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global-equity-observer page
Global Equity Observer  •  Sep 27, 2022

Access Active 

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.

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Caron's Corner  •  Sep 26, 2022  •  10:20 Min

The Vicious Cycle of Rates and Currencies - Where Does it End? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Insight audio  •  Sep 23, 2022  •  6:17 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

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Global Fixed Income Bulletin  •  Sep 22, 2022

Snap Back to Reality 

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.

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Liquidity Watch  •  Sep 21, 2022  •  4:18 Min

September FOMC Meeting - Three Minute Recap 

Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.

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inflation market-pulse page
Market Pulse  •  Sep 21, 2022

Inflation May Be Peaking in the U.S. What about the Rest of the World? 

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.

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Caron's Corner  •  Sep 21, 2022  •  10:18 Min

The Fed Tries to Get Ahead of the Market 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  Sep 19, 2022  •  15:51 Min

The Strategy for Fixed Income as Yields Rise 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Market Pulse  •  Sep 16, 2022  •  9:39 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.

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Consilient Observer  •  Sep 15, 2022

Market Share 

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.

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Caron's Corner  •  Sep 12, 2022  •  14:48 Min

Rates Are Rising and Inflation Is Peaking. Is it Time to Buy Bonds? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Insight audio  •  Sep 09, 2022  •  6:15 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

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inflation path page
PATH  •  Sep 08, 2022

No Easy Fix 

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.

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Market Alert  •  Sep 07, 2022  •  4:22 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. Listen to his Market Alert.

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Caron's Corner  •  Sep 06, 2022  •  13:12 Min

Is the Market Pricing Something Different than the Fed Is Saying? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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inflation video
Inflation  •  Sep 01, 2022

Key Themes for 2022 – Video 

Jitania Kandhari
What are the key investment trends as 2022 continues to unfold amid geopolitical tensions, rising inflation and slowing global growth?

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Caron's Corner  •  Aug 29, 2022  •  14:51 Min

R.I.P. Cycle: Recession, Inflation and Policy Risks Are at Odds with Each Other 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Insight audio  •  Aug 26, 2022  •  6:06 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

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page
Insight Article  •  Aug 25, 2022

Preferred Market Update 

Kevin Lynyak, James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.

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Global Fixed Income Bulletin  •  Aug 25, 2022

Oh no, it’s too hot, no wait, it’s too cold, no, it’s actually too hot! 

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.

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Takeaways & Key Expectations  •  Aug 24, 2022

Equity Market Commentary - August 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.

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global-equity-observer page
Global Equity Observer  •  Aug 22, 2022

Proxy Voting – Nudging Progress 

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.

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The Big Picture  •  Aug 22, 2022

China’s Geopolitical Aspirations and Challenges 

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.

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Insight audio  •  Aug 12, 2022  •  7:28 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

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Market Pulse  •  Aug 11, 2022  •  10:04 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.

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PATH  •  Aug 09, 2022

Bear Market Rally? 

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.

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Resilience  •  Aug 08, 2022

Long Short Equity Strategies: "Hedging" Your Bets 

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.

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Insight Article  •  Aug 08, 2022

Lemonade 

John Dillon
John Dillon provides a review and outlook on the Municipal Bond Market.

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Caron's Corner  •  Aug 08, 2022  •  11:29 Min

Are Conflicting Data Points Foreshadowing or Forestalling a Downturn? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Insight Article  •  Aug 04, 2022

MSIM Forward for July 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.

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Tales From the Emerging World  •  Aug 02, 2022

Emerging India in a Multipolar World 

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.

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Insight Article  •  Aug 01, 2022

CAPEX Reshapes Credit Profile: Sectors in Flux - U.S. Technology Emerging as Clear Winner 

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.

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Caron's Corner  •  Aug 01, 2022  •  16:00 Min

Recession? Yes. Red Means Run, Numbers Add Up to Nothing 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Sustainable Investing  •  Jul 31, 2022

Energy at a Crossroads - Key Considerations 

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.

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sustainable-investing page
Sustainable Investing  •  Jul 31, 2022

Energy at a Crossroads 

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.

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Insight audio  •  Jul 29, 2022  •  6:08 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

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market-alert audio
Market Alert  •  Jul 29, 2022  •  2:38 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. Listen to his Market Alert.

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Caron's Corner  •  Jul 27, 2022  •  9:41 Min

The Fed Remains Unapologetically Hawkish - but the Market Jumps? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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EDGE  •  Jul 27, 2022

Psychedelics 

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.

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global-equity-observer page
Global Equity Observer  •  Jul 26, 2022

Markets Are Down, but Earnings Are Not…Yet 

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.

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Caron's Corner  •  Jul 25, 2022  •  8:35 Min

The Fed Has Some Explaining To Do: What This Week’s Meeting May Tell Us 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Insight Article  •  Jul 22, 2022

Preferred Market Update 

Kevin Lynyak, James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.

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Global Fixed Income Bulletin  •  Jul 22, 2022

Oh, What a Month, Quarter and Year! 

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.

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Insight Article  •  Jul 22, 2022

Investing in Startups Founded by Women and Multicultural Entrepreneurs 

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.

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consilient-observer page
Consilient Observer  •  Jul 20, 2022

Good Losses, Bad Losses 

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.

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Caron's Corner  •  Jul 18, 2022  •  9:33 Min

Nominal vs Real: Why Bond Yields Aren’t Rising Despite High Inflation 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Market Pulse  •  Jul 14, 2022  •  6:34 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.

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sustainable-investing page
Sustainable Investing  •  Jul 14, 2022

SEC Proposal on Climate Disclosure Will Drive Real World Innovation and Speed Up Climate Solutions 

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.

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Convergence  •  Jul 12, 2022

Crypto & Carbon 

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.

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Caron's Corner  •  Jul 11, 2022  •  14:13 Min

Yield Curve 101: What it’s Telling us about Recession and Inflation Risk 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Market Pulse  •  Jul 08, 2022  •  13:12 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.

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Insight Article  •  Jul 07, 2022

How Multi-Manager Platforms Find Strength in Numbers 

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?

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Insight Video  •  Jul 06, 2022

Emerging Markets Leaders Focus: Digitalization - Video 

Steve Sun
Why should the digital services transformation theme be on investors’ radar now? Steve Sun, Emerging Markets Leaders Strategy Client Portfolio Manager, opines.

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inflation path page
PATH  •  Jul 06, 2022

The Central Bank Conundrum – Self-Inflicted? 

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.

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Insight Article  •  Jul 06, 2022

An Introduction to Alternative Lending 

Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

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Caron's Corner  •  Jul 05, 2022  •  13:18 Min

The Fed’s Triple “D” Economy: Demand Destruction by Design 

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.

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Insight audio  •  Jul 01, 2022  •  5:51 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

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Insight Article  •  Jun 30, 2022

MSIM Forward for June 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.

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Insight Article  •  Jun 29, 2022

Why REITs? And Why Now? 

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.

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global-equity-observer page
Global Equity Observer  •  Jun 28, 2022

Shrinkflation 

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.

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Caron's Corner  •  Jun 27, 2022  •  10:13 Min

Is the Market Pricing a Recession For the Next 12 Months? 

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.

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Liquidity Watch  •  Jun 24, 2022  •  6:19 Min

Cash Conversations 

Brian Buck, David Schoenfeld
Brian Buck, Product Specialist, Morgan Stanley Global Liquidity, and David Schoenfeld, Portfolio Manager, Morgan Stanley Global Liquidity, discuss the implications of recent Federal Reserve policy for short-term investors and thoughts around portfolio positioning. Listen now.

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Tales From the Emerging World  •  Jun 23, 2022

Saudi Arabia, More Than Just an Oil Story  

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.

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market-pulse page
Market Pulse  •  Jun 23, 2022

The Fed Cannot Contain Inflation Alone – Fiscal Policy Is Required 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his views on inflation.

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Global Multi-Asset Viewpoint  •  Jun 23, 2022

Three Scenarios for Inflation and Markets 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Three Scenarios for Inflation and Markets"

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Market Pulse  •  Jun 23, 2022  •  13:21 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.

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Caron's Corner  •  Jun 21, 2022  •  9:46 Min

The Fed’s 2 - 2.5% Inflation Target May Be a Floor, not a Ceiling 

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.

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Global Fixed Income Bulletin  •  Jun 21, 2022

Fear and Hope: Soft vs Hard Landings 

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.

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Insight audio  •  Jun 21, 2022  •  5:41 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

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Market Alert  •  Jun 21, 2022  •  6:41 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. Listen to his Market Alert.

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Insight Article  •  Jun 16, 2022

Preferred Market Update 

Kevin Lynyak, James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.

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Calvert  •  Jun 15, 2022

Why We Currently Own Tesla, and Don't Own Fossil Fuels 

John Streur
In this article, Calvert explains why it sees Tesla as a company working to strengthen ESG practices and achieving incremental yet notable progress. However, the company must be more strategic in managing its human capital and proactive in addressing diversity, equity and inclusion issues; and we expect it to engage with investors and other stakeholders to do so.

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Consilient Observer  •  Jun 15, 2022

New Business Boom and Bust 

Michael Mauboussin, Dan Callahan
Burgeoning industries often follow the same developmental pattern as a child’s brain, with an overproduction of options followed by a pruning of those that are not useful. This appears wasteful but is in fact an elegant solution. We discuss this pattern for companies, describe why investors should care, and offer some current examples of where this pattern of entry and exit is playing out.

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Takeaways & Key Expectations  •  Jun 08, 2022

Equity Market Commentary - June 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.

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Caron's Corner  •  Jun 06, 2022  •  14:11 Min

The Fed Is Failing to Control Wage Inflation and QT Is Nothing to Fear – What Happens Next? 

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.

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Engagement Report  •  Jun 06, 2022

Engage Spring 2022 

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

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PATH  •  Jun 06, 2022

Navigating Changing Correlations 

Andrew Harmstone, Manfred Hui
Despite a difficult economic climate, we see some opportunities arising, particularly in the fixed income space.

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Insight audio  •  Jun 03, 2022  •  6:08 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

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Tales From the Emerging World  •  Jun 02, 2022

The Nuclear Revival 

Jorge Chirino, 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.

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Caron's Corner  •  May 31, 2022  •  12:10 Min

The Turning Point - or a Bear Market Rally? 

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.

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Global Fixed Income Bulletin  •  May 30, 2022

Annus Horribilis 

Global Fixed Income Team
While many problems in the world can be blamed on the Russian/Ukrainian situation, it is not the primary driver anymore. The reason for the carnage in April: inflation, inflation, inflation! The Global Fixed Income team shares its thoughts.

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Market Pulse  •  May 26, 2022  •  5:58 Min

Preferred Market 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.

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Market Pulse  •  May 26, 2022  •  10:26 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.

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Insight Article  •  May 26, 2022

Preferred Market Update 

Kevin Lynyak, James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.

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Market Alert  •  May 25, 2022  •  5:24 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. Listen to his Market Alert.

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Insight Article  •  May 25, 2022

"Undiscovered" Secondary Markets 

Jarrod Quigley
Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.

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Sustainable Investing  •  May 24, 2022

Shining a Sustainability Light on the Darker Side of Big Tech 

Andrew Harmstone, Li Zhang, Kian Masters, Christian Goldsmith
The Global Balanced Risk Control team discusses the potential social consequences of pervasive data mining and whether this may turn into a headwind for the “Big Tech”.

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Insight audio  •  May 20, 2022  •  6:42 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

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Global Equity Observer  •  May 18, 2022

One Step Forward, Two Steps Back 

Helena Miles
Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.

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Sustainable Investing  •  May 17, 2022

The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy - Video 

Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.