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carons-corner
audio
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Caron's Corner
• 02-Oct-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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consilient-observer
page
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Consilient Observer
• 26-Sep-2023
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Michael Mauboussin, Dan Callahan
The life cycle captures the stages of a company’s existence, from birth to growth to maturation to decline. Knowing where a company is in its life cycle is helpful for assessing capital allocation, financing costs, governance, and valuation. In this report, we use the cash flow statement to place companies in the proper stage. We then show the average characteristics of companies in each stage, their rates of transition between stages, and the past shareholder returns of each transition cohort.
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sustainable-investing
page
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Sustainable Investing
• 20-Sep-2023
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Global Listed Real Assets Team
The recent 2023 Morgan Stanley Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate contemporary issues related to sustainability. Here is a compendium of the key takeaways.
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carons-corner
audio
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Caron's Corner
• 20-Sep-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 20-Sep-2023
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Steven Quattry
Given the challenges of achieving “net zero” through the current global energy mix, nuclear is expected to become a more favored alternative and play a key role in a coordinated global energy transition.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 13-Sep-2023
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Andrew Slimmon
In his September TAKE, Senior Portfolio Manager Andrew Slimmon presents thoughts about what could be ahead for equities as the market heads into the last quarter of the year.
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video
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Insight Video
• 12-Sep-2023
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International Equity
A portfolio of high quality, well managed American companies with something extraordinary – resilience. American Resilience. As strong as you are.
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carons-corner
audio
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Caron's Corner
• 11-Sep-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 07-Sep-2023
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AIP Hedge Fund Team
The MSIM Hedge Fund Team explores the ways in which hedge funds may directly benefit from a higher cash yield environment making them compelling options as sources of returns and diversification.
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market-monitor
page
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Market Monitor
• 07-Sep-2023
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Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
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path
page
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PATH
• 05-Sep-2023
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Andrew Harmstone, Jim Caron
A hawkish Fed appears more concerned with bringing inflation down, than the prospect of recession. With a cooling labour market, slowing conditions, but consumers still appearing resilient, we believe we are taking a hard walk towards a soft landing.
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sustainable-investing
page
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Sustainable Investing
• 01-Sep-2023
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Barbara Calvi, Anuj Gulati
As active asset managers with a focus on long-term value creation and responsible stewardship, effective engagement is a critical part of our investment process and fiduciary obligations.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 01-Sep-2023
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Fixed Income Team
The Broad Markets Fixed Income team explains why they believe we are still close to the end of the rate hiking cycle, but why rates may remain range bound until the data proves otherwise.
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sustainable-investing
page
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Sustainable Investing
• 31-Aug-2023
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Navindu Katugampola
Approximately 50% of global GDP is dependent in some shape or form on nature, but as nature is being depleted we face the loss of an estimated $10 trillion worth of economic reward by 2050. Navindu Katugampola, Global Head of Sustainability at Morgan Stanley Investment Management, spoke with Nik Sekhran, Chief Conservation Officer of the WWF, about the role of investors and asset managers. Read the key takeaways here.
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sustainable-investing
page
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Sustainable Investing
• 31-Aug-2023
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Gwen Le Berre
Parametric’s head of responsible investing, takes part in a panel discussing the US political environment for ESG investing.
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sustainable-investing
page
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Sustainable Investing
• 31-Aug-2023
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Eric Carlson
Eric Carlson, Head of Sustainability and Portfolio Manager, Emerging Markets Equity, discusses energy transition opportunities with India’s largest independent power producer.
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sustainable-investing
page
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Sustainable Investing
• 31-Aug-2023
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Laurel Durkay
Head of Global Listed Real Assets, Laurel Durkay, shares her insights on environmental, social, and governance factors across real estate sectors and geographies at Morgan Stanley’s Sustainable Finance Summit.
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sustainable-investing
page
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Sustainable Investing
• 31-Aug-2023
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Barbara Calvi, Thomas Kamei, Mona Benisi, Marte Borhaug
The ESG lead for our Fixed Income, Counterpoint Global, Real Assets and International Equity teams discuss how they incorporate ESG and sustainability into their work, and what collaboration means to them.
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sustainable-investing
page
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Sustainable Investing
• 31-Aug-2023
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Varun Mehta and Andrew Ford
Greenhouse gas emissions data, especially for Scope 3, isn’t where it needs to be. At Morgan Stanley’s Sustainable Finance Summit, Varun Mehta, Head of Investment Management Sustainability Data & Technology, discussed with his panellists GHG data’s challenges and outlook.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 29-Aug-2023
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Jitania Kandhari, Audrey Muhirwa
While U.S. residential market dynamics are favorable with strong employment and low loan delinquencies, real estate in other developed economies faces vulnerabilities. China’s struggling property market remains a drag on its economy, but in many other emerging economies increased affordability, shifts in global trade and limited supply will create opportunities explains Jitania Kandhari, Head of Macro & Thematic Research, Emerging Markets Equity Team.
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carons-corner
audio
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Caron's Corner
• 28-Aug-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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global-equity-observer
page
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Global Equity Observer
• 28-Aug-2023
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William Lock, Annabel Stanford
While society may be driven by immediate rewards, the International Equity team would argue that patience in investing leads to enduring results and positive long-term investment outcomes.
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carons-corner
audio
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Caron's Corner
• 21-Aug-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 18-Aug-2023
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Vishal Gupta, Ritesh Gupta
Indian retail is not a single, homogeneous market but an array of hundreds of smaller markets with differing local tastes. The Emerging Market Leaders team takes a look at the keys to success.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 14-Aug-2023
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Andrew Slimmon
Responding to questions from those on the front lines, in his August TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts for what could be ahead for the equity markets.
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edge
page
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EDGE
• 09-Aug-2023
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Counterpoint Global
Counterpoint Global looks back across almost two decades of dedicated research on disruption—and the ways it reinforces our long-term mindset, helps us manage risk and reduce errors of omission. Diving into studies of digital advertising, cloud computing and the approaching wave of AI, the team reviews both how we approach disruptive change research and how that research has benefited Counterpoint Global in capitalizing on unique investment opportunities.
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carons-corner
audio
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Caron's Corner
• 07-Aug-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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path
page
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PATH
• 07-Aug-2023
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Andrew Harmstone, Jim Caron
It may very well be the beginning of the end of the hiking cycle, as inflation continues to ease. However, we remain nimble and well-positioned to manage fat tail risks. Read here what it means for our portfolios.
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market-monitor
page
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Market Monitor
• 04-Aug-2023
|
Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 03-Aug-2023
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Steve Quattry
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.
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page
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Insight Article
• 02-Aug-2023
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Laurel Durkay
Data centers have benefitted significantly over the past two decades given the exponential growth in data. The advent of artificial intelligence is set to drive demand even further creating compelling investment opportunities in the REITs market.
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market-monitor
page
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Market Monitor
• 02-Aug-2023
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Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 31-Jul-2023
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Fixed Income Team
U.S. recession risk keeps receding, with many analysts, including the Fed research staff, now saying the highest probability scenario is no recession at all. But, despite this increased optimism, inflation has been behaving well. The Broad Markets Fixed Income team explains why this can be good for financial assets in their monthly outlook.
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global-multi-asset-viewpoint
page
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Global Multi-Asset Viewpoint
• 31-Jul-2023
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Has Japan Finally Exited Deflation?"
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global-equity-observer
page
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Global Equity Observer
• 31-Jul-2023
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Bruno Paulson, Emma Broderick
As artificial intelligence enters its next chapter, the early winners of the “AI gold rush” have been the semiconductor and cloud computing providers. But the surge in generative AI also included two surprises: the speed of consumer adoption and the lack of barriers to entry. While the full impact of AI remains unclear, the International Equity Team continues to invest through its high-quality lens, focusing on further opportunities in cost reduction and value creation, and with an eye on risks.
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sustainable-investing
engagement-report
page
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Engagement Report
• 27-Jul-2023
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Marte Borhaug
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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page
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Insight Article
• 27-Jul-2023
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AIP Hedge Fund Team
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?
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carons-corner
audio
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Caron's Corner
• 26-Jul-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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market-alert
audio
|
Market Alert
• 26-Jul-2023
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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page
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Insight Article
• 26-Jul-2023
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Vikram Raju, Adam Ross
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Adam Ross, Principal on the 1GT Team, define Avoided Emissions, and why they play a crucial role in the path to net-zero.
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consilient-observer
page
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Consilient Observer
• 25-Jul-2023
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Michael Mauboussin, Dan Callahan
We examine the demographics of public companies and their patterns of wealth creation. We focus on the last half century in the U.S. and review the “births” and “deaths” of public companies. We also discuss changes in market composition. Nearly 60 percent of companies have failed to create value, and 2 percent have created 90 percent of the aggregate wealth. This suggests two strategies for portfolio construction: seek broad diversification or aim to own the wealth creators.
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big-picture
page
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The Big Picture
• 25-Jul-2023
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Jitania Kandhari
A closer look at China’s past, present and future, its transition from poverty under Marxist policies to the global powerhouse it is today, and its ongoing attempt to navigate the complex intersection of economic, technological and geopolitical realities to achieve its goals. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explores.
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carons-corner
audio
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Caron's Corner
• 24-Jul-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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audio
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Insight Audio
• 18-Jul-2023
|
Vikram Raju
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Adam Ross, Principal on the 1GT Team, define Avoided Emissions, and why they play a crucial role in the path to net-zero.
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carons-corner
audio
|
Caron's Corner
• 17-Jul-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 14-Jul-2023
|
Fixed Income Team
Crunch time will arrive later in 2023 as the cumulative effects of central bank tightening continue to bite and residual strength from pandemic fiscal policy support wanes if not disappears. Recession risks remain, but in our view, remain overblown.
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page
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Insight Article
• 12-Jul-2023
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Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, joined Nareit's John Worth, Executive Vice President of Research and Investor Outreach, to discuss second quarter 2023 U.S. REIT performance and upcoming trends to help viewers benchmark and analyze exposure. The one-hour webinar was moderated by Mike Consol, Senior Editor of Real Assets Adviser, and hosted by Nareit and Institutional Real Estate, Inc.
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market-monitor
page
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Market Monitor
• 11-Jul-2023
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Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
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market-monitor
page
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Market Monitor
• 11-Jul-2023
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Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
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carons-corner
audio
|
Caron's Corner
• 10-Jul-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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path
page
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PATH
• 06-Jul-2023
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Andrew Harmstone, Jim Caron
Based on a slowing but resilient labour market and a policy stance that is more accommodative than tight relative to inflation, we increasingly expect a soft landing. See how we’re adjusting our tactical positioning in response.
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market-monitor
page
|
Market Monitor
• 06-Jul-2023
|
Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
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page
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Insight Article
• 03-Jul-2023
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Andrew Harmstone, Jim Caron
Now that a 40-year period of declining interest rates has abruptly ended, investors are evaluating alternative means of creating efficient portfolios with more stable returns. Andrew Harmstone and Jim Caron explore.
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global-equity-observer
page
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Global Equity Observer
• 29-Jun-2023
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Marcus Watson and Richard Perrott
In the world of M&A, not all acquirers are equal. The International Equity Team is cautious of M&A, typically a high-risk choice for a company’s capital allocation. But there are companies out there—some of which they own—with a track record of relatively low-risk acquisitions that add meaningfully to shareholder returns. Good acquirers are a rare breed, but there are common characteristics to their strategies that suggest it is a repeatable process.
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carons-corner
audio
|
Caron's Corner
• 26-Jun-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 22-Jun-2023
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Jeff Levin, Mark Jochims
Appetite for opportunities in private debt investing has been on the rise. In this dialogue, members of Morgan Stanley Investment Management’s Private Credit leadership team, Jeff Levin and Mark Jochims, offer their perspective on the market.
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page
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Insight Article
• 20-Jun-2023
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Aaron Sack,
Patrick Whitehead
The middle-market private equity landscape has evolved significantly in the past decade. An increasing number of investors, a larger pool of capital and a fixed supply of top-quality companies have combined to drive up asset values, placing greater importance on the ability to drive true alpha. Aaron Sack and Patrick Whitehead explain.
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video
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Insight Video
• 16-Jun-2023
|
International Equity
Adding resilience to your portfolio means letting the companies you hold work for you. Learn how the International Equity team seeks to identify companies with earnings resilience and why this matters for long-term investors.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 15-Jun-2023
|
Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon presents helpful thoughts for now what happens to equities.
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global-multi-asset-viewpoint
page
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Global Multi-Asset Viewpoint
• 15-Jun-2023
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Five Forces of Secular Inflation"
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 14-Jun-2023
|
Fixed Income Team
Expectations for the month of May were set low for the U.S. economy, but even with all the volatility during the month, the U.S. economy appeared to come out stronger. The Broad Markets Fixed Income team explores.
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carons-corner
audio
|
Caron's Corner
• 12-Jun-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 07-Jun-2023
|
Jarrod Quigley
Secondary markets for hedge funds and private credit can offer compelling returns and important risk mitigation benefits.
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consilient-observer
page
|
Consilient Observer
• 06-Jun-2023
|
Michael Mauboussin, Dan Callahan
This report extends our analysis of the ROICs for public companies in the U.S. and updates the data to cover the years 1990 to 2022. We start by providing the latest ROIC figures, then examine the link between changes in ROICs and total shareholder returns (TSRs), and finish by reviewing elements of competitive strategy as well as persistence of ROIC by sector.
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market-monitor
page
|
Market Monitor
• 06-Jun-2023
|
Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
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carons-corner
audio
|
Caron's Corner
• 05-Jun-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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path
page
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PATH
• 05-Jun-2023
|
Andrew Harmstone, Jim Caron
A debt ceiling deal that is likely to lead to fiscal tightening has long-term risks. However, defensive positioning or "waiting" for a recession can be costly. In such an environment, we believe it is better to be balanced than defensive.
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global-equity-observer
page
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Global Equity Observer
• 31-May-2023
|
Alistair Corden-Lloyd
The resilience to navigate the sorts of global challenges we’ve seen over the last few years requires quality capital allocations. We’ve seen remarkable resilience in our holdings because the companies we look for exhibit deep, wide and well-managed economic moats that protect and grow market share, sustain or improve profitability, and potentially deliver attractive long-term returns. But maintaining those moats requires sustained investment in the unique attributes of the company’s offerings.
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carons-corner
audio
|
Caron's Corner
• 30-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 24-May-2023
|
Paul Psaila, Uday Tharar
Brazil’s president Lula has unveiled ambitious spending plans to appease his supporters, but we believe he will moderate his tone and embrace responsible economic policies to manage the fiscal policy and allow the central bank to start cutting rates.
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carons-corner
audio
|
Caron's Corner
• 22-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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market-alert
audio
|
Market Alert
• 16-May-2023
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 15-May-2023
|
Fixed Income Team
After the woes of March, investors were gifted with a relatively mellow month in April. Yet given continued uncertainty, the Fixed Income Team recommends remaining flexible.
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carons-corner
audio
|
Caron's Corner
• 08-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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global-equity-observer
page
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Global Equity Observer
• 08-May-2023
|
Bruno Paulson
The equity market looks complacent. In the face of continuing wage inflation, pessimistic bond market signals, tightening lending standards, low small business confidence, falling GDP forecasts and weakening consumer expectations—in short, a possible, even probable, U.S. recession—it continues trading on high multiples. This is a concern if you believe the economic reckoning was merely deferred rather than avoided.
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path
page
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PATH
• 05-May-2023
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Andrew Harmstone, Jim Caron
While the risk of a recession in the short term appears to have diminished, the overall effects of central bank tightening have yet to be fully felt. Despite the recent improvement in data, balanced portfolio diversification remains crucial. Read here how we are addressing this.
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video
|
Media Appearance
• 03-May-2023
|
Lauren Hochfelder
Lauren Hochfelder, CEO of Morgan Stanley Real Estate Investing (MSREI) and Head of MSREI Americas, talks commercial real estate outlook, opportunities and lessons learned in this interview for the Commercial Observer.
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carons-corner
audio
|
Caron's Corner
• 03-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 03-May-2023
|
Eric Carlson, Candy Chao
Businesses are pushing for sustainable practices to reduce both environmental risks and operating costs, as they anticipate evolving consumer preferences and potential regulatory changes. The adoption of a circular practice shifts to a mindset of “reduce, reuse and recycle” from the “take-make-waste” model which has created a glut of waste and increasing environmental costs. Eric Carlson and Candy Chao explore.
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market-monitor
page
|
Market Monitor
• 03-May-2023
|
Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
|
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|
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carons-corner
audio
|
Caron's Corner
• 01-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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audio
|
Media Appearance
• 27-Apr-2023
|
Aaron Sack
This conversation covers Head of Morgan Stanley Capital Partners (MSCP) Aaron Sack’s path to Morgan Stanley, his experience investing from a bank-affiliated PE platform, and his team’s investment principles and approach across sourcing, due diligence, deal making, and operational improvements. The discussion closes with notes on the current market dynamics, competitive positioning, and an example MSCP investment.
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carons-corner
audio
|
Caron's Corner
• 24-Apr-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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market-monitor
page
|
Market Monitor
• 19-Apr-2023
|
Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.
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page
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Insight Article
• 18-Apr-2023
|
Pamela Fung
Leverage Morgan Stanley Investment Management’s experience and insight to demystify the private equity opportunity in Asia and opportunities for outperformance.
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consilient-observer
page
|
Consilient Observer
• 18-Apr-2023
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Michael Mauboussin, Dan Callahan
U.S. companies are increasingly paying employees with stock-based compensation (SBC) rather than cash. We begin with data showing overall trends, then turn to the accounting issues, and wrap up by evaluating the strengths and weaknesses of SBC. Ongoing shareholders typically realize more dilution with young companies than with old ones because SBC tends to be more significant, and buybacks less significant, for young companies. Research is equivocal on the benefits commonly cited for SBC.
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carons-corner
audio
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Caron's Corner
• 17-Apr-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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sustainable-investing
calvert
page
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Calvert
• 13-Apr-2023
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Yijia Chen
A new Calvert paper on gender diversity focuses on the economic and social forces behind improvements in the gender composition of the U.S. workforce — as well as international markets — over the past several decades.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 13-Apr-2023
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Andrew Slimmon
In his April TAKE, Senior Portfolio Manager Andrew Slimmon articulates the frustrations of both bulls and bears with regard to today’s equity markets and how Applied Equity Advisors’ portfolios are positioned to capture potential opportunities.
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market-monitor
page
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Market Monitor
• 11-Apr-2023
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Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
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market-monitor
page
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Market Monitor
• 11-Apr-2023
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Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 10-Apr-2023
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Fixed Income Team
While the Fixed Income Team does not believe the events of March are a harbinger of a new financial crisis, it does point to weak links in the economy and increased stresses that are likely to unfold in the months ahead.
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carons-corner
audio
|
Caron's Corner
• 10-Apr-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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advisor-institute
video
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Advisor Institute
• 08-Apr-2023
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David Richman
Discover how this framework can help you have more meaningful conversations.
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advisor-institute
video
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Advisor Institute
• 08-Apr-2023
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David Richman
Build a bridge to referrals with memorable phrases—isms—that clients can repeat in conversations with others.
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advisor-institute
video
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Advisor Institute
• 08-Apr-2023
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David Richman
Grow your business without being perceived as a salesperson.
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audio
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Insight audio
• 08-Apr-2023
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David Richman
Explore 5 steps to better first meetings. Whether virtually or in person, the same fundamentals apply for running purposeful, coordinated and conclusive first meetings.
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audio
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Insight audio
• 08-Apr-2023
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David Richman
Transition the phone from a necessity to a critical ally. Every phone call with a prospective client has the potential to lead to a meeting. We use three sports metaphors to showcase the fundamental skills that can help you convert follow-up phone calls into first meetings.
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audio
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Insight audio
• 08-Apr-2023
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David Richman
Increase the chances you organically pop up in conversation when you are not in the room. Get referrals without asking for them by including memorable phrases in client conversations to help you consistently capture referable moments.
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audio
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Insight audio
• 08-Apr-2023
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