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fixed-income Fixed Income audio
Insight audio  •  Jul 01, 2022  •  6:36 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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real-assets Real Assets page
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 active-fundamental-equity Active Fundamental Equity 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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carons-corner fixed-income Fixed Income audio
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 active-fundamental-equity Active Fundamental Equity page
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 fixed-income Fixed Income 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 solutions-and-multi-asset Solutions & Multi-Asset page
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 fixed-income Fixed Income audio
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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fixed-income Fixed Income audio
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 solutions-and-multi-asset Solutions & Multi-Asset audio
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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fixed-income Fixed Income page
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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sustainable-investing calvert active-fundamental-equity Active Fundamental Equity page
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 active-fundamental-equity Active Fundamental Equity page
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 solutions-and-multi-asset Solutions & Multi-Asset page
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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carons-corner fixed-income Fixed Income audio
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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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
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 solutions-and-multi-asset Solutions & Multi-Asset page
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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fixed-income Fixed Income audio
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 active-fundamental-equity Active Fundamental Equity page
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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carons-corner fixed-income Fixed Income audio
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 fixed-income Fixed Income audio
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 fixed-income Fixed Income audio
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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fixed-income Fixed Income page
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 solutions-and-multi-asset Solutions & Multi-Asset audio
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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solutions-and-multi-asset Solutions & Multi-Asset page
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 solutions-and-multi-asset Solutions & Multi-Asset page
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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fixed-income Fixed Income audio
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 active-fundamental-equity Active Fundamental Equity page
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.

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  May 16, 2022  •  9:28 Min

The Supply Shock Is Turning into a Demand Problem – The Case for Adding Longer Maturity Bonds 

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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market-pulse fixed-income Fixed Income audio
Market Pulse  •  May 13, 2022  •  12:26 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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sustainable-investing calvert active-fundamental-equity Active Fundamental Equity page
Calvert  •  May 13, 2022

Addressing the Gender Power Imbalance in the Executive Suite 

John Streur
While progress among public companies has been made to increase representation of women, the power dynamic has remained largely unchanged at the top. The paper explains why companies are missing out on the benefits of true gender diversity with this status quo.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  May 12, 2022

The Path to Gender Diversity 

Seema Hingorani, Marte Borhaug, Yijia Chen
Morgan Stanley Investment Management female leaders discuss gender diversity in the corporate world - its vital role, the progress remaining, and how an engaged investor can advance a gender equality agenda.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  May 10, 2022

Wealth Transfers 

Michael Mauboussin, Dan Callahan
The goal of capital allocation is to put resources to their best use to create long-term value per share for ongoing shareholders. The first major part of capital allocation is investing in the business. The second is transacting with mispriced securities, which introduces the potential for wealth transfers between stakeholders. Astute investors appropriately focus on a management's ability to make investments in the business, but they should also pay attention to management actions with regard to buying and selling the company’s stock.

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  May 09, 2022  •  08:32 Min

The Fed Makes Stocks and Bonds Suffer. Are Jobs 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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fixed-income Fixed Income audio
Insight audio  •  May 06, 2022  •  5:59 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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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  May 03, 2022

Equity Market Commentary - May 2022 

Andrew Slimmon
In his May TAKE, senior portfolio manager Andrew Slimmon explains why his thesis on 2022 remains consistent since his initial January outlook webcast. 2022 will be a battleground year between positive and negative influences. He expects the negatives to overwhelm in the first part of the year allowing an attractive entry point to capture more of the positives later in the year.

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  May 02, 2022  •  11:00 Min

When Good Data Is Bad News: Is the Fed Willing to Break the Market? 

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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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  May 02, 2022

Finding Bright Spots Amongst Dark Clouds 

Andrew Harmstone, Manfred Hui
As monetary policy tightens, we share our thoughts on the investment implications and discuss tactical positioning.

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sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
Convergence  •  Apr 30, 2022

Culture Quant Framework 

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.

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Global Fixed Income Bulletin  •  Apr 27, 2022

One Small Step for Interest Rates, One Giant Leap for Monetary Policy 

Global Fixed Income Team
March was another brutal month for financial markets, capping one of the worst quarters since the 1980s. Indeed, it did not take long for markets to realize the inflationary/stagflationary implications of the war and resulting sanctions on Russia. The Global Fixed Income team shares its thoughts.

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  Apr 25, 2022  •  9:59 Min

Central Banks Gang Up to End Inflation, but Risk Hard Landing… or Worse 

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-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  Apr 25, 2022

Diversity – Asking Difficult Questions 

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.

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fixed-income Fixed Income audio
Insight audio  •  Apr 22, 2022  •  6:19 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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sustainable-investing calvert active-fundamental-equity Active Fundamental Equity page
Calvert  •  Apr 20, 2022

How Accounting for Impact Can Deliver the Real Value of ESG 

Edward Kamonjoh
This paper focuses quantifying impact-how companies affect society and the environment through their employees, customers and products-through ESG metrics.

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  Apr 20, 2022

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

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.

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2022-outlooks real-assets Real Assets page
2022 Outlook  •  Apr 19, 2022

Global Real Estate Outlook Revisited: Shifting Macro Landscape Requires More Discerning Investment Strategy 

Morgan Stanley Real Estate Investing
The global economic environment remains highly uncertain due to the war in Ukraine, many parts of the world facing record levels of inflation, rising interest rates and ongoing COVID challenges. MSREI believes that the shifting and more volatile macro environment will support attractive investment opportunities for discerning investors.

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Caron's Corner  •  Apr 18, 2022  •  11:50 Min

Does the Rise in Bond Yields Stop Here - or Just Pause? 

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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active-fundamental-equity Active Fundamental Equity page
Emerging Markets Leaders Focus  •  Apr 15, 2022

Emerging Markets Leaders Focus: Digitalization  

Vishal Gupta, Arun Kapoor, Steve Sun
In this inaugural edition of the Emerging Markets Leaders Focus the team looks at the outsourcing of Digital IT Services as a structural thematic that should be on investor’s radar.

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opportunity-optimum page
Opportunity Optimum  •  Apr 14, 2022

Opportunity Optimum 

Kristian Heugh, Marc Fox, Emily Tsui
Welcome to Opportunity Optimum, a writing series in which the Global Opportunity team discusses how and where they are finding the best opportunities to invest capital around the world.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  Apr 13, 2022

An Evolving Private Markets Landscape 

Patrick Reid
With public markets broadly expected to deliver lower investment returns, it is no surprise that interest in alternatives continues to grow. In this piece, we look at the shifting dynamics within the private markets space and discuss some of the potentially attractive investment opportunities investors should be aware of.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  Apr 12, 2022

Emerging Markets ESG and Sustainability - 2022 Report 

Global Emerging Markets Team
EM Equity team report how they actively advocated for sustainable corporate policies during 2021 and share their ESG engagement priorities for 2022.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  Apr 12, 2022

Intangibles and Earnings 

Michael Mauboussin, Dan Callahan
The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inconsequential for others. Overall, we estimate that earnings for the S&P 500 would be about 10 percent higher with these changes. This suggests great caution in comparing earnings or valuation multiples over time.

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fixed-income Fixed Income audio
Insight audio  •  Apr 08, 2022  •  6:01 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 active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  Apr 07, 2022

The Beijing Put — Stemming The Downward Spiral 

Jitania Kandhari, Amay Hattangadi
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.

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private-credit-and-equity Private Credit & Equity page
Market Insights  •  Apr 04, 2022

The Evolution of GP-Led Secondaries 

AIP Private Markets Team
Nash Waterman, Head of Private Markets Secondaries at Morgan Stanley Investment Management, and Boris Secciani, journalist and Head of Research for the Italian publication Fondi&Sicav, discuss the evolving landscape of GP-led secondaries, and why investors should take note. In this Q&A session, the pair address the history of GP-led deals, and how a focus on high performing companies has made the strategy a compelling choice for investors.

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  Apr 04, 2022  •  10:22 Min

The Next Recession: Over the Hills and Far Away, or Right Around the Corner? 

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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market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  Apr 01, 2022  •  4:33 Min

The Third Year Battle Continues. Now What? 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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fixed-income Fixed Income audio
Insight audio  •  Apr 01, 2022  •  19:41 Min

Municipal Market Update and Outlook 

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

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  Apr 01, 2022

Managing Portfolios in an Inflationary World 

Andrew Harmstone, Manfred Hui
While this year’s sell-off appears to be driven by sentiment rather than earnings, both the war in Ukraine and China’s renewed lockdowns put further upside pressure on inflation and downward pressure on growth. The risk is markets take another leg down.

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Caron's Corner  •  Mar 28, 2022  •  11:05 Min

How High Can Yields Go Before Something Breaks? 

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 Article  •  Mar 28, 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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Insight audio  •  Mar 25, 2022  •  6:10 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  •  Mar 24, 2022

Machine Learning Is Changing the Game for the Next Generation of Consumer Borrowers 

Kenneth Michlitsch
Ken Michlitsch, AIP Alternative Lending Group Portfolio Manager, interviews Upstart CEO David Girouard about the increasingly important role machine learning plays in the consumer lending process.

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Global Fixed Income Bulletin  •  Mar 23, 2022

Navigating through the Fog of War 

Global Fixed Income Team
Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine. The Global Fixed Income team shares its thoughts.

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Market Pulse  •  Mar 23, 2022  •  13:54 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.

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Insight Article  •  Mar 22, 2022

How Much Is Enough? 

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

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Global Equity Observer  •  Mar 21, 2022

Investing in a deeply uncertain world 

Bruno Paulson
In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes sense. Bruno Paulson discusses.

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Caron's Corner  •  Mar 21, 2022  •  9:59 Min

Is Fed Tightening Negative for Markets? The Answer May Surprise You. 

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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Consilient Observer  •  Mar 16, 2022

Feedback 

Michael Mauboussin, Dan Callahan
Continuous process improvement is essential to achieving outstanding long-term outcomes. Receiving timely and accurate feedback—information used as a basis for improvement—can enhance the process and make you a better forecaster. We discuss multiple facets of process improvement, including getting the right people and helping them thrive, the role of organizational structure in fostering good decision making, and specific mechanisms to sharpen execution. We draw on principles from other fields but focus primarily on the investment management industry.

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Caron's Corner  •  Mar 16, 2022  •  5:30 Min

The Fed Ignores the Downside Risk and Delivers a Hawkish Surprise 

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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The Big Picture  •  Mar 16, 2022

The Big Picture: Key Themes for 2022 

Jitania Kandhari
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, unveils her Key Themes for 2022.

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Market Insights  •  Mar 15, 2022

The Pick of Private Equity: Single-Asset Secondaries 

In this Q&A, Nash Waterman, Portfolio Manager and Head of Private Markets Secondaries, discusses the growing opportunity set for General Partner (GP) led deals, spelling out why we believe the sector and the single-asset segment, in particular, are attracting growing investor interest.

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Takeaways & Key Expectations  •  Mar 15, 2022

Equity Market Commentary - March 2022 

Andrew Slimmon
In his March TAKE, Andrew Slimmon does not believe the current correction will bleed past the -20% level, and maintains that 2022 will be a an “ok” year for stocks, consistent with the third year off a recessionary low.

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Caron's Corner  •  Mar 14, 2022  •  12:27 Min

Reading the Yield Curve To “Shape” Expectations 

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  •  Mar 11, 2022  •  5:57 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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Sustainable Investing  •  Mar 11, 2022

You Are Not Doing ESG Investing 

Vikram Raju
The frequent appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.

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Caron's Corner  •  Mar 07, 2022  •  10:02 Min

Why the Fed will Raise Rates Despite Market Volatility 

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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Market Alert  •  Mar 07, 2022  •  5:14 Min

Patience, while rewarded over time, can be so difficult 

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  •  Mar 07, 2022

Time for EAFE 

Bruno Paulson
Is now the time to own reasonably priced quality companies with pricing power, many of which are in EAFE? Bruno Paulson explains why the International Equity Team believes so.

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PATH  •  Mar 04, 2022

Russia – Ukraine: Risk and Investment Implications 

Andrew Harmstone, Manfred Hui
As the situation between Russia and Ukraine rapidly worsened, asset classes that had already sold off fell deeper into correction territory. We look at implications for inflation, monetary policy and positioning.

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Tales From the Emerging World  •  Feb 28, 2022

Russia's Invasion of Ukraine 

Jitania Kandhari, Eric Carlson
Jitania Kandhari, Head of Macro and Thematic Research and Eric Carlson, Head of Sustainability, both for the Emerging Markets Equity team, look at Russia’s invasion of Ukraine.

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Global Fixed Income Bulletin  •  Feb 28, 2022

Do Central Bankers Need to Calm Down?  

Global Fixed Income Team
The Global Fixed Income Team examine January’s hawkish turn, as leading central banks pivoted towards accelerated monetary tightening, surprising the market.

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  Feb 28, 2022  •  14:11 Min

Will Market Risks Become Systemic? The Critical Importance of Liquidity and Funding Metrics 

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  •  Feb 25, 2022  •  05:57 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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Engagement Report  •  Feb 25, 2022

ESG and Sustainable Investing Report 

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

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Market Pulse  •  Feb 24, 2022  •  11:48 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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Global Equity Observer  •  Feb 23, 2022

Climate Change: Everyone’s Business 

Nic Sochovsky, Vladimir Demine, Alistair Corden-Lloyd
Climate change is everyone’s business. Having engaged on the issue with 95% of the companies in their global strategies, the International Equity Team discusses holding companies to account.

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Takeaways & Key Expectations  •  Feb 14, 2022

Equity Market Commentary - February 2022 

Andrew Slimmon
In his February TAKE, Andrew Slimmon reiterates that 2022 will be a battleground year for the bears and the bulls, offering alpha opportunities for tactical asset allocation.

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