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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  18-may-2022

One Step Forward, Two Steps Back 

Helena Miles
Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.

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Sustainable Investing  •  17-may-2022

The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy - Video 

Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.

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Caron's Corner  •  16-may-2022  •  9:28 Min

The Supply Shock Is Turning into a Demand Problem – The Case for Adding Longer Maturity Bonds 

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

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Insight Article  •  12-may-2022

The Path to Gender Diversity 

Seema Hingorani, Marte Borhaug, Yijia Chen
Morgan Stanley Investment Management female leaders discuss gender diversity in the corporate world - its vital role, the progress remaining, and how an engaged investor can advance a gender equality agenda.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  10-may-2022

Wealth Transfers 

Michael Mauboussin, Dan Callahan
The goal of capital allocation is to put resources to their best use to create long-term value per share for ongoing shareholders. The first major part of capital allocation is investing in the business. The second is transacting with mispriced securities, which introduces the potential for wealth transfers between stakeholders. Astute investors appropriately focus on a management's ability to make investments in the business, but they should also pay attention to management actions with regard to buying and selling the company’s stock.

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Caron's Corner  •  09-may-2022  •  08:32 Min

The Fed Makes Stocks and Bonds Suffer. Are Jobs Next? 

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

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Caron's Corner  •  02-may-2022  •  11:00 Min

When Good Data Is Bad News: Is the Fed Willing to Break the Market? 

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

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  02-may-2022

Finding Bright Spots Amongst Dark Clouds 

Andrew Harmstone, Manfred Hui
As monetary policy tightens, we share our thoughts on the investment implications and discuss tactical positioning.

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sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
Convergence  •  30-abr-2022

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  •  27-abr-2022

Un pequeño paso para los tipos de interés, un gran salto para la política monetaria 

Global Fixed Income Team
Marzo fue otro mes duro para los mercados financieros que puso fin a uno de los peores trimestres desde la década de 1980. De hecho, los mercados no tardaron en materializar las repercusiones de inflación/estanflación de la guerra y de las consecuentes sanciones impuestas a Rusia. El equipo Global Fixed Income comparte sus puntos de vista.

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Caron's Corner  •  25-abr-2022  •  9:59 Min

Central Banks Gang Up to End Inflation, but Risk Hard Landing… or Worse 

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

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Global Equity Observer  •  25-abr-2022

Diversity – Asking Difficult Questions 

Bruno Paulson, Marte Borhaug, Alistair Corden-Llyod
Across the globe, stakeholders – including the International Equity Team – are pushing companies for greater transparency and accountability on Diversity, Equity & Inclusion. The team discusses.

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  20-abr-2022

The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy 

Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.

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Caron's Corner  •  18-abr-2022  •  11:50 Min

Does the Rise in Bond Yields Stop Here - or Just Pause? 

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

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Emerging Markets Leaders Focus  •  15-abr-2022

Emerging Markets Leaders Focus: Digitalization  

Vishal Gupta, Arun Kapoor, Steve Sun
In this inaugural edition of the Emerging Markets Leaders Focus the team looks at the outsourcing of Digital IT Services as a structural thematic that should be on investor’s radar.

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Opportunity Optimum  •  14-abr-2022

Opportunity Optimum 

Kristian Heugh, Marc Fox, Emily Tsui
Welcome to Opportunity Optimum, a writing series in which the Global Opportunity team discusses how and where they are finding the best opportunities to invest capital around the world.

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Insight Article  •  13-abr-2022

An Evolving Private Markets Landscape 

Patrick Reid
With public markets broadly expected to deliver lower investment returns, it is no surprise that interest in alternatives continues to grow. In this piece, we look at the shifting dynamics within the private markets space and discuss some of the potentially attractive investment opportunities investors should be aware of.

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Engagement Report  •  12-abr-2022

Emerging Markets ESG and Sustainability - 2022 Report 

Global Emerging Markets Team
EM Equity team report how they actively advocated for sustainable corporate policies during 2021 and share their ESG engagement priorities for 2022.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  12-abr-2022

Intangibles and Earnings 

Michael Mauboussin, Dan Callahan
The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inconsequential for others. Overall, we estimate that earnings for the S&P 500 would be about 10 percent higher with these changes. This suggests great caution in comparing earnings or valuation multiples over time.

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Tales From the Emerging World  •  07-abr-2022

The Beijing Put — Stemming The Downward Spiral 

Jitania Kandhari, Amay Hattangadi
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.

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private-credit-and-equity Private Credit & Equity page
Market Insights  •  04-abr-2022

La evolución de las "GP-Led Secondaries"  

Nash Waterman
Nash Waterman, responsable de Private Markets Secondaries en Morgan Stanley Investment Management, y Boris Secciani, periodista y responsable de investigación de la publicación italiana Fondi&Sicav, analizan el dinámico panorama de las operaciones secundarias propiciadas por los gestores o "GP-led secondaries" y las razones por las que los inversores deberían tomar nota de ellas.

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Caron's Corner  •  04-abr-2022  •  10:22 Min

The Next Recession: Over the Hills and Far Away, or Right Around the Corner? 

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

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  01-abr-2022

Gestión de carteras en un escenario inflacionario 

Andrew Harmstone, Manfred Hui
Si bien la oleada de ventas de este año parece responder al ánimo inversor más que a la evolución de los beneficios, tanto la guerra en Ucrania como los nuevos confinamientos decretados en China presionan aún más al alza la inflación y a la baja el crecimiento y aumentan los problemas de suministro, en particular, de materias primas procedentes de Rusia. El riesgo radica en que los mercados sigan corrigiendo.

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Caron's Corner  •  28-mar-2022  •  11:05 Min

How High Can Yields Go Before Something Breaks? 

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

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Global Fixed Income Bulletin  •  23-mar-2022

Navegando en la incertidumbre 

Global Fixed Income Team
Los mercados financieros han pasado de preocuparse por la COVID-19 a preocuparse por la invasión rusa de Ucrania. El equipo Global Fixed Income comparte sus puntos de vista.

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Global Equity Observer  •  21-mar-2022

Invertir en un mundo incierto  

Bruno Paulson
En un mundo profundamente incierto, cobra pleno sentido poseer una cartera de compounders con un historial estable. Bruno Paulson da su opinión sobre este asunto.

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Caron's Corner  •  21-mar-2022  •  9:59 Min

Is Fed Tightening Negative for Markets? The Answer May Surprise You. 

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

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Consilient Observer  •  16-mar-2022

Feedback 

Michael Mauboussin, Dan Callahan
Continuous process improvement is essential to achieving outstanding long-term outcomes. Receiving timely and accurate feedback—information used as a basis for improvement—can enhance the process and make you a better forecaster. We discuss multiple facets of process improvement, including getting the right people and helping them thrive, the role of organizational structure in fostering good decision making, and specific mechanisms to sharpen execution. We draw on principles from other fields but focus primarily on the investment management industry.

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Caron's Corner  •  16-mar-2022  •  5:30 Min

The Fed Ignores the Downside Risk and Delivers a Hawkish Surprise 

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

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The Big Picture  •  16-mar-2022

The Big Picture: Key Themes for 2022 

Jitania Kandhari
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, unveils her Key Themes for 2022.

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Caron's Corner  •  14-mar-2022  •  12:27 Min

Reading the Yield Curve To “Shape” Expectations 

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

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sustainable-investing private-credit-and-equity Private Credit & Equity page
Sustainable Investing  •  11-mar-2022

You Are Not Doing ESG Investing 

Vikram Raju
The frequent appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.

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Caron's Corner  •  07-mar-2022  •  10:02 Min

Why the Fed will Raise Rates Despite Market Volatility 

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

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  07-mar-2022

Time for EAFE 

Bruno Paulson
Is now the time to own reasonably priced quality companies with pricing power, many of which are in EAFE? Bruno Paulson explains why the International Equity Team believes so.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  04-mar-2022

Rusia – Ucrania: Repercusiones para la inversión y el riesgo 

Andrew Harmstone, Manfred Hui
Al empeorar rápidamente la situación entre Rusia y Ucrania, las clases de activos que ya habían registrado una oleada de ventas masivas continuaron su corrección. Abordamos las repercusiones en la inflación, la política monetaria y el posicionamiento.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  28-feb-2022

Russia's Invasion of Ukraine 

Jitania Kandhari, Eric Carlson
Jitania Kandhari, Head of Macro and Thematic Research and Eric Carlson, Head of Sustainability, both for the Emerging Markets Equity team, look at Russia’s invasion of Ukraine.

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Global Fixed Income Bulletin  •  28-feb-2022

¿Necesitan tranquilizarse los responsables de los bancos centrales?  

Global Fixed Income Team
El equipo Global Fixed Income aborda el giro hacia políticas monetarias más restrictivas por parte de los principales bancos centrales durante el mes de enero.

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Caron's Corner  •  28-feb-2022  •  14:11 Min

Will Market Risks Become Systemic? The Critical Importance of Liquidity and Funding Metrics 

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

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Engagement Report  •  25-feb-2022

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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Global Equity Observer  •  23-feb-2022

Cambio climático: una cuestión de todos 

Alistair Corden-Lloyd, Nic Sochovsky, Vladimir Demine
El cambio climático es cosa de todos. Tras haberse implicado sobre esta cuestión con el 95% de las compañías de sus estrategias globales, el equipo International Equity aborda que las compañías asuman su responsabilidad sobre cambio climático.

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Takeaways & Key Expectations  •  14-feb-2022

Equity Market Commentary - February 2022 

Andrew Slimmon
In his February TAKE, Andrew Slimmon reiterates that 2022 will be a battleground year for the bears and the bulls, offering alpha opportunities for tactical asset allocation.

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Caron's Corner  •  14-feb-2022  •  11:06 Min

Emerging Market Local Bonds: A Source of Value and Portfolio Diversification 

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

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2022 Outlook  •  08-feb-2022

2022 Global Multi-Asset Team Outlook: A Review of the Key Macroeconomic Issues and Investment Themes in 2022 

Cyril Moulle-Berteaux, Sergei Parmenov
Key Macro Issues: COVID-19 Becomes Endemic; Economy Transitions to Stagflation; Regime Shift to Higher Inflation; The End of Free Money and China Exceptionalism. Key Investment Themes: Speculative Mania Bursts; Value Bull Market Continues; The Rise of the Rest (of the World); Commodities Beat Stocks and Bonds.

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Caron's Corner  •  07-feb-2022  •  13:45 Min

Three Gears for the Fed: Tight, Easy or Neutral… But Can it Find Neutral? 

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

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Insight Article  •  02-feb-2022

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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Video de opinión  •  01-feb-2022

Información actualizada sobre los mercados emergentes – con Vishal Gupta 

Vishal Gupta
Vishal Gupta, gestor de carteras de Emerging Markets Leaders, analiza oportunidades de crecimiento nacional de China e ideas de localización en India.

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Sustainable Investing  •  31-ene-2022

Decarbonisation: The Inevitable Policy Response 

Vladimir Demine, Candida de Sliva
In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?

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Caron's Corner  •  31-ene-2022  •  15:03 Min

FAQs on the Pace and Path of Fed Rate Hikes  

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

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Video de opinión  •  31-ene-2022

Información actualizada sobre los mercados emergentes – con Vishal Gupta 

Vishal Gupta
Echando la vista atrás a 2021, Vishal Gupta, gestor de carteras de Emerging Markets Leaders, comparte su selección de temas, analiza cifras de rentabilidad y aborda cuestiones ESG.

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Consilient Observer  •  27-ene-2022

Underestimating the Red Queen 

Michael Mauboussin, Dan Callahan
Organisms allocate energy between growth and maintenance and repair. They stop growing when maintenance requires all of the energy. Substitute capital for energy and companies appear to follow a similar trajectory. This is important because you can anticipate a company’s growth only if you understand how much capital it spends on growth versus maintenance. Most executives and investors likely underestimate maintenance spending. Steps toward better understanding include a proper assessment of maintenance capital expenditures and a separation of SG&A into investment and maintenance components.

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Caron's Corner  •  26-ene-2022  •  9:11 Min

Fed Meeting: A Clear Lack of Clarity 

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

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Caron's Corner  •  24-ene-2022  •  13:41 Min

Shift F9: A Fed Policy Reset 

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

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2022-outlooks real-assets Real Assets page
2022 Outlook  •  20-ene-2022

Principales tendencias para el sector inmobiliario y los REITs en 2022 y años posteriores 

Laurel Durkay
El equipo Global Listed Real Assets considera que las condiciones macroeconómicas favorables y los factores impulsores seculares son positivos para el sector inmobiliario y los REITs en 2022.

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Artículo de opinión  •  19-ene-2022

La ausencia de consenso en el mercado amplía la gama de oportunidades  

Jim Caron
Un año sin consensos, un año de oportunidades Jim Caron, responsable de estrategia y gestor de la cartera del equipo de Global Fixed Income, ve un gran potencial para la gestión activa en renta fija de cara al próximo año.

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2022 Outlook  •  18-ene-2022

La búsqueda de resultados mejores - Vídeo 

Marte Borhaug
Las empresas que se enfrentan a un mundo en constante cambio y que tienen como objetivo la sostenibilidad, deben explorar su entorno y buscar nueva información para sobrevivir. Marte Borhaug del equipo de International Equity da sus impresiones sobre este aspecto.

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2022-outlooks active-fundamental-equity Active Fundamental Equity page
2022 Outlook  •  18-ene-2022

La búsqueda de resultados mejores 

Marte Borhaug
Las empresas que se enfrentan a un mundo en constante cambio y que tienen como objetivo la sostenibilidad, deben explorar su entorno y buscar nueva información para sobrevivir. Marte Borhaug del equipo de International Equity da sus impresiones sobre este aspecto.

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2022 Outlook  •  18-ene-2022  •  1:53 Min

High Yield  

Jeff Mueller
Compared to other asset classes, high yield has proven resilient — even during bouts of volatility in recent years, says Co-Director of High Yield Jeff Mueller at Eaton Vance Management, and he anticipates further resilience in 2022 as long as the global economic recovery continues.

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2022 Outlook  •  18-ene-2022  •  2:13 Min

Emerging Markets  

Marshall Stocker
According to Co-Director of Emerging Markets Marshall Stocker at Eaton Vance Management, markets have largely priced in the risks facing emerging markets debt, and valuations look much more compelling — allowing our diverse and global investment team to capitalize upon many unique and differentiated country opportunities.

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2022-outlooks calvert active-fundamental-equity Active Fundamental Equity page
2022 Outlook  •  18-ene-2022

Carbon Risk, Human Capital Management to Impact Security Prices in 2022 

John Streur, Calvert
Calvert Research and Management CEO John Streur expects actions by regulators, corporations and investors to increase the importance placed on ESG factors in investment decisions across global capital markets in 2022. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-ene-2022

Unearthing opportunities in an altered landscape 

John Baur, Marshall Stocker
For every country like Turkey, where heterodox policy is cause for concern, Co-Directors of Emerging Markets at Eaton Vance Management, Marshall Stocker and John Baur highlight the lesser known and overlooked EM success stories. For more, please read their full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-ene-2022

Forging Opportunities in a Changing High Yield Market 

Jeff Mueller, Steve Concannon
As demand from U.S. and global institutional investors provides potential support following episodes of weakness, Co-Directors of High Yield at Eaton Vance Management, Jeff Mueller and Steve Concannon discuss potential buying opportunities available to long-term oriented investors. For more, please read their full 2022 outlook.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  18-ene-2022

Rising rates key in shaping road to recovery 

Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2022 Outlook  •  18-ene-2022

Rising rates key in shaping road to recovery - Video 

Andrew Harmstone
Labor market and inflation dynamics are paving the way toward a tightening of monetary policy by the Fed. The Global Balanced Risk Control Team discusses where they see risks and opportunities and their latest tactical views.

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2022-outlooks video
2022 Outlook  •  18-ene-2022  •  1:50 Min

Municipal Bonds and Taxes 

Nisha Patel
While it will be hard to surpass the performance of municipal bonds in 2021, Director of Portfolio Management at Parametric, Nisha Patel sees 2022 as another year when investors could benefit from professional management for relative value trading, tax loss harvesting and credit oversight.

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2022-outlooks page
2022 Outlook  •  18-ene-2022

As Municipal Bonds Remain an Attractive Diversifier, Counteract Absolute Low Rates with Active Management 

Nisha Patel
Director of Portfolio Management Nisha Patel believes the fragmented nature of the municipal bond market and the heavy influence of retail investors may result in inefficiencies that may be exploited to achieve additional return through active management and relative value trading. For more, please read her full 2022 outlook.

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2022-outlooks video
2022 Outlook  •  18-ene-2022  •  1:52 Min

Floating-Rate-Loans 

Ralph Hinckley
Portfolio Manager Ralph Hinckley believes credit fundamentals are sound, and inflationary environments tend to signal higher interest rates, which tend to benefit loans. After a strong run in 2021, loan returns in 2022 are likely to come from current income, in his view.

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2022-outlooks page
2022 Outlook  •  18-ene-2022

Loans take center stage as inflation threat grows for 2022 

Ralph Hinckley, Andrew Sveen
In a year when concerns over  tightened monetary policy rising rates and inflation periodically wracked the markets, Co-Director of Bank Loans at Eaton Vance Management, explains why the asset class outperformed in 2021 and why he believes loans deserve consideration  for helping conserve  fixed‐income portfolios in rising rate environments. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-ene-2022

2022 Global Equity Outlook Favors Quality Stocks, Non-U.S. Markets 

Chris Dyer, Ian Kirwan
Eaton Vance Management's Director of Global Equity Chris Dyer expects potentially solid economic growth across developed economies in 2022, albeit at a slower pace than the recovery‐driven levels seen in 2021. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-ene-2022

Flexibility Will Be Key for U.S. Multisector Income 

Vishal Khanduja, Eaton Vance Management
Director of Investment Grade Fixed Income Portfolio Management and Trading Vishal Khanduja expects inflation to moderate from the most recent spike in 2021 as global supply disruptions and durable goods demand may continue to ease. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-ene-2022

A Changing Rate Environment in 2022 Could Benefit Active MBS Investors 

Andrew Szczurowski, Eaton Vance Management
Director of Mortgage-Backed Securities Andrew Scczurowski believes that agency MBS investors could potentially outperform in a rising rate environment by moving up in coupon. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-ene-2022

Stay Active to Capitalize on Municipal Bond Opportunities 

Cynthia Clemson, Craig Brandon
In the face of expected increases in tax rates and likely rate hikes from the U.S. Federal Reserve, Co-Directors of Municipal Investments at Eaton Vance Management, Cindy Clemson and Craig Brandon believe that municipal bonds should remain an important and diversified component of a suitable investor’s portfolio. For more, please read their full 2022 outlook.

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2022-outlooks calvert active-fundamental-equity Active Fundamental Equity video
2022 Outlook  •  18-ene-2022

2022 Outlook: Responsible Investing - Video 

John Streur
As we build the necessary capital market infrastructure to fully price ESG issues into security valuation, which we view as vital to supporting shareholder value, Calvert Research and Management CEO John Streur shares his outlook for 2022.

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2022-outlooks fixed-income Fixed Income video
2022 Outlook  •  18-ene-2022

La ausencia de consenso en el mercado amplía la gama de oportunidades - Vídeo 

Jim Caron
Un año sin consensos, un año de oportunidades Jim Caron, responsable de estrategia y gestor de la cartera del equipo de Global Fixed Income, ve un gran potencial para la gestión activa en renta fija de cara al próximo año.

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2022-outlooks active-fundamental-equity Active Fundamental Equity page
2022 Outlook  •  17-ene-2022

Aprovechar oportunidades en unos mercados emergentes que cambian a gran velocidad 

Jitania Kandhari
Aprovechando oportunidades en mercados emergentes Las renta variable emergente gana protagonismo en 2022. Jitania Kandhari, Directora de Invesiones del equipo Solutions and Multi-Asset Group, Gestora de la cartera de Active International Allocation, Responsable macro y de análisis temático para el equipo de Emerging Markets Equity Team, comparte cinco motivos por los que pensar en renta variable emergente este año.

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2022-outlooks active-fundamental-equity Active Fundamental Equity video
2022 Outlook  •  17-ene-2022

Aprovechar oportunidades en unos mercados emergentes que cambian a gran velocidad - Vídeo 

Jitania Kandhari
Aprovechando oportunidades en mercados emergentes Las renta variable emergente gana protagonismo en 2022. Jitania Kandhari, Directora de Invesiones del equipo Solutions and Multi-Asset Group, Gestora de la cartera de Active International Allocation, Responsable macro y de análisis temático para el equipo de Emerging Markets Equity Team, comparte cinco motivos por los que pensar en renta variable emergente este año.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  17-ene-2022

History Is Not To Be Ignored 

Andrew Slimmon
Andrew Slimmon looks at the history of post-recessionary environments and concludes that despite a less accommodative Fed, equity returns should be in positive territory again in 2022.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2022 Outlook  •  17-ene-2022

History Is Not To Be Ignored - Video 

Andrew Slimmon
Andrew Slimmon, Senior Portfolio Manager and Head of the Applied Equity Advisors team for the shares his thoughts on 2022.

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global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-ene-2022

¿Déjà vu? No, 2022 no se parecerá a 2021 

Global Fixed Income Team
¿Cuáles serán las repercusiones de la variante ómicron? ¿En qué medida deben los mercados temer a la Reserva Federal? ¿Se ralentizará la inflación? El equipo Global Fixed Income analiza la dinámica imperante en los mercados.

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2022-outlooks real-assets Real Assets page
2022 Outlook  •  14-ene-2022

2022 Global Real Estate Outlook Late-Cycle Investing Philosophy Comes Early 

Morgan Stanley Real Estate Investing
2021 swift economic recovery has propelled the global economy to the mid-phase of a typical economic cycle. With GDP growth expected to moderate, and monetary policy to tighten, Morgan Stanley Real Estate Investing examine what the new phase may mean for the asset class.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  13-ene-2022

Hedge Funds in 2022: Changing With Changing Risk 

Mark van der Zwan
Our AIP Hedge Fund Solutions team examines the changing nature of risk that we can expect to see in 2022. Rising volatility and performance dispersion creates an opportunity for hedge fund managers in the new year.

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2022-outlooks page
2022 Outlook  •  12-ene-2022

Seizing Opportunity With Value Equity in 2022 

The Eaton Vance Value Equity Team makes the case for Value investing in 2022.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  12-ene-2022

Tres circunstancias y un repunte 

Andrew Harmstone, Manfred Hui
Al inicio de 2022, con la variante ómicron extendiéndose, la Reserva Federal en modo hawkish y los inconvenientes a los que se enfrenta el proyecto de ley Build Back Better de Biden, esperamos que la renta variable siga superando a la renta fija y obtenga rentabilidades moderadas dadas las saludables perspectivas de crecimiento.

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  10-ene-2022  •  12:51 Min

Why the Fed’s Balance Sheet May Matter More than Rate Hikes 

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

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2022-outlooks fixed-income Fixed Income page
2022 Outlook  •  05-ene-2022

Corporate Performance to Support Credit Spreads  

Global Fixed Income Team
The Global Fixed Income Team shares it views on the credit market in the upcoming year.

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sustainable-investing private-credit-and-equity Private Credit & Equity page
Sustainable Investing  •  04-ene-2022

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

2022 Global Multi-Asset Investment Outlook 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 2022 Global Multi-Asset Investment Outlook.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  30-dic-2021

To the Moon? Inversión en calidad y Blockchain 

Alex Gabriele
La tecnología blockchain no solo es la base de las criptomonedas, sino que además ofrece el potencial de modificar dinámicas existentes en el sector y alentar la cooperación entre competidores naturales, con el consiguiente aumento de la eficiencia y la calidad. Alex Gabriele, del equipo International Equity, lo explica.

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edge active-fundamental-equity Active Fundamental Equity page
EDGE  •  26-dic-2021

Drones 

Counterpoint Global
After decades of development in garages and hobby shops, small drones are finally ready to make an impact in the enterprise. We discuss the evolution of enterprise drones and how the technology could disrupt small package delivery and aerial data collection. We also discuss the regulatory and societal challenges facing the enterprise drone industry today and highlight recent progress towards overcoming those challenges.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  22-dic-2021

Equity Market Commentary - December 2021 

Andrew Slimmon
In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.

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global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-dic-2021

Y el ritmo continúa...  

Global Fixed Income Team
La incertidumbre en torno a la variante ómicron, en combinación con unos bancos centrales restrictivos, ha dado un vuelco a los mercados de crédito y de renta variable. ¿De qué manera incidirá esto en el nexo entre crecimiento e inflación?

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  14-dic-2021