Market Pulse

A timely analysis of market-changing events and
their impact on the investment landscape

Market Pulse

A timely analysis of market-changing events and
their impact on the investment landscape

Market Pulse • 29-Apr-2021
A Strong Recovery in the Economy is Still Falling Short of Fed Objectives Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Market Pulse • 28-Apr-2021 • 9:54 Min
Fixed Income Update with Kevin Lynyak Kevin Lynyak Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

Market Pulse • 30-Mar-2021 • 8:42 Min
Fixed Income Update with Kevin Lynyak Kevin Lynyak Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

Market Pulse • 16-Mar-2021 • 10:22 Min
Fixed Income Update with Kevin Lynyak Kevin Lynyak Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

Market Pulse • 02-Mar-2021 • 16:47 Min
Fixed Income Update with Kevin Lynyak Kevin Lynyak Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

Market Alert • 01-Feb-2021 • 5:01 Min
Market Alert with Andrew Slimmon: Volatile Markets Can Create Opportunities. Have a Plan. 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.

Market Pulse • 11-Jan-2021 • 10:37 Min
Fixed Income Update with Kevin Lynyak Kevin Lynyak Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

Market Pulse • 16-Dec-2020 • 9:42 Min
The Case for Commodities This Decade Jitania Kandhari Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.

Market Pulse • 14-Dec-2020 • 7:11 Min
A Few Things Still on the Shopping List: Macro and Politics Do Not Take Days Off Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 07-Dec-2020 • 6:59 Min
Will the U.S. Job Loss Scarring Be Permanent? Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 02-Dec-2020
The Year Ahead for the U.S.: Fundamental Challenges Exist, but Policy Will Prevail Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.

Market Pulse • 30-Nov-2020 • 7:42 Min
What the Bond Market Is Telling Us About the Future of the Economy Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 16-Nov-2020 • 6:24 Min
First Look at 2021: Too Much Liquidity Chasing Too Few Assets Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Global Multi-Asset Viewpoint • 15-Nov-2020
Multi-Asset Portfolios: Low Yields, Inflation Risk Ahead Sergei Parmenov, Cyril Moulle-Berteaux MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Multi-Asset Portfolios: Low Yields, Inflation Risk Ahead."

Market Alert • 11-Nov-2020 • 5:26 Min
Market Alert with Andrew Slimmon: Opportunities Abound 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.

Market Pulse • 09-Nov-2020 • 7:21 Min
Presidential Election Series: The 4 Major Market Implications of a “No Blue Wave” Scenario Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

MARKET PULSE • 05-Nov-2020 • 1:00:12 Min
Hear the replay: U.S. Election 2020 Debrief Jim Caron, Andrew Slimmon Morgan Stanley Investment Management portfolio managers shared their views on the likely impact of the U.S. presidential election on the economy and the markets.

Market Pulse • 02-Nov-2020 • 6:25 Min
Presidential Election Series: Expect More Questions Than Answers – and Rising Volatility Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 30-Oct-2020 • 09:39 Min
The Markets and Presidential Elections Through a Historical Lens Jitania Kandhari Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.

INSIGHT AUDIO • 30-Oct-2020
Presidential Election Series With Jim Caron Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 26-Oct-2020 • 7:44 Min
Presidential Election Series: Pricing in the Return of Demand Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

PATH • 23-Oct-2020
Market Update: A Silver Lining on the Horizon Andrew Harmstone, Manfred Hui, Christian Goldsmith The GBaR team provides an update on its latest market views and asset allocation positioning.

Market Pulse • 19-Oct-2020
Presidential Election Series: The Impact of the Tax and Spending Plans Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Alert • 07-Oct-2020 • 4:52 Min
"The Economy, Stupid" 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.

Market Pulse • 05-Oct-2020 • 7:43 Min
Bonds Are Repricing on the U.S. Election Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 28-Sep-2020
October Discovery: Is the Price Right? Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 21-Sep-2020 • 6:42 Min
A Mixed Bag of Data, but Optimism About the Future Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 14-Sep-2020 • 4:47 Min
Fed Focus: Credit Rates and Solvency Risk Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

PATH • 08-Sep-2020
Warning: Ice on the road ahead Andrew Harmstone, Manfred Hui, Christian Goldsmith The GBaR team provides an update on its latest market views and asset allocation positioning.

Market Pulse • 08-Sep-2020 • 6:01 Min
Risk Off Today, but a Silver Lining Is on the Horizon Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Alert • 02-Sep-2020 • 5:34 Min
Presidential Elections, the Elusive Market Pullback and a Lack of Opportunities 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.

Market Pulse • 31-Aug-2020 • 5:58 Min
History in the Making: A Reworking of Fed Policy Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 24-Aug-2020 • 5:15 Min
Where Do We Go From Here? The Fed Considers AIT – Average Inflation Targeting Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

PATH • 21-Aug-2020
Global markets: China’s positive outlook may not benefit the rest of the world Andrew Harmstone, Manfred Hui, Christian Goldsmith The GBaR team provides an update on its latest market views and asset allocation positioning.

Market Pulse • 21-Aug-2020
Where to Go From Here? Reimagining the Fed’s Policy Response Function Jim Caron In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.

Market Pulse • 03-Aug-2020 • 5:17 Min
On the Contrary, the Dollar Is Still Strong, but Weakening Is on the Horizon Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Alert • 30-Jul-2020 • 4:30 Min
In Spite of Summer, the Market Tends to be Neither Hot nor Humid in August 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.

Market Pulse • 29-Jul-2020
Market Pulse with Jim Caron: The Fed Keeps Rates Low While the Dollar Weakens Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.

Market Pulse • 27-Jul-2020 • 3:41 Min
Procyclical Forces Weaken the U.S. Dollar Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 24-Jul-2020
The EU Recovery Fund: Maybe not Hamilton, but hopefully a quiet summer on the beach Anton Heese Read why we believe investors are correct in seeing that the EU Recovery Fund will succeed in reducing euro sovereign credit risk.

Market Pulse • 20-Jul-2020 • 5:15 Min
A Weaker Dollar Can Benefit the Global Economy Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 13-Jul-2020 • 7:01 Min
The Global Economy Is Slowly Emerging From the Shadows Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Alert • 09-Jul-2020 • 4:04 Min
The Reconnect, the NASDAQ Bubble and the Reemergence of Asian Tech 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.

Market Pulse • 06-Jul-2020 • 6:36 Min
Will the Sizzle Fizzle? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 29-Jun-2020 • 7:00 Min
Policy or Pandemic: Which Will Drive Asset Prices? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 22-Jun-2020 • 3:45 Min
Q3 2020: Better? Yes. But Good Enough? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 15-Jun-2020 • 8:12 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.

Market Pulse • 15-Jun-2020 • 5:48 Min
New Normal? No Such Thing. The Market is Just Establishing a New Range. Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Alert • 11-Jun-2020 • 3:59 Min
The Disconnect Between the Stock Market and the Economy 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.

Market Pulse • 08-Jun-2020 • 6:31 Min
The Reopening Rally and the Fed’s Forward Guidance Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 01-Jun-2020 • 6:36 Min
Follow the Money, Find the Performance Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 28-May-2020 • 3:05 Min
In a High Yield Minute Sarah Harrison Corporate liquidity profiles have been severely challenged during the lockdown. Sarah Harrison, Head of European High Yield, believes the policy response in Europe so far has helped stem default rates, and further action has the potential to restore investor confidence in the European High Yield asset class. Listen now.

Market Pulse • 26-May-2020
The Breadth of the Market Is Encouraging Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 18-May-2020 • 5:59 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.

Market Pulse • 18-May-2020 • 6:32 Min
Never Say Never: The Pros and Cons of Negative Interest Rates Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 11-May-2020
Jobs Report: Is the Worst Behind Us? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 07-May-2020 • 4:31 Min
Bank of England Update and U.K. Outlook Anton Heese Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.

PATH • 06-May-2020 • 3:27 Min
Coronavirus: Calm waters for now, but storm clouds on the horizon Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 05-May-2020
The Market vs The Economy Jim Caron the Market Outlook is contingent on a combination of knowns and unknowns, in varying degrees:

Market Pulse • 04-May-2020 • 8:51 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.

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