|
market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• Jan 25, 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.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Jan 24, 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.
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liquidity-watch
liquidity
Liquidity
audio
|
Liquidity Watch
• Jan 21, 2022
|
Elsa Doyle
Elsa Doyle, Executive Director Morgan Stanley Global Liquidity, provides a three-minute update on the government money markets and discusses portfolio strategy. Listen now.
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2022-outlooks
real-assets
Real Assets
page
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2022 Outlook
• Jan 20, 2022
|
Laurel Durkay
The Global Listed Real Assets Team sees favorable macroeconomics and secular tailwinds favoring global real estate and REITs in 2022.
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2022-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2022 Outlook
• Jan 18, 2022
|
Marte Borhaug
Whether looked at through the lens of economics, health, politics or sustainability, what outcomes might we see in the year ahead? Here more from the Marte Borhaug, Head of Sustainable Outcomes for the International Equity Team.
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2022-outlooks
active-fundamental-equity
Active Fundamental Equity
page
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2022 Outlook
• Jan 18, 2022
|
Marte Borhaug
Companies faced with a changing world and seeking to deliver better sustainable outcomes must explore their surroundings and seek new information for survival. The International Equity team’s Marte Borhurg explores.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
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2022 Outlook
• Jan 18, 2022
|
Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2022 Outlook
• Jan 18, 2022
|
Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
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2022-outlooks
fixed-income
Fixed Income
page
|
2022 Outlook
• Jan 18, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Incomed team, sees great potential for active – and selective – investors building fixed income portfolios in the upcoming year
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2022-outlooks
fixed-income
Fixed Income
video
|
2022 Outlook
• Jan 18, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income team shares his thoughts on 2022.
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2022-outlooks
active-fundamental-equity
Active Fundamental Equity
page
|
2022 Outlook
• Jan 17, 2022
|
Jitania Kandhari
EM equities are poised for a comeback in 2022 and beyond. Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, Portfolio Manager for Active International Allocation, Head of Macro and Thematic Research for the Emerging Markets Equity team, shares five reasons why.
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2022-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2022 Outlook
• Jan 17, 2022
|
Jitania Kandhari
EM equities are poised for a comeback in 2022 and beyond. Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, Portfolio Manager for Active International Allocation, Head of Macro and Thematic Research for the Emerging Markets Equity team, shares five reasons why.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2022 Outlook
• Jan 17, 2022
|
Andrew Slimmon
Andrew Slimmon looks at the history of post-recessionary environments and concludes that despite a less accommodative Fed, equity returns should be in positive territory again in 2022.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2022 Outlook
• Jan 17, 2022
|
Andrew Slimmon
Andrew Slimmon, Senior Portfolio Manager and Head of the Applied Equity Advisors team for the shares his thoughts on 2022.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Jan 15, 2022
|
Global Fixed Income Team
How impactful will Omicron be? How much should markets fear the Fed? Will inflation slow? The Global Fixed Income Team examine the prevailing market dynamics.
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fixed-income
Fixed Income
audio
|
Insight audio
• Jan 14, 2022
|
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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2022-outlooks
real-assets
Real Assets
page
|
2022 Outlook
• Jan 14, 2022
|
Morgan Stanley Real Estate Investing
2021 swift economic recovery has propelled the global economy to the mid-phase of a typical economic cycle. With GDP growth expected to moderate, and monetary policy to tighten, Morgan Stanley Real Estate Investing examine what the new phase may mean for the asset class.
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2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2022 Outlook
• Jan 13, 2022
|
Mark van der Zwan
Our AIP Hedge Fund Solutions team examines the changing nature of risk that we can expect to see in 2022. Rising volatility and performance dispersion creates an opportunity for hedge fund managers in the new year.
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2022-outlooks
page
|
2022 Outlook
• Jan 12, 2022
|
The Eaton Vance Value Equity Team makes the case for Value investing in 2022.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Jan 12, 2022
|
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
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Jan 12, 2022
|
Andrew Harmstone, Manfred Hui
As we enter 2022, Omicron continues to spread, amid a hawkish Fed and setbacks to Biden’s Build Back Better bill. That said, we expect equities to continue to outperform fixed income, and provide moderate returns, given the healthy growth outlook.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Jan 10, 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.
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2022-outlooks
fixed-income
Fixed Income
page
|
2022 Outlook
• Jan 05, 2022
|
Global Fixed Income Team
The Global Fixed Income Team shares it views on the credit market in the upcoming year.
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
page
|
Sustainable Investing
• Jan 04, 2022
|
Vikram Raju,
Navindu Katugampola,
Alice Vilma
The importance of sustainability continues to increase in the private markets. Here we examine the factors, such as government legislation and client preferences, that are driving the change and evolution towards better sustainable investing practices.
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fixed-income
Fixed Income
page
|
Insight Article
• Jan 04, 2022
|
Kevin Lynyak,
James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Dec 30, 2021
|
Alex Gabriele
Blockchain technology not only underpins cryptocurrencies but has the potential to alter existing industry dynamics and encourage cooperation among natural competitors, resulting in greater efficiencies and higher quality. Alex Gabriele of the International Equity team explains.
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edge
active-fundamental-equity
Active Fundamental Equity
page
|
EDGE
• Dec 26, 2021
|
Counterpoint Global
After decades of development in garages and hobby shops, small drones are finally ready to make an impact in the enterprise. We discuss the evolution of enterprise drones and how the technology could disrupt small package delivery and aerial data collection. We also discuss the regulatory and societal challenges facing the enterprise drone industry today and highlight recent progress towards overcoming those challenges.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• Dec 22, 2021
|
Andrew Slimmon
In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.
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fixed-income
Fixed Income
audio
|
Insight audio
• Dec 17, 2021
|
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
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Dec 15, 2021
|
Global Fixed Income Team
Uncertainty around Omicron in conjunction with hawkish central banks has upended credit and equity markets. How will this affect the growth/inflation nexus?
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liquidity-watch
liquidity
Liquidity
audio
|
Liquidity Watch
• Dec 15, 2021
|
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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|
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• Dec 14, 2021
|
Patrick Reid,
Eban Cucinotta
The AIP Hedge Fund Solutions team examines the advantages of using certain alternative risk premia (ARP) to fill the role of bonds in a diversified portfolio without the need to take long-duration risk in a market environment that will likely see increased inflation and tighter Fed monetary policy in the near future.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Dec 13, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief 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
• Dec 10, 2021
|
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.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Dec 10, 2021
|
Andrew Harmstone, Manfred Hui
Markets fell sharply in response to Omicron in November, and the rising uncertainty about how much the Fed may taper suggests maintaining a cautious risk exposure. See how we are responding to rates, shipping disruptions, energy prices and more.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Dec 06, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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|
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active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• Dec 06, 2021
|
Bruno Paulson
The International Equity Team’s Bruno Paulson discusses how the team positions its global portfolios to achieve concentrated exposure to long-term compounders, no matter macroeconomic conditions.
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|
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fixed-income
Fixed Income
audio
|
Insight audio
• Dec 03, 2021
|
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.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Nov 29, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Nov 24, 2021
|
Nathan Wong
Something unusual is underfoot: company profit warnings caused by a lack of supply, rather than an unexpected drop in demand. In this environment pricing power is vital to profit margin, as the International Equity team explains.
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|
|
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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• Nov 22, 2021
|
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.
|
|
|
|
fixed-income
Fixed Income
audio
|
Insight audio
• Nov 19, 2021
|
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.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• Nov 16, 2021
|
Global Fixed Income Team
The strong post-2020 economic recovery has led to a new era ruled by rising yields and higher inflation. Going forward, we believe it will be critical to invest in areas of fixed income that may be less impacted by rising rates. In our view, the Morgan Stanley Global Fixed Income Opportunities Fund is well-positioned for this environment.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Nov 16, 2021
|
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.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• Nov 15, 2021
|
Global Fixed Income Team
With U.S. inflation accelerating to its highest rate in a decade, the U.S. Investment Grade Research Team provides a detailed snapshot on the effects the surrounding uncertainty is having on fixed income sectors.
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|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Nov 15, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Nov 15, 2021
|
Global Fixed Income Team
While policy normalization has begun, learn why we believe major central banks will likely take a more leisurely approach to policy adjustments than the market expects and why we feel it will be a ‘long and winding road’ to tighter monetary policy.
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|
|
fixed-income
Fixed Income
page
|
Insight Article
• Nov 12, 2021
|
Kevin Lynyak,
James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• Nov 11, 2021
|
Kevin Lynyak, John Dillon, James Benadum
Higher than expected inflation has caught the attention of global central banks and bond markets. The FIMS team explores.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Nov 10, 2021
|
Andrew Harmstone, Manfred Hui
As markets recovered in October and market volatility fell, we increased equity exposure while keeping an eye on rising energy prices, central bank tapering and China property risks. Read more on why we think market winds may be changing.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Nov 08, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• Nov 08, 2021
|
Andrew Slimmon
In his November TAKE, Andrew Slimmon details why it’s entirely logical the S&P 500 has done so well this year. And the market is following one of the most simplistic rules of investing.
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|
|
fixed-income
Fixed Income
audio
|
Insight audio
• Nov 05, 2021
|
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.
|
|
|
|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
|
Sustainable Investing
• Nov 03, 2021
|
Bruno Paulson
Bruno Paulson discusses how the increase in sustainable investing regulations is impacting corporations and investment managers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Nov 03, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
liquidity-watch
liquidity
Liquidity
audio
|
Liquidity Watch
• Nov 03, 2021
|
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.
|
|
|
|
real-assets
Real Assets
page
|
Media Appearance
• Nov 02, 2021
|
Lauren Hochfelder
Lauren Hochfelder, Managing Director, Deputy Chief Investment Officer of MSREI and Head of MSREI Americas, Morgan Stanley and Adam Schwartz, Co- CEO and Co-Chief Investment Officer, Angelo Gordon speak with Bloomberg’s Lisa Abramowicz at the Bloomberg Invest Global Summit about the outlook for global real estate.
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|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Nov 01, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• Oct 31, 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Evergrande: What If The Cavalry Never Comes?"
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|
|
|
sustainable-investing
private-credit-and-equity
Private Credit & Equity
page
|
Sustainable Investing
• Oct 27, 2021
|
Vikram Raju
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
|
|
|
|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
|
Sustainable Investing
• Oct 26, 2021
|
International Equity Team
In 60 seconds learn about the carbon-light global equity portfolio that is resilient through volatility, aligns with your priorities, and is managed by portfolio managers with the access to engage directly with companies.
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|
|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainable Investing
• Oct 26, 2021
|
Vladimir Demine, Candida de Sliva
In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Oct 25, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Oct 25, 2021
|
Bruno Paulson
Against a relatively positive macroeconomic outlook, there is the potential for significant cost pressures over the next decade, where pricing power will be the key for quality companies to protect margins. The International Equity team explores.
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|
|
|
sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• Oct 25, 2021
|
Vladimir Demine
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
|
|
|
|
fixed-income
Fixed Income
audio
|
Insight audio
• Oct 22, 2021
|
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.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• Oct 21, 2021
|
John Dillon
John Dillon provides a review and outlook on the Municipal Bond Market.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Oct 18, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Oct 15, 2021
|
Global Fixed Income Team
With inflationary pressures stronger and central banks less dovish, we expect government bond yields to drift higher as we move towards tighter monetary policy.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• Oct 15, 2021
|
Kevin Lynyak,
James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Oct 14, 2021
|
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.
|
|
|
|
sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• Oct 13, 2021
|
Barbara Calvi
In its inaugural Engagement Report, the Global Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues.
|
|
|
|
fixed-income
Fixed Income
audio
|
Insight audio
• Oct 08, 2021
|
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.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Oct 08, 2021
|
Andrew Harmstone, Manfred Hui
Winter is coming and growth is slowing – but still healthy. With equity valuations high, we have reduced risk as we see limited upside and fragile, risk-off sentiment. At the same time, we are seeking opportunities to take advantage of any excessive weakness.
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|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• Oct 06, 2021
|
Michael Mauboussin, Dan Callahan
Accounting has not kept pace with the changing economics of businesses, which has created a huge gap between what companies report in their financial statements and what an investor needs to understand a business. To better categorize activities, we suggest making adjustments within the statement of cash flows pertaining to stock-based compensation, leases, and intangible investments. We believe these adjustments substantially improve the description of a business. We share a case study of Amazon for 2020 to make the concepts more concrete.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• Oct 05, 2021
|
Andrew Harmstone, Li Zhang, Christian Goldsmith
Given the increasingly disruptive force of climate events, achieving net-zero carbon emission promises to be one of the themes driving investment markets over the coming decades. We analyse responses, risks and opportunities by country and sector.
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|
page
|
Insight Article
• Oct 05, 2021
|
Seema Hingorani
Morgan Stanley Investment Management’s Seema Hingorani was recently presented with France’s highest honor for her work in the diversity and inclusion space. This article discusses her endeavor to address the gender gap in asset management and the critical importance of diversity.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• Oct 04, 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What Is The Bond Market Thinking?"
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Oct 04, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• Sep 30, 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Why the U.S. Housing Boom Can Continue"
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Sep 30, 2021
|
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.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• Sep 29, 2021
|
Bruno Paulson
Bruno Paulson discusses what he believes may be the long-term impact of the pandemic.
|
|
|
|
sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
|
Convergence
• Sep 29, 2021
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Counterpoint Global
Sustainability Research at Counterpoint Global has produced a method to systematically measure the potential cost of carbon emissions as well as the financial impact of a carbon tax. Our framework allows us to translate these costs into estimates of stock returns. We believe that measuring the cost of carbon emissions allows us to better understand the environmental risks for the companies in our portfolio as well as for those we do not own. We also seek to help our clients benefit from the many opportunities that a low-emissions world could create.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• Sep 27, 2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief 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
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Insight audio
• Sep 24, 2021
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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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fixed-income
Fixed Income
page
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Insight Article
• Sep 23, 2021
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Kevin Lynyak,
James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• Sep 22, 2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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liquidity-watch
liquidity
Liquidity
audio
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Liquidity Watch
• Sep 22, 2021
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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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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• Sep 20, 2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief 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
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Market Pulse
• Sep 16, 2021
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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-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• Sep 15, 2021
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Global Fixed Income Team
With investors debating when economic growth, Covid and inflation will peak, it may be useful to focus on what we know with certainty rather than sentiment.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• Sep 14, 2021
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Laura Bottega
The summer of fire and floods has highlighted the compounding effect of global warming, presenting companies with an array of risks and opportunities. Laura Bottega explains how these ESG factors help shape our portfolios.
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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• Sep 14, 2021
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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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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• Sep 13, 2021
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