market-pulse
FixedIncome
Fixed Income
audio
Market Pulse
• 25-Jan-2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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2021-outlooks
video
2021 Outlooks
• 21-Jan-2021
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The development of COVID-19 vaccines has offered hope. However, even once the world returns to something like “normal”, we believe the legacy of the pandemic is the acceleration of three existing trends.
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market-pulse
FixedIncome
Fixed Income
audio
Market Pulse
• 19-Jan-2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-pulse
FixedIncome
Fixed Income
audio
Market Pulse
• 11-Jan-2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-pulse
FixedIncome
Fixed Income
audio
Market Pulse
• 11-Jan-2021
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Global Fixed Income Team
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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2021-outlooks
FixedIncome
Fixed Income
page
2021 Outlooks
• 04-Jan-2021
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Eric Baurmeister, Warren Mar, Sahil Tandon
Conditions for EMD outperformance in 2021 appear to be in place. A global backdrop of steady, extended monetary accommodation, prospects of a large-scale deployment of COVID-19 vaccines, and expectations of fiscal stimulus in the U.S. should boost the growth-sensitive segments of the asset class.
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market-pulse
FixedIncome
Fixed Income
audio
Market Pulse
• 04-Jan-2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-insights
Liquidity
Liquidity
page
Market Insights
• 31-Dec-2020
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Global Liquidity Team
Central Banks became cautious of the increasing COVID-19 case count, but stand ready to use the tools at their disposal to further stimulate global economies as needed. See our discussion of what happened and how our portfolios are positioned.
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global-fixed-income-bulletin market-pulse
FixedIncome
Fixed Income
page
Global Fixed Income Bulletin
• 16-Dec-2020
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Global Fixed Income Team
Our Global Fixed Income team believe that vaccine makers, governments, legislators, central banks and citizens can deliver a bright economic future in 2021/22.
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market-pulse
FixedIncome
Fixed Income
audio
Market Pulse
• 14-Dec-2020
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-insights
Liquidity
Liquidity
page
Market Insights
• 30-Nov-2020
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Global Liquidity Team
Central Banks became wary of the rising COVID-19 case count, and stand ready to use the tools at their disposal to further stimulate global economies as needed. See our discussion of what happened and how our portfolios are positioned.
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market-pulse
FixedIncome
Fixed Income
audio
Market Pulse
• 16-Nov-2020
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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global-fixed-income-bulletin market-pulse
FixedIncome
Fixed Income
page
Global Fixed Income Bulletin
• 11-Nov-2020
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Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.
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global-fixed-income-bulletin market-pulse
FixedIncome
Fixed Income
page
Global Fixed Income Bulletin
• 16-Oct-2020
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Global Fixed Income Team
Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.
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liquidity-watch
Liquidity
Liquidity
audio
Liquidity Watch
• 15-Oct-2020
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, highlights content from the Liquidity Investment Guide, a comprehensive review of liquidity investment options as well as possible portfolio allocation strategies available to our investors. Listen now.
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Liquidity
Liquidity
page
Market Insights
• 30-Sep-2020
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Global Liquidity Team
As expected, the Federal Open Market Committee (FOMC) kept the range for the federal funds rate unchanged at the conclusion of its September meeting, while affirming rates will remain unchanged until employment and inflation targets are met.
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Liquidity
Liquidity
page
Market Insights
• 17-Sep-2020
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Global Liquidity Team
Although the Fed did not hold a formal meeting in August, Chairman Powell outlined revisions to its monetary policy strategy at the annual Jackson Hole symposium. See our discussion of what happened in August and how our portfolios are positioned.
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sustainable-investing
page
Sustainable Investing
• 26-May-2020
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Morgan Stanley’s second Sustainable Signals survey of institutional asset owners provides key insights on current trends in sustainable investing.
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Liquidity
Liquidity
page
Market Insights
• 28-Apr-2020
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Global Liquidity Team
Central banks acted expeditiously to stave off economic impacts from COVID-19. A discussion of what actions were taken and how our portfolios are positioned.
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Liquidity
Liquidity
page
Market Insights
• 31-Dec-2019
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Global Liquidity Team
As expected, the Federal Open Market Committee (FOMC) kept the range for the federal funds rate unchanged at 1.50%-1.75% during its December meeting.
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sustainable-investing
page
Sustainable Investing
• 14-Jan-2019
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The IM Sustainability Council drives IM’s global effort by promoting an overall framework for integrating ESG and ESG standards into IM’s investment processes, product development, measurement, education, client engagement and reporting.
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