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market-pulse fixed-income Fixed Income audio
Market Pulse  •  02-mar-2021  •  16:47 Min

Fixed Income Update with Kevin Lynyak 

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  •  8:53 Min

There’s a Thin Line Between Easy and Tight Policy 

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
Takeaways & Key Expectations  •  24-feb-2021

Equity Market Commentary - February 2021 

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

Insta-engagement 

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

Assess, Engage, Perform: The Value of ESG Integration within High Yield 

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
Market Pulse  •  22-feb-2021  •  10:22 Min

Clearing Initial Hurdles on the Track to Recovery 

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
PATH  •  16-feb-2021

Socially Divided 

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  •  8:04 Min

Rising Yields v Sustainable Growth: What Tips the Scales? 

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
Convergence  •  16-feb-2021

Culture Quant Framework 

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
Global Fixed Income Bulletin  •  15-feb-2021

Alea iacta est ("La suerte está echada") 

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
Engagement Report  •  12-feb-2021

ESG and Sustainable Investing Report 

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  •  6:31 Min

Emerging Market Allocation: How Much to Own? 

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  •  5:43 Min

Why We Believe Emerging Markets Are Poised for a Comeback 

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
Insight Article  •  10-feb-2021

The Rise of Hedge Fund Co-Investments 

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

Why Crypto Is Coming Out of the Shadows 

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

Solo decimos: demos una oportunidad a los mercados de EAFE 

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

Asignación a mercados emergentes ¿Cuánto tener? 

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  •  9:04 Min

El pulso del mercado: A pesar de cierta volatilidad, mantenemos nuestra tesis sobre la reflación 

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

Meet The Managers: 2021 Global Fixed Income Outlook Webinar 

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

A Low Carbon Tilt to Global Multi-Asset Investing  

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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Insight Article  •  01-feb-2021

Press Release to the Announcement pursuant to Section 14 para. 3 sentence 1 no. 2 of the German Securities Acquisition and Takeover Act (Wertpapiererwerbs- und Übernahmegesetz – WpÜG)  

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  •  5:01 Min

Market Alert with Andrew Slimmon: Volatile Markets Can Create Opportunities. Have a Plan. 

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  •  7:11 Min

El pulso del mercado: A pesar de cierta volatilidad, mantenemos nuestra tesis sobre la reflación 

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

Cómo evitar perder dinero en renta variable 

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
2021 Outlooks  •  26-ene-2021

Promising Signs for Securitized Products 

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

El pulso del mercado: El mercado espera un auge del segundo trimestre; El virus podría pensar de otra manera 

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

Seeking Value in European High Yield 

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

2021 Global Real Estate Outlook: Recovery, Re-Pricing and Reflationary Fundamentals 

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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market-pulse fixed-income Fixed Income audio
Market Pulse  •  19-ene-2021  •  7:06 Min

Toda la atención en el paquete de estímulos de Biden 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  15-ene-2021

Market Timing in Private Investments 

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

Todo ha cambiado… nada ha cambiado: rentabilidades extraordinarias en un año extraordinario  

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

Diez tendencias principales para 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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2021-outlooks active-fundamental-equity Active Fundamental Equity video
2021 Outlooks  •  12-ene-2021

Perspectivas para 2021 en 60 segundos: Ruchir Sharma - Emerging Markets Equity Team  

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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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  11-ene-2021

Today’s Hedge Funds: Solutions to a 60/40 Problem 

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

Now It Gets Tougher 

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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market-pulse fixed-income Fixed Income audio
Market Pulse  •  11-ene-2021  •  7:35 Min

El pulso del mercado: ¿Cuánto pueden subir las rentabilidades antes de que supongan un problema? 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  11-ene-2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

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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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2021 Outlooks  •  11-ene-2021

2021 60 Second Market Outlook: Andrew Slimmon - Applied Equity Advisors Team 

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.

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2021-outlooks path solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  10-ene-2021

La incertidumbre está aumentando 

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

Perspectivas para 2021 en 60 segundos: Andrew Harmstone - Global Balanced Risk Control Team 

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

Perspectivas de crédito para 2021: compramos la reflación por las vacunas, vendemos las expectativas de una reversión de las políticas 

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

Perspectivas para 2021 en 60 segundos: Global Credit 

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.

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fixed-income Fixed Income page
Webinar  •  05-ene-2021

Webinar: The Case for Investing in Euro Short Duration Fixed Income 

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

Rolling With the Punches: Why Investors Should Consider Convertibles in 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

¿Un futuro sostenible? Cinco temas de inversión sostenible que definirán 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

Perspectivas para 2021 en 60 segundos: Cinco temas de inversión sostenible que definirán 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  •  7:25 Min

Yields Are Low, But Fixed Income Opportunities Exist if You Know Where to Look 

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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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  04-ene-2021

Favourable Winds for Emerging Market Debt 

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.

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2021-outlooks fixed-income Fixed Income video
2021 Outlooks  •  04-ene-2021

2021 60 Second Market Outlook: Emerging Markets Debt 

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.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  31-dic-2020

De la solvencia a los estímulos: qué podría significar un giro de política para los inversores en renta fija 

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.

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2021-outlooks fixed-income Fixed Income video
2021 Outlooks  •  31-dic-2020

Perspectivas para 2021 en 60 segundos: Jim Caron - Global Fixed Income Team  

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.

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2021-outlooks active-fundamental-equity Active Fundamental Equity page
2021 Outlooks  •  22-dic-2020

Previsión 2021 - El próximo año: ¿Los locos años 20 o los temibles años 20? 

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.

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2021-outlooks active-fundamental-equity Active Fundamental Equity video
2021 Outlooks  •  22-dic-2020

Perspectivas para 2021 en 60 segundos: Bruno Paulson - International Equity Team 

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.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  21-dic-2020  •  5:01 Min

Market Alert with Andrew Slimmon: Investing Cash Into a Bull Market 

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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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  21-dic-2020

WACC and Vol 

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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Global Fixed Income Bulletin  •  16-dic-2020

Cuando la necesidad apremia 

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  •  16-dic-2020  •  9:42 Min

The Case for Commodities This Decade 

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.

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2021 Outlooks  •  15-dic-2020

The World Will Look Radically Different in 2021 

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  •  7:11 Min

Todavía hay cosas en la lista de la compra: la macroeconomía y la política no entienden de vacaciones 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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Media Appearance  •  09-dic-2020

Michael Mauboussin Op-Ed Feature in Financial Times 

Counterpoint Global
Why value investing still works in markets – To buy something for less than it is worth is as useful as ever.

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Tales From the Emerging World  •  08-dic-2020

When Commodities Rise, So Will Emerging Markets  

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.

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Global Equity Observer  •  08-dic-2020

A Value Rally Ahead? Looking in the Rear-View Mirror 

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  •  08-dic-2020

¿Un rally de activos “value” por llegar? En retrospectiva 

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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market-pulse fixed-income Fixed Income audio
Market Pulse  •  07-dic-2020  •  6:59 Min

Will the U.S. Job Loss Scarring Be Permanent? 

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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market-pulse fixed-income Fixed Income page
Market Pulse  •  07-dic-2020

¿Serán permanentes las cicatrices por la destrucción de empleo en Estados Unidos? 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  04-dic-2020

Equity Market Commentary - December 2020 

Andrew Slimmon
In his December TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we come to the close of 2020.

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sustainable-investing page
Sustainable Investing  •  04-dic-2020

Proxy Season 2020: Tales From the Trenches 

Drew Hambly
MSIM discusses three trends observed during the largely virtual 2020 proxy voting season.

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Market Pulse  •  03-dic-2020  •  03:09 Min

Lead With Leaders 

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.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  02-dic-2020

The Year Ahead for the U.S.: Fundamental Challenges Exist, but Policy Will Prevail 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.

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Media Appearance  •  30-nov-2020

Morgan Stanley Capital Partners Recognized by Inc. as a Top 50 Private Equity Firm for Entrepreneurs and Family-Owned Businesses 

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  •  7:42 Min

What the Bond Market Is Telling Us About the Future of the Economy 

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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Market Pulse  •  30-nov-2020  •  7:42 Min

El pulso del mercado: ¿Qué nos dice el mercado de bonos sobre el futuro de la economía? 

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
Press reprint  •  25-nov-2020

Good practice for gender advocates in asset management 

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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Insight Video  •  19-nov-2020  •  4:29 Min

Emerging Markets Leaders Q&A 

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  •  18-nov-2020  •  2:39 Min

After the US Election: Where are the Opportunities? [Audio] 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views.

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Market Pulse  •  16-nov-2020  •  6:24 Min

Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos 

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
Market Pulse  •  16-nov-2020  •  6:24 Min

First Look at 2021: Too Much Liquidity Chasing Too Few Assets 

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
Press reprint  •  15-nov-2020

Neha Champaneria Markle named in the WSJ Women to Watch list 

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  •  11-nov-2020  •  5:26 Min

Market Alert with Andrew Slimmon: Opportunities Abound 

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  •  11-nov-2020

How Big Are the Waves? 

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
Global Fixed Income Bulletin  •  11-nov-2020

¿Cuál es el tamaño de las olas? 

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
Tales From the Emerging World  •  10-nov-2020

The Pandemic's Silver Lining  

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
PATH  •  10-nov-2020

US Presidential Election: The State of Play 

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  •  09-nov-2020  •  7:21 Min

Serie sobre las elecciones presidenciales: las cuatro principales repercusiones para el mercado de una victoria demócrata sin el Senado 

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
MARKET PULSE  •  05-nov-2020  •  1:00:12 Min

Hear the replay: U.S. Election 2020 Debrief 

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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Engagement Report  •  03-nov-2020

Implicación 

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
Market Pulse  •  02-nov-2020  •  6:25 Min

Serie sobre las elecciones presidenciales: Más preguntas que respuestas y aumento de la volatilidad 

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  •  30-oct-2020  •  09:39 Min

The Markets and Presidential Elections Through a Historical Lens 

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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INSIGHT AUDIO  •  30-oct-2020

Presidential Election Series With Jim Caron 

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
Insight Article  •  29-oct-2020

AIP Hedge Fund Solutions Team Review and Outlook 

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
Insight Article  •  29-oct-2020

AIP Hedge Fund Solutions Team Review and Outlook 

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
Sustainable Investing  •  28-oct-2020

ESG in Sovereign Fixed Income Investing: Identifying Opportunities, Correcting Biases 

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
Sustainable Investing  •  26-oct-2020