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liquidity-watch Liquidity Liquidity audio
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.

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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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Market Insights  •  28-May-2021

Economic Data Improves, but Central Banks Still See Risks 

Global Liquidity team
While February was a quieter month, Central Banks kept policy unchanged and remain ready to provide further support to global economies. See our discussion of what happened in February and how our portfolios are positioned.

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market-insights Liquidity Liquidity page
Market Insights  •  23-Apr-2021

Central Banks Tolerate Rise in Long-Term Rates 

Global Liquidity Team
Central Banks were more optimistic about the economic recovery, however, policy was left unchanged during the month. See our discussion of what happened in March and how our portfolios are positioned.

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market-insights Liquidity Liquidity page
Market Insights  •  25-Mar-2021

Central Banks Hold the Line on Accommodation 

Global Liquidity Team
While February was a quieter month, Central Banks kept policy unchanged and remain ready to provide further support to global economies. See our discussion of what happened in February and how our portfolios are positioned.

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market-insights Liquidity Liquidity page
Market Insights  •  26-Feb-2021

New Year Begins Where Last Year Left Off 

Global Liquidity Team
Central Banks left policy unchanged to start the year, but remain ready to provide further support to global economies. See our discussion of what happened in January and how our portfolios are positioned.

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2021-outlooks Liquidity Liquidity page
2021 Outlooks  •  27-Jan-2021

The More Rates Stay the Same, the More Things Change… 

Robert Leggett, Jonas Kolk, Brian Buck
The New Year celebration this year took different meaning than usual as many looked to turn a new chapter into 2021 and put the global pandemic-induced struggles of 2020 behind them. Read more about how the money market landscape may look this coming year.

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market-insights Liquidity Liquidity page
Market Insights  •  27-Jan-2021

Rising COVID-19 Cases Prompt Central Banks to Extend Aid 

Global Liquidity Team
Central Banks increased aid to global economies during the month driven by the rising COVID-19 case count, and continue to stand ready to use the tools at their disposal to further stimulate as needed. See our discussion of what happened and how our portfolios are positioned.

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market-insights Liquidity Liquidity page
Market Insights  •  31-Dec-2020

Central Banks Prepare to Confront COVID-19 Second Wave 

Global Liquidity Team
Central Banks became cautious of the increasing COVID-19 case count, but stand ready to use the tools at their disposal to further stimulate global economies as needed. See our discussion of what happened and how our portfolios are positioned.

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Global Fixed Income Bulletin  •  16-Dec-2020

The Heat Is On 

Our Global Fixed Income team believe that vaccine makers, governments, legislators, central banks and citizens can deliver a bright economic future in 2021/22.

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market-pulse audio
Market Pulse  •  14-Dec-2020  •  7:11 Min

A Few Things Still on the Shopping List: Macro and Politics Do Not Take Days Off 

Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-insights Liquidity Liquidity page
Market Insights  •  30-Nov-2020

Central Banks Cautious Amid Rising COVID-19 Cases 

Global Liquidity Team
Central Banks became wary of the rising COVID-19 case count, and stand ready to use the tools at their disposal to further stimulate global economies as needed. See our discussion of what happened and how our portfolios are positioned.

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market-pulse audio
Market Pulse  •  16-Nov-2020  •  6:24 Min

First Look at 2021: Too Much Liquidity Chasing Too Few Assets 

Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Global Fixed Income Bulletin  •  11-Nov-2020

How Big Are the Waves? 

With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.

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Global Fixed Income Bulletin  •  16-Oct-2020

The Devil Is in the Details 

Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.

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liquidity-watch Liquidity Liquidity audio
Liquidity Watch  •  15-Oct-2020  •  5:06 Min

Cash Investment Guide for a Low Interest Rate Environment 

Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, highlights content from the Liquidity Investment Guide, a comprehensive review of liquidity investment options as well as possible portfolio allocation strategies available to our investors. Listen now.

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Liquidity Liquidity page
Market Insights  •  30-Sep-2020

Central Banks Remain on Hold 

Global Liquidity Team
As expected, the Federal Open Market Committee (FOMC) kept the range for the federal funds rate unchanged at the conclusion of its September meeting, while affirming rates will remain unchanged until employment and inflation targets are met.

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sustainable-investing Liquidity Liquidity page
Sustainable Investing  •  28-Sep-2020

Driving Value in Liquidity Through ESG 

Barbara Calvi, Navindu Katugampola
Investors are increasingly looking to incorporate ESG within their entire portfolio, including the liquidity component. We discuss our holistic approach to ESG analysis and how that is integrated into the investment process.

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Liquidity Liquidity page
Market Insights  •  17-Sep-2020

Central Banks Continue to Hold, but Ready to Act 

Global Liquidity Team
Although the Fed did not hold a formal meeting in August, Chairman Powell outlined revisions to its monetary policy strategy at the annual Jackson Hole symposium. See our discussion of what happened in August and how our portfolios are positioned.

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Please be aware that liquidity instruments may be subject to certain additional risks. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall. In a declining interest-rate environment, the portfolio may generate less income.

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