Insights

Chairman Powell announced that the Fed will start accelerating its reduction of monthly bond purchases in December while global central banks start to implement their post-COVID monetary policies. See our discussion of what happened in December and how our portfolios are positioned.

Liquidity Watch

European Money Market Reform Update

10-Aug-2021

Michael Cha, Senior Portfolio Manager Morgan Stanley Global Liquidity, provides an update on the state of play around European Money Market Fund Reform. Listen now.

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Caron's Corner • 27-Jun-2022 • 10:13 Min
Is the Market Pricing a Recession For the Next 12 Months? Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 21-Jun-2022 • 9:46 Min
The Fed’s 2 - 2.5% Inflation Target May Be a Floor, not a Ceiling Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 06-Jun-2022 • 14:11 Min
The Fed Is Failing to Control Wage Inflation and QT Is Nothing to Fear – What Happens Next? Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 31-May-2022 • 12:10 Min
The Turning Point - or a Bear Market Rally? Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Insight Article • 13-Apr-2022
An Evolving Private Markets Landscape 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.

2022 Outlook • 04-Feb-2022
The Times They Are A-Changin' Robert Leggett, Jonas Kolk, Brian Buck The inevitability of change is constant with central bank monetary policy, global money market reform, and technological advances expected to drive changes in 2022. See our views to learn more about how the money market landscape may look this coming year.

Market Insights • 25-Jan-2022
Fed Speeds Up Tapering, While BoE Increases Rates Global Liquidity Team Chairman Powell announced that the Fed will start accelerating its reduction of monthly bond purchases in December while global central banks start to implement their post-COVID monetary policies. See our discussion of what happened in December and how our portfolios are positioned.

Market Insights • 20-Dec-2021
Fed Begins Tapering While BoE Defers Rate Hike Global Liquidity Team Chairman Powell announced that the Fed will start reducing its monthly bond purchases in November while global central banks discuss their post-COVID monetary policies. See our discussion of what happened in November and how our portfolios are positioned.

Market Insights • 30-Nov-2021
Taper Time Global Liquidity Team Chairman Powell announced that the Fed will start reducing its monthly bond purchases in November while global central banks discuss their post-COVID monetary policies. See our discussion of what happened in November and how our portfolios are positioned.

Market Insights • 25-Oct-2021
Taper Talk Global Liquidity Team Global central banks have started discussing their post-COVID monetary policy as Chairman Powell signaled that the Fed may start reducing its monthly bond purchases before the end of 2021. See our discussion of what happened in September and how our portfolios are positioned.

Market Insights • 30-Sep-2021
Central Banks Tighten Their Messaging Global Liquidity team Global central banks have started outlining their post-COVID monetary policy, including Fed Chairman Powell’s announcement that the Fed may start reducing its monthly bond purchases before the end of 2021. See our discussion of how our portfolios are positioned in light of this messaging.

Market Insights • 31-Aug-2021
Central Banks Await More Substantial Economic Progress Global Liquidity team Central Banks remain ready to provide further support to global economies if economic conditions change. However, Central Banks began to discuss potential post-COVID monetary policy. See our discussion of what happened in July and how our portfolios are positioned.

Liquidity Watch • 10-Aug-2021 • 8:16 Min
European Money Market Reform Update Michael Cha Michael Cha, Senior Portfolio Manager Morgan Stanley Global Liquidity, provides an update on the state of play around European Money Market Fund Reform. Listen now.

Market Insights • 28-Jun-2021
Will Inflation Surprises Prompt Policy Shifts? Global Liquidity team While May was a quieter month, Central Banks noted stronger than expected inflation data. Will Central Banks start to shift policy? See our discussion of what happened in May and how our portfolios are positioned.

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