Insights

 

主に機関投資家のお客様向けのレポートを掲載しています

 
 
Filter by
+
Checked Icon Unchecked Icon Hover Icon Article
Checked Icon Unchecked Icon Hover Icon audio
Checked Icon Unchecked Icon Hover Icon Media Appearance
Checked Icon Unchecked Icon Hover Icon Video
+
Checked Icon Unchecked Icon Hover Icon Alternatives
Checked Icon Unchecked Icon Hover Icon Equity
Checked Icon Unchecked Icon Hover Icon Fixed Income
Checked Icon Unchecked Icon Hover Icon Multi-Asset
Checked Icon Unchecked Icon Hover Icon 2022 Outlook
Checked Icon Unchecked Icon Hover Icon Calvert
Checked Icon Unchecked Icon Hover Icon Consilient Observer
Checked Icon Unchecked Icon Hover Icon Convergence
Checked Icon Unchecked Icon Hover Icon EDGE
Checked Icon Unchecked Icon Hover Icon Engagement Report
Checked Icon Unchecked Icon Hover Icon Global Equity Observer
Checked Icon Unchecked Icon Hover Icon Global Fixed Income Bulletin
Checked Icon Unchecked Icon Hover Icon Global Multi-Asset Viewpoint
Checked Icon Unchecked Icon Hover Icon Market Pulse
Checked Icon Unchecked Icon Hover Icon PATH
Checked Icon Unchecked Icon Hover Icon Slimmon's TAKE
Checked Icon Unchecked Icon Hover Icon Takeaways & Key Expectations
Checked Icon Unchecked Icon Hover Icon Tales From the Emerging World
Checked Icon Unchecked Icon Hover Icon Resilience
Checked Icon Unchecked Icon Hover Icon Sustainable Investing
Checked Icon Unchecked Icon Hover Icon AIP Hedge Fund Team
Checked Icon Unchecked Icon Hover Icon AIP Private Markets Team
Checked Icon Unchecked Icon Hover Icon Applied Equity Advisors Team
Checked Icon Unchecked Icon Hover Icon Calvert Research and Management
Checked Icon Unchecked Icon Hover Icon Counterpoint Global
Checked Icon Unchecked Icon Hover Icon Emerging Markets Equity Team
Checked Icon Unchecked Icon Hover Icon Fixed Income Managed Solutions
Checked Icon Unchecked Icon Hover Icon Global Balanced Risk Control Team
Checked Icon Unchecked Icon Hover Icon Global Fixed Income Team
Checked Icon Unchecked Icon Hover Icon Global Listed Real Assets Team
Checked Icon Unchecked Icon Hover Icon Global Multi-Asset Team
Checked Icon Unchecked Icon Hover Icon International Equity Team
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Infrastructure Partners
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Next Level
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Real Estate Investing
+
Checked Icon Unchecked Icon Hover Icon Market Insights
Checked Icon Unchecked Icon Hover Icon All
Checked Icon Unchecked Icon Hover Icon Past Month
Checked Icon Unchecked Icon Hover Icon Past Quarter
Checked Icon Unchecked Icon Hover Icon Past Year
sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
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”.

10217543_Sustainability-Light_Insight-Tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  18-May-2022

One Step Forward, Two Steps Back 

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.

10216073_One-Step-Forward_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
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 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
active-fundamental-equity Active Fundamental Equity page
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.

10207229-gender-diversity-insight-tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  09-May-2022  •  08:32 Min

The Fed Makes Stocks and Bonds Suffer. Are Jobs Next? 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  02-May-2022  •  11:00 Min

When Good Data Is Bad News: Is the Fed Willing to Break the Market? 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
path solutions-and-multi-asset Solutions & Multi-Asset page
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.

GBaR-Media-Tile-1x1
 
sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
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.

9951488-Tile-1x1
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  27-Apr-2022

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

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.

10201742_GFI-Bulletin_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  25-Apr-2022  •  9:59 Min

Central Banks Gang Up to End Inflation, but Risk Hard Landing… or Worse 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-equity-observer page
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.

10201511_GEO_insight-tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  18-Apr-2022  •  11:50 Min

Does the Rise in Bond Yields Stop Here - or Just Pause? 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
active-fundamental-equity Active Fundamental Equity page
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.

10193328_Digitalization_Insight-Tile-1x1
 
page
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.

10189611_Markets-Landscape_Insight-Tile-1x1
 
tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  07-Apr-2022

The Beijing Put — Stemming The Downward Spiral 

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.

10195526-Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  04-Apr-2022  •  10:22 Min

The Next Recession: Over the Hills and Far Away, or Right Around the Corner? 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
path solutions-and-multi-asset Solutions & Multi-Asset page
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.

GBaR-Media-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  28-Mar-2022  •  11:05 Min

How High Can Yields Go Before Something Breaks? 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  23-Mar-2022

Navigating through the Fog of War 

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.

10185050_GFI_Insight-Tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  21-Mar-2022

Investing in a deeply uncertain world 

International Equity Team
In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes sense. Bruno Paulson discusses.

10179173_GEO_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  21-Mar-2022  •  9:59 Min

Is Fed Tightening Negative for Markets? The Answer May Surprise You. 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  16-Mar-2022  •  5:30 Min

The Fed Ignores the Downside Risk and Delivers a Hawkish Surprise 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
page
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.

10181152-Insight-Tile-1x1
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  15-Mar-2022

Equity Market Commentary - March 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.

tile-index-slimmons-take
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  14-Mar-2022  •  12:27 Min

Reading the Yield Curve To “Shape” Expectations 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  07-Mar-2022  •  10:02 Min

Why the Fed will Raise Rates Despite Market Volatility 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
path solutions-and-multi-asset Solutions & Multi-Asset page
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.

GBaR-Media-Tile-1x1
 
tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  28-Feb-2022

Russia's Invasion of Ukraine 

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.

10176865-Insight-Tile-1x1
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  28-Feb-2022

Do Central Bankers Need to Calm Down?  

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.

10170758_GFI_Bulletin_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  28-Feb-2022  •  14:11 Min

Will Market Risks Become Systemic? The Critical Importance of Liquidity and Funding Metrics 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
sustainable-investing page
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.

GO-GlboalOpp-Tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
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.

10163148_GEO_Insight-Tile-1x1
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  14-Feb-2022

Equity Market Commentary - February 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.

tile-1x1-slimmons-take
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  14-Feb-2022  •  11:06 Min

Emerging Market Local Bonds: A Source of Value and Portfolio Diversification 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  08-Feb-2022

2022 Global Multi-Asset Team Outlook: A Review of the Key Macroeconomic Issues and Investment Themes in 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.

10158502_GMA_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  07-Feb-2022  •  13:45 Min

Three Gears for the Fed: Tight, Easy or Neutral… But Can it Find Neutral? 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  02-Feb-2022

The Rise of Hedge Fund Co-Investments 

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.

9572052-Tile
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  31-Jan-2022

Decarbonisation: The Inevitable Policy Response 

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?

1094864_Decarbonisation_Email-Tile
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  31-Jan-2022  •  15:03 Min

FAQs on the Pace and Path of Fed Rate Hikes  

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  26-Jan-2022  •  9:11 Min

Fed Meeting: A Clear Lack of Clarity 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  24-Jan-2022  •  13:41 Min

Shift F9: A Fed Policy Reset 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
2022-outlooks real-assets Real Assets page
2022 Outlook  •  20-Jan-2022

Top Trends for Real Estate and REITs in 2022 and Beyond 

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.

10145693_Top-Trends_Insight-Tile-1x1
 
2022-outlooks active-fundamental-equity Active Fundamental Equity video
2022 Outlook  •  18-Jan-2022

The Search for Better Outcomes - Video 

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.

10150228-Marte-Borhaug-Insight-Tile-1x1
Insight thumbnail video icon
 
2022-outlooks active-fundamental-equity Active Fundamental Equity page
2022 Outlook  •  18-Jan-2022

The Search for Better Outcomes  

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.

10143655_Search-for-Better_Insight-Tile-1x1
 
2022-outlooks video
2022 Outlook  •  18-Jan-2022  •  1:53 Min

High Yield  

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.

10150228-Jeff-Mueller-Insight-Tile-1x1
Insight thumbnail video icon
 
2022-outlooks video
2022 Outlook  •  18-Jan-2022  •  2:13 Min

Emerging Markets  

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.

10150228-Marshall-Stocker-Insight-Tile-1x1
Insight thumbnail video icon
 
2022-outlooks calvert active-fundamental-equity Active Fundamental Equity page
2022 Outlook  •  18-Jan-2022

Carbon Risk, Human Capital Management to Impact Security Prices in 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.

10158509-Insight-Tile-1x1
 
2022-outlooks page
2022 Outlook  •  18-Jan-2022

Unearthing opportunities in an altered landscape 

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.

EV-Blog-Content_Insight-Tile-1x1
 
2022-outlooks page
2022 Outlook  •  18-Jan-2022

Forging Opportunities in a Changing High Yield Market 

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.

EV-Blog-Content_Insight-Tile-1x1
 
2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  18-Jan-2022

Rising rates key in shaping road to recovery 

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.

10149495_Rising-rates_Insight-Tile-1x1
 
2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2022 Outlook  •  18-Jan-2022

Rising rates key in shaping road to recovery - Video 

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.

10150228-Andrew-Harmstone-Insight-Tile-1x1
Insight thumbnail video icon
 
2022-outlooks video
2022 Outlook  •  18-Jan-2022  •  1:50 Min

Municipal Bonds and Taxes 

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.

10150228-Nisha-Patel-Insight-Tile-1x1
Insight thumbnail video icon
 
2022-outlooks page
2022 Outlook  •  18-Jan-2022

As Municipal Bonds Remain an Attractive Diversifier, Counteract Absolute Low Rates with Active Management 

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.

EV-Blog-Content_Insight-Tile-1x1
 
2022-outlooks video
2022 Outlook  •  18-Jan-2022  •  1:52 Min

Floating-Rate-Loans 

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.

10150228-Ralph-Hinckley-Insight-Tile-1x1
Insight thumbnail video icon
 
2022-outlooks page
2022 Outlook  •  18-Jan-2022

Loans take center stage as inflation threat grows for 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.

EV-Blog-Content_Insight-Tile-1x1
 
2022-outlooks page
2022 Outlook  •  18-Jan-2022

2022 Global Equity Outlook Favors Quality Stocks, Non-U.S. Markets 

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.

EV-Blog-Content_Insight-Tile-1x1
 
2022-outlooks page
2022 Outlook  •  18-Jan-2022

Flexibility Will Be Key for U.S. Multisector Income 

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.

EV-Blog-Content_Insight-Tile-1x1
 
2022-outlooks page
2022 Outlook  •  18-Jan-2022

A Changing Rate Environment in 2022 Could Benefit Active MBS Investors 

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.

EV-Blog-Content_Insight-Tile-1x1
 
2022-outlooks page
2022 Outlook  •  18-Jan-2022

Stay Active to Capitalize on Municipal Bond Opportunities 

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.

EV-Blog-Content_Insight-Tile-1x1
 
2022-outlooks fixed-income Fixed Income page
2022 Outlook  •  18-Jan-2022

No Market Consensus Widens the Opportunity Set  

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

10143106_No-Consensus_Insight-Tile-1x1
 
2022-outlooks active-fundamental-equity Active Fundamental Equity page
2022 Outlook  •  17-Jan-2022

Capturing Opportunity in Fast-Changing Emerging Markets 

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.

10150122_Capturing-Opportunity_Insight-Tile-1x1
 
2022-outlooks active-fundamental-equity Active Fundamental Equity video
2022 Outlook  •  17-Jan-2022

Capturing Opportunity in Fast-Changing Emerging Markets - Video 

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.

10150228-Jitania-Kandhari-Insight-Tile-1x1_noplay
Insight thumbnail video icon
 
2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  17-Jan-2022

History Is Not To Be Ignored 

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.

10151907_History_Insight-Tile-1x1
 
2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2022 Outlook  •  17-Jan-2022

History Is Not To Be Ignored - Video 

Applied Equity Advisors Team
Andrew Slimmon, Senior Portfolio Manager and Head of the Applied Equity Advisors team for the shares his thoughts on 2022.

10150228-Andrew-Slimmon-Insight-Tile-1x1
Insight thumbnail video icon
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Jan-2022

Déjà vu? No, 2022 Will Not Look Like 2021 

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.

10154503_GFI-Bulletin_Insight-Tile-1x1
 
2022-outlooks real-assets Real Assets page
2022 Outlook  •  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.

10133176_Late-Cycle-Investing_Insight-Tile-1x1
 
2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  13-Jan-2022

Hedge Funds in 2022: Changing With Changing Risk 

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.

10143050_Hedge-Funds-in-2022_Insight-Tile-1x1
 
2022-outlooks page
2022 Outlook  •  12-Jan-2022

Seizing Opportunity With Value Equity in 2022 

The Eaton Vance Value Equity Team makes the case for Value investing in 2022.

10145896_Seizing-Opportunity_Insight-Tile-1x1
 
path solutions-and-multi-asset Solutions & Multi-Asset page
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.

GBaR-Media-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  10-Jan-2022  •  12:51 Min

Why the Fed’s Balance Sheet May Matter More than Rate Hikes 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
2022-outlooks fixed-income Fixed Income page
2022 Outlook  •  05-Jan-2022

Corporate Performance to Support Credit Spreads  

Global Fixed Income Team
The Global Fixed Income Team shares it views on the credit market in the upcoming year.

10143621_Corporate-Performance_Insight-Tile-1x1
 
sustainable-investing private-credit-and-equity Private Credit & Equity page
Sustainable Investing  •  04-Jan-2022

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

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.

10140962_Push-and-Pull_Insight-Tile-1x1
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
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.

insight-tile-GMA-Viewpoint
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  30-Dec-2021

To the Moon? Quality Investing and Blockchain 

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.

10130798_To-the-Moon_Insight-Tile-1x1
 
edge active-fundamental-equity Active Fundamental Equity page
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.

10136491_Drones_Insight-Tile-2x2
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  22-Dec-2021

Equity Market Commentary - December 2021 

Applied Equity Advisors Team
In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.

tile-1x1-slimmons-take
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Dec-2021

And the Beat Goes On … 

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?

10140834_GFI-Bulletin_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  13-Dec-2021  •  10:34 Min

Yield Trap? Why U.S. Bond Yields May Struggle to Rise 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
path solutions-and-multi-asset Solutions & Multi-Asset page
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.

GBaR-Media-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  06-Dec-2021  •  13:29 Min

Can You Handle the Truth? What the Yield Curve Is Telling Us. 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
active-fundamental-equity Active Fundamental Equity video
Insight Video  •  06-Dec-2021  •  2:19 Min

Health of the economy and our portfolios 

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.

10090993-Bruno-Video1-_Web_Tile_1x1
Insight thumbnail video icon
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
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"

insight-tile-GMA-Viewpoint
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  29-Nov-2021  •  11:50 Min

Once More Unto the Breach. . .but Looking for Opportunities Amid Volatility 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  24-Nov-2021

Supply Chain Squeeze  

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.

10121896_Supply-Chain-Squeeze_Insight-Tile-1x1
 
fixed-income Fixed Income page
Insight Article  •  15-Nov-2021

Credit Markets Brace for Inflation: Winners vs. Losers 

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.

10117898_Credit-Markets-Brace-for-Inflation_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  15-Nov-2021  •  12:47 Min

2022: A Year Ahead Without a Consensus  

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Nov-2021

Is Monetary Policy Angst Overdone? 

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.

10126451_Monetary-Policy_Insight-Tile-1x1
 
path solutions-and-multi-asset Solutions & Multi-Asset page
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.

GBaR-Media-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  08-Nov-2021  •  12:45 Min

Market Disconnect? Bond Yields Face-Off Against Inflation Risks 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  08-Nov-2021

Equity Market Commentary - November 2021 

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.

tile-1x1-slimmons-take
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  03-Nov-2021  •  2:42 Min

Sustainable investing and how it impacts corporations and investment managers 

International Equity Team
Bruno Paulson discusses how the increase in sustainable investing regulations is impacting corporations and investment managers.

10090993-Bruno-Video1-_Web_Tile_1x1
Insight thumbnail video icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  03-Nov-2021  •  10:35 Min

FOMC Recap: Policy Optionality Matters - No Rush to Hike Rates  

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  01-Nov-2021  •  12:50 Min

Trouble with the (Yield) Curve? No. Financial Conditions Still Easy 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
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?"

insight-tile-GMA-Viewpoint
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
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.

10165355-Insight-Tile-1x1
Insight thumbnail video icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  25-Oct-2021  •  17:00 Min

A Bearish View on the U.S. Dollar and its Impact on the Market 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  25-Oct-2021

No Margin for Error  

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.

10101608_No-margin-for-error_Email-Tile
 
sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  25-Oct-2021

Engage Autumn 2021 

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

10097003_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  18-Oct-2021  •  12:33 Min

Take it or Leave it: Global Central Banks Are Split on How to Handle Inflation 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Oct-2021

Who Let the Hawks Out? 

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.

10105940_Who-Let-the-Hawks-Out_Insight-Tile-1x1
 
path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  08-Oct-2021

Winter is Coming? 

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.

GBaR-Media-Tile-1x1
 
sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  05-Oct-2021

Climate Transition 

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.

10093280_Climate-Transition_Media-Tile-1x1
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  04-Oct-2021

What Is The Bond Market Thinking? 

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?"

insight-tile-GMA-Viewpoint
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  04-Oct-2021  •  13:38 Min

Stagflation? No! But Watch the Dollar. 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  30-Sep-2021

Why the U.S. Housing Boom Can Continue 

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"

insight-tile-GMA-Viewpoint
 
active-fundamental-equity Active Fundamental Equity video
Insight Video  •  29-Sep-2021  •  1:44 Min

Long-term impact of the pandemic 

International Equity Team
Bruno Paulson discusses what he believes may be the long-term impact of the pandemic.

10090993-Bruno-Video1-_Web_Tile_1x1
Insight thumbnail video icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  27-Sep-2021  •  9:16 Min

Why U.S. Bond Yields Are Rising – and How High They May Go 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  22-Sep-2021  •  11:14 Min

FOMC Recap: Hawkish Dot-plot, but Dovish Presser  

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  20-Sep-2021  •  8:25 Min

Ambiguity, not Volatility, Is the Primary Market Risk Currently – How Will the Fed React? 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Sep-2021

Traversing Peaks 

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.

10091077_GFI-Bulletin_Insight-Tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  14-Sep-2021

Advance Warming 

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.

10084219_GEO-Advance-Warming_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  13-Sep-2021  •  09:20 Min

The Payfors of Taxes, Debt and Inflation May Create a Noisy September 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  10-Sep-2021

Equity Market Commentary - Sept 2021 

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.

tile-1x1-slimmons-take
 
path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  08-Sep-2021

Jackson Hole: Dovish Fed reassures markets 

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.

GBaR-Media-Tile-1x1
 
consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  08-Sep-2021

Turn and Face the Strange 

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.

insight-consilience-tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  07-Sep-2021  •  11:01 Min

The Four Corners of Risk – And Why Yields Can Rise 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  31-Aug-2021

Inflation Outlook – One Year Later 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Outlook – One Year Later"

insight-tile-GMA-Viewpoint
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  30-Aug-2021  •  8:10 Min

Still on Easy Street – But What Are the Risks? 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  23-Aug-2021

The Impact of a Shift From Reflation to Recovery 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  23-Aug-2021

Global Equity Observer: A Collection of Quality Insights – Volume 1 

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.

geo-vol1-Insight-Tile-1x1
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  19-Aug-2021

What's Going On?  

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.

10075552_GFI-Bulletin_Media-Tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  13-Aug-2021

Back to Basics 

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.

10067355_Back-to-Basics_Insight-Tile-1x1
 
tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  10-Aug-2021

The Electric Summer of ’91: India’s Hopes Then and Now 

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.

10070981-Insight-Tile-1x1
 
path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  05-Aug-2021

Is Low US Government Issuance Depressing US 10-Year Yields? 

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.

GBaR-Media-Tile-1x1
 
consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  03-Aug-2021

Everything Is a DCF Model 

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.

insight-consilience-tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron's Corner  •  02-Aug-2021  •  11:45 Min

Money Never Sleeps. . .but Bond Yields Do 

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.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
private-credit-and-equity Private Credit & Equity page
Investment Focus <