|
carons-corner
audio
|
Caron's Corner
• Mar 27, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
audio
|
Insight audio
• Mar 24, 2023
|
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.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• Mar 23, 2023
|
Jitania Kandhari, Saumya Jain
Post-pandemic, untangling global supply chains through reshoring, friend-shoring and nearshoring has created opportunities for emerging markets like India, Vietnam, Thailand, Indonesia and Mexico. Jitania Kandhari and Saumya Jain of the Emerging Markets Equity Team explain.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• Mar 23, 2023
|
Helena Miles
What constitutes a valuable health care intervention? The International Equity Team believes that wider use of diagnostic testing and early screening can significantly improve patient outcomes and help optimize health care expenditure. For investors, diagnostics companies offer high returns on operating capital employed, underpinned by barriers to entry, recurring revenues and nondiscretionary end-market demand.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Mar 22, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• Mar 22, 2023
|
Michael Mauboussin, Dan Callahan
Probability and confidence are distinct concepts, and we believe it is useful for investors to separate them. For example, the price of two potential investments may present the same discount to expected value, but confidence in the probabilities for one may exceed those of the other. That nuance may be relevant for determining the appropriate weighting of securities or evaluating diversification.
|
|
|
|
page
|
Insight Article
• Mar 22, 2023
|
Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Mar 20, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
engagement-report
page
|
Engagement Report
• Mar 16, 2023
|
Emerging Markets Equity Team
Learn how the EM Equity team actively advocated for sustainable corporate policies during 2022 and what their ESG stewardship priorities are for 2023.
|
|
|
|
page
|
Insight Article
• Mar 16, 2023
|
Portfolio Solutions Group
Our Portfolio Solutions Group analyzes the key factors that impacted the "denominator effect" in 2022's market downturn.
|
|
|
|
page
|
Insight Article
• Mar 15, 2023
|
Portfolio Solutions Group
Our Portfolio Solutions Group introduces their proprietary Private Markets Asset Allocation Framework (PMAAF) designed to help investors think about how to allocate their dry powder.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Mar 13, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• Mar 12, 2023
|
Global Fixed Income Team
After a very optimistic January, markets changed their view on the economic outlook in February. In recent market terms, the economic soft landing morphed into a no landing scenario. The Fixed Income team explores.
|
|
|
|
audio
|
Insight audio
• Mar 10, 2023
|
John Dillon
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Mar 06, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, looks at the risks associated with the traditional 60/40 portfolio.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• Mar 06, 2023
|
Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon provides 7 reasons behind the equity rally, plus Applied Equity Advisors’ portfolio positioning to try to capture the opportunities.
|
|
|
|
market-monitor
page
|
Market Monitor
• Mar 03, 2023
|
Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
|
|
|
|
path
page
|
PATH
• Mar 03, 2023
|
Andrew Harmstone, Jim Caron
Strong jobs and inflation prints have led markets to expect a hawkish Fed in the short term, but a closer look at high-frequency jobs data suggests cooling. This labour rebalancing could change the inflation narrative and lead to a rally.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• Mar 01, 2023
|
Emma Broderick, Jinny Hyun
Which companies are well placed to capitalize on the long-term behavioral and lifestyle changes that a multi-stage life might bring about? The International Equity Team discusses.
|
|
|
|
global-multi-asset-viewpoint
page
|
Global Multi-Asset Viewpoint
• Mar 01, 2023
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "2023 Global Multi-Asset Team Outlook"
|
|
|
|
audio
|
Media Appearance
• Feb 28, 2023
|
Patrick Whitehead
Patrick Whitehead and Katie Lankalis with LLR Partners joined host Todd Kinney, National Relationship Director at BDO's private equity practice, to discuss value creation strategies and how to drive growth in a volatile market environment, how restrictive financing conditions could impact private equity returns and how the deal landscape could shape up in 2023.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Feb 27, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• Feb 27, 2023
|
Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual update on ESG engagement activity.
|
|
|
|
audio
|
Insight audio
• Feb 24, 2023
|
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.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• Feb 22, 2023
|
Andrew Slimmon
In his second February TAKE, Senior Portfolio Manager Andrew Slimmon offers up where he sees potential Fat Pitches the equity markets are offering, along with how his portfolios are positioned to try to capture the opportunities.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• Feb 17, 2023
|
Global Fixed Income Team
After yields rose dramatically in December, bond markets made a U-turn and fell dramatically in January. Markets do not simply change direction this abruptly without a reason, and in this case, there were many.. The Fixed Income Team explains.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• Feb 17, 2023
|
Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon marks to market his early January four glaring signals that equity investors were way too bearish. Find out where he thinks we are today.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• Feb 15, 2023
|
Michael Mauboussin, Dan Callahan
This is a guide to estimating the cost of capital, a measure of both expected return and the discount rate. For example, investors discount future free cash flows at the cost of capital to come up with a present value. Our goal is to find a figure that reflects opportunity cost sensibly, is economically sound, and gives the investor and businessperson a practical solution. We recommend settling on a reasonable cost of capital and then allocating the bulk of time thinking about future cash flows.
|
|
|
|
page
|
Insight Article
• Feb 14, 2023
|
Eban Cucinotta, Jarrod Quigley, Robert Rafter, Ping Chen
Over the past several years, investors piled into sectors like Equity Hedge and Event Driven, which fared poorly in 2022, and historically have been highly correlated with equities. However, our analysis shows that many hedge fund sectors benefit from volatility and higher interest rates and we believe they are likely to be good diversifiers for traditional portfolios in today's environment.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Feb 13, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
audio
|
Insight audio
• Feb 10, 2023
|
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.
|
|
|
|
page
|
Insight Article
• Feb 08, 2023
|
Seema Hingorani
Now more than ever, asset managers are acknowledging the critical role that talent retention plays in building long-term success. In this piece, Seema Hingorani, Managing Director and Strategic Client and Talent Engagement Lead, explores the talent-retention challenges and opportunities that exist in the industry today, while also examining the specific steps that can be taken to nurture diverse talent, while promoting a more diverse and inclusive workplace.
|
|
|
|
market-pulse
audio
|
Market Pulse
• Feb 07, 2023
|
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.
|
|
|
|
page
|
Media Appearance
• Feb 07, 2023
|
Lauren Hochfelder
MSREI Co-CEO, Lauren Hochfelder, sat down with Commercial Observer to discuss her career, what she's seeing, and how US commercial real estate is viewed today from a global investment standpoint.
|
|
|
|
market-monitor
page
|
Market Monitor
• Feb 06, 2023
|
Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Feb 06, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Media Appearance
• Feb 03, 2023
|
Morgan Stanley Capital Partners
Inc.'s annual list of founder-friendly private equity firms shines a light on firms that have had success supporting founder-led companies.
|
|
|
|
big-picture
page
|
The Big Picture
• Feb 02, 2023
|
Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, AIA, outlines her Key Themes for 2023.
|
|
|
|
path
page
|
PATH
• Feb 02, 2023
|
Andrew Harmstone, Jim Caron
The market drivers for the first half of 2023 appear to be reversing course from last year—lower inflation, falling rates, US dollar stabilising or even weakening and China reopening. This positive backdrop opens a window of opportunity, allowing us to take advantage by increasing risk exposure. See how we’re responding in our tactical allocation.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Feb 01, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• Jan 31, 2023
|
Barbara Calvi
While the Fixed Income team expects macro headwinds will continue to have an impact in 2023, a rebounding sustainable bond market can continue feeding opportunities for fixed income investors.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• Jan 31, 2023
|
Broad Markets Fixed Income Team
The prospect of less hawkish central bank policy should be supportive for short duration assets in 2023, according to the Broad Markets Fixed Income Team. They explore in this new whitepaper.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Jan 30, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
audio
|
Insight audio
• Jan 27, 2023
|
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.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• Jan 26, 2023
|
Bruno Paulson
Despite an anticipated recession, forward earnings estimates remain remarkably healthy. But, asks Bruno Paulson, is earnings pain on the way?
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• Jan 25, 2023
|
Vikram Raju,
Navindu Katugampola,
Alice Vilma
The importance of sustainability continues to increase in the private markets. Here we examine the factors, such as government legislation and client preferences, that are driving the change and evolution towards better sustainable investing practices.
|
|
|
|
page
|
Insight Article
• Jan 25, 2023
|
Matthew King
The MSIM Global Listed Real Assets Team explores how even in the likelihood of economic downturn in 2023, listed infrastructure is expected to have resilient earnings, strong cash flow, and unimpacted capital programs.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Jan 23, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
market-pulse
audio
|
Market Pulse
• Jan 20, 2023
|
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.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Jan 17, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
audio
|
Insight audio
• Jan 13, 2023
|
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.
|
|
|
|
page
|
Insight Article
• Jan 12, 2023
|
Laurel Durkay
The MSIM Global Listed Real Assets Team explores how a possible recovery in the credit market during 2023 can fuel M&A activity and favorable REIT returns.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Jan 09, 2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• Jan 09, 2023
|
Andrew Harmstone, Jim Caron
The Global Balanced Risk Control team discuss the three key trends they foresee for 2023 and the investment implications.
|
|
|
|
video
|
Insight Video
• Jan 06, 2023
|
Jim Caron
Jim Caron, co-chief investment officer of the Global Balanced Risk Control team, shares his views on markets and discusses portfolio positioning.
|
|
|
|
market-pulse
audio
|
Market Pulse
• Jan 06, 2023
|
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.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• Jan 06, 2023
|
Andrew Slimmon
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.
|
|
|
|
path
page
|
PATH
• Jan 05, 2023
|
Andrew Harmstone, Manfred Hui
We expect a transitional year for energy, with higher oil and gas prices leading to some market rebalancing after disruptions last year. These energy dynamics are key to the inflation story, which in turn is likely to determine asset performance in 2023.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• Dec 31, 2022
|
Global Fixed Income Team
From a bond market perspective, 2023 starts in a stronger, more secure place. Yields are materially higher and spreads wider, suggesting much better 2023 performance. The Fixed Income Team explains.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• Dec 23, 2022
|
Anton Kryachok
As higher interest rates make it harder to engineer growth through debt, we think the relative value of businesses that can grow organically should only go up. Learn how our companies are better placed to use their balance sheet resilience to enhance their competitive positions, increase the sustainability of return on operating capital employed (ROOCE) and drive steady, predictable growth.
|
|
|
|
big-picture
page
|
The Big Picture
• Dec 21, 2022
|
Jitania Kandhari
After lagging the developed economies for more than a decade, emerging markets are in a much stronger position to outperform developed countries in the decade ahead. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explains.
|
|
|
|
page
|
Insight Article
• Dec 20, 2022
|
David Frechette, Patrick Reid
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Dec 19, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
audio
|
Insight audio
• Dec 16, 2022
|
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.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• Dec 15, 2022
|
Global Fixed Income Team
Whether or not November's bond rally can continue will be determined by data. In the interim, the Fixed Income Team thinks investors should enjoy the early holiday present.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Dec 14, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• Dec 14, 2022
|
Michael Mauboussin, Dan Callahan
Capital allocation is a key job of management, but not all know how to allocate effectively. In this report, we establish the foundation by reviewing the sources and uses of capital and then show how U.S. companies have allocated capital since 1985. Next, we review the alternatives in detail, including intangible investments, and offer a guide for thinking about the prospects for value creation. We finish with a framework for assessing a company’s capital allocation skills.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• Dec 12, 2022
|
Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues.
|
|
|
|
sustainable-investing
engagement-report global-equity-observer
page
|
Engagement Report
• Dec 12, 2022
|
International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Dec 12, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• Dec 08, 2022
|
Laurel Durkay
The MSIM Global Listed Real Assets Team explores why real estate values in the public markets have suffered year to date and why the value of REITs should be more stable and create significant opportunities in the coming year.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Dec 05, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
path
page
|
PATH
• Dec 05, 2022
|
Andrew Harmstone, Manfred Hui
The U.S. labour market post-Covid imbalance appears to be starting to normalise. In contrast, Europe’s labour market appears tighter, with wage growth increasing the risk of persistent core inflation. We discuss these dynamics and what they mean for growth and positioning.
|
|
|
|
audio
|
Insight audio
• Dec 02, 2022
|
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.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• Nov 30, 2022
|
Andrew Slimmon
In his Novermber TAKE, Senior Portfolio Manager Andrew Slimmon looks ahead to 2023.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• Nov 29, 2022
|
Nic Sochovsky, Alistair Corden-Lloyd
In the current climate of rising prices and a global squeeze on the cost of living, do big brands face the risk of consumers “trading down”? The International Equity Team discusses why price perception matters, and the power of cues to influence decision making.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• Nov 28, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• Nov 22, 2022
|
Eric Carlson, Candy Chao
Mining companies have had a terrible environmental reputation in the past, but recent efforts show how the industry can implement sustainable initiatives. Investors are now focusing on companies that have practical decarbonization pathways to help lower emissions over the next three to five years. Eric Carlson and Candy Chao explore.
|
|
|
|
page
|
Article Reprint
• Nov 21, 2022
|
Luis Garcia
In this piece originally published by the Wall Street Journal Pro, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses the newly launched 1GT Fund, which seeks to mitigate the impacts of climate change by reducing one gigaton of carbon-dioxide emissions from the earth's atmosphere.
|
|
|
|
audio
|
Insight audio
• Nov 18, 2022
|
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.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• Nov 17, 2022
|
Global Fixed Income Team
Bond markets were a bit more orderly in October than the mayhem experienced in September. That said, markets were still mixed, and investors could be excused for feeling a bit dazed and confused with regards to volatility, dispersion of returns, illiquidity, central bank policies and deciphering how to determine value.
|
|
|
|
global-multi-asset-viewpoint
page
|
Global Multi-Asset Viewpoint
• Nov 17, 2022
|
|
| |
