sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
Sustainable Investing
• 17 mai 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 16 mai 2022
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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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active-fundamental-equity
Active Fundamental Equity
page
Insight Article
• 12 mai 2022
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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
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 9 mai 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 2 mai 2022
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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
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 2 mai 2022
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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
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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
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 27 avr. 2022
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Global Fixed Income Team
Les marchés financiers ont encore souffert au mois de mars, faisant de ce premier trimestre 2022 l'un des pires trimestres depuis les années 1980. Il n’a pas fallu longtemps aux marchés pour se rendre compte des conséquences inflationnistes/stagflationnistes de la guerre et des sanctions imposées à la Russie. Notre équipe Global Fixed Income vous fait part de ses réflexions.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 25 avr. 2022
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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
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 25 avr. 2022
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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
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 18 avr. 2022
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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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active-fundamental-equity
Active Fundamental Equity
page
Emerging Markets Leaders Focus
• 15 avr. 2022
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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
active-fundamental-equity
Active Fundamental Equity
page
Opportunity Optimum
• 14 avr. 2022
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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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solutions-and-multi-asset
Solutions & Multi-Asset
page
Insight Article
• 13 avr. 2022
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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
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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
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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
active-fundamental-equity
Active Fundamental Equity
page
Tales From the Emerging World
• 7 avr. 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 4 avr. 2022
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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
solutions-and-multi-asset
Solutions & Multi-Asset
page
PATH
• 1 avr. 2022
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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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active-fundamental-equity
Active Fundamental Equity
page
Insight Article
• 31 mars 2022
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Richard Perrott,
Bruno Paulson
How can investors access reliable income in the current market environment? The International Equity Team explores.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 28 mars 2022
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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-fixed-income-bulletin
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 23 mars 2022
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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
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 21 mars 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 21 mars 2022
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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
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 16 mars 2022
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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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active-fundamental-equity
Active Fundamental Equity
page
The Big Picture
• 16 mars 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 14 mars 2022
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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
private-credit-and-equity
Private Credit & Equity
page
Sustainable Investing
• 11 mars 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 7 mars 2022
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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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active-fundamental-equity
Active Fundamental Equity
page
Insight Article
• 7 mars 2022
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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
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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
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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
fixed-income
Fixed Income
page
Global Fixed Income Bulletin
• 28 févr. 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 28 févr. 2022
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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
active-fundamental-equity
Active Fundamental Equity
page
Engagement Report
• 25 févr. 2022
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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
active-fundamental-equity
Active Fundamental Equity
page
Global Equity Observer
• 23 févr. 2022
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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-outlooks
fixed-income
Fixed Income
page
2022 Outlook
• 23 févr. 2022
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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
solutions-and-multi-asset
Solutions & Multi-Asset
page
Takeaways & Key Expectations
• 14 févr. 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 14 févr. 2022
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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
solutions-and-multi-asset
Solutions & Multi-Asset
page
2022 Outlook
• 8 févr. 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 7 févr. 2022
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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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solutions-and-multi-asset
Solutions & Multi-Asset
page
Insight Article
• 2 févr. 2022
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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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market-pulse
active-fundamental-equity
Active Fundamental Equity
video
Aperçu video
• 1 févr. 2022
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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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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
Sustainable Investing
• 31 janv. 2022
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Vladimir Demine, Candida de Sliva
In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 31 janv. 2022
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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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market-pulse
active-fundamental-equity
Active Fundamental Equity
video
Aperçu video
• 31 janv. 2022
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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
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 26 janv. 2022
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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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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 24 janv. 2022
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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
real-assets
Real Assets
page
2022 Outlook
• 20 janv. 2022
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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-outlooks
active-fundamental-equity
Active Fundamental Equity
video
2022 Outlook
• 18 janv. 2022
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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
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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
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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-outlooks
video
2022 Outlook
• 18 janv. 2022
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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-outlooks
video
2022 Outlook
• 18 janv. 2022
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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?
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solutions-and-multi-asset
Solutions & Multi-Asset
page
Insight Article
• 14 déc. 2021
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Patrick Reid,
Eban Cucinotta
The AIP Hedge Fund Solutions team examines the advantages of using certain alternative risk premia (ARP) to fill the role of bonds in a diversified portfolio without the need to take long-duration risk in a market environment that will likely see increased inflation and tighter Fed monetary policy in the near future.
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carons-corner
fixed-income
Fixed Income
audio
Caron's Corner
• 13 déc. 2021
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