| 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 • 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 • 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 • 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 • 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.
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| 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 • 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 • 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 • 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 • 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 • 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 • 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 • 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.
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| 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 • 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 • 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
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| 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.
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| 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 • 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 • 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.
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| 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 • 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 • 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 • 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 • 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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| 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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| 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 • 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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