sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
Sustainable Investing
• 24-May-2022
|
Andrew Harmstone, Li Zhang, Kian Masters, Christian Goldsmith
The Global Balanced Risk Control team discusses the potential social consequences of pervasive data mining and whether this may turn into a headwind for the “Big Tech”.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 18-May-2022
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International Equity Team
Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 16-May-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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active-fundamental-equity
Active Fundamental Equity
page
Insight Article
• 12-May-2022
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Seema Hingorani, Marte Borhaug, Yijia Chen
Morgan Stanley Investment Management female leaders discuss gender diversity in the corporate world - its vital role, the progress remaining, and how an engaged investor can advance a gender equality agenda.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 09-May-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 02-May-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 02-May-2022
|
Andrew Harmstone, Manfred Hui
As monetary policy tightens, we share our thoughts on the investment implications and discuss tactical positioning.
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sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
Convergence
• 30-Apr-2022
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Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 27-Apr-2022
|
Global Fixed Income Team
March was another brutal month for financial markets, capping one of the worst quarters since the 1980s. Indeed, it did not take long for markets to realize the inflationary/stagflationary implications of the war and resulting sanctions on Russia. The Global Fixed Income team shares its thoughts.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 25-Apr-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-equity-observer
page
Global Equity Observer
• 25-Apr-2022
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Bruno Paulson, Marte Borhaug, Alistair Corden-Llyod
Across the globe, stakeholders – including the International Equity Team – are pushing companies for greater transparency and accountability on Diversity, Equity & Inclusion. The team discusses.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 18-Apr-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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active-fundamental-equity
Active Fundamental Equity
page
Emerging Markets Leaders Focus
• 15-Apr-2022
|
Vishal Gupta, Arun Kapoor, Steve Sun
In this inaugural edition of the Emerging Markets Leaders Focus the team looks at the outsourcing of Digital IT Services as a structural thematic that should be on investor’s radar.
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page
Insight Article
• 13-Apr-2022
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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.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
Tales From the Emerging World
• 07-Apr-2022
|
Emerging Markets Equity Team
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 04-Apr-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 01-Apr-2022
|
Andrew Harmstone, Manfred Hui
While this year’s sell-off appears to be driven by sentiment rather than earnings, both the war in Ukraine and China’s renewed lockdowns put further upside pressure on inflation and downward pressure on growth. The risk is markets take another leg down.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 28-Mar-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 23-Mar-2022
|
Global Fixed Income Team
Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine. The Global Fixed Income team shares its thoughts.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 21-Mar-2022
|
International Equity Team
In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes sense. Bruno Paulson discusses.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 21-Mar-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 16-Mar-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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page
Market Insights
• 15-Mar-2022
|
In this Q&A, Nash Waterman, Portfolio Manager and Head of Private Markets Secondaries, discusses the growing opportunity set for General Partner (GP) led deals, spelling out why we believe the sector and the single-asset segment, in particular, are attracting growing investor interest.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
Takeaways & Key Expectations
• 15-Mar-2022
|
Applied Equity Advisors Team
In his March TAKE, Andrew Slimmon does not believe the current correction will bleed past the -20% level, and maintains that 2022 will be a an “ok” year for stocks, consistent with the third year off a recessionary low.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 14-Mar-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 07-Mar-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 04-Mar-2022
|
Andrew Harmstone, Manfred Hui
As the situation between Russia and Ukraine rapidly worsened, asset classes that had already sold off fell deeper into correction territory. We look at implications for inflation, monetary policy and positioning.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
Tales From the Emerging World
• 28-Feb-2022
|
Emerging Markets Equity Team
Jitania Kandhari, Head of Macro and Thematic Research and Eric Carlson, Head of Sustainability, both for the Emerging Markets Equity team, look at Russia’s invasion of Ukraine.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 28-Feb-2022
|
Global Fixed Income Team
The Global Fixed Income Team examine January’s hawkish turn, as leading central banks pivoted towards accelerated monetary tightening, surprising the market.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 28-Feb-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
page
Engagement Report
• 25-Feb-2022
|
Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 23-Feb-2022
|
Nic Sochovsky, Vladimir Demine, Alistair Corden-Lloyd
Climate change is everyone’s business. Having engaged on the issue with 95% of the companies in their global strategies, the International Equity Team discusses holding companies to account.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
Takeaways & Key Expectations
• 14-Feb-2022
|
Applied Equity Advisors Team
In his February TAKE, Andrew Slimmon reiterates that 2022 will be a battleground year for the bears and the bulls, offering alpha opportunities for tactical asset allocation.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 14-Feb-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
2022 Outlook
• 08-Feb-2022
|
Global Multi-Asset Team
Key Macro Issues: COVID-19 Becomes Endemic; Economy Transitions to Stagflation; Regime Shift to Higher Inflation; The End of Free Money and China Exceptionalism. Key Investment Themes: Speculative Mania Bursts; Value Bull Market Continues; The Rise of the Rest (of the World); Commodities Beat Stocks and Bonds.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 07-Feb-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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solutions-and-multi-asset
Solutions & Multi-Asset
page
Insight Article
• 02-Feb-2022
|
AIP Hedge Fund Team
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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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
Sustainable Investing
• 31-Jan-2022
|
Vladimir Demine, Candida de Sliva
In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 31-Jan-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 26-Jan-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 24-Jan-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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2022-outlooks
real-assets
Real Assets
page
2022 Outlook
• 20-Jan-2022
|
Global Listed Real Assets Team
The Global Listed Real Assets Team sees favorable macroeconomics and secular tailwinds favoring global real estate and REITs in 2022.
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2022-outlooks
active-fundamental-equity
Active Fundamental Equity
video
2022 Outlook
• 18-Jan-2022
|
International Equity Team
Whether looked at through the lens of economics, health, politics or sustainability, what outcomes might we see in the year ahead? Hear more from the Marte Borhaug, Head of Sustainable Outcomes for the International Equity Team.
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2022-outlooks
active-fundamental-equity
Active Fundamental Equity
page
2022 Outlook
• 18-Jan-2022
|
International Equity Team
Companies faced with a changing world and seeking to deliver better sustainable outcomes must explore their surroundings and seek new information for survival. The International Equity team’s Marte Borhaug explores.
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2022-outlooks
video
2022 Outlook
• 18-Jan-2022
|
Jeff Mueller
Compared to other asset classes, high yield has proven resilient — even during bouts of volatility in recent years, says Co-Director of High Yield Jeff Mueller at Eaton Vance Management, and he anticipates further resilience in 2022 as long as the global economic recovery continues.
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2022-outlooks
video
2022 Outlook
• 18-Jan-2022
|
Marshall Stocker
According to Co-Director of Emerging Markets Marshall Stocker at Eaton Vance Management, markets have largely priced in the risks facing emerging markets debt, and valuations look much more compelling — allowing our diverse and global investment team to capitalize upon many unique and differentiated country opportunities.
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2022-outlooks calvert
active-fundamental-equity
Active Fundamental Equity
page
2022 Outlook
• 18-Jan-2022
|
John Streur, Calvert
Calvert Research and Management CEO John Streur expects actions by regulators, corporations and investors to increase the importance placed on ESG factors in investment decisions across global capital markets in 2022. For more, please read his full 2022 outlook.
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2022-outlooks
page
2022 Outlook
• 18-Jan-2022
|
John Baur, Marshall Stocker
For every country like Turkey, where heterodox policy is cause for concern, Co-Directors of Emerging Markets at Eaton Vance Management, Marshall Stocker and John Baur highlight the lesser known and overlooked EM success stories. For more, please read their full 2022 outlook.
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2022-outlooks
page
2022 Outlook
• 18-Jan-2022
|
Jeff Mueller, Steve Concannon
As demand from U.S. and global institutional investors provides potential support following episodes of weakness, Co-Directors of High Yield at Eaton Vance Management, Jeff Mueller and Steve Concannon discuss potential buying opportunities available to long-term oriented investors. For more, please read their full 2022 outlook.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
2022 Outlook
• 18-Jan-2022
|
Global Balanced Risk Control Team
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
2022 Outlook
• 18-Jan-2022
|
Global Balanced Risk Control Team
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
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2022-outlooks
video
2022 Outlook
• 18-Jan-2022
|
Nisha Patel
While it will be hard to surpass the performance of municipal bonds in 2021, Director of Portfolio Management at Parametric, Nisha Patel sees 2022 as another year when investors could benefit from professional management for relative value trading, tax loss harvesting and credit oversight.
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2022-outlooks
page
2022 Outlook
• 18-Jan-2022
|
Nisha Patel
Director of Portfolio Management Nisha Patel believes the fragmented nature of the municipal bond market and the heavy influence of retail investors may result in inefficiencies that may be exploited to achieve additional return through active management and relative value trading. For more, please read her full 2022 outlook.
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2022-outlooks
video
2022 Outlook
• 18-Jan-2022
|
Ralph Hinckley
Portfolio Manager Ralph Hinckley believes credit fundamentals are sound, and inflationary environments tend to signal higher interest rates, which tend to benefit loans. After a strong run in 2021, loan returns in 2022 are likely to come from current income, in his view.
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2022-outlooks
page
2022 Outlook
• 18-Jan-2022
|
Ralph Hinckley, Andrew Sveen
In a year when concerns over
tightened monetary policy
rising rates and inflation periodically wracked the markets, Co-Director of Bank Loans at Eaton Vance Management, explains why the asset class outperformed in 2021 and why he believes loans deserve consideration
for helping conserve
fixed‐income portfolios in rising rate environments. For more, please read his full 2022 outlook.
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2022-outlooks
page
2022 Outlook
• 18-Jan-2022
|
Chris Dyer, Ian Kirwan
Eaton Vance Management's Director of Global Equity Chris Dyer expects potentially solid economic growth across developed economies in 2022, albeit at a slower pace than the recovery‐driven levels seen in 2021. For more, please read his full 2022 outlook.
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2022-outlooks
page
2022 Outlook
• 18-Jan-2022
|
Vishal Khanduja, Eaton Vance Management
Director of Investment Grade Fixed Income Portfolio Management and Trading Vishal Khanduja expects inflation to moderate from the most recent spike in 2021 as global supply disruptions and durable goods demand may continue to ease. For more, please read his full 2022 outlook.
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2022-outlooks
page
2022 Outlook
• 18-Jan-2022
|
Andrew Szczurowski, Eaton Vance Management
Director of Mortgage-Backed Securities Andrew Scczurowski believes that agency MBS investors could potentially outperform in a rising rate environment by moving up in coupon. For more, please read his full 2022 outlook.
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2022-outlooks
page
2022 Outlook
• 18-Jan-2022
|
Cynthia Clemson, Craig Brandon
In the face of expected increases in tax rates and likely rate hikes from the U.S. Federal Reserve, Co-Directors of Municipal Investments at Eaton Vance Management, Cindy Clemson and Craig Brandon believe that municipal bonds should remain an important and diversified component of a suitable investor’s portfolio. For more, please read their full 2022 outlook.
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2022-outlooks
fixed-income
Fixed Income
page
2022 Outlook
• 18-Jan-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Incomed team, sees great potential for active – and selective – investors building fixed income portfolios in the upcoming year
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2022-outlooks
active-fundamental-equity
Active Fundamental Equity
page
2022 Outlook
• 17-Jan-2022
|
Emerging Markets Equity Team
EM equities are poised for a comeback in 2022 and beyond. Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, shares five reasons why.
|
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|
2022-outlooks
active-fundamental-equity
Active Fundamental Equity
video
2022 Outlook
• 17-Jan-2022
|
Emerging Markets Equity Team
EM equities are poised for a comeback in 2022 and beyond. Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, shares five reasons why.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
2022 Outlook
• 17-Jan-2022
|
Applied Equity Advisors Team
Andrew Slimmon looks at the history of post-recessionary environments and concludes that despite a less accommodative Fed, equity returns should be in positive territory again in 2022.
|
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|
2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
2022 Outlook
• 17-Jan-2022
|
Applied Equity Advisors Team
Andrew Slimmon, Senior Portfolio Manager and Head of the Applied Equity Advisors team for the shares his thoughts on 2022.
|
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 15-Jan-2022
|
Global Fixed Income Team
How impactful will Omicron be? How much should markets fear the Fed? Will inflation slow? The Global Fixed Income Team examine the prevailing market dynamics.
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2022-outlooks
real-assets
Real Assets
page
2022 Outlook
• 14-Jan-2022
|
Morgan Stanley Real Estate Investing
2021 swift economic recovery has propelled the global economy to the mid-phase of a typical economic cycle. With GDP growth expected to moderate, and monetary policy to tighten, Morgan Stanley Real Estate Investing examine what the new phase may mean for the asset class.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
2022 Outlook
• 13-Jan-2022
|
AIP Hedge Fund Team
Our AIP Hedge Fund Solutions team examines the changing nature of risk that we can expect to see in 2022. Rising volatility and performance dispersion creates an opportunity for hedge fund managers in the new year.
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2022-outlooks
page
2022 Outlook
• 12-Jan-2022
|
The Eaton Vance Value Equity Team makes the case for Value investing in 2022.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 12-Jan-2022
|
Andrew Harmstone, Manfred Hui
As we enter 2022, Omicron continues to spread, amid a hawkish Fed and setbacks to Biden’s Build Back Better bill. That said, we expect equities to continue to outperform fixed income, and provide moderate returns, given the healthy growth outlook.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 10-Jan-2022
|
Global Fixed Income Team
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
2022-outlooks
fixed-income
Fixed Income
page
2022 Outlook
• 05-Jan-2022
|
Global Fixed Income Team
The Global Fixed Income Team shares it views on the credit market in the upcoming year.
|
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
page
Sustainable Investing
• 04-Jan-2022
|
Morgan Stanley Next Level
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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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
Global Multi-Asset Viewpoint
• 31-Dec-2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 2022 Global Multi-Asset Investment Outlook.
|
|
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 30-Dec-2021
|
International Equity Team
Blockchain technology not only underpins cryptocurrencies but has the potential to alter existing industry dynamics and encourage cooperation among natural competitors, resulting in greater efficiencies and higher quality. Alex Gabriele of the International Equity team explains.
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edge
active-fundamental-equity
Active Fundamental Equity
page
EDGE
• 26-Dec-2021
|
Counterpoint Global
After decades of development in garages and hobby shops, small drones are finally ready to make an impact in the enterprise. We discuss the evolution of enterprise drones and how the technology could disrupt small package delivery and aerial data collection. We also discuss the regulatory and societal challenges facing the enterprise drone industry today and highlight recent progress towards overcoming those challenges.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
Takeaways & Key Expectations
• 22-Dec-2021
|
Applied Equity Advisors Team
In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.
|
|
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 15-Dec-2021
|
Global Fixed Income Team
Uncertainty around Omicron in conjunction with hawkish central banks has upended credit and equity markets. How will this affect the growth/inflation nexus?
|
|
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 13-Dec-2021
|
Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 10-Dec-2021
|
Andrew Harmstone, Manfred Hui
Markets fell sharply in response to Omicron in November, and the rising uncertainty about how much the Fed may taper suggests maintaining a cautious risk exposure. See how we are responding to rates, shipping disruptions, energy prices and more.
|
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 06-Dec-2021
|
Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
active-fundamental-equity
Active Fundamental Equity
video
Insight Video
• 06-Dec-2021
|
International Equity Team
The International Equity Team’s Bruno Paulson discusses how the team positions its global portfolios to achieve concentrated exposure to long-term compounders, no matter macroeconomic conditions.
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
Global Multi-Asset Viewpoint
• 30-Nov-2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “U.S. Debt Trajectory and Implications for Markets"
|
|
|
carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 29-Nov-2021
|
Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 24-Nov-2021
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International Equity Team
Something unusual is underfoot: company profit warnings caused by a lack of supply, rather than an unexpected drop in demand. In this environment pricing power is vital to profit margin, as the International Equity team explains.
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fixed-income
Fixed Income
page
Insight Article
• 15-Nov-2021
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Global Fixed Income Team
With U.S. inflation accelerating to its highest rate in a decade, the U.S. Investment Grade Research Team provides a detailed snapshot on the effects the surrounding uncertainty is having on fixed income sectors.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 15-Nov-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 15-Nov-2021
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Global Fixed Income Team
While policy normalization has begun, learn why we believe major central banks will likely take a more leisurely approach to policy adjustments than the market expects and why we feel it will be a ‘long and winding road’ to tighter monetary policy.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 10-Nov-2021
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Andrew Harmstone, Manfred Hui
As markets recovered in October and market volatility fell, we increased equity exposure while keeping an eye on rising energy prices, central bank tapering and China property risks. Read more on why we think market winds may be changing.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 08-Nov-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
Takeaways & Key Expectations
• 08-Nov-2021
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Applied Equity Advisors Team
In his November TAKE, Andrew Slimmon details why it’s entirely logical the S&P 500 has done so well this year. And the market is following one of the most simplistic rules of investing.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
Sustainable Investing
• 03-Nov-2021
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International Equity Team
Bruno Paulson discusses how the increase in sustainable investing regulations is impacting corporations and investment managers.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 03-Nov-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 01-Nov-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
Global Multi-Asset Viewpoint
• 31-Oct-2021
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Evergrande: What If The Cavalry Never Comes?"
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
Sustainable Investing
• 26-Oct-2021
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International Equity Team
In 60 seconds learn about the carbon-light global equity portfolio that is resilient through volatility, aligns with your priorities, and is managed by portfolio managers with the access to engage directly with companies.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 25-Oct-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 25-Oct-2021
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International Equity Team
Against a relatively positive macroeconomic outlook, there is the potential for significant cost pressures over the next decade, where pricing power will be the key for quality companies to protect margins. The International Equity team explores.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
Engagement Report
• 25-Oct-2021
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 18-Oct-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 15-Oct-2021
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Global Fixed Income Team
With inflationary pressures stronger and central banks less dovish, we expect government bond yields to drift higher as we move towards tighter monetary policy.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 08-Oct-2021
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Andrew Harmstone, Manfred Hui
Winter is coming and growth is slowing – but still healthy. With equity valuations high, we have reduced risk as we see limited upside and fragile, risk-off sentiment. At the same time, we are seeking opportunities to take advantage of any excessive weakness.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
Sustainable Investing
• 05-Oct-2021
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Andrew Harmstone, Li Zhang, Christian Goldsmith
Given the increasingly disruptive force of climate events, achieving net-zero carbon emission promises to be one of the themes driving investment markets over the coming decades. We analyse responses, risks and opportunities by country and sector.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
Global Multi-Asset Viewpoint
• 04-Oct-2021
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What Is The Bond Market Thinking?"
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 04-Oct-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
Global Multi-Asset Viewpoint
• 30-Sep-2021
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Why the U.S. Housing Boom Can Continue"
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active-fundamental-equity
Active Fundamental Equity
video
Insight Video
• 29-Sep-2021
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International Equity Team
Bruno Paulson discusses what he believes may be the long-term impact of the pandemic.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 27-Sep-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 22-Sep-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 20-Sep-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 15-Sep-2021
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Global Fixed Income Team
With investors debating when economic growth, Covid and inflation will peak, it may be useful to focus on what we know with certainty rather than sentiment.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 14-Sep-2021
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International Equity Team
The summer of fire and floods has highlighted the compounding effect of global warming, presenting companies with an array of risks and opportunities. Laura Bottega explains how these ESG factors help shape our portfolios.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 13-Sep-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
Takeaways & Key Expectations
• 10-Sep-2021
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Applied Equity Advisors Team
In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 08-Sep-2021
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Andrew Harmstone, Manfred Hui
The US Federal Reserve appears to be excessively dovish, in light of a strong and growing economy. See why in our view, high valuations, increasing global regulatory risks and the possibility that the Fed is making a policy mistake, are signalling caution.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
Consilient Observer
• 08-Sep-2021
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Michael Mauboussin, Dan Callahan
This report examines the barriers to change for organizations. We use sports as the prime example but then apply the lessons to investment management. Organizations can be slow to adopt certain approaches even when they add value due to loss aversion, a preference for the status quo, and the fear of poor outcomes in the short run. Organizations may overcome these challenges by aligning behind a commitment to improvement, learning, transparency, and accountability. Good long-term results require developing and executing strategies that add value.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 07-Sep-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
Global Multi-Asset Viewpoint
• 31-Aug-2021
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Outlook – One Year Later"
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 30-Aug-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 23-Aug-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 23-Aug-2021
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International Equity Team
This May, the International Equity team celebrated the publication of our 50th Global Equity Observer (GEO) – our monthly series of investment insights through the lens of our high quality investment approach. We are delighted to share with you this selection of articles from our GEO series.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 19-Aug-2021
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Global Fixed Income Team
Looking at the performance of U.S. Treasuries (and other developed government bond markets), one could be forgiven if one believed the economy was sinking. Other financial asset prices are sending a message that all is well. What gives? The Global Fixed Income Team explores.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 13-Aug-2021
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International Equity Team
In a world of daily financial chatter, it’s easy to get distracted from what drives the core of long-term returns; the power of compounding. William Lock and Alistair Corden-Lloyd explain.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
Tales From the Emerging World
• 10-Aug-2021
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Emerging Markets Equity Team
India needs to keep in mind is that its economy is still relatively unfree, and so more than ever it should buck the global trend of more regulation and bigger government. Ruchir Sharma, Chief Global Strategist, explains.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 05-Aug-2021
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Andrew Harmstone, Manfred Hui
As the US 10-year Treasury yield continues to move down, to many this appears counter-intuitive. We look at factors, which are likely contributing and what could reverse the direction.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
Consilient Observer
• 03-Aug-2021
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Michael Mauboussin, Dan Callahan
We suggest the mantra “everything is a DCF model.” Whenever investors value a stake in a cash-generating asset, they should recognize they are using a discounted cash flow (DCF) model. The topic deserves attention because many market participants don’t think DCF models are relevant, and many use heuristics for value without recognizing the purpose and limitations of the shorthands. The intrinsic value, determined by the present value of future cash flows, attracts the price like a magnetic force. This means it is useful for investors to keep in mind the value drivers of a discounted cash flow model.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 02-Aug-2021
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Global Fixed Income Team
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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private-credit-and-equity
Private Credit & Equity
page
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