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tales-from-the-emerging-world video
Tales From the Emerging World  •  12-nov.-2024

Video: The Industrial Reset in Emerging Markets 

Amy Oldenburg
Emerging markets are buzzing with renewed manufacturing activity after years of sluggishness. This resurgence is fueled by strong government support, improving macroeconomic conditions and new supply chains. Amy Oldenburg, Head of Emerging Markets Equity highlights a recent report by Jitania Kandhari and Saumya Jain explaining the transformational changes that are taking place.

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Caron's Corner  •  11-nov.-2024  •  6:08 Min

Trump 2.0: What’s at Stake and How to Position Portfolios 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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page
Insight Article  •  11-nov.-2024

An Introduction to Alternative Lending 

Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

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Takeaways & Key Expectations  •  07-nov.-2024

Equity Market Commentary - November 2024 

Andrew Slimmon
"In his November TAKE, Senior Portfolio Manager Andrew Slimmon discusses his post-election thoughts on the equity markets and why, he expects potential strength to continue into 2025, albeit more muted."

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global-multi-asset-viewpoint page
Global Multi Asset Thought of the Week  •  07-nov.-2024

China: Smoke and Mirrors 

Cyril Moulle-Berteaux
Chinese stocks are likely still underowned by local and global investors but their superficially low multiples do not represent a compelling reason to go overweight China until policy measures sufficient to solve its debt deflation problems are implemented.

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beat page
Monthly  •  05-nov.-2024

The BEAT for November 

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.

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page
Insight Article  •  01-nov.-2024

Unintended Consequences: The Economic and Corporate Trade-Offs of Tariffs  

Broad Markets Fixed Income
What are the economic and corporate consequences of higher tariffs? In this insight, our Broad Markets Fixed Income team explores the potential trade-offs and knock-on effects of raising tariff rates.

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global-equity-observer page
Global Equity Observer  •  31-oct.-2024

The Case for Consumer Staples 

Nic Sochovsky
Consumer staples are now at a near 25-year low in terms of relative valuation and at their lowest weight in the MSCI World Index this century. Yet the sector has demonstrated resilience despite an exceptionally turbulent four years. With growth driven by recurring revenue from the everyday products they sell, their operating resilience during economic downturns gives staples companies that exhibit agility, innovation and high levels of brand investment a key role in our portfolios.

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alternatives page
Alternatives  •  30-oct.-2024

Hands-On Operational Improvement Key to Creating Alpha in the Middle Market 

Aaron Sack, Patrick Whitehead
A successful approach to operational value creation has been key to driving successful private equity outcomes over the last decade. It is increasingly important as we adjust to an environment of higher interest rates and inflation, lower levels of financial leverage, and uncertain macroeconomic growth.

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Insight Article  •  29-oct.-2024

The Tide Turns for Emerging Markets Debt 

Emerging Markets Debt
Emerging markets debt is currently benefitting from a favorable macro backdrop, attractive real yields and growing investor appetite. Will these tailwinds continue through the remainder of 2024 and what should investors be on watch for? Read the latest views from our Emerging Markets Debt team for insights into these questions and more.

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Caron's Corner  •  28-oct.-2024  •  6:04 Min

A Tactical De-risking and Fed Cut in November? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Engagement Report  •  25-oct.-2024

Engage Autumn 2024 

Marte Borhaug
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

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alternatives page
Alternatives  •  24-oct.-2024

Long Short Equity Strategies: "Hedging" Your Bets 

Eric Stampfel
Amid market uncertainty, 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.

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global-multi-asset-viewpoint page
Global Multi Asset Thought of the Week  •  22-oct.-2024

The Most Contrarian Outcome - No Landing 

Cyril Moulle-Berteaux
Given a strong consensus for a Soft Landing and lingering Recession fears, No Landing would be the most contrarian scenario for markets. In fact, there are some hints that the dichotomy between strong spending and weak labor markets could resolve in favor of No Landing.

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Tales From the Emerging World  •  22-oct.-2024

Video: Hidden Gems 

Amy Oldenburg, Steven Quattry
Amy Oldenburg, Head of Emerging Markets Equity at Morgan Stanley Investment Management, believes savvy investors should take a closer look for hidden gems in emerging and frontier markets.

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Global Fixed Income Bulletin  •  18-oct.-2024

Video: Goldilocks Redux? 

Broad Markets Fixed Income Team
Is market optimism about rates too high? Find out why high volatility potential and tight spreads are making us choosier about bonds.

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Global Fixed Income Bulletin  •  18-oct.-2024

Goldilocks Redux? 

Broad Markets Fixed Income Team
The Broad Markets Fixed Income Team explores the impact of the Fed's Sepember rate cuts for fixed income investors.

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consilient-observer page
Consilient Observer  •  15-oct.-2024

Measuring the Moat: Assessing the Magnitude and Sustainability of Value Creation 

Michael Mauboussin, Dan Callahan
Strategy explains how a firm builds a moat around its business to pursue sustainable value creation. We begin by showing why strategy matters while also distinguishing between industry and company life cycles. We turn next to industry analysis as we get the lay of the land. We then discuss industry structure and disruption and dis-integration. We finish with firm analysis. We examine the sources of added value and review pricing decisions, regulation, and brands. We include a checklist.

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global-equity-observer page
Global Equity Observer  •  15-oct.-2024

Faut-il mettre en place un système défensif basé sur de stitres de grande qualité ? 

Bruno Paulson
Le calme est revenu après la pression subi par les marchés boursiers durant l’été, mais cette correction a fait office de test grandeur nature pour nos portefeuilles mondiaux qui, malgré les craintes, ont bien résisté avec un gain de 1 % alors que l’indice MSCI World a chuté de 7 %. Alors que les investisseurs anticipent à nouveau des perspectives favorables, comme si les baisses de marché ne s’étaient pas produites, disposer d’un portefeuille caractérisé par des bénéfices résilients et des valorisations raisonnables peut servir de moyen de défense de grande qualité, comme ce fut le cas cet été.

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Insight Video  •  14-oct.-2024

Recognized Resilience: A Stock Story 

International Equity Team
One of our holdings has been around since 1892 and is enjoyed 2 billion times a day. With a strong brand, entrenched intangible assets, high returns on operating capital and significant pricing power, it’s exactly what we look for. Learn about our approach to long-term compounders for long-term investors.

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Caron's Corner  •  14-oct.-2024  •  5:18 Min

A Bull in a Candy Shop 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Insight Video  •  14-oct.-2024

Health and Resilience: A Stock Story 

International Equity Team
Our life sciences companies form a crucial part of the health care supply chain. Their products are a fraction of their customers’ cost base, they benefit from the nondiscretionary nature of health care demand and their regulatory framework makes it very difficult for customers to switch suppliers—making them a good example of the resilience we seek.

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Insight Video  •  14-oct.-2024

Elevating Resilience: A Stock Story 

International Equity Team
We own a leading elevator company that services over 2 million elevators globally—which typically remain in service for decades. As the installed base of elevators around the world continues to grow steadily, this creates a very reliable profit stream that illustrates our preference for long-term compounders for long-term investors.

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Market Insights  •  11-oct.-2024

Breaking from the herd: What the differing pace of central bank easing could mean for fixed income 

Broad Markets Fixed Income
Central banks are lowering policy rates, but the pace and magnitude varies by market. The Broad Markets Fixed Income team explains what the variable policy paths could mean for fixed income investing ahead.

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alternatives page
Alternatives  •  11-oct.-2024

An Introduction to Private Equity Basics 

Morgan Stanley Private Equity Solutions Team
Within the private alternatives universe, private equity is one of the most rapidly growing asset classes. With a range of strategies, private equity investing offers distictive qualitative characteristics that differentiate the asset class.

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beat page
Webinar  •  10-oct.-2024

The BEAT Quarterly Webinar – October 2024 

The quarter ahead and top asset allocation ideas from our investment specialists moderated by Thomas Chaussier, Head of Investment Management France.

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Insight Article  •  10-oct.-2024

How Higher Yields and Growing Alpha Opportunities May Lift Hedge Funds 

AIP Hedge Fund Team
The MSIM Hedge Fund Team explores the ways in which hedge funds may directly benefit from a higher cash yield environment making them compelling options as sources of returns and diversification.

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Media Appearance  •  10-oct.-2024

Vishal Khanduja on CNBC Squawk Box Asia 

Vishal Khanduja
Vishal Khanduja joined CNBC Squawk Box Asia to discuss his view that the U.S economy is on track for a soft landing and how that impacts his fixed-income strategy.

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Market Monitor  •  10-oct.-2024

Emerging Markets Debt Monitor – Q3 2024 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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Market Monitor  •  10-oct.-2024

Municipal Bond Market Monitor – Q3 2024 

Municipal Bond Group
Overview of the trends and developments in the muni bond markets.

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Market Monitor  •  04-oct.-2024

Floating-Rate Loan Market Monitor – Q3 2024 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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beat page
Mensuelles  •  03-oct.-2024

The BEAT - Octobre 2024 

Portfolio Solutions Group
Utilisez The BEAT comme votre ressource efficace pour les marchés de ce mois-ci. Chaque édition vous donne des idées et des connaissances qui vous montrent comment naviguer dans l’environnement d’investissement actuel.

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Caron's Corner  •  03-oct.-2024  •  7:19 Min

The BEAT for October – Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  02-oct.-2024

Malaysia's Newfound Stability 

Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.

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alternatives page
Alternatives  •  26-sept.-2024

Outlook for Direct Lending 

Morgan Stanley Private Credit
Direct lending continues to offer compelling relative value compared to other asset classes and offers attractive diversification alternative to public fixed income. Further, when considered in the context of public markets, direct lending has significant room to grow.

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Global Fixed Income Bulletin  •  24-sept.-2024

Video: In Like a Lion, Out Like a Lamb? 

Broad Markets Fixed Income Team
When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.

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Media Appearance  •  24-sept.-2024

Craig Brandon on CNBC The Exchange 

Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins CNBC The Exchange to discuss how rate cuts will affect municipal bonds, how the election and tax rates could impact municipals, and more.

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alternatives page
Alternatives  •  20-sept.-2024

Why Invest in Asian Private Equity? India as a Potential Breakout PE/VC Market 

Pamela Fung
With Indian public markets having experienced a strong run-up since 2020, global allocators have been turning to Indian private equity. In this paper, we aim to examine the promising performance potential of Indian private equity.

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Insight Article  •  20-sept.-2024

Climate Change is Here… And So Is the Need to Embrace Sustainability in Real Estate 

Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.

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2024-outlooks page
2024 Outlooks  •  19-sept.-2024

2024 Midyear Outlook: Hedge Funds 

Mark van der Zwan, Jarrod Quigley
Our hedge fund team discusses their outlook and the opportunities they are seeing for the remainder of 2024.

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Insight Video  •  18-sept.-2024

Look to Emerging Markets When Rates Fall Again (Video) 

Brad Godfrey
Co-head of emerging market debt Brad Godfrey shares the potential diversification, income and return advantages of a growing and powerful asset class.

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Global Fixed Income Bulletin  •  18-sept.-2024

Un début de période tonitruant qui annonce peu de changements ? 

Broad Markets Fixed Income Team
Malgré une volatilité sans précédent au cours des deux premières semaines d’août, les obligations ont de nouveau enregistré d’excellentes performances durant le mois. Les explications de l’équipe Broad Markets Fixed Income.

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Takeaways & Key Expectations  •  17-sept.-2024

Equity Market Commentary - September 2024 

Andrew Slimmon
"In his September TAKE, Senior Portfolio Manager Andrew Slimmon discusses why, like in previous US Presidential election years, this time of equity market volatility is a period to be a patient and intentional investor, in preparation for a likely strong finish to 2024."

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Caron's Corner  •  16-sept.-2024  •  4:25 Min

Have Glory Days Passed You By? Maybe Not. 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Media Appearance  •  10-sept.-2024

Craig Brandon on Bloomberg Surveillance Radio 

Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins Bloomberg Surveillance Radio to discuss the muni market, its focus on infrastructure, the opportunity in high yield munis right now and how sectors such as commercial real estate may impact the municipal market.

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Insight audio  •  06-sept.-2024  •  33:43 Min

Mark van der Zwan on Resonanz Spotlight: The Evolution of Hedge Fund Investing 

Mark van der Zwan
Mark van der Zwan, Chief Executive Officer for Morgan Stanley Investment Management's Hedge Fund team, appears on Resonanz Spotlight to explore the past, present, and future of hedge fund investing

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Caron's Corner  •  05-sept.-2024  •  8:12 Min

The BEAT for September – Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  04-sept.-2024

The Industrial Reset in Emerging Markets 

Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.

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Caron's Corner  •  26-août-2024  •  7:56 Min

A Tale of Two Economies: The Best of Times, The Worst of Times 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-equity-observer page
Global Equity Observer  •  26-août-2024

Niches : Sortir des sentiers battus  

Richard Perrott
Si nos portefeuilles regorgent de grands groupes possédant des marques solides et reconnues, nous savons par expérience qu’il est aussi possible d’identifier de très bonnes opportunités d’investissement en ciblant des entreprises intervenant sur des segments de niche, en particulier celles jouant un rôle majeur sur un marché spécifique et entretenant d’étroites relations avec leurs clients. Malheureusement, même si cela n’est pas très surprenant, ces entreprises se retrouvent rarement sur le radar des investisseurs et passent fréquemment entre les mailles du filet de l’analyse sell-side.

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alternatives page
Alternatives  •  23-août-2024

All About Alpha: Capturing Returns in Today's Market Environment 

Kara O'Halloran
Discover why the current market is conducive to market-neutral strategies, with the ability to generate alpha on both the long and short sides of portfolios.

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page
Insight Article  •  15-août-2024

A Compelling Opportunity in REITs 

Laurel Durkay
Given the Fed is expected to start cutting interest rates in 2H24, we believe now is an excellent time to consider an allocation to REITs.

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global-fixed-income-bulletin video
GLOBAL FIXED INCOME BULLETIN VIDEO  •  15-août-2024

Video: Can the Fed Take Home a Gold? 

Broad Markets Fixed Income Team
Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.

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Global Fixed Income Bulletin  •  12-août-2024

La Fed peut-elle réussir sa mission ? 

Broad Markets Fixed Income Team
Malgré la réticence de la Fed à s’engager sur une trajectoire monétaire spécifique, les investisseurs obligataires ont repris confiance. Les explications de l’équipe Broad Markets Fixed Income.

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Caron's Corner  •  12-août-2024  •  7:00 Min

There Is Nothing to Fear, but FEAR Itself! 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Market Alert  •  12-août-2024  •  7:09 Min

Market Alert with Andrew Slimmon 

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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Tales From the Emerging World  •  07-août-2024

A New Era in South Africa 

Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.

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alternatives audio
Media Appearance  •  06-août-2024  •  28:05 Min

Jeff Levin & Ashwin Krishnan on InsuranceAUM Podcast 

Jeff Levin, Ashwin Krishnan
Jeff Levin and Ashwin Krishnan discuss private credit, its outlook and where they see opportunities, on InsuranceAUM’s podcast.

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Media Appearance  •  06-août-2024  •  36:45 Min

Aaron Sack on InsuranceAUM Podcast 

Aaron Sack
Head of Morgan Stanley Capital Partners, Aaron Sack, discusses how to build a successful middle market buyout strategy, and the role of private equity in market growth.

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Caron's Corner  •  05-août-2024  •  5:29 Min

The BEAT for August – Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-equity-observer page
Global Equity Observer  •  29-juil.-2024

Le cas Nvidia 

Bruno Paulson, Laura Bottega
Le marché semble dominé par deux croyances, celle de l’invulnérabilité de l’économie américaine et celle de l’impact massif de l’IA générative. Un tel environnement n’est pas des plus favorables pour une philosophie d’investissement qui recherche des gagnants bien établis dont les bénéfices résistent durant les périodes difficiles. Toutefois, les attentes globalement élevées et de plus en plus fortes à l’égard d’une entreprise en particulier, nous rendent nerveux quant aux perspectives du marché. Nous restons fidèles à notre processus de qualité et nous nous concentrons sur la capitalisation absolue à long terme.

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Caron's Corner  •  29-juil.-2024  •  6:55 Min

Introducing our FEAR Framework: Fed, Employment, Assets and Rates  

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Alternatives  •  25-juil.-2024

How Multi-Manager Platforms Find Strength in Numbers 

AIP Hedge Fund Team
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?

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Consilient Observer  •  24-juil.-2024

Which One Is It? Equity Issuance and Retirement 

Michael Mauboussin, Dan Callahan
Consilient Research considers the phenomenon of companies that both issue and retire shares around the same time. This behavior may fail the central goal of capital allocation, which is to buy low and sell high. Which one is it?

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GLOBAL FIXED INCOME BULLETIN VIDEO  •  23-juil.-2024

Video: Roller Coaster Continues as Elections Generate Volatility 

Broad Markets Fixed Income Team
Co-Head of Broad Markets Fixed Income Vishal Khanduja discusses the probability for a U.S. soft landing, the heightened political uncertainty and how investors should think about positioning for volatility.

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Insight Article  •  23-juil.-2024

After Trough NAV Discount Comes Trough NAV 

Laurel Durkay, Simon Robson Brown, Christopher Freemantle
Historically, the trough in European listed real estate NAV discounts has preceded the trough in values and NAVs by around six to nine months. We think this time is no different, and that now we’re at—or very close to—trough NAV for the sector.

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Takeaways & Key Expectations  •  23-juil.-2024

Equity Market Commentary - July 2024 

Andrew Slimmon
In his July TAKE, Senior Portfolio Manager Andrew Slimmon reiterates the rational behavior of the stock market so far this year given corporate fundamentals and stock performance appear closely aligned. And discusses why, in spite of nearer term volatility, the market could finish the year higher still.

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market-monitor page
Market Monitor  •  16-juil.-2024

Floating-Rate Loan Market Monitor – Q2 2024 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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Market Monitor  •  16-juil.-2024

Emerging Markets Debt Monitor – Q2 2024 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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Insight Article  •  16-juil.-2024

Look to securitized markets for alternative sources of yield 

Andrew Szczurowski, Gregory Finck
The impressive performance of corporate credit markets to start the year has prompted many investors to begin seeking out alternative sources of yield and total return in the global fixed income markets.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  16-juil.-2024

Roller Coaster Continues as Elections Generate Volatility 

Fixed Income
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected inflation and increased market expectations of further rate cuts.What was the impact on fixed income markets? The Broad Markets Fixed Income team explains.

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market-monitor page
Market Monitor  •  16-juil.-2024

Municipal Bond Market Monitor – Q2 2024 

Municipal Bond Group
Overview of the trends and developments in the muni bond markets.

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Tales From the Emerging World  •  11-juil.-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

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global-equity-observer page
Global Equity Observer  •  11-juil.-2024

Réflexion indépendante 

William Lock
Si le débat entre gestion active et gestion passive est bien connu, il ne s'agit pas nécessairement d'une décision binaire. Nous pensons que la coexistence de l'investissement indiciel et de la gestion active dans les portefeuilles est tout à fait justifiée. Si les fonds indiciels offrent une large exposition et un accès flexible et bon marché à des thématiques tactiques, il existe toujours une opportunité d'être davantage sélectif, en particulier si l’on considère les biais présents dans les indices. Lorsque les cours des actions sont déconnectés des fondamentaux, les bons sélectionneurs de valeurs peuvent en tirer parti, à condition de disposer d'un horizon temporel plus long et d’une dynamique haussière alimentée par une expansion excessive des multiples.

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Insight Video  •  10-juil.-2024

High Yield Bonds: Three Things to Watch in Today’s Market (Video) 

Dónal Kinsella
Portfolio Manager Dónal Kinsella explains three key areas that high yield bond investors should consider and why a discerning approach to credit selection is key.

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beat page
Mid-Year  •  03-juil.-2024

Key Themes for the Second Half of 2024 

Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.

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Caron's Corner  •  03-juil.-2024  •  6:09 Min

The BEAT for July – Our Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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sustainable-investing page
Sustainable Investing  •  30-juin-2024

Morgan Stanley’s Sustainable Finance Summit Digest 

Calvert Research and Management
Morgan Stanley’s 2024 Annual Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate topical issues related to sustainability.

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global-fixed-income-bulletin video
GLOBAL FIXED INCOME BULLETIN VIDEO  •  25-juin-2024

Video: Lost in the Forest 

Fixed Income Team, Broad Markets Fixed Income Team
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?

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Caron's Corner  •  24-juin-2024  •  5:55 Min

2H 2024: Chasing the White Rabbit, but Where Will it Lead Investors? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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takeaways-key-expectations page
Takeaways & Key Expectations  •  14-juin-2024

Equity Market Commentary - June 2024 

Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon discusses earnings revisions as a major driver of stock performance this year and talks about the importance of using highly active managers and avoiding closet indexers.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  14-juin-2024

Des marchés désorientés 

Broad Markets Fixed Income Team
Malgré une croissance soutenue et une inflation encore élevée (par rapport aux objectifs), les investisseurs obligataires se montrent plus optimistes concernant la trajectoire de la politique de la Fed. Quel est l’impact sur les marchés obligataires ? Les explications de l’équipe Broad Markets Fixed Income.

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sustainable-investing engagement-report page
Engagement Report  •  13-juin-2024

Emerging Markets Equity Annual Stewardship Report 2024 

Eric Carlson, Dana Phillips, Candy Chao, Harrison Jamin
Our Emerging Markets Equity annual stewardship report illustrates our proactive engagement with portfolio companies to navigate operating landscapes and assist them in their growth. Discover how we initiate progress in the global energy transition, tackle regulatory challenges and encourage greater corporate transparency and disclosures, especially with regards to executive compensation issues.

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2024-outlooks page
2024 Outlooks  •  10-juin-2024

Midyear Commodity Outlook: Are Higher Rates Masking Tight Inventories? 

Adam Swinney, Greg Liebl
What's the outlook for commodity markets and what factors are driving commodity trends?

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Insight Video  •  07-juin-2024

Paying Resilience Forward: A Stock Story 

International Equity
Many of the companies that our International Equity team owns aren’t just resilient, but they develop products and services that help other companies build their resilience.

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Caron's Corner  •  05-juin-2024  •  7:04 Min

The BEAT for June – Our Key Themes and Top Trade Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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