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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 04-ago-2020
|
Counterpoint Global
Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms. This change has had reverberations for asset managers, investors, executives, and policy makers.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 03-ago-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 30-jul-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 30-jul-2020
|
Kristian Heugh, Marc Fox
Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
PATH
• 30-jul-2020
|
Andrew Harmstone,
Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 29-jul-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.
|
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private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 28-jul-2020
|
Nash Waterman
The AIP Private Markets team explains their framework for selecting companies and constructing a portfolio that seeks to withstand changes in the economic cycle.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 27-jul-2020
|
Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 27-jul-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 24-jul-2020
|
Andrew Slimmon
In his July TAKE, Andrew Slimmon discusses how behavioral finance again takes the front seat. Many investors remain pessimistic in spite of signs that in fact, 2020 could be a good year for equities.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 24-jul-2020
|
Anton Heese
Read why we believe investors are correct in seeing that the EU Recovery Fund will succeed in reducing euro sovereign credit risk.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 23-jul-2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.
|
|
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 21-jul-2020
|
Ruchir Sharma
In his latest Tales From the Emerging World, Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, notes that though stock valuations have been inflated by lower interest rates, the market remains the best barometer of the economic cycle.
|
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fixed-income
Fixed Income
video
|
Video de opinión
• 20-jul-2020
|
Jim Caron
El gestor del fondo, Jim Caron, analiza cómo las políticas monetarias y fiscales han impactado en los mercados durante el segundo trimestre y qué efectos tiene para la recuperación económica que está por venir.
|
|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 20-jul-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
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active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 19-jul-2020
|
International Equity Team
The Morgan Stanley Global Brands Equity Income Fund offers the ability to generate a reasonable level of income without sacrificing long-term performance; in our view, that’s income the right way.
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sustainable-investing
page
|
MACRO INSIGHT
• 17-jul-2020
|
Sean Shaw, Steven Quattry, Jessica Whitt, Jorge Chirino
Video gaming is arguably on its way to becoming the world’s new favorite pastime, as advances in technology and new social formats are bringing an activity once considered fringe more deeply into the mainstream.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 16-jul-2020
|
Dirk Hoffmann-Becking, Alex Gabriele
La industria de pagos está emergiendo como una de las partes más atractivas del mundo fintech. Nuestro equipo International Equity lo analiza.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• 16-jul-2020
|
Patrick Reid,
Gary Chan
ARP are factor-based sources of return that are rules-based and systematically derived. Many ARP seek to be market-neutral or risk-mitigating. Both may be appealing to investors focused on building resilient portfolios.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-jul-2020
|
Global Fixed Income Team
Ante el alza de casos, nos preguntamos si la recuperación puede continuar si las dudas sobre la sanidad y el empleo afectan negativamente al beneficio y al poder adquisitivo.
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active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 15-jul-2020
|
Ruchir Sharma,
James Upton
Watch Ruchir and Jim discuss the macroeconomic environment in emerging economies and identify market trends that are being accelerated by the COVID-19 crisis.
|
|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 13-jul-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 09-jul-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 06-jul-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
PATH
• 03-jul-2020
|
Andrew Harmstone, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 03-jul-2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
As we enter the second half of 2020, we reach a critical juncture. After an initial boost to the markets following the reopening of countries across the globe, further gains may prove harder to come by. We remain concerned about the risk of a second wave of COVID-19 in some regions. In this update we discuss the hidden damage to the economy from the pandemic that is beginning to show, as well as some political risks and potential bright spots on the horizon.
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|
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 01-jul-2020
|
Portfolio Solutions Group
The Morgan Stanley Institute for Sustainable Investing and the Portfolio Solutions Group examine the increasing trend of decarbonization in business and investment conversations, and explain why they believe this will give rise to compelling investment opportunities and affect the way that investors build and manage their portfolios.
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sustainable-investing
page
|
Sustainable Investing
• 30-jun-2020
|
Navindu Katugampola, Barbara Calvi
The universe of “sustainable bonds” spans a broad set of categories, creating a confusing mosaic for investors to decipher, and leading to accusations of “greenwashing” by critics. The Global Fixed Income Sustainable Investing team explores how they look through the labelling to critically assess sustainable bond issuance within their investment process.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 30-jun-2020
|
Andrew Slimmon
Is the tech sector in bubble territory like it was back in 2000? “Maybe so”, says Andrew Slimmon, “but we believe there are still plenty of reasonably priced names out there.”
|
|
|
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 30-jun-2020
|
Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Stars Aligned for Higher Inflation."
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|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 29-jun-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
|
|
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sustainable-investing
page
|
Sustainable Investing
• 25-jun-2020
|
There is a growing interest in ESG assets amongst central bank reserve managers, a new survey by Morgan Stanley Investment Management and the Institute of International Finance (IIF) finds.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• 24-jun-2020
|
Kenneth Michlitsch
Fintech-driven alternative lending exhibited resilience during the acute initial phase of the COVID-19 pandemic. Recent data supports continued optimism.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Investment Insight
• 24-jun-2020
|
Portfolio Solutions Group
In light of the extraordinary market
disruption due to the spread of the
COVID-19 pandemic, the PSG team
considers the broader potential impacts
of the current crisis on private markets and
describes potential areas of
investment opportunity going forward in
the post-crisis environment.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 22-jun-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 19-jun-2020
|
Jim Caron
Dado que los tipos de interés se encuentran próximos a cero o en terreno negativo y así seguirá siendo por un tiempo, ¿serán los bonos mecanismos de diversificación útiles para las carteras? Jim Caron, gestor de carteras de Global Fixed Income, cree que sí, si bien la clave radica en una gestión activa enfocado en generar alfa.
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|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
PATH
• 19-jun-2020
|
Andrew Harmstone, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 18-jun-2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 15-jun-2020
|
Richard Ford
Los mercados de crédito han estado bajo mucha presión últimamente. ¿Qué piensan los inversores? Richard Ford, nuestro jefe global de crédito, comparte su visión. Escúchalo ahora.
|
|
|
|
global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-jun-2020
|
Global Fixed Income Team
A pesar de los negativos datos económicos sin precedentes y la incertidumbre en torno a la evolución del coronavirus, los mercados siguieron trazando una trayectoria alcista en mayo y siguieron subiendo.
|
|
|
|
resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• 15-jun-2020
|
Eric Stampfel
Amid the market uncertainty caused by the COVID-19 pandemic, 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.
|
|
|
|
fixed-income
Fixed Income
page
|
Global Fixed Income Insights
• 15-jun-2020
|
Leon Grenyer,
Anton Heese,
Richard Class
Read why we believe that a single portfolio manager is better placed to manage overall risk and take advantage of relative value opportunities between different fixed income sectors.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 15-jun-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
|
|
|
resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resiliencia
• 14-jun-2020
|
Andrew Harmstone
Las rentabilidades espectaculares dan muy buenos titulares, al igual que los cataclismos en los mercados, como los provocados por la pandemia de COVID-19 o la crisis financiera de 2008-2009. Sin embargo, rara vez leemos casos de estrategias resilientes que consiguen gestionar la volatilidad y, al mismo tiempo, ofrecer rentabilidades competitivas. Sin embargo, gestionar la volatilidad es una de las claves para sobrevivir a un desplome de los mercados.
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|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 12-jun-2020
|
William Lock,
Bruno Paulson
A medida que las medidas de confinamiento se relajan, el equipo International Equity analiza cómo la pandemia ha demostrado la importancia de una presencia digital para las empresas.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 11-jun-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
liquidity-watch
liquidity
Liquidity
audio
|
Liquidity Watch
• 10-jun-2020
|
Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 09-jun-2020
|
Counterpoint Global
We show how corporate valuations change as we vary assumptions about growth, return on incremental invested capital, and the discount rate.
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 09-jun-2020
|
Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, looks at the huge push the pandemic is giving his Four Ds—deglobalization, depopulation, declining productivity and rising government debt.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 08-jun-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
page
|
Webinar Series
• 05-jun-2020
|
Mary Sue Marshall,
Stan Delaney
Watch Mary Sue Marshall and Stan DeLaney discuss the team’s portfolios, and their insight on big ideas and emerging themes that may have far-reaching consequences.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 04-jun-2020
|
Andrew Slimmon
Value stocks historically garner their biggest outperformance coming out of recessions. But investors' emotional conflict between recency bias and opportunity is more acute in this environment.
|
|
|
|
liquidity-watch
liquidity
Liquidity
audio
|
Liquidity Watch
• 03-jun-2020
|
Robert Leggett
Bob Leggett, Executive Director Morgan Stanley Global Liquidity, discusses considerations around negative interest rates and the implications for the money market fund industry. Listen now.
|
|
|
|
resilience
active-fundamental-equity
Active Fundamental Equity
page
|
Resiliencia
• 02-jun-2020
|
Kristian Heugh,
Marc Fox
Invertir en compañías de alta calidad —al precio adecuado— puede incrementar el patrimonio de los inversores y proporcionar, al mismo tiempo, cierto nivel de tranquilidad en épocas de caídas en los mercados.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Video
• 01-jun-2020
|
Monica Carta,
Richard Perrott
Monica Carta and Richard Perrott discuss the benefits of seeking reliable income in challenging economic environments.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 01-jun-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
|
|
|
resilience
page
|
Resiliencia
• 31-may-2020
|
Invertir en acciones es arriesgado, pero, en términos históricos, merece la pena asumir el riesgo
|
|
|
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sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
|
Convergence
• 30-may-2020
|
Counterpoint Global
Counterpoint Global discusses how Sustainability Research is additive to their existing investment process and converges the pursuit of profits and purpose.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Media Appearance
• 28-may-2020
|
Ruchir Sharma
In “How the Pandemic Is Turning Us Inward” Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, speculates about COVID-19’s ability to accelerate trends that were already underway.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 28-may-2020
|
Sarah Harrison
Corporate liquidity profiles have been severely challenged during the lockdown. Sarah Harrison, Head of European High Yield, believes the policy response in Europe so far has helped stem default rates, and further action has the potential to restore investor confidence in the European High Yield asset class. Listen now.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 27-may-2020
|
Patrick Reid, Eban Cucinotta
Alternative risk premia (ARP) is a newly coined industry category. While a convenient catchall term, it belies the heterogeneity of these strategies which can be risk-seeking, risk-mitigating and anywhere in between. Recent press has thrown a spotlight on ARP strategies, but it fails to tell the whole story.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Webinar Series
• 27-may-2020
|
Anton Heese,
Richard Class
Richard Class and Anton Heese commented on the outlook for the bond market in response to the volatility in recent weeks.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 26-may-2020
|
Morgan Stanley’s second Sustainable Signals survey of institutional asset owners provides key insights on current trends in sustainable investing.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
page
|
Webinar Series
• 26-may-2020
|
William Lock
Watch William Lock discuss the impact of the latest global crisis and portfolio resilience in light of the coronavirus pandemic.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 26-may-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
|
|
|
resilience
active-fundamental-equity
Active Fundamental Equity
page
|
Resiliencia
• 21-may-2020
|
Laura Bottega
En nuestra opinión, “la fórmula” para invertir con éxito pasa por dos elementos fundamentales: capacidad de fijar precios e ingresos recurrentes.
|
|
|
|
resilience
active-fundamental-equity
Active Fundamental Equity
page
|
Resiliencia
• 21-may-2020
|
William Lock,
Laura Bottega
En este mundo cambiante, hoy y más allá de la pandemia, los inversores globales de renta variable deberían buscar compañías resilientes y equipos de gestión de carteras capaces de dar con ellas.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 20-may-2020
|
Counterpoint Global
We address four myths or popular delusions in the investment industry.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 18-may-2020
|
Richard Ford
Los mercados de crédito han estado bajo mucha presión últimamente. ¿Qué piensan los inversores? Richard Ford, nuestro jefe global de crédito, comparte su visión. Escúchalo ahora.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 18-may-2020
|
Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
|
|
|
|
resilience
active-fundamental-equity
Active Fundamental Equity
page
|
Resiliencia
• 18-may-2020
|
Vishal Gupta
Según nuestro equipo Emerging Markets Leaders, la pandemia de coronavirus parece estar acelerando la localización/diversificación de las cadenas de suministro, pues las compañías tratan de reforzar su resiliencia a las perturbaciones globales.
|
|
|
|
global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-may-2020
|
Global Fixed Income Team
Puede que haya quiebros inesperados en el camino hacia la plena recuperación económica, pero cuanto mayor sea su horizonte de inversión, más confianza pensamos que debería albergar.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 15-may-2020
|
Dirk Hoffmann-Becking,
Nic Sochovsky
¿Acelerará la COVID-19 las fuerzas y las tendencias existentes? El equipo International Equity aborda esta cuestión.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 14-may-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• 14-may-2020
|
Sahil Tandon,
Soledad Lopez,
Mariano Pando
Has the imminent demise of Emerging Markets been greatly exaggerated once again? Find out what the Emerging Markets Debt Team thinks.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 13-may-2020
|
Jim Caron
The goal of the Fed’s policy response function is to prevent the liquidity crisis brought on by Covid-19 from becoming a solvency crisis. Jim Caron reviews the impact on bond yields.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 11-may-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
market-pulse tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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TALES FROM THE EMERGING WORLD
• 07-may-2020
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Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, explains why stock markets are rallying amid the worst economic crisis since the Great Depression.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 07-may-2020
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Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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PATH
• 06-may-2020
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Christian Goldsmith, Andrew Harmstone
Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 04-may-2020
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Richard Ford
Los mercados de crédito han estado bajo mucha presión últimamente. ¿Qué piensan los inversores? Richard Ford, nuestro jefe global de crédito, comparte su visión. Escúchalo ahora.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 04-may-2020
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Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
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solutions-and-multi-asset
Solutions & Multi-Asset
video
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Insight Video
• 04-may-2020
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Leslie Delany,
Andrew Slimmon
A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
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private-credit-and-equity
Private Credit & Equity
page
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Insight Article
• 01-may-2020
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AIP Private Markets Team
What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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PATH
• 01-may-2020
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Christian Goldsmith, Andrew Harmstone
Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• 30-abr-2020
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Navindu Katugampola
El COVID-19 supone una disrupción con enormes repercusiones personales, sociales y económicas. Como inversores en renta fija, seguimos seis repercusiones de la pandemia en inversión sostenible.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 30-abr-2020
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Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the European Central Bank’s April 30 announcement. Listen now.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 29-abr-2020
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Jim Caron
On April 29 the Fed indicated the need to keep credit flowing, for both for businesses and individuals. To date most of the Fed’s actions are supporting credit in the business sector, to the point where we do not believe the Fed has done enough with respect to consumer credit, particularly in light of their statements about keeping credit flowing to the “real economy.” Jim Caron looks at a Fed that is playing a strong hand, but unwilling to show all its cards.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 29-abr-2020
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Kenneth Michlitsch
In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 27-abr-2020
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Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 27-abr-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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PATH
• 24-abr-2020
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Andrew Harmstone
Andrew Harmstone shares the GBaR team’s latest market views with a focus on the impact of coronavirus.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
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Market Pulse
• 23-abr-2020
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Vishal Gupta
Vishal Gupta, Portfolio Manager on the Global Emerging Markets team, discusses the impact of COVID-19 on the Emerging Markets Leaders strategy. Listen now.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• 23-abr-2020
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Andrew Slimmon
Yield curve signals. Bear markets. The “Reopening of the Economy” versus “Stay at Home” stocks. Andrew Slimmon, Head of the Applied Equity Advisor team, covers these topics – and much more.
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fixed-income
Fixed Income
page
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Insight Article
• 23-abr-2020
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Jim Caron
The first quarter ended in a far different place than where the year started. Portfolio Jim Caron reflects on how these unexpected developments impacted the portfolio, and offers his perspective on what’s to come.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
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Market Pulse
• 23-abr-2020
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Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research on the Global Emerging Markets team and portfolio manager for the Emerging Markets Breakout Nations and Active International Allocation strategies, provides timely insights on why we believe now is the time for emerging market equities. Listen now.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 20-abr-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 20-abr-2020
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Global Fixed Income Team
The Fed’s involvement in the high yield market is unprecedented, so there is no prior history to look back upon as a guide. The Global High Yield team explores how the action could impact investors.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 16-abr-2020
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Global Fixed Income Team
Confiamos en que las medidas de política tomadas contribuyan a que la economía recupere la normalidad según amaine la crisis sanitaria. Sin embargo, todavía desconocemos la magnitud y la duración de la recesión, pues seguimos supeditados a cómo evolucione el virus.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 15-abr-2020
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Christian Roth
We are facing a health crisis the likes of which we have not witnessed for close to a century. A seismic move to de-risk portfolios has created volatility and illiquidity not seen since 2008, and it is against this uncertain backdrop we invest today. Read more about the Global Fixed Income Team’s best thinking.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 14-abr-2020
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Counterpoint Global
An investor’s success requires both skill and opportunity. We look at how investors can express skill and use dispersion to measure the opportunity set.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 14-abr-2020
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Leon Greyner
“Once in a lifetime opportunities do not come along that often, and so when they do, it is important to take advantage of them,” says Leon Grenyer, Lead Portfolio Manager of the European Fixed Income Opportunities Fund.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 13-abr-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 09-abr-2020
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Michael Kushma, Katie Herr
The Global Fixed Income team presented an update on the Fixed Income Market on 9 April 2020.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 08-abr-2020
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