Market Pulse

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.

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.

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.

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

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

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.

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

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

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

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

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.

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.

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

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.

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

Market Pulse • 03-dic-2020 • 03:09 Min
Lead With Leaders Vishal Gupta Vishal Gupta is optimistic on structural themes of B2B technology spend, Fintech, e-commerce and Healthcare among others to drive growth in emerging markets in the years ahead. Listen now.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 • 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.

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.

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.

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.

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.

Market Pulse • 28-may-2020 • 3:05 Min
In a High Yield Minute 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.

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.

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.

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.

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.

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

Market Pulse • 07-may-2020 • 4:31 Min
Bank of England Update and U.K. Outlook 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 Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 05-may-2020
The Market vs The Economy Jim Caron the Market Outlook is contingent on a combination of knowns and unknowns, in varying degrees:

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.

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

Market Pulse • 30-abr-2020 • 3:12 Min
European Central Bank Update: Flexibility and Fragmentation 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.

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? 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 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.

Market Pulse • 23-abr-2020 • 2:56 Min
The Case for EM in the Post-Pandemic World 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.

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.

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.

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.

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 • 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.

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.