|
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.
|
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|
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.
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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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
|
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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|
|
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.
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|
|
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?"
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|
|
|
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"
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|
|
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.
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|
|
|
sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
|
Convergence
• Sep 29, 2021
|
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
|
Caron's Corner
• Sep 27, 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.
|
|
|
|
fixed-income
Fixed Income
audio
|
Insight audio
• Sep 24, 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
• Sep 23, 2021
|
Kevin Lynyak,
James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Sep 22, 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.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Sep 20, 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.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Sep 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.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Sep 15, 2021
|
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
|
Global Equity Observer
• Sep 14, 2021
|
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
|
Market Alert
• Sep 14, 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.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Sep 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.
|
|
|
|
fixed-income
Fixed Income
audio
|
Insight audio
• Sep 10, 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.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• Sep 10, 2021
|
Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.
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|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Sep 08, 2021
|
Andrew Harmstone, Manfred Hui
The US Federal Reserve appears to be excessively dovish, in light of a strong and growing economy. See why in our view, high valuations, increasing global regulatory risks and the possibility that the Fed is making a policy mistake, are signalling caution.
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|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• Sep 08, 2021
|
Michael Mauboussin, Dan Callahan
This report examines the barriers to change for organizations. We use sports as the prime example but then apply the lessons to investment management. Organizations can be slow to adopt certain approaches even when they add value due to loss aversion, a preference for the status quo, and the fear of poor outcomes in the short run. Organizations may overcome these challenges by aligning behind a commitment to improvement, learning, transparency, and accountability. Good long-term results require developing and executing strategies that add value.
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|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Sep 07, 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
• Aug 31, 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Outlook – One Year Later"
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Aug 30, 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.
|
|
|
|
fixed-income
Fixed Income
audio
|
Insight audio
• Aug 27, 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
• Aug 23, 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
• Aug 23, 2021
|
William Lock
This May, the International Equity team celebrated the publication of our 50th Global Equity Observer (GEO) – our monthly series of investment insights through the lens of our high quality investment approach. We are delighted to share with you this selection of articles from our GEO series.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Aug 19, 2021
|
Global Fixed Income Team
Looking at the performance of U.S. Treasuries (and other developed government bond markets), one could be forgiven if one believed the economy was sinking. Other financial asset prices are sending a message that all is well. What gives? The Global Fixed Income Team explores.
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|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Aug 18, 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
• Aug 18, 2021
|
Kevin Lynyak,
James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Aug 13, 2021
|
William Lock,
Alistair Corden-Lloyd
In a world of daily financial chatter, it’s easy to get distracted from what drives the core of long-term returns; the power of compounding. William Lock and Alistair Corden-Lloyd explain.
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|
|
|
fixed-income
Fixed Income
audio
|
Insight audio
• Aug 13, 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.
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• Aug 10, 2021
|
Ruchir Sharma
India needs to keep in mind is that its economy is still relatively unfree, and so more than ever it should buck the global trend of more regulation and bigger government. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains.
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|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• Aug 09, 2021
|
Kenneth Michlitsch
As fintech alternative lending grew into a new asset class, investors wondered how these loans might perform in an economic downturn. We've now seen their fundamental resilience.
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|
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active-fundamental-equity
Active Fundamental Equity
page
|
Media Appearance
• Aug 06, 2021
|
Dennis Lynch
Dennis Lynch’s Inception Portfolio topped The Wall Street Journal’s quarterly Winners’ Circle survey with a gain of 140%.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Aug 05, 2021
|
Andrew Harmstone, Manfred Hui
As the US 10-year Treasury yield continues to move down, to many this appears counter-intuitive. We look at factors, which are likely contributing and what could reverse the direction.
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|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Aug 04, 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.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• Aug 03, 2021
|
Michael Mauboussin, Dan Callahan
We suggest the mantra “everything is a DCF model.” Whenever investors value a stake in a cash-generating asset, they should recognize they are using a discounted cash flow (DCF) model. The topic deserves attention because many market participants don’t think DCF models are relevant, and many use heuristics for value without recognizing the purpose and limitations of the shorthands. The intrinsic value, determined by the present value of future cash flows, attracts the price like a magnetic force. This means it is useful for investors to keep in mind the value drivers of a discounted cash flow model.
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|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Aug 02, 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.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Investment Focus
• Jul 31, 2021
|
AIP Private Markets Team
The AIP Private Markets team explains their framework for selecting companeis and constructing a portfolio that seeks to withstand changes in the economic cycle.
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|
private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• Jul 31, 2021
|
AIP Private Markets Team
The AIP Private Markets Secondaries team explores possible solutions to check or reverse the upward trend in duration and allay investors' concerns about increasing their allocation to private equity.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• Jul 29, 2021
|
Patrick Reid, Eban Cucinotta, Brian McGrath
Relying on benchmarks to evaluate your hedge funds’ performance can be misleading. We recommend incorporating complementary monitoring tools.
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|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Jul 26, 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
• Jul 23, 2021
|
Bruno Paulson
The International Equity team argues that the case for quality compounders remains largely unchanged in the “Brave New World” of reflation and inflation. Bruno Paulson discusses.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Jul 21, 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.
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• Jul 20, 2021
|
Ruchir Sharma
As worry spreads about the rise and fall of market bubbles, questions are asked about whether these price moves count as “bubbles,” poised to pop. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at history for the answer.
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sustainable-investing
real-assets
Real Assets
page
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Sustainable Investing
• Jul 19, 2021
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Mona Benisi
A new framework for assessing climate risk data may help real estate investors evaluate risks.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• Jul 19, 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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global-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• Jul 16, 2021
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Global Fixed Income Team
Yields continuing to fall, credit spreads tightening and equities rallying despite bearish news. The Global Fixed Income team discuss an extraordinary June.
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fixed-income
Fixed Income
audio
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Insight audio
• Jul 16, 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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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• Jul 14, 2021
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Andrew Slimmon
In his July TAKE, Andrew Slimmon shares his thoughts on the latest equity selloff in China and where he and his Applied Equity Advisors team stand with respect to the longer term investment prospects.
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fixed-income
Fixed Income
page
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Insight Article
• Jul 13, 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
• Jul 12, 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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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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Engagement Report
• Jul 07, 2021
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Vishal Gupta,
Steve Sun,
Arun Kapoor
Learn how the Emerging Markets Leaders Strategy team have actively engaged with invested companies to seek out value by promoting enhanced ESG practices.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• Jul 06, 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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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• Jul 05, 2021
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Andrew Harmstone, Manfred Hui
The Fed's hawkish surprise of two rate hikes projected for 2023 left markets unruffled, with the S&P 500 reaching all-time highs. Given longer-term headwinds, however, fundamentals, valuations and sentiment all point to the potential for higher volatility.
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fixed-income
Fixed Income
audio
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Insight audio
• Jul 02, 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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active-fundamental-equity
Active Fundamental Equity
video
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Insight Video
• Jul 01, 2021
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Jill Ytuarte
Jill Ytuarte, Managing Director on the International Equity Team, discusses "when is the right time to buy quality?"
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Resilience
• Jun 30, 2021
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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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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• Jun 30, 2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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active-fundamental-equity
Active Fundamental Equity
page
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Reprint
• Jun 30, 2021
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Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, was named one of the twenty best female portfolio managers by Citywire USA.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
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