market-pulse page
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.

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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.

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market-pulse audio
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.

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market-pulse audio
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.

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market-pulse audio
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.

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market-pulse page
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.

Fixed-Income-Team-Tile
 
market-pulse audio
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.

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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.

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market-pulse audio
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.

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market-pulse audio
Market Pulse  •  Mar 02, 2021  •  16:47 Min

Fixed Income Update with Kevin Lynyak 

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

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Market Pulse  •  Feb 28, 2021

Preferred Market Update 

Kevin Lynyak, James Benadum
Kevin and James provide an update on the Preferred Securities Market, after another month of rising rates and robust primary market issuance.

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market-pulse audio
Market Pulse  •  Feb 17, 2021  •  12:15 Min

Fixed Income Update with Kevin Lynyak 

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

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market-pulse audio
Market Pulse  •  Feb 12, 2021  •  8:16 Min

Municipal Update with John Dillon 

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

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Market Pulse  •  Feb 03, 2021  •  10:55 Min

Fixed Income Update with Kevin Lynyak 

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

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Market Alert  •  Feb 01, 2021  •  5:01 Min

Market Alert with Andrew Slimmon: Volatile Markets Can Create Opportunities. Have a Plan. 

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  •  Jan 29, 2021  •  9:41 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.

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market-pulse audio
Market Pulse  •  Jan 22, 2021  •  10:02 Min

Fixed Income Update with Kevin Lynyak 

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

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market-pulse audio
Market Pulse  •  Jan 15, 2021  •  11:29 Min

Municipal Update with John Dillon 

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

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market-pulse audio
Market Pulse  •  Jan 11, 2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

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

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market-alert market-pulse audio
Market Alert  •  Dec 21, 2020  •  5:01 Min

Market Alert with Andrew Slimmon: Investing Cash Into a Bull Market 

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  •  Dec 16, 2020  •  9:42 Min

The Case for Commodities This Decade 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.

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Market Pulse  •  Dec 14, 2020  •  7:11 Min

A Few Things Still on the Shopping List: Macro and Politics Do Not Take Days Off 

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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Market Pulse  •  Dec 11, 2020  •  9:55 Min

Municipal Update with John Dillon 

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

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market-pulse audio
Market Pulse  •  Dec 07, 2020  •  6:59 Min

Will the U.S. Job Loss Scarring Be Permanent? 

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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market-pulse page
Market Pulse  •  Dec 02, 2020

The Year Ahead for the U.S.: Fundamental Challenges Exist, but Policy Will Prevail 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  Nov 30, 2020  •  7:42 Min

What the Bond Market Is Telling Us About the Future of the Economy 

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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Market Pulse  •  Nov 16, 2020  •  6:24 Min

First Look at 2021: Too Much Liquidity Chasing Too Few Assets 

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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market-alert market-pulse audio
Market Alert  •  Nov 11, 2020  •  5:26 Min

Market Alert with Andrew Slimmon: Opportunities Abound 

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  •  Nov 09, 2020  •  7:21 Min

Presidential Election Series: The 4 Major Market Implications of a “No Blue Wave” Scenario 

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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MARKET PULSE  •  Nov 05, 2020  •  1:00:12 Min

Hear the replay: U.S. Election 2020 Debrief 

Jim Caron, Andrew Slimmon
Morgan Stanley Investment Management portfolio managers shared their views on the likely impact of the U.S. presidential election on the economy and the markets.

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Market Pulse  •  Nov 02, 2020  •  6:25 Min

Presidential Election Series: Expect More Questions Than Answers – and Rising Volatility 

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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market-pulse audio
Market Pulse  •  Oct 30, 2020  •  09:39 Min

The Markets and Presidential Elections Through a Historical Lens 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.

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market-pulse page
INSIGHT AUDIO  •  Oct 30, 2020

Presidential Election Series With Jim Caron 

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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market-pulse audio
Market Pulse  •  Oct 26, 2020  •  7:44 Min

Presidential Election Series: Pricing in the Return of Demand 

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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PATH  •  Oct 23, 2020

Market Update: A Silver Lining on the Horizon 

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  •  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.

9920558-Insight-Tile-2x2
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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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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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