| 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 • 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 • 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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| 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 • 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 • 5 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 • 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.
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| 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 • 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 • 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 • 2 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 • 1 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 • 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.
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| 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 • 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 • 7 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 • 2 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 • 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 • 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 • 9 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 • 5 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 • 2 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 • 30 oct. 2020 • 09:39 Min | |
The Markets and Presidential Elections Through a Historical Lens
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.
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| INSIGHT AUDIO • 30 oct. 2020 | |
Presidential Election Series With Jim Caron
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| 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 • 7 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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