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active-fundamental-equity Active Fundamental Equity video
Insight Video  •  19-nov-2020  •  4:29 Min

Emerging Markets Leaders Q&A 

Vishal Gupta, Steve Sun
In this video, the portfolio manager and portfolio specialist for Emerging Markets Leaders Strategy share how they find investment opportunities, why macro trends are important, in which countries they find investable companies and when they believe it is the right time to invest.

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path solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  18-nov-2020  •  2:39 Min

After the US Election: Where are the Opportunities? [Audio] 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  16-nov-2020  •  6:24 Min

First Look at 2021: Too Much Liquidity Chasing Too Few Assets 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  11-nov-2020  •  5:26 Min

Market Alert with Andrew Slimmon: Opportunities Abound 

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-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  11-nov-2020

How Big Are the Waves? 

Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  10-nov-2020

The Pandemic's Silver Lining  

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains how economic reform in emerging economies is the pandemic’s silver lining.

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  10-nov-2020

US Presidential Election: The State of Play 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  09-nov-2020  •  7:21 Min

Serie sobre las elecciones presidenciales: las cuatro principales repercusiones para el mercado de una victoria demócrata sin el Senado 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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market-pulse fixed-income Fixed Income video
MARKET PULSE  •  05-nov-2020  •  1:00:12 Min

Hear the replay: U.S. Election 2020 Debrief 

Jim Caron, Andrew Slimmon
Morgan Stanley Investment Management portfolio managers shared their views on the likely impact of the U.S. presidential election on the economy and the markets.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  03-nov-2020

Engage  

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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market-pulse fixed-income Fixed Income audio
Market Pulse  •  02-nov-2020  •  6:25 Min

Serie sobre las elecciones presidenciales: Más preguntas que respuestas y aumento de la volatilidad 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  30-oct-2020  •  09:39 Min

The Markets and Presidential Elections Through a Historical Lens 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.

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market-pulse fixed-income Fixed Income page
INSIGHT AUDIO  •  30-oct-2020

Presidential Election Series With Jim Caron 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  29-oct-2020

AIP Hedge Fund Solutions Team Review and Outlook 

Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  28-oct-2020

ESG in Sovereign Fixed Income Investing: Identifying Opportunities, Correcting Biases 

Soledad Lopez, Navindu Katugampola, Barbara Calvi
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.

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sustainable-investing page
Sustainable Investing  •  26-oct-2020

4 Steps to Sustainable Investing  

Asset owners who embrace sustainable investing face a steep implementation curve. Adopting these four steps can guide a dynamic strategy for the long term.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  26-oct-2020  •  7:44 Min

Serie sobre las elecciones presidenciales: Se descuenta el regreso de la demanda 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  23-oct-2020

Market Update: A Silver Lining on the Horizon 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  19-oct-2020  •  7:27 Min

Serie sobre las elecciones presidenciales: las repercusiones de los planes fiscales y de gasto 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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global-multi-asset-viewpoint market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  19-oct-2020

U.S. Industrials Poised to Outperform 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 'U.S. Industrials Poised to Outperform.'

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  19-oct-2020

Compounders resilientes: merecen la pena completamente 

William Lock, Bruno Paulson
Los beneficios de las tres estrategias globales del equipo International Equity se muestran planos, de media, desde principios de año, frente a una caída del 15% del índice MSCI World. Bruno Paulson reflexiona sobre por qué los compounders de alta calidad no suponen una prima mayor.

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edge active-fundamental-equity Active Fundamental Equity page
EDGE  •  19-oct-2020

Quantum Computing 

Counterpoint Global
Quantum computers store and process information using the quantum mechanical properties of matter. Counterpoint Global investigates the impact this new hardware could have on processing speeds and its potential to tackle previously unsolvable computing problems.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  16-oct-2020

El diablo está en los detalles 

Global Fixed Income Team
Nuestro equipo Global Fixed Income aborda el “mes más complicado para los mercados financieros” y explica por qué su posición larga en riesgo es la mejor manera de posicionar las carteras.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  16-oct-2020

Sustainability: Material Actions Speak Louder Than Words  

Leslie Delany
The Applied Equity Advisors team looks to effectively link the sustainability impact of its Global Concentrated Equity ESG strategy to the United Nations Sustainable Development Goals, all while striving to meet portfolio performance objectives.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  13-oct-2020

The Stock Market Is Not Partisan  

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, takes an historical look at market returns and volatility leading up to a United States presidential election – and the implications for this year.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  07-oct-2020  •  4:52 Min

"The Economy, Stupid" 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  05-oct-2020  •  7:43 Min

Los precios de los bonos se están reajustando ante las elecciones estadounidenses 

Jim Caron
Jim Caron, gestor de carteras y responsable de Global Macro Strategies, nos ofrece sus últimas perspectivas sobre los factores que hoy por hoy fijan el rumbo de los mercados de renta fija. Escuchar ahora.

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  02-oct-2020

Road to Recovery: 2020’s Final Lap 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  30-sep-2020

Equity Market Commentary - September 2020 

Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we wrap up the third quarter and begin the final stretch of the year.

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fixed-income Fixed Income video
Insight Video  •  30-sep-2020

Outlook y revisión 3T2020: Global Fixed Income Opportunities  

Jim Caron
Outlook y revisión 3T2020: Global Fixed Income Opportunities Jim Caron, responsable global macro, reflexiona sobre las lecciones aprendidas durante el tercer trimestre, y cómo el equipo está posicionando la cartera ante los riesgos conocidos - elecciones EEUU, COVID-19 y posible estímulo fiscal – de cara a los próximos meses.

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fixed-income Fixed Income video
Insight Video  •  30-sep-2020

3Q2020 Review/Outlook: Global Fixed Income Opportunities 

Jim Caron
Portfolio manager and Head of Global Macro Strategies Jim Caron reflects on lessons learned during the third quarter, and how the team is positioning the portfolio for the risk of “known unknowns” -- U.S. elections, COVID-19 and potential fiscal stimulus – in the months ahead.

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sustainable-investing liquidity Liquidity page
Sustainable Investing  •  28-sep-2020

Driving Value in Liquidity Through ESG 

Barbara Calvi, Navindu Katugampola
Investors are increasingly looking to incorporate ESG within their entire portfolio, including the liquidity component. We discuss our holistic approach to ESG analysis and how that is integrated into the investment process.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  28-sep-2020

Descubrimiento de octubre: ¿Es el precio adecuado?  

Jim Caron
Jim Caron, gestor de carteras y responsable de Global Macro Strategies, nos ofrece sus últimas perspectivas sobre los factores que hoy por hoy fijan el rumbo de los mercados de renta fija. Escuchar ahora.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  23-sep-2020

La atención sanitaria en una pandemia 

Marcus Watson
La crisis actual ha puesto a prueba el sentido común, que también incluye a las compañías del sector sanitario. Marcus Watson examina la resiliencia del sector a la luz de la pandemia global.

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path solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  21-sep-2020  •  3:34 Min

Animal Spirits and the US Election: Will Momentum Stall? [Audio] 

Andrew Harmstone, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  21-sep-2020  •  6:42 Min

Datos heterogéneos, pero optimismo sobre el futuro 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

Fixed-Income-Team-Tile
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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  18-sep-2020

Animal Spirits and the US Election: Will Momentum Stall? 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  16-sep-2020

Descarbonización: aspectos básicos 

Vladimir Demine, Candida de Sliva
Descarbonización 101. El equipo International Equity aborda cómo una cartera de renta variable de alta calidad puede ayudar a los inversores que aspiran a reducir sus huellas de carbono.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  15-sep-2020

One Job 

Michael Mauboussin, Dan Callahan
The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows. With investments shifting more toward intangible assets, this report discusses the measurement and characteristics of intangible assets and reviews the implications of the growth of intangibles for investors.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  14-sep-2020

La consolidación marca la pauta 

Global Fixed Income Team
Prosiguieron las tendencias positivas en agosto. ¿Cuánto más durará esta situación y qué implica para los inversores en renta fija? El equipo Global Fixed Income lo analiza.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  14-sep-2020  •  4:47 Min

El enfoque de la Reserva Federal: tasas de crédito y riesgo de solvencia 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

Fixed-Income-Team-Tile
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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
TALES FROM THE EMERGING WORLD  •  09-sep-2020

The Winners of a Post-Pandemic Era 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets lists the economies most likely to thrive in the post pandemic era, arguing that the winners will need a strong defense against the forces of deglobalization, rising debt, and meddling governments, and a strong offense to exploit the booming digital economy.

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  08-sep-2020

Warning: Ice on the road ahead 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  08-sep-2020  •  6:01 Min

A pesar del riesgo que predomina hoy, hay luz en el horizonte 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

Fixed-Income-Team-Tile
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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  02-sep-2020  •  5:34 Min

Presidential Elections, the Elusive Market Pullback and a Lack of Opportunities 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  31-ago-2020  •  5:58 Min

Historia en la fabricación: Una reelaboración de la política de la Fed 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

Fixed-Income-Team-Tile
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private-credit-and-equity Private Credit & Equity page
Insight Article  •  24-ago-2020

Post COVID-19 Crisis, Increasing Duration Could Open Up New Realms for Private Equity Managers 

AIP Private Markets Team
As holding period of a private equity portffolio continue to increase, AIP Private Markets Secondaries look at the solutions on offer to the investor.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  24-ago-2020  •  5:15 Min

¿A dónde nos dirigimos a partir de ahora? La Reserva Federal está considerando un objetivo promedio de inflación 

Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  24-ago-2020  •  5:15 Min

Where Do We Go From Here? The Fed Considers AIT – Average Inflation Targeting 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  21-ago-2020

Global markets: China’s positive outlook may not benefit the rest of the world  

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

GBaR-Media-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  21-ago-2020

Where to Go From Here? Reimagining the Fed’s Policy Response Function 

Jim Caron
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.

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edge active-fundamental-equity Active Fundamental Equity page
EDGE  •  19-ago-2020

CAR-T Therapy 

Stan Delaney
CAR-T cell therapy has been a huge breakthrough in curing blood cancers. MSIM’s Counterpoint Global explores how recent advances in the technology could improve its safety and lower its cost while expanding CAR-T cell therapy’s addressable market.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  14-ago-2020

¿Continuará la recuperación? La misma canción 

Global Fixed Income Team
A pesar de las buenas noticias en el frente político, persisten los desafíos —las relaciones entre Estados Unidos y China, el precipicio fiscal o las elecciones estadounidenses y la pandemia de coronavirus—, aunque seguimos siendo optimistas.

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private-credit-and-equity Private Credit & Equity page
Insight Article  •  13-ago-2020

The Case for Private Equity Investing Amid the Crisis 

Neha Champaneria Markle
Learn how coronavirus has affected the outlook for private equity investing, which could become an important source of capital in an economic recovery.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  04-ago-2020

Public to Private Equity in the United States: A Long-Term Look 

Michael Mauboussin, Dan Callahan
Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms. This change has had reverberations for asset managers, investors, executives, and policy makers.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  03-ago-2020  •  5:17 Min

On the Contrary, the Dollar Is Still Strong, but Weakening Is on the Horizon 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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sustainable-investing private-credit-and-equity Private Credit & Equity video
Sustainable Investing  •  01-ago-2020  •  15:01 Min

2020 IPE Congress - Vikram Raju Video Replay 

Vikram Raju
Head of Impact Investing, Vikram Raju, speaks at the 2020 IPE Congress on climate investing

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sustainable-investing private-credit-and-equity Private Credit & Equity video
Sustainable Investing  •  31-jul-2020

Beyond Windmills: The New Environmental Portfolio 

Vikram Raju
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.

988162_Vikram_Raju_Video_Tile
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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  30-jul-2020  •  4:30 Min

In Spite of Summer, the Market Tends to be Neither Hot nor Humid in August 

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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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  30-jul-2020

Fishing for Stocks in China 

Kristian Heugh, Marc Fox
Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  29-jul-2020

Market Pulse with Jim Caron: The Fed Keeps Rates Low While the Dollar Weakens 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.

Fixed-Income-Team-Tile
 
private-credit-and-equity Private Credit & Equity page
Insight Article  •  28-jul-2020

Where To Next: A Framework For Resilience 

Nash Waterman
The AIP Private Markets team explains their framework for selecting companies and constructing a portfolio that seeks to withstand changes in the economic cycle.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  27-jul-2020  •  3:41 Min

Factores procíclicos debilitan el dólar 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

Fixed-Income-Team-Tile
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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  24-jul-2020

Equity Market Commentary - July 2020 

Andrew Slimmon
In his July TAKE, Andrew Slimmon discusses how behavioral finance again takes the front seat. Many investors remain pessimistic in spite of signs that in fact, 2020 could be a good year for equities.

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Market Pulse  •  24-jul-2020

The EU Recovery Fund: Maybe not Hamilton, but hopefully a quiet summer on the beach 

Anton Heese
Read why we believe investors are correct in seeing that the EU Recovery Fund will succeed in reducing euro sovereign credit risk.

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TALES FROM THE EMERGING WORLD  •  21-jul-2020

No, the Markets Aren't Crazy 

Ruchir Sharma
In his latest Tales From the Emerging World, Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, notes that though stock valuations have been inflated by lower interest rates, the market remains the best barometer of the economic cycle.

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Video de opinión  •  20-jul-2020

2T2020 Revisión/Perspectivas: Global Fixed Income Opportunities 

Jim Caron
El gestor del fondo, Jim Caron, analiza cómo las políticas monetarias y fiscales han impactado en los mercados durante el segundo trimestre y qué efectos tiene para la recuperación económica que está por venir.

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Market Pulse  •  20-jul-2020  •  05:15 Min

Un dólar más débil puede favorecer a la economía global 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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Insight Article  •  19-jul-2020

MS Global Brands Equity Income - Targeting 4% 

International Equity Team
The Morgan Stanley Global Brands Equity Income Fund offers the ability to generate a reasonable level of income without sacrificing long-term performance; in our view, that’s income the right way.

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Global Equity Observer  •  16-jul-2020

Los pagos evolucionan al alza 

Dirk Hoffmann-Becking, Alex Gabriele
La industria de pagos está emergiendo como una de las partes más atractivas del mundo fintech. Nuestro equipo International Equity lo analiza.

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Resilience  •  16-jul-2020

Alternative Risk Premia: Taking Control of Your Exposures 

Patrick Reid, Gary Chan
ARP are factor-based sources of return that are rules-based and systematically derived. Many ARP seek to be market-neutral or risk-mitigating. Both may be appealing to investors focused on building resilient portfolios.

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Global Fixed Income Bulletin  •  15-jul-2020

¿Continuará la recuperación? 

Global Fixed Income Team
Ante el alza de casos, nos preguntamos si la recuperación puede continuar si las dudas sobre la sanidad y el empleo afectan negativamente al beneficio y al poder adquisitivo.

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Insight Article  •  15-jul-2020

An Espresso with Ruchir Sharma and James Upton 

Ruchir Sharma, James Upton
Watch Ruchir and Jim discuss the macroeconomic environment in emerging economies and identify market trends that are being accelerated by the COVID-19 crisis.

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Market Pulse  •  13-jul-2020  •  7:01 Min

La economía global lentamente deja atrás la oscuridad  

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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Market Alert  •  09-jul-2020  •  4:04 Min

The Reconnect, the NASDAQ Bubble and the Reemergence of Asian Tech 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Market Pulse  •  06-jul-2020  •  6:36 Min

¿Terminarán las turbulencias? 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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Insight Article  •  01-jul-2020

Climate Transition in a Portfolio Context: What Matters and What to Measure 

Portfolio Solutions Group
The Morgan Stanley Institute for Sustainable Investing and the Portfolio Solutions Group examine the increasing trend of decarbonization in business and investment conversations, and explain why they believe this will give rise to compelling investment opportunities and affect the way that investors build and manage their portfolios.

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Sustainable Investing  •  30-jun-2020

All Green Bonds Are Not Created Equal 

Navindu Katugampola, Barbara Calvi
The universe of “sustainable bonds” spans a broad set of categories, creating a confusing mosaic for investors to decipher, and leading to accusations of “greenwashing” by critics. The Global Fixed Income Sustainable Investing team explores how they look through the labelling to critically assess sustainable bond issuance within their investment process.

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Takeaways & Key Expectations  •  30-jun-2020

Equity Market Commentary - June 2020 

Andrew Slimmon
Is the tech sector in bubble territory like it was back in 2000? “Maybe so”, says Andrew Slimmon, “but we believe there are still plenty of reasonably priced names out there.”

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Global Multi-Asset Viewpoint  •  30-jun-2020

Stars Aligned for Higher Inflation 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Stars Aligned for Higher Inflation."

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Market Pulse  •  29-jun-2020  •  7:00 Min

¿Política monetaria o pandemia? Cuál de ellos será el driver del comportamiento de los precios 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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Sustainable Investing  •  25-jun-2020

ESG and Trends in Reserves Management 

There is a growing interest in ESG assets amongst central bank reserve managers, a new survey by Morgan Stanley Investment Management and the Institute of International Finance (IIF) finds.

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Resilience  •  24-jun-2020

Alternative Lending and the Resilient Consumer 

Kenneth Michlitsch
Fintech-driven alternative lending exhibited resilience during the acute initial phase of the COVID-19 pandemic. Recent data supports continued optimism.

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Investment Insight  •  24-jun-2020

Post-Crisis Private Markets Investing 

Portfolio Solutions Group
In light of the extraordinary market disruption due to the spread of the COVID-19 pandemic, the PSG team considers the broader potential impacts of the current crisis on private markets and describes potential areas of investment opportunity going forward in the post-crisis environment.

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Market Pulse  •  22-jun-2020  •  3:45 Min

Q3 2020: ¿Mejor? Sí. ¿Pero lo suficientemente bueno?  

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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Artículo de opinión  •  19-jun-2020

La gestión activa en renta fija: ahora más que nunca  

Jim Caron
Dado que los tipos de interés se encuentran próximos a cero o en terreno negativo y así seguirá siendo por un tiempo, ¿serán los bonos mecanismos de diversificación útiles para las carteras? Jim Caron, gestor de carteras de Global Fixed Income, cree que sí, si bien la clave radica en una gestión activa enfocado en generar alfa.

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Market Pulse  •  15-jun-2020  •  8:12 Min

Credit Check con Richard Ford 

Richard Ford
Los mercados de crédito han estado bajo mucha presión últimamente. ¿Qué piensan los inversores? Richard Ford, nuestro jefe global de crédito, comparte su visión. Escúchalo ahora.

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Global Fixed Income Bulletin  •  15-jun-2020

Cambian las mareas: más que esperanza 

Global Fixed Income Team
A pesar de los negativos datos económicos sin precedentes y la incertidumbre en torno a la evolución del coronavirus, los mercados siguieron trazando una trayectoria alcista en mayo y siguieron subiendo.

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Resilience  •  15-jun-2020

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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Global Fixed Income Insights  •  15-jun-2020

The Case for Investing in European Aggregate Fixed Income 

Leon Grenyer, Anton Heese, Richard Class
Read why we believe that a single portfolio manager is better placed to manage overall risk and take advantage of relative value opportunities between different fixed income sectors.

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Market Pulse  •  15-jun-2020  •  5:48 Min

¿Nueva Normalidad? Eso no existe. El mercado acaba de establecer un nuevo rango.  

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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Resiliencia  •  14-jun-2020

El riesgo como punto de partida, no como una ocurrencia tardía 

Andrew Harmstone
Las rentabilidades espectaculares dan muy buenos titulares, al igual que los cataclismos en los mercados, como los provocados por la pandemia de COVID-19 o la crisis financiera de 2008-2009. Sin embargo, rara vez leemos casos de estrategias resilientes que consiguen gestionar la volatilidad y, al mismo tiempo, ofrecer rentabilidades competitivas. Sin embargo, gestionar la volatilidad es una de las claves para sobrevivir a un desplome de los mercados.

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Global Equity Observer  •  12-jun-2020

Desbloqueando el futuro – El mundo después de la COVID-19 

William Lock, Bruno Paulson
A medida que las medidas de confinamiento se relajan, el equipo International Equity analiza cómo la pandemia ha demostrado la importancia de una presencia digital para las empresas.

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Market Alert  •  11-jun-2020  •  3:59 Min

The Disconnect Between the Stock Market and the Economy 

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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