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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  18 mai 2022

One Step Forward, Two Steps Backs  

Helena Miles
Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.

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Sustainable Investing  •  17 mai 2022

The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy - Video 

Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.

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Caron's Corner  •  16 mai 2022  •  9:28 Min

The Supply Shock Is Turning into a Demand Problem – The Case for Adding Longer Maturity Bonds 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  12 mai 2022

The Path to Gender Diversity 

Seema Hingorani, Marte Borhaug, Yijia Chen
Morgan Stanley Investment Management female leaders discuss gender diversity in the corporate world - its vital role, the progress remaining, and how an engaged investor can advance a gender equality agenda.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  10 mai 2022

Wealth Transfers 

Michael Mauboussin, Dan Callahan
The goal of capital allocation is to put resources to their best use to create long-term value per share for ongoing shareholders. The first major part of capital allocation is investing in the business. The second is transacting with mispriced securities, which introduces the potential for wealth transfers between stakeholders. Astute investors appropriately focus on a management's ability to make investments in the business, but they should also pay attention to management actions with regard to buying and selling the company’s stock.

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Caron's Corner  •  9 mai 2022  •  08:32 Min

The Fed Makes Stocks and Bonds Suffer. Are Jobs Next? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  2 mai 2022  •  11:00 Min

When Good Data Is Bad News: Is the Fed Willing to Break the Market? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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PATH  •  2 mai 2022

Finding Bright Spots Amongst Dark Clouds 

Andrew Harmstone, Manfred Hui
As monetary policy tightens, we share our thoughts on the investment implications and discuss tactical positioning.

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sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
Convergence  •  30 avr. 2022

Culture Quant Framework 

Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.

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Global Fixed Income Bulletin  •  27 avr. 2022

One Small Step for Interest Rates, One Giant Leap for Monetary Policy 

Global Fixed Income Team
March was another brutal month for financial markets, capping one of the worst quarters since the 1980s. Indeed, it did not take long for markets to realize the inflationary/stagflationary implications of the war and resulting sanctions on Russia. The Global Fixed Income team shares its thoughts.

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Caron's Corner  •  25 avr. 2022  •  9:59 Min

Central Banks Gang Up to End Inflation, but Risk Hard Landing… or Worse 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Equity Observer  •  25 avr. 2022

Diversity – Asking Difficult Questions 

Bruno Paulson, Marte Borhaug, Alistair Corden-Llyod
Across the globe, stakeholders – including the International Equity Team – are pushing companies for greater transparency and accountability on Diversity, Equity & Inclusion. The team discusses.

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  20 avr. 2022

The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy 

Steven Quattry, Candy Chao, Jorge Chirino
As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.

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Caron's Corner  •  18 avr. 2022  •  11:50 Min

Does the Rise in Bond Yields Stop Here - or Just Pause? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Emerging Markets Leaders Focus  •  15 avr. 2022

Emerging Markets Leaders Focus: Digitalization  

Vishal Gupta, Arun Kapoor, Steve Sun
In this inaugural edition of the Emerging Markets Leaders Focus the team looks at the outsourcing of Digital IT Services as a structural thematic that should be on investor’s radar.

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Opportunity Optimum  •  14 avr. 2022

Opportunity Optimum 

Kristian Heugh, Marc Fox, Emily Tsui
Welcome to Opportunity Optimum, a writing series in which the Global Opportunity team discusses how and where they are finding the best opportunities to invest capital around the world.

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Insight Article  •  13 avr. 2022

An Evolving Private Markets Landscape 

Patrick Reid
With public markets broadly expected to deliver lower investment returns, it is no surprise that interest in alternatives continues to grow. In this piece, we look at the shifting dynamics within the private markets space and discuss some of the potentially attractive investment opportunities investors should be aware of.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  12 avr. 2022

Emerging Markets ESG and Sustainability - 2022 Report 

Global Emerging Markets Team
EM Equity team report how they actively advocated for sustainable corporate policies during 2021 and share their ESG engagement priorities for 2022.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  12 avr. 2022

Intangibles and Earnings 

Michael Mauboussin, Dan Callahan
The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inconsequential for others. Overall, we estimate that earnings for the S&P 500 would be about 10 percent higher with these changes. This suggests great caution in comparing earnings or valuation multiples over time.

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Tales From the Emerging World  •  7 avr. 2022

The Beijing Put — Stemming The Downward Spiral 

Jitania Kandhari, Amay Hattangadi
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.

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Caron's Corner  •  4 avr. 2022  •  10:22 Min

The Next Recession: Over the Hills and Far Away, or Right Around the Corner? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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PATH  •  1 avr. 2022

La gestion de portefeuilles dans un environnement inflationniste 

Andrew Harmstone, Manfred Hui
Bien que les corrections intervenues cette année semblent être motivées par le contexte plutôt que par les bénéfices, la guerre en Ukraine et les nouveaux confinements en Chine exercent une pression à la hausse sur l'inflation et une pression à la baisse sur la croissance. Le risque est que les marchés connaissent une nouvelle baisse.

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Insight Article  •  31 mars 2022

The Search for Income: Income the Right Way 

Richard Perrott, Bruno Paulson
How can investors access reliable income in the current market environment? The International Equity Team explores.

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Caron's Corner  •  28 mars 2022  •  11:05 Min

How High Can Yields Go Before Something Breaks? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  24 mars 2022

Machine Learning Is Changing the Game for the Next Generation of Consumer Borrowers 

Kenneth Michlitsch
Ken Michlitsch, AIP Alternative Lending Group Portfolio Manager, interviews Upstart CEO David Girouard about the increasingly important role machine learning plays in the consumer lending process.

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Global Fixed Income Bulletin  •  23 mars 2022

Naviguer à travers le brouillard de la guerre 

Global Fixed Income Team
Après s’être inquiétés de la crise sanitaire, les marchés financiers s’inquiètent désormais de l’invasion de l’Ukraine par la Russie. Notre équipe Global Fixed Income vous fait part de ses réflexions.

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Global Equity Observer  •  21 mars 2022

Investir dans un monde extrêmement incertain  

Bruno Paulson
Dans un monde extrêmement incertain, il est judicieux de construire un portefeuille composé de valeurs présentant un historique de performance constant sur la durée. Bruno Paulson commente.

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Caron's Corner  •  21 mars 2022  •  9:59 Min

Is Fed Tightening Negative for Markets? The Answer May Surprise You. 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  16 mars 2022

Feedback 

Michael Mauboussin, Dan Callahan
Continuous process improvement is essential to achieving outstanding long-term outcomes. Receiving timely and accurate feedback—information used as a basis for improvement—can enhance the process and make you a better forecaster. We discuss multiple facets of process improvement, including getting the right people and helping them thrive, the role of organizational structure in fostering good decision making, and specific mechanisms to sharpen execution. We draw on principles from other fields but focus primarily on the investment management industry.

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Caron's Corner  •  16 mars 2022  •  5:30 Min

The Fed Ignores the Downside Risk and Delivers a Hawkish Surprise 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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The Big Picture  •  16 mars 2022

The Big Picture: Key Themes for 2022 

Jitania Kandhari
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, unveils her Key Themes for 2022.

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Caron's Corner  •  14 mars 2022  •  12:27 Min

Reading the Yield Curve To “Shape” Expectations 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Sustainable Investing  •  11 mars 2022

You Are Not Doing ESG Investing 

Vikram Raju
The frequent appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.

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Caron's Corner  •  7 mars 2022  •  10:02 Min

Why the Fed will Raise Rates Despite Market Volatility 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  7 mars 2022

Time for EAFE 

Bruno Paulson
Is now the time to own reasonably priced quality companies with pricing power, many of which are in EAFE? Bruno Paulson explains why the International Equity Team believes so.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  4 mars 2022

Russie – Ukraine : Risques et conséquences en matière d’investissement 

Andrew Harmstone, Manfred Hui
La situation entre la Russie et l'Ukraine s'étant rapidement aggravée, les classes d’actifs qui s’étaient déjà repliées ont subi des corrections encore plus marquées. Nous examinons les conséquences sur l’inflation, la politique monétaire et le positionnement.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  28 févr. 2022

Russia's Invasion of Ukraine 

Jitania Kandhari, Eric Carlson
Jitania Kandhari, Head of Macro and Thematic Research and Eric Carlson, Head of Sustainability, both for the Emerging Markets Equity team, look at Russia’s invasion of Ukraine.

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Global Fixed Income Bulletin  •  28 févr. 2022

Do Central Bankers Need to Calm Down?  

Global Fixed Income Team
The Global Fixed Income Team examine January’s hawkish turn, as leading central banks pivoted towards accelerated monetary tightening, surprising the market.

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Caron's Corner  •  28 févr. 2022  •  14:11 Min

Will Market Risks Become Systemic? The Critical Importance of Liquidity and Funding Metrics 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Engagement Report  •  25 févr. 2022

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.

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Global Equity Observer  •  23 févr. 2022

Le changement climatique : L’affaire de tous 

Alistair Corden-Lloyd, Nic Sochovsky, Vladimir Demine
Le changement climatique est l’affaire de tous Après être intervenus sur cette thématique auprès de 95 % des entreprises en portefeuille au sein de leurs stratégies globales, les membres de l’équipe International Equity évoquent la nécessité de demander des comptes aux entreprises.

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2022 Outlook  •  23 févr. 2022

Déjà vu in 2022 for the Securitized Market 

Gregory Finck, Erin K. Glenn
The Securitized Team believes three factors will drive securitized market performance in 2022.

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Takeaways & Key Expectations  •  14 févr. 2022

Equity Market Commentary - February 2022 

Andrew Slimmon
In his February TAKE, Andrew Slimmon reiterates that 2022 will be a battleground year for the bears and the bulls, offering alpha opportunities for tactical asset allocation.

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Caron's Corner  •  14 févr. 2022  •  11:06 Min

Emerging Market Local Bonds: A Source of Value and Portfolio Diversification 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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2022 Outlook  •  8 févr. 2022

2022 Global Multi-Asset Team Outlook: A Review of the Key Macroeconomic Issues and Investment Themes in 2022 

Cyril Moulle-Berteaux, Sergei Parmenov
Key Macro Issues: COVID-19 Becomes Endemic; Economy Transitions to Stagflation; Regime Shift to Higher Inflation; The End of Free Money and China Exceptionalism. Key Investment Themes: Speculative Mania Bursts; Value Bull Market Continues; The Rise of the Rest (of the World); Commodities Beat Stocks and Bonds.

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Caron's Corner  •  7 févr. 2022  •  13:45 Min

Three Gears for the Fed: Tight, Easy or Neutral… But Can it Find Neutral? 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  2 févr. 2022

The Rise of Hedge Fund Co-Investments 

Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.

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Aperçu video  •  1 févr. 2022

Point sur les marchés émergents - avec Vishal Gupta 

Vishal Gupta
Vishal Gupta, gérant de portefeuille au sein de léquipe Emerging Markets Leaders , évoque dans cette vidéo les opportunités de croissance domestique en Chine et des idées pour tirer parti du phénomène de relocalisation en Inde.

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Caron's Corner  •  31 janv. 2022  •  15:03 Min

FAQs on the Pace and Path of Fed Rate Hikes  

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Aperçu video  •  31 janv. 2022

Point sur les marchés émergents - avec Vishal Gupta 

Vishal Gupta
En portant son regard sur l’année 2021, Vishal Gupta, gérant de portefeuille au sein de l’équipe Emerging Markets Leaders, aborde dans cette vidéo la sélection de thèmes, passe en revue les performances et les sujets ESG.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  27 janv. 2022

Underestimating the Red Queen 

Michael Mauboussin, Dan Callahan
Organisms allocate energy between growth and maintenance and repair. They stop growing when maintenance requires all of the energy. Substitute capital for energy and companies appear to follow a similar trajectory. This is important because you can anticipate a company’s growth only if you understand how much capital it spends on growth versus maintenance. Most executives and investors likely underestimate maintenance spending. Steps toward better understanding include a proper assessment of maintenance capital expenditures and a separation of SG&A into investment and maintenance components.

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Caron's Corner  •  26 janv. 2022  •  9:11 Min

Fed Meeting: A Clear Lack of Clarity 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron's Corner  •  24 janv. 2022  •  13:41 Min

Shift F9: A Fed Policy Reset 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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2022 Outlook  •  20 janv. 2022

Top Trends for Real Estate and REITs in 2022 and Beyond 

Laurel Durkay
The Global Listed Real Assets Team sees favorable macroeconomics and secular tailwinds favoring global real estate and REITs in 2022.

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2022 Outlook  •  18 janv. 2022

En quête de meilleurs résultats - Vidéo 

Marte Borhaug
Les entreprises, confrontées à un monde en mutation et cherchant à obtenir des résultats plus important et plus durables, doivent explorer leur environnement et chercher de nouvelles informations pour survivre. Notre équipe Actions internationales se penche sur la question.

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2022-outlooks active-fundamental-equity Active Fundamental Equity page
2022 Outlook  •  18 janv. 2022

En quête de meilleurs résultats 

Marte Borhaug
Les entreprises, confrontées à un monde en mutation et cherchant à obtenir des résultats plus important et plus durables, doivent explorer leur environnement et chercher de nouvelles informations pour survivre. Notre équipe Actions internationales se penche sur la question.

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2022-outlooks calvert active-fundamental-equity Active Fundamental Equity page
2022 Outlook  •  18 janv. 2022

Impact du risque carbone et de la gestion du capital humain sur les prix des actifs en 2022 

John Streur, Calvert
John Streur, PDG de Calvert Research and Management, s’attend à ce que les mesures prises par les régulateurs, les entreprises et les investisseurs augmentent l’importance accordée aux facteurs ESG dans les décisions d’investissement sur les marchés financiers mondiaux en 2022. Pour en savoir plus, veuillez lire ses perspectives complètes pour 2022.

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2022 Outlook  •  18 janv. 2022  •  1:53 Min

High Yield  

Jeff Mueller
Compared to other asset classes, high yield has proven resilient — even during bouts of volatility in recent years, says Co-Director of High Yield Jeff Mueller at Eaton Vance Management, and he anticipates further resilience in 2022 as long as the global economic recovery continues.

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2022 Outlook  •  18 janv. 2022  •  2:13 Min

Emerging Markets  

Marshall Stocker
According to Co-Director of Emerging Markets Marshall Stocker at Eaton Vance Management, markets have largely priced in the risks facing emerging markets debt, and valuations look much more compelling — allowing our diverse and global investment team to capitalize upon many unique and differentiated country opportunities.

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2022-outlooks page
2022 Outlook  •  18 janv. 2022

Unearthing opportunities in an altered landscape 

John Baur, Marshall Stocker
For every country like Turkey, where heterodox policy is cause for concern, Co-Directors of Emerging Markets at Eaton Vance Management, Marshall Stocker and John Baur highlight the lesser known and overlooked EM success stories. For more, please read their full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18 janv. 2022

Forging Opportunities in a Changing High Yield Market 

Jeff Mueller, Steve Concannon
As demand from U.S. and global institutional investors provides potential support following episodes of weakness, Co-Directors of High Yield at Eaton Vance Management, Jeff Mueller and Steve Concannon discuss potential buying opportunities available to long-term oriented investors. For more, please read their full 2022 outlook.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  18 janv. 2022

La hausse des taux, élément clé de la reprise 

Andrew Harmstone
La situation du marché du travail et la dynamique d'inflation augurent un resserrement de la politique monétaire de la Fed. Notre équipe Global Balanced Risk Control évoque les risques et les opportunités qu’elle aperçoit et nous présente ses opinions tactiques les plus récentes.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2022 Outlook  •  18 janv. 2022

La hausse des taux, élément clé de la reprise - Vidéo 

Andrew Harmstone
La situation du marché du travail et la dynamique d'inflation augurent un resserrement de la politique monétaire de la Fed. Notre équipe Global Balanced Risk Control évoque les risques et les opportunités qu’elle aperçoit et nous présente ses opinions tactiques les plus récentes.

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2022-outlooks video
2022 Outlook  •  18 janv. 2022  •  1:50 Min

Municipal Bonds and Taxes 

Nisha Patel
While it will be hard to surpass the performance of municipal bonds in 2021, Director of Portfolio Management at Parametric, Nisha Patel sees 2022 as another year when investors could benefit from professional management for relative value trading, tax loss harvesting and credit oversight.

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2022-outlooks page
2022 Outlook  •  18 janv. 2022

As Municipal Bonds Remain an Attractive Diversifier, Counteract Absolute Low Rates with Active Management 

Nisha Patel
Director of Portfolio Management Nisha Patel believes the fragmented nature of the municipal bond market and the heavy influence of retail investors may result in inefficiencies that may be exploited to achieve additional return through active management and relative value trading. For more, please read her full 2022 outlook.

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2022-outlooks video
2022 Outlook  •  18 janv. 2022  •  1:52 Min

Floating-Rate-Loans 

Ralph Hinckley
Portfolio Manager Ralph Hinckley believes credit fundamentals are sound, and inflationary environments tend to signal higher interest rates, which tend to benefit loans. After a strong run in 2021, loan returns in 2022 are likely to come from current income, in his view.

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2022-outlooks page
2022 Outlook  •  18 janv. 2022

Loans take center stage as inflation threat grows for 2022 

Ralph Hinckley, Andrew Sveen
In a year when concerns over  tightened monetary policy rising rates and inflation periodically wracked the markets, Co-Director of Bank Loans at Eaton Vance Management, explains why the asset class outperformed in 2021 and why he believes loans deserve consideration  for helping conserve  fixed‐income portfolios in rising rate environments. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18 janv. 2022

2022 Global Equity Outlook Favors Quality Stocks, Non-U.S. Markets 

Chris Dyer, Ian Kirwan
Eaton Vance Management's Director of Global Equity Chris Dyer expects potentially solid economic growth across developed economies in 2022, albeit at a slower pace than the recovery‐driven levels seen in 2021. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18 janv. 2022

Flexibility Will Be Key for U.S. Multisector Income 

Vishal Khanduja, Eaton Vance Management
Director of Investment Grade Fixed Income Portfolio Management and Trading Vishal Khanduja expects inflation to moderate from the most recent spike in 2021 as global supply disruptions and durable goods demand may continue to ease. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18 janv. 2022

A Changing Rate Environment in 2022 Could Benefit Active MBS Investors 

Andrew Szczurowski, Eaton Vance Management
Director of Mortgage-Backed Securities Andrew Scczurowski believes that agency MBS investors could potentially outperform in a rising rate environment by moving up in coupon. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18 janv. 2022

Stay Active to Capitalize on Municipal Bond Opportunities 

Cynthia Clemson, Craig Brandon
In the face of expected increases in tax rates and likely rate hikes from the U.S. Federal Reserve, Co-Directors of Municipal Investments at Eaton Vance Management, Cindy Clemson and Craig Brandon believe that municipal bonds should remain an important and diversified component of a suitable investor’s portfolio. For more, please read their full 2022 outlook.

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2022-outlooks fixed-income Fixed Income page
2022 Outlook  •  18 janv. 2022

L'absence de consensus de marché élargit le champ des possibles 

Jim Caron
Jim Caron, stratège en chef et gestionnaire de portefeuille pour l’équipe mondiale des titres à revenu fixe estime qu'il existe un grand potentiel pour les investisseurs actifs – et sélectifs – qui construisent des portefeuilles de titres à revenu fixe au cours de l’année à venir.

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2022-outlooks calvert active-fundamental-equity Active Fundamental Equity video
2022 Outlook  •  18 janv. 2022

Impact du risque carbone et de la gestion du capital humain sur les prix des actifs en 2022 - Vidéo 

John Streur
Alors que nous construisons l’infrastructure de marché des capitaux nécessaire pour pleinement intégrer les questions ESG dans la valorisation des titres, ce que nous considérons comme essentiel pour soutenir la valeur actionnariale, John Streur, PDG de Calvert Research and Management, partage ses perspectives pour 2022.

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2022-outlooks fixed-income Fixed Income video
2022 Outlook  •  18 janv. 2022

L'absence de consensus de marché élargit le champ des possibles - Vidéo 

Jim Caron
Jim Caron, stratège en chef et gestionnaire de portefeuille pour l’équipe mondiale des titres à revenu fixe estime qu'il existe un grand potentiel pour les investisseurs actifs – et sélectifs – qui construisent des portefeuilles de titres à revenu fixe au cours de l’année à venir.

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2022-outlooks active-fundamental-equity Active Fundamental Equity page
2022 Outlook  •  17 janv. 2022

Saisir les opportunités sur des marchés émergents en pleine mutation 

Jitania Kandhari
Les actions des marchés émergents sont sur le point de faire leur retour en 2022 et au-delà. Jitania Kandhari, directrice adjointe du système Solutions and Multi-Asset Group, gestionnaire de portefeuille pour l’allocation internationale active, responsable de la recherche macroéconomique et thématique pour l’équipe actions des marchés émergents, partage cinq raisons.

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2022-outlooks active-fundamental-equity Active Fundamental Equity video
2022 Outlook  •  17 janv. 2022

Saisir les opportunités sur des marchés émergents en pleine mutation - Vídeo 

Jitania Kandhari
Les actions des marchés émergents sont sur le point de faire leur retour en 2022 et au-delà. Jitania Kandhari, directrice adjointe du système Solutions and Multi-Asset Group, gestionnaire de portefeuille pour l’allocation internationale active, responsable de la recherche macroéconomique et thématique pour l’équipe actions des marchés émergents, partage cinq raisons.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  17 janv. 2022

History Is Not To Be Ignored 

Andrew Slimmon
Andrew Slimmon looks at the history of post-recessionary environments and concludes that despite a less accommodative Fed, equity returns should be in positive territory again in 2022.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2022 Outlook  •  17 janv. 2022

History Is Not To Be Ignored - Video 

Andrew Slimmon
Andrew Slimmon, Senior Portfolio Manager and Head of the Applied Equity Advisors team for the shares his thoughts on 2022.

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global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15 janv. 2022

Déjà vu? No, 2022 Will Not Look Like 2021 

Global Fixed Income Team
How impactful will Omicron be? How much should markets fear the Fed? Will inflation slow? The Global Fixed Income Team examine the prevailing market dynamics.

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2022-outlooks real-assets Real Assets page
2022 Outlook  •  14 janv. 2022

Perspectives 2022 de l’immobilier mondial : la philosophie d’investissement de fin de cycle est en avance 

Morgan Stanley Real Estate Investing
En 2021, la forte reprise a propulsé l’économie mondiale au milieu d’un cycle conjoncturel ordinaire. En prévision du ralentissement de la croissance du PIB et du resserrement monétaire à venir, Morgan Stanley Real Estate Investing se penche sur les répercussions potentielles de cette nouvelle phase sur la classe d’actifs.

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2022-outlooks real-assets Real Assets page
2022 Outlook  •  14 janv. 2022

2022 Global Real Estate Outlook Late-Cycle Investing Philosophy Comes Early 

Morgan Stanley Real Estate Investing
2021 swift economic recovery has propelled the global economy to the mid-phase of a typical economic cycle. With GDP growth expected to moderate, and monetary policy to tighten, Morgan Stanley Real Estate Investing examine what the new phase may mean for the asset class.

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2022-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2022 Outlook  •  13 janv. 2022

Hedge Funds in 2022: Changing With Changing Risk 

Mark van der Zwan
Our AIP Hedge Fund Solutions team examines the changing nature of risk that we can expect to see in 2022. Rising volatility and performance dispersion creates an opportunity for hedge fund managers in the new year.

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2022-outlooks page
2022 Outlook  •  12 janv. 2022

Seizing Opportunity With Value Equity in 2022 

The Eaton Vance Value Equity Team makes the case for Value investing in 2022.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  12 janv. 2022

Trois événements et un rebond 

Andrew Harmstone, Manfred Hui
Alors que nous entrons dans l’année 2022, le variant Omicron continue de se propager, la Fed durcit son discours et le projet de loi « Reconstruire en mieux » de Joe Biden subit des revers. Néanmoins, les actions devraient continuer à surperformer les obligations et à générer une performance raisonnable, grâce à des perspectives de croissance solides.

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carons-corner fixed-income Fixed Income audio
Caron's Corner  •  10 janv. 2022  •  12:51 Min

Why the Fed’s Balance Sheet May Matter More than Rate Hikes 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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2022-outlooks fixed-income Fixed Income page
2022 Outlook  •  5 janv. 2022

Les spreads de crédit soutenus par les résultats des entreprises  

Global Fixed Income Team
L’équipe mondiale des titres à revenu fixe partage son point de vue sur le marché du crédit au cours de l’année à venir.

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sustainable-investing private-credit-and-equity Private Credit & Equity page
Sustainable Investing  •  4 janv. 2022

Push and Pull Factors Drive the Evolution of Sustainable Investing in Private Markets 

Vikram Raju, Navindu Katugampola, Alice Vilma
The importance of sustainability continues to increase in the private markets. Here we examine the factors, such as government legislation and client preferences, that are driving the change and evolution towards better sustainable investing practices.

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global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  31 déc. 2021

2022 Global Multi-Asset Investment Outlook 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 2022 Global Multi-Asset Investment Outlook.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  30 déc. 2021

Vers la lune, l’investissement de qualité et la blockchain 

Alex Gabriele
La technologie blockchain ne sert pas seulement de support aux cryptomonnaies. Elle recèle en elle le potentiel de modifier les dynamiques industrielles existantes et d’encourager la coopération entre les concurrents naturels, ce qui devrait se traduire par des gains d'efficience et une plus grande qualité, comme l’explique Alex Gabriele, de l’équipe Actions internationales.

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edge active-fundamental-equity Active Fundamental Equity page
EDGE  •  26 déc. 2021

Drones 

Counterpoint Global
After decades of development in garages and hobby shops, small drones are finally ready to make an impact in the enterprise. We discuss the evolution of enterprise drones and how the technology could disrupt small package delivery and aerial data collection. We also discuss the regulatory and societal challenges facing the enterprise drone industry today and highlight recent progress towards overcoming those challenges.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  22 déc. 2021

Equity Market Commentary - December 2021 

Andrew Slimmon
In his December TAKE Andrew Slimmon suspects that the Bulls will outshine the Bears yet again in 2022.

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global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15 déc. 2021

And the Beat Goes On … 

Global Fixed Income Team
Uncertainty around Omicron in conjunction with hawkish central banks has upended credit and equity markets. How will this affect the growth/inflation nexus?