Market Outlook
2019 – To Neutral and Beyond?
Global Liquidity Team
As we look ahead to the new year, the key question for liquidity investors is what is the Federal Reserve’s neutral rate. This inferred rate will likely determine the path of interest rates in 2019 and beyond, as the Fed shifts their policy towards managing around neutral.
Market Outlook
Dysfunction Junction?
Global Balanced Risk Control Team
Counterproductive government policies across markets have weakened the global economy. Many started with sound intentions, some outlived their usefulness and all were exacerbated by the trade war.
MARKET OUTLOOK
2019 Global Credit Outlook: Waiting for Godot
Global Fixed Income Team
Is the market waiting for a recession in 2019 that won’t materialize? The Global Fixed Income Team shares how this view is helping them find attractive credit investment opportunities.
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Counterpoint Global
Investment Insight
The EDGE: Automation/Robotics
Dec 18, 2018
Robots are disrupting several markets as improvements in sensors, software and grippers open a new era in robotics. MSIM’s Counterpoint Global team looks at this trend.
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
Market Outlook
4Q18 Review/Outlook: Global Fixed Income Opportunities
Jan 23, 2019
Jim Caron reviews the fourth quarter of 2018 and shares his outlook on how cash may be dethroned as king in 2019.
Global Fixed Income Bulletin
Brave New Year
Jan 22, 2019
With a turbulent end to 2018, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2019.
In-depth Market Research
2tileBento2
Global Multi-Asset Viewpoint
GMA Viewpoint: The Case for Higher Gold Prices
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Case for Higher Gold Prices ”
Global Equity Observer
Multiples Are Down, Risks Are Not
Could falling earnings and a liquidity squeeze prove toxic to asset prices? Where to hide? Asks Morgan Stanley’s International Equity Team.