Global Equity Observer
17 mai 2019
With shadow banking subdued, the International Equity Team considers the risks involved in the new Chinese corporate debt.
|
|
|
Global Fixed Income Bulletin
16 mai 2019
The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.
|
|
|
Market Outlook
15 mai 2019
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.
|
|
|
Investment Insight
15 mai 2019
In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.
|
|
|
Sustainability Insight
10 mai 2019
The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.
|
|
|
Investment Insight
10 mai 2019
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
|
|
|
Market Pulse
6 mai 2019
U.S.-China trade talks seem to be at an impasse. Jim Caron, Global Fixed Income Team, shares why he believes the global market impact of these talks is not a systemic market event…yet
|
|
|
Market Pulse
2 mai 2019
The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron from the Global Fixed Income Team shares his views.
|
|
|
Market Outlook
30 avr. 2019
Global central banks look to extend the economic cycle not end it. Jim Caron reviews the first quarter and shares his outlook for the rest of 2019.
|
|
|
Analyses macroéconomiques
29 avr. 2019
Une gestion efficace des risques nécessite de comprendre la différence essentielle entre les événements « risqués » et les événements « incertains ». Nous explorons cette question et les solutions possibles dans nos dernières perspectives : " Il était une fois le Risque".
|
|
|
Investment Focus
29 avr. 2019
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
|
|
|
Global Fixed Income Bulletin
17 avr. 2019
Les investisseurs sont optimistes et pensent que les marchés sont sur la bonne voie pour le reste de l’année 2019. Nous sommes d’accord avec eux ! Selon notre équipe obligataire mondiale, les politiques monétaires accommodantes et la baisse des rendements réels vont soutenir les économies et entraîner un allongement du cycle économique.
|
|
|
Sustainability Insight
17 avr. 2019
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
|
|
|
Insight ESG
16 avr. 2019
L’équipe de gestion Actions internationales présente sa dernière gamme de fonds (« Global Sustain ») et explique pourquoi la connaissance des facteurs ESG est essentielle en matière de capitalisation.
|
|
|
Global Equity Observer
12 avr. 2019
L’équipe Actions internationales s’interroge : est-ce le moment de mettre en place un filet de sécurité pour la fin du cycle ?
|
|
|
Analyses macroéconomiques
12 avr. 2019
Ric Ford, responsable mondial du crédit, nous explique comment, selon lui, l'inversion des facteurs négatifs est en train de créer des perspectives favorables pour l'Europe et le crédit européen.
|
|
|
Sustainability Insight
4 avr. 2019
Vishal Gupta explains how ESG is integrated into the Emerging Markets Leaders investment process.
|
|
|
Sustainability Insight
3 avr. 2019
Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.
|
|
|
Global Multi-Asset Viewpoint
31 mars 2019
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Cyclical Assets Have Room to Outperform as Global Growth Recovers"
|
|
|
Sustainability Insight
27 mars 2019
Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.
|
|
|
Sustainability Insight
27 mars 2019
Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.
|
|
|
Sustainability Insight
27 mars 2019
William Lock explains why there is no need for compromise between returns and principles.
|
|
|
Sustainability Insight
27 mars 2019
Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
|
|
|
Global Fixed Income Insights
27 mars 2019
The increasingly popular narrative of modern monetary theory is causing people to question the Fed's monetary policy. Jim Caron discusses how applying this theory may have long-term economic risks.
|
|
|
Global Fixed Income Bulletin
20 mars 2019
L’assouplissement des politiques des banques centrales, les relations sino-américaines et le Brexit ont soumis les marchés à d’importantes incertitudes. Et maintenant, où allons-nous ? Notre équipe obligataire mondiale livre son point de vue.
|
|
|
Market Outlook
19 mars 2019
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
|
|
|
Analyses macroéconomiques
19 mars 2019
Les grands programmes d’infrastructure pourraient être la clé pour réduire le risque d’une récession mondiale et remettre l’économie « à nouveau sur la route ».
|
|
|
Market Outlook
19 mars 2019
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
|
|
|
GLOBAL EQUITY OBSERVER
13 mars 2019
Découvrez pourquoi un management qui devient « stratégique » est un signal d’alerte pour l’équipe Actions internationales.
|
|
|
Media Appearance
11 mars 2019
Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.
|
|
|
Sustainability Insight
7 mars 2019
The Global Opportunity Team shares its new annual report on ESG engagement activity.
|
|
|
Investment Insight
28 févr. 2019
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.
|
|
|
Global Multi-Asset Viewpoint
28 févr. 2019
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Australia Housing Bubble Starting to Deflate "
|
|
|
Market Outlook
28 févr. 2019
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
|
|
|
Market Outlook
25 févr. 2019
2019 is all about the earnings. Bruno Paulson discusses 2018 and why Global Brands’ defensive characteristics will continue to be needed this year.
|
|
|
Analyses macroéconomiques
25 févr. 2019
L'équipe de gestion obligataire partage les raisons pour lesquelles elle considère que les
portefeuilles de taux en euro peuvent être mieux gérés par un seul gérant de portefeuille pour l’ensemble des actifs.
|
|
|
Macro Insight
21 févr. 2019
In late 2018, the GBaR team’s defensive positioning helped protect portfolios from falling equity markets. A common question from clients as the team entered 2019 was ‘what would make you more positive on equities?’ Watch Christian Goldsmith, Portfolio Specialist of the GBaR team’s latest market update video to explain.
|
|
|
Global Fixed Income Bulletin
20 févr. 2019
Janvier 2018 semblait prometteur, mais la suite s’est révélée décevante. Faut-il s’attendre à une tendance identique en 2019 ? Notre équipe de gestion obligataire, s'attend à un scénario différent.
|
|
|
Investment Focus
20 févr. 2019
What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.
|
|
|
Global Equity Observer
20 févr. 2019
Janvier s’est accompagné de meilleures nouvelles, mais attention à ne pas s’écarter de la voie de la qualité, prévient Bruno Paulson, membre de l’équipe Actions internationales - nous ne sommes pas encore tirés d’affaire.
|
|
|
Market Outlook
19 févr. 2019
Cette vidèo contient un court résumé du dernier commentaire mensuel de Andrew Harmstone
|
|
|
Analyses macroéconomiques
19 févr. 2019
Le changement climatique nous amène vers des « points de bascule » politiques, économiques et sociaux. L’équipe GBaR MSIM en examine les implications pour les investisseurs.
|
|
|
Global Multi-Asset Viewpoint
31 janv. 2019
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".
|
|
|
Market Outlook
23 janv. 2019
Jim Caron reviews the fourth quarter of 2018 and shares his outlook on how cash may be dethroned as king in 2019.
|
|
|
Investment Insight
22 janv. 2019
While alternative risk premia have existed for some time—and have long been used by hedge funds—they have only recently begun to be evaluated by a broad swath of investors. Given the growth of investor interest in this space, we thought it timely to share our insights on what constitutes effective due diligence.
|
|
|
Global Fixed Income Bulletin
22 janv. 2019
Après une fin 2018 agitée, que nous réserve cette nouvelle année ? L’équipe de gestion obligataire de Morgan Stanley livre ses perspectives d'investissement pour 2019.
|
|
|
CONSEIL DE DÉVELOPPEMENT DURABLE
15 janv. 2019
Morgan Stanley Investment Management, en partenariat avec le Morgan Stanley Institute for Sustainable Investing, a annoncé ce jour le lancement de l’Investment Management Sustainable Investing Council, qui constitue une étape importante de son engagement sans faille en faveur de l’investissement durable.
|
|
|
Global Equity Observer
15 janv. 2019
Est-ce que la diminution des bénéfices et l’assèchement des liquidités pourraient se révéler néfaste pour le prix des actifs ? Où se réfugier ? Demandez à l’équipe International Equity.
|
|
|
Connecting the Dots
15 janv. 2019
In this article, Swanand Kelkar looks back at the tumultuous events of 2018 and reflects upon the lessons he learned as an investor.
|
|
|
Insight ESG
7 janv. 2019
Peut-on déployer une approche ESG dans un portefeuille obligataire sans sacrifier le rendement ? Pour notre équipe de Gestion obligataire, la réponse à cette question est un grand « OUI ».
|
|
|
Market Outlook
31 déc. 2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary
|
|
|
Macro Insight
31 déc. 2018
India's economy is showing green shoots of recovery following the ambitious reforms of 2016-2017. We discuss why we believe this could be an opportune time to position in India.
|
|
|
Global Multi-Asset Viewpoint
31 déc. 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Key Investment Themes Into 2019"
|
|
|
Global Fixed Income Insights
28 déc. 2018
Trying to figure out which asset class could become a break-out performer in 2019? The Convertible Bond Team discusses how convertible bonds can be a valuable portfolio diversification tool, amid higher rates and volatility next year.
|
|
|
Market Outlook
20 déc. 2018
As we look ahead to the new year, the key question for liquidity investors is what is the Federal Reserve’s neutral rate. This inferred rate will likely determine the path of interest rates in 2019 and beyond, as the Fed shifts their policy towards managing around neutral.
|
|
|
Analyse d’investissement
18 déc. 2018
Les robots sont en train de révolutionner plusieurs marchés grâce aux améliorations apportées aux capteurs, aux logiciels et aux pinces de préhension qui inaugurent une nouvelle ère dans le domaine de la robotique. L’équipe croissance de MSIM examine cette tendance.
|
|
|
GLOBAL EQUITY OBSERVER
17 déc. 2018
La rapidité du lièvre peut souvent sembler plus attrayante en matière d’investissement, mais si vos objectifs s’inscrivent dans un horizon à long terme, alors la tortue est un choix mieux adapté. Bruno Paulson aborde la question des valeurs de capitalisation.
|
|
|
Global Fixed Income Insights
17 déc. 2018
2018 was a challenging year for emerging markets, but the market may be setting up the asset class for a rebound in 2019. The Emerging Markets Debt Team discusses.
|
|
|
Global Fixed Income Insights
17 déc. 2018
Strong consumer credit conditions are painting a positive outlook for securitized assets in the year ahead. The Securitized Asset Team discusses
|
|
|
Sustainability Insight
17 déc. 2018
Scoring funds on ESG criteria is common, but is it useful? Bruno Paulson shares his view.
|
|
|
Market Outlook
17 déc. 2018
Morgan Stanley’s European Equity Team discusses whether there are reasons for optimism for investing in Europe in 2019.
|
|
|
Sustainability Insight
14 déc. 2018
The higher the quality of a company, the more important its governance, says William Lock of Morgan Stanley.
|
|
|
Global Fixed Income Bulletin
14 déc. 2018
Les températures refroidissent, les marchés s'enrhument. L’équipe de gestion obligataire de Morgan Stanley livre ses perspectives d'investissement pour 2019.
|
|
|
Sustainability Insight
13 déc. 2018
Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.
|
|
|
Macro Insight
13 déc. 2018
What is in store for emerging markets after the mania for tech passes? The Global Emerging Markets Team shares their perspective.
|
|
|
2019 Outlook
12 déc. 2018
Counterproductive government policies across markets have weakened the global economy. Many started with sound intentions, some outlived their usefulness and all were exacerbated by the trade war.
|
|
|
Global Fixed Income Insights
10 déc. 2018
Will it be a soft, bumpy or hard landing from the highs of 2018? We believe the answer lies with four market challenges: caffeine, credit, china and chameleons.
|
|
|
Investment Insight
9 déc. 2018
As quantitative easing ends, investors should prepare themselves for higher volatility. We believe hedge funds are well positioned to exploit opportunities in a way that other managers simply can’t.
|
|
|
Investment Focus
3 déc. 2018
In their latest paper, the Real Assets Research and Investing team investigate the impact of coworking on the office sector
|
|
|
Global Multi-Asset Viewpoint
30 nov. 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Case for Higher Gold Prices ”
|
|
|
GLOBAL EQUITY OBSERVER
15 nov. 2018
La guerre (commerciale) - À quoi sert-elle ? L’avis de l’équipe Actions internationales
|
|
|
Global Fixed Income Bulletin
12 nov. 2018
Octobre n’a pas failli sa réputation désastreuse en matière de volatilité des marchés. À quoi peut-on s’attendre pour les prochains mois ? Notre équipe obligataire mondiale livre son point de vue.
|
|
|
Market Pulse
5 nov. 2018
Many are consumed with calling the next recession, but is stronger growth here to stay? Jim Caron discusses.
|
|
|
Market Outlook
30 oct. 2018
Andrew Slimmon discusses the connection between euphoria, investor psychology and secular bull market cycles.
|
|
|
Investment Insight
26 oct. 2018
Crisis risk offset is a term used to describe a group of strategies that seek to perform well in the event of an equity market collapse. In this paper, the MSIM Managed Futures Team explains why an allocation to such non-correlated strategies has the potential to dampen the impact of equity market volatility and enhance the expected risk-adjusted returns of an investor’s portfolio.
|
|
|
Global Equity Observer
18 oct. 2018
L'équipe actions internationales explique pourquoi une orientation ESG est essentielle à l’accumulation de valeur à long terme.
|
|
|
Market Outlook
17 oct. 2018
Jim Caron provides his review of the third quarter of 2018 and his outlook on market opportunities.
|
|
|
Sustainability Insight
12 oct. 2018
The inaugural edition of Engage, the International Equity Team’s new semi-annual update on their ESG engagement activity.
|
|
|
Market Pulse
11 oct. 2018
Jim Caron discusses the recent market volatility and how there is a mathematical explanation.
|
|
|
Global Fixed Income Bulletin
10 oct. 2018
L’équipe de gestion obligataire internationale se demande si la croissance vigoureuse des États-Unis est encore une bonne chose pour l'économie mondiale.
|
|
|
Investment Insight
8 oct. 2018
In much the same way that long-only investors have considered “passive” investing as a way to adjust their exposures efficiently and to reduce cost, alternatives investors have begun to explore systematic and index-based solutions—such as “alternative risk premia”—as a way to achieve those same objectives. In this paper, we seek to introduce the concept of alternative risk premia, explain how investors can access them, and present the potential benefits and drawbacks associated with them.
|
|
|
Macro Insight
4 oct. 2018
Since late spring, there has been a sharp divergence in performance between the U.S. and the rest of the world, with investors flocking into the U.S. market. We expect this spike to fully correct eventually and the recent volatility has provided signs of this, though there may be further to go.
|
|
|
Macro Insight
4 oct. 2018
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
|
|
|
Analyses macroéconomiques
30 sept. 2018
Compte tenu de sa rareté, le capital humain doit être protégé et développé. Au-delà des tendances mondiales, nous montrons comment le dialogue avec les employés, la flexibilité, la formation et la diversité attirent les talents et renforce la compétitivité.
|
|
|
Global Multi-Asset Viewpoint
25 sept. 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “EM FX Crisis Playbook”
|
|
|
Global Fixed Income Insights
20 sept. 2018
Richard Lindquist, Head of Global High Yield, discusses how in a world of rising interest rates, he believes middle market high-yield may be the best place to be in the bond market.
|
|
|
Global Fixed Income Insights
19 sept. 2018
Jim Caron analyses economic cycle indicators and concludes we are closer to the mid-point of the cycle rather than the late point.
|
|
|
Global Fixed Income Bulletin
17 sept. 2018
L’équipe obligations internationales se penche sur les tensions qui ont agité les marchés en août : étaient-elles principalement idiosyncrasiques ou imputables à des problématiques plus systémiques ?
|
|
|
Global Equity Observer
17 sept. 2018
En réponse aux dernières turbulences sur les marchés émergents, l'équipe Actions internationales considère que se concentrer sur les fondamentaux est la meilleure façon d'éviter la perte en capital.
|
|
|
Media Appearance
13 sept. 2018
Jim Caron appeared on CNBC to discuss the recent European Central Bank meeting and his outlook for the Fed.
|
|
|
Market Outlook
11 sept. 2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the September 2018 Monthly Commentary.
|
|
|
Macro Insight
7 sept. 2018
We’re undergoing a seismic shift in fixed income and portfolio manager Jim Caron, discusses why you should consider if you're prepared for the changing landscape.
|
|
|
Investment Insight
5 sept. 2018
Today, alternative lenders are using customer-focused technology to rethink legacy bank businesses, with fintech addressing rapidly evolving borrower expectations.
|
|
|
Investment Insight
4 sept. 2018
Global Macro is an investment style that is highly opportunistic and has the potential to generate strong risk-adjusted returns in challenging markets. Against a backdrop of geopolitical uncertainty and potentially increased volatility, we felt it would be timely to share our insights on the space and explain why we believe now could be an opportune time to make an allocation to Global Macro.
|
|
|
Global Multi-Asset Viewpoint
31 août 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Eventual Turn of U.S. Outperformance?”
|
|
|
Media Appearance
30 août 2018
Andrew Slimmon appeared on CNBC Power Lunch to discuss whether the U.S. or emerging markets are a better bet for investors.
|
|
|
Macro Insight
29 août 2018
Eric Baurmeister, Head of the Emerging Markets Debt Team, discusses the changing state of the emerging markets, opportunities he sees going forward and how his team is built to adapt to these changes.
|
|
|
Media Appearance
29 août 2018
Jim Caron appeared on Bloomberg Daybreak: Americas to examine revised U.S. second-quarter economic growth.
|
|
|
Media Appearance
29 août 2018
Jim Caron appeared on Bloomberg TV to discuss the potential market impact of a new Nafta trade agreement.
|
|
|
Media Appearance
19 août 2018
Andrew Slimmon discusses the current state of the markets on CNBC Closing Bell Exchange.
|
|
|
Global Equity Observer
15 août 2018
Une chose est sûre : la prochaine phase de repli économique sera différente de la précédente. L’équipe Actions internationales s’interroge sur les secteurs véritablement défensifs.
|
|
|
Global Fixed Income Bulletin
15 août 2018
L’équipe de gestion obligataire internationale est d’avis que les valorisations sont exagérées et que la volatilité pourrait bien être amenée à repartir.
|
|
|
Analyses macroéconomiques
14 août 2018
Alors que l’expansion mondiale se poursuit, certains estiment que le cycle économique pourrait toucher à sa fin. Quels devraient être les points à surveiller pour les investisseurs obligataires dans ce contexte ?
|
|
|
Analyses macroéconomiques
9 août 2018
Les tensions commerciales et douanières ont pesé sur les investissements productifs des entreprises et grippé les rouages de l'économie mondiale, qui progresse toujours mais plus difficilement.
|
|
|
Market Outlook
9 août 2018
Les tensions commerciales et douanières ont pesé sur les investissements productifs des entreprises et grippé les rouages de l'économie mondiale, qui progresse toujours mais plus difficilement.
|
|
|
Market Outlook
2 août 2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the August 2018 Mid-Month Commentary.
|
|
|
Market Outlook
26 juil. 2018
Jim Caron provides his review of the second quarter of 2018 and his outlook on market opportunities.
|
|
|
Connecting the Dots
19 juil. 2018
In this article, Swanand Kelkar discusses the trend that the Indian household, over the next few years, will increasingly lever itself up and spend on consumption.
|
|
|
Global Equity Observer
17 juil. 2018
Les environnements de marché changent constamment, parfois violemment. L’équipe Actions Internationales s’interroge : est-ce la fin du monde tel que nous le connaissons ?
|
|
|
Global Fixed Income Bulletin
16 juil. 2018
L'équipe Obligations Mondiales explique comment les actifs américains ont contribué à la performance de l’année et en quoi certaines grandes tendances macro devraient dominer le reste de l'année.
|
|
|
Media Appearance
12 juil. 2018
Jim Caron appeared on CNBC Santelli Exchange to discuss rising consumer prices and yield curve flattening.
|
|
|
Investment Insight
9 juil. 2018
The International Equity Team’s Laura Bottega poses some topical questions about the team’s MS INVF Global Brands and Global Quality Funds to portfolio manager Bruno Paulson
|
|
|
Global Fixed Income Insights
9 juil. 2018
The Global Fixed Income Team discusses why the yield curve is flattening and why they are not overly worried about it.
|
|
|
Dans les médias
1 juil. 2018
Dans cet article Prêt au changement : « La transition du bêta vers l’alpha », Jim Caron évoque le nouveau cycle de hausse des taux, qui oblige les gérants obligataires à repenser leur gestion.
|
|
|
Connecting the Dots
1 juil. 2018
The Indian Equity team discuss the implications of macro data on portfolio construction and their stock picking approach.
|
|
|
Market Outlook
30 juin 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the June 2018 Monthly Commentary.
|
|
|
Global Multi-Asset View Point
30 juin 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Renminbi: End of the Impossible Trinity?”
|
|
|
Media Appearance
22 juin 2018
Head of Counterpoint Global Team, Dennis Lynch, shares his best advice for one day conquering Wall Street.
|
|
|
Media Appearance
20 juin 2018
Business Insider selected MSIM’s Head of Counterpoint Global Team, Dennis Lynch, to engage in a series of exclusive interviews. Dennis Lynch reveals the epiphany that shaped his investment career.
|
|
|
Macro Insight
20 juin 2018
MSCI’s inclusion of China A-shares into global indices will likely boost investor focus. The Global Emerging Markets Team discusses opportunities in this vast and largely uncharted portion of China’s complex markets.
|
|
|
Global Equity Observer
18 juin 2018
Ne perdez pas d’argent – l’équipe Actions internationales explique comment atténuer ce risque majeur grâce à des investissements de grande qualité.
|
|
|
Global Fixed Income Bulletin
15 juin 2018
L’équipe de gestion obligataire revient sur l’évolution schizophrénique des marchés financiers au mois de mai, marqués par des épisodes d’aversion et d’appétit pour le risque, et prévoit une volatilité obstinément élevée.
|
|
|
Sustainability Insight
11 juin 2018
In a survey of institutional investors, 70% said they are integrating sustainable investing into their investment process, signaling just how quickly the ESG imperative is catching on.
|
|
|
Market Outlook
1 juin 2018
L'évolution générale vers une utilisation plus efficace de l’énergie peut potentiellement bouleverser pratiquement tous les secteurs, accroître la productivité, améliorer les bénéfices des entreprises et stimuler l’investissement.
|
|
|
Market Outlook
1 juin 2018
L'évolution générale vers une utilisation plus efficace de l’énergie peut potentiellement bouleverser pratiquement tous les secteurs, accroître la productivité, améliorer les bénéfices des entreprises et stimuler l’investissement.
|
|
|
Global Multi-Asset View Point
31 mai 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: "Been Down So Long / It Seem Like Up To Me"
|
|
|
Market Outlook
31 mai 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the May 2018 Monthly Commentary.
|
|
|
Global Fixed Income Insights
21 mai 2018
The Emerging Markets Debt Team addresses some of economist Carmen Reinhart's recent statements as well as other popular misconceptions about emerging markets.
|
|
|
Investment Insight
18 mai 2018
Applied Equity Advisors combines factor investing with stock-specific research. Tapping both sources of excess returns helps us achieve greater consistency of returns and avoid behavioral pitfalls.
|
|
|
Global Equity Observer
17 mai 2018
Les produits de consommation de base ont-ils encore un pouvoir de fixation des prix? L'équipe actions internationales le croit, les entreprises de croissance bien gérées l'ont toujours.
|
|
|
Investment Insight
15 mai 2018
The Counterpoint Global Team examines Blockchain, the technology behind cryptocurrencies and its potential disruptive power.
|
|
|
Analyse d’investissement
15 mai 2018
L’équipe Counterpoint Global examine la Blockchain, la technologie à la base des cryptomonnaies, et son éventuel pouvoir disruptif.
|
|
|
Global Fixed Income Bulletin
11 mai 2018
L'équipe obligations internationales explique comment nous avons pu voir les marchés se stabiliser en avril, mais comment de nouvelles données économiques (meilleures ou moins bonnes) pourraient forcer le marché à modifier ses prévisions.
|
|
|
Media Appearance
4 mai 2018
In an exclusive interview with Bloomberg, Kristian Heugh explains why he and his team remain steadfast on the opportunities for bottom-up stock pickers in Asia, and believers in the Warren Buffett-inspired strategy that’s helped them stay ahead of peers.
|
|
|
Tales from the Emerging World
1 mai 2018
The Global Emerging Markets Team examines the reason for recent market jitters, and debates whether Trump’s latest threats really have an impact.
|
|
|
Media Appearance
29 avr. 2018
In an interview with Hong Kong's South China Morning Post, China A Share portfolio manager, Gary Cheung describes how companies that offer services to China's growing middle class, along with tourism and environmental technology are areas where growth prospects can be easily seen.
|
|
|
Macro Insight
27 sept. 2017
William Lock explique pourquoi il est convaincu que les actifs incorporels d’une société sont essentiels pour obtenir des rendements élevés de façon durable.
|
|
|
Macro Insight
27 sept. 2017
William Lock explains why he believes a company’s intangible assets are integral to achieving sustainably high returns.
|
|
|
Investment Insight
31 août 2017
The Counterpoint Global Team researches autonomous vehicles, which use a suite of sensors, actuators and a central computer to "perceive" the environment and automate the driving process. This technology could change our conception of personal transportation.
|
|
|
Investment Insight
9 juin 2017
Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.
|
|
|
Investment Insight
28 avr. 2017
The Counterpoint Global Team examines machine learning, a new way to train computer systems to generate insights from data and apply those insights to new situations.
|
|
|
Macro Insight
25 avr. 2017
Bruno Paulson explains why consumer staples performance is more about earnings than interest rates.
|
|
|
Investment Insight
31 janv. 2017
The Counterpoint Global Team analyzes clustered regularly interspaced short palindromic repeats (CRISPR), a tool for genetic research that could birth new industries and disrupt existing medical treatments.
|
|
|
Sustainability Insight
9 janv. 2017
ESG factors are integral to assessing the quality of a company. A holistic approach to sustainability may help minimize risk events and identify opportunities characterized by competitive advantages.
|
|
|
Video
1 mars 2016
Kristian Heugh defines the key differentiators and core values of his team’s investment process, focusing on competitive advantage and quality companies able to create value through growth.
|
|
|
