market-pulse audio
Market Pulse  •  Oct 19, 2020

Presidential Election Series: The Impact of the Tax and Spending Plans 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Global Multi-Asset Viewpoint  •  Oct 19, 2020

U.S. Industrials Poised to Outperform 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 'U.S. Industrials Poised to Outperform.'

insight-tile-GMA-Viewpoint
 
global-fixed-income-bulletin market-pulse page
Global Fixed Income Bulletin  •  Oct 16, 2020

The Devil Is in the Details 

Global Fixed Income Team
Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.

9918636_Devil-Is-In-The-Details_Insight-Tile-1x1
 
market-alert market-pulse audio
Market Alert  •  Oct 07, 2020  •  4:52 Min

"The Economy, Stupid" 

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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Market Pulse  •  Oct 05, 2020  •  7:43 Min

Bonds Are Repricing on the U.S. Election 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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path market-pulse page
PATH  •  Oct 02, 2020

Road to Recovery: 2020’s Final Lap 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

GBaR-Media-Tile-1x1
 
market-pulse audio
Market Pulse  •  Sep 28, 2020

October Discovery: Is the Price Right?  

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-pulse audio
Market Pulse  •  Sep 21, 2020  •  6:42 Min

A Mixed Bag of Data, but Optimism About the Future 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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PATH  •  Sep 18, 2020

Animal Spirits and the US Election: Will Momentum Stall? 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

GBaR-Media-Tile-1x1
 
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Global Fixed Income Bulletin  •  Sep 14, 2020

Consolidation Is the Name of the Game 

Global Fixed Income Team
A benign August saw positive trends continue. How long will this continue, what does this mean for fixed income investors? The Global Fixed Income team explore.

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market-pulse audio
Market Pulse  •  Sep 14, 2020  •  4:47 Min

Fed Focus: Credit Rates and Solvency Risk 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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path market-pulse page
PATH  •  Sep 08, 2020

Warning: Ice on the road ahead 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

GBaR-Media-Tile-1x1
 
market-pulse audio
Market Pulse  •  Sep 08, 2020  •  6:01 Min

Risk Off Today, but a Silver Lining Is on the Horizon 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-alert market-pulse audio
Market Alert  •  Sep 02, 2020  •  5:34 Min

Presidential Elections, the Elusive Market Pullback and a Lack of Opportunities 

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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market-pulse audio
Market Pulse  •  Aug 31, 2020  •  5:58 Min

History in the Making: A Reworking of Fed Policy 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-pulse audio
Market Pulse  •  Aug 24, 2020  •  5:15 Min

Where Do We Go From Here? The Fed Considers AIT – Average Inflation Targeting 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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path market-pulse page
PATH  •  Aug 21, 2020

Global markets: China’s positive outlook may not benefit the rest of the world  

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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market-pulse page
Market Pulse  •  Aug 21, 2020

Where to Go From Here? Reimagining the Fed’s Policy Response Function 

Jim Caron
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.

Fixed-Income-Team-Tile
 
global-fixed-income-bulletin market-pulse page
Global Fixed Income Bulletin  •  Aug 14, 2020

The Song Remains the Same 

Global Fixed Income Team
Despite good news on the policy front, challenges remain - U.S./China relations, U.S. fiscal cliff, U.S. elections and the pandemic - yet we remain optimistic.

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market-pulse audio
Market Pulse  •  Aug 06, 2020  •  2:41 Min

A Distinct Approach to High Yield 

Richard Lindquist
With a focus on smaller, middle market issuers, the MSIFT High Yield Portfolio takes a distinct approach to the high yield market. Head of Global High Yield Richard Lindquist explains.

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market-pulse audio
Market Pulse  •  Aug 03, 2020  •  5:17 Min

On the Contrary, the Dollar Is Still Strong, but Weakening Is on the Horizon 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-alert market-pulse audio
Market Alert  •  Jul 30, 2020  •  4:30 Min

In Spite of Summer, the Market Tends to be Neither Hot nor Humid in August 

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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Market Pulse  •  Jul 29, 2020

Market Pulse with Jim Caron: The Fed Keeps Rates Low While the Dollar Weakens 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  Jul 27, 2020  •  3:41 Min

Procyclical Forces Weaken the U.S. Dollar  

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  Jul 20, 2020  •  5:15 Min

A Weaker Dollar Can Benefit the Global Economy 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Global Fixed Income Bulletin  •  Jul 15, 2020

Can It, Will It, Continue? 

Global Fixed Income Team
With infection rates rising globally we ask whether the economic recovery can continue if health and employment concerns depress earnings and spending power.

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market-pulse audio
Market Pulse  •  Jul 13, 2020  •  7:01 Min

The Global Economy Is Slowly Emerging From the Shadows 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Alert  •  Jul 09, 2020  •  4:04 Min

The Reconnect, the NASDAQ Bubble and the Reemergence of Asian Tech 

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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Market Pulse  •  Jul 06, 2020  •  6:36 Min

Will the Sizzle Fizzle? 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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global-multi-asset-viewpoint market-pulse page
Global Multi-Asset Viewpoint  •  Jun 30, 2020

Stars Aligned for Higher Inflation 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Stars Aligned for Higher Inflation."

insight-tile-GMA-Viewpoint
 
market-pulse audio
Market Pulse  •  Jun 29, 2020  •  7:00 Min

Policy or Pandemic: Which Will Drive Asset Prices? 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-pulse audio
Market Pulse  •  Jun 22, 2020  •  3:45 Min

Q3 2020: Better? Yes. But Good Enough? 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  Jun 19, 2020

Active Management in Fixed Income: Now More than Ever  

Jim Caron
Given that interest rates are near zero, or negative, in many countries for the foreseeable future, will bonds be useful diversifiers in portfolios? Jim Caron, Global Fixed Income Portfolio Manager, thinks “yes” but the key is an actively managed focus on alpha.

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market-pulse audio
Market Pulse  •  Jun 15, 2020  •  8:12 Min

Credit Check with Richard Ford  

Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

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global-fixed-income-bulletin market-pulse page
Global Fixed Income Bulletin  •  Jun 15, 2020

The Tide Turns: It’s More than Hope 

Global Fixed Income Team
Despite unprecedented bad economic data and the uncertain course of the coronavirus, markets continued on an upward trajectory in May and rallied further.

9857858_GFI-Bulletin_June_Insight-Tile-1x1
 
market-pulse audio
Market Pulse  •  Jun 15, 2020  •  5:48 Min

New Normal? No Such Thing. The Market is Just Establishing a New Range. 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-alert market-pulse audio
Market Alert  •  Jun 11, 2020  •  3:59 Min

The Disconnect Between the Stock Market and the Economy 

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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market-pulse audio
Market Pulse  •  Jun 08, 2020  •  6:31 Min

The Reopening Rally and the Fed’s Forward Guidance 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-pulse page
Market Pulse  •  Jun 04, 2020

Active International Allocation Commentary - April 2020 

Jitania Kandhari, Ben Rozin
The Active International Allocation team reflects on the markets and their portfolio

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market-pulse audio
Market Pulse  •  Jun 01, 2020  •  6:36 Min

Follow the Money, Find the Performance 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-pulse audio
Market Pulse  •  May 28, 2020  •  3:05 Min

In a High Yield Minute  

Sarah Harrison
Corporate liquidity profiles have been severely challenged during the lockdown. Sarah Harrison, Head of European High Yield, believes the policy response in Europe so far has helped stem default rates, and further action has the potential to restore investor confidence in the European High Yield asset class. Listen now.

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market-pulse audio
Market Pulse  •  May 26, 2020

The Breadth of the Market Is Encouraging 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-pulse audio
Market Pulse  •  May 18, 2020  •  5:59 Min

Credit Check with Richard Ford  

Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Fixed-Income-Team-Tile
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market-pulse audio
Market Pulse  •  May 18, 2020  •  6:32 Min

Never Say Never: The Pros and Cons of Negative Interest Rates 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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global-fixed-income-bulletin market-pulse page
Global Fixed Income Bulletin  •  May 15, 2020

The Long and Winding Road 

Global Fixed Income Team
There may be many twists and turns on the road to full economic recovery, but the longer your investment horizon, the more confident we believe you should be.

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market-alert market-pulse audio
Market Alert  •  May 14, 2020  •  3:42 Min

The Stock Market Looks Forward, So What Does It See Now? 

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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Market Pulse  •  May 13, 2020

Where Are Bond Yields Going? It depends on what part of the curve you are asking about.  

Jim Caron
The goal of the Fed’s policy response function is to prevent the liquidity crisis brought on by Covid-19 from becoming a solvency crisis. Jim Caron reviews the impact on bond yields.

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  May 11, 2020

Jobs Report: Is the Worst Behind Us?  

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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TALES FROM THE EMERGING WORLD  •  May 07, 2020

Why Markets Are Partying Through the Pandemic 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, explains why stock markets are rallying amid the worst economic crisis since the Great Depression.

9838448-Insight-Tile-2x2
 
market-pulse audio
Market Pulse  •  May 07, 2020  •  4:31 Min

Bank of England Update and U.K. Outlook 

Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.

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path market-pulse audio
PATH  •  May 06, 2020  •  3:27 Min

Coronavirus: Calm waters for now, but storm clouds on the horizon 

Christian Goldsmith, Andrew Harmstone
Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

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market-pulse audio
Market Pulse  •  May 04, 2020  •  8:51 Min

Credit Check with Richard Ford  

Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Fixed-Income-Team-Tile
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market-pulse audio
Market Pulse  •  May 04, 2020  •  4:30 Min

The Risks Ahead: An Historically Weak Jobs Report & New U.S./China Tensions 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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path market-pulse audio
PATH  •  May 01, 2020  •  2:57 Min

Coronavirus: A look at safe havens 

Christian Goldsmith, Andrew Harmstone
Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

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Market Pulse  •  Apr 30, 2020  •  3:12 Min

European Central Bank Update: Flexibility and Fragmentation  

Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the European Central Bank’s April 30 announcement. Listen now.

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Market Pulse  •  Apr 29, 2020

The Fed: Playing a Strong Hand but Unwilling to Show Their Cards 

Jim Caron
On April 29 the Fed indicated the need to keep credit flowing, for both for businesses and individuals. To date most of the Fed’s actions are supporting credit in the business sector, to the point where we do not believe the Fed has done enough with respect to consumer credit, particularly in light of their statements about keeping credit flowing to the “real economy.” Jim Caron looks at a Fed that is playing a strong hand, but unwilling to show all its cards.

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Market Alert  •  Apr 27, 2020  •  3:51 Min

Market Alert with Andrew Slimmon: Stocks…Yes! Market…No! 

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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Market Pulse  •  Apr 27, 2020  •  4:51 Min

Market Pulse with Jim Caron: A Big Week for Global Central Banks 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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path market-pulse audio
PATH  •  Apr 24, 2020  •  3:16 Min

Coronavirus: Monetary and Fiscal Policy - Is the Kitchen Sink Enough? 

Andrew Harmstone
Andrew Harmstone shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

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Market Pulse  •  Apr 23, 2020  •  04:24 Min

EM Leaders: Looking to Future Growth 

Vishal Gupta
Vishal Gupta, Portfolio Manager on the Global Emerging Markets team, discusses the impact of COVID-19 on the Emerging Markets Leaders strategy. Listen now.

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Market Pulse  •  Apr 23, 2020  •  2:56 Min

The Case for EM in the Post-Pandemic World 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research on the Global Emerging Markets team and portfolio manager for the Emerging Markets Breakout Nations and Active International Allocation strategies, provides timely insights on why we believe now is the time for emerging market equities. Listen now.

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Market Pulse  •  Apr 20, 2020  •  6:21 Min

Whatever It Takes: Loan Programs, Oil & the Reopening of America 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  Apr 20, 2020

Recent Fed Actions: Implications for the High Yield Market  

Global Fixed Income Team
The Fed’s involvement in the high yield market is unprecedented, so there is no prior history to look back upon as a guide. The Global High Yield team explores how the action could impact investors.

Fixed-Income-Team-Tile
 
global-fixed-income-bulletin market-pulse page
Global Fixed Income Bulletin  •  Apr 16, 2020

The End of the Beginning 

Global Fixed Income Team
We’re hopeful that policy actions will help the economy return to normal as the health crisis recedes. But it remains unknown how deep and protracted the downturn will be as we’re held hostage to the path of the virus.

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market-pulse page
Market Pulse  •  Apr 15, 2020

Allocating Fixed Income Assets Through the Great Unknown 

Christian Roth
We are facing a health crisis the likes of which we have not witnessed for close to a century. A seismic move to de-risk portfolios has created volatility and illiquidity not seen since 2008, and it is against this uncertain backdrop we invest today. Read more about the Global Fixed Income Team’s best thinking.

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Market Pulse  •  Apr 13, 2020  •  6:36 Min

Market Pulse with Jim Caron: The Alphabet Soup of Liquidity & Solvency 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  Apr 09, 2020

Fixed Income Market Update 

Michael Kushma, Katie Herr
The Global Fixed Income team presented an update on the Fixed Income Market on 9 April 2020.

Fixed-Income-Team-Tile
 
market-alert market-pulse audio
Market Alert  •  Apr 08, 2020  •  3:35 Min

Is the Bear Headed for Hibernation Soon? 

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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TALES FROM THE EMERGING WORLD  •  Apr 07, 2020

The Strange Shape of the Coronavirus Crash 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, makes the case for great opportunities in emerging markets in the After Coronavirus world.

The-Strange-Shape-of-the-Coronavirus-Crash-Tile-2x2
 
market-pulse audio
Market Pulse  •  Apr 06, 2020  •  4:44 Min

Credit Check with Richard Ford  

Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Fixed-Income-Team-Tile
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market-pulse audio
Market Pulse  •  Apr 06, 2020  •  4:27 Min

Credit Beat with Joseph Mehlman 

Joseph Mehlman
Joseph Mehlman, Head of U.S. Credit, provides timely insights on the fast-changing world of U.S. credit markets. Listen now.

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Market Pulse  •  Apr 06, 2020  •  6:15 Min

Market Pulse with Jim Caron: A Silver Lining - Volatility Is Dropping 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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path market-pulse audio
Path  •  Apr 02, 2020  •  2:43 Min

Coronavirus: End of Q1 – time to take stock 

Andrew Harmstone, Christian Goldsmith
Christian Goldsmith, Portoflio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

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Market Pulse  •  Apr 02, 2020

Building a Better Transmission Mechanism: Extending Credit to the Real Economy 

Jim Caron
It's critical to understand the policy reaction functions designed to support markets during times of crisis because it provides insight into which assets may perform best as the economy moves out of the crisis environment.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  Apr 02, 2020

Fixed Income Market Update 

Michael Kushma, Richard Ford, Richard Class
The Global Fixed Income team presented an update on the Fixed Income Market on 2 April 2020.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  Apr 02, 2020

Active International Allocation - Market Commentary 

Jitania Kandhari, Ben Rozin
The MSIM Active International Allocation Team offers their perspective on the global markets and the AIA portfolio in the context of the COVID-19 pandemic.

Insight-activeinternationalallocationportfoliomarketcommentary-Tile-1x1
 
market-pulse page
Market Pulse  •  Mar 31, 2020

Rating Agencies Action Summary 

Global Fixed Income Team
The COVID-19 crisis has disrupted supply chains of many companies and caused commodity prices to fall. How will rating agencies react to this disruption? The Global Credit research team explores.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  Mar 31, 2020

The Resilience Afforded by High Quality Companies 

International Equity Team
The International Equity team shares their views on the potential impact of the pandemic through the lens of the team’s quality focused investment approach. Listen now.

IE-Team_Tile-Horizontal
 
market-pulse audio
Market Pulse  •  Mar 30, 2020  •  5:52 Min

Credit Check with Richard Ford 

Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Fixed-Income-Team-Tile
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market-pulse audio
Market Pulse  •  Mar 30, 2020

Market Pulse with Jim Caron 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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path market-pulse page
Path  •  Mar 27, 2020

Coronavirus: Focus shifts to the US 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

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Market Pulse  •  Mar 27, 2020

Fixed Income Market Update 

Michael Kushma, Richard Class
Michael Kushma, Chief Investment Officer of Global Fixed Income, and Richard Class, Head of Product Development for EMEA and European Multi Sector Strategies, Portfolio Manager, presented an update on the Fixed Income Portfolio on 26 March 2020.

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Market Alert  •  Mar 26, 2020  •  3:39 Min

Market Alert with Andrew Slimmon: Is The Relief Rally Here? 

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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Market Pulse  •  Mar 26, 2020

Addressing the Coronavirus Impact: China Equity Portfolio 

Global Emerging Markets Team
Despite the economic impact of COVID19, on-shore and off-shore China markets continue to offer exposure to a wide breadth of companies and sectors not readily available elsewhere, in the view of Investment Management’s Global Emerging Markets Equity team.

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Market Pulse  •  Mar 26, 2020

Addressing the Coronavirus Impact: Frontier Markets Portfolio 

Global Emerging Markets Team
Leaders in the next decade will likely include frontier markets, such as Vietnam, Egypt and Indonesia, according to Investment Management’s Global Emerging Markets Equity team. Our Frontier strategy remains focused on quality growth companies despite the coronavirus and we believe investments will emerge stronger relative to competitors.

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Market Pulse  •  Mar 26, 2020

Addressing the Coronavirus Impact: Emerging Markets Leaders Portfolio 

Global Emerging Markets Team
High quality companies in emerging markets are likely to strengthen their dominance after recovery from the COVID-19 crisis gets underway, says Investment Management’s Global Emerging Markets Equity team.

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Market Pulse  •  Mar 26, 2020

Addressing the Coronavirus Impact: Emerging Markets Equity Portfolio 

Global Emerging Markets Team
Even before the corona-induced sell-off, emerging market equities were cheap relative to the US and their own history. After the COVID-19 drawdown, valuations present an extraordinarily attractive entry point, says Investment Management’s Global Emerging Markets team.

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Market Pulse  •  Mar 25, 2020

High Yield Outlook: Current Risks and Opportunities 

Global Fixed Income Team
Historically, high yield has proven itself to be resilient. It is our view that active managers have the potential to outperform, avoid problematic sectors, and minimize default losses.

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market-pulse audio
Market Pulse  •  Mar 24, 2020  •  7:30 Min

Credit Check with Richard Ford 

Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

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Market Pulse  •  Mar 23, 2020

Liquidity vs. Solvency = Fed vs. Fiscal Stimulus 

Jim Caron
The Fed is taking unprecedented action to help prevent a liquidity crisis from turning into a solvency crisis. Jim Caron explores what's been done so far.

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Market Pulse  •  Mar 23, 2020

Coronavirus Update: The Outlook for Global Credit 

Richard Ford
Richard Ford, Head of Credit with the Global Fixed Income Team, discusses the potential impact of the coronavirus on global credit markets.

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Market Pulse  •  Mar 23, 2020  •  7:56 Min

Market Pulse with Jim Caron: Encouraging Signs Emerging From Fed & Fiscal Responses 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Alert  •  Mar 18, 2020  •  3:29 Min

Flattening the Curve is Flattening the Market. At Least for Now. 

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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Market Pulse  •  Mar 17, 2020

High Yield Update: Uncertainty Likely To Continue 

Global Fixed Income Team
The coronavirus spread has continued to play out as many predicted but the market has clearly been disappointed in the policy responses received to date.

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Market Pulse  •  Mar 15, 2020

Global Fiscal Stimulus Scorecard: The Cavalry is Coming, but Slowly & Arguing About Which Horse to Ride. 

Global Fixed Income Team
Monetary policy has been exhausted. Now, we turn toward fiscal stimulus and market support policies. According to Jim Caron, the cavalry is coming, but slowly and arguing which horse to ride.

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Market Pulse  •  Mar 13, 2020

European Central Bank: Looking for Silver Linings in Disappointment 

Anton Heese
The initial market response to the European Central Bank (ECB) meeting on March 12th was disappointment – equity prices fell while Bund yields rose, depsite the ECB actually delivered nearly everything analysts had been expecting from it.

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Market Pulse  •  Mar 11, 2020

Energy Market Turmoil: What's Next? 

Global Fixed Income Team
After what was supposed to be a coordinated supply cut by OPEC+ to balance markets and keep oil prices high, Saudi Arabia and Russia instigated an oil price war.

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Market Alert  •  Mar 10, 2020  •  7:01 Min

How Much More Pain Is There? 

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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Tales From the Emerging World  •  Mar 10, 2020

Our Coronavirus Worries Are a Bit Different 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.

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Market Pulse  •  Mar 03, 2020

Emergency Fed Cut: Not a Vaccine, but a Treatment for Symptoms 

Jim Caron
On March 3, the Federal Reserve cut rates by 50 basis points (bps) to between 1-1.25%. What should fixed income investors make of this move?

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market-alert market-pulse audio
Market Alert  •  Mar 02, 2020  •  4:26 Min

Is the Recession Scare Fully Priced In? 

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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Market Pulse  •  Mar 02, 2020

Update on Coronavirus and the Markets 

Global Fixed Income Team
By now it’s clear the Coronavirus will have at least a short-term impact on the global economy. The question is, how do fixed income investors move forward?

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Global Multi-Asset Viewpoint  •  Mar 02, 2020

Global Recovery Delayed, But Not Derailed 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Global Recovery Delayed, But Not Derailed."

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Global Fixed Income Bulletin  •  Feb 29, 2020

It’s All About the Virus 

Global Fixed Income Team
It’s now clear the coronavirus pandemic will have a meaningful impact on the global economy. As long as the virus’s impact remains disruptive rather than destructive, we should be fine, eventually.

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market-alert market-pulse audio
Market Alert  •  Feb 26, 2020  •  4:40 Min

Another Recession Scare? 

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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Market Pulse  •  Feb 25, 2020

How to Read the Drop in U.S. Treasury Yields 

Jim Caron
The U.S. 10 Year has reached historic lows. Jim Caron explores what that could say about the state of the U.S. economy.

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Market Pulse  •  Feb 12, 2020

The Coronavirus and Its Impact on the Global Market 

Jim Caron
What will be the long-term impact of the Coronavirus on the global economy? Jim Caron thinks it all depends on the shape of the eventual recovery.

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Market Pulse  •  Jan 12, 2020

If the economy is so darn good, why are yields so darn low?  

Jim Caron
Data is getting better, but bond yields are not following. What's going on here? Jim Caron explains.

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Market Pulse  •  Dec 18, 2019

U.S. - China Phase 1: More a Truce Than a Deal, but a Step in the Right Direction 

Jim Caron
On December 15 the U.S. and China stopped the “rock throwing” as no new tariffs were announced by either of the antagonists. And while there is no official deal in place, this “truce” is clearly a good first step, as outlined by Jim Caron.

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Market Pulse  •  Dec 13, 2019

December FOMC: Connecting the Dots 

Jim Caron
After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.

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Market Pulse  •  Nov 27, 2019

Top 10 for ‘20 

Jim Caron
In our view, 2019 was a mid-cycle reset where the Fed cut rates three times, capital expenditure bottomed out and global GDP slowed. The bad news is that yields are low and investors are long on duration, a big risk given that the Fed will likely stay on the sidelines and not lower rates in 2020.

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Market Pulse  •  Nov 19, 2019

From Mid-Cycle Reset to Cyclical Recovery 

Jim Caron
This time last year the market projected the economy was headed into a recession, and the Fed engaged in a policy mistake by planning to hike rates above 3.00%. Instead, what we realized was 75bps of rate cuts along with cuts from global central banks and a restart of quantitative easing (QE).

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