|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 2 août 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief 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
• 29 juil. 2021
|
Patrick Reid, Eban Cucinotta, Brian McGrath
Relying on benchmarks to evaluate your hedge funds’ performance can be misleading. We recommend incorporating complementary monitoring tools.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 26 juil. 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief 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
• 23 juil. 2021
|
Bruno Paulson
The International Equity team argues that the case for quality compounders remains largely unchanged in the “Brave New World” of reflation and inflation. Bruno Paulson discusses.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 20 juil. 2021
|
Ruchir Sharma
As worry spreads about the rise and fall of market bubbles, questions are asked about whether these price moves count as “bubbles,” poised to pop. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at history for the answer.
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sustainable-investing
real-assets
Real Assets
page
|
Sustainable Investing
• 19 juil. 2021
|
Mona Benisi
A new framework for assessing climate risk data may help real estate investors evaluate risks.
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|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 19 juil. 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief 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
• 16 juil. 2021
|
Global Fixed Income Team
Yields continuing to fall, credit spreads tightening and equities rallying despite bearish news. The Global Fixed Income team discuss an extraordinary June.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 14 juil. 2021
|
Andrew Slimmon
In his July TAKE, Andrew Slimmon shares his thoughts on the latest equity selloff in China and where he and his Applied Equity Advisors team stand with respect to the longer term investment prospects.
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market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Market Pulse
• 13 juil. 2021
|
Andrew Harmstone,
Manfred Hui
There are two keys to managing a multi-asset portfolio successfully: One, a manager must be truly active, and two, they must manage to a volatility target, not a benchmark. The Global Balanced Risk Control team discusses.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 12 juil. 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• 7 juil. 2021
|
Vishal Gupta,
Steve Sun,
Arun Kapoor
Learn how the Emerging Markets Leaders Strategy team have actively engaged with invested companies to seek out value by promoting enhanced ESG practices.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 6 juil. 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief 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
• 5 juil. 2021
|
Andrew Harmstone, Manfred Hui
The Fed's hawkish surprise of two rate hikes projected for 2023 left markets unruffled, with the S&P 500 reaching all-time highs. Given longer-term headwinds, however, fundamentals, valuations and sentiment all point to the potential for higher volatility.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• 30 juin 2021
|
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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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 30 juin 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 28 juin 2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 23 juin 2021
|
Morgan Stanley Next Level
As part of its ongoing commitment to advance racial and economic equity, Morgan Stanley’s new Next Level Fund invests in early-stage technology companies with women and diverse members on the founding teams.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 23 juin 2021
|
Michael Mauboussin, Dan Callahan
The shift in investments from tangible to intangible assets has important implications for how investors should think about corporate growth rates. Companies with more intangible assets can grow faster, but they can also become irrelevant and shrink faster. Our analysis of historical sales growth rates for U.S. companies reveals both of these results: higher growth and more dispersion, on average, for companies and industries with the highest intangible asset intensity. Skillful investors may be able to identify the companies that will grow faster than expected, hence providing the potential for attractive returns.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 22 juin 2021
|
William Lock,
Laura Bottega
The companies within the International Equity team’s portfolios are encouraging their customers to live more sustainably. William Lock and Laura Bottega discuss.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 22 juin 2021
|
William Lock,
Laura Bottega
Les entreprises présentes au sein des portefeuilles de l’équipe International Equity encouragent leurs clients à vivre de manière plus durable. William Lock et Laura Bottega nous expliquent.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 21 juin 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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page
|
Insight Article
• 19 juin 2021
|
Anton Heese, Raphael Raynal
The strong post-COVID economic rebound
poses a threat to fixed income assets. While
central banks have generally committed
to keeping monetary policy easy, stronger
than expected inflation threatens. What's a fixed income investor to do? The Global Fixed Income team explores.
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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 17 juin 2021
|
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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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 16 juin 2021
|
Andrew Slimmon
In his June TAKE, Andrew Slimmon shares a number of historical market precedents that may provide insight regarding current equity markets and investor behavior.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 16 juin 2021
|
Global Fixed Income Team
A quiet May saw the constructive market narrative continue. How long will this last, what does this mean for investors? The Global Fixed Income team discuss.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 16 juin 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 14 juin 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
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|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 11 juin 2021
|
Andrew Harmstone, Manfred Hui
Inflationary pressures are likely to persist in the second half of the year, with the potential for upside surprises. The GBaR team explain why these may be temporary effects, rather than the start of a new inflationary regime.
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sustainable-investing
audio
|
Sustainable Investing
• 10 juin 2021
|
Emily Chew
In a recent episode of Brunswick Group’s podcast, The ESG Agenda, Emily Chew, Executive Vice President and Chief Responsible Investment Officer of Calvert
gives practical recommendations for boards to develop their companies’ corporate strategy in the era of sustainability disruption.
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|
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sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• 8 juin 2021
|
Gregory Finck, Navindu Katugampola, Barbara Calvi, Erin K. Glenn
Environmental, Social and Governance (ESG) factors are most often discussed in the context of corporate and sovereign debt issuers. But that’s changing, according to the Securitized Fixed Income Team, as client demand is driving change when it comes to mortgage and other asset-backed securities.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 7 juin 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 3 juin 2021
|
Mona Benisi
Mona Benisi wins prestigious Women in Sustainability Leadership Award
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 2 juin 2021
|
Ruchir Sharma
The most ingenious uses of future digital technology are likely to be shaped in the emerging world. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.
|
|
|
|
sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• 2 juin 2021
|
Barbara Calvi, Navindu Katugampola, Anuj Gulati
Grâce au dialogue constructif qu’ils peuvent instaurer avec les émetteurs sur les questions ESG, les investisseurs obligataires jouent un rôle important dans l’obtention de résultats positifs en matière de développement durable. L’équipe MSIM Global Fixed Income précise la manière dont elle intègre l’engagement dans son processus d’investissement.
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|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 1 juin 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 26 mai 2021
|
Marcus Watson
Les vertus combinées d'envergure et de diversification de nos positions de grande qualité ont joué un rôle dans leurs bénéfices élevés, tant au cours de la crise récente que dans la durée. Marcus Watson nous explique.
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|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 25 mai 2021
|
Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 24 mai 2021
|
Andrew Slimmon
In his May TAKE, Andrew Slimmon shares his thoughts about what might happen to the U.S. equity markets should Wall Street continue to revise earnings estimates upward.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 24 mai 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 21 mai 2021
|
Portfolio Solutions Group
In this paper, the Portfolio Solutions group explains why they believe that both the current low-yield environment and the likely impact on inflation and rates of the momentous events unfolding across the economic, financial and political landscape are weakening the pillars that support the case for US Treasurys.
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|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 19 mai 2021
|
Michael Mauboussin, Dan Callahan
This report focuses on the customer as the basic unit of analysis in understanding value. The idea of customer lifetime value has been around for decades, but we believe our discussion is richer and more nuanced than what many companies and analysts present. We discuss a framework called customer-based corporate valuation, which links customer economics to shareholder value and offers a more robust way to forecast revenues. We also show the limitations of common ratios such as customer lifetime value to customer acquisition cost (LTV/CAC), explore how companies can create consumer and supplier surplus, provide a case study, examine trade-offs in the drivers of value, and explore common errors.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 17 mai 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
video
|
Aperçu video
• 17 mai 2021
|
Vishal Gupta
Entretien avec Vishal Gupta, gérant de portefeuille de la stratégie Emerging Leaders.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 14 mai 2021
|
Global Fixed Income Team
After rising significantly in March, U.S. Treasuries and most other developed market government bond yields fell measurably, despite solid, surprisingly strong economic data. The Global Fixed Income Team examines what these dynamics mean for fixed income investors.
|
|
|
|
real-assets
Real Assets
page
|
Insight Article
• 13 mai 2021
|
Morgan Stanley Real Estate Investing
The largest investable commercial real estate segment in the U.S., the office sector has also been the most affected by the pandemic. Morgan Stanley Real Estate Investing conducted a survey of U.S. corporates to find out what will really be the lasting impact of COVID-19 on the sector. The findings are in the team’s latest piece.
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|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 11 mai 2021
|
Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 10 mai 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 10 mai 2021
|
Andrew Harmstone
US equities are expensive, but valuations do not yet appear extreme enough to qualify as a bubble, given strong earnings growth and current low interest rates. With ample fiscal support and liquidity, we see limited downside risk in the short term.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• 5 mai 2021
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines her five reasons to have confidence in the American consumer.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 3 mai 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
real-assets
Real Assets
page
|
Media Appearance
• 3 mai 2021
|
Chris Ortega
The outlook for renewable energy infrastructure in the U.S. has never looked more promising. Morgan Stanley Infrastructure Partners’ Chris Ortega discusses the importance of investing to support the whole value chain of technologies that will facilitate the transition away from carbon-intensive energy systems.
|
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|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 30 avr. 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Could Value be Starting a Structural Bull Market?"
|
|
|
|
sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• 30 avr. 2021
|
Vladimir Demine
Dernier numéro d’Engage, la revue semi-annuelle de l'équipe International Equity sur son activité d'engagement ESG.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 29 avr. 2021
|
Bruno Paulson
Nous avons des raisons de croire que la récente bulle des valeurs de croissance a atteint son point culminant et que le rebond des titres « value » touche à sa fin. De notre point de vue, cela constitue une excellente opportunité d’investissement dans les « capitaliseurs de qualité ». Bruno Paulson se penche sur le sujet.
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|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 29 avr. 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 28 avr. 2021
|
Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 26 avr. 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 23 avr. 2021
|
Global Fixed Income Team
Vaccination numbers are far better than anticipated, but, given market pricing and expectations, the strategy implications remain unchanged. GFIO Team explores.
|
|
|
|
sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
ENGAGEMENT REPORT
• 20 avr. 2021
|
Global Emerging Markets Team
The team shares their progress on ESG engagement in 2020, how they actively promoted better corporate behaviour, and their 2021 engagement priorities.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 19 avr. 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 15 avr. 2021
|
Andrew Harmstone
Rapid vaccine rollouts, combined with stimulative policy, have made Developed Markets and particularly the US, leaders of the global recovery. Yet there are reasons to be cautious, as record levels of equity issuance and inflows create a tug-of-war.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 14 avr. 2021
|
Michael Mauboussin, Dan Callahan
This report describes market-expected return on investment (MEROI), which measures the return at which the present value of a company’s profits equals the present value of its investments. This allows executives and investors to see how high the bar is set. Measuring returns has become harder as investments have shifted from being mostly tangible to intangible. We gain a clearer view of returns and expectations by separating expenses and investments properly. We break new ground by connecting valuation and accounting.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• 12 avr. 2021
|
Richard Lindquist, Jack Cimarosa
Amid improving economic data, declining defaults, and the relatively low level of nominal and real yields the Global High Yield Team explains why they believe high yield bonds remain one of the most appealing investment options available across Fixed Income.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 12 avr. 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 7 avr. 2021
|
Ruchir Sharma
Will doubts about economic reform prevent Brazil from capitalizing on the nascent revival of commodity prices in emerging markets? Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.
|
|
|
|
sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• 31 mars 2021
|
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.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 31 mars 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Will the Bond Bear Kill the Equity Bull?"
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 31 mars 2021
|
Nic Sochovsky
Avec internet, les grandes et les petites marques ne se retrouvent-elles pas sur un pied d’égalité ? Nic Sochovsky, de l’équipe International Equity, revient sur les raisons pour lesquelles les grandes marques continuent de prospérer à l’ère du numérique.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Video
• 30 mars 2021
|
Nic Sochovsky
Nic Sochovsky, Portfolio Manager of the International Equity team, shares his views on what is high quality and where the team finds high quality companies. He also talks about the ESG process in the MS INVF Global Sustain Fund and its outlook and current positioning.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 30 mars 2021
|
Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 29 mars 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 25 mars 2021
|
Vishal Gupta
Investors seeking a risk-managed approach to emerging markets growth should consider Emerging Markets Leaders their guide, says Portfolio Manager, Vishal Gupta.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron’s Corner
• 22 mars 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• 21 mars 2021
|
Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results? As Leslie Delany of the Applied Equity Advisors team explains, the answer is a resounding yes. The key is materiality.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 19 mars 2021
|
Kenneth Michlitsch
Consumer borrowers demonstrated fundamental resilience in 2020, which validated fintech-driven alternative lending’s long-term value proposition in our view.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 18 mars 2021
|
Andrew Harmstone
The prospect of inflation, rising interest rates and investor exuberance are making markets jittery. Yet economic recovery appears to be on track. Andrew Harmstone and his team discuss what this means for their portfolios.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 17 mars 2021
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Andrew Slimmon
In his March TAKE, Andrew Slimmon addresses three timely questions that currently puzzle investors about opportunities in the equity market and potential ways to put additional funds to work.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
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Sustainable Investing
• 17 mars 2021
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Jill Ytuarte
Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 16 mars 2021
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Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 15 mars 2021
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Global Fixed Income Team
It’s all about the economy. According to the Global Fixed Income Team, the outlook for fixed income, more than ever, is about the trajectory of the economy and policymakers’ attitude towards it.
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carons-corner
fixed-income
Fixed Income
audio
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Caron’s Corner
• 15 mars 2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 12 mars 2021
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Jarrod Quigley
Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
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Sustainable Investing
• 10 mars 2021
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Bruno Paulson
Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.
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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
• 9 mars 2021
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Ruchir Sharma
The pandemic has been full of surprises for global markets, none more unexpected than the housing boom. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explores.
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carons-corner
fixed-income
Fixed Income
audio
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Market Pulse
• 8 mars 2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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real-assets
Real Assets
pdf
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Media Appearance
• 7 mars 2021
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Morgan Stanley Real Estate Investing
Cindy Dishmey, head of Data Strategy for Investment Management’s Global Real Assets group, named in Crain’s 2021 Notable Women on Wall Street list.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
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Sustainable Investing
• 3 mars 2021
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William Lock
William Lock explains why there is no need for compromise between returns and principles.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 2 mars 2021
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Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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real-assets
Real Assets
page
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Media Appearance
• 1 mars 2021
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Yacine Saidji, John Watson
Digital infrastructure has earned its stripes as an essential service during the pandemic. That will have significant implications for the future of the asset class, say Morgan Stanley Infrastructure Partners’ Yacine Saidji and John Watson
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carons-corner
fixed-income
Fixed Income
audio
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Caron’s Corner
• 1 mars 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
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Sustainable Investing
• 25 févr. 2021
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Vladimir Demine, Nathan Wong
How to record ESG company risks and opportunities in a consistent and comparable way? The International Equity Team explains the Material Risk Indicator.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• 24 févr. 2021
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Andrew Slimmon
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 24 févr. 2021
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Bruno Paulson,
Laura Bottega
Bruno Paulson, présent depuis plus de 20 ans auprès des équipes de direction et des conseils d’administration, explique pourquoi l’équipe International Equity privilégie un engagement significatif à long terme plutôt qu’une approche superficielle.
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• 24 févr. 2021
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