet 

20-Feb-2019 

January brought better news, but beware straying from the high-quality path, warns the International Equity Team’s Bruno Paulson – we’re not out of the woods yet.
 

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Macro Insight

Three Climate Tipping Points Shaping Markets Today  

19-Feb-2019 

Climate change is pushing us to reach political, social and economic “tipping points.” The MSIM GBaR team examines the implications for investors.
 

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Global Multi-Asset Viewpoint

Secular Outlook for Bond Yields: Structurally Higher 

31-Jan-2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".
 

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Global Fixed Income Bulletin

Brave New Year 

22-Jan-2019 

With a turbulent end to 2018, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2019.
 

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Global Equity Observer

Multiples Are Down, Risks Are Not 

15-Jan-2019 

Could falling earnings and a liquidity squeeze prove toxic to asset prices? Where to hide? Asks Morgan Stanley’s International Equity Team.
 

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Sustainability Insight

A Yield Focused ESG Approach 

07-Jan-2019 

Can you incorporate ESG investing into a fixed income portfolio without giving up yield? The Global Fixed Income Team shares why they believe the answer is a resounding yes.
 

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Market Outlook

Applied Equity Advisors January 2019 Commentary  

31-Dec-2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary
 

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Global Fixed Income Insights

2019 Convertibles Outlook: It's All Relative 

28-Dec-2018 

Trying to figure out which asset class could become a break-out performer in 2019? The Convertible Bond Team discusses how convertible bonds can be a valuable portfolio diversification tool, amid higher rates and volatility next year.
 

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GLOBAL EQUITY OBSERVER

In Praise of Tortoises…and Compounders 

17-Dec-2018 

A fast-paced hare may seem the more enticing investment, but if your goals are long-term, then the tortoise is a better fit. Bruno Paulson talks compounders.
 

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Global Fixed Income Insights

Emerging Markets Look Forward to 2019 

17-Dec-2018 

2018 was a challenging year for emerging markets, but the market may be setting up the asset class for a rebound in 2019. The Emerging Markets Debt Team discusses.
 

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Sustainability Insight

ESG Scores: What are they good for? 

17-Dec-2018 

Scoring funds on ESG criteria is common, but is it useful? Bruno Paulson shares his view.
 

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Sustainability Insight

Governance: Without It, All Else Fails 

14-Dec-2018 

The higher the quality of a company, the more important its governance, says William Lock of Morgan Stanley.
 

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Global Fixed Income Bulletin

November's Blues 

14-Dec-2018 

As the weather has cooled, so have the markets. The Global Fixed Income Team shares their outlook for investment opportunities in 2019.
 

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Sustainability Insight

The Value of Engagement: Understanding Management Quality  

13-Dec-2018 

Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.
 

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Macro Insight

2019 Emerging Markets Outlook: After Tech Corrects, What Next? 

13-Dec-2018 

What is in store for emerging markets after the mania for tech passes? The Global Emerging Markets Team shares their perspective.
 

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Global Fixed Income Insights

The Four C's for 2019: Caffeine, Credit, China & Chameleons 

10-Dec-2018 

Will it be a soft, bumpy or hard landing from the highs of 2018? We believe the answer lies with four market challenges: caffeine, credit, china and chameleons.
 

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Investment Insight

2019 Market Outlook - Hedge Funds: Opportunities in Shifting and Volatile Markets 

09-Dec-2018 

As quantitative easing ends, investors should prepare themselves for higher volatility. We believe hedge funds are well positioned to exploit opportunities in a way that other managers simply can’t.
 

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GLOBAL EQUITY OBSERVER

(Trade) War – What is it good for? 

15-Nov-2018 

(Trade) War – what is it good for? The International Equity Team evaluates.
 

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Global Fixed Income Bulletin

An October to Remember 

12-Nov-2018 

October lived up to its infamous reputation for market volatility. What can we expect for the months ahead? The Global Fixed Income Team shares their views.
 

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Global Equity Observer

Seeking Sustainability: Compounding and ESG 

18-Oct-2018 

The International Equity Team explains why an ESG focus is essential for long-term compounding.
 

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Sustainability Insight

Engage - Fall 2018 

12-Oct-2018 

The inaugural edition of Engage, the International Equity Team’s new semi-annual update on their ESG engagement activity.
 

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Global Fixed Income Bulletin

Too Much of a Good Thing? 

10-Oct-2018 

The Global Fixed Income team discusses if too much recent U.S. growth is still good for the global economy.
 

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Macro Insight

Different People: Human Capital Management and Diversity 

30-Sep-2018 

As with any scarce resource, human capital needs to be protected and nurtured. We discuss global trends and how engaging employees, offering flexible work arrangements, providing training and promoting diversity, can attract talent and increase companies’ competitiveness.
 

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Global Fixed Income Insights

The Case for Middle Market High-Yield Investing 

20-Sep-2018 

Richard Lindquist, Head of Global High Yield, discusses how in a world of rising interest rates, he believes middle market high-yield may be the best place to be in the bond market.
 

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Global Fixed Income Insights

When Will the Cycle End? 

19-Sep-2018 

Jim Caron analyses economic cycle indicators and concludes we are closer to the mid-point of the cycle rather than the late point.
 

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Global Fixed Income Bulletin

Is the Stress Systemic or Idiosyncratic? 

17-Sep-2018 

The Global Fixed Income team discusses if the stresses which affected the markets in August were predominantly idiosyncratic or if there are more sinister systemic issues at work.
 

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Global Equity Observer

Another Emerging Markets Wobble? 

17-Sep-2018 

In response to the latest emerging markets wobble, the International Equity Team argues that a focus on the fundamentals is the best way to avoid the destruction of capital.
 

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Macro Insight

The Beginning of a New Era in Fixed Income 

07-Sep-2018 

We’re undergoing a seismic shift in fixed income and portfolio manager Jim Caron, discusses why you should consider if you're prepared for the changing landscape.
 

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Investment Insight

Global Macro - Why Now? 

04-Sep-2018 

Global Macro is an investment style that is highly opportunistic and has the potential to generate strong risk-adjusted returns in challenging markets. Against a backdrop of geopolitical uncertainty and potentially increased volatility, we felt it would be timely to share our insights on the space and explain why we believe now could be an opportune time to make an allocation to Global Macro.
 

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Media Appearance

Trade worries weighing on international markets 

30-Aug-2018 

Andrew Slimmon appeared on CNBC Power Lunch to discuss whether the U.S. or emerging markets are a better bet for investors.
 

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Macro Insight

How We’re Adapting to the Changing Markets 

29-Aug-2018 

Eric Baurmeister, Head of the Emerging Markets Debt Team, discusses the changing state of the emerging markets, opportunities he sees going forward and how his team is built to adapt to these changes.
 

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Global Equity Observer

It’s All About The Earnings – The Long-Term Earnings 

15-Aug-2018 

The one sure fact about the next downturn is that it will be different from the last one. The International Equity Team ask which sectors really are defensive.
 

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Global Fixed Income Bulletin

Awaiting ‘Peak’ Trade Noise 

15-Aug-2018 

The Global Fixed Income team discusses that there comes a time when valuations get stretched too far and how volatility may be poised to pick up.
 

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Macro Insight

Fixed Income: From the Fed to Blockchain 

14-Aug-2018 

As global growth continues, some think we may be in the later stages of the economic cycle. What should fixed income investors be watching in this environment?
 

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Macro Insight

Sand in the Gears  

09-Aug-2018 

Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
 

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Market Outlook

Sand in the Gears 

09-Aug-2018 

Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
 

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Global Equity Observer

The End of the World As We Know It? 

17-Jul-2018 

Market environments always change, sometimes violently. The International Equity Team asks: is this the end of the world as we know it?
 

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Global Fixed Income Insights

The Flattening Yield Curve: We're Not Too Worried 

09-Jul-2018 

The Global Fixed Income Team discusses why the yield curve is flattening and why they are not overly worried about it.
 

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Global Fixed Income Bulletin

A Bumpy Ride 

15-Jun-2018 

The Global Fixed Income team discusses how May was a schizophrenic month for financial markets, with both bouts of "risk on" and "risk off", and how they expect the high volatility to continue.
 

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Macro Insight

The Power of Compounders with William Lock 

27-Sep-2017 

William Lock explains why he believes a company’s intangible assets are integral to achieving sustainably high returns.
 

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Investment Insight

The EDGE: Autonomous Vehicles 

31-Aug-2017 

The Counterpoint Global Team researches autonomous vehicles, which use a suite of sensors, actuators and a central computer to "perceive" the environment and automate the driving process. This technology could change our conception of personal transportation.
 

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