|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 18-may-2022
|
Helena Miles
Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.
|
|
|
|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
|
Sustainable Investing
• 17-may-2022
|
Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 16-may-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 12-may-2022
|
Seema Hingorani, Marte Borhaug, Yijia Chen
Morgan Stanley Investment Management female leaders discuss gender diversity in the corporate world - its vital role, the progress remaining, and how an engaged investor can advance a gender equality agenda.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 10-may-2022
|
Michael Mauboussin, Dan Callahan
The goal of capital allocation is to put resources to their best use to create long-term value per share for ongoing shareholders. The first major part of capital allocation is investing in the business. The second is transacting with mispriced securities, which introduces the potential for wealth transfers between stakeholders. Astute investors appropriately focus on a management's ability to make investments in the business, but they should also pay attention to management actions with regard to buying and selling the company’s stock.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 09-may-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 02-may-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 02-may-2022
|
Andrew Harmstone, Manfred Hui
As monetary policy tightens, we share our thoughts on the investment implications and discuss tactical positioning.
|
|
|
|
sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
|
Convergence
• 30-abr-2022
|
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.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 27-abr-2022
|
Global Fixed Income Team
Marzo fue otro mes duro para los mercados financieros que puso fin a uno de los peores trimestres desde la década de 1980. De hecho, los mercados no tardaron en materializar las repercusiones de inflación/estanflación de la guerra y de las consecuentes sanciones impuestas a Rusia. El equipo Global Fixed Income comparte sus puntos de vista.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 25-abr-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 25-abr-2022
|
Bruno Paulson, Marte Borhaug, Alistair Corden-Llyod
Across the globe, stakeholders – including the International Equity Team – are pushing companies for greater transparency and accountability on Diversity, Equity & Inclusion. The team discusses.
|
|
|
|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainable Investing
• 20-abr-2022
|
Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 18-abr-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Emerging Markets Leaders Focus
• 15-abr-2022
|
Vishal Gupta, Arun Kapoor, Steve Sun
In this inaugural edition of the Emerging Markets Leaders Focus the team looks at the outsourcing of Digital IT Services as a structural thematic that should be on investor’s radar.
|
|
|
|
opportunity-optimum
active-fundamental-equity
Active Fundamental Equity
page
|
Opportunity Optimum
• 14-abr-2022
|
Kristian Heugh, Marc Fox, Emily Tsui
Welcome to Opportunity Optimum, a writing series in which the Global Opportunity team discusses how and where they are finding the best opportunities to invest capital around the world.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 13-abr-2022
|
Patrick Reid
With public markets broadly expected to deliver lower investment returns, it is no surprise that interest in alternatives continues to grow. In this piece, we look at the shifting dynamics within the private markets space and discuss some of the potentially attractive investment opportunities investors should be aware of.
|
|
|
|
sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• 12-abr-2022
|
Global Emerging Markets Team
EM Equity team report how they actively advocated for sustainable corporate policies during 2021 and share their ESG engagement priorities for 2022.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 12-abr-2022
|
Michael Mauboussin, Dan Callahan
The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inconsequential for others. Overall, we estimate that earnings for the S&P 500 would be about 10 percent higher with these changes. This suggests great caution in comparing earnings or valuation multiples over time.
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 07-abr-2022
|
Jitania Kandhari,
Amay Hattangadi
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Market Insights
• 04-abr-2022
|
Nash Waterman
Nash Waterman, responsable de Private Markets Secondaries en Morgan Stanley Investment Management, y Boris Secciani, periodista y responsable de investigación de la publicación italiana Fondi&Sicav, analizan el dinámico panorama de las operaciones secundarias propiciadas por los gestores o "GP-led secondaries" y las razones por las que los inversores deberían tomar nota de ellas.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 04-abr-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 01-abr-2022
|
Andrew Harmstone, Manfred Hui
Si bien la oleada de ventas de este año parece responder al ánimo inversor más que a la evolución de los beneficios, tanto la guerra en Ucrania como los nuevos confinamientos decretados en China presionan aún más al alza la inflación y a la baja el crecimiento y aumentan los problemas de suministro, en particular, de materias primas procedentes de Rusia. El riesgo radica en que los mercados sigan corrigiendo.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 28-mar-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 23-mar-2022
|
Global Fixed Income Team
Los mercados financieros han pasado de preocuparse por la COVID-19 a preocuparse por la invasión rusa de Ucrania. El equipo Global Fixed Income comparte sus puntos de vista.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 21-mar-2022
|
Bruno Paulson
En un mundo profundamente incierto, cobra pleno sentido poseer una cartera de compounders con un historial estable. Bruno Paulson da su opinión sobre este asunto.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 21-mar-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 16-mar-2022
|
Michael Mauboussin, Dan Callahan
Continuous process improvement is essential to achieving outstanding long-term outcomes. Receiving timely and accurate feedback—information used as a basis for improvement—can enhance the process and make you a better forecaster. We discuss multiple facets of process improvement, including getting the right people and helping them thrive, the role of organizational structure in fostering good decision making, and specific mechanisms to sharpen execution. We draw on principles from other fields but focus primarily on the investment management industry.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 16-mar-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
The Big Picture
• 16-mar-2022
|
Jitania Kandhari
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, unveils her Key Themes for 2022.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 14-mar-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
private-credit-and-equity
Private Credit & Equity
page
|
Sustainable Investing
• 11-mar-2022
|
Vikram Raju
The frequent appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what
ESG is (and what it isn’t) and employ this frequently used term in its proper context.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 07-mar-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 07-mar-2022
|
Bruno Paulson
Is now the time to own reasonably priced quality companies with pricing power, many of which are in EAFE? Bruno Paulson explains why the International Equity Team believes so.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 04-mar-2022
|
Andrew Harmstone, Manfred Hui
Al empeorar rápidamente la situación entre Rusia y Ucrania, las clases de activos que ya habían registrado una oleada de ventas masivas continuaron su corrección. Abordamos las repercusiones en la inflación, la política monetaria y el posicionamiento.
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 28-feb-2022
|
Jitania Kandhari,
Eric Carlson
Jitania Kandhari, Head of Macro and Thematic Research and Eric Carlson, Head of Sustainability, both for the Emerging Markets Equity team, look at Russia’s invasion of Ukraine.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 28-feb-2022
|
Global Fixed Income Team
El equipo Global Fixed Income aborda el giro hacia políticas monetarias más restrictivas por parte de los principales bancos centrales durante el mes de enero.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 28-feb-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• 25-feb-2022
|
Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 23-feb-2022
|
Alistair Corden-Lloyd,
Nic Sochovsky,
Vladimir Demine
El cambio climático es cosa de todos. Tras haberse implicado sobre esta cuestión con el 95% de las compañías de sus estrategias globales, el equipo International Equity aborda que las compañías asuman su responsabilidad sobre cambio climático.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 14-feb-2022
|
Andrew Slimmon
In his February TAKE, Andrew Slimmon reiterates that 2022 will be a battleground year for the bears and the bulls, offering alpha opportunities for tactical asset allocation.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 14-feb-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2022 Outlook
• 08-feb-2022
|
Cyril Moulle-Berteaux,
Sergei Parmenov
Key Macro Issues: COVID-19 Becomes Endemic; Economy Transitions to Stagflation; Regime Shift to Higher Inflation; The End of Free Money and China Exceptionalism. Key Investment Themes: Speculative Mania Bursts; Value Bull Market Continues; The Rise of the Rest (of the World); Commodities Beat Stocks and Bonds.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 07-feb-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 02-feb-2022
|
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.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
video
|
Video de opinión
• 01-feb-2022
|
Vishal Gupta
Vishal Gupta, gestor de carteras de Emerging Markets Leaders, analiza oportunidades de crecimiento nacional de China e ideas de localización en India.
|
|
|
|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainable Investing
• 31-ene-2022
|
Vladimir Demine, Candida de Sliva
In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 31-ene-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
video
|
Video de opinión
• 31-ene-2022
|
Vishal Gupta
Echando la vista atrás a 2021, Vishal Gupta, gestor de carteras de Emerging Markets Leaders, comparte su selección de temas, analiza cifras de rentabilidad y aborda cuestiones ESG.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 27-ene-2022
|
Michael Mauboussin, Dan Callahan
Organisms allocate energy between growth and maintenance and repair. They stop growing when maintenance requires all of the energy. Substitute capital for energy and companies appear to follow a similar trajectory. This is important because you can anticipate a company’s growth only if you understand how much capital it spends on growth versus maintenance. Most executives and investors likely underestimate maintenance spending. Steps toward better understanding include a proper assessment of maintenance capital expenditures and a separation of SG&A into investment and maintenance components.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 26-ene-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 24-ene-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
2022-outlooks
real-assets
Real Assets
page
|
2022 Outlook
• 20-ene-2022
|
Laurel Durkay
El equipo Global Listed Real Assets considera que las condiciones macroeconómicas favorables y los factores impulsores seculares son positivos para el sector inmobiliario y los REITs en 2022.
|
|
|
|
2022-outlooks
fixed-income
Fixed Income
page
|
Artículo de opinión
• 19-ene-2022
|
Jim Caron
Un año sin consensos, un año de oportunidades Jim Caron, responsable de estrategia y gestor de la cartera del equipo de Global Fixed Income, ve un gran potencial para la gestión activa en renta fija de cara al próximo año.
|
|
|
|
2022-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2022 Outlook
• 18-ene-2022
|
Marte Borhaug
Las empresas que se enfrentan a un mundo en constante cambio y que tienen como objetivo la sostenibilidad, deben explorar su entorno y buscar nueva información para sobrevivir. Marte Borhaug del equipo de International Equity da sus impresiones sobre este aspecto.
|
|
|
|
2022-outlooks
active-fundamental-equity
Active Fundamental Equity
page
|
2022 Outlook
• 18-ene-2022
|
Marte Borhaug
Las empresas que se enfrentan a un mundo en constante cambio y que tienen como objetivo la sostenibilidad, deben explorar su entorno y buscar nueva información para sobrevivir. Marte Borhaug del equipo de International Equity da sus impresiones sobre este aspecto.
|
|
|
|
2022-outlooks
video
|
2022 Outlook
• 18-ene-2022
|
Jeff Mueller
Compared to other asset classes, high yield has proven resilient — even during bouts of volatility in recent years, says Co-Director of High Yield Jeff Mueller at Eaton Vance Management, and he anticipates further resilience in 2022 as long as the global economic recovery continues.
|
|
|
|
2022-outlooks
video
|
2022 Outlook
• 18-ene-2022
|
Marshall Stocker
According to Co-Director of Emerging Markets Marshall Stocker at Eaton Vance Management, markets have largely priced in the risks facing emerging markets debt, and valuations look much more compelling — allowing our diverse and global investment team to capitalize upon many unique and differentiated country opportunities.
|
|
|
|
2022-outlooks calvert
active-fundamental-equity
Active Fundamental Equity
page
|
2022 Outlook
• 18-ene-2022
|
John Streur, Calvert
Calvert Research and Management CEO John Streur expects actions by regulators, corporations and investors to increase the importance placed on ESG factors in investment decisions across global capital markets in 2022. For more, please read his full 2022 outlook.
|
|
|
|
2022-outlooks
page
|
2022 Outlook
• 18-ene-2022
|
John Baur, Marshall Stocker
For every country like Turkey, where heterodox policy is cause for concern, Co-Directors of Emerging Markets at Eaton Vance Management, Marshall Stocker and John Baur highlight the lesser known and overlooked EM success stories. For more, please read their full 2022 outlook.
|
|
|
|
2022-outlooks
page
|
2022 Outlook
• 18-ene-2022
|
Jeff Mueller, Steve Concannon
As demand from U.S. and global institutional investors provides potential support following episodes of weakness, Co-Directors of High Yield at Eaton Vance Management, Jeff Mueller and Steve Concannon discuss potential buying opportunities available to long-term oriented investors. For more, please read their full 2022 outlook.
|
|
|
|
2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2022 Outlook
• 18-ene-2022
|
Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
|
|
|
|
2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2022 Outlook
• 18-ene-2022
|
Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.
|
|
|
|
2022-outlooks
video
|
2022 Outlook
• 18-ene-2022
|
Nisha Patel
While it will be hard to surpass the performance of municipal bonds in 2021, Director of Portfolio Management at Parametric, Nisha Patel sees 2022 as another year when investors could benefit from professional management for relative value trading, tax loss harvesting and credit oversight.
|
|
|
|
2022-outlooks
page
|
2022 Outlook
• 18-ene-2022
|
Nisha Patel
Director of Portfolio Management Nisha Patel believes the fragmented nature of the municipal bond market and the heavy influence of retail investors may result in inefficiencies that may be exploited to achieve additional return through active management and relative value trading. For more, please read her full 2022 outlook.
|
|
|
|
2022-outlooks
video
|
2022 Outlook
• 18-ene-2022
|
Ralph Hinckley
Portfolio Manager Ralph Hinckley believes credit fundamentals are sound, and inflationary environments tend to signal higher interest rates, which tend to benefit loans. After a strong run in 2021, loan returns in 2022 are likely to come from current income, in his view.
|
|
|
|
2022-outlooks
page
|
2022 Outlook
• 18-ene-2022
|
Ralph Hinckley, Andrew Sveen
In a year when concerns over
tightened monetary policy
rising rates and inflation periodically wracked the markets, Co-Director of Bank Loans at Eaton Vance Management, explains why the asset class outperformed in 2021 and why he believes loans deserve consideration
for helping conserve
fixed‐income portfolios in rising rate environments. For more, please read his full 2022 outlook.
|
|
|
|
2022-outlooks
page
|
2022 Outlook
• 18-ene-2022
|
Chris Dyer, Ian Kirwan
Eaton Vance Management's Director of Global Equity Chris Dyer expects potentially solid economic growth across developed economies in 2022, albeit at a slower pace than the recovery‐driven levels seen in 2021. For more, please read his full 2022 outlook.
|
|
|
|
2022-outlooks
page
|
2022 Outlook
• 18-ene-2022
|
Vishal Khanduja, Eaton Vance Management
Director of Investment Grade Fixed Income Portfolio Management and Trading Vishal Khanduja expects inflation to moderate from the most recent spike in 2021 as global supply disruptions and durable goods demand may continue to ease. For more, please read his full 2022 outlook.
|
|
|
|
2022-outlooks
page
|
2022 Outlook
• 18-ene-2022
|
Andrew Szczurowski, Eaton Vance Management
Director of Mortgage-Backed Securities Andrew Scczurowski believes that agency MBS investors could potentially outperform in a rising rate environment by moving up in coupon. For more, please read his full 2022 outlook.
|
|
|
|
2022-outlooks
page
|
2022 Outlook
• 18-ene-2022
|
Cynthia Clemson, Craig Brandon
In the face of expected increases in tax rates and likely rate hikes from the U.S. Federal Reserve, Co-Directors of Municipal Investments at Eaton Vance Management, Cindy Clemson and Craig Brandon believe that municipal bonds should remain an important and diversified component of a suitable investor’s portfolio. For more, please read their full 2022 outlook.
|
|
|
|
2022-outlooks calvert
active-fundamental-equity
Active Fundamental Equity
video
|
2022 Outlook
• 18-ene-2022
|
John Streur
As we build the necessary capital market infrastructure to fully price ESG issues into security valuation, which we view as vital to supporting shareholder value, Calvert Research and Management CEO John Streur shares his outlook for 2022.
|
|
|
|
2022-outlooks
fixed-income
Fixed Income
video
|
2022 Outlook
• 18-ene-2022
|
Jim Caron
Un año sin consensos, un año de oportunidades
Jim Caron, responsable de estrategia y gestor de la cartera del equipo de Global Fixed Income, ve un gran potencial para la gestión activa en renta fija de cara al próximo año.
|
|
|
|
2022-outlooks
active-fundamental-equity
Active Fundamental Equity
page
|
2022 Outlook
• 17-ene-2022
|
Jitania Kandhari
Aprovechando oportunidades en mercados emergentes
Las renta variable emergente gana protagonismo en 2022. Jitania Kandhari, Directora de Invesiones del equipo Solutions and Multi-Asset Group, Gestora de la cartera de Active International Allocation, Responsable macro y de análisis temático para el equipo de Emerging Markets Equity Team, comparte cinco motivos por los que pensar en renta variable emergente este año.
|
|
|
|
2022-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2022 Outlook
• 17-ene-2022
|
Jitania Kandhari
Aprovechando oportunidades en mercados emergentes
Las renta variable emergente gana protagonismo en 2022. Jitania Kandhari, Directora de Invesiones del equipo Solutions and Multi-Asset Group, Gestora de la cartera de Active International Allocation, Responsable macro y de análisis temático para el equipo de Emerging Markets Equity Team, comparte cinco motivos por los que pensar en renta variable emergente este año.
|
|
|
|
2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2022 Outlook
• 17-ene-2022
|
Andrew Slimmon
Andrew Slimmon looks at the history of post-recessionary environments and concludes that despite a less accommodative Fed, equity returns should be in positive territory again in 2022.
|
|
|
|
2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2022 Outlook
• 17-ene-2022
|
Andrew Slimmon
Andrew Slimmon, Senior Portfolio Manager and Head of the Applied Equity Advisors team for the shares his thoughts on 2022.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-ene-2022
|
Global Fixed Income Team
¿Cuáles serán las repercusiones de la variante ómicron? ¿En qué medida deben los mercados temer a la Reserva Federal? ¿Se ralentizará la inflación? El equipo Global Fixed Income analiza la dinámica imperante en los mercados.
|
|
|
|
2022-outlooks
real-assets
Real Assets
page
|
2022 Outlook
• 14-ene-2022
|
Morgan Stanley Real Estate Investing
2021 swift economic recovery has propelled the global economy to the mid-phase of a typical economic cycle. With GDP growth expected to moderate, and monetary policy to tighten, Morgan Stanley Real Estate Investing examine what the new phase may mean for the asset class.
|
|
|
|
2022-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2022 Outlook
• 13-ene-2022
|
Mark van der Zwan
Our AIP Hedge Fund Solutions team examines the changing nature of risk that we can expect to see in 2022. Rising volatility and performance dispersion creates an opportunity for hedge fund managers in the new year.
|
|
|
|
2022-outlooks
page
|
2022 Outlook
• 12-ene-2022
|
The Eaton Vance Value Equity Team makes the case for Value investing in 2022.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 12-ene-2022
|
Andrew Harmstone, Manfred Hui
Al inicio de 2022, con la variante ómicron extendiéndose, la Reserva Federal en modo hawkish y los inconvenientes a los que se enfrenta el proyecto de ley Build Back Better de Biden, esperamos que la renta variable siga superando a la renta fija y obtenga rentabilidades moderadas dadas las saludables perspectivas de crecimiento.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 10-ene-2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
2022-outlooks
fixed-income
Fixed Income
page
|
2022 Outlook
• 05-ene-2022
|
Global Fixed Income Team
The Global Fixed Income Team shares it views on the credit market in the upcoming year.
|
|
|
|
sustainable-investing
private-credit-and-equity
Private Credit & Equity
page
|
Sustainable Investing
• 04-ene-2022
|
Vikram Raju,
Navindu Katugampola,
Alice Vilma
The importance of sustainability continues to increase in the private markets. Here we examine the factors, such as government legislation and client preferences, that are driving the change and evolution towards better sustainable investing practices.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 31-dic-2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 2022 Global Multi-Asset Investment Outlook.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 30-dic-2021
|
Alex Gabriele
La tecnología blockchain no solo es la base de las criptomonedas, sino que además ofrece el potencial de modificar dinámicas existentes en el sector y alentar la cooperación entre competidores naturales, con el consiguiente aumento de la eficiencia y la calidad. Alex Gabriele, del equipo International Equity, lo explica.
|
|
|
|
edge
active-fundamental-equity
Active Fundamental Equity
page
|
EDGE
• 26-dic-2021
|
Counterpoint Global
After decades of development in garages and hobby shops, small drones are finally ready to make an impact in the enterprise. We discuss the evolution of enterprise drones and how the technology could disrupt small package delivery and aerial data collection. We also discuss the regulatory and societal challenges facing the enterprise drone industry today and highlight recent progress towards overcoming those challenges.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 22-dic-2021
|
Andrew Slimmon
In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-dic-2021
|
Global Fixed Income Team
La incertidumbre en torno a la variante ómicron, en combinación con unos bancos centrales restrictivos, ha dado un vuelco a los mercados de crédito y de renta variable. ¿De qué manera incidirá esto en el nexo entre crecimiento e inflación?
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 14-dic-2021
| |
