|
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.
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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.
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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.
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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.
|
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|
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
|
Sustainable Investing
• Jul 19, 2021
|
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
|
Caron’s Corner
• Jul 19, 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
• Jul 16, 2021
|
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
|
Insight audio
• Jul 16, 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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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• Jul 14, 2021
|
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
|
Insight Article
• Jul 13, 2021
|
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
|
Caron’s Corner
• Jul 12, 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
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• Jul 07, 2021
|
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
|
Caron’s Corner
• Jul 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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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Jul 05, 2021
|
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
|
Insight audio
• Jul 02, 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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active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• Jul 01, 2021
|
Jill Ytuarte
Jill Ytuarte, Managing Director on the Internatioanl Equity Team, discusses "when is the right time to buy quality?"
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• Jun 30, 2021
|
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
|
Market Pulse
• Jun 30, 2021
|
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
|
Reprint
• Jun 30, 2021
|
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
|
Market Pulse
• Jun 29, 2021
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, thinks the recent surge in commodity prices has years to run.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• Jun 28, 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
• Jun 24, 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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private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• Jun 23, 2021
|
Morgan Stanley Next Level
As part of its ongoing commitment to advance racial and economic equity, Morgan Stanley’s new Next Level Fund invests in early-stage technology companies with women and diverse members on the founding teams.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• Jun 23, 2021
|
Michael Mauboussin, Dan Callahan
The shift in investments from tangible to intangible assets has important implications for how investors should think about corporate growth rates. Companies with more intangible assets can grow faster, but they can also become irrelevant and shrink faster. Our analysis of historical sales growth rates for U.S. companies reveals both of these results: higher growth and more dispersion, on average, for companies and industries with the highest intangible asset intensity. Skillful investors may be able to identify the companies that will grow faster than expected, hence providing the potential for attractive returns.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Jun 22, 2021
|
William Lock,
Laura Bottega
The companies within the International Equity team’s portfolios are encouraging their customers to live more sustainably. William Lock and Laura Bottega discuss.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• Jun 21, 2021
|
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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fixed-income
Fixed Income
audio
|
Insight audio
• Jun 18, 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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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• Jun 17, 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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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• Jun 16, 2021
|
Andrew Slimmon
In his June TAKE, Andrew Slimmon shares a number of historical market precedents that may provide insight regarding current equity markets and investor behavior.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Jun 16, 2021
|
Global Fixed Income Team
A quiet May saw the constructive market narrative continue. How long will this last, what does this mean for investors? The Global Fixed Income team discuss.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• Jun 16, 2021
|
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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|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• Jun 14, 2021
|
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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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Jun 11, 2021
|
Andrew Harmstone, Manfred Hui
Inflationary pressures are likely to persist in the second half of the year, with the potential for upside surprises. The GBaR team explain why these may be temporary effects, rather than the start of a new inflationary regime.
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active-fundamental-equity
Active Fundamental Equity
page
|
Media Appearance
• Jun 10, 2021
|
Ruchir Sharma
Writing in FOREIGN AFFAIRS Ruchir Sharma outlines why he believes that the decade ahead will be good for the developing world and emerging markets investors.
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sustainable-investing
audio
|
Sustainable Investing
• Jun 10, 2021
|
Emily Chew
In a recent episode of Brunswick Group’s podcast, The ESG Agenda, Emily Chew, Executive Vice President and Chief Responsible Investment Officer of Calvert
gives practical recommendations for boards to develop their companies’ corporate strategy in the era of sustainability disruption.
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fixed-income
Fixed Income
page
|
Insight Article
• Jun 09, 2021
|
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
fixed-income
Fixed Income
page
|
Sustainable Investing
• Jun 08, 2021
|
Gregory Finck, Navindu Katugampola, Barbara Calvi, Erin K. Glenn
Environmental, Social and Governance (ESG) factors are most often discussed in the context of corporate and sovereign debt issuers. But that’s changing, according to the Securitized Fixed Income Team, as client demand is driving change when it comes to mortgage and other asset-backed securities.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Jun 08, 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.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• Jun 07, 2021
|
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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|
|
sustainable-investing
page
|
Sustainable Investing
• Jun 04, 2021
|
Mona Benisi
Mona Benisi wins prestigious Women in Sustainability Leadership Award
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|
fixed-income
Fixed Income
audio
|
Insight audio
• Jun 04, 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
• Jun 02, 2021
|
Ruchir Sharma
The most ingenious uses of future digital technology are likely to be shaped in the emerging world. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.
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sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• Jun 02, 2021
|
Barbara Calvi, Navindu Katugampola, Anuj Gulati
Fixed income investors play an important role in pursuing positive sustainability outcomes through a constructive dialogue with issuers around ESG. The MSIM Global Fixed Income Team explains how they incorporate engagement throughout their investment process.
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active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• Jun 01, 2021
|
International Equity Team
What does Morgan Stanley’s International Equity Team mean by high-quality global equities with strong intangible assets?
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|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• Jun 01, 2021
|
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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|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• May 26, 2021
|
Marcus Watson
The twin virtues of scale and diversification in our high-quality holdings have played a part in their strong earnings performance both through the recent crisis and over time. Marcus Watson explains.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• May 25, 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.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• May 24, 2021
|
Andrew Slimmon
In his May TAKE, Andrew Slimmon shares his thoughts about what might happen to the U.S. equity markets should Wall Street continue to revise earnings estimates upward.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• May 24, 2021
|
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.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• May 21, 2021
|
Portfolio Solutions Group
In this paper, the Portfolio Solutions group explains why they believe that both the current low-yield environment and the likely impact on inflation and rates of the momentous events unfolding across the economic, financial and political landscape are weakening the pillars that support the case for US Treasurys.
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|
|
fixed-income
Fixed Income
audio
|
Insight audio
• May 21, 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.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• May 19, 2021
|
Michael Mauboussin, Dan Callahan
This report focuses on the customer as the basic unit of analysis in understanding value. The idea of customer lifetime value has been around for decades, but we believe our discussion is richer and more nuanced than what many companies and analysts present. We discuss a framework called customer-based corporate valuation, which links customer economics to shareholder value and offers a more robust way to forecast revenues. We also show the limitations of common ratios such as customer lifetime value to customer acquisition cost (LTV/CAC), explore how companies can create consumer and supplier surplus, provide a case study, examine trade-offs in the drivers of value, and explore common errors.
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|
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• May 17, 2021
|
Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.
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|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• May 17, 2021
|
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.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• May 14, 2021
|
Global Fixed Income Team
After rising significantly in March, U.S. Treasuries and most other developed market government bond yields fell measurably, despite solid, surprisingly strong economic data. The Global Fixed Income Team examines what these dynamics mean for fixed income investors.
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|
real-assets
Real Assets
page
|
Insight Article
• May 13, 2021
|
Morgan Stanley Real Estate Investing
The largest investable commercial real estate segment in the U.S., the office sector has also been the most affected by the pandemic. Morgan Stanley Real Estate Investing conducted a survey of U.S. corporates to find out what will really be the lasting impact of COVID-19 on the sector. The findings are in the team’s latest piece.
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|
fixed-income
Fixed Income
page
|
Insight Article
• May 12, 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
• May 11, 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.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• May 10, 2021
|
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.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• May 10, 2021
|
Andrew Harmstone
US equities are expensive, but valuations do not yet appear extreme enough to qualify as a bubble, given strong earnings growth and current low interest rates. With ample fiscal support and liquidity, we see limited downside risk in the short term.
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|
|
fixed-income
Fixed Income
audio
|
Insight audio
• May 07, 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.
|
|
|
|
market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• May 05, 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.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• May 05, 2021
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines her five reasons to have confidence in the American consumer.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• May 03, 2021
|
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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|
|
real-assets
Real Assets
page
|
Media Appearance
• May 03, 2021
|
Chris Ortega
The outlook for renewable energy infrastructure in the U.S. has never looked more promising. Morgan Stanley Infrastructure Partners’ Chris Ortega discusses the importance of investing to support the whole value chain of technologies that will facilitate the transition away from carbon-intensive energy systems.
|
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• Apr 30, 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Could Value be Starting a Structural Bull Market?"
|
|
|
|
sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• Apr 30, 2021
|
Vladimir Demine
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Apr 29, 2021
|
Bruno Paulson
There are reasons to believe that the recent “Growth Bubble” may have peaked and the “Value Rally” is nearing its end. In our minds this presents an excellent opportunity to invest in Quality Compounders. Bruno Paulson explores.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• Apr 29, 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Apr 28, 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.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• Apr 26, 2021
|
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.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Apr 23, 2021
|
Global Fixed Income Team
Vaccination numbers are far better than anticipated, but, given market pricing and expectations, the strategy implications remain unchanged. GFIO Team explores.
|
|
|
|
fixed-income
Fixed Income
audio
|
Insight audio
• Apr 23, 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
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
ENGAGEMENT REPORT
• Apr 20, 2021
|
Global Emerging Markets Team
The team shares their progress on ESG engagement in 2020, how they actively promoted better corporate behaviour, and their 2021 engagement priorities.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• Apr 19, 2021
|
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.
|
|
|
|
page
|
Media Appearance
• Apr 16, 2021
|
Seema Hingorani
Seema Hingorani talks to Barron’s about the dearth of women in investment management, why it has been so hard to change the face of the industry and what more is needed.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Apr 15, 2021
|
Andrew Harmstone
Rapid vaccine rollouts, combined with stimulative policy, have made Developed Markets and particularly the US, leaders of the global recovery. Yet there are reasons to be cautious, as record levels of equity issuance and inflows create a tug-of-war.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• Apr 14, 2021
|
Michael Mauboussin, Dan Callahan
This report describes market-expected return on investment (MEROI), which measures the return at which the present value of a company’s profits equals the present value of its investments. This allows executives and investors to see how high the bar is set. Measuring returns has become harder as investments have shifted from being mostly tangible to intangible. We gain a clearer view of returns and expectations by separating expenses and investments properly. We break new ground by connecting valuation and accounting.
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|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• Apr 12, 2021
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Kevin Lynyak, John Dillon, James Benadum
The Fixed Income Managed Solutions Team provides an update on the Global Fixed Income Markets, which continued to normalize over the first quarter, as the effect of the relief packages hit, and the pace of vaccinations surprised on the upside.
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fixed-income
Fixed Income
page
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Insight Article
• Apr 12, 2021
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Richard Lindquist, Jack Cimarosa
Amid improving economic data, declining defaults, and the relatively low level of nominal and real yields the Global High Yield Team explains why they believe high yield bonds remain one of the most appealing investment options available across Fixed Income.
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fixed-income
Fixed Income
page
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Insight Article
• Apr 12, 2021
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Kevin Lynyak,
James Benadum
Kevin and James provide an update on the Preferred Securities Market, which saw a rebound in March thanks to stabilizing interest rates and retail inflows.
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carons-corner
fixed-income
Fixed Income
audio
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Caron’s Corner
• Apr 12, 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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fixed-income
Fixed Income
audio
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Insight audio
• Apr 09, 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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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
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Sustainable Investing
• Apr 08, 2021
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Vladimir Demine, Candida de Sliva
Decarbonisation 101. The International Equity Team discusses how a high quality equity portfolio can help investors seeking to reduce their carbon footprint.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• Apr 07, 2021
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Ruchir Sharma
Will doubts about economic reform prevent Brazil from capitalizing on the nascent revival of commodity prices in emerging markets? Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• Mar 31, 2021
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Soledad Lopez,
Navindu Katugampola,
Barbara Calvi
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Global Multi-Asset Viewpoint
• Mar 31, 2021
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Will the Bond Bear Kill the Equity Bull?"
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• Mar 31, 2021
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Nic Sochovsky
Hasn’t the internet leveled the playing field for big and small brands? Nic Sochovsky of the International Equity team looks at why big brands continue to thrive in the digital age.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• Mar 30, 2021
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William Littleton,
Nathan Sheldon
The Managed Solutions Group examines how the markets performed in 2020 and provides their thoughts on what they expect for 2021.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Mar 30, 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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carons-corner
fixed-income
Fixed Income
audio
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Caron’s Corner
• Mar 29, 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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fixed-income
Fixed Income
audio
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Insight audio
• Mar 26, 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
page
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Insight Article
• Mar 25, 2021
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Vishal Gupta
Investors seeking a risk-managed approach to emerging markets growth should consider Emerging Markets Leaders their guide, says Portfolio Manager, Vishal Gupta.
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active-fundamental-equity
Active Fundamental Equity
page
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Media Appearance
• Mar 22, 2021
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Counterpoint Global
“So how do the fund managers of one of the best growth mutual funds decide which stocks to own? A sustainable competitive advantage, strong balance sheets and attractive risk/reward are just a few of the traits they seek.”
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