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active-fundamental-equity
Active Fundamental Equity
video
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Insight Video
• 19 nov. 2020
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Vishal Gupta, Steve Sun
In this video, the portfolio manager and portfolio specialist for Emerging Markets Leaders Strategy share how they find investment opportunities, why macro trends are important, in which countries they find investable companies and when they believe it is the right time to invest.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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PATH
• 18 nov. 2020
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Andrew Harmstone, Manfred Hui, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 16 nov. 2020
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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 market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 11 nov. 2020
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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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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 11 nov. 2020
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Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• 10 nov. 2020
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains how economic reform in emerging economies is the pandemic’s silver lining.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 10 nov. 2020
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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-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 9 nov. 2020
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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
fixed-income
Fixed Income
video
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MARKET PULSE
• 5 nov. 2020
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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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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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Engagement Report
• 3 nov. 2020
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International Equity Team
Dernier numéro d’Engage, la revue semi-annuelle de l'équipe International Equity sur son activité d'engagement ESG.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 2 nov. 2020
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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
active-fundamental-equity
Active Fundamental Equity
audio
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Market Pulse
• 30 oct. 2020
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Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.
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market-pulse
fixed-income
Fixed Income
page
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INSIGHT AUDIO
• 30 oct. 2020
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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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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 29 oct. 2020
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Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• 28 oct. 2020
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Soledad Lopez,
Navindu Katugampola,
Barbara Calvi
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.
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sustainable-investing
page
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Sustainable Investing
• 26 oct. 2020
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Asset owners who embrace sustainable investing face a steep implementation curve. Adopting these four steps can guide a dynamic strategy for the long term.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 26 oct. 2020
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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 market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 23 oct. 2020
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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-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 19 oct. 2020
|
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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global-multi-asset-viewpoint market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Global Multi-Asset Viewpoint
• 19 oct. 2020
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Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 'U.S. Industrials Poised to Outperform.'
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 19 oct. 2020
|
William Lock,
Bruno Paulson
Les bénéfices des entreprises au sein des trois stratégies mondiales de l’équipe Actions internationales ont, en moyenne, fait du surplace depuis le début de l'année, contrairement à ceux de l'ensemble des entreprises de l’indice MSCI World, qui se sont repliés de 15 %. Bruno Paulson explique pourquoi les valeurs de capitalisation n’obtiennent pas une prime plus élevée.
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edge
active-fundamental-equity
Active Fundamental Equity
page
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EDGE
• 19 oct. 2020
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Counterpoint Global
Quantum computers store and process information using the quantum mechanical properties of matter. Counterpoint Global investigates the impact this new hardware could have on processing speeds and its potential to tackle previously unsolvable computing problems.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 16 oct. 2020
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Global Fixed Income Team
Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Sustainable Investing
• 16 oct. 2020
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Leslie Delany
The Applied Equity Advisors team looks to effectively link the sustainability impact of its Global Concentrated Equity ESG strategy to the United Nations Sustainable Development Goals, all while striving to meet portfolio performance objectives.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 13 oct. 2020
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, takes an historical look at market returns and volatility leading up to a United States presidential election – and the implications for this year.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 7 oct. 2020
|
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
fixed-income
Fixed Income
audio
|
Market Pulse
• 5 oct. 2020
|
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 market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 2 oct. 2020
|
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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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• 30 sept. 2020
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Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we wrap up the third quarter and begin the final stretch of the year.
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active-fundamental-equity
Active Fundamental Equity
page
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Insight Article
• 30 sept. 2020
|
Richard Perrott,
Dirk Hoffmann-Becking,
Bruno Paulson
How can investors access reliable income in the current market environment? The International Equity Team explores.
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fixed-income
Fixed Income
video
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Insight Video
• 30 sept. 2020
|
Jim Caron
Portfolio manager and Head of Global Macro Strategies Jim Caron reflects on lessons learned during the third quarter, and how the team is positioning the portfolio for the risk of “known unknowns” -- U.S. elections, COVID-19 and potential fiscal stimulus – in the months ahead.
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sustainable-investing
liquidity
Liquidity
page
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Sustainable Investing
• 28 sept. 2020
|
Barbara Calvi,
Navindu Katugampola
Investors are increasingly looking to incorporate ESG within their entire portfolio, including the liquidity component. We discuss our holistic approach to ESG analysis and how that is integrated into the investment process.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 28 sept. 2020
|
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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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 23 sept. 2020
|
Marcus Watson
La crise actuelle a remis en cause beaucoup d’idées reçues, notamment sur ce que l’on peut attendre des entreprises du secteur de la santé. Marcus Watson examine la résilience du secteur face à une pandémie mondiale.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
PATH
• 21 sept. 2020
|
Andrew Harmstone,
Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 21 sept. 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
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|
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 18 sept. 2020
|
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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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainable Investing
• 16 sept. 2020
|
Vladimir Demine, Candida de Sliva
Décarbonation 101. L’équipe International Equity revient sur les avantages que procure un portefeuille d’actions de haute qualité aux investisseurs désireux de réduire leur empreinte carbone.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 15 sept. 2020
|
Michael Mauboussin, Dan Callahan
The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows. With investments shifting more toward intangible assets, this report discusses the measurement and characteristics of intangible assets and reviews the implications of the growth of intangibles for investors.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 14 sept. 2020
|
Global Fixed Income Team
A benign August saw positive trends continue. How long will this continue, what does this mean for fixed income investors? The Global Fixed Income team explore.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 14 sept. 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 9 sept. 2020
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets lists the economies most likely to thrive in the post pandemic era, arguing that the winners will need a strong defense against the forces of deglobalization, rising debt, and meddling governments, and a strong offense to exploit the booming digital economy.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 8 sept. 2020
|
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-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 8 sept. 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 2 sept. 2020
|
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
fixed-income
Fixed Income
audio
|
Market Pulse
• 31 août 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 24 août 2020
|
AIP Private Markets Team
As holding period of a private equity portffolio continue to increase, AIP Private Markets Secondaries look at the solutions on offer to the investor.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 24 août 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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|
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 21 août 2020
|
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-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 21 août 2020
|
Jim Caron
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.
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edge
active-fundamental-equity
Active Fundamental Equity
page
|
EDGE
• 19 août 2020
|
Stan Delaney
CAR-T cell therapy has been a huge breakthrough in curing blood cancers. MSIM’s Counterpoint Global explores how recent advances in the technology could improve its safety and lower its cost while expanding CAR-T cell therapy’s addressable market.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 14 août 2020
|
Global Fixed Income Team
Despite good news on the policy front, challenges remain - U.S./China relations, U.S. fiscal cliff, U.S. elections and the pandemic - yet we remain optimistic.
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private-credit-and-equity
Private Credit & Equity
page
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Insight Article
• 13 août 2020
|
Neha Champaneria Markle
Learn how coronavirus has affected the outlook for private equity investing, which could become an important source of capital in an economic recovery.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 4 août 2020
|
Michael Mauboussin, Dan Callahan
Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms. This change has had reverberations for asset managers, investors, executives, and policy makers.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 3 août 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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|
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
video
|
Sustainable Investing
• 1 août 2020
|
Vikram Raju
Head of Impact Investing, Vikram Raju, speaks at the 2020 IPE Congress on climate investing
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
video
|
Sustainable Investing
• 31 juil. 2020
|
Vikram Raju
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 30 juil. 2020
|
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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active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 30 juil. 2020
|
Kristian Heugh, Marc Fox
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.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 29 juil. 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.
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|
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private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 28 juil. 2020
|
Nash Waterman
The AIP Private Markets team explains their framework for selecting companies and constructing a portfolio that seeks to withstand changes in the economic cycle.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 27 juil. 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 24 juil. 2020
|
Andrew Slimmon
In his July TAKE, Andrew Slimmon discusses how behavioral finance again takes the front seat. Many investors remain pessimistic in spite of signs that in fact, 2020 could be a good year for equities.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 24 juil. 2020
|
Anton Heese
Read why we believe investors are correct in seeing that the EU Recovery Fund will succeed in reducing euro sovereign credit risk.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 21 juil. 2020
|
Ruchir Sharma
In his latest Tales From the Emerging World, Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, notes that though stock valuations have been inflated by lower interest rates, the market remains the best barometer of the economic cycle.
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fixed-income
Fixed Income
video
|
Insight Video
• 20 juil. 2020
|
Jim Caron
Portfolio manager Jim Caron discusses how monetary and fiscal policies impacted markets during the second quarter – and what it means for the potential economic recovery to come.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 20 juil. 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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|
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active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 19 juil. 2020
|
International Equity Team
The Morgan Stanley Global Brands Equity Income Fund offers the ability to generate a reasonable level of income without sacrificing long-term performance; in our view, that’s income the right way.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 16 juil. 2020
|
Dirk Hoffmann-Becking, Alex Gabriele
L’industrie des paiements devient l’un des plus attrayants du monde des fintech. Notre équipe International Equity explique pourquoi.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Resilience
• 16 juil. 2020
|
Patrick Reid,
Gary Chan
ARP are factor-based sources of return that are rules-based and systematically derived. Many ARP seek to be market-neutral or risk-mitigating. Both may be appealing to investors focused on building resilient portfolios.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15 juil. 2020
|
Global Fixed Income Team
With infection rates rising globally we ask whether the economic recovery can continue if health and employment concerns depress earnings and spending power.
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active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 15 juil. 2020
|
Ruchir Sharma,
James Upton
Watch Ruchir and Jim discuss the macroeconomic environment in emerging economies and identify market trends that are being accelerated by the COVID-19 crisis.
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|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 13 juil. 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 9 juil. 2020
|
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.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 6 juil. 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 1 juil. 2020
|
Portfolio Solutions Group
The Morgan Stanley Institute for Sustainable Investing and the Portfolio Solutions Group examine the increasing trend of decarbonization in business and investment conversations, and explain why they believe this will give rise to compelling investment opportunities and affect the way that investors build and manage their portfolios.
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sustainable-investing
page
|
Sustainable Investing
• 30 juin 2020
|
Navindu Katugampola, Barbara Calvi
The universe of “sustainable bonds” spans a broad set of categories, creating a confusing mosaic for investors to decipher, and leading to accusations of “greenwashing” by critics. The Global Fixed Income Sustainable Investing team explores how they look through the labelling to critically assess sustainable bond issuance within their investment process.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 30 juin 2020
|
Andrew Slimmon
Is the tech sector in bubble territory like it was back in 2000? “Maybe so”, says Andrew Slimmon, “but we believe there are still plenty of reasonably priced names out there.”
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global-multi-asset-viewpoint market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 30 juin 2020
|
Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Stars Aligned for Higher Inflation."
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 29 juin 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 25 juin 2020
|
There is a growing interest in ESG assets amongst central bank reserve managers, a new survey by Morgan Stanley Investment Management and the Institute of International Finance (IIF) finds.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• 24 juin 2020
|
Kenneth Michlitsch
Fintech-driven alternative lending exhibited resilience during the acute initial phase of the COVID-19 pandemic. Recent data supports continued optimism.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Investment Insight
• 24 juin 2020
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Portfolio Solutions Group
In light of the extraordinary market
disruption due to the spread of the
COVID-19 pandemic, the PSG team
considers the broader potential impacts
of the current crisis on private markets and
describes potential areas of
investment opportunity going forward in
the post-crisis environment.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 22 juin 2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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fixed-income
Fixed Income
page
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Insight Article
• 19 juin 2020
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Jim Caron
Given that interest rates are near zero, or negative, in many countries for the foreseeable future, will bonds be useful diversifiers in portfolios? Jim Caron, Global Fixed Income Portfolio Manager, thinks “yes” but the key is an actively managed focus on alpha.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 15 juin 2020
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Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 15 juin 2020
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Global Fixed Income Team
Despite unprecedented bad economic data and the uncertain course of the coronavirus, markets continued on an upward trajectory in May and rallied further.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Resilience
• 15 juin 2020
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Eric Stampfel
Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Résilience
• 15 juin 2020
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Andrew Harmstone
Les rendements spectaculaires de certains investissements font les gros titres des journaux, tout comme le font les pertes fracassantes, telles que celles provoquées par la pandémie de COVID-19 ou la crise financière de 2008-2009. Mais rares sont les articles qui évoquent les fonds qui excellent dans le contrôle de la volatilité, tout en offrant des performances solides et compétitives. Pourtant, la gestion de la volatilité est essentielle pour survivre à une sévère correction des marchés.
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fixed-income
Fixed Income
page
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Global Fixed Income Insights
• 15 juin 2020
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Leon Grenyer,
Anton Heese,
Richard Class
Read why we believe that a single portfolio manager is better placed to manage overall risk and take advantage of relative value opportunities between different fixed income sectors.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 15 juin 2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 12 juin 2020
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William Lock,
Bruno Paulson
À mesure que les mesures de confinement s’assouplissent, l'équipe International Equity examine comment la pandémie mondiale a démontré l’importance d’une présence numérique pour les entreprises.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 11 juin 2020
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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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liquidity-watch
liquidity
Liquidity
audio
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Liquidity Watch
• 10 juin 2020
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 9 juin 2020
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Michael Mauboussin, Dan Callahan
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