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carons-corner
audio
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Caron's Corner
• 13-ene-2025
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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market-monitor
page
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Market Monitor
• 10-ene-2025
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Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
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market-monitor
page
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Market Monitor
• 10-ene-2025
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Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
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big-picture
page
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Big Picture
• 08-ene-2025
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Jitania Kandhari
Significant debt, a property bubble, underwhelming domestic consumption and trade pressures are part of the structural weaknesses in China’s economy that stimulus packages cannot resolve alone. Jitania Kandhari explains.
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2025-outlooks
page
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2025 Outlooks
• 08-ene-2025
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Broad Markets Fixed Income Team
As we enter 2025, the Broad Markets Fixed Income Team provides a comprehensive analysis of anticipated trends in fixed income markets, highlighting key areas of opportunity and caution for investors.
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beat
page
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Monthly
• 06-ene-2025
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Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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page
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Insight Article
• 24-dic-2024
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Broad Markets Fixed Income Team
In its annual Engagement Report, the Fixed Income organisation provides details on how their investment teams are working with bond issuers on Environmental, Social, and Governance (ESG) issues to help generate better financial and sustainability outcomes.
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page
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Insight Article
• 23-dic-2024
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Vikram Raju
Our 1GT team discusses their five key lessons learned from Climate 1.0 and how they can be applied to climate investing today.
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global-multi-asset-viewpoint
page
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Global Multi Asset Thought of the Week
• 23-dic-2024
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Cyril Moulle-Berteaux
2024 has experienced one of the top momentum runs of the past thirty years. Historically, such strong performance has led to a near-full reversal in performance in the subsequent year. Cyril Moulle-Berteaux explains.
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navigating-the-curve
page
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Insight Article
• 23-dic-2024
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Fixed Income Team
In this piece, fixed income managers investing across the duration spectrum outline strategies for seeking higher current income and capital appreciation during this period of change in bond markets.
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2025-outlooks
page
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2025 Outlooks
• 20-dic-2024
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Mark van der Zwan, Jarrod Quigley
We believe that hedge funds are poised to capitalize on what could be a rapidly changing environment, while delivering a source of uncorrelated return and diversification within portfolios.
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2025-outlooks
page
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2025 Outlooks
• 18-dic-2024
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Tony Charles
As the global macro-economic environment continues to improve, the case for real estate investing has become more compelling. After a period of moderation and stabilization in 2024, we believe that 2025 will see a transition into the next upcycle for real estate. Inflation is trending down, interest rates are falling, and valuations are troughing.
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2025-outlooks
page
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2025 Outlooks
• 18-dic-2024
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David Miller
Discover why we believe robust private equity activity has a potential to bolster private credit with growth across a diverse landscape.
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edge
page
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EDGE
• 18-dic-2024
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Counterpoint Global
Counterpoint Global’s Disruptive Research revisits their 2017 paper on Autonomous Vehicles, highlighting key developments, challenges, and opportunities around trucking and robotaxis.
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2025-outlooks
page
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2025 Outlooks
• 18-dic-2024
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David Miller
Discover why we believe that, as venture-backed companies stay private for longer, there is an increased need for growth equity and hybrid capital.
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global-fixed-income-bulletin
video
|
Global Fixed Income Bulletin
• 17-dic-2024
|
Broad Markets Fixed Income Team
What do changes in the global economy and policy uncertainty mean for fixed income markets in 2025? In our latest video, we discuss how these factors may influence markets and the steps we’re taking to navigate rising complexity in the upcoming year.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 17-dic-2024
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Broad Markets Fixed Income Team
¿De qué manera descifrarán los mercados de bonos el verdadero estado de la economía y la escala de las políticas de la administración entrante? El equipo Broad Market Fixed Income analiza la situación.
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carons-corner
audio
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Caron's Corner
• 16-dic-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 13-dic-2024
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Amy Oldenburg
Eight years ago, Saudi Arabia initiated an ambitious plan to transform its economy and reshape its global identity by 2030. Amy Oldenburg, Head of Emerging Markets Equity, looks at the Kingdom’s progress to date.
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beat
page
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The BEAT
• 11-dic-2024
|
Portfolio Solutions Group
El entorno de inversión con el que empieza 2025 es muy interesante. Portfolio Solutions Group valora cinco áreas clave de cara a 2025.
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global-multi-asset-viewpoint
page
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Global Multi Asset Thought of the Week
• 09-dic-2024
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Cyril Moulle-Berteaux
Markets are bullish on Trump’s second term, hoping for tax cuts and better growth. We expect no net stimulus and a decent size hit from tariffs and immigration. This should be bullish for bonds as the Fed continues cutting, but could be a disappointment for frothy stocks.
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consilient-observer
page
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Consilient Observer
• 05-dic-2024
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Michael Mauboussin, Dan Callahan
We publish some of our favorite charts that have gone unused or overlooked. We place the pictures in five categories: overall valuation, empirical regularities, capital intensity of big energy versus big technology, corporate performance, and investment management. Some challenge conventional wisdom, others address empirical observations that remain unexplained, and a handful compel a nuanced view.
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beat
page
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Mensual
• 04-dic-2024
|
Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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carons-corner
audio
|
Caron's Corner
• 04-dic-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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global-equity-observer
page
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Global Equity Observer
• 30-nov-2024
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Marcus Watson, Helena Miles
Tras disiparse las distorsiones causadas por la pandemia COVID-19, el sector sanitario ha obtenido rentabilidades muy por debajo del conjunto del mercado. Sin embargo, se encuentra bien posicionado en dos de los parámetros de calidad preferidos por el equipo, el ROOCE y los márgenes brutos, y registra el segundo mayor crecimiento de sus BPA de entre todos los sectores del índice MSCI World en los últimos 20 años. Esta sólida perspectiva a largo plazo se ve reforzada por el rápido envejecimiento de la población mundial, las oportunidades no aprovechadas de los mercados globales, la naturaleza no discrecional de su demanda y el amplio potencial de innovación tecnológica.
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page
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Perspectivas de inversión
• 29-nov-2024
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Patrick Reid
Descubra por qué la disponibilidad de vehículos semilíquidos está aumentando en todo el espacio de inversión alternativo, experimentando su mayor aumento en el segmento del crédito privado.
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page
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Insight Article
• 27-nov-2024
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Emerging Markets Debt Team
Do all tough reforms have a high political cost? Reformist governments in Southern Europe are proving otherwise. By taking important policy decisions early, governments in Cyprus, Italy and Greece are not only seeing stronger growth than their norther peers but rising popular support as well.
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carons-corner
audio
|
Caron's Corner
• 25-nov-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
video
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Global Fixed Income Bulletin
• 22-nov-2024
|
Broad Markets Fixed Income Team
In his November video bulletin, Chief Investment officer Michael Kushma shares his thoughts on where fixed income markets may be heading now that the US presidential election has passed. Watch to find out why he’s focused on three key themes: Trumponomics 2.0, steepening yield curves and areas of opportunity for fixed income investors.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 21-nov-2024
|
Broad Markets Fixed Income Team
El equipo Broad Markets Fixed Income estudia las repercusiones las elecciones presidenciales estadounidenses para los inversores en renta fija.
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navigating-the-curve
page
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Navigating The Curve
• 18-nov-2024
|
Emerging Markets Debt Team
Insights from the IMF's fall conference reveal a nuanced global outlook, underscoring the critical role of country fundamentals in emerging markets. Read our on-the-ground report for the key highlights and analyses.
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page
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Insight Article
• 14-nov-2024
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Jim Caron, Ryan Meredith, Laura Biancato
Today’s new interest rate and inflation regime deviates significantly from the past 40 years. As such we believe investment professionals should consider modifying their investment process.
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alternatives
page
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Alternatives
• 13-nov-2024
|
Adam Ross
Geothermal energy can supply reliable, sustainable, baseload power offering significant potential as an energy source, but commercial deployment has been limited. Our 1GT team co-hosted a roundtable during Climate Week to discuss future pathways.
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tales-from-the-emerging-world
video
|
Tales From the Emerging World
• 12-nov-2024
|
Amy Oldenburg, Jitania Kandhari, Saumya Jain
Emerging markets are buzzing with renewed manufacturing activity after years of sluggishness. This resurgence is fueled by strong government support, improving macroeconomic conditions and new supply chains. Amy Oldenburg, Head of Emerging Markets Equity highlights a recent report by Jitania Kandhari and Saumya Jain explaining the transformational changes that are taking place.
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carons-corner
audio
|
Caron's Corner
• 11-nov-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 11-nov-2024
|
Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 07-nov-2024
|
Andrew Slimmon
"In his November TAKE, Senior Portfolio Manager Andrew Slimmon discusses his post-election thoughts on the equity markets and why, he expects potential strength to continue into 2025, albeit more muted."
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global-multi-asset-viewpoint
page
|
Global Multi Asset Thought of the Week
• 07-nov-2024
|
Cyril Moulle-Berteaux
Chinese stocks are likely still underowned by local and global investors but their superficially low multiples do not represent a compelling reason to go overweight China until policy measures sufficient to solve its debt deflation problems are implemented.
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navigating-the-curve
page
|
Navigating The Curve
• 01-nov-2024
|
Broad Markets Fixed Income
What are the economic and corporate consequences of higher tariffs? In this insight, our Broad Markets Fixed Income team explores the potential trade-offs and knock-on effects of raising tariff rates.
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global-equity-observer
page
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Global Equity Observer
• 31-oct-2024
|
Nic Sochovsky
Consumo estable se sitúa actualmente cerca de mínimos de 25 años en términos de valoración relativa y su ponderación en el índice MSCI World es la más baja en lo que va de siglo. No obstante, el sector ha mostrado resiliencia a pesar de que los últimos cuatro años han sido extraordinariamente turbulentos. Dado que el crecimiento está impulsado por los ingresos recurrentes de los productos de uso cotidiano que venden, su resiliencia operativa en períodos de contracción económica hace que las compañías de consumo estable ágiles, innovadoras y que invierten sustancialmente en sus marcas tengan una función clave en nuestras carteras.
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alternatives
page
|
Alternatives
• 30-oct-2024
|
Aaron Sack, Patrick Whitehead
A successful approach to operational value creation has been key to driving successful private equity outcomes over the last decade. It is increasingly important as we adjust to an environment of higher interest rates and inflation, lower levels of financial leverage, and uncertain macroeconomic growth.
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navigating-the-curve
page
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Navigating The Curve
• 29-oct-2024
|
Emerging Markets Debt
Emerging markets debt is currently benefitting from a favorable macro backdrop, attractive real yields and growing investor appetite. Will these tailwinds continue through the remainder of 2024 and what should investors be on watch for? Read the latest views from our Emerging Markets Debt team for insights into these questions and more.
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carons-corner
audio
|
Caron's Corner
• 28-oct-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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sustainable-investing
engagement-report
page
|
Engagement Report
• 25-oct-2024
|
Marte Borhaug
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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page
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Insight Article
• 25-oct-2024
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Gregory Finck, Anuj Gulati, Erin Glenn
The Mortgage & Securitized Team believes that Environmental, Social and Governance (ESG) considerations are an essential component to investing in securitized markets. In this paper, they explain how these considerations are integrated into their investment process.
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alternatives
page
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Alternatives
• 24-oct-2024
|
Eric Stampfel
Amid market uncertainty, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.
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global-multi-asset-viewpoint
page
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Global Multi Asset Thought of the Week
• 22-oct-2024
|
Cyril Moulle-Berteaux
Given a strong consensus for a Soft Landing and lingering Recession fears, No Landing would be the most contrarian scenario for markets. In fact, there are some hints that the dichotomy between strong spending and weak labor markets could resolve in favor of No Landing.
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tales-from-the-emerging-world
video
|
Tales From the Emerging World
• 22-oct-2024
|
Amy Oldenburg, Steven Quattry
Amy Oldenburg, Head of Emerging Markets Equity at Morgan Stanley Investment Management, believes savvy investors should take a closer look for hidden gems in emerging and frontier markets.
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global-fixed-income-bulletin
video
|
Global Fixed Income Bulletin
• 18-oct-2024
|
Broad Markets Fixed Income Team
Is market optimism about rates too high? Find out why high volatility potential and tight spreads are making us choosier about bonds.
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global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 18-oct-2024
|
Broad Markets Fixed Income Team
El equipo Broad Markets Fixed Income estudia las consecuencias para los inversores de los recortes de tipos acometidos por la Reserva Federal en septiembre.
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consilient-observer
page
|
Consilient Observer
• 15-oct-2024
|
Michael Mauboussin, Dan Callahan
Strategy explains how a firm builds a moat around its business to pursue sustainable value creation. We begin by showing why strategy matters while also distinguishing between industry and company life cycles. We turn next to industry analysis as we get the lay of the land. We then discuss industry structure and disruption and dis-integration. We finish with firm analysis. We examine the sources of added value and review pricing decisions, regulation, and brands. We include a checklist.
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global-equity-observer
page
|
Global Equity Observer
• 15-oct-2024
|
Bruno Paulson
Si bien ha regresado la calma tras la breve tormenta estival que azotó los mercados, la oleada de ventas supuso toda una prueba para nuestras carteras globales, que se mostraron resilientes ante estos temores, subiendo efectivamente un 1%, mientras el MSCI World cayó un 7%. Descontándose de nuevo una perspectiva favorable como si nada hubiera ocurrido, contar con una cartera que ofrezca beneficios resilientes a una valoración razonable puede ofrecer cierta defensa de alta calidad, como sucedió este verano.
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video
|
Insight Video
• 14-oct-2024
|
International Equity Team
One of our holdings has been around since 1892 and is enjoyed 2 billion times a day. With a strong brand, entrenched intangible assets, high returns on operating capital and significant pricing power, it’s exactly what we look for. Learn about our approach to long-term compounders for long-term investors.
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carons-corner
audio
|
Caron's Corner
• 14-oct-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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video
|
Insight Video
• 14-oct-2024
|
International Equity Team
Our life sciences companies form a crucial part of the health care supply chain. Their products are a fraction of their customers’ cost base, they benefit from the nondiscretionary nature of health care demand and their regulatory framework makes it very difficult for customers to switch suppliers—making them a good example of the resilience we seek.
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video
|
Insight Video
• 14-oct-2024
|
International Equity Team
We own a leading elevator company that services over 2 million elevators globally—which typically remain in service for decades. As the installed base of elevators around the world continues to grow steadily, this creates a very reliable profit stream that illustrates our preference for long-term compounders for long-term investors.
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navigating-the-curve
page
|
Navigating The Curve
• 11-oct-2024
|
Broad Markets Fixed Income
Central banks are lowering policy rates, but the pace and magnitude varies by market. The Broad Markets Fixed Income team explains what the variable policy paths could mean for fixed income investing ahead.
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beat
page
|
Webinar
• 10-oct-2024
|
The quarter ahead and top asset allocation ideas from our investment specialists moderated by Thomas Chaussier, Head of Investment Management France.
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page
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Insight Article
• 10-oct-2024
|
AIP Hedge Fund Team
The MSIM Hedge Fund Team explores the ways in which hedge funds may directly benefit from a higher cash yield environment making them compelling options as sources of returns and diversification.
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page
|
Media Appearance
• 10-oct-2024
|
Vishal Khanduja
Vishal Khanduja joined CNBC Squawk Box Asia to discuss his view that the U.S economy is on track for a soft landing and how that impacts his fixed-income strategy.
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market-monitor
page
|
Market Monitor
• 10-oct-2024
|
Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
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market-monitor
page
|
Market Monitor
• 10-oct-2024
|
Municipal Bond Group
Overview of the trends and developments in the muni bond markets.
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market-monitor
page
|
Market Monitor
• 04-oct-2024
|
Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
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|
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carons-corner
audio
|
Caron's Corner
• 03-oct-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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|
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tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 02-oct-2024
|
Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.
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global-fixed-income-bulletin
video
|
Global Fixed Income Bulletin
• 24-sep-2024
|
Broad Markets Fixed Income Team
When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.
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page
|
Media Appearance
• 24-sep-2024
|
Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins CNBC The Exchange to discuss how rate cuts will affect municipal bonds, how the election and tax rates could impact municipals, and more.
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alternatives
page
|
Alternatives
• 20-sep-2024
|
Pamela Fung
With Indian public markets having experienced a strong run-up since 2020, global allocators have been turning to Indian private equity. In this paper, we aim to examine the promising performance potential of Indian private equity.
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page
|
Insight Article
• 19-sep-2024
|
Mark van der Zwan, Jarrod Quigley
Our hedge fund team discusses their outlook and the opportunities they are seeing for the remainder of 2024.
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video
|
Insight Video
• 18-sep-2024
|
Brad Godfrey
Co-head of emerging market debt Brad Godfrey shares the potential diversification, income and return advantages of a growing and powerful asset class.
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global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 18-sep-2024
|
Broad Markets Fixed Income Team
La renta fija tuvo otro mes de sólido comportamiento en agosto pese a las dos primeras semanas de volatilidad sin precedentes. El equipo Broad Markets Fixed Income aborda la situación.
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opportunity-optimum
page
|
Opportunity Optimum
• 17-sep-2024
|
Kristian Heugh, Anil Agarwal, Marc Fox, Emily Tsui
El equipo Global Opportunity considera que India ofrece un atractivo terreno tanto para encontrar ideas que cumplan con los criterios para la creación de valor a largo plazo como para explicar los amplios segmentos donde el equipo considera que existen oportunidades.
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takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 17-sep-2024
|
Andrew Slimmon
"In his September TAKE, Senior Portfolio Manager Andrew Slimmon discusses why, like in previous US Presidential election years, this time of equity market volatility is a period to be a patient and intentional investor, in preparation for a likely strong finish to 2024."
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carons-corner
audio
|
Caron's Corner
• 16-sep-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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page
|
Media Appearance
• 10-sep-2024
|
Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins Bloomberg Surveillance Radio to discuss the muni market, its focus on infrastructure, the opportunity in high yield munis right now and how sectors such as commercial real estate may impact the municipal market.
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audio
|
Insight audio
• 06-sep-2024
|
Mark van der Zwan
Mark van der Zwan, Chief Executive Officer for Morgan Stanley Investment Management's Hedge Fund team, appears on Resonanz Spotlight to explore the past, present, and future of hedge fund investing
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carons-corner
audio
|
Caron's Corner
• 05-sep-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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|
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tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 04-sep-2024
|
Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.
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carons-corner
audio
|
Caron's Corner
• 26-ago-2024
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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|
global-equity-observer
page
|
Global Equity Observer
• 26-ago-2024
|
Richard Perrott
Aunque muchas de las empresas en las que invierte el equipo son compañías grandes con marcas establecidas y conocidas, según la experiencia del equipo, también se pueden encontrar excelentes empresas y oportunidades de inversión buscando perfiles centrados en nichos especializados, en particular, aquellos perfiles que desempeñan un papel fundamental en un mercado y disfrutan de tener estrechas relaciones con los clientes. De forma inmerecida, pero quizá no sorprendente, estas empresas a menudo quedan fuera del foco de atención del mercado y pueden pasar desapercibidas ante la cobertura del 'sell-side'.
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alternatives
page
|
Alternatives
• 23-ago-2024
|
Kara O'Halloran
Discover why the current market is conducive to market-neutral strategies, with the ability to generate alpha on both the long and short sides of portfolios.
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tales-from-the-emerging-world
video
|
Tales From the Emerging World
• 15-ago-2024
|
Amy Oldenburg, Eric Carlson, Ravi Jain
Teetering on the edge of bankruptcy as the Berlin Wall came down, Poland defied expectations to become a critical manufacturing hub for western Europe. In this video, Amy Oldenburg, head of Emerging Markets Equity, explores how Poland transformed its economy and became one of the most successful nations to emerge from the former Soviet bloc.
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global-fixed-income-bulletin
video
|
GLOBAL FIXED INCOME BULLETIN VIDEO
• 15-ago-2024
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Broad Markets Fixed Income Team
Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.
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global-fixed-income-bulletin
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Global Fixed Income Bulletin
• 12-ago-2024
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Broad Markets Fixed Income Team
A pesar de la reticencia de los bancos centrales a comprometerse de antemano con una trayectoria regulatoria determinada, el optimismo de los inversores en bonos ha aumentado. El equipo Broad Market Fixed Income analiza la situación.
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carons-corner
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Caron's Corner
• 12-ago-2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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