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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 27-Jan-2022
|
Michael Mauboussin, Dan Callahan
Organisms allocate energy between growth and maintenance and repair. They stop growing when maintenance requires all of the energy. Substitute capital for energy and companies appear to follow a similar trajectory. This is important because you can anticipate a company’s growth only if you understand how much capital it spends on growth versus maintenance. Most executives and investors likely underestimate maintenance spending. Steps toward better understanding include a proper assessment of maintenance capital expenditures and a separation of SG&A into investment and maintenance components.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 26-Jan-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 25-Jan-2022
|
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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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 24-Jan-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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2022-outlooks
real-assets
Real Assets
page
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2022 Outlook
• 20-Jan-2022
|
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
active-fundamental-equity
Active Fundamental Equity
video
|
2022 Outlook
• 18-Jan-2022
|
Marte Borhaug
Whether looked at through the lens of economics, health, politics or sustainability, what outcomes might we see in the year ahead? Here more from the Marte Borhaug, Head of Sustainable Outcomes for the International Equity Team.
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2022-outlooks
active-fundamental-equity
Active Fundamental Equity
page
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2022 Outlook
• 18-Jan-2022
|
Marte Borhaug
Companies faced with a changing world and seeking to deliver better sustainable outcomes must explore their surroundings and seek new information for survival. The International Equity team’s Marte Borhurg explores.
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2022-outlooks
page
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2022 Outlook
• 18-Jan-2022
|
John Streur
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
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2022 Outlook
• 18-Jan-2022
|
John Baur, Marshall Stocke
For every country like Turkey, where heterodox policy is cause for concern, Co-Directors of Emerging Markets 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
page
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2022 Outlook
• 18-Jan-2022
|
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 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
solutions-and-multi-asset
Solutions & Multi-Asset
page
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2022 Outlook
• 18-Jan-2022
|
Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2022 Outlook
• 18-Jan-2022
|
Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
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2022-outlooks
page
|
2022 Outlook
• 18-Jan-2022
|
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
page
|
2022 Outlook
• 18-Jan-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 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
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2022 Outlook
• 18-Jan-2022
|
Chris Dyer, Ian Kirwan
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
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2022 Outlook
• 18-Jan-2022
|
Vishal Khanduja
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
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2022 Outlook
• 18-Jan-2022
|
Andrew Szczurowski
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
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2022 Outlook
• 18-Jan-2022
|
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 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
fixed-income
Fixed Income
page
|
2022 Outlook
• 18-Jan-2022
|
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
fixed-income
Fixed Income
video
|
2022 Outlook
• 18-Jan-2022
|
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
active-fundamental-equity
Active Fundamental Equity
page
|
2022 Outlook
• 17-Jan-2022
|
Jitania Kandhari
EM equities are poised for a comeback in 2022 and beyond. Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, Portfolio Manager for Active International Allocation, Head of Macro and Thematic Research for the Emerging Markets Equity team, shares five reasons why.
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2022-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2022 Outlook
• 17-Jan-2022
|
Jitania Kandhari
EM equities are poised for a comeback in 2022 and beyond. Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, Portfolio Manager for Active International Allocation, Head of Macro and Thematic Research for the Emerging Markets Equity team, shares five reasons why.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2022 Outlook
• 17-Jan-2022
|
Andrew Slimmon
Andrew Slimmon looks at the history of post-recessionary environments and concludes that despite a less accommodative Fed, equity returns should be in positive territory again in 2022.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2022 Outlook
• 17-Jan-2022
|
Andrew Slimmon
Andrew Slimmon, Senior Portfolio Manager and Head of the Applied Equity Advisors team for the shares his thoughts on 2022.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-Jan-2022
|
Global Fixed Income Team
How impactful will Omicron be? How much should markets fear the Fed? Will inflation slow? The Global Fixed Income Team examine the prevailing market dynamics.
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2022-outlooks
real-assets
Real Assets
page
|
2022 Outlook
• 14-Jan-2022
|
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
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2022 Outlook
• 13-Jan-2022
|
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
|
The Eaton Vance Value Equity Team makes the case for Value investing in 2022.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 12-Jan-2022
|
Andrew Harmstone, Manfred Hui
As we enter 2022, Omicron continues to spread, amid a hawkish Fed and setbacks to Biden’s Build Back Better bill. That said, we expect equities to continue to outperform fixed income, and provide moderate returns, given the healthy growth outlook.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 10-Jan-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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|
2022-outlooks
fixed-income
Fixed Income
page
|
2022 Outlook
• 05-Jan-2022
|
Global Fixed Income Team
The Global Fixed Income Team shares it views on the credit market in the upcoming year.
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
page
|
Sustainable Investing
• 04-Jan-2022
|
Vikram Raju,
Navindu Katugampola,
Alice Vilma
The importance of sustainability continues to increase in the private markets. Here we examine the factors, such as government legislation and client preferences, that are driving the change and evolution towards better sustainable investing practices.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 30-Dec-2021
|
Alex Gabriele
Blockchain technology not only underpins cryptocurrencies but has the potential to alter existing industry dynamics and encourage cooperation among natural competitors, resulting in greater efficiencies and higher quality. Alex Gabriele of the International Equity team explains.
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edge
active-fundamental-equity
Active Fundamental Equity
page
|
EDGE
• 26-Dec-2021
|
Counterpoint Global
After decades of development in garages and hobby shops, small drones are finally ready to make an impact in the enterprise. We discuss the evolution of enterprise drones and how the technology could disrupt small package delivery and aerial data collection. We also discuss the regulatory and societal challenges facing the enterprise drone industry today and highlight recent progress towards overcoming those challenges.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 22-Dec-2021
|
Andrew Slimmon
In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-Dec-2021
|
Global Fixed Income Team
Uncertainty around Omicron in conjunction with hawkish central banks has upended credit and equity markets. How will this affect the growth/inflation nexus?
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 14-Dec-2021
|
Patrick Reid,
Eban Cucinotta
The AIP Hedge Fund Solutions team examines the advantages of using certain alternative risk premia (ARP) to fill the role of bonds in a diversified portfolio without the need to take long-duration risk in a market environment that will likely see increased inflation and tighter Fed monetary policy in the near future.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 13-Dec-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 10-Dec-2021
|
Andrew Harmstone, Manfred Hui
Markets fell sharply in response to Omicron in November, and the rising uncertainty about how much the Fed may taper suggests maintaining a cautious risk exposure. See how we are responding to rates, shipping disruptions, energy prices and more.
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|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 06-Dec-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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|
|
|
active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• 06-Dec-2021
|
Bruno Paulson
The International Equity Team’s Bruno Paulson discusses how the team positions its global portfolios to achieve concentrated exposure to long-term compounders, no matter macroeconomic conditions.
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|
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 29-Nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 24-Nov-2021
|
Nathan Wong
Something unusual is underfoot: company profit warnings caused by a lack of supply, rather than an unexpected drop in demand. In this environment pricing power is vital to profit margin, as the International Equity team explains.
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|
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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 22-Nov-2021
|
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.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• 15-Nov-2021
|
Global Fixed Income Team
With U.S. inflation accelerating to its highest rate in a decade, the U.S. Investment Grade Research Team provides a detailed snapshot on the effects the surrounding uncertainty is having on fixed income sectors.
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|
|
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 15-Nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-Nov-2021
|
Global Fixed Income Team
While policy normalization has begun, learn why we believe major central banks will likely take a more leisurely approach to policy adjustments than the market expects and why we feel it will be a ‘long and winding road’ to tighter monetary policy.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 10-Nov-2021
|
Andrew Harmstone, Manfred Hui
As markets recovered in October and market volatility fell, we increased equity exposure while keeping an eye on rising energy prices, central bank tapering and China property risks. Read more on why we think market winds may be changing.
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|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 08-Nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 08-Nov-2021
|
Andrew Slimmon
In his November TAKE, Andrew Slimmon details why it’s entirely logical the S&P 500 has done so well this year. And the market is following one of the most simplistic rules of investing.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
|
Sustainable Investing
• 03-Nov-2021
|
Bruno Paulson
Bruno Paulson discusses how the increase in sustainable investing regulations is impacting corporations and investment managers.
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|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 03-Nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 01-Nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 31-Oct-2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Evergrande: What If The Cavalry Never Comes?"
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|
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
page
|
Sustainable Investing
• 27-Oct-2021
|
Vikram Raju
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
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|
|
active-fundamental-equity
Active Fundamental Equity
video
|
INSIGHT VIDEO
• 26-Oct-2021
|
International Equity Team
In 60 seconds learn about the carbon-light global equity portfolio that is resilient through volatility, aligns with your priorities, and is managed by portfolio managers with the access to engage directly with companies.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainable Investing
• 26-Oct-2021
|
Vladimir Demine, Candida de Sliva
In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?
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|
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 25-Oct-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 25-Oct-2021
|
Bruno Paulson
Against a relatively positive macroeconomic outlook, there is the potential for significant cost pressures over the next decade, where pricing power will be the key for quality companies to protect margins. The International Equity team explores.
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|
|
sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• 25-Oct-2021
|
Vladimir Demine
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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|
|
|
sustainable-investing
msim-institute
page
|
MSIM Institute
• 21-Oct-2021
|
John Streur,
Emily Chew,
Navindu Katugampola
Investor-useful ESG research and the availability of comparable, timely and transparent sustainability data is becoming increasingly important in a space that is fast growing, where definitions continue to be somewhat flexible or not yet defined by regulators.
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|
|
msim-institute
fixed-income
Fixed Income
page
|
MSIM Institute
• 20-Oct-2021
|
Jack Cimarosa
Yields are at all-time lows, but relative value opportunities remain on an idiosyncratic and subsector basis, such as in select areas of high yield, collateralized loan obligations and local-currency emerging markets debt.
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msim-institute
active-fundamental-equity
Active Fundamental Equity
page
|
MSIM Institute
• 19-Oct-2021
|
Leon Sun,
Chin Chou,
Samantha Schoen
China’s government is trying to tackle many important issues that are vexing countries around the world. For the next five years, we see the government seeking to achieve so-called high-quality growth instead of just high growth of the economy.
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|
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 18-Oct-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-Oct-2021
|
Global Fixed Income Team
With inflationary pressures stronger and central banks less dovish, we expect government bond yields to drift higher as we move towards tighter monetary policy.
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|
|
|
sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• 13-Oct-2021
|
Barbara Calvi
In its inaugural Engagement Report, the Global Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 08-Oct-2021
|
Andrew Harmstone, Manfred Hui
Winter is coming and growth is slowing – but still healthy. With equity valuations high, we have reduced risk as we see limited upside and fragile, risk-off sentiment. At the same time, we are seeking opportunities to take advantage of any excessive weakness.
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|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 06-Oct-2021
|
Michael Mauboussin, Dan Callahan
Accounting has not kept pace with the changing economics of businesses, which has created a huge gap between what companies report in their financial statements and what an investor needs to understand a business. To better categorize activities, we suggest making adjustments within the statement of cash flows pertaining to stock-based compensation, leases, and intangible investments. We believe these adjustments substantially improve the description of a business. We share a case study of Amazon for 2020 to make the concepts more concrete.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• 05-Oct-2021
|
Andrew Harmstone, Li Zhang, Christian Goldsmith
Given the increasingly disruptive force of climate events, achieving net-zero carbon emission promises to be one of the themes driving investment markets over the coming decades. We analyse responses, risks and opportunities by country and sector.
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page
|
Insight Article
• 05-Oct-2021
|
Seema Hingorani
Morgan Stanley Investment Management’s Seema Hingorani was recently presented with France’s highest honor for her work in the diversity and inclusion space. This article discusses her endeavor to address the gender gap in asset management and the critical importance of diversity.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 04-Oct-2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What Is The Bond Market Thinking?"
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 04-Oct-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 30-Sep-2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Why the U.S. Housing Boom Can Continue"
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• 29-Sep-2021
|
Bruno Paulson
Bruno Paulson discusses what he believes may be the long-term impact of the pandemic.
|
|
|
|
sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
|
Convergence
• 29-Sep-2021
|
Counterpoint Global
Sustainability Research at Counterpoint Global has produced a method to systematically measure the potential cost of carbon emissions as well as the financial impact of a carbon tax. Our framework allows us to translate these costs into estimates of stock returns. We believe that measuring the cost of carbon emissions allows us to better understand the environmental risks for the companies in our portfolio as well as for those we do not own. We also seek to help our clients benefit from the many opportunities that a low-emissions world could create.
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|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 27-Sep-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 22-Sep-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 20-Sep-2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 15-Sep-2021
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Global Fixed Income Team
With investors debating when economic growth, Covid and inflation will peak, it may be useful to focus on what we know with certainty rather than sentiment.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 14-Sep-2021
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Laura Bottega
The summer of fire and floods has highlighted the compounding effect of global warming, presenting companies with an array of risks and opportunities. Laura Bottega explains how these ESG factors help shape our portfolios.
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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 14-Sep-2021
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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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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 13-Sep-2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• 10-Sep-2021
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Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 08-Sep-2021
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Andrew Harmstone, Manfred Hui
The US Federal Reserve appears to be excessively dovish, in light of a strong and growing economy. See why in our view, high valuations, increasing global regulatory risks and the possibility that the Fed is making a policy mistake, are signalling caution.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 08-Sep-2021
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Michael Mauboussin, Dan Callahan
This report examines the barriers to change for organizations. We use sports as the prime example but then apply the lessons to investment management. Organizations can be slow to adopt certain approaches even when they add value due to loss aversion, a preference for the status quo, and the fear of poor outcomes in the short run. Organizations may overcome these challenges by aligning behind a commitment to improvement, learning, transparency, and accountability. Good long-term results require developing and executing strategies that add value.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 07-Sep-2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Global Multi-Asset Viewpoint
• 31-Aug-2021
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Outlook – One Year Later"
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 30-Aug-2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 23-Aug-2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 23-Aug-2021
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William Lock
This May, the International Equity team celebrated the publication of our 50th Global Equity Observer (GEO) – our monthly series of investment insights through the lens of our high quality investment approach. We are delighted to share with you this selection of articles from our GEO series.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 19-Aug-2021
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Global Fixed Income Team
Looking at the performance of U.S. Treasuries (and other developed government bond markets), one could be forgiven if one believed the economy was sinking. Other financial asset prices are sending a message that all is well. What gives? The Global Fixed Income Team explores.
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market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Market Pulse
• 16-Aug-2021
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Andrew Harmstone,
Manfred Hui
There are two keys to managing a multi-asset portfolio successfully: One, a manager must be truly active, and two, they must manage to a volatility target, not a benchmark. The Global Balanced Risk Control team discusses.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 13-Aug-2021
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William Lock,
Alistair Corden-Lloyd
In a world of daily financial chatter, it’s easy to get distracted from what drives the core of long-term returns; the power of compounding. William Lock and Alistair Corden-Lloyd explain.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• 10-Aug-2021
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Ruchir Sharma
India needs to keep in mind is that its economy is still relatively unfree, and so more than ever it should buck the global trend of more regulation and bigger government. Ruchir Sharma, Chief Global Strategist, explains.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 09-Aug-2021
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Kenneth Michlitsch
As fintech alternative lending grew into a new asset class, investors wondered how these loans might perform in an economic downturn. We've now seen their fundamental resilience.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 05-Aug-2021
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Andrew Harmstone, Manfred Hui
As the US 10-year Treasury yield continues to move down, to many this appears counter-intuitive. We look at factors, which are likely contributing and what could reverse the direction.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 03-Aug-2021
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Michael Mauboussin, Dan Callahan
We suggest the mantra “everything is a DCF model.” Whenever investors value a stake in a cash-generating asset, they should recognize they are using a discounted cash flow (DCF) model. The topic deserves attention because many market participants don’t think DCF models are relevant, and many use heuristics for value without recognizing the purpose and limitations of the shorthands. The intrinsic value, determined by the present value of future cash flows, attracts the price like a magnetic force. This means it is useful for investors to keep in mind the value drivers of a discounted cash flow model.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 02-Aug-2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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private-credit-and-equity
Private Credit & Equity
page
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Investment Focus
• 31-Jul-2021
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AIP Private Markets Team
The AIP Private Markets team explains their framework for selecting companeis and constructing a portfolio that seeks to withstand changes in the economic cycle.
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private-credit-and-equity
Private Credit & Equity
page
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Insight Article
• 31-Jul-2021
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AIP Private Markets Team
The AIP Private Markets Secondaries team explores possible solutions to check or reverse the upward trend in duration and allay investors' concerns about increasing their allocation to private equity.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 29-Jul-2021
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Patrick Reid, Eban Cucinotta, Brian McGrath
Relying on benchmarks to evaluate your hedge funds’ performance can be misleading. We recommend incorporating complementary monitoring tools.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 26-Jul-2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 23-Jul-2021
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Bruno Paulson
The International Equity team argues that the case for quality compounders remains largely unchanged in the “Brave New World” of reflation and inflation. Bruno Paulson discusses.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• 20-Jul-2021
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Ruchir Sharma
As worry spreads about the rise and fall of market bubbles, questions are asked about whether these price moves count as “bubbles,” poised to pop. Ruchir Sharma, Chief Global Strategist, looks at history for the answer.
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sustainable-investing
real-assets
Real Assets
page
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Sustainable Investing
• 19-Jul-2021
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Mona Benisi
A new framework for assessing climate risk data may help real estate investors evaluate risks.
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