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carons-corner audio
Caron's Corner  •  15-abr-2024  •  7:33 Min

Chips and Dip: Geopolitical Risk, Volatility and Value 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  10-abr-2024

We’ll take your word for it 

Broad Markets Fixed Income Team
Bonds seem to be much more attractive now than they were in early January. The Broad Markets Fixed Income Team explains.

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big-picture page
Big Picture  •  08-abr-2024

Big Picture - Return of the 60/40 

Jitania Kandhari
In 2022, the 60/40 portfolio suffered its worst loss since 1937, prompting many market participants to question its value. Analyzing 200 years of data, Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, evaluates the renewed relevance of the 60/40 portfolio.

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market-monitor page
Market Monitor  •  08-abr-2024

Emerging Markets Debt Monitor – Q1 2024 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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market-monitor page
Market Monitor  •  08-abr-2024

Floating-Rate Loan Market Monitor – Q1 2024 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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big-picture video
Big Picture  •  08-abr-2024

Video: Return of 60/40 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, examines the return of the 60/40 portfolio strategy in 2024.

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Tales From the Emerging World  •  04-abr-2024

The Value-Up Recipe for Re-Rating Korea 

Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”

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beat page
Mensual  •  03-abr-2024

The BEAT - Abril 2024 

Utiliza The BEAT como un recurso de referencia para información mensual de mercados. En cada edición encontrarás ideas y claves para navegar el entorno de inversión del momento.

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carons-corner audio
Caron's Corner  •  02-abr-2024  •  8:23 Min

The BEAT for April: Our Top Themes - and One Major Allocation Change 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture video
Big Picture  •  01-abr-2024

Video: Oil. Underappreciated, Underinvested and Undervalued 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, believes oil is an underappreciated, underinvested and undervalued commodity in 2024.

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global-equity-observer page
Global Equity Observer  •  26-mar-2024

La calidad merece la espera 

William Lock
Desde cómo seleccionar grandes compañías hasta el secreto de la longevidad en el negocio de la inversión, William Lock comparte 10 lecciones aprendidas durante sus 30 años de inversión en compañías de alta calidad capaces de revalorizar de manera sostenida el capital a lo largo del tiempo, brindando a los clientes de esta manera, interesantes rentabilidades a largo plazo.

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Caron's Corner  •  25-mar-2024  •  8:35 Min

Take a Walk on the Supply Side 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture video
Big Picture  •  21-mar-2024

Video: Ten Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Ten Key Themes for 2024.

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Insight audio  •  19-mar-2024  •  38:57 Min

Lauren Hochfelder on Investment Wars: Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024? 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Investment Wars to discuss major disruptions and trends in the commercial real estate market.

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Global Fixed Income Bulletin  •  12-mar-2024

Es el momento de tomar decisiones 

Broad Markets Fixed Income Team
En general, las tires fueron más altas en todo el mundo en febrero, a medida que el mercado recalibraba sus expectativas acerca de las bajadas de los tipos para este año. El equipo de Broad Markets Fixed Income aborda el impacto en los mercados.

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Takeaways & Key Expectations  •  07-mar-2024

Equity Market Commentary - March 2024 

Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts on recent market strength.

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beat page
Mensual  •  05-mar-2024

The BEAT - Marzo 2024 

Utiliza The BEAT como un recurso de referencia para información mensual de mercados. En cada edición encontrarás ideas y claves para navegar el entorno de inversión del momento.

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carons-corner audio
Caron's Corner  •  05-mar-2024  •  6:58 Min

The BEAT for March: Top Ideas and Three Changes to Our Asset Allocations 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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page
Media Appearance  •  01-mar-2024

Inside Saudi Arabia’s Plan to Move Past Oil, by Barron's Reshma Kapadia 

Amy Oldenburg
Morgan Stanley Investment Management’s Head of Emerging Markets Equity Amy Oldenburg was interviewed by Barron’s for their January cover story on investing in Saudi Arabia.

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consilient-observer page
Consilient Observer  •  28-feb-2024

Cost of Capital and Capital Allocation: Investment in the Era of “Easy Money” 

Michael Mauboussin, Dan Callahan
We examine the counterintuitive behavior of U.S. public companies in the recent regime of “easy money” marked by below-average interest rates.

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global-equity-observer page
Global Equity Observer  •  27-feb-2024

El impulso de la calidad 

Bruno Paulson, Alistair Corden-Lloyd
El 'compounding' es un factor de gran potencia, pero ¿qué nos dice si una compañía puede ser un 'compounder' de alta calidad? Nos centramos en el retorno sobre el capital operativo empleado (ROOCE) y los márgenes brutos. Las compañías con un ROOCE elevado suelen contar con márgenes elevados y operaciones con un uso ligero de activos, mientras que unos márgenes brutos altos suelen ser reflejo de capacidad de fijar precios. Estos atributos nos indican qué compañías merecen la pena analizar más de cerca y a que casos debemos dedicar nuestro tiempo evaluando la durabilidad del franquiciado.

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Caron's Corner  •  20-feb-2024  •  6:17 Min

When Will Rising Bond Yields Matter for Stocks? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  20-feb-2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

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sustainable-investing page
Sustainable Investing  •  16-feb-2024

ESG Update 

Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual update on integrating ESG within the investment process, the carbon intensity of the portfolios and company engagement activity.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  15-feb-2024

¿La renta fija se toma un respiro? 

Broad Markets Fixed Income Team
Tras el impresionante comportamiento del mercado de renta fija en el cuarto trimestre, no sorprendió que las tires de los bonos subieran. ¿Cómo evolucionarán a partir de ahora? El equipo de Broad Market Fixed Income analiza la situación.

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page
Insight Article  •  15-feb-2024

The Merits 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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takeaways-key-expectations page
Takeaways & Key Expectations  •  08-feb-2024

Equity Market Commentary - February 2024 

Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts as we commence 2024.

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opportunity-optimum page
Opportunity Optimum  •  07-feb-2024

The India Opportunity 

Kristian Heugh, Anil Agarwal, Marc Fox, Emily Tsui
The Global Opportunity Team believes India offers an attractive hunting ground to find ideas that meet our criteria for long-term value creation and explains the broad areas where we see opportunities.

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beat page
Mensual  •  06-feb-2024

The BEAT - Febrero 2024 

Utiliza The BEAT como un recurso de referencia para información mensual de mercados. En cada edición encontrarás ideas y claves para navegar el entorno de inversión del momento.

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carons-corner audio
Caron's Corner  •  05-feb-2024  •  5:48 Min

The BEAT Monthly: Our Top Four Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture page
Big Picture  •  05-feb-2024

Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.

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video
Media Appearance  •  02-feb-2024

See Laurel Durkay on CNBC's "The Exchange" discussing how REITs can benefit from AI 

Laurel Durkay
Sometimes overlooked, but a wildly important beneficiary of advancements in the adoption of artificial intelligence, is the data center real estate sector. In fact, Laurel calls now a “transformational moment” for data centers and reveals her top investment ideas for the space on CNBC’s "The Exchange."

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sustainable-investing engagement-report page
Engagement Report  •  02-feb-2024

Engage Winter 2023 

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

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page
Insight Article  •  01-feb-2024

Global Listed Real Estate: A Year in Review and Year-Ahead Outlook 

Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, provides thoughts on 2023 REIT performance, current opportunities, and how REITs may benefit from secular themes driving demand for real estate.

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page
Insight Article  •  01-feb-2024

The Founder Advantage: Finding Alpha in Middle-Market Private Equity 

Aaron Sack, Patrick Whitehead
In the increasingly crowded private equity sector, we believe that the middle market can be a differentiated source of alpha—especially for companies with founder involvement. But we believe that generating alpha in the middle market requires a manager with specialized capabilities, a rigorous due diligence approach, and a proven playbook for creating value in the sector. Such expertise becomes even more crucial when partnering with entrepreneurs and business founders.

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video
Media Appearance  •  01-feb-2024

Listen to Laurel Durkay discuss the currently compelling REIT valuations 

Laurel Durkay
Listen to Laurel Durkay, CFA, Morgan Stanley Investment Management Head of Global Listed Real Assets, discuss the compelling valuations that REITs currently offer on the Nareit REIT Report Podcast.

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consilient-observer page
Consilient Observer  •  30-ene-2024

Increasing Returns: Identifying Forms of Increasing Returns and What Drives Them 

Michael Mauboussin, Dan Callahan
Understanding the five areas of micro and macroeconomics where increasing returns applies and show their relevance to investors.

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market-monitor page
Market Monitor  •  29-ene-2024

Credit Market Monitor – Q4 2023 

Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.

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carons-corner audio
Caron's Corner  •  29-ene-2024  •  6:10 Min

A Rate Cut Named Desire 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-equity-observer page
Global Equity Observer  •  29-ene-2024

“Nadie sabe nada”… pero el mercado sí lo cree saber 

Bruno Paulson
Tras un año que sugirió que nadie sabe nada, nos adentramos en 2024 con buenas razones tanto para los optimistas como para los pesimistas. Si bien no podemos tener certeza sobre cuál será la situación de la economía mundial, si positiva o negativa, el mercado claramente descuenta un desenlace positivo. En combinación con unos múltiplos altos, esta situación crea una asimetría desfavorable con un potencial alcista limitado y un potencial a la baja sustancial. El truco, como siempre, es aferrarse a unas buenas rentabilidades absolutas a largo plazo cuando los mercados sufren un revés.

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Insight Video  •  29-ene-2024

Resilience Matters 

International Equity
Resilience is the ability to adapt and recover quickly from difficulties. Hear what resilience means to our International Equity Team and how their high quality investment approach identifies resilient companies.

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Media Appearance  •  22-ene-2024

Laurel Durkay on "Environmentally Focused Real Estate: Understanding the Investment Case," a FTSE Russell engagement via Citywire - Video 

Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, joined FTSE Russell’s Tony Campos, Head of Sustainable Investments Americas, and Ali Zaidi, Head of Real Assets Research, for a panel hosted by Citywire’s Ashley Lowe to discuss environmentally focused REITs and the role real estate investments can play in shaping a more sustainable future.

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sustainable-investing page
Sustainable Investing  •  19-ene-2024

Fixed Income ESG Outlook 2024 

Barbara Calvi, Anuj Gulati, Rachel Smith
Despite a persistent challenging environment for fixed income investors, the Sustainable Bond market remained strong in 2023.

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video
Media Appearance  •  17-ene-2024

Lauren Hochfelder Discusses 2024 Commercial Real Estate Trends on Bloomberg Television 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Bloomberg Television to discuss 2024 themes and trends in commercial real estate.

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PATH  •  16-ene-2024

¿Hacia dónde vamos desde aquí? 

Jim Caron
Prosigue nuestro giro hacia un ‘soft landing’ en un escenario de economía 'goldilocks', respaldada por los recientes datos macro publicados, la moderada ralentización del crecimiento y el aumento de la confianza en que la inflación evolucionará a la baja, permitiendo un alivio en los tipos de interés. Lea a continuación por qué creemos que esta situación favorece nuestra postura de mantener el optimismo en torno a la renta variable.

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beat page
Annual  •  16-ene-2024

The BEAT – 7 temas clave para 2024 

El entorno de inversión con el que empieza 2024 es muy diferente con respecto al inicio del pasado año. La inflación parece haber alcanzado su máximo, es probable que los tipos de interés desciendan y puede que las carteras equilibradas vuelvan a funcionar como se pretende. A modo de apoyo a ‘Portfolio Solutions Group’, ‘Capital Markets Group’ pone en común nuestros siete temas clave para 2024.

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page
Insight Article  •  16-ene-2024

Digital (De)Dollarization? 

Andrew Peel, Digital Asset Markets
The U.S. dollar has been the prominent global currency for more than 80 years, but its dominance is coming under pressure in the face of evolving geopolitical shifts and increasing twin deficits in the United States. Digital assets such as bitcoin, stablecoins in addition to the promise of Central Bank Digital Currencies (CBDCs), have potential to significantly alter the currency landscape. These innovations, while still in their nascent stages, hold opportunities to both erode and reinforce the dollar’s hegemony in global finance, Andrew Peel of Digital Asset Markets explains.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  12-ene-2024

Y el ritmo continúa, pero ¿durante cuánto tiempo? 

Broad Markets Fixed Income Team
El impresionante rendimiento de los mercados de bonos de diciembre fue un buen final para un año de altibajos. Ahora viene lo complicado. El equipo Broad Markets Fixed Income explica la situación.

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market-monitor page
Market Monitor  •  09-ene-2024

Emerging Markets Debt Monitor – Q4 2023 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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market-monitor page
Market Monitor  •  08-ene-2024

Floating-Rate Loan Market Monitor – Q4 2023 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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Market Alert  •  05-ene-2024  •  5:59 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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beat page
Market Monitor  •  04-ene-2024

Market Monitor – January 2024 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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alternatives page
Article Reprint  •  03-ene-2024

Look Ahead 2024: Re-, near-, and friend- shoring points to a different logistics market 

Lauren Hochfelder
In this article, originally published by PERE, Lauren Hochfelder, co-chief executive officer for Morgan Stanley Real Estate Investing, says logistics will remain a favorite asset class. But she predicts there will be less of a rising tide lifting all boats now.

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Caron's Corner  •  02-ene-2024  •  8:36 Min

A Pull-Back from the Pull-Forward? What to Watch Out for in 2024 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-equity-observer page
Global Equity Observer  •  28-dic-2023

GLP-1: el peso de la especulación 

Nic Sochovsky, Helena Miles
Los medicamentos del GLP-1 han sido proclamados como la revolución para tratar la obesidad y a sus fabricantes se les percibe como los ganadores inmediatos del mercado, mientras que las empresas de tecnología médica y las acciones estadounidenses de alimentación y bebidas son las grandes perdedoras. Según explica, el equipo International Equity mantiene el optimismo acerca de los efectos generales sobre sus carteras y considera que los efectos a medio y largo plazo serán mínimos.

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page
Insight Article  •  28-dic-2023

The New Normal: Higher-for-longer is likely and risk has a cost in a new regime 

Aaron Dunn, Brad Galko
We are in a new regime where “higher-for-longer” is likely and risk has a cost. We believe a diversified allocation is essential in this increasingly unpredictable environment. Our value philosophy focuses on quality, leading companies that are mispriced or misunderstood by the market and are trading at a discount to their intrinsic value.

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Caron's Corner  •  18-dic-2023  •  7:32 Min

Where Do We Go From Here? Neutral May Be the New Defensive 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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alternatives page
Alternatives  •  14-dic-2023

Lauren Hochfelder interviews for Bloomberg's "Wall Street Week" - Video 

Lauren Hochfelder
Watch Lauren Hochfelder on Bloomberg's "Wall Street Week" explain why she is so bullish on the commercial real estate sector heading into 2024.

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consilient-observer page
Consilient Observer  •  13-dic-2023

Pattern Recognition: Opportunities and Limits 

Michael Mauboussin, Dan Callahan
Explore the powers and perils of pattern recognition, which investors often credit. We define it, discuss when it works better, and offer ways to improve it.

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page
Insight Article  •  13-dic-2023

What’s Next For Fixed Income Markets 

Fixed Income Team
The post-pandemic surge in yields represents a paradigm shift that is reshaping opportunities and risks across the fixed income landscape.

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takeaways-key-expectations page
Takeaways & Key Expectations  •  12-dic-2023

Equity Market Commentary - December 2023 

Andrew Slimmon
In his December TAKE, Senior Portfolio Manager Andrew Slimmon shares a few lessons from 2023.

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carons-corner audio
Caron's Corner  •  11-dic-2023  •  5:39 Min

Fed’s Making a List, Checking it Twice for a Policy Rate That’s Naughty or Nice? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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page
Insight Article  •  11-dic-2023

Perception Versus Reality in Listed Real Estate: More Than Meets the Eye 

Laurel Durkay
Commercial real estate has been navigating rising interest rates, macroeconomic uncertainty and stubborn inflation. In some cases, changes in how we live, work, and play are exacerbating problems. Yet we believe some macroeconomic dynamics are improving and there are opportunities in commercial real estate for investors who are willing to look more closely.

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Market Monitor  •  05-dic-2023

Market Monitor – December 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Caron's Corner  •  04-dic-2023  •  6:27 Min

Pulling Forward "the Boring," Making 2024 a Year for Balance 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  30-nov-2023

¡Latigazo! 

Fixed Income Team
Noviembre pasará a los libros de historia por la evolución de los mercados de renta fija. Ahora, la pregunta es: ¿hacia dónde vamos a partir de ahora?

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Global Equity Observer  •  27-nov-2023

Remuneración de los directivos: “enséñame los incentivos y yo te enseñaré el resultado” 

Bruno Paulson
Como inversores a largo plazo, queremos que las compañías de nuestros clientes posean planes de compensación que alienten una filosofía a largo plazo frente al oportunismo a corto plazo. Nos decantamos por los sistemas de incentivos que sincronizan objetivos e intereses de los accionistas y que se estructuran sobre objetivos de rendimiento sensatos y disciplinados. Nos tomamos muy en serio el proceso de compensación con nuestro sistema de puntuación “Pay X-Ray” y principios consolidados basados en 20 años de conversaciones con las compañías acerca de la remuneración de los equipos directivos.

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Caron's Corner  •  20-nov-2023  •  6:07 Min

2024: “Don’t Call it a Comeback” 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Tales From the Emerging World  •  17-nov-2023

Oil: Unrestrained, Underappreciated and Underinvested 

Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.

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Alternatives  •  16-nov-2023

An Update on Global Listed Infrastructure 

Global Listed Infrastructure Team
The long and short term outlook for global listed infrastructure (GLI) appears strong. GLI could benefit from a recessionary environment, as it has a history of outperforming global equities in challenging economic periods. Furthermore low volatility of earnings, stable cash flows and higher income component relative to global equities continue to be the key elements of the asset class. The MSIM Global Listed Infrastructure Team explores.

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sustainable-investing page
Sustainable Investing  •  16-nov-2023

Cutting Through Labels’ Noise in the Sustainable Bond Market: The Merits of a Research-Driven Framework 

Fixed Income Team
The Fixed Income team actively engages with Green Bond market players to promote robust sustainable financing frameworks that help effectively catalyse capital towards environmentally and socially impactful projects, transparent disclosures, and reporting.

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Calvert  •  13-nov-2023

Navigating global change as investors 

Calvert Research and Management
What does global change mean for long-term investing and how should you respond? Get answers from an industry leader.

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PATH  •  10-nov-2023

¿Está la Reserva Federal perdiendo la paciencia? 

Jim Caron
Ante unas tires de los bonos próximas al 5%, un PIB en EE. UU. del 4,9% en el tercer trimestre y una volatilidad en aumento, hemos reducido el riesgo y nuestra infraponderación en duración. Creemos que la Reserva Federal podría estar perdiendo la paciencia y el riesgo de otra subida de los tipos de interés es mayor del que reflejan las valoraciones actuales.

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beat page
Market Monitor  •  06-nov-2023

Market Monitor – November 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Caron's Corner  •  06-nov-2023  •  6:31 Min

From the Big Bad Wolf to Goldilocks – Is it Different this Time? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Alternatives  •  02-nov-2023  •  27:58 Min

Neha Champaneria Markle on Private Equity Fast Pitch Podcast 

Neha Champaneria Markle
Morgan Stanley Investment Management’s Head of Private Equity Solutions Neha Champaneria Markle joins Private Equity Fast Pitch’s Jeff Henningsen to talk about where she sees opportunity in the current environment, her team’s investment process, as well as her career trajectory and advice for those just starting out.

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Sustainable Investing  •  01-nov-2023

2023 Fixed Income Engagement Report 

Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income organisation provides details on how their investment teams are working with bond issuers on Environmental, Social, and Governance (ESG) issues to help generate better financial and sustainability outcomes.

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Caron's Corner  •  01-nov-2023  •  6:23 Min

FOMC Recap: Is the Fed Focusing on Asset Prices Through Financial Conditions? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Insight Article  •  31-oct-2023

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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sustainable-investing calvert page
Calvert  •  31-oct-2023

Calvert’s Approach to Investing in the Energy Transition 

Calvert Research and Management
The energy transition will be complex, but in our view it’s this complexity that creates a rich opportunity set for investors intent on making a positive global impact, in addition to pursuing solid financial returns.

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Calvert  •  31-oct-2023

As Corporate DEI Performance Improves, Calvert’s Methodology for Evaluating DEI Issues Builds on Those Gains 

Calvert Research and Management
This paper discusses how as corporate DEI performance improves, Calvert refines its methodology to recognize those gains and promote improvement, thus helping to identify leaders and improvers. It discusses the Calvert Diversity, Equity and Inclusion Index Series and the strategies derived from them, and notes that Calvert’s DEI indexes have each outperformed their broad market benchmark since inception as of September 2023.

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Global Fixed Income Bulletin  •  31-oct-2023

Otra sorpresa de octubre: ¿déjà vu? 

Fixed Income Team
Los mercados de renta fija siguen presentando dificultades, lo cual dificulta tener un alto grado de confianza sobre lo que sucederá en 2024. ¿Qué significa esto para los inversores?

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Market Alert  •  31-oct-2023  •  5:14 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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Global Equity Observer  •  30-oct-2023

Jardines amurallados: los ganadores a fuego lento de la IA 

Bruno Paulson
Además de los claros beneficiarios actuales, pensamos que existen otros partícipes, los "ganadores a fuego lento", para los que las ventajas de la inteligencia artificial (IA) generativa y la IA en general tardarán más tiempo en materializarse, pero que aun así estas ventajas podrían ser significativas con el tiempo. Estos "ganadores a fuego lento" no solo generarán valor derivado de la IA, sino que también tendrán la capacidad de fijación de precios necesaria para conservar los beneficios resultantes. Este reto resulta más sencillo en sistemas relativamente cerrados, o "jardines amurallados", que incluyen datos propios.

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Caron's Corner  •  30-oct-2023  •  7:01 Min

Is the Fed Losing Patience and Is the Market Underpricing Another Rate Hike? 

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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Alternatives  •  30-oct-2023

The Opportune Time for Climate Growth Investing 

Vikram Raju, Jake Van Koevering
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Jake Van Koevering, Lead Investment Principal on the 1GT Team, discuss the opportunity in Private Equity climate growth investing.

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Market Monitor  •  26-oct-2023

Credit Market Monitor – Q3 2023 

Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.

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Consilient Observer  •  24-oct-2023

Total Shareholder Return: Linking The Drivers of Total Returns to Fundamentals 

Michael Mauboussin, Dan Callahan
We study the sources of total shareholder return (TSR) and tie them to underlying economic principles. This is useful to assess the prospective returns of a stock and to create a framework for flagging value traps. The analysis reveals that few investors in the stocks of companies that pay dividends earned the TSR and refutes the common belief that dividends contribute to capital accumulation. This framework gives investors a checklist of drivers and the tools to assess them.

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Tales From the Emerging World  •  24-oct-2023

Navigating Emerging Markets Healthcare Trends 

Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.

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Insight Article  •  13-oct-2023