We know the value of active management in today's market.
Growth
Investment Insight
The EDGE: Machine Learning
Apr 28, 2017
The Growth Team examines machine learning, a new way to train computer systems to generate useful insights from data sets and apply those insights to new situations. This form of artificial intelligence has the potential to breed new industries and create efficiencies in existing ones.
Investment Insight
Fishing for Stocks in China
Jun 09, 2017
Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.
Global Fixed Income
Investment Insight
Outlook and Review of Global Fixed Income Opportunities
Jul 28, 2017
Jim Caron reviews the first half of 2017 and offers his insights into how the active management style of the Global Fixed Income Opportunities fund can take advantage of trends in the second half of the year.
Investment Insight
Central Banks Talk Normalization
By The Global Fixed Income Team
The team discusses the first half of 2017 and how central bank policies to remove accommodation will play a role in the second half of 2017.
Global Emerging Markets Team
MEDIA APPEARANCE
Ruchir Sharma on CNBC
During a CNBC appearance, Ruchir Sharma provides his outlook on the markets in what he calls the new age of deglobalization.
MACRO INSIGHT
8 Investing Trends for 2017 as Globalization Goes into Reverse
The globalization trends that once drove economic growth and markets are in retreat. Ruchir Sharma looks at the key themes that are emerging as protectionism rises.
MACRO INSIGHT
Buy Local: Why Domestic Companies Offer the Best Opportunities in Emerging Markets
Ashutosh Sinha discusses how the investment team seeks pockets of growth amidst the changing landscape of emerging markets.
Team Profile
Global Emerging Markets Team
The Global Emerging Markets team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.
In-depth Market Research
Macro Insight
Global Multi-Asset Viewpoint - What Comes After Australia’s Housing Boom?
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “What Comes After Australia’s Housing Boom?”
Market Outlook
Amazonians at the gate?
The International Equity Team discusses how the move of a well-known online retailer into grocery may impact Staples companies and the importance of investing in those companies considered to be less vulnerable to disruption.