|
page
|
Market Insights
• 11-Oct-2024
|
Broad Markets Fixed Income
Central banks are lowering policy rates, but the pace and magnitude varies by market. The Broad Markets Fixed Income team explains what the variable policy paths could mean for fixed income investing ahead.
|
|
|
|
page
|
Insight Article
• 10-Oct-2024
|
AIP Hedge Fund Team
The MSIM Hedge Fund Team explores the ways in which hedge funds may directly benefit from a higher cash yield environment making them compelling options as sources of returns and diversification.
|
|
|
|
page
|
Media Appearance
• 10-Oct-2024
|
Vishal Khanduja
Vishal Khanduja joined CNBC Squawk Box Asia to discuss his view that the U.S economy is on track for a soft landing and how that impacts his fixed-income strategy.
|
|
|
|
market-monitor
page
|
Market Monitor
• 10-Oct-2024
|
Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
|
|
|
|
market-monitor
page
|
Market Monitor
• 04-Oct-2024
|
Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
|
|
|
|
beat
page
|
Monthly
• 03-Oct-2024
|
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 03-Oct-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 02-Oct-2024
|
Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.
|
|
|
|
global-fixed-income-bulletin
video
|
Global Fixed Income Bulletin
• 24-Sep-2024
|
Broad Markets Fixed Income Team
When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.
|
|
|
|
page
|
Media Appearance
• 24-Sep-2024
|
Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins CNBC The Exchange to discuss how rate cuts will affect municipal bonds, how the election and tax rates could impact municipals, and more.
|
|
|
|
alternatives
page
|
Alternatives
• 20-Sep-2024
|
Pamela Fung
With Indian public markets having experienced a strong run-up since 2020, global allocators have been turning to Indian private equity. In this paper, we aim to examine the promising performance potential of Indian private equity.
|
|
|
|
page
|
Insight Article
• 20-Sep-2024
|
Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.
|
|
|
|
2024-outlooks
page
|
2024 Outlooks
• 19-Sep-2024
|
Mark van der Zwan, Jarrod Quigley
Our hedge fund team discusses their outlook and the opportunities they are seeing for the remainder of 2024.
|
|
|
|
video
|
Insight Video
• 18-Sep-2024
|
Brad Godfrey
Co-head of emerging market debt Brad Godfrey shares the potential diversification, income and return advantages of a growing and powerful asset class.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 18-Sep-2024
|
Broad Markets Fixed Income Team
Fixed income put in another solid performance in August despite unprecedented volatility in the first two weeks. The Broad Markets Fixed Income Team explores.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 17-Sep-2024
|
Andrew Slimmon
"In his September TAKE, Senior Portfolio Manager Andrew Slimmon discusses why, like in previous US Presidential election years, this time of equity market volatility is a period to be a patient and intentional investor, in preparation for a likely strong finish to 2024."
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 16-Sep-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Media Appearance
• 10-Sep-2024
|
Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins Bloomberg Surveillance Radio to discuss the muni market, its focus on infrastructure, the opportunity in high yield munis right now and how sectors such as commercial real estate may impact the municipal market.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 05-Sep-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 04-Sep-2024
|
Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 26-Aug-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 26-Aug-2024
|
Richard Perrott
While many of the companies we own are large businesses with well established, familiar brands, in our experience, excellent companies and investment opportunities can also be found by looking at players focused on specialised niches — particularly those that play a critical role within a market and enjoy close customer relationships. Undeservedly – but perhaps not surprisingly – these companies often sit outside the market limelight, and can fall between the cracks of sell-side coverage.
|
|
|
|
alternatives
page
|
Alternatives
• 23-Aug-2024
|
Kara O'Halloran
Discover why the current market is conducive to market-neutral strategies, with the ability to generate alpha on both the long and short sides of portfolios.
|
|
|
|
page
|
Insight Article
• 15-Aug-2024
|
Laurel Durkay
Given the Fed is expected to start cutting interest rates in 2H24, we believe now is an excellent time to consider an allocation to REITs.
|
|
|
|
global-fixed-income-bulletin
video
|
GLOBAL FIXED INCOME BULLETIN VIDEO
• 15-Aug-2024
|
Broad Markets Fixed Income Team
Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 12-Aug-2024
|
Broad Markets Fixed Income Team
Despite central bank’s reluctance to pre-commit to policy paths, bond investors’ optimism has increased. The Broad Market Fixed Income Team explores.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 12-Aug-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
market-alert
audio
|
Market Alert
• 12-Aug-2024
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
page
|
Insight Article
• 09-Aug-2024
|
Frank Famiglietti
With the “democratization” of alternatives, many individual investors now have access to investment strategies that have the potential to improve performance and diversification.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 07-Aug-2024
|
Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.
|
|
|
|
alternatives
audio
|
Media Appearance
• 06-Aug-2024
|
Jeff Levin, Ashwin Krishnan
Jeff Levin and Ashwin Krishnan discuss private credit, its outlook and where they see opportunities, on InsuranceAUM’s podcast.
|
|
|
|
alternatives
audio
|
Media Appearance
• 06-Aug-2024
|
Aaron Sack
Head of Morgan Stanley Capital Partners, Aaron Sack, discusses how to build a successful middle market buyout strategy, and the role of private equity in market growth.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 05-Aug-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 29-Jul-2024
|
Bruno Paulson, Laura Bottega
The market seems to be dominated by the twin beliefs in the invulnerability of the U.S. economy and the massive impact of GenAI. This is not the easiest environment for an investment philosophy that seeks established winners with resilient earnings in tough times. However, high expectations generally, and increasingly for one company in particular, make us nervous about the market’s prospects. We remain steadfast in following our quality process and focus on absolute, long-term compounding.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 29-Jul-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
alternatives
page
|
Alternatives
• 25-Jul-2024
|
AIP Hedge Fund Team
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 24-Jul-2024
|
Michael Mauboussin, Dan Callahan
Consilient Research considers the phenomenon of companies that both issue and retire shares around the same time. This behavior may fail the central goal of capital allocation, which is to buy low and sell high. Which one is it?
|
|
|
|
global-fixed-income-bulletin
video
|
GLOBAL FIXED INCOME BULLETIN VIDEO
• 23-Jul-2024
|
Broad Markets Fixed Income Team
Co-Head of Broad Markets Fixed Income Vishal Khanduja discusses the probability for a U.S. soft landing, the heightened political uncertainty and how investors should think about positioning for volatility.
|
|
|
|
page
|
Insight Article
• 23-Jul-2024
|
Laurel Durkay, Simon Robson Brown, Christopher Freemantle
Historically, the trough in European listed real estate NAV discounts has preceded the trough in values and NAVs by around six to nine months. We think this time is no different, and that now we’re at—or very close to—trough NAV for the sector.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 23-Jul-2024
|
Andrew Slimmon
In his July TAKE, Senior Portfolio Manager Andrew Slimmon reiterates the rational behavior of the stock market so far this year given corporate fundamentals and stock performance appear closely aligned. And discusses why, in spite of nearer term volatility, the market could finish the year higher still.
|
|
|
|
market-monitor
page
|
Market Monitor
• 16-Jul-2024
|
Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
|
|
|
|
beat
page
|
Webinar
• 16-Jul-2024
|
The quarter ahead and top asset allocation ideas from our investment specialists moderated by Miguel Villalba, Head of Investment Management Iberia.
|
|
|
|
market-monitor
page
|
Market Monitor
• 16-Jul-2024
|
Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
|
|
|
|
page
|
Insight Article
• 16-Jul-2024
|
Andrew Szczurowski, Gregory Finck
The impressive performance of corporate credit markets to start the year has prompted many investors to begin seeking out alternative sources of yield and total return in the global fixed income markets.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 16-Jul-2024
|
Fixed Income
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected inflation and increased market expectations of further rate cuts.What was the impact on fixed income markets? The Broad Markets Fixed Income team explains.
|
|
|
|
market-monitor
page
|
Market Monitor
• 16-Jul-2024
|
Municipal Bond Group
Overview of the trends and developments in the muni bond markets.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 11-Jul-2024
|
Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 11-Jul-2024
|
William Lock
While active versus passive is a well-worn debate, it needn’t be an either/or decision. We would argue there’s a strong case for both index investing and active management to co-exist in portfolios. While passive funds provide broad-based exposure and nimble, cheap access to tactical themes, there is still an opportunity to be selective – particularly given indices’ biases. When stock prices become disconnected from fundamentals, skilled stock pickers can take advantage if they have the luxury of a longer time horizon and a lopsided multiples-powered bull run still has momentum.
|
|
|
|
video
|
Insight Video
• 10-Jul-2024
|
Dónal Kinsella
Portfolio Manager Dónal Kinsella explains three key areas that high yield bond investors should consider and why a discerning approach to credit selection is key.
|
|
|
|
beat
page
|
Mid-Year
• 03-Jul-2024
|
Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 03-Jul-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 30-Jun-2024
|
Helen Mbugua
Morgan Stanley’s 2024 Annual Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate topical issues related to sustainability.
|
|
|
|
global-fixed-income-bulletin
video
|
GLOBAL FIXED INCOME BULLETIN VIDEO
• 25-Jun-2024
|
Fixed Income Team, Broad Markets Fixed Income Team
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 24-Jun-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 14-Jun-2024
|
Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon discusses earnings revisions as a major driver of stock performance this year and talks about the importance of using highly active managers and avoiding closet indexers.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 14-Jun-2024
|
Broad Markets Fixed Income Team
Despite still high levels of growth and inflation (relative to targets), bond investors have become optimistic about future Fed policy. What is the impact on fixed income markets? The Broad Markets Fixed Income team explains.
|
|
|
|
sustainable-investing
engagement-report
page
|
Engagement Report
• 13-Jun-2024
|
Eric Carlson, Dana Phillips, Candy Chao, Harrison Jamin
Our Emerging Markets Equity annual stewardship report illustrates our proactive engagement with portfolio companies to navigate operating landscapes and assist them in their growth. Discover how we initiate progress in the global energy transition, tackle regulatory challenges and encourage greater corporate transparency and disclosures, especially with regards to executive compensation issues.
|
|
|
|
alternatives
page
|
Media Appearance
• 11-Jun-2024
|
David Miller
David Miller, Morgan Stanley Investment Management's Head of Global Private Credit & Equity, speaks on "Markets Today" from SuperReturn International. David speaks to some of the concern around the rapid growth of private market investments and explains why it's important to look upon that growth in the context of overall public market caps.
|
|
|
|
2024-outlooks
page
|
2024 Outlooks
• 10-Jun-2024
|
Adam Swinney, Greg Liebl
What's the outlook for commodity markets and what factors are driving commodity trends?
|
|
|
|
video
|
Insight Video
• 07-Jun-2024
|
International Equity
Many of the companies that our International Equity team owns aren’t just resilient, but they develop products and services that help other companies build their resilience.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 05-Jun-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 04-Jun-2024
|
Michael Mauboussin, Dan Callahan
Stock market concentration has risen sharply over the past decade, creating a tough environment for active managers. In this report, we look at concentration over the past 75 years to see where we stand. We review which companies have been the largest and how that has changed. We ask if there is a correct level of concentration by studying other global markets and by presenting the possibility it was too low before. We then examine whether corporate performance supports the current increase.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 03-Jun-2024
|
Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.
|
|
|
|
audio
|
Media Appearance
• 31-May-2024
|
Rohanjit Chaudhry
Rohanjit Chaudhry, Executive Director of Morgan Stanley Capital Partners, joined BDO Private Equity PErspectives podcast to discuss how private equity continues to approach economic challenges, like the current high cost of capital, through a lens of cautious optimism
|
|
|
|
video
|
Media Appearance
• 29-May-2024
|
Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Bloomberg Surveillance to discuss her outlook on commercial real estate and sectors where she sees potential opportunity.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 28-May-2024
|
Anton Kryachok
In a market obsessed with chasing the next big thing, we make sure that companies’ valuations look justified by the underlying fundamentals, building a portfolio of those rare companies with the ability to compound at a high and sustainable return over the long term. Because while multiples have accounted for 85% of returns this quarter, over 20 years this falls to 4%. Meanwhile, earnings growth counts for much more – as much as 71% over 20 years. Compounding requires discipline and patience.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 28-May-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 23-May-2024
|
Fixed Income Team
In this piece, fixed income managers investing across the duration spectrum outline strategies for seeking higher current income and capital appreciation during this unusual yield curve inversion.
|
|
|
|
big-picture
page
|
Big Picture
• 21-May-2024
|
Jitania Kandhari
In this updated report, read how Emerging Markets are driven by more than just China. Emerging Market Equities look attractive with higher growth, reduced debt, and lower inflation. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group and Head of Macro & Thematic Research, Emerging Markets explains.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 13-May-2024
|
Broad Markets Fixed Income Team
The shift in expectations for rate cuts was felt across the world as yields rose in both the developed and emerging markets. The Broad Markets Fixed Income Team explores the impact on investors.
|
|
|
|
page
|
Insight Article
• 09-May-2024
|
Portfolio Solutions Group
In this paper, the Portfolio Solutions Group explains how they counter adverse impact to returns in this new regime through a new management approach with the goal of achieving stable target returns.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 07-May-2024
|
Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 06-May-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 30-Apr-2024
|
Bruno Paulson
A combination of ebullient and concentrated markets makes for a challenging investment environment, particularly in relative terms. The International Equity team’s response is to continue to think in absolute terms, be fussy on both quality and valuation, and look to compound over the long run.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 30-Apr-2024
|
Robert Walker
As the 2024 proxy season kicks off, the Morgan Stanley Investment Management Global Stewardship Team highlights three key themes: Natural Capital and Biodiversity, Workers’ Rights, and Artificial Intelligence (AI) that we believe will be high on the agenda for investors.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 29-Apr-2024
|
Andrew Slimmon
In his April TAKE, Senior Portfolio Manager Andrew Slimmon discusses investor behavior as pertaining to the puzzling swell in money market fund assets, and what Applied Equity Advisors is focused on during this earnings season.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 23-Apr-2024
|
Michael Mauboussin, Dan Callahan
Most investors “price” the stocks of companies by using valuation multiples instead of “valuing” them based on future cash flows and fundamentals. We address what multiples miss and why they have become less informative. We examine how the two most popular multiples, P/E and EV/EBITDA, can provide different signals about a stock’s relative attractiveness. We then take a deep look at EV/EBITDA. We do not discourage the use of multiples, but users should understand the underlying value drivers.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 22-Apr-2024
|
Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 22-Apr-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
video
|
Insight Video
• 16-Apr-2024
|
Fixed Income Team
How can our full spectrum of fixed income solutions and specialized teams help navigate the curve and build a tailored portfolio?
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 15-Apr-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 10-Apr-2024
|
Broad Markets Fixed Income Team
Bonds seem to be much more attractive now than they were in early January. The Broad Markets Fixed Income Team explains.
|
|
|
|
big-picture
page
|
Big Picture
• 08-Apr-2024
|
Jitania Kandhari
In 2022, the 60/40 portfolio suffered its worst loss since 1937, prompting many market participants to question its value. Analyzing 200 years of data, Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, evaluates the renewed relevance of the 60/40 portfolio.
|
|
|
|
market-monitor
page
|
Market Monitor
• 08-Apr-2024
|
Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
|
|
|
|
market-monitor
page
|
Market Monitor
• 08-Apr-2024
|
Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
|
|
|
|
big-picture
video
|
Big Picture
• 08-Apr-2024
|
Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, examines the return of the 60/40 portfolio strategy in 2024.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 04-Apr-2024
|
Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 02-Apr-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Insight Article
• 01-Apr-2024
|
Aaron Dunn,
Chris Dyer
All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Global Team has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.
|
|
|
|
big-picture
video
|
Big Picture
• 01-Apr-2024
|
Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, believes oil is an underappreciated, underinvested and undervalued commodity in 2024.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 01-Apr-2024
|
Ian Kirwan,
Chris Dyer
The Eaton Vance Equity Global Team seeks to illustrate the merits of a "sustainable" equity investing approach.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 26-Mar-2024
|
William Lock
From understanding how to pick great companies to the secret of longevity in the investment business, William Lock shares 10 lessons learned from 30 years of investing in high-quality companies that are able to sustainably compound capital over the long term—providing clients with attractive long-term returns.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 25-Mar-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
big-picture
video
|
Big Picture
• 21-Mar-2024
|
Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Ten Key Themes for 2024.
|
|
|
|
audio
|
Insight audio
• 19-Mar-2024
|
Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Investment Wars to discuss major disruptions and trends in the commercial real estate market.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 12-Mar-2024
|
Broad Markets Fixed Income Team
Yields were broadly higher across the globe in February, as market participants recalibrated their expectations for rate cuts this year. The Broad Markets Fixed Income Team explores the impact on markets.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 07-Mar-2024
|
Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts on recent market strength.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 05-Mar-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
page
|
Media Appearance
• 01-Mar-2024
|
Amy Oldenburg
Morgan Stanley Investment Management’s Head of Emerging Markets Equity Amy Oldenburg was interviewed by Barron’s for their January cover story on investing in Saudi Arabia.
|
|
|
|
sustainable-investing
calvert
page
|
Calvert
• 01-Mar-2024
|
Calvert Research and Management
In the third paper of our gender diversity series, we discuss one of the top remaining global gender issues: the gap in the corporate “talent pipeline” – where gender and ethnic representation at the board and employee levels is much higher than at the executive and senior management levels.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 28-Feb-2024
|
Michael Mauboussin, Dan Callahan
We examine the counterintuitive behavior of U.S. public companies in the recent regime of “easy money” marked by below-average interest rates.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 27-Feb-2024
|
Bruno Paulson, Alistair Corden-Lloyd
Compounding is a powerful force—but what tells us whether a company might be a high quality compounder? We focus on return on operating capital employed (ROOCE) and gross margins. Companies with high ROOCE typically have high-margin and asset-light operations, while high gross margins generally reflect pricing power. These attributes indicate to us which companies are worth looking at more closely, and where we ought to be spending our time evaluating franchise durability.
|
|
|
|
big-picture
video
|
Big Picture
• 26-Feb-2024
|
Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 20-Feb-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 20-Feb-2024
|
Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 16-Feb-2024
|
Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual update on integrating ESG within the investment process, the carbon intensity of the portfolios and company engagement activity.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 15-Feb-2024
|
Broad Markets Fixed Income Team
After the bond market’s stunning fourth quarter performance it was not much of a surprise that bond yields went up. Where do they go from here? The Broad Market Fixed Income Team explores.
|
|
|
|
page
|
Insight Article
• 15-Feb-2024
|
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.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 08-Feb-2024
|
Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts as we commence 2024.
|
|
|
|
opportunity-optimum
page
|
Opportunity Optimum
• 07-Feb-2024
|
Kristian Heugh, Anil Agarwal, Marc Fox, Emily Tsui
The Global Opportunity Team believes India offers an attractive hunting ground to find ideas that meet our criteria for long-term value creation and explains the broad areas where we see opportunities.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 05-Feb-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
|
|
|
|
big-picture
page
|
Big Picture
• 05-Feb-2024
|
Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.
| |
