|
carons-corner
audio
|
Caron's Corner
• 05-Jun-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 30-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 22-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
market-alert
audio
|
Market Alert
• 16-May-2023
|
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.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 08-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
path
page
|
PATH
• 05-May-2023
|
Andrew Harmstone, Jim Caron
While the risk of a recession in the short term appears to have diminished, the overall effects of central bank tightening have yet to be fully felt. Despite the recent improvement in data, balanced portfolio diversification remains crucial. Read here how we are addressing this.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 03-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 01-May-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 24-Apr-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 17-Apr-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 10-Apr-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
path
page
|
PATH
• 05-Apr-2023
|
Andrew Harmstone, Jim Caron
We continue to expect short-term turbulence in the wake of banking sector volatility. With U.S. inflation slowing, the Fed’s signal that it is close to ending its hiking should help avoid a sharper recession. See how we are responding.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 03-Apr-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 31-Mar-2023
|
Laurel Durkay, Angeline Ho, Desmond Foong
The MSIM Global Listed Real Assets Team explores why the time is ripe to invest opportunistically in Hong Kong and China.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 27-Mar-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 22-Mar-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 20-Mar-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 13-Mar-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 08-Mar-2023
|
Andrew Harmstone, Jim Caron
The traditional 60% equity / 40% bond portfolio will not work well when asset returns are highly correlated. Employing a balanced and active management approach to achieve more stable risk-adjusted returns may prove superior and the overriding goal of the Global Balanced Risk Control Strategy.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 06-Mar-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, looks at the risks associated with the traditional 60/40 portfolio.
|
|
|
|
path
page
|
PATH
• 03-Mar-2023
|
Andrew Harmstone, Jim Caron
Strong jobs and inflation prints have led markets to expect a hawkish Fed in the short term, but a closer look at high-frequency jobs data suggests cooling. This labour rebalancing could change the inflation narrative and lead to a rally.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 27-Feb-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 13-Feb-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 08-Feb-2023
|
Seema Hingorani
Now more than ever, asset managers are acknowledging the critical role that talent retention plays in building long-term success. In this piece, Seema Hingorani, Managing Director and Strategic Client and Talent Engagement Lead, explores the talent-retention challenges and opportunities that exist in the industry today, while also examining the specific steps that can be taken to nurture diverse talent, while promoting a more diverse and inclusive workplace.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 06-Feb-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 01-Feb-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 31-Jan-2023
|
Barbara Calvi
While the Fixed Income team expects macro headwinds will continue to have an impact in 2023, a rebounding sustainable bond market can continue feeding opportunities for fixed income investors.
|
|
|
|
global-multi-asset-viewpoint
page
|
Global Multi-Asset Viewpoint
• 31-Jan-2023
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "2023 Global Multi-Asset Team Outlook"
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 31-Jan-2023
|
Fixed Income Team
The prospect of less hawkish central bank policy should be supportive for short duration assets in 2023, according to the Broad Markets Fixed Income Team. They explore in this new whitepaper.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 30-Jan-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 25-Jan-2023
|
Matthew King
The MSIM Global Listed Real Assets Team explores how even in the likelihood of economic downturn in 2023, listed infrastructure is expected to have resilient earnings, strong cash flow, and unimpacted capital programs.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 23-Jan-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 17-Jan-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 12-Jan-2023
|
Laurel Durkay
The MSIM Global Listed Real Assets Team explores how a possible recovery in the credit market during 2023 can fuel M&A activity and favorable REIT returns.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 09-Jan-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 09-Jan-2023
|
Andrew Harmstone, Jim Caron
The Global Balanced Risk Control team discuss the three key trends they foresee for 2023 and the investment implications.
|
|
|
|
path
page
|
PATH
• 05-Jan-2023
|
Andrew Harmstone, Manfred Hui
We expect a transitional year for energy, with higher oil and gas prices leading to some market rebalancing after disruptions last year. These energy dynamics are key to the inflation story, which in turn is likely to determine asset performance in 2023.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 19-Dec-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 14-Dec-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
engagement-report global-equity-observer
page
|
Engagement Report
• 12-Dec-2022
|
International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 12-Dec-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 05-Dec-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
path
page
|
PATH
• 05-Dec-2022
|
Andrew Harmstone, Manfred Hui
The U.S. labour market post-Covid imbalance appears to be starting to normalise. In contrast, Europe’s labour market appears tighter, with wage growth increasing the risk of persistent core inflation. We discuss these dynamics and what they mean for growth and positioning.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 28-Nov-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 14-Nov-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
market-alert
audio
|
Market Alert
• 14-Nov-2022
|
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.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 07-Nov-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 04-Nov-2022
|
All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Group has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.
|
|
|
|
path
page
|
PATH
• 03-Nov-2022
|
Andrew Harmstone, Manfred Hui
As supply-chain constraints ease and goods inflation normalises, many expect US inflation to fall--but pressure remains elevated in services due to tight labour market conditions. Read how these continued headwinds are impacting our positioning.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 02-Nov-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 31-Oct-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 17-Oct-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 10-Oct-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 10-Oct-2022
|
Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his October TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.
|
|
|
|
path
page
|
PATH
• 06-Oct-2022
|
Andrew Harmstone, Manfred Hui
The energy crisis is having differing impacts on net energy importers and exporters. We discuss the implications for currencies, bonds and tactical positioning.
|
|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 03-Oct-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 01-Oct-2022
|
Andrew Harmstone, Li Zhang, Chiara Sirani
With society at large reliant on natural resources, biodiversity loss can have a devastating social and economic cost. Companies across many sectors are at risk. The Global Balanced Risk Control team discusses why investors should pay attention to companies’ impact on biodiversity loss and what they can do to drive positive change.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 29-Sep-2022
|
Eric Carlson, Jitania Kandhari, Eduardo Wisbrun
The Achilles heel of Brazil is its fiscal situation. Once past this inflation cycle, Brazil’s economy should grow based on private sector investment, thriving agricultural and commodity sectors and a credible central bank. But restoring the fiscal anchor will be the primary economic challenge for the upcoming administration.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 26-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 22-Sep-2022
|
Fixed Income Team
August ended the summer flirtation with bull market dreams. After strong recoveries in July, bond markets turned down once again in August, generating large negative returns. Yields, spreads, and equities have not (at least yet) returned to their June nadir.
|
|
|
|
inflation
market-pulse
page
|
Market Pulse
• 21-Sep-2022
|
Jim Caron
Inflation could reverse a downward course based on changes in supply chains or labor shortages, keeping it higher than target levels, and for longer than expected, explains Jim Caron, Portfolio Manager and Chief Fixed Income Strategist.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 21-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 19-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 12-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
inflation
path
page
|
PATH
• 08-Sep-2022
|
Andrew Harmstone, Manfred Hui
The conundrum faced by central banks continues as they seek to control inflation, at the risk of pushing economies into recession. The Global Balanced Risk Control team discuss the investment implications and tactical allocations to navigate this complex environment.
|
|
|
|
market-alert
audio
|
Market Alert
• 07-Sep-2022
|
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.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 06-Sep-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
inflation
video
|
Inflation
• 01-Sep-2022
|
Jitania Kandhari
What are the key investment trends as 2022 continues to unfold amid geopolitical tensions, rising inflation and slowing global growth?
|
|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 29-Aug-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
path
page
|
PATH
• 09-Aug-2022
|
Andrew Harmstone, Manfred Hui
Evidence suggest that the recent strength in developed markets may just be a bear market rally with further downside potentially on the way. Here is how the GBaR team think about investment allocation to reflect the outlook.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 08-Aug-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 04-Aug-2022
|
⠀
We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 02-Aug-2022
|
Jitania Kandhari,
Amay Hattangadi
In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.
|
|
|
|
page
|
Insight Article
• 01-Aug-2022
|
Victoria Li, Alana FitzGerald, Jim Caron, Richard Ford, Joseph Mehlman
Despite macro uncertainties, global capital spending continues to surge after a period of short-lived contraction in 2020, powering the post-pandemic economic recovery. The Investment Grade Credit team explains how this might impact market sectors.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 01-Aug-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
market-alert
audio
|
Market Alert
• 29-Jul-2022
|
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.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 27-Jul-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 25-Jul-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 18-Jul-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
convergence
page
|
Convergence
• 12-Jul-2022
|
Counterpoint Global
Blockchain technologies have unique capabilities that can enable an interoperable marketplace for voluntary carbon offsets – solving a number of issues with the existing market, such as significant variance in underlying quality of offsets – and thus have an opportunity to play a role in decarbonizing the global economy.
|
|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 11-Jul-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
|
|
|
|
inflation
path
page
|
PATH
• 06-Jul-2022
|
Andrew Harmstone, Manfred Hui
As inflation remains high, central banks may seek further tightening while growth weakens. The Global Balanced Risk Control team share their thoughts on an optimal asset allocation to weather through the turbulent times.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 05-Jul-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
inflation
global-equity-observer
page
|
Global Equity Observer
• 28-Jun-2022
|
Bruno Paulson,
Laura Bottega
If you’ve noticed your rolls of paper towels getting slimmer, and beverage cans getting smaller, you may be experiencing Shrinkflation. The International Equity team explores the role inflation plays, and why now is a good time to own compounders.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 27-Jun-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 23-Jun-2022
|
Najmul Hasnain
Saudi Arabia is in the midst of an ambitious and transformative program of social and economic reforms designed to wean the economy off its dependence on the oil sector. Najmul Hasnain, Head of the Saudi Arabia Equity Team, explores.
|
|
|
|
inflation
market-pulse
page
|
Market Pulse
• 23-Jun-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his views on inflation.
|
|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 21-Jun-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
market-alert
audio
|
Market Alert
• 21-Jun-2022
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 08-Jun-2022
|
Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his June TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.
|
|
|
|
inflation
carons-corner
audio
|
Caron's Corner
• 06-Jun-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
engagement-report
page
|
Engagement Report
• 06-Jun-2022
|
Marte Borhaug
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 02-Jun-2022
|
Candy Chao,
Steven Quattry
Climate concerns and geopolitical events will revive policy makers support for nuclear power: a safe, reliable and carbon-free source of energy. Steven Quattry, Candy Chao and Jorge Chirinos of the Emerging Markets Equity team explain.
|
|
|
|
sustainable-investing
convergence
page
|
Convergence
• 30-Apr-2022
|
Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 25-Apr-2022
|
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.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 30-Dec-2021
|
Alex Gabriele
Blockchain technology not only underpins cryptocurrencies but has the potential to alter existing industry dynamics and encourage cooperation among natural competitors, resulting in greater efficiencies and higher quality. Alex Gabriele of the International Equity team explains.
|
|
|
|
edge
page
|
EDGE
• 26-Dec-2021
|
Counterpoint Global
After decades of development in garages and hobby shops, small drones are finally ready to make an impact in the enterprise. We discuss the evolution of enterprise drones and how the technology could disrupt small package delivery and aerial data collection. We also discuss the regulatory and societal challenges facing the enterprise drone industry today and highlight recent progress towards overcoming those challenges.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 24-Nov-2021
|
Nathan Wong
Something unusual is underfoot: company profit warnings caused by a lack of supply, rather than an unexpected drop in demand. In this environment pricing power is vital to profit margin, as the International Equity team explains.
|
|
|
|
sustainable-investing
video
|
Sustainable Investing
• 26-Oct-2021
|
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.
|
|
|
|
sustainable-investing
engagement-report
page
|
Engagement Report
• 25-Oct-2021
|
Vladimir Demine
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 14-Sep-2021
|
Laura Bottega
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.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 08-Sep-2021
|
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.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 23-Aug-2021
|
William Lock
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.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 03-Aug-2021
|
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.
|
|
|
|
global-multi-asset-viewpoint
page
|
Global Multi-Asset Viewpoint
• 31-Jul-2021
|
Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Inflation Outlook – One Year Later"
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 23-Jun-2021
|
Michael Mauboussin, Dan Callahan
The shift in investments from tangible to intangible assets has important implications for how investors should think about corporate growth rates. Companies with more intangible assets can grow faster, but they can also become irrelevant and shrink faster. Our analysis of historical sales growth rates for U.S. companies reveals both of these results: higher growth and more dispersion, on average, for companies and industries with the highest intangible asset intensity. Skillful investors may be able to identify the companies that will grow faster than expected, hence providing the potential for attractive returns.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 22-Jun-2021
|
William Lock,
Laura Bottega
The companies within the International Equity team’s portfolios are encouraging their customers to live more sustainably. William Lock and Laura Bottega discuss.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 19-May-2021
|
Michael Mauboussin, Dan Callahan
This report focuses on the customer as the basic unit of analysis in understanding value. The idea of customer lifetime value has been around for decades, but we believe our discussion is richer and more nuanced than what many companies and analysts present. We discuss a framework called customer-based corporate valuation, which links customer economics to shareholder value and offers a more robust way to forecast revenues. We also show the limitations of common ratios such as customer lifetime value to customer acquisition cost (LTV/CAC), explore how companies can create consumer and supplier surplus, provide a case study, examine trade-offs in the drivers of value, and explore common errors.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 08-Apr-2021
|
Vladimir Demine, Candida de Sliva
Decarbonisation 101. The International Equity Team discusses how a high quality equity portfolio can help investors seeking to reduce their carbon footprint.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 25-Feb-2021
|
Vladimir Demine, Nathan Wong
How to record ESG company risks and opportunities in a consistent and comparable way? The International Equity Team explains the Material Risk Indicator.
|
|
|
|
global-multi-asset-viewpoint
page
|
Global Multi-Asset Viewpoint
• 20-Feb-2021
|
Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What’s in Store for Real Rates in the U.S.?"
|
|
|
|
edge
page
|
EDGE
• 19-Oct-2020
|
Counterpoint Global
Quantum computers store and process information using the quantum mechanical properties of matter. Counterpoint Global investigates the impact this new hardware could have on processing speeds and its potential to tackle previously unsolvable computing problems.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 15-Sep-2020
|
Michael Mauboussin, Dan Callahan
The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows. With investments shifting more toward intangible assets, this report discusses the measurement and characteristics of intangible assets and reviews the implications of the growth of intangibles for investors.
|
|
|
|
edge
page
|
