|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 18 oct. 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
fixed-income
Fixed Income
page
|
Sustainable Investing
• 13 oct. 2021
|
Barbara Calvi
In its inaugural Engagement Report, the Global 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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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 8 oct. 2021
|
Andrew Harmstone, Manfred Hui
Winter is coming and growth is slowing – but still healthy. With equity valuations high, we have reduced risk as we see limited upside and fragile, risk-off sentiment. At the same time, we are seeking opportunities to take advantage of any excessive weakness.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 6 oct. 2021
|
Michael Mauboussin, Dan Callahan
Accounting has not kept pace with the changing economics of businesses, which has created a huge gap between what companies report in their financial statements and what an investor needs to understand a business. To better categorize activities, we suggest making adjustments within the statement of cash flows pertaining to stock-based compensation, leases, and intangible investments. We believe these adjustments substantially improve the description of a business. We share a case study of Amazon for 2020 to make the concepts more concrete.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• 5 oct. 2021
|
Andrew Harmstone, Li Zhang, Christian Goldsmith
Given the increasingly disruptive force of climate events, achieving net-zero carbon emission promises to be one of the themes driving investment markets over the coming decades. We analyse responses, risks and opportunities by country and sector.
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page
|
Insight Article
• 5 oct. 2021
|
Seema Hingorani
Morgan Stanley Investment Management’s Seema Hingorani was recently presented with France’s highest honor for her work in the diversity and inclusion space. This article discusses her endeavor to address the gender gap in asset management and the critical importance of diversity.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 4 oct. 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What Is The Bond Market Thinking?"
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 4 oct. 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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active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• 29 sept. 2021
|
Bruno Paulson
Bruno Paulson discusses what he believes may be the long-term impact of the pandemic.
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sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
|
Convergence
• 29 sept. 2021
|
Counterpoint Global
Sustainability Research at Counterpoint Global has produced a method to systematically measure the potential cost of carbon emissions as well as the financial impact of a carbon tax. Our framework allows us to translate these costs into estimates of stock returns. We believe that measuring the cost of carbon emissions allows us to better understand the environmental risks for the companies in our portfolio as well as for those we do not own. We also seek to help our clients benefit from the many opportunities that a low-emissions world could create.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 27 sept. 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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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 22 sept. 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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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 20 sept. 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
• 15 sept. 2021
|
Global Fixed Income Team
With investors debating when economic growth, Covid and inflation will peak, it may be useful to focus on what we know with certainty rather than sentiment.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 14 sept. 2021
|
Laura Bottega
Cet été, marqué par de nombreux incendies et inondations, a mis en évidence les effets cumulés du réchauffement climatique, source de nombreux risques mais aussi d’opportunités pour les entreprises. Laura Bottega explique comment ces facteurs ESG contribuent à façonner nos portefeuilles.
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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 14 sept. 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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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 13 sept. 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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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 10 sept. 2021
|
Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 8 sept. 2021
|
Andrew Harmstone, Manfred Hui
La Réserve fédérale américaine semble excessivement accommodante, compte tenu de la vigueur et de la croissance de l’économie. Découvrez pourquoi les valorisations élevées, la multiplication des risques réglementaires au niveau mondial et la possibilité que la Fed commette une erreur de politique sont autant d’éléments qui nous incitent à la prudence.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 8 sept. 2021
|
Michael Mauboussin, Dan Callahan
This report examines the barriers to change for organizations. We use sports as the prime example but then apply the lessons to investment management. Organizations can be slow to adopt certain approaches even when they add value due to loss aversion, a preference for the status quo, and the fear of poor outcomes in the short run. Organizations may overcome these challenges by aligning behind a commitment to improvement, learning, transparency, and accountability. Good long-term results require developing and executing strategies that add value.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 7 sept. 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-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 31 août 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Outlook – One Year Later"
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 30 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.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 23 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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|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 23 août 2021
|
William Lock
This May, the International Equity team celebrated the publication of our 50th Global Equity Observer (GEO) – our monthly series of investment insights through the lens of our high quality investment approach. We are delighted to share with you this selection of articles from our GEO series.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 19 août 2021
|
Global Fixed Income Team
Looking at the performance of U.S. Treasuries (and other developed government bond markets), one could be forgiven if one believed the economy was sinking. Other financial asset prices are sending a message that all is well. What gives? The Global Fixed Income Team explores.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 13 août 2021
|
William Lock,
Alistair Corden-Lloyd
Dans un monde de bavardages financiers incessants, il est facile de perdre de vue le principal déterminant des rendements à long terme : la puissance de la capitalisation. Explication par William Lock et Alistair Corden-Lloyd.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 10 août 2021
|
Ruchir Sharma
India needs to keep in mind is that its economy is still relatively unfree, and so more than ever it should buck the global trend of more regulation and bigger government. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 9 août 2021
|
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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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 5 août 2021
|
Andrew Harmstone, Manfred Hui
La baisse continue du rendement des bons du Trésor américain à 10 ans semble paradoxale pour de nombreux participants du marché. Nous passons en revue les facteurs, susceptibles de contribuer à cette évolution et ceux qui pourraient l’inverser.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 3 août 2021
|
Michael Mauboussin, Dan Callahan
We suggest the mantra “everything is a DCF model.” Whenever investors value a stake in a cash-generating asset, they should recognize they are using a discounted cash flow (DCF) model. The topic deserves attention because many market participants don’t think DCF models are relevant, and many use heuristics for value without recognizing the purpose and limitations of the shorthands. The intrinsic value, determined by the present value of future cash flows, attracts the price like a magnetic force. This means it is useful for investors to keep in mind the value drivers of a discounted cash flow model.
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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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|
|
private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 31 juil. 2021
|
AIP Private Markets Team
The AIP Private Markets Secondaries team explores possible solutions to check or reverse the upward trend in duration and allay investors' concerns about increasing their allocation to private equity.
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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.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 23 juil. 2021
|
Bruno Paulson
L'équipe Actions internationales considère que les arguments en faveur des « capitalisateurs de qualité » sont toujours d’actualité dans ce « Meilleur des Mondes » dominé par la reflation et l'inflation. Bruno Paulson commente.
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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.
|
|
|
|
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.
|
|
|
|
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
Il existe deux points clés pour gérer avec succès un portefeuille multiactifs : premièrement, le gérant doit être réellement actif et deuxièmement, il doit gérer son portefeuille en fonction d’un objectif de volatilité et non par rapport à un indice de référence.
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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.
|
|
|
|
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.
|
|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 5 juil. 2021
|
Andrew Harmstone, Manfred Hui
La Fed a surpris en laissant entrevoir deux hausses des taux en 2023. Mais, les marchés sont restés calmes et le S&P s’est hissé à un niveau record. Toutefois, sous l’effet de facteurs négatifs à plus long terme, les fondamentaux, les valorisations et le sentiment indiquent tous la possibilité d’une volatilité accrue.
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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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active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 30 juin 2021
|
Richard Perrott,
Bruno Paulson
How can investors access reliable income in the current market environment? The International Equity Team explores.
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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.
|
|
|
|
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.
|
|
|
|
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
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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|
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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.
|
|
|
|
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.
|
|
|
|
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.
|
|
|
|
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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|
|
|
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-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 30 mai 2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Sectoral Bubbles in U.S. Equities"
|
|
|
|
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.
|
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|
|
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.
|
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|
|
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
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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.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 17 mai 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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market-pulse
active-fundamental-equity
Active Fundamental Equity
video
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Aperçu video
• 17 mai 2021
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Vishal Gupta
Entretien avec Vishal Gupta, gérant de portefeuille de la stratégie Emerging Leaders.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 14 mai 2021
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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.
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real-assets
Real Assets
page
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Insight Article
• 13 mai 2021
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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
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Market Pulse
• 11 mai 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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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 10 mai 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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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 10 mai 2021
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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.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
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Market Pulse
• 5 mai 2021
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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.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 3 mai 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
page
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Media Appearance
• 3 mai 2021
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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
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Global Multi-Asset Viewpoint
• 30 avr. 2021
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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?"
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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Engagement Report
• 30 avr. 2021
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Vladimir Demine
Dernier numéro d’Engage, la revue semi-annuelle de l'équipe International Equity sur son activité d'engagement ESG.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 29 avr. 2021
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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
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Market Pulse
• 29 avr. 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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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 28 avr. 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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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 26 avr. 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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global-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 23 avr. 2021
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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.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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ENGAGEMENT REPORT
• 20 avr. 2021
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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.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 19 avr. 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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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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