market-pulse page
Market Pulse  •  13-juil.-2021

Au-delà de la diversification: les arguments en faveur des fonds multi-actifs 

Andrew Harmstone, Manfred Hui
Il existe deux points clés pour gérer avec succès un portefeuille multiactifs : premièrement, le gérant doit être réellement actif et deuxièmement, il doit gérer son portefeuille en fonction d’un objectif de volatilité et non par rapport à un indice de référence.

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market-pulse page
Market Pulse  •  30-juin-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  •  29-juin-2021  •  4:29 Min

Why the Commodity Boom Can Last 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, thinks the recent surge in commodity prices has years to run.

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market-pulse audio
Market Pulse  •  25-mai-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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market-pulse video
Aperçu video  •  17-mai-2021

Emerging Leaders pour la décennie à venir 

Vishal Gupta
Entretien avec Vishal Gupta, gérant de portefeuille de la stratégie Emerging Leaders.

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market-pulse audio
Market Pulse  •  11-mai-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-mai-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-avr.-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-avr.-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-mars-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-mars-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-mars-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-alert market-pulse audio
Market Alert  •  01-févr.-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 audio
Market Pulse  •  11-janv.-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-déc.-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-déc.-2020  •  7:11 Min

A Few Things Still on the Shopping List: Macro and Politics Do Not Take Days Off 

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  •  07-déc.-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  •  02-déc.-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 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  •  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

Presidential Election Series: The 4 Major Market Implications of a “No Blue Wave” Scenario 

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 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

Presidential Election Series: Expect More Questions Than Answers – and Rising Volatility 

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-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
 
path market-pulse page
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 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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