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carons-corner audio
Caron's Corner  •  4 déc. 2023  •  6:27 Min

Pulling Forward "the Boring," Making 2024 a Year for Balance 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Global Equity Observer  •  27 nov. 2023

Rémunération des dirigeants : « montrez-moi votre système de rémunération et je vous montrerai le résultat » 

Bruno Paulson
En tant qu'investisseurs à long terme, nous souhaitons que les systèmes de rémunération des entreprises dans lesquelles nous investissons encouragent la réflexion à long terme plutôt que l'opportunisme à court terme. Nous privilégions les plans d'intéressement qui alignent les objectifs sur les intérêts des actionnaires et qui sont structurés sur la base d’objectifs raisonnables, rigoureux et fondés sur les performances. Grâce à notre système propriétaire de notation Pay X-Ray et à des principes établis sur la base de deux décennies d'échanges avec les entreprises sur la rétribution des dirigeants, nous prenons le processus de rémunération au sérieux.

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Caron's Corner  •  20 nov. 2023  •  6:07 Min

2024: “Don’t Call it a Comeback” 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Tales From the Emerging World  •  17 nov. 2023

Oil: Unrestrained, Underappreciated and Underinvested 

Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.

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Insight Article  •  16 nov. 2023

An Update on Global Listed Infrastructure 

Global Listed Infrastructure Team
The long and short term outlook for global listed infrastructure (GLI) appears strong. GLI could benefit from a recessionary environment, as it has a history of outperforming global equities in challenging economic periods. Furthermore low volatility of earnings, stable cash flows and higher income component relative to global equities continue to be the key elements of the asset class. The MSIM Global Listed Infrastructure Team explores.

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Sustainable Investing  •  16 nov. 2023

Cutting Through Labels’ Noise in the Sustainable Bond Market: The Merits of a Research-Driven Framework 

Fixed Income Team
The Calvert Fixed Income team actively engages with Green Bond market players to promote robust sustainable financing frameworks that help effectively catalyse capital towards environmentally and socially impactful projects, transparent disclosures, and reporting.

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PATH  •  10 nov. 2023

La Fed est-elle en train de perdre patience ? 

Jim Caron
Avec des rendements obligataires proches de 5 %, une croissance du PIB américain de 4,9 % au troisième trimestre et une volatilité en hausse, nous avons réduit notre niveau de risque et la sous-pondération de la duration. Nous pensons que la Fed pourrait finir par perdre patience et que le risque d'une nouvelle hausse des taux est plus élevé que ne le reflètent les valorisations actuelles.

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Market Monitor  •  6 nov. 2023

Market Monitor – November 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Caron's Corner  •  6 nov. 2023  •  6:31 Min

From the Big Bad Wolf to Goldilocks – Is it Different this Time? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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sustainable-investing page
Sustainable Investing  •  1 nov. 2023

2023 Fixed Income Engagement Report 

Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income organisation provides details on how their investment teams are working with bond issuers on Environmental, Social, and Governance (ESG) issues to help generate better financial and sustainability outcomes.

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Caron's Corner  •  1 nov. 2023  •  6:23 Min

FOMC Recap: Is the Fed Focusing on Asset Prices Through Financial Conditions? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Insight Article  •  31 oct. 2023

Climate Change is Here… And So Is the Need to Embrace Sustainability in Real Estate 

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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Calvert  •  31 oct. 2023

Calvert’s Approach to Investing in the Energy Transition 

Calvert Research and Management
The energy transition will be complex, but in our view it’s this complexity that creates a rich opportunity set for investors intent on making a positive global impact, in addition to pursuing solid financial returns.

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Calvert  •  31 oct. 2023

As Corporate DEI Performance Improves, Calvert’s Methodology for Evaluating DEI Issues Builds on Those Gains 

Calvert Research and Management
This paper discusses how as corporate DEI performance improves, Calvert refines its methodology to recognize those gains and promote improvement, thus helping to identify leaders and improvers. It discusses the Calvert Diversity, Equity and Inclusion Index Series and the strategies derived from them, and notes that Calvert’s DEI indexes have each outperformed their broad market benchmark since inception as of September 2023.

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Global Fixed Income Bulletin  •  31 oct. 2023

Encore un choc en octobre : Cette impression de déjà-vu 

Fixed Income Team
Les marchés obligataires restent un terrain de jeux périlleux, d'où la difficulté à savoir ce que l'année 2024 nous réserve. Qu'est-ce que cela signifie pour les investisseurs?

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Market Alert  •  31 oct. 2023  •  5:14 Min

Market Alert with Andrew Slimmon 

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 Equity Observer  •  30 oct. 2023

Écosystèmes clos : Les bénéficiaires « à très long terme » de l'IA 

Bruno Paulson
Outre les premiers bénéficiaires de la ruée vers l’IA, notre équipe Actions Internationales estime que d'autres entreprises mettront plus de temps à profiter des avantages de l’IA générative, mais que leurs gains seront significatifs sur le long terme. Ces acteurs « longs à l’allumage » (ou slow burners) génèreront non seulement de la valeur grâce à l'IA, mais ils disposeront également d’un pouvoir de fixation des prix suffisant pour conserver les avantages qui en découleront. Un tel défi est plus facile à relever dans les systèmes relativement fermés, baptisés « écosystèmes clos », qui reposent sur des données propriétaires.

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Caron's Corner  •  30 oct. 2023  •  7:01 Min

Is the Fed Losing Patience and Is the Market Underpricing Another Rate Hike? 

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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Insight Article  •  30 oct. 2023

The Opportune Time for Climate Growth Investing 

Vikram Raju, Jake Van Koevering
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Jake Van Koevering, Lead Investment Principal on the 1GT Team, discuss the opportunity in Private Equity climate growth investing.

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Market Monitor  •  26 oct. 2023

Credit Market Monitor – Q3 2023 

Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.

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Consilient Observer  •  24 oct. 2023

Total Shareholder Return: Linking The Drivers of Total Returns to Fundamentals 

Michael Mauboussin, Dan Callahan
We study the sources of total shareholder return (TSR) and tie them to underlying economic principles. This is useful to assess the prospective returns of a stock and to create a framework for flagging value traps. The analysis reveals that few investors in the stocks of companies that pay dividends earned the TSR and refutes the common belief that dividends contribute to capital accumulation. This framework gives investors a checklist of drivers and the tools to assess them.

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Tales From the Emerging World  •  24 oct. 2023

Navigating Emerging Markets Healthcare Trends 

Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.

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Insight Article  •  13 oct. 2023

Record Wide NAV discounts: Time to buy listed real estate? 

Laurel Durkay, Simon Robson Brown, Christopher Fremantle
Explore whether it is time to buy listed real estate stocks, given the near-record wide net asset value discounts, from the Global Listed Real Assets Team.

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Insight Article  •  11 oct. 2023

Clean Technology and the Paradox of Progress 

Jim Caron, Li Zhang, Kian Masters
Clean technology is critical for reaching net-zero, but its own sustainability risks should not be ignored. Read the latest from our Portfolio Solutions Group for their views on what these risks include and how to best mitigate them.

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Market Monitor  •  10 oct. 2023

Floating-Rate Loan Market Monitor – Q3 2023 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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Insight Article  •  9 oct. 2023

An Introduction to Alternative Lending 

Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

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Caron's Corner  •  9 oct. 2023  •  4:31 Min

Is it Finally Time to Get Long of Bonds? 

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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Market Monitor  •  9 oct. 2023

Emerging Markets Debt Monitor – Q3 2023 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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Global Equity Observer  •  6 oct. 2023

Trouver des diamants à l'état brut ? En quête de qualité dans le secteur financier 

Isabelle Mast
Le secteur financier est un secteur « value », généralement bon marché et souvent assez peu prometteur. Mais est-ce vraiment le cas ? Il existe selon nous des valeurs de grande qualité dans le secteur financier qui pourraient avoir toute leur place dans nos portefeuilles. Les sociétés financières bien gérées et possédant des actifs incorporels solides dans les sous-secteurs présentant des structures de bilan légères - comme les entreprises de marché, les spécialistes des paiements et certains segments de l’assurance - peuvent offrir les caractéristiques que nous recherchons, à savoir une rentabilité élevée, une cyclicité modérée et des revenus récurrents.

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PATH  •  5 oct. 2023

Le pic des taux est-il derrière nous ? 

Andrew Harmstone, Jim Caron
Alors que les marchés actions ont enregistré leur deuxième baisse mensuelle et que les rendements ont atteint de nouveaux plus hauts, nous cherchons toujours à atteindre les objectifs de risque de nos portefeuilles, tout en donnant la priorité à la diversification.

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PATH  •  5 oct. 2023

Is the worst of the monetary policy behind us? 

Andrew Harmstone, Jim Caron
As equity markets fell for a second month and yields climbed to new heights, we remain aligned with our portfolios’ risk objectives while prioritizing diversification. See the implications of the Fed’s policies amid concerns of a potential recession.

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Market Monitor  •  4 oct. 2023

Market Monitor – October 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Resilience  •  3 oct. 2023

Long Short Equity Strategies: "Hedging" Your Bets 

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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Caron's Corner  •  2 oct. 2023  •  4:13 Min

Yields Up, Everything Else Down – How Does it End? 

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 Fixed Income Bulletin  •  30 sept. 2023

Repli en septembre ! Une histoire « vraie » 

Fixed Income Team
Après une légère sous-performance en août, les rendements obligataires mondiaux ont rebondi de façon spectaculaire en septembre. Faut-il s’y fier ? Les explications de l’équipe Broad Markets Fixed Income.

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Calvert  •  30 sept. 2023

Reshaping Worker Expectations: From the Great Resignation to the Great Reshuffle 

Yija Chen
In this second paper of our 2023 gender diversity series, we examine changes in the makeup of the U.S. labor force and workforce that occurred partly because of the pandemic—in particular, the effects on women workers. We also explore these trends among other developed economies and offer perspectives on how companies can recruit and retain workers in this new era.

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Consilient Observer  •  26 sept. 2023

Trading Stages in the Company Life Cycle 

Michael Mauboussin, Dan Callahan
The life cycle captures the stages of a company’s existence, from birth to growth to maturation to decline. Knowing where a company is in its life cycle is helpful for assessing capital allocation, financing costs, governance, and valuation. In this report, we use the cash flow statement to place companies in the proper stage. We then show the average characteristics of companies in each stage, their rates of transition between stages, and the past shareholder returns of each transition cohort.

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Insight Video  •  22 sept. 2023

Listen to Vikram Raju ION Influencers Fireside Chat Series 

Vikram Raju
Morgan Stanley Investment Management’s Head of Climate Private Equity Investment Vikram Raju joins ION Analytics’ Giovanni Amodeo to talk about climate investing opportunities for the ION Influencers fireside chat series.

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Sustainable Investing  •  20 sept. 2023

Morgan Stanley’s Sustainable Finance Summit Digest 

Global Listed Real Assets Team
The recent 2023 Morgan Stanley Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate contemporary issues related to sustainability. Here is a compendium of the key takeaways.

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Caron's Corner  •  20 sept. 2023  •  9:43 Min

FOMC Recap: A Hawkish Fed - Good for Inflation but Bad for Markets? 

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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Insight Article  •  20 sept. 2023

The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy 

Steven Quattry
Given the challenges of achieving “net zero” through the current global energy mix, nuclear is expected to become a more favored alternative and play a key role in a coordinated global energy transition.

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Insight Video  •  15 sept. 2023

The Case for Stable Risk-Adjusted Returns - Video 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, discusses the benefits of investing in dynamic multi-asset strategies in today’s market environment.

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Takeaways & Key Expectations  •  13 sept. 2023

Equity Market Commentary - September 2023 

Andrew Slimmon
In his September TAKE, Senior Portfolio Manager Andrew Slimmon presents thoughts about what could be ahead for equities as the market heads into the last quarter of the year.

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Insight Article  •  13 sept. 2023

The MSIM Quantitative Credit Strategy Model 

Anton Heese and Matas Vala
Our proprietary MSIM Quantitative Credit Strategy model helps inform us about the relative attractiveness of key credit markets.

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Insight Video  •  12 sept. 2023

American Resilience 

International Equity
A portfolio of high quality, well managed American companies with something extraordinary – resilience. American Resilience. As strong as you are.

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Caron's Corner  •  11 sept. 2023  •  8:29 Min

The R-Stars Align for Higher Dots: Allocating Global Assets Accordingly 

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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Insight Article  •  7 sept. 2023

How Higher Yields and Growing Alpha Opportunities May Lift Hedge Funds 

AIP Hedge Fund Team
The MSIM Hedge Fund Team explores the ways in which hedge funds may directly benefit from a higher cash yield environment making them compelling options as sources of returns and diversification.

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Market Monitor  •  7 sept. 2023

Market Monitor – September 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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PATH  •  5 sept. 2023

Des turbulences avant un atterrissage en douceur 

Andrew Harmstone, Jim Caron
La Fed, qui fait toujours preuve de fermeté, semble plus préoccupée par la lutte contre l'inflation que par la perspective d'une récession. Avec un marché du travail qui commence à fléchir, un ralentissement de l’activité, mais une consommation qui résiste encore, des turbulences sont possibles avant un atterrissage en douceur de l’économie.

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Sustainable Investing  •  1 sept. 2023

Fixed Income Engagement Strategy: Integrated, Insightful, Influential 

Barbara Calvi, Anuj Gulati
As active asset managers with a focus on long-term value creation and responsible stewardship, effective engagement is a critical part of our investment process and fiduciary obligations.

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Global Fixed Income Bulletin  •  1 sept. 2023

Une tendance haussière à long terme, certes, mais pas si haussière que cela 

Fixed Income Team
L’équipe Broad Markets Fixed Income explique pourquoi, selon elle, la fin du cycle de relèvement des taux reste proche mais les taux pourraient rester stables jusqu’à ce que les statistiques indiquent le contraire.

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sustainable-investing page
Sustainable Investing  •  31 août 2023

Unlocking the Value of Nature through Partnership, Technology & Finance 

Navindu Katugampola
Approximately 50% of global GDP is dependent in some shape or form on nature, but as nature is being depleted we face the loss of an estimated $10 trillion worth of economic reward by 2050. Navindu Katugampola, Global Head of Sustainability at Morgan Stanley Investment Management, spoke with Nik Sekhran, Chief Conservation Officer of the WWF, about the role of investors and asset managers. Read the key takeaways here.

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sustainable-investing page
Sustainable Investing  •  31 août 2023

Governance Opportunities and Risks, Amidst ESG Backlash 

Gwen Le Berre
Parametric’s head of responsible investing, takes part in a panel discussing the US political environment for ESG investing.

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sustainable-investing page
Sustainable Investing  •  31 août 2023

The Energy Transition Opportunity in Emerging Markets 

Eric Carlson
Eric Carlson, Head of Sustainability and Portfolio Manager, Emerging Markets Equity, discusses energy transition opportunities with India’s largest independent power producer.

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sustainable-investing page
Sustainable Investing  •  31 août 2023

Sustainable Logistics and Decarbonizing Real Estate Efforts Across the Globe 

Laurel Durkay
Head of Global Listed Real Assets, Laurel Durkay, shares her insights on environmental, social, and governance factors across real estate sectors and geographies at Morgan Stanley’s Sustainable Finance Summit.

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sustainable-investing page
Sustainable Investing  •  31 août 2023

Engagement & Stewardship MSIM Cross–Asset Class Perspectives 

Barbara Calvi, Thomas Kamei, Mona Benisi, Marte Borhaug
The ESG lead for our Fixed Income, Counterpoint Global, Real Assets and International Equity teams discuss how they incorporate ESG and sustainability into their work, and what collaboration means to them.

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sustainable-investing page
Sustainable Investing  •  31 août 2023

Data and Disclosure: The Current Challenges with Greenhouse Gas Emissions Data 

Varun Mehta and Andrew Ford
Greenhouse gas emissions data, especially for Scope 3, isn’t where it needs to be. At Morgan Stanley’s Sustainable Finance Summit, Varun Mehta, Head of Investment Management Sustainability Data & Technology, discussed with his panellists GHG data’s challenges and outlook.

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Tales From the Emerging World  •  29 août 2023

Global Real Estate: One Size Doesn't Fit All 

Jitania Kandhari, Audrey Muhirwa
While U.S. residential market dynamics are favorable with strong employment and low loan delinquencies, real estate in other developed economies faces vulnerabilities. China’s struggling property market remains a drag on its economy, but in many other emerging economies increased affordability, shifts in global trade and limited supply will create opportunities explains Jitania Kandhari, Head of Macro & Thematic Research, Emerging Markets Equity Team.

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Caron's Corner  •  28 août 2023  •  7:54 Min

A Hawkish Hold? Our Asset Allocation Decisions Amid Cloudy Skies 

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  •  28 août 2023

Tout vient à point à qui sait attendre : un argument en faveur d'une approche à long terme 

William Lock, Annabel Stanford
Alors que nos sociétés modernes sont avides de récompenses immédiates, l'équipe Actions internationales soutient que la patience en matière d'investissement conduit à des résultats durables et à des performance positives à long terme.

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Caron's Corner  •  21 août 2023  •  6:14 Min

From Jackson Hole to the Rabbit Hole: Is a Recession in the Cards? 

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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Insight Article  •  18 août 2023

Investment Outlook for Indian Retailers 

Vishal Gupta, Ritesh Gupta
Indian retail is not a single, homogeneous market but an array of hundreds of smaller markets with differing local tastes. The Emerging Market Leaders team takes a look at the keys to success.

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Takeaways & Key Expectations  •  14 août 2023

Equity Market Commentary - August 2023 

Andrew Slimmon
Responding to questions from those on the front lines, in his August TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts for what could be ahead for the equity markets.

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EDGE  •  9 août 2023

Disruptive Change Research 

Counterpoint Global
Counterpoint Global looks back across almost two decades of dedicated research on disruption—and the ways it reinforces our long-term mindset, helps us manage risk and reduce errors of omission. Diving into studies of digital advertising, cloud computing and the approaching wave of AI, the team reviews both how we approach disruptive change research and how that research has benefited Counterpoint Global in capitalizing on unique investment opportunities.

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Caron's Corner  •  7 août 2023  •  7:15 Min

An Age-Old Question: Can the Market Handle Higher Bond Yields? 

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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PATH  •  7 août 2023

Gérer des actifs dans un contexte de hausse des taux 

Andrew Harmstone, Jim Caron
Le ralentissement prolongé des tendances inflationnistes pourrait bien annoncer la fin du cycle de resserrement. Toutefois, nous restons flexibles et bien positionnés afin de gérer les risques extrêmes. Découvrez ici les implications pour nos portefeuilles.

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Market Monitor  •  4 août 2023

Market Monitor – August 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Tales From the Emerging World  •  3 août 2023

Nigeria's New Dawn? 

Steve Quattry
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.

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Insight Article  •  2 août 2023

The Intersection of Virtual and Reality: Real Assets Benefit from Advancements in Artificial Intelligence 

Laurel Durkay
Data centers have benefitted significantly over the past two decades given the exponential growth in data. The advent of artificial intelligence is set to drive demand even further creating compelling investment opportunities in the REITs market.

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Market Monitor  •  2 août 2023

Credit Market Monitor – Q2 2023 

Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.

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Global Fixed Income Bulletin  •  31 juil. 2023

Aujourd’hui, nous dépendons tous des données 

Fixed Income Team
Le risque de récession continue de diminuer aux États-Unis et de nombreux analystes, y compris ceux de la Fed, estiment aujourd’hui que l’absence de récession constitue le scénario le plus probable. Mais l’inflation se comporte bien malgré ce regain d’optimisme. Dans ses perspectives mensuelles, l’équipe Broad Markets Fixed Income explique en quoi ce contexte peut être favorable aux actifs financiers.

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Global Multi-Asset Viewpoint  •  31 juil. 2023

Has Japan Finally Exited Deflation? 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Has Japan Finally Exited Deflation?"

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Global Equity Observer  •  31 juil. 2023

Capitaliser malgré la frénésie 

Bruno Paulson, Emma Broderick
Alors qu’une nouvelle ère s’ouvre pour l’intelligence artificielle, les fournisseurs de semi-conducteurs et de « cloud computing » sont les premiers à avoir bénéficié de cette « ruée vers l’or de l’IA ». Cependant, l’essor de l’IA générative a aussi réservé deux surprises : la rapidité d’adoption par les consommateurs et l’absence de barrières à l’entrée. Si la portée globale de l’intelligence artificielle demeure incertaine, l’équipe Actions Internationales continue de privilégier les investissements de qualité, en se concentrant sur les nouvelles opportunités en matière de réduction des coûts et de création de valeur, tout en surveillant les risques.

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Engagement Report  •  27 juil. 2023

Engage Summer 2023 

Marte Borhaug
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

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Insight Article  •  27 juil. 2023

How Multi-Manager Platforms Find Strength in Numbers 

AIP Hedge Fund Team
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?

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Caron's Corner  •  26 juil. 2023  •  6:12 Min

Fed Recap: We Are All Now Data Dependent – Choppy Markets Ahead 

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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Market Alert  •  26 juil. 2023  •  7:10 Min

Market Alert with Andrew Slimmon 

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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Insight Article  •  26 juil. 2023

What are Avoided Emissions, and Why Should Companies and Investors Care? 

Vikram Raju, Adam Ross
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Adam Ross, Principal on the 1GT Team, define Avoided Emissions, and why they play a crucial role in the path to net-zero.

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Consilient Observer  •  25 juil. 2023

Birth, Death, and Wealth Creation 

Michael Mauboussin, Dan Callahan
We examine the demographics of public companies and their patterns of wealth creation. We focus on the last half century in the U.S. and review the “births” and “deaths” of public companies. We also discuss changes in market composition. Nearly 60 percent of companies have failed to create value, and 2 percent have created 90 percent of the aggregate wealth. This suggests two strategies for portfolio construction: seek broad diversification or aim to own the wealth creators.

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The Big Picture  •  25 juil. 2023

China's Past, Present and Future 

Jitania Kandhari
A closer look at China’s past, present and future, its transition from poverty under Marxist policies to the global powerhouse it is today, and its ongoing attempt to navigate the complex intersection of economic, technological and geopolitical realities to achieve its goals. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explores.

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Caron's Corner  •  24 juil. 2023  •  6:18 Min

Potential Surprises? The Fed, ECB and BOJ Policy Meetings this Week 

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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Caron's Corner  •  17 juil. 2023  •  5:51 Min

You’re In Good Shape for the Shape You Are In? Yield Curve vs. Recession 

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 Fixed Income Bulletin  •  14 juil. 2023

En sommes-nous déjà à ce stade ? 

Fixed Income Team
La crise surviendra plus tard au cours de l’année, lorsque les effets cumulés du resserrement monétaire des banques centrales continueront de se faire sentir et que l’impact résiduel des mesures budgétaires liées à la pandémie s’estompera, voire disparaîtra. Les risques de récession demeurent, mais à notre avis, ils sont exagérés.

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Insight Article  •  12 juil. 2023

Institutional Real Estate, Inc.'s "FTSE Nareit U.S. Real Estate Indexes in Review & What's Next" 

Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, joined Nareit's John Worth, Executive Vice President of Research and Investor Outreach, to discuss second quarter 2023 U.S. REIT performance and upcoming trends to help viewers benchmark and analyze exposure. The one-hour webinar was moderated by Mike Consol, Senior Editor of Real Assets Adviser, and hosted by Nareit and Institutional Real Estate, Inc.

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Market Monitor  •  11 juil. 2023

Emerging Markets Debt Monitor – Q2 2023 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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Market Monitor  •  11 juil. 2023

Floating-Rate Loan Market Monitor – Q2 2023 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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Caron's Corner  •  10 juil. 2023  •  6:29 Min

In Through the Out Door: Does the Market have it Backwards? 

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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PATH  •  6 juil. 2023

Signes précurseurs d'un atterrissage en douceur 

Andrew Harmstone, Jim Caron
Compte tenu d'un marché du travail qui ralentit mais qui résiste et de politiques monétaires plus accommodantes que restrictives par rapport à l'inflation, la probabilité que nous accordons à un atterrissage en douceur a augmenté. Découvrez la façon dont nous ajustons notre positionnement tactique en réponse à cette situation.

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Market Monitor  •  6 juil. 2023