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Investment Insight
• 04-Dec-2019
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Patrick Reid,
Gary Chan
ARP have the potential to mitigate downside
risk, while in many cases still generating
positive returns in a liquid and costefficient
way.
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Market Alert
• 04-Dec-2019
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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.
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Investment Insight
• 02-Dec-2019
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Robert M. Rafter
Amid concerns about potentially unsteady and down markets, we believe two of the strategies employed by global macro managers are particularly worthy of consideration today: tail risk and long volatility.
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Investment Insight
• 02-Dec-2019
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Kenneth Michlitsch
Against a backdrop of low interest rates and tight corporate credit spreads, investors struggle to find sufficient yield from traditional fixed income. Fintech-driven alternative lending is a nascent, consumer-focused private credit asset class that potentially offers yield pick-up, as well as duration and diversification benefits.
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Market Pulse
• 27-Nov-2019
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Jim Caron
In our view, 2019 was a mid-cycle reset where the Fed cut rates three times, capital expenditure bottomed out and global GDP slowed. The bad news is that yields are low and investors are long on duration, a big risk given that the Fed will likely stay on the sidelines and not lower rates in 2020.
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Market Pulse
• 19-Nov-2019
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Jim Caron
This time last year the market projected the economy was headed into a recession, and the Fed engaged in a policy mistake by planning to hike rates above 3.00%. Instead, what we realized was 75bps of rate cuts along with cuts from global central banks and a restart of quantitative easing (QE).
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Global Fixed Income Bulletin
• 18-Nov-2019
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Global Fixed Income Team
In many ways, October was a continuation of the developments that started in September. Yet the Global Fixed Income Team now believes fixed income markets have reached a fork in the road: Either data will get better as geopolitical risks recede, or we will return to trade war concerns and deteriorating economic fundamentals.
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Sustainability Insight
• 14-Nov-2019
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Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results and improved stock price performance? In our mind, the answer is a resounding yes. The key is materiality.
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Market Outlook
• 14-Nov-2019
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Andrew Slimmon
In his latest commentary Andrew Slimmon notes that the S&P 500 has finally broken out of its year-and-a-half trading range, and could end the year near 3200.
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Market Alert
• 13-Nov-2019
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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.
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Macro Insight
• 08-Nov-2019
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Laura Bottega
In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.
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Macro Insight
• 07-Nov-2019
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Jim Caron
Fixed income plays a special role in managing risk because it tends to be a safer, more liquid and less volatile asset. We still think that is largely true, however, there is a catch. Traditional bond strategies may be less effective in acting as a hedge and also have less appreciation potential than when yields were higher.
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Global Equity Observer
• 31-Oct-2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Why is pricing power important? The International Equity Team explains why it is a key attribute of quality compounders.
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Macro Insight
• 30-Oct-2019
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Andrew Harmstone,
Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Market Alert
• 25-Oct-2019
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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.
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Market Outlook
• 22-Oct-2019
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Christian Roth
The direction and magnitude of interest rate moves over the past year has been truly breathtaking. Chris Roth discusses the catalysts for these changes.
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Sustainability Insight
• 22-Oct-2019
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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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Global Fixed Income Bulletin
• 17-Oct-2019
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Global Fixed Income Team
What three principle reasons led to the sell-off in September and how have they impacted our positioning? The Global Fixed Income Team discusses.
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Investment Insight
• 16-Oct-2019
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Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.
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Macro Insight
• 14-Oct-2019
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Andrew Harmstone,
Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Investment Insight
• 14-Oct-2019
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Eric Stampfel
Faced with market uncertainties, investors may be seeking ways to de-risk. Long-short equity strategies have the potential to provide steady gains even in down markets.
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Sustainability Insight
• 10-Oct-2019
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Jim Caron,
Teal Emery
As environmental, social and governance (ESG) factors become more broadly incorporated into investment decision-making, sovereign fixed income investors are grappling with the best way to benchmark and quantify these factors across a diverse group of countries. Morgan Stanley Investment Management has developed what we consider to be a better approach.
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Macro Insight
• 30-Sep-2019
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Andrew Harmstone
The global auto industry has recently experienced a disruptive slide where registrations, demand and production have all slumped across the world. Have we hit “Peak Car“—or just some bumps in the road?
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GLOBAL EQUITY OBSERVER
• 30-Sep-2019
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Vladimir Demine,
William Lock,
Bruno Paulson
Why engage? To get the full story. The International Equity team discusses what’s driving change for consumer staples and plastic.
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Global Equity Observer
• 27-Sep-2019
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Marcus Watson
Where can you find high quality investments in the health care sector? Marcus Watson from our International Equity Team shares his views.
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Market Outlook
• 25-Sep-2019
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Andrew Slimmon
Markets have experienced a series of “recession scares.” Yet Andrew Slimmon maintains that the U.S. stock market will break out during the fourth quarter of 2019, with the S&P 500 ending the year well north of 3,000.
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Global Fixed Income Bulletin
• 20-Sep-2019
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Global Fixed Income Team
Why have government bonds and other fixed income assets prevailed in the current market environment while other sectors and asset classes have struggled?
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Market Pulse
• 16-Sep-2019
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Jim Caron
The ECB's recent actions have put pressure on the Fed to take some action of their own. Jim Caron from the Global Fixed Income Team shares his views.
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Sustainability Insight
• 05-Sep-2019
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Marcus Watson
Understanding the connection between ESG and performance can positively impact employee recruitment, retention and engagement, says the International Equity Team’s Nathan Wong and Richard Perrott.
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Macro Insight
• 04-Sep-2019
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Andrew Harmstone,
Manfred Hui
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Sustainability Insight
• 04-Sep-2019
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Nic Sochovsky
How can a company differentiate itself? Get its environmental and social policies right. The International Equity Team’s Nic Sochovsky explains.
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Sustainability Insight
• 03-Sep-2019
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International Equity Team
Global Sustain is a high-quality, low carbon portfolio using bottom-up fundamental analysis and active engagement with company management.
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Sustainability Insight
• 02-Sep-2019
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Alex Gabriele
Vladimir Demine discusses how certain compensation scheme practices – such as earnings adjustments – may be red flags.
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Sustainability Insight
• 29-Aug-2019
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Laura Bottega
What does material mean? Laura Bottega discusses the factors that may influence the sustainability of returns.
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Sustainability Insight
• 28-Aug-2019
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Vladimir Demine
Vladimir Demine explains how a company's attention to plastic consumption may not only benefit the environment, but also create opportunities to differentiate itself.
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Macro Insight
• 27-Aug-2019
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Andrew Harmstone
Tariffs applied during the U.S.-China trade war have paradoxically not raised U.S. inflation. In our latest insight, Tug-of-War: We examine the tug-of-war pitting the direct inflationary effects of tariffs against the indirect deflationary impact of other forces at play.
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Global Equity Observer
• 23-Aug-2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Should equity investors be worrying about multiple threats? Bruno Paulson talks earnings and multiples.
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Global Fixed Income Bulletin
• 19-Aug-2019
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Global Fixed Income Team
We were set for a quiet August, but financial markets had other plans. The Global Fixed Income Team believes this change of events should be taken seriously.
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Christian Roth
The U.S. fixed income market is less than half of the global fixed income market. Chris Roth of the Global Fixed Income Team discusses the importance of considering international fixed income investments.
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Macro Insight
• 05-Aug-2019
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Andrew Slimmon
Why were recent stock markets at all-time highs? Andrew Slimmon details the underpinnings of those markets and his outlook on what's next.
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Market Pulse
• 25-Jul-2019
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Anton Heese
The ECB changes course and gets ready to announce a package of easing measures. The Global Fixed Income team shares their views on what’s to come.
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Global Equity Observer
• 19-Jul-2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.
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Macro Insight
• 18-Jul-2019
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Andrew Harmstone,
Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
• 18-Jul-2019
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Andrew Harmstone
The high usage and scarcity of water have become consequential issues not only for human health, but for the global economy. A lot of economic activity is reliant on water—a lot of water. We review the interconnectedness of the world’s water issues, illustrates the impact of water stress on important industries and encourage investors to consider water issues when making decisions.
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Global Fixed Income Bulletin
• 17-Jul-2019
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Global Fixed Income Team
Central Banks seem poised to do all in their power to keep the expansion rolling. The Global Fixed Income team shares their review of the first half of 2019 and their outlook for the second half.
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Global Fixed Income Insights
• 12-Jul-2019
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Sahil Tandon,
Warren Mar,
Eric Baurmeister
Europe- and Japan-based investors typically hedge all USD exposure, but is this the best practice? The Emerging Markets Debt Team shares why they believe it may not be.
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Global Equity Observer
• 25-Jun-2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Journey into the unknown: the International Equity Team talks politics, profits and pricing power.
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Global Fixed Income Bulletin
• 25-Jun-2019
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Global Fixed Income Team
Fixed income markets are behaving a lot like last year. Is this déjà vu? We don’t think so. The key difference is that the Fed is in play and can cut rates. The Global Fixed Income Team shares their view.
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Market Outlook
• 04-Jun-2019
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Leslie Delany,
Andrew Slimmon
A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
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Andrew Harmstone,
Manfred Hui
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
• 31-May-2019
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Andrew Harmstone
After a growth scare in the fourth quarter of 2018, global economies may not be heading towards a recession—but U.S./China trade tensions may delay recovery.
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Market Outlook
• 30-May-2019
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Leslie Delany,
Andrew Slimmon
Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.
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Investment Insight
• 28-May-2019
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Kenneth Michlitsch
Alternative lending is an asset class borne of bank disintermediation and technological innovation. In this paper, Ken Michlitsch shares his insights on the space.
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Macro Insight
• 23-May-2019
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Leslie Delany,
Andrew Slimmon
The best golfers have to be flexible and experienced enough to effectively hit any number of difficult shots. We think the same holds true for portfolio managers and their approach to managing money.
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Global Equity Observer
• 17-May-2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
With shadow banking subdued, the International Equity Team considers the risks involved in the new Chinese corporate debt.
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Global Fixed Income Bulletin
• 16-May-2019
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Global Fixed Income Team
The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.
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Market Outlook
• 15-May-2019
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Andrew Harmstone
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.
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Sustainability Insight
• 09-May-2019
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Global Emerging Markets Team
The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.
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Macro Insight
• 29-Apr-2019
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Andrew Harmstone
Effective risk management means understanding the critical difference between “risk” events and “uncertain” events. We explore the issue, and possible solutions, in our latest outlook, A Tale of Risk.
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Global Fixed Income Bulletin
• 17-Apr-2019
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Global Fixed Income Team
Optimism abounds that the markets are on the right path for 2019, and we agree! We believe easy monetary policy and lower real yields will support economies and lengthen the business cycle. The Global Fixed Income Team shares their views.
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Sustainability Insight
• 17-Apr-2019
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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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Sustainability Insight
• 16-Apr-2019
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Vladimir Demine,
William Lock,
Bruno Paulson
The International Equity Team’s discusses its latest offering, Global Sustain, and why understanding ESG factors is essential for successful compounding.
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Global Equity Observer
• 12-Apr-2019
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William Lock,
Dirk Hoffmann-Becking
The International Equity Team asks: is it time to deploy a late-cycle buffer?
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Macro Insight
• 12-Apr-2019
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Richard Ford
Ric Ford, Head of Global Credit, shares his views on how reversing negative factors are creating a positive outlook for Europe and European credit.
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Sustainability Insight
• 27-Mar-2019
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Vladimir Demine
Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.
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Sustainability Insight
• 27-Mar-2019
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William Lock
William Lock explains why there is no need for compromise between returns and principles.
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Sustainability Insight
• 27-Mar-2019
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William Lock
Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
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Sustainability Insight
• 27-Mar-2019
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Jill Ytuarte
Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.
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Global Fixed Income Bulletin
• 20-Mar-2019
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Global Fixed Income Team
Central banks becoming more dovish, U.S.-China relations and Brexit have left uncertainty hanging over the markets. Where will we go from here? The Global Fixed Income team shares their views.
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Macro Insight
• 19-Mar-2019
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Andrew Harmstone
Major infrastructure programmes might be the key to reducing the risk of global recession and getting the economy “on the road again.”
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Market Outlook
• 19-Mar-2019
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Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
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GLOBAL EQUITY OBSERVER
• 13-Mar-2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Find out why company management getting “strategic” is a red flag for the International Equity Team.
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Sustainability Insight
• 07-Mar-2019
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Kristian Heugh,
Marc Fox
The Global Opportunity Team shares its new annual report on ESG engagement activity.
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Macro Insight
• 07-Mar-2019
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Morgan Stanley Infrastructure Partners
Morgan Stanley Infrastructure Partners invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.
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Market Outlook
• 28-Feb-2019
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Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
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Macro Insight
• 21-Feb-2019
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Christian Goldsmith
In late 2018, the GBaR team’s defensive positioning helped protect portfolios from falling equity markets. A common question from clients as the team entered 2019 was ‘what would make you more positive on equities?’ Watch Christian Goldsmith, Portfolio Specialist of the GBaR team’s latest market update video to explain.
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Global Fixed Income Bulletin
• 20-Feb-2019
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Global Fixed Income Team
2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.
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Global Equity Observer
• 20-Feb-2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
January brought better news, but beware straying from the high-quality path, warns the International Equity Team’s Bruno Paulson – we’re not out of the woods yet.
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Macro Insight
• 19-Feb-2019
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Andrew Harmstone
Climate change is pushing us to reach political, social and economic “tipping points.” The MSIM GBaR team examines the implications for investors.
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Global Multi-Asset Viewpoint
• 31-Jan-2019
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MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".
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Global Fixed Income Bulletin
• 22-Jan-2019
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Global Fixed Income Team
With a turbulent end to 2018, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2019.
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Global Equity Observer
• 15-Jan-2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Could falling earnings and a liquidity squeeze prove toxic to asset prices? Where to hide? Asks Morgan Stanley’s International Equity Team.
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Sustainability Insight
• 07-Jan-2019
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Sarah Harrison,
Joseph Mehlman
Can you incorporate ESG investing into a fixed income portfolio without giving up yield? The Global Fixed Income Team shares why they believe the answer is a resounding yes.
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Market Outlook
• 31-Dec-2018
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Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary
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GLOBAL EQUITY OBSERVER
• 17-Dec-2018
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International Equity Team
A fast-paced hare may seem the more enticing investment, but if your goals are long-term, then the tortoise is a better fit. Bruno Paulson talks compounders.
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Global Fixed Income Insights
• 17-Dec-2018
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Sahil Tandon,
Warren Mar,
Eric Baurmeister
2018 was a challenging year for emerging markets, but the market may be setting up the asset class for a rebound in 2019. The Emerging Markets Debt Team discusses.
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Sustainability Insight
• 17-Dec-2018
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
ESG Scores: Comparing apples to oranges
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Sustainability Insight
• 14-Dec-2018
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William Lock
The higher the quality of a company, the more important its governance, says William Lock of Morgan Stanley.
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Global Fixed Income Bulletin
• 14-Dec-2018
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Global Fixed Income Team
As the weather has cooled, so have the markets. The Global Fixed Income Team shares their outlook for investment opportunities in 2019.
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Sustainability Insight
• 13-Dec-2018
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.
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Macro Insight
• 13-Dec-2018
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Ruchir Sharma
What is in store for emerging markets after the mania for tech passes? The Global Emerging Markets Team shares their perspective.
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Investment Insight
• 31-Aug-2017
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Stan Delaney
Counterpoint Global researches autonomous vehicles, which use a suite of sensors, actuators and a central computer to "perceive" the environment and automate the driving process. This technology could change our perception of personal transportation.
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