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market-pulse news fixed-income Fixed Income audio
Market Pulse  •  06-Apr-2020  •  4:27 Min

Credit Beat with Joseph Mehlman 

Joseph Mehlman
Joseph Mehlman, Head of U.S. Credit, provides timely insights on the fast-changing world of U.S. credit markets. Listen now.

Fixed-Income-Team-Tile
 
market-pulse news fixed-income Fixed Income audio
Market Pulse  •  06-Apr-2020  •  4:44 Min

Credit Check with Richard Ford  

Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Fixed-Income-Team-Tile
 
market-pulse news fixed-income Fixed Income audio
Market Pulse  •  06-Apr-2020  •  6:15 Min

Market Pulse with Jim Caron: A Silver Lining - Volatility Is Dropping 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
 
sustainable-investing private-credit-and-equity Private Credit & Equity page
Sustainable Investing  •  03-Apr-2020

Debunking Six Myths About Climate Investing 

Vikram Raju
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.

Debunking-Climate-Polar-bear-Tile
 
news solutions-and-multi-asset Solutions & Multi-Asset page
News  •  03-Apr-2020

Coronavirus: End of Q1 – time to take stock  

Andrew Harmstone, Manfred Hui, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

insights-coronavirus-andrew-harmstone-march
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  02-Apr-2020

Building a Better Transmission Mechanism: Extending Credit to the Real Economy 

Jim Caron
It's critical to understand the policy reaction functions designed to support markets during times of crisis because it provides insight into which assets may perform best as the economy moves out of the crisis environment.

Fixed-Income-Team-Tile
 
market-pulse active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  02-Apr-2020

Active International Allocation - Market Commentary 

Jitania Kandhari, Ben Rozin
The MSIM Active International Allocation Team offers their perspective on the global markets and the AIA portfolio in the context of the COVID-19 pandemic.

Insight-activeinternationalallocationportfoliomarketcommentary-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  31-Mar-2020

Rating Agencies Action Summary 

Global Fixed Income Team
The COVID-19 crisis has disrupted supply chains of many companies and caused commodity prices to fall. How will rating agencies react to this disruption? The Global Credit research team explores.

Fixed-Income-Team-Tile
 
path news market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Path  •  27-Mar-2020

Coronavirus: Focus shifts to the US 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

insights-coronavirus-andrew-harmstone-march
 
path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  27-Mar-2020  •  1:41 Min

Coronavirus: Focus Shifts to the US AUDIO 

Christian Goldsmith, Andrew Harmstone
Christian Goldsmith, Portfolio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

insights-coronavirus-andrew-harmstone-march
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  23-Mar-2020  •  7:56 Min

Market Pulse with Jim Caron: Encouraging Signs Emerging From Fed & Fiscal Responses 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Audio-Page-Tile
 
path solutions-and-multi-asset Solutions & Multi-Asset page
Path  •  23-Mar-2020

Five Sectors That Cannot Escape Climate Change 

Andrew Harmstone
Climate change is inescapable and many—if not all—governments are responding more decisively than ever. A significant risk is that markets are not pricing in the effects of these policy responses quickly enough. We explore five sectors—financial services, mining, oil and gas, utilities and autos—likely to be hit the hardest.

9802118_Five-Sectors_Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity pdf
Insight Article  •  20-Mar-2020

BIN There, Done That 

Counterpoint Global
BIN There, Done That - How to Reduce the Sources of Forecasting Error

insight-consilience-tile-1x1
 
path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  20-Mar-2020

Coronavirus: At last - initial signs of credible action 

Andrew Harmstone, Manfred Hui
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

insights-coronavirus-andrew-harmstone-march
 
path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  20-Mar-2020  •  01:55 Min

Coronavirus: At last - initial signs of credible action AUDIO 

Christian Goldsmith, Andrew Harmstone
Christian Goldsmith shares the team’s latest market views with a focus on the impact of coronavirus.

insights-coronavirus-andrew-harmstone-march
 
news market-pulse active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  18-Mar-2020

International Equity Team: Coronavirus Impact: Global Brands/Franchise, Quality and Sustain Funds 

International Equity Team
Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Coronavirus-Impact-tile
 
news market-pulse active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  17-Mar-2020

International Equity Team: Coronavirus Impact: International Equity Fund  

International Equity Team
Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Coronavirus-Impact-tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  17-Mar-2020

Financing Climate Change 

William Lock, Bruno Paulson, Dirk Hoffmann-Becking
Banking regulation may force the economy to shift towards a less carbon intensive model more quickly than expected. The International Equity Team discusses.

insight-Financing-Climate-Change_Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  13-Mar-2020

European Central Bank: Looking for Silver Linings in Disappointment 

Anton Heese
The initial market response to the European Central Bank (ECB) meeting on March 12th was disappointment – equity prices fell while Bund yields rose, depsite the ECB actually delivered nearly everything analysts had been expecting from it.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  11-Mar-2020

Energy Market Turmoil: What's Next? 

Global Fixed Income Team
After what was supposed to be a coordinated supply cut by OPEC+ to balance markets and keep oil prices high, Saudi Arabia and Russia instigated an oil price war.

Fixed-Income-Team-Tile
 
market-pulse news solutions-and-multi-asset Solutions & Multi-Asset page
Market Pulse  •  11-Mar-2020

Coronavirus: Positioning Portfolios for a Delayed Recovery 

Andrew Harmstone, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

insight-coronavirus-tailrisk
 
market-pulse news active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  10-Mar-2020

Our Coronavirus Worries Are a Bit Different 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.

9813764-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Macro Insight  •  09-Mar-2020

Living on the Edge 

William Lock, Laura Bottega
Late cycle investors considering a bumpier ride for markets may wish to revisit the attractions of truly active investing to bridge any potential yawning chasms ahead.

insight-livingontheedge_Living-on-the-Edge_Insight-Tile-1x1
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  06-Mar-2020

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual report on ESG engagement activity.

GO-GlboalOpp-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  03-Mar-2020

Emergency Fed Cut: Not a Vaccine, but a Treatment for Symptoms 

Jim Caron
On March 3, the Federal Reserve cut rates by 50 basis points (bps) to between 1-1.25%. What should fixed income investors make of this move?

Fixed-Income-Team-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  02-Mar-2020

Update on Coronavirus and the Markets 

Global Fixed Income Team
By now it’s clear the Coronavirus will have at least a short-term impact on the global economy. The question is, how do fixed income investors move forward?

Fixed-Income-Team-Tile
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  02-Mar-2020

Global Recovery Delayed, But Not Derailed 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Global Recovery Delayed, But Not Derailed."

gma-viewpoint-will-turkey-be-brazil
 
global-fixed-income-bulletin news market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  29-Feb-2020

It's All about Virus 

Global Fixed Income Team
It’s now clear the coronavirus pandemic will have a meaningful impact on the global economy. As long as the virus’s impact remains disruptive rather than destructive, we should be fine, eventually.

9820792_itsallaboutvirus_Insight-Tile-1x1
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-Feb-2020

Why ESG in Fixed Income Investing? 

Joseph Mehlman
Portfolio Manager Joe Mehlman explores the beliefs underpinning the Global Fixed Income team's approach to ESG.

insight-esg-video_Tile-with-play
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-Feb-2020  •  2:14 Min

Four Reasons to Incorporate ESG in Sovereign Bond Investing  

Jim Caron
Head of Global Macro Strategies Jim Caron discusses the potential benefits of using ESG in fixed income.

9806401_Tile-with-play
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-Feb-2020

A Systematic Approach to ESG Integration  

Joseph Mehlman
Head of Credit Joe Mehlman explains how the team incorporates ESG factors in their investment process.

insight-asystematicapproachtoesg_Tile-with-play
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-Feb-2020

ESG: An Essential Component to Securitized Assets  

Gregory Finck
Gregory Finck explains what makes securitized assets a natural fit for incorporating ESG principles.

insight-fixedincomeesgvideo_Tile-with-play
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  25-Feb-2020

How to Read the Drop in U.S. Treasury Yields 

Jim Caron
The U.S. 10 Year has reached historic lows. Jim Caron explores what that could say about the state of the U.S. economy.

Fixed-Income-Team-Tile
 
2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2020 Outlook  •  20-Feb-2020  •  4:25 Min

VIDEO: Not the Usual Suspects 

Andrew Harmstone
This video provides a short summary of GBaR Team's Outlook for 2020

9800236_393x348
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  14-Feb-2020

Applied Equity Advisors: Feb 2020 - Bullish Capitulation – Real Time 

Andrew Slimmon
In his February commentary, Andrew Slimmon muses about the global equity market and wonders whether it has “gone off its rocker” considering the agitated state of affairs in the U.S. and the world.

aea-team
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  12-Feb-2020

The Coronavirus and Its Impact on the Global Market 

Jim Caron
What will be the long-term impact of the Coronavirus on the global economy? Jim Caron thinks it all depends on the shape of the eventual recovery.

Fixed-Income-Team-Tile
 
2020-outlooks active-fundamental-equity Active Fundamental Equity page
2020 Outlook  •  10-Feb-2020

Fading the U.S. FOMO Market and Five Keys to Outperformance in 2020 

Jitania Kandhari, Ben Rozin
If "fear of missing out" has propelled the U.S. stock market over others, what can investors expect from the early years of the 2020s and the decade to come? The Active International Allocation team outlines their five key investment expectations.

9792617-Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  31-Jan-2020

Applied Equity Advisors Monthly Commentary - January 2020  

Andrew Slimmon
Andrew Slimmon recaps 2019, highlighting the benefits of managing style-unconstrained strategies. Going into 2020 he acknowledges that the equity market is a complex beast, yet finds it remarkable how consistently it behaves relative to history.

AEA-2x1-tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-Jan-2020

The Second Mountain 

Laura Bottega, Bruno Paulson
Today’s environmental and social issues offer businesses ample opportunity to focus on purpose as well as profit.

9787483_Second-Mountain_Insight-Tile-1x1
 
2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2020 Outlook  •  24-Jan-2020

Not the Usual Suspects 

Andrew Harmstone
World economic growth appears sufficiently robust to resist recession, but is slowing enough to prompt some governments to implement fiscal stimulus programmes. Heading into 2020, we see the brightest spots for return potential as being outside the usual suspects.

9769267_Not-the-Usual-Suspects_Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  12-Jan-2020

If the economy is so darn good, why are yields so darn low?  

Jim Caron
Data is getting better, but bond yields are not following. What's going on here? Jim Caron explains.

Fixed-Income-Team-Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  07-Jan-2020

Managing Downside Risk with Global Macro Strategies 

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.

9685331-Managing-Downside-Risk-Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  07-Jan-2020

Long-Short Equity Strategies - “Hedging” Your Bets 

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.

Hedging-Your-Bets-Insight-Tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-Dec-2019

Between Scylla and Charybdis  

William Lock, Bruno Paulson
How a quality bias helps investors steer between the twin perils of recession and inflation.

insights-between-scylla-and-charybdis-Tile-1x1
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  31-Dec-2019  •  4 Min

Don’t Overreact to an Early January 

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.

Audio-Page-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  18-Dec-2019

U.S. - China Phase 1: More a Truce Than a Deal, but a Step in the Right Direction 

Jim Caron
On December 15 the U.S. and China stopped the “rock throwing” as no new tariffs were announced by either of the antagonists. And while there is no official deal in place, this “truce” is clearly a good first step, as outlined by Jim Caron.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  13-Dec-2019

December FOMC: Connecting the Dots 

Jim Caron
After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.

Fixed-Income-Team-Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  05-Dec-2019

Equity Market Commentary - December 2019  

Andrew Slimmon
In his December commentary Andrew Slimmon talks about staying in the moment and focusing on “where we are NOW,” not where we might be six months or a year from now.

aea-team
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  04-Dec-2019

Alternative Risk Premia: Taking Control of Your Exposures 

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.

9698769-Digital-Assets-Insight-Tile-1x1
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  04-Dec-2019  •  4 Min

Capitulation is Just Commencing 

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.

Audio-Page-Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  02-Dec-2019

Alternative Lending: Why Today and Through the Credit Cycle? 

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.

9726315-Insight-Tile-1x1
 
sustainable-investing global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  29-Nov-2019

The ESG Advantage 

Vladimir Demine, William Lock, Bruno Paulson
Does investing in companies with sound ESG practices mean investing in better companies?

9757918-Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  27-Nov-2019

Top 10 for ‘20 

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.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  19-Nov-2019

From Mid-Cycle Reset to Cyclical Recovery 

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).

Fixed-Income-Team-Tile
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  18-Nov-2019

Normalization Continues 

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.

NovGFIBulletinTile
 
sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  14-Nov-2019

ESG Investing: Living in a Material World 

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.

insight-esginvestinglivinginamaterialworld-tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  14-Nov-2019

Equity Market Commentary - November 2019  

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.

aea-team
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  13-Nov-2019  •  4 Min

The S&P 500 Has Broken Out to New Highs, Now What?  

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.

Audio-Page-Tile
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  08-Nov-2019

Our Formula for Earnings Resilience 

Laura Bottega
In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.

Our-Formula-Insight-Tile-1x1
 
fixed-income Fixed Income page
Insight Article  •  07-Nov-2019

The Real Problem with Low Yields 

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.

insight_the-real-problem-with-low-yields-tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-Oct-2019

Exploring Pricing Power 

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.

9728251-Insight-Tile-1x1
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  25-Oct-2019  •  4 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.

Audio-Page-Tile
 
fixed-income Fixed Income video
Insight Video  •  22-Oct-2019

3Q19 Review/Outlook: Global Fixed Income Opportunities 

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.

9740213-Tile-with-play
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  22-Oct-2019

Engage - Fall 2019 

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

engage-sustainability-report
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  17-Oct-2019

Reversal Month 

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.

9700290_Web_Tile_v1
 
solutions-and-multi-asset Solutions & Multi-Asset video
Insight Video  •  14-Oct-2019

VIDEO: Peak Car—or Just Bumps in the Road? 

Andrew Harmstone, Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

9711575_393x348-CG
 
sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  10-Oct-2019

ESG and Sovereign Fixed Income Investing: A Better Way 

Teal Emery, Jim Caron
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.

insight-esg-sovereign-fixed-income-investing-tile
 
path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  30-Sep-2019

Peak Car—or Just Bumps in the Road? 

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?

9679502_Web_Tile
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  30-Sep-2019

Plastic Matters 

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.

9698724_Insight_Tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  27-Sep-2019

Compounding in Health Care 

Marcus Watson
Where can you find high quality investments in the health care sector? Marcus Watson from our International Equity Team shares his views.

9681779_Insight_Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  25-Sep-2019

Equity Market Commentary - September 2019  

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.

aea-team
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  20-Sep-2019

Volatility and Uncertainty Continue 

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?

9679613_Web_Tile_v1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  16-Sep-2019

ECB Action Puts Pressure on Fed 

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.

Fixed-Income-Team-Tile
 
active-fundamental-equity Active Fundamental Equity video
Insight Video  •  10-Sep-2019

The Power of Compounders with William Lock 

William Lock
William Lock explains why he believes a company’s intangible assets are integral to achieving sustainably high returns.

william-lock-compounders
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  09-Sep-2019

Corporates Under Pressure 

Bruno Paulson
Bruno Paulson discusses how regulatory and technological change has made environmental and social concerns even more important than before.

9647556-Corp-Under-Pressure-Insight-Tile
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  05-Sep-2019

Software & Services 

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.

9642900-Leaders-in-ESG-Tech-Insight-Tile
 
path solutions-and-multi-asset Solutions & Multi-Asset video
PATH  •  04-Sep-2019

VIDEO: Tug-of-War 

Andrew Harmstone, Manfred Hui
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

9667669_393x348-SL
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  04-Sep-2019

Consumer Staples 

Nic Sochovsky
How can a company differentiate itself? Get its environmental and social policies right. The International Equity Team’s Nic Sochovsky explains.

9641969-ESG-Leaders-Consumer-Staples-Assets-Insight-Tile
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  03-Sep-2019

25-50 of the Highest Quality Stocks in the World 

International Equity Team
Global Sustain is a high-quality, low carbon portfolio using bottom-up fundamental analysis and active engagement with company management.

global-sustain-fund-campaign-article-tile-blue
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  02-Sep-2019

Pay X-Ray 

Alex Gabriele
Vladimir Demine discusses how certain compensation scheme practices – such as earnings adjustments – may be red flags.

insight-Pay X-Ray-Insight Tile
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  29-Aug-2019

Knock-On Effects 

Laura Bottega
What does material mean? Laura Bottega discusses the factors that may influence the sustainability of returns.

insight-Knock-on Effects-Tile
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  28-Aug-2019

Tackling Plastics 

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.

9653922_Tackling_Plastics-Insight_Tile
 
path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  27-Aug-2019

Tug-of-War 

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.

9656921_Web_Tile_v1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  23-Aug-2019

The Two Risks We Manage: Earnings and Multiples 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Should equity investors be worrying about multiple threats? Bruno Paulson talks earnings and multiples.

9653891_Insight_Tile
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  19-Aug-2019

Just When It Looked Safe to Go Back in the Water  

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.

9648446_Web_Tile_v1
 
fixed-income Fixed Income video
Insight Video  •  07-Aug-2019  •  2:03 Min

A World of Fixed Income Opportunities 

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.

9645979-Tile-with-Play
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  05-Aug-2019

Equity Market Commentary 

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.

AEA-2x1-tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  25-Jul-2019

Expect the Unexpected from the ECB 

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.

Fixed-Income-Team-Tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  19-Jul-2019

Rebuilding Moats in the Digital Age 

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.

sandbags
 
path solutions-and-multi-asset Solutions & Multi-Asset video
PATH  •  18-Jul-2019

VIDEO: An Holistic Approach to the World’s Water Woes 

Andrew Harmstone, Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

CG_393x348
 
path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  18-Jul-2019

An Holistic Approach to the World’s Water Woes 

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.

shipping dock
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  17-Jul-2019

Central Banks Poised to Keep the Expansion Rolling 

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.

9624876_Web _Tile_v1
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  12-Jul-2019

European and Japanese investors: Consider not fully hedging your USD exposure 

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.

Pending
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  25-Jun-2019

Journey Into The Unknown 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Journey into the unknown: the International Equity Team talks politics, profits and pricing power.

Rope bridge leading into mist
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  25-Jun-2019

Déjà vu...Maybe Not 

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.

Vertically reflected image of architectural glass
 
video
Insight Video  •  24-Jun-2019

Diversification and Beyond 

Andrew Slimmon, head of Applied Equity Advisors, believes there are key elements an advisor should look for when choosing a global fund.

Andrew Slimmon Portrait
 
solutions-and-multi-asset Solutions & Multi-Asset video
Insight Video  •  04-Jun-2019

Applied Equity Advisors Investment Process  

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.

Andrew Slimmon Portrait
 
path solutions-and-multi-asset Solutions & Multi-Asset video
PATH  •  31-May-2019

VIDEO: Midgame 

Andrew Harmstone, Manfred Hui
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

9605122_GBaR-June-393x348
 
path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  31-May-2019

Midgame 

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.

shipping dock
 
solutions-and-multi-asset Solutions & Multi-Asset video
Insight Video  •  30-May-2019

Andrew Slimmon's Outlook on the Current Markets 

Leslie Delany, Andrew Slimmon
Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.

andrew slimmon
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  28-May-2019

An Introduction to Alternative Lending 

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.

man on phone
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  23-May-2019

How Flexible is Your Approach? 

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.

9576586-AEA-Golf-Insight-Tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  17-May-2019

Credit Where Credit Is Due 

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.

china flag
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  16-May-2019

And the Beat Goes On... 

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.

Digital display of volume levels
 
solutions-and-multi-asset Solutions & Multi-Asset pdf
Insight Article  •  15-May-2019

Applied Equity Advisors May 2019 Commentary  

Andrew Harmstone
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.

aea-team
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  09-May-2019

An Emerging Markets Approach to ESG: Our Progress 

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.

emerging-markets-approach-esg-progress
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  29-Apr-2019

A Tale of Risk  

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.

9546294-tile
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  17-Apr-2019

Goldilocks Redux? 

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.

9546772_Web_Tile
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  17-Apr-2019

Engage - Spring 2019 

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

engage-sustainability-report
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  16-Apr-2019

Compounding with a Conscience 

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.

collection of glass orbs featuring regions of the globe
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  12-Apr-2019

In Search of a Late-Cycle Buffer 

William Lock, Dirk Hoffmann-Becking
The International Equity Team asks: is it time to deploy a late-cycle buffer?

9534088_Insight-tile
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  27-Mar-2019

Being Principled, Without Sacrificing Return 

William Lock
William Lock explains why there is no need for compromise between returns and principles.

9525865-William-Lock-Tile-with-play
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  27-Mar-2019

ESG Focus Adds Value For Our Clients 

Vladimir Demine
Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.

9525865-Vladimir-Demine-Tile-with-play
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  27-Mar-2019

Investing Wisely By Avoiding Permanent Destruction of Capital 

Jill Ytuarte
Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.

9525865-Jill-Ytuarte-Tile-with-play
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  27-Mar-2019

Holistic and Responsible Investing in a Rapidly Changing World 

William Lock
Laura Bottega discusses how global factors encourage companies to balance profit and ESG.

9525865-Laura-Bottega-Tile-with-play
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  20-Feb-2019

Not Out of the Woods Yet 

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.

9486688-Tile
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  17-Dec-2018

ESG Scores 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
ESG Scores: Comparing apples to oranges

Global-Sustain-Articles-Insight-Tile-ESG-Scores
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  13-Dec-2018

The Value of Engagement 

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.

Global Sustain Articles-Insight-Tile-Engagement
 
edge active-fundamental-equity Active Fundamental Equity page
EDGE  •  31-Aug-2017

Autonomous Vehicles 

Counterpoint Global
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.

edge-autonomous-vehicle
 
 

 

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