|
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.
|
|
|
|
page
|
Insight Article
• 30-Nov-2022
|
Vikram Raju
In this piece Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses five key findings from the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change ("UNFCC COP27" or "COP27").
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 30-Nov-2022
|
Andrew Slimmon
In his Novermber TAKE, Senior Portfolio Manager Andrew Slimmon looks ahead to 2023.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 29-Nov-2022
|
Nic Sochovsky, Alistair Corden-Lloyd
In the current climate of rising prices and a global squeeze on the cost of living, do big brands face the risk of consumers “trading down”? The International Equity Team discusses why price perception matters, and the power of cues to influence decision making.
|
|
|
|
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.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 22-Nov-2022
|
Eric Carlson, Candy Chao
Mining companies have had a terrible environmental reputation in the past, but recent efforts show how the industry can implement sustainable initiatives. Investors are now focusing on companies that have practical decarbonization pathways to help lower emissions over the next three to five years. Eric Carlson and Candy Chao explore.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 17-Nov-2022
|
Global Fixed Income Team
Bond markets were a bit more orderly in October than the mayhem experienced in September. That said, markets were still mixed, and investors could be excused for feeling a bit dazed and confused with regards to volatility, dispersion of returns, illiquidity, central bank policies and deciphering how to determine value.
|
|
|
|
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.
|
|
|
|
page
|
Insight Article
• 09-Nov-2022
|
Neha Markle
In this piece originally published by the Wall Street Journal Pro, Neha Champaneria Markle, head of private- markets fund-of-funds investing, says slowing deal making and rising debt costs can benefit co-investors like Morgan Stanley.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 09-Nov-2022
|
Steven Quattry, Jorge Chirino
Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 09-Nov-2022
|
Michael Mauboussin, Dan Callahan
We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.
|
|
|
|
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
|
Eddie Perkin
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.
|
|
|
|
page
|
Insight Article
• 01-Nov-2022
|
Patrick T. Egan
In this primer, we provide a fundamental overview of managed futures investment strategies. What are managed futures and how are they differentiated from other strategies?
|
|
|
|
page
|
Insight Article
• 01-Nov-2022
|
Michael Shedosky, Brian Farrell
In this primer, we will discuss the basis of what a GP stake is, the private equity industry dynamics that make this style of investing appealing, and the ways in which limited partners can access the attractive return profile offered by the space.
|
|
|
|
page
|
Insight Article
• 01-Nov-2022
|
Patrick T. Egan
In periods of volatility, investors may be looking for an alternative investment which may not only provide potential mitigation from the effects of market fluctuations, but also potentially capitalize on this increase in volatility.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 31-Oct-2022
|
Bruno Paulson
If the current good times for corporates turn into tough times, the International Equity team believes the twin superpowers of pricing power and recurring revenues will be essential. Bruno Paulson explains.
|
|
|
|
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.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 27-Oct-2022
|
Global Fixed Income Team
The bond market rout continued in September, which would have been even worse without a substantial rally over the last three days of the month. The Fixed Income team shares its thoughts.
|
|
|
|
audio
|
Media Appearance
• 24-Oct-2022
|
Lauren Hochfelder
Lauren Hochfelder participated in a podcast on Bisnow discussing the macroeconomic environment, the shifts in Morgan Stanley’s real estate portfolio since the Global Financial Crisis and how the real estate industry as a whole may have to change the way it makes money.
|
|
|
|
page
|
Insight Article
• 21-Oct-2022
|
Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.
|
|
|
|
page
|
Insight Article
• 20-Oct-2022
|
Portfolio Solutions Group
For sophisticated investors seeking to manage inflation and growth surprises, a refined portfolio approach that optimizes inflation hedging and incorporates investor preferences may be particularly effective.
|
|
|
|
page
|
Investment Insight
• 20-Oct-2022
|
AIP Private Markets Team
The AIP Private Markets team highlights their framework for selecting resilient companies with strong value creation prospects.
|
|
|
|
page
|
Insight Article
• 18-Oct-2022
|
Portfolio Solutions Group
The Portfolio Solutions Group offers their perspective on interest-rate shifts as a driver of both performance and valuation differentials between Growth and Value equity styles.
|
|
|
|
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.
|
|
|
|
page
|
Insight Article
• 13-Oct-2022
|
Kenneth Michlitsch
As fintech alternative lending grew into a new asset class, investors wondered how these loans might perform in an economic downturn. We've now seen their fundamental resilience.
|
|
|
|
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.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 06-Oct-2022
|
Michael Mauboussin, Dan Callahan
We discuss how to calculate return on invested capital (ROIC) and show how it is connected to free cash flow, economic profit, and growth. We work through the challenges in estimating it, present empirical data, review how adjusting for intangible investments can reshape the figures, and include a case study.
|
|
|
|
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.
|
|
|
|
page
|
Insight Article
• 28-Sep-2022
|
TJ Halbertsma, Patrick Reid, Andreas Esau
The current critical markets juncture means that investors allocating to private equity are faced with crucial considerations when evaluating opportunities. In this paper, we discuss the key factors to examine and the characteristics to look for in a manager.
|
|
|
|
audio
|
Media Appearance
• 27-Sep-2022
|
Gregory Finck
Asset backed securities face the same challenges as other fixed income segments and therefore sector and security selection will become more important in the coming years as the economy softens. Greg Finck, Head of the Global Fixed Income’s Securitized team, discusses.
|
|
|
|
page
|
Media Appearance
• 27-Sep-2022
|
Gregory Finck
Gregory Finck, Head of the Global Fixed Income’s Securitized team, highlights asset-backed securities (ABS) as a bright spot amidst the predominantly negative yielding fixed income markets.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 27-Sep-2022
|
Bruno Paulson,
Laura Bottega
As earnings resilience and pricing power become ever-more significant in a world of rising rates, inflation, regulation and the energy crisis, the International Equity Team explains why they believe their active approach is more important than ever.
|
|
|
|
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
|
Global 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.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 15-Sep-2022
|
Michael Mauboussin, Dan Callahan
We examine whether a study of market share and related concepts can help us determine if a company has a sustainable competitive advantage. This takes us on a journey that includes life cycles, market share, concentration, markups, intangibles, and "superstars". We study the link between some of these variables and return on investment and provide some analytical tools along the way. We finish with some case studies to see how these ideas apply to a handful of industries.
|
|
|
|
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.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 25-Aug-2022
|
Global Fixed Income Team
After a horrendous June, bond and credit markets reversed course dramatically in July, generating exceptionally strong performance while also being the first positive return month of the year! The Fixed Income team shares its thoughts.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 24-Aug-2022
|
Andrew Slimmon
The epic battle between bulls and bears has raged throughout 2022. In his August TAKE, senior portfolio manager Andrew Slimmon makes the case that Mr. Market may be showing signs of optimism while Wall Street strategists remain overwhelmingly pessimistic.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 22-Aug-2022
|
Vladimir Demine, Candida de Silva
Proxy voting is both a privilege and a responsibility. With increased attention paid to it by company boards and management, Vladimir Demine discusses the role proxy voting can play in enhancing long-term investment returns, and the challenges to effective voting that remain.
|
|
|
|
page
|
The Big Picture
• 22-Aug-2022
|
Jitania Kandhari
"China’s spectacular economic growth has remade the geopolitical landscape and created tensions with the U.S. But the country’s internal and external challenges will limit Beijing’s ambitions. Investors will be on the edge," explains Jitania Kandhari, Head of Macro and Thematic Research for Emerging Markets Equity Team.
|
|
|
|
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.
|
|
|
|
page
|
Resilience
• 08-Aug-2022
|
Eric Stampfel
Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.
|
|
|
|
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.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 31-Jul-2022
|
Navindu Katugampola, Jessica Alsford, Vikram Raju, Chris Ortega
What are the prospects and pitfalls facing energy transition at this critical time for the global energy industry? Morgan Stanley sustainability experts highlight five key considerations.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 31-Jul-2022
|
Navindu Katugampola, Jessica Alsford, Vikram Raju, Chris Ortega
What are the prospects and pitfalls facing energy transition at this critical time for the global energy industry? Morgan Stanley sustainability experts discuss.
|
|
|
|
market-alert
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.
|
|
|
|
edge
page
|
EDGE
• 27-Jul-2022
|
Counterpoint Global
Psychedelics have the potential to fundamentally reshape how we think about and treat not only mental illness but a host of other conditions as well. Counterpoint Global investigates how psychedelic therapy works, the potential wide-spread impact of this innovative treatment, and the roadblocks to medical adoption.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 26-Jul-2022
|
Bruno Paulson
After the worst start to a year in more than 50 years, the market’s earnings look distinctly vulnerable, given their current elevated level and the probable economic slowdown. In this uncertain macroenvironment, the International Equity Team discusses how to keep a portfolio robust.
|
|
|
|
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.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 22-Jul-2022
|
Global Fixed Income Team
Financial market performance in June and year to date cannot be characterized as anything but historic; unfortunately, historically bad! The Fixed Income team shares its thoughts.
|
|
|
|
page
|
Insight Article
• 22-Jul-2022
|
Morgan Stanley Next Level
As part of its ongoing commitment to advance racial and economic equity, Morgan Stanley’s new Next Level Fund invests in early-stage technology companies with women and diverse members on the founding teams.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 20-Jul-2022
|
Michael Mauboussin, Dan Callahan
Investors must look past simple measures of profits to understand a business’s true ability to create value. The rise of intangibles means more investments are expensed versus capitalized, which makes financial statements appear distorted versus those of the past. Academics distinguish between GAAP losers, companies that have losses but a high return on investment, and real losers, or those that have expenses unrelated to investment that exceed sales. Evidence from recent decades shows GAAP losers produced attractive shareholder returns relative to the real losers and profitable companies.
|
|
|
|
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
page
|
Sustainable Investing
• 14-Jul-2022
|
John Streur
In this article, Calvert explains its support for the SEC's proposal that companies disclose their carbon emissions in order to facilitate market function and to speed the transition to a cleaner energy system.
|
|
|
|
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.
|
|
|
|
page
|
Insight Article
• 07-Jul-2022
|
Christopher Morser
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?
|
|
|
|
video
|
Insight Video
• 06-Jul-2022
|
Steve Sun
Why should the digital services transformation theme be on investors’ radar now? Steve Sun, Emerging Markets Leaders Strategy Client Portfolio Manager, opines.
|
|
|
|
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.
|
|
|
|
page
|
Insight Article
• 06-Jul-2022
|
Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.
|
|
|
|
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.
|
|
|
|
page
|
Insight Article
• 30-Jun-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.
|
|
|
|
page
|
Insight Article
• 29-Jun-2022
|
Laurel Durkay
The MSIM Global Listed Real Assets Team offers education on what REITs are, the case for REITs, and why you should consider REITs now in this timely article.
|
|
|
|
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.
|
|
|
|
inflation
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 21-Jun-2022
|
Global Fixed Income Team
Markets continue to be buffeted by high levels of volatility driven by shifting fears of recession and inflation. This roller coaster of a month resulted in very diverse financial market performance. The Global Fixed Income team shares its thoughts.
|
|
|
|
market-alert
audio
|
Market Alert
• 21-Jun-2022
|
|
| |
