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market-pulse fixed-income Fixed Income audio
Market Pulse  •  11-may-2021  •  10:51 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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Caron’s Corner  •  10-may-2021  •  9:58 Min

There Is a Risk of Investor Complacency. Here’s How Bonds Can Help 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  10-may-2021

The Problem is the P not the E 

Andrew Harmstone
US equities are expensive, but valuations do not yet appear extreme enough to qualify as a bubble, given strong earnings growth and current low interest rates. With ample fiscal support and liquidity, we see limited downside risk in the short term.

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market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  05-may-2021  •  4:54 Min

Five Reasons To Be Bullish on the American Consumer 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines her five reasons to have confidence in the American consumer.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  03-may-2021  •  8:30 Min

Strong Data Brings Inflation Risks – Should We Be Worried? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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real-assets Real Assets page
Media Appearance  •  03-may-2021

Back to the Future With the Energy Transition 

Chris Ortega
The outlook for renewable energy infrastructure in the U.S. has never looked more promising. Morgan Stanley Infrastructure Partners’ Chris Ortega discusses the importance of investing to support the whole value chain of technologies that will facilitate the transition away from carbon-intensive energy systems.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  30-abr-2021

Engage Spring 2021 

Vladimir Demine
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  29-abr-2021

Is quality now (relatively) on sale? 

Bruno Paulson
There are reasons to believe that the recent “Growth Bubble” may have peaked and the “Value Rally” is nearing its end. In our minds this presents an excellent opportunity to invest in Quality Compounders. Bruno Paulson explores.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  29-abr-2021

A Strong Recovery in the Economy is Still Falling Short of Fed Objectives 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  28-abr-2021  •  9:54 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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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  26-abr-2021  •  7:56 Min

The Policy Clash Point? Worries of an Easy Fed Transitioning to Future Tightening may be Premature 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  23-abr-2021

Cuanto más cambian las cosas, más parecidas son  

Global Fixed Income Team
Las cifras de vacunación son mucho mejores de las previstas, pero, dados los precios del mercado y sus expectativas, las implicaciones para la estrategia permanecen sin cambios importantes. El equipo Global Fixed Income lo analiza.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  20-abr-2021

ESG Progress and Outlook - 2021 Report 

Global Emerging Markets Team
The team shares their progress on ESG engagement in 2020, how they actively promoted better corporate behaviour, and their 2021 engagement priorities.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  19-abr-2021  •  9:16 Min

Twin Peaks: After Growth and Fiscal Spending Plateau, What Comes Next? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  15-abr-2021

Developed Markets Leading the Charge 

Andrew Harmstone
Rapid vaccine rollouts, combined with stimulative policy, have made Developed Markets and particularly the US, leaders of the global recovery. Yet there are reasons to be cautious, as record levels of equity issuance and inflows create a tug-of-war.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  14-abr-2021

Market-Expected Return on Investment 

Michael Mauboussin, Dan Callahan
This report describes market-expected return on investment (MEROI), which measures the return at which the present value of a company’s profits equals the present value of its investments. This allows executives and investors to see how high the bar is set. Measuring returns has become harder as investments have shifted from being mostly tangible to intangible. We gain a clearer view of returns and expectations by separating expenses and investments properly. We break new ground by connecting valuation and accounting.

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fixed-income Fixed Income page
Insight Article  •  12-abr-2021

What a difference a year makes: High yield opportunities in 2021 

Richard Lindquist, Jack Cimarosa
Amid improving economic data, declining defaults, and the relatively low level of nominal and real yields the Global High Yield Team explains why they believe high yield bonds remain one of the most appealing investment options available across Fixed Income.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  12-abr-2021  •  10:53 Min

Inflation Rising Sharply but Is it Anchored or De-anchored? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  07-abr-2021

Brazil: Populism versus Commodities  

Ruchir Sharma
Will doubts about economic reform prevent Brazil from capitalizing on the nascent revival of commodity prices in emerging markets? Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  31-mar-2021

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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global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  31-mar-2021

Will the Bond Bear Kill the Equity Bull? 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Will the Bond Bear Kill the Equity Bull?"

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-mar-2021

Por qué las grandes marcas crecen en una era digital 

Nic Sochovsky
¿No ha igualado Internet las condiciones para las pequeñas y las grandes marcas? Nic Sochovsky, del equipo International Equity, analiza por qué las grandes marcas continúan prosperando en la era digital.

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active-fundamental-equity Active Fundamental Equity page
Video de opinión  •  30-mar-2021

Meet The Managers: En busca de compounders de alta calidad 

Nic Sochovsky
Nic Sochovsky, portfolio manager del equipo de International Equity, comparte su visión sobre las compañías de alta calidad y cómo y dónde encontrarlas. También habla sobre el proceso ESG del Global Sustain Fund y sus perspectivas y posicionamiento actual.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  30-mar-2021  •  8:42 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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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  29-mar-2021  •  6:21 Min

After the U.S. in Q1, Where Is the Next Big Growth Surprise? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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active-fundamental-equity Active Fundamental Equity page
Artículo de opinión  •  25-mar-2021

¿Por qué Emerging Markets Leaders en este momento? 

Vishal Gupta
Los inversores que aspiren a un enfoque basado en la gestión del riesgo hacia el crecimiento de los mercados emergentes deberían considerar la estrategia Emerging Markets Leaders, afirma Vishal Gupta, gestor de carteras.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  22-mar-2021

Have We Reached ‘‘Peak Surprise” for 2021? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  21-mar-2021

ESG Investing: Living in a Material World 

Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results? As Leslie Delany of the Applied Equity Advisors team explains, the answer is a resounding yes. The key is materiality.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  19-mar-2021

In the Search for Yield, Alternative Lending Delivers 

Kenneth Michlitsch
Consumer borrowers demonstrated fundamental resilience in 2020, which validated fintech-driven alternative lending’s long-term value proposition in our view.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  18-mar-2021

Markets jitter, but economy on track 

Andrew Harmstone
The prospect of inflation, rising interest rates and investor exuberance are making markets jittery. Yet economic recovery appears to be on track. Andrew Harmstone and his team discuss what this means for their portfolios.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  17-mar-2021

Equity Market Commentary - March 2021 

Andrew Slimmon
In his March TAKE, Andrew Slimmon addresses three timely questions that currently puzzle investors about opportunities in the equity market and potential ways to put additional funds to work.

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sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  17-mar-2021

Investing Wisely By Avoiding Permanent Destruction of Capital 

Jill Ytuarte
Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  16-mar-2021  •  10:22 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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Global Fixed Income Bulletin  •  15-mar-2021

Tantrum o vuelta al valor razonable  

Global Fixed Income Team
Todo gira en torno a la economía. Según el equipo Global Fixed Income, las perspectivas de la renta fija, más que nunca, se basan en la evolución de la economía y la actitud de los responsables de las política hacia ella.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  15-mar-2021  •  7:05 Min

La Reserva Federal: Esperando a "Go-Dot" 

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

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sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  15-mar-2021

Holistic and Responsible Investing in a Rapidly Changing World 

Laura Bottega
Laura Bottega discusses how global factors encourage companies to balance profit and ESG.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  12-mar-2021

"Undiscovered" Secondary Markets 

Jarrod Quigley
Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.

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sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  10-mar-2021

ESG Is Crucial to High-Quality Compounding 

Bruno Paulson
Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  09-mar-2021

Why the Housing Boom Has Legs 

Ruchir Sharma
The pandemic has been full of surprises for global markets, none more unexpected than the housing boom. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explores.

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carons-corner fixed-income Fixed Income audio
MARKET PULSE  •  08-mar-2021  •  7:24 Min

El pulso del mercado: Las yields de los bonos en realidad son bajas, no altas 

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

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sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  08-mar-2021

ESG Focus Adds Value For Our Clients 

Vladimir Demine
Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.

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real-assets Real Assets pdf
Media Appearance  •  07-mar-2021

Crain's Notable Women on Wall Street 

Morgan Stanley Real Estate Investing
Cindy Dishmey, head of Data Strategy for Investment Management’s Global Real Assets group, named in Crain’s 2021 Notable Women on Wall Street list.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  05-mar-2021

Una implicación instantánea 

Bruno Paulson, Laura Bottega
Después de más de 20 años implicándose con los equipos directivos de las compañías y sus consejos, Bruno Paulson nos explica por qué el equipo International Equity se decanta por relaciones profundas a largo plazo en lugar de por meras listas de chequeo.

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sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  03-mar-2021

Being Principled, Without Sacrificing Return 

William Lock
William Lock explains why there is no need for compromise between returns and principles.

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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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real-assets Real Assets page
Media Appearance  •  01-mar-2021

The Future Is Digital 

Yacine Saidji, John Watson
Digital infrastructure has earned its stripes as an essential service during the pandemic. That will have significant implications for the future of the asset class, say Morgan Stanley Infrastructure Partners’ Yacine Saidji and John Watson

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  01-mar-2021  •  8:53 Min

El pulso del mercado: La delgada línea entre una política expansiva y una política restrictiva 

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

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  25-feb-2021

The Material Risk Indicator: A proprietary framework for assessing ESG risks and opportunities 

Vladimir Demine, Nathan Wong
How to record ESG company risks and opportunities in a consistent and comparable way? The International Equity Team explains the Material Risk Indicator.

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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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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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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  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 for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  20-feb-2021

What’s in Store for Real Rates in the U.S.? 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What’s in Store for Real Rates in the U.S.?"

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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

El pulso del mercado: Repunte de las yields ante un crecimiento sostenible: ¿qué factores inclinan la balanza? 

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

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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  •  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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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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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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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  •  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  •  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  •  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  •  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  •  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  •  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-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  15-ene-2021

Emerging Markets: Poised for a Multi-Year Upcycle 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Emerging Markets: Poised for a Multi-Year Upcycle"

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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  •  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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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.