MARKET OUTLOOK

What lies ahead?

Investment Management thought leaders from around the world share their views on markets and assets classes for the year ahead.

MARKET OUTLOOK

What lies ahead?

Investment Management thought leaders from around the world share their views on markets and assets classes for the year ahead.

Products

Strategies ( )

Investment Insight

Alternative Lending: Why Today and Through the Credit Cycle?

Sustainability Insight

ESG Investing: Living in a Material World

Resources

filesiconblue_small

Sustainable Investing

filesiconblue_small

2020 OUTLOOK

Credit Outlook: A Year of Two Halves -
Technical Is Temporary, Quality Is Permanent

DEC 18, 2019

2019 was a "goldilocks" year for credit.
Will 2020 bring more of the same? The Global
Fixed Income team offers their outlook for a
year that should offer plenty of opportunities
for active managers.

2020 OUTLOOK

Credit Outlook: A Year of Two Halves -
Technical Is Temporary, Quality Is Permanent

Dec 18, 2019

2019 was a "goldilocks" year for credit.
Will 2020 bring more of the same? The Global
Fixed Income team offers their outlook for a
year that should offer plenty of opportunities
for active managers.

Fixed Income Outlook 2020:
From Reset to Recovery

In 2019, central banks cut rates aggressively and pushed bond yields lower to avoid a recession ─ one that never actually materialized. We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.

Time to View Hedge Funds through a Different Lens

With traditional asset classes likely to offer lackluster returns, we believe it is a good time for investors to re-think their hedge fund allocations.

2020 Emerging Markets Debt Outlook: Differentiation over Duration

What forces will shape emerging markets fixed income next year? The Global Fixed Income team offers their view on what to expect in 2020.

We know the value of active management in today's market.

Counterpoint Global

Global Opportunity

Investment Insight

The EDGE: Blockchain

Counterpoint Global examines Blockchain, the technology behind it and its potential disruptive power.

MEDIA APPEARANCE

Dennis Lynch featured in Investor’s Business Daily Best Mutual Fund Awards 2019 Article

Dennis Lynch, Head of Counterpoint Global, and the Growth Portfolio are highlighted in the Investor’s Business Daily article, “These 2 Hot Sectors Help Morgan Stanley Stay Among Top Mutual Funds”

‘‘

We have a culture that inspires intellectual curiosity and flexibility.

Counterpoint Global

Global Fixed Income

Global Fixed Income Opportunities Strategy

Core Plus Fixed Income Strategy

global fixed income bulletin

The Song Remains the Same

December’s unequal, even seemingly random, bond market performance reinforces our thesis there are few themes that investors can latch onto.

Global Fixed Income Bulletin

Normalization Continues

In many ways, October was a continuation of the developments that started in September. Yet the Global Fixed Income Team now believes fixed income markets have reached a fork in the road: Either data will get better as geopolitical risks recede, or we will return to trade war concerns and deteriorating economic fundamentals.

‘‘

We believe that in the long run value prevails and research wins.

Global Fixed Income Team

In-depth Market Research

Global Multi-Asset Viewpoint

Swimming Against the Tide

Investing in European equities has felt, at times, like swimming against the tide. Attractive equities exist in 2020 for those that look. Because tides turn.

GLOBAL EQUITY OBSERVER

The ESG Advantage

Does investing in companies with sound ESG practices mean investing in better companies?