market-pulse page
Market Pulse  •  13-jul-2021

Beyond Diversification: The Case for Active Multi-Asset Funds 

Andrew Harmstone, Manfred Hui
There are two keys to managing a multi-asset portfolio successfully: One, a manager must be truly active, and two, they must manage to a volatility target, not a benchmark. The Global Balanced Risk Control team discusses.

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Market Pulse  •  30-jun-2021

The Policy Puzzle: Procyclical or Countercyclical 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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market-pulse audio
Market Pulse  •  25-may-2021  •  12:00 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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INSIGHT VIDEO  •  17-may-2021

Emerging Leaders for the Next Decade 

Vishal Gupta
Interview with Vishal Gupta, portfolio manager for the Emerging Leaders strategy.

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market-pulse audio
Market Pulse  •  11-may-2021  •  10:51 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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market-pulse audio
Market Pulse  •  05-may-2021  •  4:54 Min

Five Reasons To Be Bullish on the American Consumer 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines her five reasons to have confidence in the American consumer.

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market-pulse page
Market Pulse  •  29-abr-2021

A Strong Recovery in the Economy is Still Falling Short of Fed Objectives 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  28-abr-2021  •  9:54 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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market-pulse audio
Market Pulse  •  30-mar-2021  •  8:42 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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market-pulse audio
Market Pulse  •  16-mar-2021  •  10:22 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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market-pulse audio
Market Pulse  •  02-mar-2021  •  16:47 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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market-pulse audio
Market Pulse  •  16-feb-2021  •  8:04 Min

El pulso del mercado: Repunte de las yields ante un crecimiento sostenible: ¿qué factores inclinan la balanza? 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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Market Pulse  •  08-feb-2021  •  9:04 Min

El pulso del mercado: A pesar de cierta volatilidad, mantenemos nuestra tesis sobre la reflación 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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Market Alert  •  01-feb-2021  •  5:01 Min

Market Alert with Andrew Slimmon: Volatile Markets Can Create Opportunities. Have a Plan. 

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  •  01-feb-2021  •  7:11 Min

El pulso del mercado: A pesar de cierta volatilidad, mantenemos nuestra tesis sobre la reflación 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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market-pulse audio
Market Pulse  •  25-ene-2021

El pulso del mercado: El mercado espera un auge del segundo trimestre; El virus podría pensar de otra manera 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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market-pulse audio
Market Pulse  •  19-ene-2021  •  7:06 Min

Toda la atención en el paquete de estímulos de Biden 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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Market Pulse  •  11-ene-2021  •  7:35 Min

El pulso del mercado: ¿Cuánto pueden subir las rentabilidades antes de que supongan un problema? 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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market-pulse audio
Market Pulse  •  11-ene-2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

3398242_lynyak_Insight-Tile-1x1
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market-pulse audio
Market Pulse  •  16-dic-2020  •  9:42 Min

The Case for Commodities This Decade 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.

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market-pulse audio
Market Pulse  •  14-dic-2020  •  7:11 Min

Todavía hay cosas en la lista de la compra: la macroeconomía y la política no entienden de vacaciones 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

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Market Pulse  •  07-dic-2020  •  6:59 Min

Will the U.S. Job Loss Scarring Be Permanent? 

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-pulse page
Market Pulse  •  07-dic-2020

¿Serán permanentes las cicatrices por la destrucción de empleo en Estados Unidos? 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos

fixed-income-managed-solutions-team-tile
 
market-pulse page
Market Pulse  •  02-dic-2020

The Year Ahead for the U.S.: Fundamental Challenges Exist, but Policy Will Prevail 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  30-nov-2020  •  7:42 Min

What the Bond Market Is Telling Us About the Future of the Economy 

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-pulse audio
Market Pulse  •  30-nov-2020  •  7:42 Min

El pulso del mercado: ¿Qué nos dice el mercado de bonos sobre el futuro de la economía? 

Jim Caron
Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos.

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market-pulse audio
Market Pulse  •  16-nov-2020  •  6:24 Min

Primer análisis de cara a 2021: Demasiada liquidez en busca de muy pocos activos 

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-pulse 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 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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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 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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market-pulse 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 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 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.

9920558-Insight-Tile-2x2
 
market-pulse 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  •  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  •  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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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 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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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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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.

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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.

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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  •  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.

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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  •  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.

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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  •  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.

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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.

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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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