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Caron's Corner • 03-Oct-2022 • 6:30 Min
The R.I.P. Cycle, Part 2: Credit Risk Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Tales From the Emerging World • 29-Sep-2022

Brazil: Restoring the Fiscal Anchor Is Key

Eric Carlson, Jitania Kandhari, Eduardo Wisbrun

The Achilles heel of Brazil is its fiscal situation. Once past this inflation cycle, Brazil’s economy should grow based on private sector investment, thriving agricultural and commodity sectors and a credible central bank. But restoring the fiscal anchor will be the primary economic challenge for the upcoming administration.

Caron's Corner • 26-Sep-2022 • 10:20 Min
The Vicious Cycle of Rates and Currencies - Where Does it End? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Market Pulse • 21-Sep-2022
Inflation May Be Peaking in the U.S. What about the Rest of the World? Jim Caron Inflation could reverse a downward course based on changes in supply chains or labor shortages, keeping it higher than target levels, and for longer than expected, explains Jim Caron, Portfolio Manager and Chief Fixed Income Strategist.

Caron's Corner • 21-Sep-2022 • 10:18 Min
The Fed Tries to Get Ahead of the Market Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Caron's Corner • 19-Sep-2022 • 15:51 Min
The Strategy for Fixed Income as Yields Rise Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Caron's Corner • 12-Sep-2022 • 14:48 Min
Rates Are Rising and Inflation Is Peaking. Is it Time to Buy Bonds? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

PATH • 08-Sep-2022
No Easy Fix Andrew Harmstone, Manfred Hui The conundrum faced by central banks continues as they seek to control inflation, at the risk of pushing economies into recession. The Global Balanced Risk Control team discuss the investment implications and tactical allocations to navigate this complex environment.

Market Alert • 07-Sep-2022 • 4:22 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.

Caron's Corner • 06-Sep-2022 • 13:12 Min
Is the Market Pricing Something Different than the Fed Is Saying? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Inflation • 01-Sep-2022
Key Themes for 2022 – Video Jitania Kandhari What are the key investment trends as 2022 continues to unfold amid geopolitical tensions, rising inflation and slowing global growth?

Caron's Corner • 29-Aug-2022 • 14:51 Min
R.I.P. Cycle: Recession, Inflation and Policy Risks Are at Odds with Each Other Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

PATH • 09-Aug-2022
Bear Market Rally? Andrew Harmstone, Manfred Hui Evidence suggest that the recent strength in developed markets may just be a bear market rally with further downside potentially on the way. Here is how the GBaR team think about investment allocation to reflect the outlook.

Resilience • 08-Aug-2022
Long Short Equity Strategies: "Hedging" Your Bets Eric Stampfel Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.

Caron's Corner • 08-Aug-2022 • 11:29 Min
Are Conflicting Data Points Foreshadowing or Forestalling a Downturn? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Insight Article • 04-Aug-2022
MSIM Forward for July 2022 ⠀ We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.

Tales From the Emerging World • 02-Aug-2022
Emerging India in a Multipolar World Jitania Kandhari, Amay Hattangadi In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.

Insight Article • 01-Aug-2022

CAPEX Reshapes Credit Profile: Sectors in Flux - U.S. Technology Emerging as Clear Winner

Victoria Li, Alana FitzGerald, Jim Caron, Richard Ford, Joseph Mehlman

Despite macro uncertainties, global capital spending continues to surge after a period of short-lived contraction in 2020, powering the post-pandemic economic recovery. The Investment Grade Credit team explains how this might impact market sectors.

Caron's Corner • 01-Aug-2022 • 16:00 Min
Recession? Yes. Red Means Run, Numbers Add Up to Nothing Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Sustainable Investing • 31-Jul-2022
Energy at a Crossroads - Key Considerations Navindu Katugampola, Jessica Alsford, Vikram Raju, Chris Ortega What are the prospects and pitfalls facing energy transition at this critical time for the global energy industry? Morgan Stanley sustainability experts highlight five key considerations.

Sustainable Investing • 31-Jul-2022
Energy at a Crossroads Navindu Katugampola, Jessica Alsford, Vikram Raju, Chris Ortega What are the prospects and pitfalls facing energy transition at this critical time for the global energy industry? Morgan Stanley sustainability experts discuss.

Market Alert • 29-Jul-2022 • 2:38 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.

Caron's Corner • 27-Jul-2022 • 9:41 Min
The Fed Remains Unapologetically Hawkish - but the Market Jumps? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Caron's Corner • 25-Jul-2022 • 8:35 Min
The Fed Has Some Explaining To Do: What This Week’s Meeting May Tell Us Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Insight Article • 22-Jul-2022
Investing in Startups Founded by Women and Multicultural Entrepreneurs Morgan Stanley Next Level As part of its ongoing commitment to advance racial and economic equity, Morgan Stanley’s new Next Level Fund invests in early-stage technology companies with women and diverse members on the founding teams.

Caron's Corner • 18-Jul-2022 • 9:33 Min
Nominal vs Real: Why Bond Yields Aren’t Rising Despite High Inflation Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Convergence • 12-Jul-2022
Crypto & Carbon Counterpoint Global Blockchain technologies have unique capabilities that can enable an interoperable marketplace for voluntary carbon offsets – solving a number of issues with the existing market, such as significant variance in underlying quality of offsets – and thus have an opportunity to play a role in decarbonizing the global economy.

Caron's Corner • 11-Jul-2022 • 14:13 Min
Yield Curve 101: What it’s Telling us about Recession and Inflation Risk Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

Insight Article • 07-Jul-2022
How Multi-Manager Platforms Find Strength in Numbers Christopher Morser In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?

PATH • 06-Jul-2022
The Central Bank Conundrum – Self-Inflicted? Andrew Harmstone, Manfred Hui As inflation remains high, central banks may seek further tightening while growth weakens. The Global Balanced Risk Control team share their thoughts on an optimal asset allocation to weather through the turbulent times.

Insight Article • 06-Jul-2022
An Introduction to Alternative Lending Kenneth Michlitsch As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

Caron's Corner • 05-Jul-2022 • 13:18 Min
The Fed’s Triple “D” Economy: Demand Destruction by Design Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Insight Article • 29-Jun-2022
Why REITs? And Why Now? Laurel Durkay The MSIM Global Listed Real Assets Team offers education on what REITs are, the case for REITs, and why you should consider REITs now in this timely article.

Global Equity Observer • 28-Jun-2022
Shrinkflation Bruno Paulson, Laura Bottega If you’ve noticed your rolls of paper towels getting slimmer, and beverage cans getting smaller, you may be experiencing Shrinkflation. The International Equity team explores the role inflation plays, and why now is a good time to own compounders.

Caron's Corner • 27-Jun-2022 • 10:13 Min
Is the Market Pricing a Recession For the Next 12 Months? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Tales From the Emerging World • 23-Jun-2022
Saudi Arabia, More Than Just an Oil Story Najmul Hasnain Saudi Arabia is in the midst of an ambitious and transformative program of social and economic reforms designed to wean the economy off its dependence on the oil sector. Najmul Hasnain, Head of the Saudi Arabia Equity Team, explores.

Market Pulse • 23-Jun-2022
The Fed Cannot Contain Inflation Alone – Fiscal Policy Is Required Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his views on inflation.

Caron's Corner • 21-Jun-2022 • 9:46 Min
The Fed’s 2 - 2.5% Inflation Target May Be a Floor, not a Ceiling Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Market Alert • 21-Jun-2022 • 6:41 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.

Takeaways & Key Expectations • 08-Jun-2022
Equity Market Commentary - June 2022 Andrew Slimmon Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his June TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.

Caron's Corner • 06-Jun-2022 • 14:11 Min
The Fed Is Failing to Control Wage Inflation and QT Is Nothing to Fear – What Happens Next? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Engagement Report • 06-Jun-2022
Engage Spring 2022 Marte Borhaug The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

PATH • 06-Jun-2022
Navigating Changing Correlations Andrew Harmstone, Manfred Hui Despite a difficult economic climate, we see some opportunities arising, particularly in the fixed income space.

Tales From the Emerging World • 02-Jun-2022
The Nuclear Revival Jorge Chirino, Steven Quattry Climate concerns and geopolitical events will revive policy makers support for nuclear power: a safe, reliable and carbon-free source of energy. Steven Quattry, Candy Chao and Jorge Chirinos of the Emerging Markets Equity team explain.

Caron's Corner • 31-May-2022 • 12:10 Min
The Turning Point - or a Bear Market Rally? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Insight Article • 25-May-2022
"Undiscovered" Secondary Markets Jarrod Quigley Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.

Sustainable Investing • 24-May-2022
Shining a Sustainability Light on the Darker Side of Big Tech 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”.

Global Equity Observer • 18-May-2022
One Step Forward, Two Steps Back Helena Miles 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.

Sustainable Investing • 17-May-2022
The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy - Video Steven Quattry, Candy Chao, Jorge Chirino As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.

Caron's Corner • 16-May-2022 • 9:28 Min
The Supply Shock Is Turning into a Demand Problem – The Case for Adding Longer Maturity Bonds Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Insight Article • 12-May-2022
The Path to Gender Diversity 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.

Caron's Corner • 09-May-2022 • 08:32 Min
The Fed Makes Stocks and Bonds Suffer. Are Jobs Next? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 02-May-2022 • 11:00 Min
When Good Data Is Bad News: Is the Fed Willing to Break the Market? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

PATH • 02-May-2022
Finding Bright Spots Amongst Dark Clouds Andrew Harmstone, Manfred Hui As monetary policy tightens, we share our thoughts on the investment implications and discuss tactical positioning.

Convergence • 30-Apr-2022

Culture Quant Framework

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.

Global Fixed Income Bulletin • 27-Apr-2022

One Small Step for Interest Rates, One Giant Leap for Monetary Policy

Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector 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.

Caron's Corner • 25-Apr-2022 • 9:59 Min
Central Banks Gang Up to End Inflation, but Risk Hard Landing… or Worse Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Global Equity Observer • 25-Apr-2022
Diversity – Asking Difficult Questions 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.

Caron's Corner • 18-Apr-2022 • 11:50 Min
Does the Rise in Bond Yields Stop Here - or Just Pause? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Emerging Markets Leaders Focus • 15-Apr-2022
Emerging Markets Leaders Focus: Digitalization 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.

Insight Article • 13-Apr-2022
An Evolving Private Markets Landscape 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.

Tales From the Emerging World • 07-Apr-2022
The Beijing Put — Stemming The Downward Spiral Jitania Kandhari, Amay Hattangadi 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.

Caron's Corner • 04-Apr-2022 • 10:22 Min
The Next Recession: Over the Hills and Far Away, or Right Around the Corner? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

PATH • 01-Apr-2022
Managing Portfolios in an Inflationary World 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.

Caron's Corner • 28-Mar-2022 • 11:05 Min
How High Can Yields Go Before Something Breaks? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Global Fixed Income Bulletin • 23-Mar-2022
Navigating through the Fog of War Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector 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.

Global Equity Observer • 21-Mar-2022
Investing in a deeply uncertain world Bruno Paulson In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes sense. Bruno Paulson discusses.

Caron's Corner • 21-Mar-2022 • 9:59 Min
Is Fed Tightening Negative for Markets? The Answer May Surprise You. Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 16-Mar-2022 • 5:30 Min
The Fed Ignores the Downside Risk and Delivers a Hawkish Surprise Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Market Insights • 15-Mar-2022
The Pick of Private Equity: Single-Asset Secondaries 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.

Takeaways & Key Expectations • 15-Mar-2022
Equity Market Commentary - March 2022 Andrew Slimmon 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.

Caron's Corner • 14-Mar-2022 • 12:27 Min
Reading the Yield Curve To “Shape” Expectations Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 07-Mar-2022 • 10:02 Min
Why the Fed will Raise Rates Despite Market Volatility Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

PATH • 04-Mar-2022
Russia – Ukraine: Risk and Investment Implications 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.

Tales From the Emerging World • 28-Feb-2022
Russia's Invasion of Ukraine Jitania Kandhari, Eric Carlson 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.

Global Fixed Income Bulletin • 28-Feb-2022
Do Central Bankers Need to Calm Down? Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector 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.

Caron's Corner • 28-Feb-2022 • 14:11 Min
Will Market Risks Become Systemic? The Critical Importance of Liquidity and Funding Metrics Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Engagement Report • 25-Feb-2022
ESG and Sustainable Investing Report Kristian Heugh, Marc Fox, Emily Tsui The Global Opportunity team shares its annual report on ESG engagement activity.

Global Equity Observer • 23-Feb-2022
Climate Change: Everyone’s Business 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.

Insight Article • 23-Feb-2022
Déjà vu in 2022 for the Securitized Market Gregory Finck, Erin K. Glenn The Securitized Team believes three factors will drive securitized market performance in 2022.

Takeaways & Key Expectations • 14-Feb-2022
Equity Market Commentary - February 2022 Andrew Slimmon 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.

Caron's Corner • 14-Feb-2022 • 11:06 Min
Emerging Market Local Bonds: A Source of Value and Portfolio Diversification Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 07-Feb-2022 • 13:45 Min
Three Gears for the Fed: Tight, Easy or Neutral… But Can it Find Neutral? Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Insight Article • 02-Feb-2022
The Rise 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.

Caron's Corner • 31-Jan-2022 • 15:03 Min
FAQs on the Pace and Path of Fed Rate Hikes Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 26-Jan-2022 • 9:11 Min
Fed Meeting: A Clear Lack of Clarity Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 24-Jan-2022 • 13:41 Min
Shift F9: A Fed Policy Reset Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Insight Video • 18-Jan-2022
Rising rates key in shaping road to recovery - Video Andrew Harmstone 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.

Insight Article • 14-Jan-2022
2022 Global Real Estate Outlook Late-Cycle Investing Philosophy Comes Early 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.

PATH • 12-Jan-2022
Three Events and a Rally 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.

Caron's Corner • 10-Jan-2022 • 12:51 Min
Why the Fed’s Balance Sheet May Matter More than Rate Hikes Jim Caron Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Sustainable Investing • 04-Jan-2022
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.

Global Multi-Asset Viewpoint • 31-Dec-2021
2022 Global Multi-Asset Investment Outlook 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.

Global Equity Observer • 30-Dec-2021
To the Moon? Quality Investing and Blockchain Alex Gabriele 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.

EDGE • 26-Dec-2021

Drones

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.

Takeaways & Key Expectations • 22-Dec-2021
Equity Market Commentary - December 2021 Andrew Slimmon In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.

Global Fixed Income Bulletin • 15-Dec-2021
And the Beat Goes On … Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector 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?

Caron's Corner • 13-Dec-2021 • 10:34 Min
Yield Trap? Why U.S. Bond Yields May Struggle to Rise Jim Caron Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

PATH • 10-Dec-2021
Fed’s Hawkish Turn: Inflation No Longer “Transitory” 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.

Caron's Corner • 06-Dec-2021 • 13:29 Min
Can You Handle the Truth? What the Yield Curve Is Telling Us. Jim Caron Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Global Multi-Asset Viewpoint • 30-Nov-2021
U.S. Debt Trajectory and Implications for Markets 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"

Caron's Corner • 29-Nov-2021 • 11:50 Min
Once More Unto the Breach. . .but Looking for Opportunities Amid Volatility Jim Caron 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 • 24-Nov-2021
Supply Chain Squeeze Nathan Wong 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.

Insight Article • 15-Nov-2021
Credit Markets Brace for Inflation: Winners vs. Losers Investment Grade Credit 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.

Caron's Corner • 15-Nov-2021 • 12:47 Min
2022: A Year Ahead Without a Consensus Jim Caron Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Global Fixed Income Bulletin • 15-Nov-2021

Is Monetary Policy Angst Overdone?

Investment Grade Credit Team, Securitized Team, High Yield Team, Global Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team, Multi-Sector 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 • 10-Nov-2021
Winds are changing? 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.

Caron's Corner • 08-Nov-2021 • 12:45 Min
Market Disconnect? Bond Yields Face-Off Against Inflation Risks Jim Caron Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Takeaways & Key Expectations • 08-Nov-2021
Equity Market Commentary - November 2021 Andrew Slimmon 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.

Caron's Corner • 03-Nov-2021 • 10:35 Min
FOMC Recap: Policy Optionality Matters - No Rush to Hike Rates Jim Caron Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Caron's Corner • 01-Nov-2021 • 12:50 Min
Trouble with the (Yield) Curve? No. Financial Conditions Still Easy Jim Caron Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Global Multi-Asset Viewpoint • 31-Oct-2021
Evergrande: What If The Cavalry Never Comes? 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?"

Sustainable Investing • 26-Oct-2021
Global Sustain – High quality, low carbon investing 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.

Caron's Corner • 25-Oct-2021 • 17:00 Min
A Bearish View on the U.S. Dollar and its Impact on the Market Jim Caron Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Engagement Report • 25-Oct-2021
Engage Autumn 2021 Vladimir Demine The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

Caron's Corner • 18-Oct-2021

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