Perspectivas

Imprimir

Filtrar por

Idioma

+—

Todos los idiomas

Inglés

Español

Formato

+—

Artículo

audio

Aparición en medios

Vídeo

Webinar

Clase de activos

+—

Inversiones alternativas

Renta variable

Renta fija

Liquidez

Multiactivos

Serie

+—

2020 Outlooks

Consilient Observer

EDGE

Engagement Report

Global Equity Observer

Global Fixed Income Bulletin

Global Multi-Asset Viewpoint

Market Pulse

News

PATH

Slimmon's TAKE

Market Alert

Takeaways & Key Expectations

Tales From the Emerging World

Temas

+—

Resiliencia

Sustainable Investing

Equipos de inversión

+—

AIP Alternative Lending Group

AIP Hedge Fund Team

AIP Private Markets Team

Active International Allocation Team

Applied Equity Advisors Team

Counterpoint Global

Global Balanced Risk Control Team

Global Emerging Markets Team

Global Fixed Income Team

Global Liquidity Team

Global Listed Real Assets Team

Global Multi-Asset Team

International Equity Team

Portfolio Solutions Group

Rango de fechas

+—

Todo

El último mes

El último cuarto

El año pasado

Market Pulse • 13-jul-2020 • 7:01 Min
The Global Economy Is Slowly Emerging From the Shadows Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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.

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.

PATH • 03-jul-2020 • 03:27 Min
Coronavirus: A Critical Juncture [Audio] Andrew Harmstone, Christian Goldsmith Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

PATH • 03-jul-2020

Coronavirus: A Critical Juncture

Andrew Harmstone, Manfred Hui, Christian Goldsmith

As we enter the second half of 2020, we reach a critical juncture. After an initial boost to the markets following the reopening of countries across the globe, further gains may prove harder to come by. We remain concerned about the risk of a second wave of COVID-19 in some regions. In this update we discuss the hidden damage to the economy from the pandemic that is beginning to show, as well as some political risks and potential bright spots on the horizon.

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.

9852467_Climate-Transition-in-a-Portfolio-Context_Insight-Tile-1x1

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."

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.

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.

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.

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.

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.

Market Pulse • 19-jun-2020
Active Management in Fixed Income: Now More than Ever Jim Caron Given that interest rates are near zero, or negative, in many countries for the foreseeable future, will bonds be useful diversifiers in portfolios? Jim Caron, Global Fixed Income Portfolio Manager, thinks “yes” but the key is an actively managed focus on alpha.

PATH • 19-jun-2020 • 03:05 Min
Coronavirus: Fundamental weaknesses begin to hit home [Audio] Andrew Harmstone, Christian Goldsmith Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

PATH • 18-jun-2020
Coronavirus: Fundamental weaknesses begin to hit home Andrew Harmstone, Manfred Hui, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

Market Pulse • 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.

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.

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.

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.

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.

Artículo de opinión • 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.

9855189-Risk-as-a-Starting-Point-Insight-Tile-1x1

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.

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.

Liquidity Watch • 10-jun-2020 • 3:51 Min
June FOMC Meeting Recap Brian Buck Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.

Consilient Observer • 09-jun-2020
The Math of Value and Growth Counterpoint Global We show how corporate valuations change as we vary assumptions about growth, return on incremental invested capital, and the discount rate.

Tales From the Emerging World • 09-jun-2020
The Era After the Coronavirus Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, looks at the huge push the pandemic is giving his Four Ds—deglobalization, depopulation, declining productivity and rising government debt.

Market Pulse • 08-jun-2020 • 6:31 Min
El rally de la reapertura y la guía 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.

Webinar Series • 05-jun-2020
An Espresso with Mary Sue Marshall and Stan DeLaney Mary Sue Marshall, Stan Delaney Watch Mary Sue Marshall and Stan DeLaney discuss the team’s portfolios, and their insight on big ideas and emerging themes that may have far-reaching consequences.

PATH • 05-jun-2020
Coronavirus: Who is the ‘Smart Money’ Investor? Andrew Harmstone, Manfred Hui, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

Takeaways & Key Expectations • 04-jun-2020
Equity Market Commentary - May 2020 Andrew Slimmon Value stocks historically garner their biggest outperformance coming out of recessions. But investors' emotional conflict between recency bias and opportunity is more acute in this environment.

PATH • 04-jun-2020 • 3:23 Min
Who is the ‘Smart Money’ Investor? [Audio] Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Liquidity Watch • 03-jun-2020 • 9:50 Min
Negative Interest Rates and the Implications for Money Market Funds Robert Leggett Bob Leggett, Executive Director Morgan Stanley Global Liquidity, discusses considerations around negative interest rates and the implications for the money market fund industry. Listen now.

Resiliencia • 02-jun-2020
Lecciones del Warren Buffett de 21 años Kristian Heugh, Marc Fox Invertir en compañías de alta calidad —al precio adecuado— puede incrementar el patrimonio de los inversores y proporcionar, al mismo tiempo, cierto nivel de tranquilidad en épocas de caídas en los mercados.

Insight Video • 01-jun-2020
What differentiates GBEI from traditional income funds? Monica Carta, Richard Perrott Monica Carta and Richard Perrott discuss the benefits of seeking reliable income in challenging economic environments.

Market Pulse • 01-jun-2020 • 6:36 Min
Seguir el dinero, encontrar rentabilidades 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.

Insight Article • 31-may-2020
Where To Next: A Framework For Resilience Nash Waterman The AIP Private Markets team explains their framework for selecting companeis and constructing a portfolio that seeks to withstand changes in the economic cycle.

Resilience • 31-may-2020
How to Remain Resilient through a Downturn Investing in stocks is risky—but historically it’s been a risk worth taking.

Convergence • 30-may-2020
Sustainability Research Counterpoint Global Counterpoint Global discusses how Sustainability Research is additive to their existing investment process and converges the pursuit of profits and purpose.

Media Appearance • 28-may-2020
Ruchir Sharma Authors Op-Ed in the New York Times Ruchir Sharma In “How the Pandemic Is Turning Us Inward” Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, speculates about COVID-19’s ability to accelerate trends that were already underway.

Market Pulse • 28-may-2020 • 3:05 Min
In a High Yield Minute [Audio] Sarah Harrison Corporate liquidity profiles have been severely challenged during the lockdown. Sarah Harrison, Head of European High Yield, believes the policy response in Europe so far has helped stem default rates, and further action has the potential to restore investor confidence in the European High Yield asset class. Listen now.

Insight Article • 27-may-2020
Alternative Risk Premia: Seeing the Whole Picture Patrick Reid, Eban Cucinotta Alternative risk premia (ARP) is a newly coined industry category. While a convenient catchall term, it belies the heterogeneity of these strategies which can be risk-seeking, risk-mitigating and anywhere in between. Recent press has thrown a spotlight on ARP strategies, but it fails to tell the whole story.

Webinar Series • 27-may-2020
An Espresso with Richard Class and Anton Heese Anton Heese, Richard Class Richard Class and Anton Heese commented on the outlook for the bond market in response to the volatility in recent weeks.

Sustainable Investing • 26-may-2020
Asset Owners See Sustainability as Core to the Future of Investing Morgan Stanley’s second Sustainable Signals survey of institutional asset owners provides key insights on current trends in sustainable investing.

Webinar Series • 26-may-2020
An Espresso with William Lock William Lock Watch William Lock discuss the impact of the latest global crisis and portfolio resilience in light of the coronavirus pandemic.

Market Pulse • 26-may-2020 • 5:37 Min
La amplitud del mercado es alentadora 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.

Resiliencia • 21-may-2020
Nuestra fórmula para la resiliencia de los beneficios Laura Bottega En nuestra opinión, “la fórmula” para invertir con éxito pasa por dos elementos fundamentales: capacidad de fijar precios e ingresos recurrentes.

Resiliencia • 21-may-2020
Resiliencia por diseño William Lock, Laura Bottega En este mundo cambiante, hoy y más allá de la pandemia, los inversores globales de renta variable deberían buscar compañías resilientes y equipos de gestión de carteras capaces de dar con ellas.

Consilient Observer • 20-may-2020
Myth Busting, Popular Delusions, and the Variant Perception Counterpoint Global We address four myths or popular delusions in the investment industry.

Market Pulse • 18-may-2020 • 5:59 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.

Market Pulse • 18-may-2020 • 6:32 Min
Tipos de interés negativos: pros y contras. Nunca digas nunca. 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.

Resiliencia • 18-may-2020
Las compañías resilientes desarrollan cadenas de suministro resilientes Vishal Gupta Según nuestro equipo Emerging Markets Leaders, la pandemia de coronavirus parece estar acelerando la localización/diversificación de las cadenas de suministro, pues las compañías tratan de reforzar su resiliencia a las perturbaciones globales.

Global Fixed Income Bulletin • 15-may-2020
El largo y tortuoso camino Global Fixed Income Team Puede que haya quiebros inesperados en el camino hacia la plena recuperación económica, pero cuanto mayor sea su horizonte de inversión, más confianza pensamos que debería albergar.

Global Equity Observer • 15-may-2020
La COVID-19, factor de aceleración Dirk Hoffmann-Becking, Nic Sochovsky ¿Acelerará la COVID-19 las fuerzas y las tendencias existentes? El equipo International Equity aborda esta cuestión.

Market Alert • 14-may-2020 • 3:42 Min
The Stock Market Looks Forward, So What Does It See Now? 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.

Insight Article • 14-may-2020
Emerging Markets Debt Outlook: Surviving Outside the Tent Sahil Tandon, Mariano Pando Has the imminent demise of Emerging Markets been greatly exaggerated once again? Find out what the Emerging Markets Debt Team thinks.

Market Pulse • 13-may-2020
Where Are Bond Yields Going? It depends on what part of the curve you are asking about. Jim Caron The goal of the Fed’s policy response function is to prevent the liquidity crisis brought on by Covid-19 from becoming a solvency crisis. Jim Caron reviews the impact on bond yields.

Market Pulse • 11-may-2020 • 5:12 Min
Informe de empleo: ¿Hemos pasado lo peor? [Audio] Jim Caron Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

TALES FROM THE EMERGING WORLD • 07-may-2020
Why Markets Are Partying Through the Pandemic Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, explains why stock markets are rallying amid the worst economic crisis since the Great Depression.

Market Pulse • 07-may-2020 • 4:31 Min
Bank of England Update and U.K. Outlook [Audio] Anton Heese Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.

PATH • 06-may-2020 • 3:27 Min
Coronavirus: Calm waters for now, but storm clouds on the horizon [Audio] Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 04-may-2020 • 8:51 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.

Market Pulse • 04-may-2020 • 4:30 Min
Market Pulse con Jim Caron 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.

Insight Video • 04-may-2020
Applied Equity Advisors Investment Process Leslie Delany, Andrew Slimmon A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.

Insight Article • 01-may-2020
Secondaries v2.0: The Era of Transformation AIP Private Markets Team What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.

PATH • 01-may-2020 • 2:57 Min
Coronavirus: A look at safe havens [Audio] Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Sustainable Investing • 30-abr-2020
El efecto mariposa y el COVID-19: seis repercusiones para la inversión sostenible en un mundo interconectado Navindu Katugampola El COVID-19 supone una disrupción con enormes repercusiones personales, sociales y económicas. Como inversores en renta fija, seguimos seis repercusiones de la pandemia en inversión sostenible.

Market Pulse • 30-abr-2020 • 3:12 Min
European Central Bank Update: Flexibility and Fragmentation [Audio] Anton Heese Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the European Central Bank’s April 30 announcement. Listen now.

Market Pulse • 29-abr-2020

The Fed: Playing a Strong Hand but Unwilling to Show Their Cards

Jim Caron

On April 29 the Fed indicated the need to keep credit flowing, for both for businesses and individuals. To date most of the Fed’s actions are supporting credit in the business sector, to the point where we do not believe the Fed has done enough with respect to consumer credit, particularly in light of their statements about keeping credit flowing to the “real economy.” Jim Caron looks at a Fed that is playing a strong hand, but unwilling to show all its cards.

Insight Article • 29-abr-2020
Fintech Continues to Disrupt Consumer Lending Kenneth Michlitsch In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.

Market Alert • 27-abr-2020 • 3:51 Min
Market Alert with Andrew Slimmon: Stocks…Yes! Market…No! Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Market Pulse • 27-abr-2020 • 4:51 Min
Market Pulse with Jim Caron: A Big Week for Global Central Banks Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

PATH • 24-abr-2020 • 3:16 Min
Coronavirus: Monetary and Fiscal Policy - Is the Kitchen Sink Enough? [Audio] Andrew Harmstone Andrew Harmstone shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 23-abr-2020 • 04:24 Min
EM Leaders: Looking to Future Growth [Audio] Vishal Gupta Vishal Gupta, Portfolio Manager on the Global Emerging Markets team, discusses the impact of COVID-19 on the Emerging Markets Leaders strategy. Listen now.

Takeaways & Key Expectations • 23-abr-2020
Equity Market Commentary - April 2020 Andrew Slimmon Yield curve signals. Bear markets. The “Reopening of the Economy” versus “Stay at Home” stocks. Andrew Slimmon, Head of the Applied Equity Advisor team, covers these topics – and much more.

Insight Article • 23-abr-2020
1Q2020 Review/Outlook: Global Fixed Income Opportunities Jim Caron The first quarter ended in a far different place than where the year started. Portfolio Jim Caron reflects on how these unexpected developments impacted the portfolio, and offers his perspective on what’s to come.

Market Pulse • 23-abr-2020 • 2:56 Min
The Case for EM in the Post-Pandemic World [Audio] Jitania Kandhari Jitania Kandhari, Head of Macroeconomic Research on the Global Emerging Markets team and portfolio manager for the Emerging Markets Breakout Nations and Active International Allocation strategies, provides timely insights on why we believe now is the time for emerging market equities. Listen now.

Market Pulse • 20-abr-2020 • 6:21 Min
Whatever It Takes: Loan Programs, Oil & the Reopening of America Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 20-abr-2020
Recent Fed Actions: Implications for the High Yield Market Global Fixed Income Team The Fed’s involvement in the high yield market is unprecedented, so there is no prior history to look back upon as a guide. The Global High Yield team explores how the action could impact investors.

Global Fixed Income Bulletin • 16-abr-2020
El final del comienzo Global Fixed Income Team Confiamos en que las medidas de política tomadas contribuyan a que la economía recupere la normalidad según amaine la crisis sanitaria. Sin embargo, todavía desconocemos la magnitud y la duración de la recesión, pues seguimos supeditados a cómo evolucione el virus.

Market Pulse • 15-abr-2020
Allocating Fixed Income Assets Through the Great Unknown Christian Roth We are facing a health crisis the likes of which we have not witnessed for close to a century. A seismic move to de-risk portfolios has created volatility and illiquidity not seen since 2008, and it is against this uncertain backdrop we invest today. Read more about the Global Fixed Income Team’s best thinking.

Consilient Observer • 14-abr-2020
Dispersion and Alpha Conversion Counterpoint Global An investor’s success requires both skill and opportunity. We look at how investors can express skill and use dispersion to measure the opportunity set.

Market Pulse • 14-abr-2020
The “Once in a Lifetime” (European Fixed Income) Opportunities (Fund) Leon Greyner “Once in a lifetime opportunities do not come along that often, and so when they do, it is important to take advantage of them,” says Leon Grenyer, Lead Portfolio Manager of the European Fixed Income Opportunities Fund.

Market Pulse • 13-abr-2020 • 6:36 Min
Market Pulse with Jim Caron: The Alphabet Soup of Liquidity & Solvency Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 09-abr-2020
Fixed Income Market Update Michael Kushma, Katie Herr The Global Fixed Income team presented an update on the Fixed Income Market on 9 April 2020.

Market Alert • 08-abr-2020 • 3:35 Min
Is the Bear Headed for Hibernation Soon? 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.

PATH • 08-abr-2020
Coronavirus: Markets’ excessive optimism Andrew Harmstone, Manfred Hui In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

TALES FROM THE EMERGING WORLD • 07-abr-2020
The Strange Shape of the Coronavirus Crash Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, makes the case for great opportunities in emerging markets in the After Coronavirus world.

Market Pulse • 06-abr-2020 • 4:27 Min
Credit Beat with Joseph Mehlman Joseph Mehlman Joseph Mehlman, Head of U.S. Credit, provides timely insights on the fast-changing world of U.S. credit markets. Listen now.

Market Pulse • 06-abr-2020 • 4:44 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 06-abr-2020 • 6:15 Min
Market Pulse with Jim Caron: A Silver Lining - Volatility Is Dropping Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Sustainable Investing • 03-abr-2020
Debunking Six Myths About Climate Investing Vikram Raju AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.

Path • 02-abr-2020 • 2:43 Min
Coronavirus: End of Q1 – time to take stock [Audio] Andrew Harmstone, Christian Goldsmith Christian Goldsmith, Portoflio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 02-abr-2020
Fixed Income Market Update Michael Kushma, Richard Ford, Richard Class The Global Fixed Income team presented an update on the Fixed Income Market on 2 April 2020.

Market Pulse • 02-abr-2020
Building a Better Transmission Mechanism: Extending Credit to the Real Economy Jim Caron It's critical to understand the policy reaction functions designed to support markets during times of crisis because it provides insight into which assets may perform best as the economy moves out of the crisis environment.

Market Pulse • 02-abr-2020
Active International Allocation - Market Commentary Jitania Kandhari, Ben Rozin The MSIM Active International Allocation Team offers their perspective on the global markets and the AIA portfolio in the context of the COVID-19 pandemic.

Market Pulse • 31-mar-2020
Rating Agencies Action Summary Global Fixed Income Team The COVID-19 crisis has disrupted supply chains of many companies and caused commodity prices to fall. How will rating agencies react to this disruption? The Global Credit research team explores.

Insight Article • 31-mar-2020
Increasing Duration Opens Up New Realms for the Private Equity Secondaries Market AIP Private Markets Team The AIP Private Markets Team explores possible solutions to check or reverse the upward trend in duration and allay investors' concerns about increasing their allocation to private equity.

Market Pulse • 31-mar-2020
The Resilience Afforded by High Quality Companies International Equity Team The International Equity team shares their views on the potential impact of the pandemic through the lens of the team’s quality focused investment approach. Listen now.

Global Equity Observer • 31-mar-2020
En busca de la resiliencia William Lock, Bruno Paulson En una época sin precedentes, la resiliencia es esencial. ¿De qué manera pueden los inversores confeccionar una cartera resiliente en épocas complicadas? Bruno Paulson explica su opinión

Engagement Report • 31-mar-2020
2019 Global Stewardship Report Our 2019 Global Stewardship Report showcases how MSIM is advancing sustainable investing through ESG integration and engagement. The report highlights sustainability engagement case studies on key themes and across investment teams, Firmwide proxy voting statistics and industry collaboration on sustainability initiatives

Engagement Report • 30-mar-2020
Nuestra ventaja radica en la implicación International Equity Team Nueva edición de Engage, las últimas noticias que el equipo International Equity ofrece cada semestre sobre su actividad de implicación en cuestiones ESG.

Market Pulse • 30-mar-2020 • 5:52 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 30-mar-2020
Market Pulse with Jim Caron Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Path • 27-mar-2020
Coronavirus: Focus shifts to the US Andrew Harmstone, Manfred Hui, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

Market Pulse • 27-mar-2020
Fixed Income Market Update

Perspectivas

Filters