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global-equity-observer page
Global Equity Observer  •  26-ene-2023

The Multiple's Gone. Are Earnings Next? 

Bruno Paulson
Despite an anticipated recession, forward earnings estimates remain remarkably healthy. But, asks Bruno Paulson, is earnings pain on the way?

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sustainable-investing page
Sustainable Investing  •  25-ene-2023

Push and Pull Factors Drive the Evolution of Sustainable Investing in Private Markets 

Vikram Raju, Navindu Katugampola, Alice Vilma
The importance of sustainability continues to increase in the private markets. Here we examine the factors, such as government legislation and client preferences, that are driving the change and evolution towards better sustainable investing practices.

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Caron's Corner  •  23-ene-2023  •  13:51 Min

The Arrival of Long and Variable Lags: How We’re Investing 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  17-ene-2023  •  13:37 Min

"Risk-on" Is a Misunderstood Risk that Needs To Be Hedged 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Insight Article  •  12-ene-2023

ESG, Lending Recovery, and Data Growth Have Potential to Fuel REITs 

Laurel Durkay
The MSIM Global Listed Real Assets Team explores how a possible recovery in the credit market during 2023 can fuel M&A activity and favorable REIT returns.

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Caron's Corner  •  09-ene-2023  •  11:56 Min

2023 Will Feel Worse on Main Street than Wall Street 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Insight Article  •  09-ene-2023

Rebalancing Acts 

Andrew Harmstone, Jim Caron
The Global Balanced Risk Control team discuss the three key trends they foresee for 2023 and the investment implications.

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Insight Video  •  06-ene-2023

2023: Rebalancing in a Year of Transition - Video 

Jim Caron
Jim Caron, co-chief investment officer of the Global Balanced Risk Control team, shares his views on markets and discusses portfolio positioning.

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Takeaways & Key Expectations  •  06-ene-2023

Equity Market Commentary - January 2023 

Andrew Slimmon
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.

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PATH  •  05-ene-2023

Año de transición para los mercados de la energía 

Andrew Harmstone, Manfred Hui
Auguramos un año de transición para la energía en que el alza de los precios del petróleo y el gas se traduzca en cierto reequilibrio del mercado tras la disrupción del pasado año. La dinámica de la energía será clave para la cuestión de la inflación, que a su vez es posible que determine el rendimiento de los activos en 2023.

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Global Fixed Income Bulletin  •  31-dic-2022

2022: Good-Bye, Farewell, Amen! 

Global Fixed Income Team
From a bond market perspective, 2023 starts in a stronger, more secure place. Yields are materially higher and spreads wider, suggesting much better 2023 performance. The Fixed Income Team explains.

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global-equity-observer page
Global Equity Observer  •  23-dic-2022

Cuando el dinero no es libre 

Anton Kryachok
Puesto que unos tipos de interés más elevados dificultan diseñar el crecimiento a través de la deuda, creemos que el valor relativo de los negocios que puedan crecer orgánicamente de manera constante solo debería aumentar. Conozca cómo nuestras compañías están mejor posicionadas para usar la resiliencia de sus balances a fin de mejorar sus posiciones competitivas, aumentar la sostenibilidad del retorno sobre el capital operativo empleado (ROOCE) e impulsar un crecimiento de manera constante y predecible.

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The Big Picture  •  21-dic-2022

Emerging Markets: Stepping Into the Spotlight 

Jitania Kandhari
After lagging the developed economies for more than a decade, emerging markets are in a much stronger position to outperform developed countries in the decade ahead. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explains.

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Insight Article  •  20-dic-2022

Hybrid/Opportunistic Funds Offer Risk-Adjusted Returns 

David Frechette, Patrick Reid
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.

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Caron's Corner  •  19-dic-2022  •  12:33 Min

Red Light, Green Light, Yellow Light: Risks and Fat-Tails in 2023. 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  15-dic-2022

Un regalo anticipado de cara a las vacaciones 

Global Fixed Income Team
Los datos determinarán si es posible que la evolución descendente de los bonos de noviembre pueda continuar. Mientras tanto, el equipo de Renta Fija cree que los inversores deberían disfrutar del regalo anticipado de cara a las vacaciones.

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2023-outlooks page
2023 Outlooks  •  14-dic-2022

2023 Investment Outlook 

Morgan Stanley Investment Management
In our 2023 outlook, our macro strategists and investment managers across equity, fixed income and alternative asset classes share their diverse views on key themes, where they think markets are headed after a turbulent year, and how they are positioning their respective strategies.

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2023-outlooks page
2023 Outlooks  •  14-dic-2022

2023 Perspectivas de inversión 

Morgan Stanley Investment Management
En nuestra perspectiva para 2023, nuestros estrategas macro y gestores de inversiones en renta variable, renta fija y clases de activos alternativas comparten sus diversos puntos de vista sobre temas clave, hacia dónde creen que se dirigen los mercados después de un año turbulento y cómo están posicionando sus respectivas estrategias.

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Caron's Corner  •  14-dic-2022  •  11:29 Min

Fed Recap: No Country for Old Doves, Just Hawks, No Chickens 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Consilient Observer  •  14-dic-2022

Capital Allocation 

Michael Mauboussin, Dan Callahan
Capital allocation is a key job of management, but not all know how to allocate effectively. In this report, we establish the foundation by reviewing the sources and uses of capital and then show how U.S. companies have allocated capital since 1985. Next, we review the alternatives in detail, including intangible investments, and offer a guide for thinking about the prospects for value creation. We finish with a framework for assessing a company’s capital allocation skills.

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sustainable-investing page
Sustainable Investing  •  12-dic-2022

Fixed Income 2022 Engagement Report 

Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues. 

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sustainable-investing engagement-report global-equity-observer page
Engagement Report  •  12-dic-2022

Engage Autumn 2022 

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

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Caron's Corner  •  12-dic-2022  •  9:56 Min

The Important Differences Between Market Pricing and Fed Expectations 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  08-dic-2022

The REIT Opportunity Today 

Laurel Durkay
The MSIM Global Listed Real Assets Team explores why real estate values in the public markets have suffered year to date and why the value of REITs should be more stable and create significant opportunities in the coming year.

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Caron's Corner  •  05-dic-2022  •  9:52 Min

Bucking the 2023 Consensus Expectations. But When? 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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PATH  •  05-dic-2022

Resiliencia relativa de los mercados laborales en los países desarrollados, a pesar de la ralentización del crecimiento 

Andrew Harmstone, Manfred Hui
El mercado de trabajo estadounidense posterior a la COVID-19 parece estar empezando a normalizarse. Por el contrario, el mercado de trabajo de Europa parece más tensionado que el de Estados Unidos y el crecimiento de los salarios plantea el riesgo de una inflación subyacente persistente. Analizamos estas dinámicas y lo que significan para el crecimiento y el posicionamiento.

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Insight Article  •  30-nov-2022

Insights Blog: Five Findings from COP27 with Vikram Raju 

Vikram Raju
In this piece Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses five key findings from the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change ("UNFCC COP27" or "COP27").

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Takeaways & Key Expectations  •  30-nov-2022

Equity Market Commentary - November 2022 

Andrew Slimmon
In his Novermber TAKE, Senior Portfolio Manager Andrew Slimmon looks ahead to 2023.

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global-equity-observer page
Global Equity Observer  •  29-nov-2022

El poder de los precios premium frente a las marcas blancas 

Nic Sochovsky, Alistair Corden-Lloyd
En el entorno actual de subida de los precios y la crisis global por el coste de la vida, ¿se enfrentan las grandes marcas al riesgo de que los consumidores opten por opciones más económicas? El equipo International Equity aborda por qué importa la percepción de los precios y la capacidad de las señales para influir en la toma de decisiones.

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Caron's Corner  •  28-nov-2022  •  9:13 Min

Assets Are Rallying, but Is the Market Getting It Wrong? 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  22-nov-2022

Mining for a Greener Future 

Eric Carlson, Candy Chao
Mining companies have had a terrible environmental reputation in the past, but recent efforts show how the industry can implement sustainable initiatives. Investors are now focusing on companies that have practical decarbonization pathways to help lower emissions over the next three to five years. Eric Carlson and Candy Chao explore.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  17-nov-2022

Aturdidos y confundidos 

Global Fixed Income Team
Los mercados de bonos evolucionaron con algo más de orden en octubre, a diferencia del caos que se produjo en septiembre. Dicho esto, los mercados siguieron trazando evoluciones heterogéneas y es de entender que a los inversores los aturdieran y confundieran en cierto modo la volatilidad, la dispersión de rentabilidades, la falta de liquidez, las políticas de los bancos centrales y cómo hallar valor.

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Caron's Corner  •  14-nov-2022  •  16:24 Min

A Bear Market Rally or the Start of Something Bigger? 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Market Alert  •  14-nov-2022  •  4:55 Min

Market Alert with Andrew Slimmon 

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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Insight Article  •  09-nov-2022

Morgan Stanley's Markle Sees Co-Investment Silver Lining in Slower Market 

Neha Markle
In this piece originally published by the Wall Street Journal Pro, Neha Champaneria Markle, head of private- markets fund-of-funds investing, says slowing deal making and rising debt costs can benefit co-investors like Morgan Stanley.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  09-nov-2022

Vietnam's Emerging Consumer Class 

Steven Quattry
Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.

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consilient-observer page
Consilient Observer  •  09-nov-2022

ROIC and Intangible Assets 

Michael Mauboussin, Dan Callahan
We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.

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Caron's Corner  •  07-nov-2022  •  13:29 Min

Three Burning Questions Light the Recession Fuse 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  04-nov-2022

Overcoming Behavioral Biases: The Importance of Our Proprietary Portfolio Exercises 

Eddie Perkin
All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Group has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.

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PATH  •  03-nov-2022

Inflación de servicios: un obstáculo más para una mayor subida 

Andrew Harmstone, Manfred Hui
A medida que las restricciones de la cadena de suministro se alivian y la inflación de los bienes se normaliza, muchos esperan que la inflación de EE. UU. caiga, pero la presión sigue siendo elevada en los servicios debido a las condiciones del mercado laboral. A continuación, compartimos con usted cómo estos obstáculos están incidiendo en nuestro posicionamiento.

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Caron's Corner  •  02-nov-2022  •  12:26 Min

FOMC Recap: A Dovish Tease - but an Overarching Hawkish Reality 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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page
Insight Article  •  01-nov-2022

The ABCs of Private Equity GP Stakes 

Michael Shedosky, Brian Farrell
In this primer, we will discuss the basis of what a GP stake is, the private equity industry dynamics that make this style of investing appealing, and the ways in which limited partners can access the attractive return profile offered by the space.

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Insight Article  •  31-oct-2022

MSIM Forward for October 2022 

We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.

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global-equity-observer page
Global Equity Observer  •  31-oct-2022

¿Superpoderes al rescate? 

Bruno Paulson
El equipo International Equity considera que, si el buen momento actual para el crédito da paso a una época complicada, los dos superpoderes de capacidad de fijación de precios e ingresos recurrentes serán esenciales. Bruno Paulson explica.

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Caron's Corner  •  31-oct-2022  •  13:26 Min

2023: A Year of Long and Variable Lags 

Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  27-oct-2022

Volver a colocar los ingresos en la renta fija 

Global Fixed Income Team
La huida del mercado de bonos continuó en septiembre y hubiera sido incluso peor sin el alza que se produjo en los tres últimos días del mes. El equipo Fixed Income comparte sus puntos de vista.

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Media Appearance  •  24-oct-2022  •  26:19 Min

Morgan Stanley Real Estate Investing Co-CEO Lauren Hochfelder on Bisnow Reports 

Lauren Hochfelder
Lauren Hochfelder participated in a podcast on Bisnow discussing the macroeconomic environment, the shifts in Morgan Stanley’s real estate portfolio since the Global Financial Crisis and how the real estate industry as a whole may have to change the way it makes money.

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Insight Article  •  21-oct-2022

Climate Change is Here… And So Is the Need to Embrace Sustainability in Real Estate 

Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.

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Insight Article  •  20-oct-2022

Managing Inflation Risk through Improved Portfolio Optimization 

Portfolio Solutions Group
For sophisticated investors seeking to manage inflation and growth surprises, a refined portfolio approach that optimizes inflation hedging and incorporates investor preferences may be particularly effective.

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Investment Insight  •  20-oct-2022

Where to Next: A Framework for Resilience 

AIP Private Markets Team
The AIP Private Markets team highlights their framework for selecting resilient companies with strong value creation prospects.

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Insight Article  •  18-oct-2022

Growth vs. Value: Interest Rates as a Driver of Style-Relative Performance 

Portfolio Solutions Group
The Portfolio Solutions Group offers their perspective on interest-rate shifts as a driver of both performance and valuation differentials between Growth and Value equity styles.

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Caron's Corner  •  17-oct-2022  •  11:12 Min

Are We There Yet? No! But Not All the News Is Bad 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Insight Article  •  13-oct-2022

Alternative Lending Through the Cycle 

Kenneth Michlitsch
As fintech alternative lending grew into a new asset class, investors wondered how these loans might perform in an economic downturn. We've now seen their fundamental resilience.

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Caron's Corner  •  10-oct-2022  •  11:27 Min

R.I.P. Cycle, Part 3: Markets, Meet Your (Policy) Maker 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Takeaways & Key Expectations  •  10-oct-2022

Equity Market Commentary - October 2022 

Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his October TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.

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PATH  •  06-oct-2022

Crisis energética: el poder del posicionamiento 

Andrew Harmstone, Manfred Hui
La crisis energética está impactando de diferentes maneras en los importadores y en los exportadores netos de energía. Abordamos las repercusiones de esta situación para las monedas, los bonos y el posicionamiento táctico.

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consilient-observer page
Consilient Observer  •  06-oct-2022

Return on Invested Capital 

Michael Mauboussin, Dan Callahan
We discuss how to calculate return on invested capital (ROIC) and show how it is connected to free cash flow, economic profit, and growth. We work through the challenges in estimating it, present empirical data, review how adjusting for intangible investments can reshape the figures, and include a case study.

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Caron's Corner  •  03-oct-2022  •  6:30 Min

The R.I.P. Cycle, Part 2: Credit Risk 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Insight Article  •  01-oct-2022

Biodiversity Loss and the Implications for Investors 

Andrew Harmstone, Li Zhang, Chiara Sirani
With society at large reliant on natural resources, biodiversity loss can have a devastating social and economic cost. Companies across many sectors are at risk. The Global Balanced Risk Control team discusses why investors should pay attention to companies’ impact on biodiversity loss and what they can do to drive positive change.

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Tales From the Emerging World  •  29-sep-2022

Brazil: Restoring the Fiscal Anchor Is Key 

Eric Carlson, Jitania Kandhari, Eduardo Wisbrun
The Achilles heel of Brazil is its fiscal situation. Once past this inflation cycle, Brazil’s economy should grow based on private sector investment, thriving agricultural and commodity sectors and a credible central bank. But restoring the fiscal anchor will be the primary economic challenge for the upcoming administration.

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Insight Article  •  28-sep-2022

Earnings Era: Future Performance in Private Equity  

TJ Halbertsma, Patrick Reid, Andreas Esau
The current critical markets juncture means that investors allocating to private equity are faced with crucial considerations when evaluating opportunities. In this paper, we discuss the key factors to examine and the characteristics to look for in a manager.

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Media Appearance  •  27-sep-2022

Gregory Finck: Investing in Global Asset Backed Securities 

Gregory Finck
Asset backed securities face the same challenges as other fixed income segments and therefore sector and security selection will become more important in the coming years as the economy softens. Greg Finck, Head of the Global Fixed Income’s Securitized team, discusses.

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Media Appearance  •  27-sep-2022

The Attractiveness of Global Asset Backed Securities With an ESG Tilt 

Gregory Finck
Gregory Finck, Head of the Global Fixed Income’s Securitized team, highlights asset-backed securities (ABS) as a bright spot amidst the predominantly negative yielding fixed income markets.

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Global Equity Observer  •  27-sep-2022

Access Active 

Bruno Paulson, Laura Bottega
Dado que la resiliencia de los beneficios y la capacidad de fijar precios son cada vez más significativos en un mundo marcado por el aumento de los tipos de interés, la inflación, la regulación y la crisis energética, el equipo International Equity explica por qué considera que su enfoque activo es más importante que nunca.

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Caron's Corner  •  26-sep-2022  •  10:20 Min

The Vicious Cycle of Rates and Currencies - Where Does it End? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  22-sep-2022

Vuelta a la realidad 

Global Fixed Income Team
El sueño de los mercados veraniegos alcistas acabó en agosto. Tras recuperaciones sólidas en julio, los mercados de bonos volvieron a ceder en agosto, lo cual generó rentabilidades negativas. Las tires, los diferenciales y la renta variable no han vuelto —al menos, por el momento— a su punto más bajo de junio.

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Market Pulse  •  21-sep-2022

Inflation May Be Peaking in the U.S. What about the Rest of the World? 

Jim Caron
Inflation could reverse a downward course based on changes in supply chains or labor shortages, keeping it higher than target levels, and for longer than expected, explains Jim Caron, Portfolio Manager and Chief Fixed Income Strategist.

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Caron's Corner  •  21-sep-2022  •  10:18 Min

The Fed Tries to Get Ahead of the Market 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Caron's Corner  •  19-sep-2022  •  15:51 Min

The Strategy for Fixed Income as Yields Rise 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Consilient Observer  •  15-sep-2022

Market Share 

Michael Mauboussin, Dan Callahan
We examine whether a study of market share and related concepts can help us determine if a company has a sustainable competitive advantage. This takes us on a journey that includes life cycles, market share, concentration, markups, intangibles, and "superstars". We study the link between some of these variables and return on investment and provide some analytical tools along the way. We finish with some case studies to see how these ideas apply to a handful of industries.

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Caron's Corner  •  12-sep-2022  •  14:48 Min

Rates Are Rising and Inflation Is Peaking. Is it Time to Buy Bonds? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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PATH  •  08-sep-2022

No hay solución fácil 

Andrew Harmstone, Manfred Hui
La encrucijada en la que se encuentran los bancos centrales para controlar la inflación expone a las economías al riesgo de entrar en recesión. El equipo Global Balanced Risk Control aborda las repercusiones para la inversión del complejo entorno actual y sus asignaciones tácticas para hacerle frente.

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Market Alert  •  07-sep-2022  •  4:22 Min

Market Alert with Andrew Slimmon 

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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Caron's Corner  •  06-sep-2022  •  13:12 Min

Is the Market Pricing Something Different than the Fed Is Saying? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Inflation  •  01-sep-2022

Key Themes for 2022 – Video 

Jitania Kandhari
What are the key investment trends as 2022 continues to unfold amid geopolitical tensions, rising inflation and slowing global growth?

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Caron's Corner  •  29-ago-2022  •  14:51 Min

R.I.P. Cycle: Recession, Inflation and Policy Risks Are at Odds with Each Other 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  25-ago-2022

Demasiado caliente, demasiado frío, no, ¡demasiado caliente de nuevo! 

Global Fixed Income Team
Tras un mes de junio fatídico, los mercados de bonos y de crédito cambiaron su trayectoria de manera drástica en julio, generando resultados excepcionalmente sólidos que hicieron que se tratara del primer mes del año con rentabilidad positiva. El equipo Fixed Income comparte su punto de vista al respecto.

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Takeaways & Key Expectations  •  24-ago-2022

Equity Market Commentary - August 2022 

Andrew Slimmon
The epic battle between bulls and bears has raged throughout 2022. In his August TAKE, senior portfolio manager Andrew Slimmon makes the case that Mr. Market may be showing signs of optimism while Wall Street strategists remain overwhelmingly pessimistic.

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Global Equity Observer  •  22-ago-2022

Voto delegado: un impulso para avanzar 

Vladimir Demine, Candida de Silva
Ejercer los votos que nos delegan nuestros inversores es tanto un privilegio como una responsabilidad. Ante la mayor atención que le prestan los consejos y los equipos directivos de las compañías, Vladimir Demine aborda el papel que el voto delegado puede desempeñar para mejorar la rentabilidad a largo plazo, así como los obstáculos que siguen existiendo para un ejercicio efectivo del voto.

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The Big Picture  •  22-ago-2022

China’s Geopolitical Aspirations and Challenges 

Jitania Kandhari
"China’s spectacular economic growth has remade the geopolitical landscape and created tensions with the U.S. But the country’s internal and external challenges will limit Beijing’s ambitions. Investors will be on the edge," explains Jitania Kandhari, Head of Macro and Thematic Research for Emerging Markets Equity Team.

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PATH  •  09-ago-2022

¿Repunte de mercado bajista? 

Andrew Harmstone, Manfred Hui
Las evidencias sugieren que la reciente solidez de los mercados desarrollados podría no ser más que un repunte de mercado bajista, con probabilidad de que se produzcan nuevas correcciones. El equipo GBaR comparte su visión sobre la asignación de activos para reflejar su perspectiva.

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Resilience  •  08-ago-2022

Long Short Equity Strategies: "Hedging" Your Bets 

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.

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Caron's Corner  •  08-ago-2022  •  11:29 Min

Are Conflicting Data Points Foreshadowing or Forestalling a Downturn? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.

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Insight Article  •  04-ago-2022

MSIM Forward for July 2022 

We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.

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Tales From the Emerging World  •  02-ago-2022

Emerging India in a Multipolar World 

Jitania Kandhari, Amay Hattangadi
In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.

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Insight Article  •  01-ago-2022

CAPEX Reshapes Credit Profile: Sectors in Flux - U.S. Technology Emerging as Clear Winner 

Victoria Li, Alana FitzGerald, Jim Caron, Richard Ford, Joseph Mehlman
Despite macro uncertainties, global capital spending continues to surge after a period of short-lived contraction in 2020, powering the post-pandemic economic recovery. The Investment Grade Credit team explains how this might impact market sectors.

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Caron's Corner  •  01-ago-2022  •  16:00 Min