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• Aug 09, 2022
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Andrew Harmstone, Manfred Hui
Evidence suggest that the recent strength in developed markets may just be a bear market rally with further downside potentially on the way. Here is how the GBaR team think about investment allocation to reflect the outlook.
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carons-corner
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Caron's Corner
• Aug 08, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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carons-corner
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Caron's Corner
• Aug 01, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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sustainable-investing
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Sustainable Investing
• Jul 31, 2022
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Navindu Katugampola, Jessica Alsford, Vikram Raju, Chris Ortega
What are the prospects and pitfalls facing energy transition at this critical time for the global energy industry? Morgan Stanley sustainability experts discuss.
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carons-corner
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Caron's Corner
• Jul 27, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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liquidity-watch
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Liquidity Watch
• Jul 27, 2022
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
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page
Market Insights
• Jul 26, 2022
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Global Liquidity Team
Central banks raise rates and continue to implement tighter monetary policy more quickly as inflation runs significantly above than expectations. See our discussion of what happened in June and how our portfolios are positioned.
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carons-corner
audio
Caron's Corner
• Jul 25, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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carons-corner
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Caron's Corner
• Jul 18, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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carons-corner
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Caron's Corner
• Jul 11, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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carons-corner
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Caron's Corner
• Jul 05, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
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Caron's Corner
• Jun 27, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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liquidity-watch
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Liquidity Watch
• Jun 24, 2022
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Brian Buck, David Schoenfeld
Brian Buck, Product Specialist, Morgan Stanley Global Liquidity, and David Schoenfeld, Portfolio Manager, Morgan Stanley Global Liquidity, discuss the implications of recent Federal Reserve policy for short-term investors and thoughts around portfolio positioning. Listen now.
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carons-corner
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Caron's Corner
• Jun 21, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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liquidity-watch
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Liquidity Watch
• Jun 16, 2022
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Scott Wachs
Scott Wachs, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
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carons-corner
audio
Caron's Corner
• Jun 06, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
audio
Caron's Corner
• May 31, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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page
Market Insights
• May 25, 2022
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Global Liquidity Team
Central banks raise rates and continue to implement tighter monetary policy as inflation runs well above than expectations. See our discussion of what happened in April and how our portfolios are positioned.
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liquidity-watch
audio
Liquidity Watch
• May 19, 2022
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Elsa Doyle
Elsa Doyle, Executive Director Morgan Stanley Global Liquidity, provides a three-minute update on the government money markets and discusses portfolio strategy. Listen now.
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page
Insight Article
• May 12, 2022
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Global Liquidity Team
Hear the Global Liquidity team discuss current trends in Treasury Technology with representatives from Treasury Suite and Vacasa. We discuss the options treasury teams have when evaluating the right technology solution for your organization. Treasury Suite and Vacasa provide insight into real examples on how treasury teams can get the most out of their technology and increase efficiencies.
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liquidity-watch
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Liquidity Watch
• May 05, 2022
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
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page
Market Insights
• Apr 20, 2022
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Global Liquidity Team
Central banks start to raise rates and implement post-COVID monetary policies as inflation runs above expectations. See our discussion of what happened in March and how our portfolios are positioned.
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liquidity-watch
audio
Liquidity Watch
• Mar 22, 2022
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Brian Buck, David Schoenfeld
Brian Buck, Executive Director Morgan Stanley Global Liquidity, and David Schoenfeld, Executive Director Morgan Stanley Global Liquidity, give an update on the short-term fixed income market and discusses portfolio strategy. Listen now.
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liquidity-watch
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Liquidity Watch
• Mar 16, 2022
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
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market-insights
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Market Insights
• Mar 15, 2022
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Global Liquidity Team
Many global central banks start to implement their post-COVID monetary policies as inflation runs hotter than expected. See our discussion of what happened in February and how our portfolios are positioned.
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market-insights
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Market Insights
• Feb 25, 2022
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Global Liquidity Team
Chairman Powell signaled higher rates in January while global central banks start to implement their post-COVID monetary policies. See our discussion of what happened in January and how our portfolios are positioned.
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page
Insight Article
• Feb 04, 2022
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Robert Leggett,
Jonas Kolk,
Brian Buck
The inevitability of change is constant with central bank monetary policy, global money market reform, and technological advances expected to drive changes in 2022. See our views to learn more about how the money market landscape may look this coming year.
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liquidity-watch
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Liquidity Watch
• Jan 26, 2022
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
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market-insights
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Market Insights
• Jan 25, 2022
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Global Liquidity Team
Chairman Powell announced that the Fed will start accelerating its reduction of monthly bond purchases in December while global central banks start to implement their post-COVID monetary policies. See our discussion of what happened in December and how our portfolios are positioned.
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liquidity-watch
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Liquidity Watch
• Jan 21, 2022
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Elsa Doyle
Elsa Doyle, Executive Director Morgan Stanley Global Liquidity, provides a three-minute update on the government money markets and discusses portfolio strategy. Listen now.
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market-insights
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Market Insights
• Dec 16, 2021
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Global Liquidity Team
On December 15th, the SEC (Securities and Exchange Committee) held an open meeting at which a proposal for money market fund reforms was presented and discussed. This was the next step in the process as the regulators consider enacting reforms aimed at improving the resilience and transparency of money market funds.
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liquidity-watch
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Liquidity Watch
• Dec 15, 2021
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
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market-insights
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Market Insights
• Dec 09, 2021
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Global Liquidity Team
Chairman Powell announced that the Fed will start reducing its monthly bond purchases in November while global central banks discuss their post-COVID monetary policies. See our discussion of what happened in November and how our portfolios are positioned.
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liquidity-watch
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Liquidity Watch
• Dec 07, 2021
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David Schoenfeld
David Schoenfeld, Executive Director Morgan Stanley Global Liquidity, gives an update on the short-term fixed income market and discusses portfolio strategy. Listen now.
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market-insights
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Market Insights
• Nov 19, 2021
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Global Liquidity Team
Chairman Powell announced that the Fed will start reducing its monthly bond purchases in November while global central banks discuss their post-COVID monetary policies. See our discussion of what happened in November and how our portfolios are positioned.
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liquidity-watch
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Liquidity Watch
• Nov 03, 2021
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
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liquidity-watch
audio
Liquidity Watch
• Sep 22, 2021
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
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market-insights
page
Market Insights
• Sep 21, 2021
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Global Liquidity Team
Global central banks have started outlining their post-COVID monetary policy, including Fed Chairman Powell’s announcement that the Fed may start reducing its monthly bond purchases before the end of 2021. See our discussion of how our portfolios are positioned in light of this messaging.
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market-insights
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Market Insights
• Aug 16, 2021
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Global Liquidity Team
Central Banks remain ready to provide further support to global economies if economic conditions change. However, Central Banks began to discuss potential post-COVID monetary policy. See our discussion of what happened in July and how our portfolios are positioned.
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market-insights
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Market Insights
• Aug 04, 2021
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Global Liquidity Team
Central Banks upgraded projections going into the second half of the year and beyond. However, they remain ready to provide further support to global economies if anything changes. See our discussion of what happened in June and how our portfolios are positioned.
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