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carons-corner audio
Caron's Corner  •  27-Mar-2023  •  07:02 Min

Old Risks Create New Challenges 

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  •  23-Mar-2023

Untangling Supply Chain Linkages 

Jitania Kandhari, Saumya Jain
Post-pandemic, untangling global supply chains through reshoring, friend-shoring and nearshoring has created opportunities for emerging markets like India, Vietnam, Thailand, Indonesia and Mexico. Jitania Kandhari and Saumya Jain of the Emerging Markets Equity Team explain.

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Global Equity Observer  •  23-Mar-2023

Diagnostics: The Workhorse of Improving Health Outcomes 

Helena Miles
What constitutes a valuable health care intervention? The International Equity Team believes that wider use of diagnostic testing and early screening can significantly improve patient outcomes and help optimize health care expenditure. For investors, diagnostics companies offer high returns on operating capital employed, underpinned by barriers to entry, recurring revenues and nondiscretionary end-market demand.

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Caron's Corner  •  22-Mar-2023  •  12:09 Min

Fed Recap: The Fed Separates Monetary Policy from Financial Stability  

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  •  22-Mar-2023

Confidence 

Michael Mauboussin, Dan Callahan
Probability and confidence are distinct concepts, and we believe it is useful for investors to separate them. For example, the price of two potential investments may present the same discount to expected value, but confidence in the probabilities for one may exceed those of the other. That nuance may be relevant for determining the appropriate weighting of securities or evaluating diversification.

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Insight Article  •  22-Mar-2023

The Merits of Hedge Fund Co-Investments 

Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.

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Caron's Corner  •  20-Mar-2023  •  7:06 Min

An Inconvenient Trinity: Financial Stability, Policy and Politics 

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 engagement-report page
Engagement Report  •  16-Mar-2023

Emerging Markets Annual Stewardship Report 2023 

Emerging Markets Equity Team
Learn how the EM Equity team actively advocated for sustainable corporate policies during 2022 and what their ESG stewardship priorities are for 2023.

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Insight Article  •  16-Mar-2023

Deconstructing the Denominator Effect 

Portfolio Solutions Group
Our Portfolio Solutions Group analyzes the key factors that impacted the "denominator effect" in 2022's market downturn.

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Insight Article  •  15-Mar-2023

Private Markets Asset Allocation Framework 

Portfolio Solutions Group
Our Portfolio Solutions Group introduces their proprietary Private Markets Asset Allocation Framework (PMAAF) designed to help investors think about how to allocate their dry powder.

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Caron's Corner  •  13-Mar-2023  •  7:37 Min

Another Fine Mess: A Date with Lending Facilities and a Policy Mistake 

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  •  12-Mar-2023

The facts changed, so the market changed its mind 

Global Fixed Income Team
After a very optimistic January, markets changed their view on the economic outlook in February. In recent market terms, the economic soft landing morphed into a no landing scenario. The Fixed Income team explores.

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Insight Article  •  08-Mar-2023

The Case for Stable Risk-Adjusted Returns: Why Now? 

Andrew Harmstone, Jim Caron
The traditional 60% equity / 40% bond portfolio will not work well when asset returns are highly correlated. Employing a balanced and active management approach to achieve more stable risk-adjusted returns may prove superior and the overriding goal of the Global Balanced Risk Control Strategy.

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Caron's Corner  •  06-Mar-2023  •  7:06 Min

Finding a New Risk Balance When 60/40 is No Longer Optimal 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, looks at the risks associated with the traditional 60/40 portfolio.

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Takeaways & Key Expectations  •  06-Mar-2023

Equity Market Commentary - March 2023 

Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon provides 7 reasons behind the equity rally, plus Applied Equity Advisors’ portfolio positioning to try to capture the opportunities.

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Market Monitor  •  03-Mar-2023

Monthly Market Monitor – March 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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PATH  •  03-Mar-2023

Good news, yet markets miss the point 

Andrew Harmstone, Jim Caron
Strong jobs and inflation prints have led markets to expect a hawkish Fed in the short term, but a closer look at high-frequency jobs data suggests cooling. This labour rebalancing could change the inflation narrative and lead to a rally.

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Global Equity Observer  •  01-Mar-2023

Welcome to the Multi-Stage Life 

Emma Broderick, Jinny Hyun
Which companies are well placed to capitalize on the long-term behavioral and lifestyle changes that a multi-stage life might bring about? The International Equity Team discusses.

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Global Multi-Asset Viewpoint  •  01-Mar-2023

2023 Global Multi-Asset Team Outlook 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "2023 Global Multi-Asset Team Outlook"

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Media Appearance  •  28-Feb-2023  •  39:39 Min

Morgan Stanley Capital Partners’ Patrick Whitehead on BDO Private Equity PErspectives: Playing Offense in a Volatile Market  

Patrick Whitehead
Patrick Whitehead and Katie Lankalis with LLR Partners joined host Todd Kinney, National Relationship Director at BDO's private equity practice, to discuss value creation strategies and how to drive growth in a volatile market environment, how restrictive financing conditions could impact private equity returns and how the deal landscape could shape up in 2023.

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Caron's Corner  •  27-Feb-2023  •  11:53 Min

Is All News Really Bad News? What May Happen Next in Markets 

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  •  27-Feb-2023

ESG Update 

Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual update on ESG engagement activity.

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Takeaways & Key Expectations  •  22-Feb-2023

Equity Market Commentary - February 2023 

Andrew Slimmon
In his second February TAKE, Senior Portfolio Manager Andrew Slimmon offers up where he sees potential Fat Pitches the equity markets are offering, along with how his portfolios are positioned to try to capture the opportunities.

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Global Fixed Income Bulletin  •  17-Feb-2023

Let the Good Times Roll! But for How Long? 

Global Fixed Income Team
After yields rose dramatically in December, bond markets made a U-turn and fell dramatically in January. Markets do not simply change direction this abruptly without a reason, and in this case, there were many.. The Fixed Income Team explains.

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Takeaways & Key Expectations  •  17-Feb-2023

Equity Market Commentary - February 2023 

Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon marks to market his early January four glaring signals that equity investors were way too bearish. Find out where he thinks we are today.

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consilient-observer page
Consilient Observer  •  15-Feb-2023

Cost of Capital 

Michael Mauboussin, Dan Callahan
This is a guide to estimating the cost of capital, a measure of both expected return and the discount rate. For example, investors discount future free cash flows at the cost of capital to come up with a present value. Our goal is to find a figure that reflects opportunity cost sensibly, is economically sound, and gives the investor and businessperson a practical solution. We recommend settling on a reasonable cost of capital and then allocating the bulk of time thinking about future cash flows.

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Insight Article  •  14-Feb-2023

How Hedge Funds Can Improve Portfolio Diversification 

Eban Cucinotta, Jarrod Quigley, Robert Rafter, Ping Chen
Over the past several years, investors piled into sectors like Equity Hedge and Event Driven, which fared poorly in 2022, and historically have been highly correlated with equities. However, our analysis shows that many hedge fund sectors benefit from volatility and higher interest rates and we believe they are likely to be good diversifiers for traditional portfolios in today's environment.

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Caron's Corner  •  13-Feb-2023  •  09:49 Min

From Too Tight to Too Easy. What’s Next for Asset Prices?  

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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Insight Article  •  08-Feb-2023

Going Long on Talent 

Seema Hingorani
Now more than ever, asset managers are acknowledging the critical role that talent retention plays in building long-term success. In this piece, Seema Hingorani, Managing Director and Strategic Client and Talent Engagement Lead, explores the talent-retention challenges and opportunities that exist in the industry today, while also examining the specific steps that can be taken to nurture diverse talent, while promoting a more diverse and inclusive workplace.

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Media Appearance  •  07-Feb-2023

Morgan Stanley’s Lauren Hochfelder On the Firm’s Globally Local Investing 

Lauren Hochfelder
MSREI Co-CEO, Lauren Hochfelder, sat down with Commercial Observer to discuss her career, what she's seeing, and how US commercial real estate is viewed today from a global investment standpoint.

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market-monitor page
Market Monitor  •  06-Feb-2023

Monthly Market Monitor – February 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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Caron's Corner  •  06-Feb-2023  •  14:07 Min

The Soft-Landing Super Bowl: Here’s Our Playbook 

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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Media Appearance  •  03-Feb-2023

Morgan Stanley Capital Partners recognized by Inc. as a Top 50 Founder-Friendly Private Equity Firm  

Morgan Stanley Capital Partners
Inc.'s annual list of founder-friendly private equity firms shines a light on firms that have had success supporting founder-led companies.

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big-picture page
The Big Picture  •  02-Feb-2023

Key Themes for 2023 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, AIA, outlines her Key Themes for 2023.

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PATH  •  02-Feb-2023

Window of Opportunity 

Andrew Harmstone, Jim Caron
The market drivers for the first half of 2023 appear to be reversing course from last year—lower inflation, falling rates, US dollar stabilising or even weakening and China reopening. This positive backdrop opens a window of opportunity, allowing us to take advantage by increasing risk exposure. See how we’re responding in our tactical allocation.

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PATH  •  02-Feb-2023

Window of Opportunity - MS INVF GBaR Fund 

Andrew Harmstone, Jim Caron
The market drivers for the first half of 2023 appear to be reversing course from last year—lower inflation, falling rates, US dollar stabilising or even weakening and China reopening. This positive backdrop opens a window of opportunity, allowing us to increase risk exposure to take advantage. See how we reflect this in the allocation of our GBaR Fund.

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Insight Video  •  01-Feb-2023

Anil Agarwal: Opportunities in Asia 

Anil Agarwal
Anil Agarwal, investor of the Global Opportunity team, gave an update on the team’s portfolio allocation and investment view considering the current complex and rapidly changing environment in the emerging markets in Asia.

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Caron's Corner  •  01-Feb-2023  •  8:08 Min

Fed Recap: The Song Remains the Same, but the End Is Near 

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 page
Sustainable Investing  •  31-Jan-2023

Key Fixed Income ESG Considerations for 2023 

Barbara Calvi
While the Fixed Income team expects macro headwinds will continue to have an impact in 2023, a rebounding sustainable bond market can continue feeding opportunities for fixed income investors.

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Global Fixed Income Bulletin  •  31-Jan-2023

European Short Duration: An asset class for an uncertain world 

Broad Markets Fixed Income Team
The prospect of less hawkish central bank policy should be supportive for short duration assets in 2023, according to the Broad Markets Fixed Income Team. They explore in this new whitepaper.

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Caron's Corner  •  30-Jan-2023  •  13:13 Min

This Week’s Fed Meeting: What Words will Move Markets? 

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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Insight Article  •  26-Jan-2023

Private Equity Climate Investing, the Year Ahead 

Vikram Raju
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, discusses key trends in carbon impact for 2023 and beyond. limited partners can access the attractive return profile offered by the space.

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global-equity-observer page
Global Equity Observer  •  26-Jan-2023

The Multiple's Gone. Are Earnings Next? 

Bruno Paulson
Despite an anticipated recession, forward earnings estimates remain remarkably healthy. But, asks Bruno Paulson, is earnings pain on the way?

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sustainable-investing page
Sustainable Investing  •  25-Jan-2023

Push and Pull Factors Drive the Evolution of Sustainable Investing in Private Markets 

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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Insight Article  •  25-Jan-2023

Listed Infrastructure has Potential for Resilient Earnings, Strong Cash Flow 

Matthew King
The MSIM Global Listed Real Assets Team explores how even in the likelihood of economic downturn in 2023, listed infrastructure is expected to have resilient earnings, strong cash flow, and unimpacted capital programs.

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Caron's Corner  •  23-Jan-2023  •  13:51 Min

The Arrival of Long and Variable Lags: How We’re Investing 

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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Caron's Corner  •  17-Jan-2023  •  13:37 Min

"Risk-on" Is a Misunderstood Risk that Needs To Be Hedged 

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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Insight Article  •  12-Jan-2023

ESG, Lending Recovery, and Data Growth Have Potential to Fuel REITs 

Laurel Durkay
The MSIM Global Listed Real Assets Team explores how a possible recovery in the credit market during 2023 can fuel M&A activity and favorable REIT returns.

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Caron's Corner  •  09-Jan-2023  •  11:56 Min

2023 Will Feel Worse on Main Street than Wall Street 

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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Insight Article  •  09-Jan-2023

Rebalancing Acts 

Andrew Harmstone, Jim Caron
The Global Balanced Risk Control team discuss the three key trends they foresee for 2023 and the investment implications.

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Insight Video  •  06-Jan-2023

2023: Rebalancing in a Year of Transition - Video 

Jim Caron
Jim Caron, co-chief investment officer of the Global Balanced Risk Control team, shares his views on markets and discusses portfolio positioning.

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Takeaways & Key Expectations  •  06-Jan-2023

Equity Market Commentary - January 2023 

Andrew Slimmon
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.

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PATH  •  05-Jan-2023

Transitional year for energy markets 

Andrew Harmstone, Manfred Hui
We expect a transitional year for energy, with higher oil and gas prices leading to some market rebalancing after disruptions last year. These energy dynamics are key to the inflation story, which in turn is likely to determine asset performance in 2023.

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Global Fixed Income Bulletin  •  31-Dec-2022

2022: Good-Bye, Farewell, Amen! 

Global Fixed Income Team
From a bond market perspective, 2023 starts in a stronger, more secure place. Yields are materially higher and spreads wider, suggesting much better 2023 performance. The Fixed Income Team explains.

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global-equity-observer page
Global Equity Observer  •  23-Dec-2022

When Money Isn't Free 

Anton Kryachok
As higher interest rates make it harder to engineer growth through debt, we think the relative value of businesses that can grow organically should only go up. Learn how our companies are better placed to use their balance sheet resilience to enhance their competitive positions, increase the sustainability of return on operating capital employed (ROOCE) and drive steady, predictable growth.

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big-picture page
The Big Picture  •  21-Dec-2022

Emerging Markets: Stepping Into the Spotlight 

Jitania Kandhari
After lagging the developed economies for more than a decade, emerging markets are in a much stronger position to outperform developed countries in the decade ahead. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explains.

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Insight Article  •  20-Dec-2022

Hybrid/Opportunistic Funds Offer Risk-Adjusted Returns 

David Frechette, Patrick Reid
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.

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Caron's Corner  •  19-Dec-2022  •  12:33 Min

Red Light, Green Light, Yellow Light: Risks and Fat-Tails in 2023. 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  15-Dec-2022

An Early Holiday Present 

Global Fixed Income Team
Whether or not November's bond rally can continue will be determined by data. In the interim, the Fixed Income Team thinks investors should enjoy the early holiday present.

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2023 Outlooks  •  14-Dec-2022

2023 Investment Outlook 

Morgan Stanley Investment Management
In our 2023 outlook, our macro strategists and investment managers across equity, fixed income and alternative asset classes share their diverse views on key themes, where they think markets are headed after a turbulent year, and how they are positioning their respective strategies.

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Caron's Corner  •  14-Dec-2022  •  11:29 Min

Fed Recap: No Country for Old Doves, Just Hawks, No Chickens 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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consilient-observer page
Consilient Observer  •  14-Dec-2022

Capital Allocation 

Michael Mauboussin, Dan Callahan
Capital allocation is a key job of management, but not all know how to allocate effectively. In this report, we establish the foundation by reviewing the sources and uses of capital and then show how U.S. companies have allocated capital since 1985. Next, we review the alternatives in detail, including intangible investments, and offer a guide for thinking about the prospects for value creation. We finish with a framework for assessing a company’s capital allocation skills.

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sustainable-investing page
Sustainable Investing  •  12-Dec-2022

Fixed Income 2022 Engagement Report 

Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues. 

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Engagement Report  •  12-Dec-2022

Engage Autumn 2022 

International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

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Caron's Corner  •  12-Dec-2022  •  9:56 Min

The Important Differences Between Market Pricing and Fed Expectations 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  08-Dec-2022

The REIT Opportunity Today 

Laurel Durkay
The MSIM Global Listed Real Assets Team explores why real estate values in the public markets have suffered year to date and why the value of REITs should be more stable and create significant opportunities in the coming year.

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Caron's Corner  •  05-Dec-2022  •  9:52 Min

Bucking the 2023 Consensus Expectations. But When? 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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PATH  •  05-Dec-2022

Relative developed market labour resilience, despite slower growth 

Andrew Harmstone, Manfred Hui
The U.S. labour market post-Covid imbalance appears to be starting to normalise. In contrast, Europe’s labour market appears tighter, with wage growth increasing the risk of persistent core inflation. We discuss these dynamics and what they mean for growth and positioning.

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Insight Article  •  30-Nov-2022

Insights Blog: Five Findings from COP27 with Vikram Raju 

Vikram Raju
In this piece Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses five key findings from the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change ("UNFCC COP27" or "COP27").

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Takeaways & Key Expectations  •  30-Nov-2022

Equity Market Commentary - November 2022 

Andrew Slimmon
In his Novermber TAKE, Senior Portfolio Manager Andrew Slimmon looks ahead to 2023.

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Global Equity Observer  •  29-Nov-2022

The Power of Premium Pricing over Private Label 

Nic Sochovsky, Alistair Corden-Lloyd
In the current climate of rising prices and a global squeeze on the cost of living, do big brands face the risk of consumers “trading down”? The International Equity Team discusses why price perception matters, and the power of cues to influence decision making.

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Caron's Corner  •  28-Nov-2022  •  9:13 Min

Assets Are Rallying, but Is the Market Getting It Wrong? 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Tales From the Emerging World  •  22-Nov-2022

Mining for a Greener Future 

Eric Carlson, Candy Chao
Mining companies have had a terrible environmental reputation in the past, but recent efforts show how the industry can implement sustainable initiatives. Investors are now focusing on companies that have practical decarbonization pathways to help lower emissions over the next three to five years. Eric Carlson and Candy Chao explore.

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Global Fixed Income Bulletin  •  17-Nov-2022

Dazed and Confused 

Global Fixed Income Team
Bond markets were a bit more orderly in October than the mayhem experienced in September. That said, markets were still mixed, and investors could be excused for feeling a bit dazed and confused with regards to volatility, dispersion of returns, illiquidity, central bank policies and deciphering how to determine value.

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Caron's Corner  •  14-Nov-2022  •  16:24 Min

A Bear Market Rally or the Start of Something Bigger? 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Market Alert  •  14-Nov-2022  •  4:55 Min

Market Alert with Andrew Slimmon 

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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Insight Article  •  09-Nov-2022

Morgan Stanley's Markle Sees Co-Investment Silver Lining in Slower Market 

Neha Markle
In this piece originally published by the Wall Street Journal Pro, Neha Champaneria Markle, head of private- markets fund-of-funds investing, says slowing deal making and rising debt costs can benefit co-investors like Morgan Stanley.

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Tales From the Emerging World  •  09-Nov-2022

Vietnam's Emerging Consumer Class 

Steven Quattry
Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.

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Consilient Observer  •  09-Nov-2022

ROIC and Intangible Assets 

Michael Mauboussin, Dan Callahan
We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.

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Caron's Corner  •  07-Nov-2022  •  13:29 Min

Three Burning Questions Light the Recession Fuse 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  04-Nov-2022

Overcoming Behavioral Biases: The Importance of Our Proprietary Portfolio Exercises 

All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Group has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.

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PATH  •  03-Nov-2022

Services Inflation: Higher Hurdle for Further Upside 

Andrew Harmstone, Manfred Hui
As supply-chain constraints ease and goods inflation normalises, many expect US inflation to fall--but pressure remains elevated in services due to tight labour market conditions. Read how these continued headwinds are impacting our positioning.

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Caron's Corner  •  02-Nov-2022  •  12:26 Min