2022-outlooks page
2022 Outlook  •  23-Feb-2022

Déjà vu in 2022 for the Securitized Market 

Gregory Finck, Erin K. Glenn
The Securitized Team believes three factors will drive securitized market performance in 2022.

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2022-outlooks page
2022 Outlook  •  08-Feb-2022

2022 Global Multi-Asset Team Outlook: A Review of the Key Macroeconomic Issues and Investment Themes in 2022 

Cyril Moulle-Berteaux, Sergei Parmenov
Key Macro Issues: COVID-19 Becomes Endemic; Economy Transitions to Stagflation; Regime Shift to Higher Inflation; The End of Free Money and China Exceptionalism. Key Investment Themes: Speculative Mania Bursts; Value Bull Market Continues; The Rise of the Rest (of the World); Commodities Beat Stocks and Bonds.

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2022-outlooks page
2022 Outlook  •  20-Jan-2022

Top Trends for Real Estate and REITs in 2022 and Beyond 

Laurel Durkay
The Global Listed Real Assets Team sees favorable macroeconomics and secular tailwinds favoring global real estate and REITs in 2022.

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2022-outlooks video
2022 Outlook  •  18-Jan-2022

Auf der Suche nach Verbesserungen - Video 

Marte Borhaug
Unternehmen, die mit einer sich verändernden Welt konfrontiert sind und bessere nachhaltige Ergebnisse anstreben, müssen ihr Umfeld evaluieren und neue Informationen einholen, um zu überleben. Eine Analyse von Marte Borhaug vom International Equity Team.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

Auf der Suche nach höheren Unternehmensergebnissen 

Marte Borhaug
Unternehmen, die mit einer sich verändernden Welt konfrontiert sind und bessere nachhaltige Ergebnisse anstreben, müssen ihr Umfeld evaluieren und neue Informationen einholen, um zu überleben. Eine Analyse von Marte Borhug vom International Equity Team.

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2022-outlooks video
2022 Outlook  •  18-Jan-2022  •  2:13 Min

Emerging Markets  

Marshall Stocker
According to Co-Director of Emerging Markets Marshall Stocker at Eaton Vance Management, markets have largely priced in the risks facing emerging markets debt, and valuations look much more compelling — allowing our diverse and global investment team to capitalize upon many unique and differentiated country opportunities.

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2022-outlooks video
2022 Outlook  •  18-Jan-2022  •  1:53 Min

High Yield  

Jeff Mueller
Compared to other asset classes, high yield has proven resilient — even during bouts of volatility in recent years, says Co-Director of High Yield Jeff Mueller at Eaton Vance Management, and he anticipates further resilience in 2022 as long as the global economic recovery continues.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

Forging Opportunities in a Changing High Yield Market 

Jeff Mueller, Steve Concannon
As demand from U.S. and global institutional investors provides potential support following episodes of weakness, Co-Directors of High Yield at Eaton Vance Management, Jeff Mueller and Steve Concannon discuss potential buying opportunities available to long-term oriented investors. For more, please read their full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

Unearthing opportunities in an altered landscape 

John Baur, Marshall Stocker
For every country like Turkey, where heterodox policy is cause for concern, Co-Directors of Emerging Markets at Eaton Vance Management, Marshall Stocker and John Baur highlight the lesser known and overlooked EM success stories. For more, please read their full 2022 outlook.

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2022-outlooks calvert page
2022 Outlook  •  18-Jan-2022

Carbon Risk, Human Capital Management to Impact Security Prices in 2022 

John Streur, Calvert
Calvert Research and Management CEO John Streur expects actions by regulators, corporations and investors to increase the importance placed on ESG factors in investment decisions across global capital markets in 2022. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

Erholung geprägt von steigenden Zinsen 

Andrew Harmstone
Arbeitsmarkt- und Inflationsdynamik ebnet den Weg für eine straffere Geldpolitik der Fed. Das Global Balanced Risk Control Team diskutiert Risiken und Chancen und beschreibt seine aktuellen taktischen Einschätzungen.

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2022-outlooks video
2022 Outlook  •  18-Jan-2022

Erholung geprägt von steigenden Zinsen - Video 

Andrew Harmstone
Die Arbeitsmarkt- und Inflationsdynamik ebnet den Weg zu einer härteren Geldpolitik durch die Fed. Das Global Balanced Risk Control Team erörtert, wo es Risiken und Chancen erkennt, sowie seine neuesten taktischen Einschätzungen.

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2022-outlooks video
2022 Outlook  •  18-Jan-2022  •  1:50 Min

Municipal Bonds and Taxes 

Nisha Patel
While it will be hard to surpass the performance of municipal bonds in 2021, Director of Portfolio Management at Parametric, Nisha Patel sees 2022 as another year when investors could benefit from professional management for relative value trading, tax loss harvesting and credit oversight.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

As Municipal Bonds Remain an Attractive Diversifier, Counteract Absolute Low Rates with Active Management 

Nisha Patel
Director of Portfolio Management Nisha Patel believes the fragmented nature of the municipal bond market and the heavy influence of retail investors may result in inefficiencies that may be exploited to achieve additional return through active management and relative value trading. For more, please read her full 2022 outlook.

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2022-outlooks video
2022 Outlook  •  18-Jan-2022  •  1:52 Min

Floating-Rate-Loans 

Ralph Hinckley
Portfolio Manager Ralph Hinckley believes credit fundamentals are sound, and inflationary environments tend to signal higher interest rates, which tend to benefit loans. After a strong run in 2021, loan returns in 2022 are likely to come from current income, in his view.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

2022 Global Equity Outlook Favors Quality Stocks, Non-U.S. Markets 

Chris Dyer, Ian Kirwan
Eaton Vance Management's Director of Global Equity Chris Dyer expects potentially solid economic growth across developed economies in 2022, albeit at a slower pace than the recovery‐driven levels seen in 2021. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

Loans take center stage as inflation threat grows for 2022 

Ralph Hinckley, Andrew Sveen
In a year when concerns over  tightened monetary policy rising rates and inflation periodically wracked the markets, Co-Director of Bank Loans at Eaton Vance Management, explains why the asset class outperformed in 2021 and why he believes loans deserve consideration  for helping conserve  fixed‐income portfolios in rising rate environments. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

Flexibility Will Be Key for U.S. Multisector Income 

Vishal Khanduja, Eaton Vance Management
Director of Investment Grade Fixed Income Portfolio Management and Trading Vishal Khanduja expects inflation to moderate from the most recent spike in 2021 as global supply disruptions and durable goods demand may continue to ease. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

A Changing Rate Environment in 2022 Could Benefit Active MBS Investors 

Andrew Szczurowski, Eaton Vance Management
Director of Mortgage-Backed Securities Andrew Scczurowski believes that agency MBS investors could potentially outperform in a rising rate environment by moving up in coupon. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

Stay Active to Capitalize on Municipal Bond Opportunities 

Cynthia Clemson, Craig Brandon
In the face of expected increases in tax rates and likely rate hikes from the U.S. Federal Reserve, Co-Directors of Municipal Investments at Eaton Vance Management, Cindy Clemson and Craig Brandon believe that municipal bonds should remain an important and diversified component of a suitable investor’s portfolio. For more, please read their full 2022 outlook.

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2022-outlooks video
2022 Outlook  •  18-Jan-2022

No Market Consensus Widens the Opportunity Set - Video 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income team shares his thoughts on 2022.

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2022-outlooks page
2022 Outlook  •  18-Jan-2022

Fehlender Marktkonsens eröffnet viele Chancen 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Incomed team, sees great potential for active – and selective – investors building fixed income portfolios in the upcoming year

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2022-outlooks calvert video
2022 Outlook  •  18-Jan-2022

2022 Outlook: Responsible Investing - Video 

John Streur
As we build the necessary capital market infrastructure to fully price ESG issues into security valuation, which we view as vital to supporting shareholder value, Calvert Research and Management CEO John Streur shares his outlook for 2022.

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2022-outlooks page
2022 Outlook  •  17-Jan-2022

Neue Chancen in den wandlungsfähigen Schwellenländern 

Jitania Kandhari
Schwellenländeraktien stehen 2022 und darüber hinaus vor einem Comeback. Jitania Kandhari, Deputy CIO der Solutions and Multi-Asset Group, Portfoliomanagerin für Active International Allocation und Leiterin des Macro and Thematic Researchs vom Emerging Markets Equity Team, nennt fünf Gründe dafür.

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2022-outlooks video
2022 Outlook  •  17-Jan-2022

Neue Chancen in den wandlungsfähigen Schwellenländern - Video 

Jitania Kandhari
Schwellenländeraktien stehen 2022 und darüber hinaus vor einem Comeback. Jitania Kandhari, Deputy CIO der Solutions and Multi-Asset Group, Portfoliomanagerin für Active International Allocation und Leiterin des Macro and Thematic Researchs vom Emerging Markets Equity Team, nennt fünf Gründe dafür.

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2022-outlooks video
2022 Outlook  •  17-Jan-2022

Die wichtigen Lektionen der Vergangenheit - Video 

Andrew Slimmon
Andrew Slimmon, Senior Portfolio Manager und Leiter des Applied Equity Advisors Teams, teilt seine Gedanken zum Jahr 2022.

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2022-outlooks page
2022 Outlook  •  17-Jan-2022

Die wichtigen Lektionen der Vergangenheit 

Andrew Slimmon
Andrew Slimmon betrachtet die Geschichte post-rezessiver Phasen und kommt zu dem Schluss, dass die Aktienrenditen trotz einer weniger expansiven Haltung der Fed im Jahr 2022 wieder im positiven Bereich liegen sollten.

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2022-outlooks page
2022 Outlook  •  14-Jan-2022

2022 Global Real Estate Outlook Late-Cycle Investing Philosophy Comes Early 

Morgan Stanley Real Estate Investing
2021 swift economic recovery has propelled the global economy to the mid-phase of a typical economic cycle. With GDP growth expected to moderate, and monetary policy to tighten, Morgan Stanley Real Estate Investing examine what the new phase may mean for the asset class.

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2022-outlooks page
2022 Outlook  •  13-Jan-2022

Hedge Funds in 2022: Changing With Changing Risk 

Mark van der Zwan
Our AIP Hedge Fund Solutions team examines the changing nature of risk that we can expect to see in 2022. Rising volatility and performance dispersion creates an opportunity for hedge fund managers in the new year.

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2022-outlooks page
2022 Outlook  •  12-Jan-2022

Seizing Opportunity With Value Equity in 2022 

The Eaton Vance Value Equity Team makes the case for Value investing in 2022.

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2022-outlooks page
2022 Outlook  •  05-Jan-2022

Corporate Performance to Support Credit Spreads  

Global Fixed Income Team
The Global Fixed Income Team shares it views on the credit market in the upcoming year.

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