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market-pulse FixedIncome Fixed Income audio
Market Pulse  •  19-Jan-2021  •  7:06 Min

The Biden Stimulus Package Takes Center Stage  

Jim Caron
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-pulse FixedIncome Fixed Income audio
Market Pulse  •  11-Jan-2021  •  7:35 Min

How High Can Yields Rise Before it Spells Trouble? 

Jim Caron
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-pulse FixedIncome Fixed Income audio
Market Pulse  •  11-Jan-2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

Global Fixed Income Team
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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2021-outlooks FixedIncome Fixed Income page
2021 Outlooks  •  04-Jan-2021

Favourable Winds for Emerging Market Debt 

Eric Baurmeister, Warren Mar, Sahil Tandon
Conditions for EMD outperformance in 2021 appear to be in place. A global backdrop of steady, extended monetary accommodation, prospects of a large-scale deployment of COVID-19 vaccines, and expectations of fiscal stimulus in the U.S. should boost the growth-sensitive segments of the asset class.

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market-pulse FixedIncome Fixed Income audio
Market Pulse  •  04-Jan-2021  •  7:25 Min

Yields Are Low, But Fixed Income Opportunities Exist if You Know Where to Look 

Jim Caron
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  •  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 market-pulse FixedIncome Fixed Income page
Global Fixed Income Bulletin  •  16-Dec-2020

The Heat Is On 

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

fixed-income-managed-solutions-team-tile
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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 FixedIncome Fixed Income audio
Market Pulse  •  16-Nov-2020  •  6:24 Min

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

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

fixed-income-managed-solutions-team-tile
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global-fixed-income-bulletin market-pulse FixedIncome Fixed Income page
Global Fixed Income Bulletin  •  11-Nov-2020

How Big Are the Waves? 

Global Fixed Income Team
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 market-pulse FixedIncome Fixed Income page
Global Fixed Income Bulletin  •  16-Oct-2020

The Devil Is in the Details 

Global Fixed Income Team
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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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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sustainable-investing page
Sustainable Investing  •  26-May-2020

Asset Owners See Sustainability as Core to the Future of Investing 

Morgan Stanley’s second Sustainable Signals survey of institutional asset owners provides key insights on current trends in sustainable investing.

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Liquidity Liquidity page
Market Insights  •  28-Apr-2020

Central Banks to the Rescue 

Global Liquidity Team
Central banks acted expeditiously to stave off economic impacts from COVID-19. A discussion of what actions were taken and how our portfolios are positioned.

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Liquidity Liquidity page
Market Insights  •  24-Feb-2020

Central Banks Start New Decade on Hold 

Global Liquidity Team
The first FOMC meeting of 2020 was mostly a non-event, as Chairman Powell reiterated his view that the current policy is “appropriate,” and that without any material change in the data going forward, it will likely remain unchanged.

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Liquidity Liquidity page
Market Insights  •  31-Dec-2019

Central Banks Close the Year on a Quieter Note 

Global Liquidity Team
As expected, the Federal Open Market Committee (FOMC) kept the range for the federal funds rate unchanged at 1.50%-1.75% during its December meeting.

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sustainable-investing page
Sustainable Investing  •  14-Jan-2019

About the Investment Management Sustainability Council 

The IM Sustainability Council drives IM’s global effort by promoting an overall framework for integrating ESG and ESG standards into IM’s investment processes, product development, measurement, education, client engagement and reporting.

esg-brochure
 

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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