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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 29-Sep-2022
|
Eric Carlson, Jitania Kandhari, Eduardo Wisbrun
The Achilles heel of Brazil is its fiscal situation. Once past this inflation cycle, Brazil’s economy should grow based on private sector investment, thriving agricultural and commodity sectors and a credible central bank. But restoring the fiscal anchor will be the primary economic challenge for the upcoming administration.
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global-equity-observer
page
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Global Equity Observer
• 27-Sep-2022
|
Bruno Paulson,
Laura Bottega
As earnings resilience and pricing power become ever-more significant in a world of rising rates, inflation, regulation and the energy crisis, the International Equity Team explains why they believe their active approach is more important than ever.
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carons-corner
audio
|
Caron's Corner
• 26-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, 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
• 22-Sep-2022
|
Global Fixed Income Team
August ended the summer flirtation with bull market dreams. After strong recoveries in July, bond markets turned down once again in August, generating large negative returns. Yields, spreads, and equities have not (at least yet) returned to their June nadir.
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inflation
market-pulse
page
|
Market Pulse
• 21-Sep-2022
|
Jim Caron
Inflation could reverse a downward course based on changes in supply chains or labor shortages, keeping it higher than target levels, and for longer than expected, explains Jim Caron, Portfolio Manager and Chief Fixed Income Strategist.
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carons-corner
audio
|
Caron's Corner
• 21-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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carons-corner
audio
|
Caron's Corner
• 19-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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consilient-observer
page
|
Consilient Observer
• 15-Sep-2022
|
Michael Mauboussin, Dan Callahan
We examine whether a study of market share and related concepts can help us determine if a company has a sustainable competitive advantage. This takes us on a journey that includes life cycles, market share, concentration, markups, intangibles, and "superstars". We study the link between some of these variables and return on investment and provide some analytical tools along the way. We finish with some case studies to see how these ideas apply to a handful of industries.
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inflation
carons-corner
audio
|
Caron's Corner
• 12-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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inflation
path
page
|
PATH
• 08-Sep-2022
|
Andrew Harmstone, Manfred Hui
The conundrum faced by central banks continues as they seek to control inflation, at the risk of pushing economies into recession. The Global Balanced Risk Control team discuss the investment implications and tactical allocations to navigate this complex environment.
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market-alert
audio
|
Market Alert
• 07-Sep-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
audio
|
Caron's Corner
• 06-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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inflation
video
|
Inflation
• 01-Sep-2022
|
Jitania Kandhari
What are the key investment trends as 2022 continues to unfold amid geopolitical tensions, rising inflation and slowing global growth?
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inflation
carons-corner
audio
|
Caron's Corner
• 29-Aug-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 25-Aug-2022
|
Global Fixed Income Team
After a horrendous June, bond and credit markets reversed course dramatically in July, generating exceptionally strong performance while also being the first positive return month of the year! The Fixed Income team shares its thoughts.
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takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 24-Aug-2022
|
Andrew Slimmon
The epic battle between bulls and bears has raged throughout 2022. In his August TAKE, senior portfolio manager Andrew Slimmon makes the case that Mr. Market may be showing signs of optimism while Wall Street strategists remain overwhelmingly pessimistic.
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global-equity-observer
page
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Global Equity Observer
• 22-Aug-2022
|
Vladimir Demine, Candida de Silva
Proxy voting is both a privilege and a responsibility. With increased attention paid to it by company boards and management, Vladimir Demine discusses the role proxy voting can play in enhancing long-term investment returns, and the challenges to effective voting that remain.
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page
|
The Big Picture
• 22-Aug-2022
|
Jitania Kandhari
"China’s spectacular economic growth has remade the geopolitical landscape and created tensions with the U.S. But the country’s internal and external challenges will limit Beijing’s ambitions. Investors will be on the edge," explains Jitania Kandhari, Head of Macro and Thematic Research for Emerging Markets Equity Team.
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path
page
|
PATH
• 09-Aug-2022
|
Andrew Harmstone, Manfred Hui
Evidence suggest that the recent strength in developed markets may just be a bear market rally with further downside potentially on the way. Here is how the GBaR team think about investment allocation to reflect the outlook.
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page
|
Resilience
• 08-Aug-2022
|
Eric Stampfel
Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.
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carons-corner
audio
|
Caron's Corner
• 08-Aug-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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page
|
Insight Article
• 04-Aug-2022
|
⠀
We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.
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tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 02-Aug-2022
|
Jitania Kandhari,
Amay Hattangadi
In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.
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page
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Insight Article
• 01-Aug-2022
|
Victoria Li, Alana FitzGerald, Jim Caron, Richard Ford, Joseph Mehlman
Despite macro uncertainties, global capital spending continues to surge after a period of short-lived contraction in 2020, powering the post-pandemic economic recovery. The Investment Grade Credit team explains how this might impact market sectors.
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carons-corner
audio
|
Caron's Corner
• 01-Aug-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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sustainable-investing
page
|
Sustainable Investing
• 31-Jul-2022
|
Navindu Katugampola, Jessica Alsford, Vikram Raju, Chris Ortega
What are the prospects and pitfalls facing energy transition at this critical time for the global energy industry? Morgan Stanley sustainability experts highlight five key considerations.
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sustainable-investing
page
|
Sustainable Investing
• 31-Jul-2022
|
Navindu Katugampola, Jessica Alsford, Vikram Raju, Chris Ortega
What are the prospects and pitfalls facing energy transition at this critical time for the global energy industry? Morgan Stanley sustainability experts discuss.
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market-alert
audio
|
Market Alert
• 29-Jul-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
audio
|
Caron's Corner
• 27-Jul-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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edge
page
|
EDGE
• 27-Jul-2022
|
Counterpoint Global
Psychedelics have the potential to fundamentally reshape how we think about and treat not only mental illness but a host of other conditions as well. Counterpoint Global investigates how psychedelic therapy works, the potential wide-spread impact of this innovative treatment, and the roadblocks to medical adoption.
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global-equity-observer
page
|
Global Equity Observer
• 26-Jul-2022
|
Bruno Paulson
After the worst start to a year in more than 50 years, the market’s earnings look distinctly vulnerable, given their current elevated level and the probable economic slowdown. In this uncertain macroenvironment, the International Equity Team discusses how to keep a portfolio robust.
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carons-corner
audio
|
Caron's Corner
• 25-Jul-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 22-Jul-2022
|
Global Fixed Income Team
Financial market performance in June and year to date cannot be characterized as anything but historic; unfortunately, historically bad! The Fixed Income team shares its thoughts.
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page
|
Insight Article
• 22-Jul-2022
|
Morgan Stanley Next Level
As part of its ongoing commitment to advance racial and economic equity, Morgan Stanley’s new Next Level Fund invests in early-stage technology companies with women and diverse members on the founding teams.
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consilient-observer
page
|
Consilient Observer
• 20-Jul-2022
|
Michael Mauboussin, Dan Callahan
Investors must look past simple measures of profits to understand a business’s true ability to create value. The rise of intangibles means more investments are expensed versus capitalized, which makes financial statements appear distorted versus those of the past. Academics distinguish between GAAP losers, companies that have losses but a high return on investment, and real losers, or those that have expenses unrelated to investment that exceed sales. Evidence from recent decades shows GAAP losers produced attractive shareholder returns relative to the real losers and profitable companies.
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inflation
carons-corner
audio
|
Caron's Corner
• 18-Jul-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
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|
|
sustainable-investing
page
|
Sustainable Investing
• 14-Jul-2022
|
John Streur
In this article, Calvert explains its support for the SEC's proposal that companies disclose their carbon emissions in order to facilitate market function and to speed the transition to a cleaner energy system.
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sustainable-investing
convergence
page
|
Convergence
• 12-Jul-2022
|
Counterpoint Global
Blockchain technologies have unique capabilities that can enable an interoperable marketplace for voluntary carbon offsets – solving a number of issues with the existing market, such as significant variance in underlying quality of offsets – and thus have an opportunity to play a role in decarbonizing the global economy.
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|
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|
inflation
carons-corner
audio
|
Caron's Corner
• 11-Jul-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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page
|
Insight Article
• 07-Jul-2022
|
Christopher Morser
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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video
|
Insight Video
• 06-Jul-2022
|
Steve Sun
Why should the digital services transformation theme be on investors’ radar now? Steve Sun, Emerging Markets Leaders Strategy Client Portfolio Manager, opines.
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inflation
path
page
|
PATH
• 06-Jul-2022
|
Andrew Harmstone, Manfred Hui
As inflation remains high, central banks may seek further tightening while growth weakens. The Global Balanced Risk Control team share their thoughts on an optimal asset allocation to weather through the turbulent times.
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page
|
Insight Article
• 06-Jul-2022
|
Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.
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|
carons-corner
audio
|
Caron's Corner
• 05-Jul-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.
|
|
|
|
page
|
Insight Article
• 30-Jun-2022
|
⠀
We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.
|
|
|
|
page
|
Insight Article
• 29-Jun-2022
|
Laurel Durkay
The MSIM Global Listed Real Assets Team offers education on what REITs are, the case for REITs, and why you should consider REITs now in this timely article.
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inflation
global-equity-observer
page
|
Global Equity Observer
• 28-Jun-2022
|
Bruno Paulson,
Laura Bottega
If you’ve noticed your rolls of paper towels getting slimmer, and beverage cans getting smaller, you may be experiencing Shrinkflation. The International Equity team explores the role inflation plays, and why now is a good time to own compounders.
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carons-corner
audio
|
Caron's Corner
• 27-Jun-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.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 23-Jun-2022
|
Najmul Hasnain
Saudi Arabia is in the midst of an ambitious and transformative program of social and economic reforms designed to wean the economy off its dependence on the oil sector. Najmul Hasnain, Head of the Saudi Arabia Equity Team, explores.
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inflation
market-pulse
page
|
Market Pulse
• 23-Jun-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his views on inflation.
|
|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 21-Jun-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.
|
|
|
|
inflation
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 21-Jun-2022
|
Global Fixed Income Team
Markets continue to be buffeted by high levels of volatility driven by shifting fears of recession and inflation. This roller coaster of a month resulted in very diverse financial market performance. The Global Fixed Income team shares its thoughts.
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market-alert
audio
|
Market Alert
• 21-Jun-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.
|
|
|
|
sustainable-investing
calvert
page
|
Calvert
• 15-Jun-2022
|
John Streur
In this article, Calvert explains why it sees Tesla as a company working to strengthen ESG practices and achieving incremental yet notable progress. However, the company must be more strategic in managing its human capital and proactive in addressing diversity, equity and inclusion issues; and we expect it to engage with investors and other stakeholders to do so.
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|
consilient-observer
page
|
Consilient Observer
• 15-Jun-2022
|
Michael Mauboussin, Dan Callahan
Burgeoning industries often follow the same developmental pattern as a child’s brain, with an overproduction of options followed by a pruning of those that are not useful. This appears wasteful but is in fact an elegant solution. We discuss this pattern for companies, describe why investors should care, and offer some current examples of where this pattern of entry and exit is playing out.
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takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 08-Jun-2022
|
Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his June TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.
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|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 06-Jun-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.
|
|
|
|
sustainable-investing
engagement-report
page
|
Engagement Report
• 06-Jun-2022
|
Marte Borhaug
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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path
page
|
PATH
• 06-Jun-2022
|
Andrew Harmstone, Manfred Hui
Despite a difficult economic climate, we see some opportunities arising, particularly in the fixed income space.
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|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 02-Jun-2022
|
Jorge Chirino,
Steven Quattry
Climate concerns and geopolitical events will revive policy makers support for nuclear power: a safe, reliable and carbon-free source of energy. Steven Quattry, Candy Chao and Jorge Chirinos of the Emerging Markets Equity team explain.
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|
carons-corner
audio
|
Caron's Corner
• 31-May-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.
|
|
|
|
inflation
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 30-May-2022
|
Global Fixed Income Team
While many problems in the world can be blamed on the Russian/Ukrainian situation, it is not the primary driver anymore. The reason for the carnage in April: inflation, inflation, inflation! The Global Fixed Income team shares its thoughts.
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|
|
|
market-alert
audio
|
Market Alert
• 25-May-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.
|
|
|
|
page
|
Insight Article
• 25-May-2022
|
Jarrod Quigley
Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.
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|
|
|
sustainable-investing
page
|
Sustainable Investing
• 24-May-2022
|
Andrew Harmstone, Li Zhang, Kian Masters, Christian Goldsmith
The Global Balanced Risk Control team discusses the potential social consequences of pervasive data mining and whether this may turn into a headwind for the “Big Tech”.
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global-equity-observer
page
|
Global Equity Observer
• 18-May-2022
|
Helena Miles
Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.
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sustainable-investing
video
|
Sustainable Investing
• 17-May-2022
|
Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.
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|
|
|
carons-corner
audio
|
Caron's Corner
• 16-May-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.
|
|
|
|
sustainable-investing
calvert
page
|
Calvert
• 13-May-2022
|
John Streur
While progress among public companies has been made to increase representation of women, the power dynamic has remained largely unchanged at the top. The paper explains why companies are missing out on the benefits of true gender diversity with this status quo.
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page
|
Insight Article
• 12-May-2022
|
Seema Hingorani, Marte Borhaug, Yijia Chen
Morgan Stanley Investment Management female leaders discuss gender diversity in the corporate world - its vital role, the progress remaining, and how an engaged investor can advance a gender equality agenda.
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|
|
consilient-observer
page
|
Consilient Observer
• 10-May-2022
|
Michael Mauboussin, Dan Callahan
The goal of capital allocation is to put resources to their best use to create long-term value per share for ongoing shareholders. The first major part of capital allocation is investing in the business. The second is transacting with mispriced securities, which introduces the potential for wealth transfers between stakeholders. Astute investors appropriately focus on a management's ability to make investments in the business, but they should also pay attention to management actions with regard to buying and selling the company’s stock.
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|
|
|
carons-corner
audio
|
Caron's Corner
• 09-May-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.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 03-May-2022
|
Andrew Slimmon
In his May TAKE, senior portfolio manager Andrew Slimmon explains why his thesis on 2022 remains consistent since his initial January outlook webcast. 2022 will be a battleground year between positive and negative influences. He expects the negatives to overwhelm in the first part of the year allowing an attractive entry point to capture more of the positives later in the year.
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|
|
|
carons-corner
audio
|
Caron's Corner
• 02-May-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.
|
|
|
|
path
page
|
PATH
• 02-May-2022
|
Andrew Harmstone, Manfred Hui
As monetary policy tightens, we share our thoughts on the investment implications and discuss tactical positioning.
|
|
|
|
sustainable-investing
convergence
page
|
Convergence
• 30-Apr-2022
|
Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.
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|
|
|
inflation
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 27-Apr-2022
|
Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector Fixed Income Team
March was another brutal month for financial markets, capping one of the worst quarters since the 1980s. Indeed, it did not take long for markets to realize the inflationary/stagflationary implications of the war and resulting sanctions on Russia. The Global Fixed Income team shares its thoughts.
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|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 25-Apr-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.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 25-Apr-2022
|
Bruno Paulson, Marte Borhaug, Alistair Corden-Llyod
Across the globe, stakeholders – including the International Equity Team – are pushing companies for greater transparency and accountability on Diversity, Equity & Inclusion. The team discusses.
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|
|
|
sustainable-investing
calvert
page
|
Calvert
• 20-Apr-2022
|
Edward Kamonjoh
This paper focuses quantifying impact-how companies affect society and the environment through their employees, customers and products-through ESG metrics.
|
|
|
|
sustainable-investing
page
|
Tales From the Emerging World
• 20-Apr-2022
|
Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.
|
|
|
|
inflation
page
|
Inflation
• 19-Apr-2022
|
Morgan Stanley Real Estate Investing
The global economic environment remains highly uncertain due to the war in Ukraine, many parts of the world facing record levels of inflation, rising interest rates and ongoing COVID challenges. MSREI believes that the shifting and more volatile macro environment will support attractive investment opportunities for discerning investors.
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|
|
|
carons-corner
audio
|
Caron's Corner
• 18-Apr-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.
|
|
|
|
page
|
Emerging Markets Leaders Focus
• 15-Apr-2022
|
Vishal Gupta, Arun Kapoor, Steve Sun
In this inaugural edition of the Emerging Markets Leaders Focus the team looks at the outsourcing of Digital IT Services as a structural thematic that should be on investor’s radar.
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page
|
Insight Article
• 13-Apr-2022
|
Patrick Reid
With public markets broadly expected to deliver lower investment returns, it is no surprise that interest in alternatives continues to grow. In this piece, we look at the shifting dynamics within the private markets space and discuss some of the potentially attractive investment opportunities investors should be aware of.
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|
|
sustainable-investing
engagement-report
page
|
Engagement Report
• 12-Apr-2022
|
Emerging Markets Equity Team
EM Equity team report how they actively advocated for sustainable corporate policies during 2021 and share their ESG engagement priorities for 2022.
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|
|
consilient-observer
page
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Consilient Observer
• 12-Apr-2022
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Michael Mauboussin, Dan Callahan
The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inconsequential for others. Overall, we estimate that earnings for the S&P 500 would be about 10 percent higher with these changes. This suggests great caution in comparing earnings or valuation multiples over time.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 07-Apr-2022
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Jitania Kandhari,
Amay Hattangadi
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.
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carons-corner
audio
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Caron's Corner
• 04-Apr-2022
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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
audio
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Market Alert
• 01-Apr-2022
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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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inflation
path
page
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PATH
• 01-Apr-2022
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Andrew Harmstone, Manfred Hui
While this year’s sell-off appears to be driven by sentiment rather than earnings, both the war in Ukraine and China’s renewed lockdowns put further upside pressure on inflation and downward pressure on growth. The risk is markets take another leg down.
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carons-corner
audio
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Caron's Corner
• 28-Mar-2022
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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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page
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Insight Article
• 24-Mar-2022
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Kenneth Michlitsch
Ken Michlitsch, AIP Alternative Lending Group Portfolio Manager, interviews Upstart CEO David Girouard about the increasingly important role machine learning plays in the consumer lending process.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 23-Mar-2022
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Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector Fixed Income Team
Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine. The Global Fixed Income team shares its thoughts.
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global-equity-observer
page
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Global Equity Observer
• 21-Mar-2022
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Bruno Paulson
In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes sense. Bruno Paulson discusses.
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carons-corner
audio
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Caron's Corner
• 21-Mar-2022
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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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consilient-observer
page
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Consilient Observer
• 16-Mar-2022
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Michael Mauboussin, Dan Callahan
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