The BEAT

Descubre The BEAT (Bonds, Equities, Alternative, Transition), donde podrás acceder a las soluciones de cartera de nuestros expertos.

The BEAT

Descubre The BEAT (Bonds, Equities, Alternative, Transition), donde podrás acceder a las soluciones de cartera de nuestros expertos.

Monthly • 03-dic-2025
The BEAT 2026 Outlook Portfolio Solutions Group Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

Monthly • 11-nov-2025
The BEAT Monthly Video - November 2025 Portfolio Solutions Group In The BEAT for November we highlighted four important themes, amongst others, that we see across the global investment landscape.

Webinar • 22-oct-2025
The BEAT Quarterly Webinar – October 2025 The quarter ahead and top asset allocation ideas from our investment specialists moderated by Niccolò Rabitti, Head of Italy Sales, MSIM.

Monthly • 17-oct-2025
The BEAT Monthly Video - October 2025 Portfolio Solutions Group In The BEAT for October we highlighted five important themes, amongst others, that we see across the global investment landscape.

The BEAT • 01-oct-2025 • 14:44 Min
The BEAT with Ben featuring Rui de Figueiredo Benjamin Huneke, Rui de Figueiredo Solutions and Multi-Asset Group CIO Rui de Figueiredo joins Ben to discuss how to think about asset allocation in 2025. See how AI, inflation and private-market products are making their way into investors' decisions.

Monthly • 11-sep-2025
The BEAT Monthly Video - September 2025 Portfolio Solutions Group In The BEAT for September we highlighted three important themes, amongst others, that we see across the global investment landscape.

Mensual • 04-sep-2025
The BEAT for September 2025 Portfolio Solutions Group Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

The BEAT • 22-ago-2025
The BEAT: Investing Outlook Brightens in Second Half Amid U.S. Policy Developments Portfolio Solutions Group With concern about tariffs easing, investors can focus in the second half of 2025 on growth, earnings and a potential boost in the U.S. from deregulation and passage of tax legislation.

Monthly • 08-ago-2025
The BEAT Monthly Video - August 2025 Portfolio Solutions Group In The BEAT for August we highlighted three important themes, amongst others, that we see across the global investment landscape.

Mensual • 05-ago-2025
The BEAT for August 2025 Portfolio Solutions Group Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

Mensual • 03-jul-2025
The BEAT for July 2025 Portfolio Solutions Group Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

Monthly • 12-jun-2025
The BEAT Monthly Video - June 2025 Portfolio Solutions Group In The BEAT for June we highlighted three important themes, amongst others, that we see across the global investment landscape.

Mensual • 04-jun-2025
The BEAT for June 2025 Portfolio Solutions Group Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

Monthly • 05-may-2025
The BEAT for May 2025 Portfolio Solutions Group Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

The BEAT (EN) • 11-dic-2024
The BEAT - Perspectivas para 2025 Portfolio Solutions Group El entorno de inversión con el que empieza 2025 es muy interesante. Portfolio Solutions Group valora cinco áreas clave de cara a 2025.

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Capital Markets Group

El Grupo de Mercados Capitales proporciona análisis macro “topdown” de renta variable, renta fija y activos alternativos, diseñado para ayudar a los clientes a poder capitalizar la evolución de las dinámicas económicas y las disparidades del mercado a nivel mundial.

Caron's Corner

Escuche el podcast semanal de Jim Caron sobre temas macroeconómicos y los principales impulsores del mercado.