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big-picture
page
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The Big Picture
• 2 févr. 2023
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Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, AIA, outlines her Key Themes for 2023.
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carons-corner
audio
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Caron's Corner
• 1 févr. 2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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carons-corner
audio
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Caron's Corner
• 30 janv. 2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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global-equity-observer
page
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Global Equity Observer
• 26 janv. 2023
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Bruno Paulson
Malgré la récession qui se profile, les estimations des bénéfices à terme restent remarquablement solides. Mais Bruno Paulson s'interroge : les bénéfices vont-ils baisser ?
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sustainable-investing
page
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Sustainable Investing
• 25 janv. 2023
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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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page
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Insight Article
• 25 janv. 2023
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Matthew King
The MSIM Global Listed Real Assets Team explores how even in the likliehood of economic downturn in 2023, listed infrastruture is expected to have resillient earnings, strong cash flow, and unimpacted capital programs.
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carons-corner
audio
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Caron's Corner
• 23 janv. 2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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carons-corner
audio
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Caron's Corner
• 17 janv. 2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 12 janv. 2023
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores how a possible recovery in the credit market during 2023 can fuel M&A activity and favorable REIT returns.
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carons-corner
audio
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Caron's Corner
• 9 janv. 2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 9 janv. 2023
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Andrew Harmstone, Jim Caron
The Global Balanced Risk Control team discuss the three key trends they foresee for 2023 and the investment implications.
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video
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Aperçu video
• 6 janv. 2023
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Jim Caron
Jim Caron, le co-responsable des investissements de l'équipe Global Balanced Risk Control, partage son point de vue sur les marchés et discute de positionnement de portefeuille.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 6 janv. 2023
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Andrew Slimmon
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.
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path
page
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PATH
• 5 janv. 2023
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Andrew Harmstone, Manfred Hui
Nous nous attendons à une année de transition pour les marchés de l’énergie, notamment en raison de la hausse des prix du pétrole et du gaz qui devrait entraîner un certain rééquilibrage du marché après les perturbations de l’année dernière. Les dynamiques qui sous-tendent les marchés de l’énergie sont un élément central de l’évolution de l’inflation, qui sera elle-même déterminante pour la performance des actifs en 2023.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 31 déc. 2022
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Global Fixed Income Team
D’un point de vue obligataire, 2023 démarre sur une base plus solide et plus sûre. Les rendements sont sensiblement plus élevés et les spreads plus écartés, ce qui augure de bien meilleures performances pour 2023. Les explications de l’équipe de gestion obligataire.
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global-equity-observer
page
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Global Equity Observer
• 23 déc. 2022
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Anton Kryachok
Comme il sera désormais plus difficile de stimuler la croissance par l’endettement en raison de la hausse des taux d'intérêt, nous pensons que la valeur relative des entreprises capables d’accélérer leur croissance organique ne peut qu'augmenter. Découvrez pourquoi les entreprises de nos portefeuilles présentant des bilans résilients sont mieux positionnées pour renforcer leur position concurrentielle, accroître la durabilité de leur rentabilité opérationnelle des capitaux employés (ROOCE) et enregistrer une croissance régulière et prévisible.
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big-picture
page
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The Big Picture
• 21 déc. 2022
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Jitania Kandhari
After lagging the developed economies for more than a decade, emerging markets are in a much stronger position to outperform developed countries in the decade ahead. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explains.
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page
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Insight Article
• 20 déc. 2022
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David Frechette, Patrick Reid
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.
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carons-corner
audio
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Caron's Corner
• 19 déc. 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 15 déc. 2022
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Global Fixed Income Team
Seuls les chiffres permettront de déterminer si le rallye obligataire de novembre peut se poursuivre ou non. En attendant, l'équipe obligataire pense que les investisseurs devraient profiter de ce cadeau de Noël anticipé.
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2023-outlooks
page
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2023 Outlooks
• 14 déc. 2022
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Morgan Stanley Investment Management
In our 2023 outlook, our macro strategists and investment managers across equity, fixed income and alternative asset classes share their diverse views on key themes, where they think markets are headed after a turbulent year, and how they are positioning their respective strategies.
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2023-outlooks
page
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2023 Outlooks
• 14 déc. 2022
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Morgan Stanley Investment Management
Dans nos perspectives pour 2023, nos stratégistes macro et nos gérants des classes d’actifs en actions, obligations et produits alternatifs partagent leurs différents points de vue sur des thèmes clés, sur l'orientation des marchés après une année turbulente et sur le positionnement de leurs stratégies respectives.
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carons-corner
audio
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Caron's Corner
• 14 déc. 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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consilient-observer
page
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Consilient Observer
• 14 déc. 2022
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Michael Mauboussin, Dan Callahan
Capital allocation is a key job of management, but not all know how to allocate effectively. In this report, we establish the foundation by reviewing the sources and uses of capital and then show how U.S. companies have allocated capital since 1985. Next, we review the alternatives in detail, including intangible investments, and offer a guide for thinking about the prospects for value creation. We finish with a framework for assessing a company’s capital allocation skills.
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sustainable-investing
page
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Sustainable Investing
• 12 déc. 2022
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Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues.
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sustainable-investing
engagement-report global-equity-observer
page
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Engagement Report
• 12 déc. 2022
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International Equity Team
Dernier numéro d’Engage, la revue semi-annuelle de l'équipe Actions internationales sur son activité d'intervention sur l'ESG.
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carons-corner
audio
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Caron's Corner
• 12 déc. 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 8 déc. 2022
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores why real estate values in the public markets have suffered year to date and why the value of REITs should be more stable and create significant opportunities in the coming year.
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carons-corner
audio
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Caron's Corner
• 5 déc. 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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path
page
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PATH
• 5 déc. 2022
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Andrew Harmstone, Manfred Hui
Le déséquilibre post-Covid sur le marché du travail aux États-Unis semble commencer à se normaliser. En revanche, le marché du travail semble plus tendu en Europe étant donné que la hausse des salaires renforce le risque d’une persistance de l’inflation sous-jacente. Nous discutons de ces dynamiques et de ce qu’elles signifient pour la croissance et le positionnement.
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page
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Insight Article
• 30 nov. 2022
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Vikram Raju
In this piece Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses five key findings from the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change ("UNFCC COP27" or "COP27").
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 30 nov. 2022
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Andrew Slimmon
In his Novermber TAKE, Senior Portfolio Manager Andrew Slimmon looks ahead to 2023.
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global-equity-observer
page
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Global Equity Observer
• 29 nov. 2022
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Nic Sochovsky, Alistair Corden-Lloyd
Dans le climat actuel de hausse des prix et de pression sur le coût de la vie à l’échelle mondiale, les grandes marques courent-elles le risque de voir les consommateurs réduire leurs dépenses ? L’équipe actions internationales explique pourquoi la perception des prix est importante, et à quel point certains signaux peuvent influencer la prise de décision.
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carons-corner
audio
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Caron's Corner
• 28 nov. 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 22 nov. 2022
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Eric Carlson, Candy Chao
Mining companies have had a terrible environmental reputation in the past, but recent efforts show how the industry can implement sustainable initiatives. Investors are now focusing on companies that have practical decarbonization pathways to help lower emissions over the next three to five years. Eric Carlson and Candy Chao explore.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 17 nov. 2022
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Global Fixed Income Team
En comparaison du chaos qui a régné au mois de septembre, le mois d’octobre s’est avéré relativement serein pour les marchés obligataires. Cela dit, les marchés ont continué d’afficher une performance mitigée, et l’on peut pardonner aux investisseurs d’avoir oscillé entre stupeur et confusion si l’on considère le niveau de volatilité, la dispersion des performances, le manque de liquidité, les politiques des banques centrales et la difficulté de déterminer la juste valeur.
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carons-corner
audio
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Caron's Corner
• 14 nov. 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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market-alert
audio
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Market Alert
• 14 nov. 2022
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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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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 9 nov. 2022
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Steven Quattry
Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.
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consilient-observer
page
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Consilient Observer
• 9 nov. 2022
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Michael Mauboussin, Dan Callahan
We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.
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carons-corner
audio
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Caron's Corner
• 7 nov. 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 4 nov. 2022
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All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Group has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.
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path
page
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PATH
• 3 nov. 2022
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Andrew Harmstone, Manfred Hui
À mesure que les contraintes pesant sur les chaînes d'approvisionnement s'atténuent et que l'inflation des biens se normalise, de nombreux observateurs s'attendent à ce que l'inflation américaine recule. Mais la pression reste élevée dans les services en raison d’un marché du travail toujours tendu. Découvrez les impacts de ces vents contraires continus sur notre positionnement.
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carons-corner
audio
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Caron's Corner
• 2 nov. 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 1 nov. 2022
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Patrick T. Egan
In this primer, we provide a fundamental overview of managed futures investment strategies. What are managed futures and how are they differentiated from other strategies?
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page
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Insight Article
• 1 nov. 2022
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Patrick T. Egan
In periods of volatility, investors may be looking for an alternative investment which may not only provide potential mitigation from the effects of market fluctuations, but also potentially capitalize on this increase in volatility.
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page
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Insight Article
• 31 oct. 2022
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⠀
We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.
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global-equity-observer
page
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Global Equity Observer
• 31 oct. 2022
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Bruno Paulson
Si la période faste que traversent actuellement les entreprises se transforme en temps durs, l'équipe Actions internationales estime que les deux superpuissances que sont le pouvoir de fixation des prix et les revenus récurrents seront essentielles. Les explications de Bruno Paulson.
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carons-corner
audio
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Caron's Corner
• 31 oct. 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 27 oct. 2022
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Global Fixed Income Team
La déroute du marché obligataire, qui s'est poursuivie en septembre, aurait même pu être encore pire sans un rebond marqué lors des trois derniers jours du mois. Notre équipe Fixed Income vous fait part de ses réflexions.
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audio
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Media Appearance
• 24 oct. 2022
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Lauren Hochfelder
Lauren Hochfelder participated in a podcast on Bisnow discussing the macroeconomic environment, the shifts in Morgan Stanley’s real estate portfolio since the Global Financial Crisis and how the real estate industry as a whole may have to change the way it makes money.
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page
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Insight Article
• 21 oct. 2022
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Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.
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page
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Insight Article
• 20 oct. 2022
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Portfolio Solutions Group
For sophisticated investors seeking to manage inflation and growth surprises, a refined portfolio approach that optimizes inflation hedging and incorporates investor preferences may be particularly effective.
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page
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Investment Insight
• 20 oct. 2022
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AIP Private Markets Team
The AIP Private Markets team highlights their framework for selecting resilient companies with strong value creation prospects.
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page
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Insight Article
• 18 oct. 2022
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Portfolio Solutions Group
The Portfolio Solutions Group offers their perspective on interest-rate shifts as a driver of both performance and valuation differentials between Growth and Value equity styles.
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carons-corner
audio
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Caron's Corner
• 17 oct. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 13 oct. 2022
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Kenneth Michlitsch
As fintech alternative lending grew into a new asset class, investors wondered how these loans might perform in an economic downturn. We've now seen their fundamental resilience.
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carons-corner
audio
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Caron's Corner
• 10 oct. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 10 oct. 2022
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Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his October TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.
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path
page
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PATH
• 6 oct. 2022
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Andrew Harmstone, Manfred Hui
Les répercussions de la crise de l’énergie ne sont pas les mêmes pour les pays importateurs que pour les pays exportateurs nets d’énergie. Nous expliquons quelles sont les implications pour les devises, les obligations et le positionnement tactique.
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consilient-observer
page
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Consilient Observer
• 6 oct. 2022
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Michael Mauboussin, Dan Callahan
We discuss how to calculate return on invested capital (ROIC) and show how it is connected to free cash flow, economic profit, and growth. We work through the challenges in estimating it, present empirical data, review how adjusting for intangible investments can reshape the figures, and include a case study.
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inflation
carons-corner
audio
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Caron's Corner
• 3 oct. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 1 oct. 2022
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Andrew Harmstone, Li Zhang, Chiara Sirani
With society at large reliant on natural resources, biodiversity loss can have a devastating social and economic cost. Companies across many sectors are at risk. The Global Balanced Risk Control team discusses why investors should pay attention to companies’ impact on biodiversity loss and what they can do to drive positive change.
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page
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Insight Article
• 30 sept. 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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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 29 sept. 2022
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Eric Carlson, Jitania Kandhari, Eduardo Wisbrun
The Achilles heel of Brazil is its fiscal situation. Once past this inflation cycle, Brazil’s economy should grow based on private sector investment, thriving agricultural and commodity sectors and a credible central bank. But restoring the fiscal anchor will be the primary economic challenge for the upcoming administration.
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page
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Insight Article
• 28 sept. 2022
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TJ Halbertsma, Patrick Reid, Andreas Esau
The current critical markets juncture means that investors allocating to private equity are faced with crucial considerations when evaluating opportunities. In this paper, we discuss the key factors to examine and the characteristics to look for in a manager.
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audio
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Media Appearance
• 27 sept. 2022
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Gregory Finck
Asset backed securities face the same challenges as other fixed income segments and therefore sector and security selection will become more important in the coming years as the economy softens. Greg Finck, Head of the Global Fixed Income’s Securitized team, discusses.
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page
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Media Appearance
• 27 sept. 2022
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Gregory Finck
Gregory Finck, Head of the Global Fixed Income’s Securitized team, highlights asset-backed securities (ABS) as a bright spot amidst the predominantly negative yielding fixed income markets.
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global-equity-observer
page
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Global Equity Observer
• 27 sept. 2022
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Bruno Paulson,
Laura Bottega
Alors que la résilience des bénéfices et le pouvoir de fixation des prix gagnent en importance dans un contexte marqué par la hausse des taux, l'inflation, le durcissement de la réglementation et la crise énergétique, notre équipe Actions internationales nous explique pourquoi elle estime que son approche active n’a jamais été aussi importante.
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carons-corner
audio
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Caron's Corner
• 26 sept. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 22 sept. 2022
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Global Fixed Income Team
Le mois d’août a mis fin aux espoirs d’un cycle haussier sur les marchés. Après avoir fortement rebondi en juillet, les marchés obligataires se sont de nouveau repliés en août, signant des performances largement négatives. Les rendements, les spreads et les actions n’ont pas (du moins pas encore) retrouvé leur niveau de juin.
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inflation
market-pulse
page
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Market Pulse
• 21 sept. 2022
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Jim Caron
Inflation could reverse a downward course based on changes in supply chains or labor shortages, keeping it higher than target levels, and for longer than expected, explains Jim Caron, Portfolio Manager and Chief Fixed Income Strategist.
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carons-corner
audio
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Caron's Corner
• 21 sept. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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carons-corner
audio
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Caron's Corner
• 19 sept. 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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consilient-observer
page
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Consilient Observer
• 15 sept. 2022
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Michael Mauboussin, Dan Callahan
We examine whether a study of market share and related concepts can help us determine if a company has a sustainable competitive advantage. This takes us on a journey that includes life cycles, market share, concentration, markups, intangibles, and "superstars". We study the link between some of these variables and return on investment and provide some analytical tools along the way. We finish with some case studies to see how these ideas apply to a handful of industries.
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inflation
carons-corner
audio
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Caron's Corner
• 12 sept. 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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inflation
path
page
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PATH
• 8 sept. 2022
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Andrew Harmstone, Manfred Hui
Le dilemme auquel sont confrontées les banques centrales perdure à mesure que ces dernières cherchent à contrôler l’inflation, au risque de pousser les économies en récession. L’équipe Global Balanced Risk Control présente les conséquences de cette situation en matière d’investissement et d’allocations tactiques pour faire face à cet environnement complexe.
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market-alert
audio
|
Market Alert
• 7 sept. 2022
|
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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carons-corner
audio
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Caron's Corner
• 6 sept. 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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inflation
video
|
Inflation
• 1 sept. 2022
|
Jitania Kandhari
What are the key investment trends as 2022 continues to unfold amid geopolitical tensions, rising inflation and slowing global growth?
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inflation
carons-corner
audio
|
Caron's Corner
• 29 août 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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pdf
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Dans les médias
• 25 août 2022
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Morgan Stanley Investment Management a renforcé son dispositif d’accompagnement du marché des conseils en gestion de patrimoine et family offices, avec le recrutement de Benjamin de Frouville en tant que vice-président et l’élargissement de son offre de solutions d’investissement. Thomas Chaussier, directeur France, et Benjamin de Frouville dévoilent leur vision du marché et leur stratégie de développement.
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Global Fixed Income Bulletin
• 25 août 2022
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Global Fixed Income Team
Après un mois de juin particulièrement éprouvant, les marchés obligataires et du crédit ont radicalement changé de cap en juillet, générant, pour la première fois de l’année, une performance positive exceptionnellement élevée ! Notre équipe Fixed Income vous fait part de ses réflexions.
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Takeaways & Key Expectations
• 24 août 2022
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Andrew Slimmon
The epic battle between bulls and bears has raged throughout 2022. In his August TAKE, senior portfolio manager Andrew Slimmon makes the case that Mr. Market may be showing signs of optimism while Wall Street strategists remain overwhelmingly pessimistic.
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Global Equity Observer
• 22 août 2022
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Vladimir Demine, Candida de Silva
Le vote par procuration, un privilège mais aussi une responsabilité. Alors que le vote par procuration intéresse de plus en plus les conseils d'administration et les directions d’entreprises, Vladimir Demine décrypte le rôle de cette pratique dans l'amélioration des performances à long terme des investissements, ainsi qu’aux problématiques persistantes réduisant l’efficacité du vote.
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The Big Picture
• 22 août 2022
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Jitania Kandhari
"China’s spectacular economic growth has remade the geopolitical landscape and created tensions with the U.S. But the country’s internal and external challenges will limit Beijing’s ambitions. Investors will be on the edge," explains Jitania Kandhari, Head of Macro and Thematic Research for Emerging Markets Equity Team.
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PATH
• 9 août 2022
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Andrew Harmstone, Manfred Hui
Les preuves suggèrent que la vigueur récente des marchés des pays développés pourrait n'être qu'un rebond dans un marché baissier avec une nouvelle baisse possible. Voici comment l'équipe GBaR procède pour l'allocation des investissements afin de refléter les perspectives.
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Resilience
• 8 août 2022
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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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