Insights

Sustainable Investing

Learn how the Emerging Markets Leaders Strategy team have actively engaged with invested companies to seek out value by promoting enhanced ESG practices.

Sustainable Investing

Emily Chew featured in Brunswick Group's podcast, ESG Agenda

Jun 10, 2021

Emily Chew gives practical recommendations for boards to develop their companies’ corporate strategy in the era of sustainability disruption.

Global Fixed Income Bulletin
Global Equity Observer

Global Fixed Income Bulletin • Jul 2021

Where Is All the Yield Going?

Global Fixed Income Bulletin • Jun 2021

Where Did Volatility Go?

Global Fixed Income Bulletin • May 2021

Welcome to the Brave New World!

Global Fixed Income Bulletin • Apr 2021

The More Things Change, the More they Stay the Same

Global Fixed Income Bulletin • Mar 2021

A Tantrum, or the Return to Fair Value?

Global Fixed Income Bulletin • Feb 2021

Alea iacta est ('the die is cast')

Global Fixed Income Bulletin • Jan 2021

Everything’s Changed… Nothing’s Changed: Extraordinary Returns in an Extraordinary Year

Global Fixed Income Bulletin • Dec 2020

The Heat Is On

Global Fixed Income Bulletin • Nov 2020

How Big Are the Waves?

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Global Equity Observer • Jul 2021

Quality in a Brave New World

Global Equity Observer • Jun 2021

Low Carbon Ambition

Global Equity Observer • May 2021

Scale and Diversification

Global Equity Observer • Apr 2021

Is quality now (relatively) on sale?

Global Equity Observer • Mar 2021

Why big brands thrive in a digital age

Global Equity Observer • Feb 2021

Insta-engagement

Global Equity Observer • Jan 2021

Avoiding losing money in equities

Global Equity Observer • Dec 2020

A Value Rally Ahead? Looking in the Rear-View Mirror

Global Equity Observer • Oct 2020

Resilient Compounders: Worth Every Penny

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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Insight Video • Jul 01, 2021
When to buy quality Jill Ytuarte Jill Ytuarte, Managing Director on the Internatioanl Equity Team, discusses "when is the right time to buy quality?"

Resilience • Jun 30, 2021
Long Short Equity Strategies: "Hedging" Your Bets 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.

Market Pulse • Jun 30, 2021
The Policy Puzzle: Procyclical or Countercyclical 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.

Reprint • Jun 30, 2021
“Winning Women” - Jitania Kandhari Named One of the Top Twenty Female Portfolio Managers by Citywire USA 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.

Market Pulse • Jun 29, 2021 • 4:29 Min
Why the Commodity Boom Can Last 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.

Caron’s Corner • Jun 28, 2021 • 14:12 Min
Infrastructure a-Go-go: What it Means for Markets 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.

Insight Article • Jun 23, 2021
Investing in Startups Founded by Women and Multicultural Entrepreneurs 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.

Consilient Observer • Jun 23, 2021

The Impact of Intangibles on Base Rates

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.

Global Equity Observer • Jun 22, 2021
Low Carbon Ambition 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.

Caron’s Corner • Jun 21, 2021 • 11:18 Min
Is This the Start of Something Bigger? A Look at Asset Pricing 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 Alert • Jun 17, 2021 • 4:46 Min
Market Alert with Andrew Slimmon: The Fed’s Message 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.

Takeaways & Key Expectations • Jun 16, 2021
Equity Market Commentary - June 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.

Global Fixed Income Bulletin • Jun 16, 2021
Where Did Volatility Go? 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.

Caron’s Corner • Jun 16, 2021 • 8:41 Min
Key Takeaways From Today’s Fed Meeting 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.

Caron’s Corner • Jun 14, 2021 • 11:16 Min
What if Inflation Is Not Transitory - and What Happens Next? 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 • Jun 11, 2021
US Inflation: Real or Noise? 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.

Media Appearance • Jun 10, 2021
Foreign Affairs: The Resurgence of the Rest 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.

Sustainable Investing • Jun 10, 2021 • 22:39 Min
Emily Chew featured in Brunswick Group's podcast, ESG Agenda 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.

Sustainable Investing • Jun 08, 2021

MSIM’s Securitized Sustainability Framework: Promoting Responsible Lending & Driving Positive Impact Alignment

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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Caron’s Corner • Jun 07, 2021 • 11:54 Min
The Jobs "Wager" 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.

Sustainable Investing • Jun 04, 2021
Mona Benisi Wins 2021 Women in Sustainability Leadership Award Mona Benisi Mona Benisi wins prestigious Women in Sustainability Leadership Award

Insight audio • Jun 04, 2021 • 7:54 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.

Tales From the Emerging World • Jun 02, 2021
Where the Digital Future Will Unfold 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.

Sustainable Investing • Jun 02, 2021
MSIM Fixed Income Engagement Strategy: Integrated, Insightful, Influential 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.

Insight Video • Jun 01, 2021
Discover Morgan Stanley Global Franchise International Equity Team What does Morgan Stanley’s International Equity Team mean by high-quality global equities with strong intangible assets?

Caron’s Corner • Jun 01, 2021 • 11:16 Min
Labor, Labor, Everywhere, Not a Person to Hire 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 Equity Observer • May 26, 2021
Scale and Diversification 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.

Market Pulse • May 25, 2021 • 12:00 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.

Takeaways & Key Expectations • May 24, 2021
Equity Market Commentary - May 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.

Caron’s Corner • May 24, 2021 • 8:24 Min
It’s Better to Travel Than Arrive 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.

Insight Article • May 21, 2021

Re-Examining the Role of US Treasurys in Institutional Portfolios

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.

Insight audio • May 21, 2021 • 7:21 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.

Consilient Observer • May 19, 2021

The Economics of Customer Businesses

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.

Insight Article • May 17, 2021
An Introduction to Alternative Lending Kenneth Michlitsch As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

Caron’s Corner • May 17, 2021 • 11:48 Min
Like Looking Through a Dirty Window: The Data Is Noisy and Unclear 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 • May 14, 2021
Welcome to the Brave New World! 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.

Insight Article • May 13, 2021

U.S. Office Workplace Survey: Reduced, Reconfigured, but Still Required

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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Market Pulse • May 11, 2021 • 10:51 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.

Caron’s Corner • May 10, 2021 • 9:58 Min
There Is a Risk of Investor Complacency. Here’s How Bonds Can Help 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 • May 10, 2021
The Problem is the P not the E 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.

Insight audio • May 07, 2021 • 9:20 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.

Market Alert • May 05, 2021 • 5:48 Min
Market Alert with Andrew Slimmon: Is There a Fat Pitch? 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 • May 05, 2021 • 4:54 Min
Five Reasons To Be Bullish on the American Consumer 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.

Caron’s Corner • May 03, 2021 • 8:30 Min
Strong Data Brings Inflation Risks – Should We Be Worried? 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.

Media Appearance • May 03, 2021
Back to the Future With the Energy Transition 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.

Global Multi-Asset Viewpoint • Apr 30, 2021
Could Value be Starting a Structural Bull Market? 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?"

Engagement Report • Apr 30, 2021
Engage Spring 2021 Vladimir Demine The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

Global Equity Observer • Apr 29, 2021
Is quality now (relatively) on sale? 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 • Apr 29, 2021
A Strong Recovery in the Economy is Still Falling Short of Fed Objectives 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 • Apr 28, 2021 • 9:54 Min
Fixed Income Update with Kevin Lynyak Kevin Lynyak Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

Caron’s Corner • Apr 26, 2021 • 7:56 Min
The Policy Clash Point? Worries of an Easy Fed Transitioning to Future Tightening May Be Premature 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 • Apr 23, 2021
The More Things Change, the More they Stay the Same 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.

Insight audio • Apr 23, 2021 • 8:41 Min
Municipal Update with John Dillon Fixed Income Managed Solutions John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

ENGAGEMENT REPORT • Apr 20, 2021
ESG Progress and Outlook - 2021 Report 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.

Caron’s Corner • Apr 19, 2021 • 9:16 Min
Twin Peaks: After Growth and Fiscal Spending Plateau, What Comes Next? 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.

Media Appearance • Apr 16, 2021
Morgan Stanley's Seema Hingorani Wants More Women In Finance. What She Would Do. 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 • Apr 15, 2021
Developed Markets Leading the Charge 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 • Apr 14, 2021

Market-Expected Return on Investment

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.

Insight Article • Apr 12, 2021
What a difference a year makes: High yield opportunities in 2021 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.

Insight Article • Apr 12, 2021
Preferred Market Update 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.

Caron’s Corner • Apr 12, 2021 • 10:53 Min
Inflation Rising Sharply but Is it Anchored or De-anchored? 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.

Insight audio • Apr 09, 2021 • 7:01 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.

Sustainable Investing • Apr 08, 2021
Decarbonisation: The Basics 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.

Tales From the Emerging World • Apr 07, 2021
Brazil: Populism versus Commodities 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.

Sustainable Investing • Mar 31, 2021
ESG in Sovereign Fixed Income Investing: Identifying Opportunities, Correcting Biases 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.

Global Multi-Asset Viewpoint • Mar 31, 2021
Will the Bond Bear Kill the Equity Bull? 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?"

Global Equity Observer • Mar 31, 2021
Why big brands thrive in a digital age 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.

Insight Article • Mar 30, 2021
2021 Investment Outlook: Managing Portfolio Risk During a Period of Equity Highs and Interest Rate Lows 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.

Market Pulse • Mar 30, 2021 • 8:42 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.

Caron’s Corner • Mar 29, 2021 • 6:21 Min
After the U.S. in Q1, Where Is the Next Big Growth Surprise? 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.

Insight audio • Mar 26, 2021 • 7:46 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.

Insight Article • Mar 25, 2021
Why Emerging Markets Leaders Now? Vishal Gupta Investors seeking a risk-managed approach to emerging markets growth should consider Emerging Markets Leaders their guide, says Portfolio Manager, Vishal Gupta.

Media Appearance • Mar 22, 2021
Growth Portfolio Featured in Investor's Business Daily 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.”

Caron’s Corner • Mar 22, 2021
Have We Reached ‘‘Peak Surprise” for 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.

Sustainable Investing • Mar 21, 2021
ESG Investing: Living in a Material World Leslie Delany Can exemplary corporate behavior on ESG issues really translate into better financial results? As Leslie Delany of the Applied Equity Advisors team explains, the answer is a resounding yes. The key is materiality.

Sustainable Investing • Mar 19, 2021
How to Select Sustainable Compounders Vladimir Demine Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.

Insight Article • Mar 19, 2021
In the Search for Yield, Alternative Lending Delivers Kenneth Michlitsch Consumer borrowers demonstrated fundamental resilience in 2020, which validated fintech-driven alternative lending’s long-term value proposition in our view.

PATH • Mar 18, 2021
Markets jitter, but economy on track Andrew Harmstone The prospect of inflation, rising interest rates and investor exuberance are making markets jittery. Yet economic recovery appears to be on track. Andrew Harmstone and his team discuss what this means for their portfolios.

Insight Article • Mar 18, 2021
Machine Learning Is Changing the Game for the Next Generation of Consumer Borrowers Kenneth Michlitsch Ken Michlitsch, AIP Alternative Lending Group Portfolio Manager, interviews Upstart CEO David Girouard about the increasingly important role machine learning plays in the consumer lending process.

Takeaways & Key Expectations • Mar 17, 2021
Equity Market Commentary - March 2021 Andrew Slimmon In his March TAKE, Andrew Slimmon addresses three timely questions that currently puzzle investors about opportunities in the equity market and potential ways to put additional funds to work.

Sustainable Investing • Mar 17, 2021
Investing Wisely By Avoiding Permanent Destruction of Capital Jill Ytuarte Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.

Market Pulse • Mar 16, 2021 • 10:22 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.

Global Fixed Income Bulletin • Mar 15, 2021
A Tantrum, or the Return to Fair Value? Global Fixed Income Team It’s all about the economy. According to the Global Fixed Income Team, the outlook for fixed income, more than ever, is about the trajectory of the economy and policymakers’ attitude towards it.

Caron’s Corner • Mar 15, 2021 • 7:05 Min
The Fed: Waiting For (the) Go-Dot 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.

Sustainable Investing • Mar 15, 2021
Holistic and Responsible Investing in a Rapidly Changing World Laura Bottega Laura Bottega discusses how global factors encourage companies to balance profit and ESG.

Insight Article • Mar 12, 2021
"Undiscovered" Secondary Markets Jarrod Quigley Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.

Sustainable Investing • Mar 10, 2021
ESG Is Crucial to High-Quality Compounding Bruno Paulson Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.

Tales From the Emerging World • Mar 09, 2021
Why the Housing Boom Has Legs Ruchir Sharma The pandemic has been full of surprises for global markets, none more unexpected than the housing boom. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explores.

Market Pulse • Mar 08, 2021 • 7:24 Min
Bond Yields Are Actually Low, Not High 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.

Sustainable Investing • Mar 08, 2021
ESG Focus Adds Value For Our Clients Vladimir Demine Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.

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