|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
|
Sustainable Investing
• Oct 26, 2021
|
International Equity Team
In 60 seconds learn about the carbon-light global equity portfolio that is resilient through volatility, aligns with your priorities, and is managed by portfolio managers with the access to engage directly with companies.
|
|
|
|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainable Investing
• Oct 26, 2021
|
Candida de Sliva,
Vladimir Demine
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?
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Oct 25, 2021
|
Bruno Paulson
Against a relatively positive macroeconomic outlook, there is the potential for significant cost pressures over the next decade, where pricing power will be the key for quality companies to protect margins. The International Equity team explores.
|
|
|
|
sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• Oct 25, 2021
|
Vladimir Demine
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Oct 18, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Oct 15, 2021
|
Global Fixed Income Team
With inflationary pressures stronger and central banks less dovish, we expect government bond yields to drift higher as we move towards tighter monetary policy.
|
|
|
|
sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• Oct 13, 2021
|
Barbara Calvi
In its inaugural Engagement Report, the Global Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Oct 08, 2021
|
Andrew Harmstone, Manfred Hui
Winter is coming and growth is slowing – but still healthy. With equity valuations high, we have reduced risk as we see limited upside and fragile, risk-off sentiment. At the same time, we are seeking opportunities to take advantage of any excessive weakness.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• Oct 06, 2021
|
Michael Mauboussin, Dan Callahan
Accounting has not kept pace with the changing economics of businesses, which has created a huge gap between what companies report in their financial statements and what an investor needs to understand a business. To better categorize activities, we suggest making adjustments within the statement of cash flows pertaining to stock-based compensation, leases, and intangible investments. We believe these adjustments substantially improve the description of a business. We share a case study of Amazon for 2020 to make the concepts more concrete.
|
|
|
|
sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• Oct 05, 2021
|
Andrew Harmstone, Li Zhang, Christian Goldsmith
Given the increasingly disruptive force of climate events, achieving net-zero carbon emission promises to be one of the themes driving investment markets over the coming decades. We analyse responses, risks and opportunities by country and sector.
|
|
|
|
page
|
Insight Article
• Oct 05, 2021
|
Seema Hingorani
Morgan Stanley Investment Management’s Seema Hingorani was recently presented with France’s highest honor for her work in the diversity and inclusion space. This article discusses her endeavor to address the gender gap in asset management and the critical importance of diversity.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• Oct 04, 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What Is The Bond Market Thinking?"
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Oct 04, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• Sep 30, 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Why the U.S. Housing Boom Can Continue"
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• Sep 29, 2021
|
Bruno Paulson
Bruno Paulson discusses what he believes may be the long-term impact of the pandemic.
|
|
|
|
sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
|
Convergence
• Sep 29, 2021
|
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.
|
|
|
|
sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
|
Convergence
• Sep 29, 2021
|
Counterpoint Global
Sustainability Research at Counterpoint Global has produced a method to systematically measure the potential cost of carbon emissions as well as the financial impact of a carbon tax. Our framework allows us to translate these costs into estimates of stock returns. We believe that measuring the cost of carbon emissions allows us to better understand the environmental risks for the companies in our portfolio as well as for those we do not own. We also seek to help our clients benefit from the many opportunities that a low-emissions world could create.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Sep 27, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Sep 22, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Sep 20, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Sep 15, 2021
|
Global Fixed Income Team
With investors debating when economic growth, Covid and inflation will peak, it may be useful to focus on what we know with certainty rather than sentiment.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Sep 14, 2021
|
Laura Bottega
The summer of fire and floods has highlighted the compounding effect of global warming, presenting companies with an array of risks and opportunities. Laura Bottega explains how these ESG factors help shape our portfolios.
|
|
|
|
market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• Sep 14, 2021
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Sep 13, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• Sep 10, 2021
|
Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Sep 08, 2021
|
Andrew Harmstone, Manfred Hui
The US Federal Reserve appears to be excessively dovish, in light of a strong and growing economy. See why in our view, high valuations, increasing global regulatory risks and the possibility that the Fed is making a policy mistake, are signalling caution.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• Sep 08, 2021
|
Michael Mauboussin, Dan Callahan
This report examines the barriers to change for organizations. We use sports as the prime example but then apply the lessons to investment management. Organizations can be slow to adopt certain approaches even when they add value due to loss aversion, a preference for the status quo, and the fear of poor outcomes in the short run. Organizations may overcome these challenges by aligning behind a commitment to improvement, learning, transparency, and accountability. Good long-term results require developing and executing strategies that add value.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Sep 07, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• Aug 31, 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Outlook – One Year Later"
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Aug 30, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Aug 23, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Aug 23, 2021
|
William Lock
This May, the International Equity team celebrated the publication of our 50th Global Equity Observer (GEO) – our monthly series of investment insights through the lens of our high quality investment approach. We are delighted to share with you this selection of articles from our GEO series.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Aug 19, 2021
|
Global Fixed Income Team
Looking at the performance of U.S. Treasuries (and other developed government bond markets), one could be forgiven if one believed the economy was sinking. Other financial asset prices are sending a message that all is well. What gives? The Global Fixed Income Team explores.
|
|
|
|
market-insights
liquidity
Liquidity
page
|
Market Insights
• Aug 16, 2021
|
Global Liquidity Team
Central Banks remain ready to provide further support to global economies if economic conditions change. However, Central Banks began to discuss potential post-COVID monetary policy. See our discussion of what happened in July and how our portfolios are positioned.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Aug 13, 2021
|
William Lock,
Alistair Corden-Lloyd
In a world of daily financial chatter, it’s easy to get distracted from what drives the core of long-term returns; the power of compounding. William Lock and Alistair Corden-Lloyd explain.
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• Aug 10, 2021
|
Ruchir Sharma
India needs to keep in mind is that its economy is still relatively unfree, and so more than ever it should buck the global trend of more regulation and bigger government. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• Aug 09, 2021
|
Kenneth Michlitsch
As fintech alternative lending grew into a new asset class, investors wondered how these loans might perform in an economic downturn. We've now seen their fundamental resilience.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Media Appearance
• Aug 06, 2021
|
Dennis Lynch
Dennis Lynch’s Inception Portfolio topped The Wall Street Journal’s quarterly Winners’ Circle survey with a gain of 140%.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Aug 05, 2021
|
Andrew Harmstone, Manfred Hui
As the US 10-year Treasury yield continues to move down, to many this appears counter-intuitive. We look at factors, which are likely contributing and what could reverse the direction.
|
|
|
|
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.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Aug 02, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• Jul 31, 2021
|
AIP Private Markets Team
The AIP Private Markets Secondaries team explores possible solutions to check or reverse the upward trend in duration and allay investors' concerns about increasing their allocation to private equity.
|
|
|
|
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.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• Jul 26, 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Jul 23, 2021
|
Bruno Paulson
The International Equity team argues that the case for quality compounders remains largely unchanged in the “Brave New World” of reflation and inflation. Bruno Paulson discusses.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• Jul 01, 2021
|
Jill Ytuarte
Jill Ytuarte, Managing Director on the International Equity Team, discusses "when is the right time to buy quality?"
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• Jun 04, 2021
|
Mona Benisi
Mona Benisi wins prestigious Women in Sustainability Leadership Award
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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?
|
|
|
|
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.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• May 30, 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Sectoral Bubbles in U.S. Equities"
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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
| |
