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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  Dec 06, 2021  •  13:29 Min

Can You Handle the Truth? What the Yield Curve Is Telling Us. 

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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Insight Video  •  Dec 06, 2021  •  2:19 Min

Health of the economy and our portfolios 

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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fixed-income Fixed Income audio
Insight audio  •  Dec 03, 2021  •  5:16 Min

Municipal Update with John Dillon 

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

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  Nov 29, 2021  •  11:50 Min

Once More Unto the Breach. . .but Looking for Opportunities Amid Volatility 

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  •  Nov 24, 2021

Supply Chain Squeeze  

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  •  5:18 Min

The Key Ingredient for the 2021 Bull Market is Still in the 2022 Mix 

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  •  5:01 Min

Municipal Update with John Dillon 

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

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fixed-income Fixed Income page
Insight Article  •  Nov 16, 2021

A Solution in a Rising Rate and Inflationary Environment 

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  •  15:42 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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fixed-income Fixed Income page
Insight Article  •  Nov 15, 2021

Credit Markets Brace for Inflation: Winners vs. Losers 

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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Caron's Corner  •  Nov 15, 2021  •  12:47 Min

2022: A Year Ahead Without a Consensus  

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  •  Nov 15, 2021

Is Monetary Policy Angst Overdone? 

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

Preferred Market Update 

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

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fixed-income Fixed Income page
Insight Article  •  Nov 11, 2021

Twists and turns: Central banks and the yield curve begin to react to persistent inflation 

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

Winds are changing? 

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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Caron's Corner  •  Nov 08, 2021  •  12:45 Min

Market Disconnect? Bond Yields Face-Off Against Inflation Risks 

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  •  Nov 08, 2021

Equity Market Commentary - November 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  •  5:39 Min

Municipal Update with John Dillon 

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

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Sustainable Investing  •  Nov 03, 2021  •  2:42 Min

Sustainable investing and how it impacts corporations and investment managers 

Bruno Paulson
Bruno Paulson discusses how the increase in sustainable investing regulations is impacting corporations and investment managers.

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Caron's Corner  •  Nov 03, 2021  •  10:35 Min

FOMC Recap: Policy Optionality Matters - No Rush to Hike Rates  

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

Morgan Stanley’s Lauren Hochfelder on Real Estate Outlook 

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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Caron's Corner  •  Nov 01, 2021  •  12:50 Min

Trouble with the (Yield) Curve? No. Financial Conditions Still Easy 

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-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  Oct 31, 2021

Evergrande: What If The Cavalry Never Comes? 

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  •  Oct 27, 2021

Debunking Six Myths About Climate Investing 

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  •  Oct 26, 2021

Global Sustain – High quality, low carbon investing 

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

Decarbonisation: The Inevitable Policy Response 

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  •  17:00 Min

A Bearish View on the U.S. Dollar and its Impact on the Market 

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  •  Oct 25, 2021

No Margin for Error  

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

Engage Autumn 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  •  5:42 Min

Municipal Update with John Dillon 

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

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fixed-income Fixed Income page
Insight Article  •  Oct 21, 2021

Future Hindsight  

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  •  12:33 Min

Take it or Leave it: Global Central Banks Are Split on How to Handle Inflation 

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  •  Oct 15, 2021

Who Let the Hawks Out? 

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

Preferred Market Update 

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

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  Oct 14, 2021  •  10:11 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Sustainable Investing  •  Oct 13, 2021

Global Fixed Income 2021 Engagement Report 

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  •  6:21 Min

Municipal Update with John Dillon 

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

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  Oct 08, 2021

Winter is Coming? 

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

Categorizing for Clarity: Cash Flow Statement Adjustments to Improve Insight 

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

Climate Transition 

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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Insight Article  •  Oct 05, 2021

For Gender Equality in Asset Management 

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  •  Oct 04, 2021

What Is The Bond Market Thinking? 

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  •  13:38 Min

Stagflation? No! But Watch the Dollar. 

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 Multi-Asset Viewpoint  •  Sep 30, 2021

Why the U.S. Housing Boom Can Continue 

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  •  12:40 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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active-fundamental-equity Active Fundamental Equity video
Insight Video  •  Sep 29, 2021  •  1:44 Min

Long-term impact of the pandemic 

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

Beyond Virtue Signaling: Financial Materiality of Carbon Emissions 

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  •  9:16 Min

Why U.S. Bond Yields Are Rising – and How High They May Go 

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
Insight audio  •  Sep 24, 2021  •  5:51 Min

Municipal Update with John Dillon 

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

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fixed-income Fixed Income page
Insight Article  •  Sep 23, 2021

Preferred Market Update 

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

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  Sep 22, 2021  •  11:14 Min

FOMC Recap: Hawkish Dot-plot, but Dovish Presser  

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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Caron's Corner  •  Sep 20, 2021  •  8:25 Min

Ambiguity, not Volatility, Is the Primary Market Risk Currently – How Will the Fed React? 

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  •  Sep 16, 2021  •  10:43 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Global Fixed Income Bulletin  •  Sep 15, 2021

Traversing Peaks 

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

Advance Warming 

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  •  06:19 Min

Surprise: 2021 Fundamentals Often Have Exceeded Stock Price Performances 

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  •  Sep 13, 2021  •  09:20 Min

The Payfors of Taxes, Debt and Inflation May Create a Noisy September 

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
Insight audio  •  Sep 10, 2021  •  05:12 Min

Municipal Update with John Dillon 

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

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  Sep 10, 2021

Equity Market Commentary - Sept 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

Jackson Hole: Dovish Fed reassures markets 

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

Turn and Face the Strange 

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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Caron's Corner  •  Sep 07, 2021  •  11:01 Min

The Four Corners of Risk – And Why Yields Can Rise 

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-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  Aug 31, 2021

Inflation Outlook – One Year Later 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Outlook – One Year Later"

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  Aug 30, 2021  •  8:10 Min

Still on Easy Street – But What Are the Risks? 

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
Insight audio  •  Aug 27, 2021  •  5:37 Min

Municipal Update with John Dillon 

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

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  Aug 23, 2021

The Impact of a Shift From Reflation to Recovery 

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  •  Aug 23, 2021

Global Equity Observer: A Collection of Quality Insights – Volume 1 

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  •  Aug 19, 2021

What's Going On?  

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  •  Aug 18, 2021  •  8:18 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Insight Article  •  Aug 18, 2021

Preferred Market Update 

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

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Global Equity Observer  •  Aug 13, 2021

Back to Basics 

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  •  6:08 Min

Municipal Update with John Dillon 

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

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Tales From the Emerging World  •  Aug 10, 2021

The Electric Summer of ’91: India’s Hopes Then and Now 

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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Insight Article  •  Aug 09, 2021

Alternative Lending Through the Cycle 

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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Media Appearance  •  Aug 06, 2021

Dennis Lynch’s Inception Portfolio topped The Wall Street Journal’s quarterly Winners’ Circle 

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  •  Aug 05, 2021

Is Low US Government Issuance Depressing US 10-Year Yields? 

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  •  Aug 04, 2021  •  10:01 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Consilient Observer  •  Aug 03, 2021

Everything Is a DCF Model 

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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Caron's Corner  •  Aug 02, 2021  •  11:45 Min

Money Never Sleeps. . .but Bond Yields Do 

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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Investment Focus  •  Jul 31, 2021

Where to Next: A Framework for Resilience 

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

Increasing Duration Opens Up New Realms for the Private Equity Secondaries Market 

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

Hedge Fund "FOMO"— Looking Beyond Benchmarks  

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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Caron's Corner  •  Jul 26, 2021  •  8:51 Min

Why Bond Yields Are Low – Technicals vs. Fundamentals 

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  •  Jul 23, 2021

Quality in a Brave New World 

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  •  Jul 21, 2021  •  11:20 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Tales From the Emerging World  •  Jul 20, 2021

Whither the Bubblets of 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  •  Jul 19, 2021

Climate-Related Risk Data for Real Assets: A Framework for Assessment  

Mona Benisi
A new framework for assessing climate risk data may help real estate investors evaluate risks.

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Caron's Corner  •  Jul 19, 2021  •  9:49 Min

Pricing the Trough After the Peak - but the Level Matters 

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  •  Jul 16, 2021

Where Is All the Yield Going? 

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  •  5:16 Min

Municipal Update with John Dillon 

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

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Takeaways & Key Expectations  •  Jul 14, 2021

Equity Market Commentary - July 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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Insight Article  •  Jul 13, 2021

Preferred Market Update 

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

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Caron's Corner  •  Jul 12, 2021  •  10:32 Min

Reflation and Reverse Repos: Following the Money 

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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Engagement Report  •  Jul 07, 2021

Tapping the power of ESG in emerging markets 

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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Caron's Corner  •  Jul 06, 2021  •  7:07 Min

Bond Yields Are Falling Despite Stronger Data: What’s Going On? 

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

Fed’s hawkish surprise, yet markets unruffled 

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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Insight audio  •  Jul 02, 2021  •  07:18 Min

Municipal Update with John Dillon 

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

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Insight Video  •  Jul 01, 2021

When to buy quality  

Jill Ytuarte
Jill Ytuarte, Managing Director on the International Equity Team, discusses "when is the right time to buy quality?"

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