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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 02-mar-2021
|
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.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 01-mar-2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• 24-feb-2021
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Andrew Slimmon
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 24-feb-2021
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Bruno Paulson,
Laura Bottega
Having engaged with company management and their boards for more than 20 years, Bruno Paulson explains why the International Equity team favours meaningful long-term engagement over faddy box-ticking.
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sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• 24-feb-2021
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Sarah Harrison, Navindu Katugampola, Barbara Calvi
Integrating ESG considerations into the high yield market presents both challenges and opportunities for investors. The Global Fixed Income team provides tangible examples of how their ever-evolving ESG framework has helped contribute to both alpha generation and risk mitigation in the last year.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 22-feb-2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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sustainable-investing
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 16-feb-2021
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Andrew Harmstone
The struggles of workers during the COVID-19 pandemic have brought into sharp focus long-standing social issues that affect every sector of the economy. The Global Balanced Risk Control Team looks at the investment implications.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 16-feb-2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
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Convergence
• 16-feb-2021
|
Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 15-feb-2021
|
Global Fixed Income Team
Queremos tener exposición a áreas capaces de aguantar mayor volatilidad del entorno macroeconómico y con motivo de la evolución de la pandemia y mayores rentabilidades, pero que cuenten con suficiente rentabilidad/diferencial para brindar rendimientos razonables en 2021.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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Engagement Report
• 12-feb-2021
|
Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.
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active-fundamental-equity
Active Fundamental Equity
audio
|
Insight audio
• 12-feb-2021
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, reviews three key approaches to answer the most popular question her team gets asked – "How much should we invest in EM?"
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active-fundamental-equity
Active Fundamental Equity
audio
|
Insight audio
• 12-feb-2021
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines four trends she believes will lead to an EM comeback in the next five to ten years.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 10-feb-2021
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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.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 09-feb-2021
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.
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active-fundamental-equity
Active Fundamental Equity
page
|
Artículo de opinión
• 09-feb-2021
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Bruno Paulson
Bruno Paulson sugiere motivos para creer que que los mercados de EAFE superen en beneficios a Estados Unidos en 2021 y años posteriores.
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active-fundamental-equity
Active Fundamental Equity
page
|
Artículo de opinión
• 08-feb-2021
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Global Emerging Markets Team
El Equipo Global de Mercados Emergentes argumenta que la mayoría de los inversores poseen mucho menos en mercados emergentes de lo que recomiendan los modelos de asignación lógicos, y están en posición de perderse un regreso de los mercado emergentes.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 08-feb-2021
|
Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos
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fixed-income
Fixed Income
page
|
INSIGHT VIDEO
• 04-feb-2021
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Richard Ford
Richard Ford, Head of Global Credit on the Global Fixed Income Team, shared with Francisco Gimeno from Iberia Sales Team his views on the credit markets and opportunities for the year ahead.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• 04-feb-2021
|
Andrew Harmstone, Li Zhang, Christian Goldsmith
Not many multi-asset funds can say they invest with an eye toward the Paris Agreement’s objective of limiting global warming to 1.5° C. But the Global Balanced Sustainable Fund does just that.
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page
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Insight Article
• 01-feb-2021
|
As of today, the offer document for the voluntary public takeover offer (cash offer) of Kublai GmbH, Frankfurt am Main, Germany, an affiliate of funds managed and advised by Morgan Stanley Infrastructure Inc., to the shareholders of Tele Columbus AG, Berlin, Germany, for the acquisition of their registered no-par-value shares in Tele Columbus AG (ISIN DE000TCAG172) as well as its non-binding English convenience translation are available for distribution free of charge at BNP Paribas Securities Services S.C.A., Frankfurt Branch, Europa-Allee 12, 60327 Frankfurt am Main, Germany.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 01-feb-2021
|
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.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 01-feb-2021
|
Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos
|
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 31-ene-2021
|
Bruno Paulson
Los "compounders" pueden ser sólidos en épocas complicadas, pues los ingresos recurrentes contribuyen a preservar las ventas y la capacidad de fijación de precios protege los márgenes. El equipo International Equity explica esta cuestión.
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2021-outlooks
fixed-income
Fixed Income
page
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2021 Outlooks
• 26-ene-2021
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Gregory Finck
The impacts of COVID-19 on risk and performance across securitized sectors have varied significantly. Yet, the Securitized Fixed Income team believes the market has reasonably adjusted credit spreads to reflect current risk profiles making a promising outlook for securitized assets in 2021.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 25-ene-2021
|
Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos
|
|
|
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2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 20-ene-2021
|
Sarah Harrison, Shane McNamara
A closer look at the European High Yield sector reveals an improvement in quality over the long-term. Read why the Global Fixed Income team believes there is a compelling case to be made for investing in this sector in 2021.
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2021-outlooks
real-assets
Real Assets
page
|
2021 Outlooks
• 19-ene-2021
|
Morgan Stanley Real Estate Investing
The uneven nature of the depth and timing of the expected economic recovery means more differentiated real estate investing opportunities. Morgan Stanley Real Assets Investing provide investors with an insight into what the new real estate cycle being ushered in may bring.
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|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 19-ene-2021
|
Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 15-ene-2021
|
Portfolio Solutions Group
In this paper, the PSG Team analyzes whether GPs have been able time the market and increase investments in favorable years. The team concludes that GPs have not historically taken advantage of market timing and thus investors should increase their commitments in order to obtain the desired exposure to investments at favorable valuations.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-ene-2021
|
Global Fixed Income Team
Nuestro equipo Global Fixed Income analiza un 2020 extraordinario y sostiene que las políticas monetaria y fiscal desempeñarán una función clave en la rentabilidad de los activos en 2021.
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2021-outlooks tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Historias de la esfera emergente
• 12-ene-2021
|
Ruchir Sharma
Ruchir Sharma, estratega jefe global y responsable de Emerging Markets, nos cuenta cuáles son sus diez principales tendencias para 2021.
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|
|
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2021-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2021 Outlooks
• 12-ene-2021
|
Ruchir Sharma
Ruchir Sharma, estratega jefe global y responsable de Emerging Markets, nos cuenta cuáles son sus diez principales tendencias para 2021
|
|
|
|
2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• 11-ene-2021
|
Mark van der Zwan
With risk markets near historical highs and rates near zero, return expectations for traditional 60% equity /40% bond (60/40) portfolios are at the lowest level they’ve been in more than ten years. Against this backdrop, we see renewed interest in hedge funds, particularly in strategies that have evolved to complement 60/40 risk in very specific ways. Four strategies worth highlighting are high active risk, opportunistic investments, alternative yield and risk mitigation.
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2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• 11-ene-2021
|
Andrew Slimmon
Though we expect 2021 to be an overall good year for equities, we should anticipate a tougher road ahead, with a lot more volatility. Hear more from Andrew Slimmon, Head of our Applied Equity Advisors Team.
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|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 11-ene-2021
|
Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 11-ene-2021
|
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.
|
|
|
|
2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2021 Outlooks
• 11-ene-2021
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, provides a 60 second overview of why he believes that 2021 will be an overall good year for equities, but we should anticipate a tougher road ahead, with a lot more volatility.
|
|
|
|
2021-outlooks path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• 10-ene-2021
|
Andrew Harmstone
La incertidumbre económica generada por la COVID-19 y la situación política en Estados Unidos se está disipando. Nuestro equipo Global Balanced Risk Control analiza varios factores que podrían determinar el crecimiento en 2021 y qué implican para nuestro posicionamiento.
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|
|
|
2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2021 Outlooks
• 10-ene-2021
|
Andrew Harmstone
La incertidumbre económica generada por la COVID-19 y la situación política en Estados Unidos se está disipando. Nuestro equipo Global Balanced Risk Control analiza varios factores que podrían determinar el crecimiento en 2021 y qué implican para nuestro posicionamiento.
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|
|
|
2021-outlooks
fixed-income
Fixed Income
page
|
Perspectivas de mercado para 2021
• 05-ene-2021
|
Global Fixed Income Team
El equipo Global Credit considera que la economía global está preparada para un 2021 sólido, con unos bancos centrales dispuestos a desplegar políticas acomodaticias incluso cuando la inflación comience a subir, unos políticos comprometidos con el crecimiento y unas compañías centradas en la inversión para aprovechar el impulso fiscal y el bajo coste de la deuda.
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|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• 05-ene-2021
|
Richard Ford
El equipo Global Credit considera que la economía global está preparada para un 2021 sólido, con unos bancos centrales dispuestos a desplegar políticas acomodaticias incluso cuando la inflación comience a subir, unos políticos comprometidos con el crecimiento y unas compañías centradas en la inversión para aprovechar el impulso fiscal y el bajo coste de la deuda.
|
|
|
|
fixed-income
Fixed Income
page
|
Webinar
• 05-ene-2021
|
Richard Class
Richard Class, portfolio manager on the Global Fixed Income team talks about the rule of Short Duration Fixed Income Funds against the backdrop of low-interest rate environment.
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|
|
|
2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 04-ene-2021
|
Tom Wills
2020 will go down as an awful year in history, but as investors it is always important to look for opportunities created by major events. Tom Wills, Lead Portfolio Manager for Convertible Bonds, explains why amidst all of the devastation of 2020, convertible bonds thrived.
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|
|
|
sustainable-investing
2021-outlooks
fixed-income
Fixed Income
page
|
2021 OUTLOOKS
• 04-ene-2021
|
Navindu Katugampola,
Barbara Calvi
2020 se caracterizó por un renovado protagonismo de la sostenibilidad entre los inversores y los emisores. El equipo Sustainable Fixed Income destaca cinco ámbitos de interés para la renta fija relativos a la inversión sostenible para el año que tenemos por delante.
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|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• 04-ene-2021
|
Barbara Calvi,
Navindu Katugampola
2020 se caracterizó por un renovado protagonismo de la sostenibilidad entre los inversores y los emisores. El equipo Sustainable Fixed Income destaca cinco ámbitos de interés para la renta fija relativos a la inversión sostenible para el año que tenemos por delante.
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|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 04-ene-2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 04-ene-2021
|
Eric Baurmeister, Warren Mar, Sahil Tandon
Conditions for EMD outperformance in 2021 appear to be in place. A global backdrop of steady, extended monetary accommodation, prospects of a large-scale deployment of COVID-19 vaccines, and expectations of fiscal stimulus in the U.S. should boost the growth-sensitive segments of the asset class.
|
|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• 04-ene-2021
|
Eric Baurmeister
Eric Baurmeister, Portfolio Manager and Head of Emerging Markets Debt, provides a 60 second overview of why the team believes that conditions for EMD outperformance in 2021 appear to be in place.
|
|
|
|
2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 31-dic-2020
|
Michael Kushma, Jim Caron
Pese a los bajos tipos de interés, 2021 nos depara numerosas oportunidades de inversión, pero solo si sabemos dónde buscar. Michael Kushma, director de inversiones del equipo Global Fixed Income, y Jim Caron, gestor de carteras y responsable de Global Macro Strategies, analizan los ámbitos en que perciben oportunidades para 2021.
|
|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• 31-dic-2020
|
Jim Caron
Pese a los bajos tipos de interés, 2021 nos depara numerosas oportunidades de inversión, pero solo si sabemos dónde buscar. Michael Kushma, director de inversiones del equipo Global Fixed Income, y Jim Caron, gestor de carteras y responsable de Global Macro Strategies, analizan los ámbitos en que perciben oportunidades para 2021.
|
|
|
|
2021-outlooks
active-fundamental-equity
Active Fundamental Equity
page
|
2021 Outlooks
• 22-dic-2020
|
Bruno Paulson
Estamos en los albores de una nueva década. ¿Será una repetición de los felices años veinte o algo más moderado? Bruno Paulson, del equipo International Equity, nos ofrece más información al respecto.
|
|
|
|
2021-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2021 Outlooks
• 22-dic-2020
|
Bruno Paulson
Estamos en los albores de una nueva década. ¿Será una repetición de los felices años veinte o algo más moderado? Bruno Paulson, del equipo International Equity, nos ofrece más información al respect.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 21-dic-2020
|
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.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 21-dic-2020
|
Michael Mauboussin, Dan Callahan
The weighed average cost of capital (WACC) and volatility (vol) generally move in lockstep, but 2020 is unusual because the cost of capital is well below its historical average and volatility is well above its historical average. The prime beneficiaries of these patterns are companies rich with real options. In this report, we define real options, discuss what businesses are likely to have them, review the valuation implications, and finish with a way to use real options analysis with traditional valuation.
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|
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 16-dic-2020
|
Global Fixed Income Team
Nuestro equipo de renta fija global considera que los fabricantes de vacunas, los gobiernos, los legisladores, los bancos centrales y los ciudadanos pueden crear un futuro económico brillante para 2021/22.
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|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• 16-dic-2020
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.
|
|
|
|
2021-outlooks global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• 15-dic-2020
|
Cyril Moulle-Berteaux,
Sergei Parmenov
The Global Multi-Asset Team discusses their outlook for 2021 in ‘The World Will Look Radically Different in 2021.'
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|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 14-dic-2020
|
Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Media Appearance
• 09-dic-2020
|
Counterpoint Global
Why value investing still works in markets – To buy something for less than it is worth is as useful as ever.
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 08-dic-2020
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, argues that commodity prices are poised for a comeback in the 2020s, and that emerging markets will rise accordingly.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 08-dic-2020
|
Nic Sochovsky, Dirk Hoffmann-Becking
After the extraordinary rally in growth stocks over the summer, is the market poised for a value rally? And what does that mean for quality portfolios? The International Equity team evaluates.
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|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 08-dic-2020
|
Nic Sochovsky, Dirk Hoffmann-Becking
Tras la extraordinaria subida de las acciones con sesgo “growth” durante el verano, la pregunta que solemos escuchar de los inversores es si el mercado se adentrará en un rally de activos “value” —quizá no ahora mismo, pero sí a corto o medio plazo—.
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|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 07-dic-2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 07-dic-2020
|
Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 04-dic-2020
|
Andrew Slimmon
In his December TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we come to the close of 2020.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 04-dic-2020
|
Drew Hambly
MSIM discusses three trends observed during the largely virtual 2020 proxy voting season.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• 03-dic-2020
|
Vishal Gupta
Vishal Gupta is optimistic on structural themes of B2B technology spend, Fintech, e-commerce and Healthcare among others to drive growth in emerging markets in the years ahead. Listen now.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 02-dic-2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Media Appearance
• 30-nov-2020
|
Morgan Stanley Capital Partners
Inc.'s second annual list of founder-friendly private equity firms shines a light on 50 shops that have had success supporting founder-led companies. To compile the list, Inc. went straight to the source: entrepreneurs who have sold to private equity. It's a group that's been expanding for more than two decades. In the U.S., the number of PE-backed businesses has grown 30 percent compared with 2015, according to research firm PitchBook.
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|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 30-nov-2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 30-nov-2020
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Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos.
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active-fundamental-equity
Active Fundamental Equity
page
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Press reprint
• 25-nov-2020
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Laura Bottega
2020 appears as a watershed year for diversity in the workplace. Laura Bottega talks about her experience as a woman in a male dominated industry, her efforts to advocate for gender diversity, and distils the lessons learned along the way.
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active-fundamental-equity
Active Fundamental Equity
video
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Insight Video
• 19-nov-2020
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Vishal Gupta, Steve Sun
In this video, the portfolio manager and portfolio specialist for Emerging Markets Leaders Strategy share how they find investment opportunities, why macro trends are important, in which countries they find investable companies and when they believe it is the right time to invest.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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PATH
• 18-nov-2020
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Andrew Harmstone, Manfred Hui, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 16-nov-2020
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Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 16-nov-2020
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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private-credit-and-equity
Private Credit & Equity
page
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Press reprint
• 15-nov-2020
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Neha Champaneria Markle
The Wall Street Journal names AIP Private Markets’ Neha Champaneria Markle in their annual Women to Watch list of top female talent in Private Equity.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 11-nov-2020
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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.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 11-nov-2020
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Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 11-nov-2020
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Global Fixed Income Team
Una vez pasadas las elecciones estadounidenses, el alcance del estímulo fiscal y el resurgimiento del virus siguen siendo dos grandes interrogantes para la economía mundial y los mercados de bonos.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• 10-nov-2020
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains how economic reform in emerging economies is the pandemic’s silver lining.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 10-nov-2020
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Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 09-nov-2020
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Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
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market-pulse
fixed-income
Fixed Income
video
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MARKET PULSE
• 05-nov-2020
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Jim Caron,
Andrew Slimmon
Morgan Stanley Investment Management portfolio managers shared their views on the likely impact of the U.S. presidential election on the economy and the markets.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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Engagement Report
• 03-nov-2020
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International Equity Team
Nueva edición de Engage, las últimas noticias que el equipo International Equity ofrece cada semestre sobre su actividad de implicación en cuestiones ESG.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 02-nov-2020
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Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
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Market Pulse
• 30-oct-2020
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Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.
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market-pulse
fixed-income
Fixed Income
page
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INSIGHT AUDIO
• 30-oct-2020
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 29-oct-2020
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Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 29-oct-2020
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Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• 28-oct-2020
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Soledad Lopez,
Navindu Katugampola,
Barbara Calvi
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.
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sustainable-investing
page
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Sustainable Investing
• 26-oct-2020
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