| Global Multi-Asset Macro Musings • 09-May-2025 | |
Video: The Case for International Stocks
Cyril Moulle-Berteaux
Amid high volatility, shifts in fundamental trends present medium-term opportunities for investors. One of the best opportunities we see in markets today is owning international stocks. In this video, Cyril Moulle-Berteaux, Portfolio Manager for the MSIM GMA team, presents three reasons why he thinks international stocks will outperform the U.S. in 2025 and beyond.
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| Global Multi-Asset Macro Musings • 10-Apr-2025 | |
The Price of Protectionism
Cyril Moulle-Berteaux
The tariffs announced on Wednesday, April 2 represent one of the largest tax increases in U.S. history. Cyril Moulle-Berteaux of the MSIM Global Multi-Asset Team shares the teams’ analysis of the tariffs’ likely impact on the economy and markets.
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| Global Multi-Asset Macro Musings • 05-Mar-2025 | |
2025 - A Pivotal Year
Cyril Moulle-Berteaux
Extrapolation of fundamental trends has resulted in extreme overvaluation, overoptimism and overownership of many assets, most particularly U.S. assets. As such, investors should consider non-U.S. stocks denominated in non-US currencies as well as Value and small cap stocks in the U.S. and abroad. Cyril Moulle-Berteaux explains.
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| Global Multi-Asset Macro Musings • 23-Dec-2024 | |
Momentum Ruled In 2024, But Reversal Likely In 2025
Cyril Moulle-Berteaux
2024 has experienced one of the top momentum runs of the past thirty years. Historically, such strong performance has led to a near-full reversal in performance in the subsequent year. Cyril Moulle-Berteaux explains.
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