Investment InsightsFixed Income
Fixed Income
Team Insights
Keep abreast of the fast
changing world and look ahead for investment opportunities with the team's insight papers and videos.
4 insights
Shifting from Beta to Alpha
Fixed Income: From the Fed to Blockchain
Video: The Beginning of a New Era
Video: Current State of Emerging Markets Debt
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Growth
Investment Insight
The EDGE: Blockchain
May 15, 2018
The Growth Team examines Blockchain, the technology behind cryptocurrencies and its potential disruptive power.
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
Review/Outlook: Global Fixed Income Opportunities
Apr 20, 2018
Jim Caron provides his review of the first quarter of 2018 and his outlook on market opportunities.
Global Fixed Income Bulletin
The Macro Trends Which Matter
Aug 15, 2018
The Global Fixed Income team discusses that there comes a time when valuations get stretched too far and how volatility may be poised to pick up.
Global Emerging Markets Team
Market Outlook
Emerging Markets: The Future Is Small
Oct 02, 2017
The Global Emerging Markets Team discusses emerging markets (EM) and the strategic advantages of investing in EM small caps; where it fits in a global allocation and the potential of dedicated managers to generate higher excess returns.
Emerging Markets Leaders ESG Report
Mar 01, 2018
The Global Emerging Markets Team describes how environmental, social, and governance (ESG) issues are integrated into their investment process.
Tales From The Emerging World
Why Wall Street Has the Jitters
May 01, 2018
The Global Emerging Markets Team examines the reason for recent market jitters, and debates whether Trump's latest threats really have an impact.
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
2tileBento2
Investment Insight
GMA Viewpoint -Renminbi: End of the Impossible Trinity?
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Renminbi: End of the Impossible Trinity?”
Global Equity Observer
Another Emerging Markets Wobble?
In response to the latest emerging markets wobble, the International Equity Team argues that a focus on the fundamentals is the best way to avoid the destruction of capital.