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active-fundamental-equity
Active Fundamental Equity
video
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Insight Video
• 19-nov-2020
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Vishal Gupta, Steve Sun
In this video, the portfolio manager and portfolio specialist for Emerging Markets Leaders Strategy share how they find investment opportunities, why macro trends are important, in which countries they find investable companies and when they believe it is the right time to invest.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 16-nov-2020
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 11-nov-2020
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Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 11-nov-2020
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Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 10-nov-2020
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Andrew Harmstone, Manfred Hui, Laura Biancato
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 9-nov-2020
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Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
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market-pulse
fixed-income
Fixed Income
video
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MARKET PULSE
• 5-nov-2020
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Jim Caron,
Andrew Slimmon
I nostri gestori di portafoglio senior di Morgan Stanley Investment Management hanno discusso le implicazioni delle elezioni presidenziali USA per l’economia e i mercati.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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Engagement Report
• 3-nov-2020
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International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 2-nov-2020
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Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
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Market Pulse
• 30-ott-2020
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Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.
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market-pulse
fixed-income
Fixed Income
page
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INSIGHT AUDIO
• 30-ott-2020
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 29-ott-2020
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Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• 28-ott-2020
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Soledad Lopez,
Navindu Katugampola,
Barbara Calvi
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.
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active-fundamental-equity
Active Fundamental Equity
page
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Articolo di approfondimento
• 28-ott-2020
|
Bruno Paulson
Bruno Paulson, Portfolio Manager dell’International Equity Team, ha discusso le recenti performance dei fondi azionari globali gestiti da team e ha analizzato l’impatto dell’attuale pandemia Covid sull’economia, sulle aziende e settori che costituiscono l’universo investibile dei fondi.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 26-ott-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 21-ott-2020
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Andrew Harmstone, Manfred Hui, Laura Biancato
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 19-ott-2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 19-ott-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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global-multi-asset-viewpoint market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Global Multi-Asset Viewpoint
• 19-ott-2020
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Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 'U.S. Industrials Poised to Outperform.'
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 19-ott-2020
|
William Lock,
Bruno Paulson
Le tre strategie globali del team International Equity presentano in media rendimenti invariati da inizio anno, a fronte del -15% complessivo dell’indice MSCI World. Bruno Paulson riflette sul motivo per cui i compounder di alta qualità non determinano un premio maggiore.
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edge
active-fundamental-equity
Active Fundamental Equity
page
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EDGE
• 19-ott-2020
|
Counterpoint Global
Quantum computers store and process information using the quantum mechanical properties of matter. Counterpoint Global investigates the impact this new hardware could have on processing speeds and its potential to tackle previously unsolvable computing problems.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 16-ott-2020
|
Global Fixed Income Team
Il nostro Global Fixed Income team discute di un “mese estremamente impegnativo per i mercati finanziari” e spiega perché è una buona decisione posizionare i portafogli verso asset rischiosi.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Sustainable Investing
• 16-ott-2020
|
Leslie Delany
The Applied Equity Advisors team looks to effectively link the sustainability impact of its Global Concentrated Equity ESG strategy to the United Nations Sustainable Development Goals, all while striving to meet portfolio performance objectives.
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video
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Video di approfondimento
• 14-ott-2020
|
In questo primo appuntamento Niccolò Rabitti e Raffaele Denardo hanno discusso i benefici dell’active management, l’utilizzo dei PAC e hanno approfondito il posizionamento e l’andamento delgi attuali fondi in focus.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 13-ott-2020
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, takes an historical look at market returns and volatility leading up to a United States presidential election – and the implications for this year.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 7-ott-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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fixed-income
Fixed Income
page
|
Articolo di approfondimento
• 7-ott-2020
|
Anton Heese,
Richard Class
Rivedi il webinar del 7 ottobre con Anton Heese e Richard Class sul mercato obbligazionario europeo.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 5-ott-2020
|
Jim Caron
Jim Caron, Portfolio Manager e Head of Global Macro Strategies, fornisce un’analisi sui fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascoltalo adesso.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 2-ott-2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 30-set-2020
|
Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we wrap up the third quarter and begin the final stretch of the year.
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active-fundamental-equity
Active Fundamental Equity
page
|
Articolo di approfondimento
• 30-set-2020
|
Richard Perrott,
Dirk Hoffmann-Becking,
Bruno Paulson
Quali sono le fonti affidabili di reddito per gli investitori nel contesto attuale di mercato? L’analisi del team International Equity.
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fixed-income
Fixed Income
video
|
Insight Video
• 30-set-2020
|
Jim Caron
Portfolio manager and Head of Global Macro Strategies Jim Caron reflects on lessons learned during the third quarter, and how the team is positioning the portfolio for the risk of “known unknowns” -- U.S. elections, COVID-19 and potential fiscal stimulus – in the months ahead.
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fixed-income
Fixed Income
video
|
Video di approfondimento
• 30-set-2020
|
Jim Caron
Jim Caron, Gestore di Portafoglio e Head of Global Macro Strategies commenta la lezione appresa durante il terzo trimestre, e descrive come il team sta posizionando il portafoglio per gestire i rischi legati al “conoscere l’ignoto” - Elezioni statunitensi, COVID-19 e potenziali stimoli fiscali - nei mesi che verranno.
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sustainable-investing
liquidity
Liquidity
page
|
Sustainable Investing
• 28-set-2020
|
Barbara Calvi,
Navindu Katugampola
Investors are increasingly looking to incorporate ESG within their entire portfolio, including the liquidity component. We discuss our holistic approach to ESG analysis and how that is integrated into the investment process.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 28-set-2020
|
Jim Caron
Jim Caron, Portfolio Manager e Head of Global Macro Strategies, fornisce un’analisi sui fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascoltalo adesso.
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|
|
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 23-set-2020
|
Marcus Watson
L’attuale crisi ha messo alla prova qualsiasi conoscenza assodata, e le previsioni sulle società sanitarie non fanno eccezione. Marcus Watson esamina la resilienza di questo settore rispetto alla pandemia in atto.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 21-set-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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|
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 18-set-2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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|
|
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainable Investing
• 16-set-2020
|
Vladimir Demine, Candida de Sliva
Decarbonizzazione 101. Il team International Equity ci spiega in che modo un portafoglio azionario di elevata qualità può aiutare gli investitori interessati a ridurre la propria impronta di carbonio.
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|
|
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solutions-and-multi-asset
Solutions & Multi-Asset
video
|
Video di approfondimento
• 16-set-2020
|
Jim Caron,
Andrew Harmstone
Niccolò Rabitti modera Jim Caron e Andrew Harmstone che discutono l’attuale situazione di mercato e i loro posizionamenti di portafoglio. Con il contributo straordinario del Prof. Domenico Siniscalco sull’attuale situazione politica ed economica globale e del nostro paese.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 15-set-2020
|
Michael Mauboussin, Dan Callahan
The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows. With investments shifting more toward intangible assets, this report discusses the measurement and characteristics of intangible assets and reviews the implications of the growth of intangibles for investors.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 14-set-2020
|
Global Fixed Income Team
Un favorevole mese di agosto ha evidenziato un proseguimento dei trend positivi. Quanto potrà durare questa situazione? E che implicazioni avrà per gli investitori obbligazionari? Ce lo spiega il team Global Fixed Income.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 14-set-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 9-set-2020
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets lists the economies most likely to thrive in the post pandemic era, arguing that the winners will need a strong defense against the forces of deglobalization, rising debt, and meddling governments, and a strong offense to exploit the booming digital economy.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 8-set-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 31-ago-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 24-ago-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 21-ago-2020
|
Andrew Harmstone, Manfred Hui, Laura Biancato
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio.
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 21-ago-2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 21-ago-2020
|
Jim Caron
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.
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|
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edge
active-fundamental-equity
Active Fundamental Equity
page
|
EDGE
• 19-ago-2020
|
Stan Delaney
CAR-T cell therapy has been a huge breakthrough in curing blood cancers. MSIM’s Counterpoint Global explores how recent advances in the technology could improve its safety and lower its cost while expanding CAR-T cell therapy’s addressable market.
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|
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 14-ago-2020
|
Global Fixed Income Team
Nonostante le buone notizie sul fronte delle politiche, non mancano rischi all’orizzonte: le relazioni tra Stati Uniti e Cina, il baratro fiscale USA, le presidenziali statunitensi e la pandemia. Restiamo però ottimisti.
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private-credit-and-equity
Private Credit & Equity
page
|
Press Release
• 13-ago-2020
|
Aaron Sack,
David N Miller
Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Doggie Dailies, a family-owned and operated online pet brand that offers premium nutritional supplements and wellness products for dogs.
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private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 13-ago-2020
|
Neha Champaneria Markle
Learn how coronavirus has affected the outlook for private equity investing, which could become an important source of capital in an economic recovery.
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|
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private-credit-and-equity
Private Credit & Equity
page
|
Press Release
• 6-ago-2020
|
John Moon,
David N Miller,
Robert Lee
Presidio Investment Holdings LLC (“Presidio Petroleum”) announced today that it has completed the acquisition of substantially all of the oil and natural gas producing properties of Templar Energy LLC and certain affiliates in the Anadarko Basin (“Templar”). Presidio Petroleum is a leading oil and gas efficiency company founded to acquire, operate, and optimize producing oil and natural gas properties in the Anadarko Basin and other established U.S. onshore basins.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 4-ago-2020
|
Michael Mauboussin, Dan Callahan
Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms. This change has had reverberations for asset managers, investors, executives, and policy makers.
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|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 3-ago-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
fixed-income
Fixed Income
pdf
|
Press Release
• 3-ago-2020
|
Global Fixed Income Team
MSIM today announced the launch of two sustainable fixed income funds. These launches come as the Firm continues to expand its sustainable investment offering in line with Morgan Stanley’s commitment to sustainability, MSIM’s long-term strategy within sustainable investing and growing investor demand for investment products with a focus on sustainable objectives.
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|
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
video
|
Sustainable Investing
• 1-ago-2020
|
Vikram Raju
Head of Impact Investing, Vikram Raju, speaks at the 2020 IPE Congress on climate investing
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|
|
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
video
|
Sustainable Investing
• 31-lug-2020
|
Vikram Raju
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
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|
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 30-lug-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 30-lug-2020
|
Kristian Heugh, Marc Fox
Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.
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|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 29-lug-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 28-lug-2020
|
Nash Waterman
The AIP Private Markets team explains their framework for selecting companies and constructing a portfolio that seeks to withstand changes in the economic cycle.
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|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 27-lug-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 24-lug-2020
|
Andrew Slimmon
In his July TAKE, Andrew Slimmon discusses how behavioral finance again takes the front seat. Many investors remain pessimistic in spite of signs that in fact, 2020 could be a good year for equities.
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|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 24-lug-2020
|
Anton Heese
Read why we believe investors are correct in seeing that the EU Recovery Fund will succeed in reducing euro sovereign credit risk.
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|
|
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 21-lug-2020
|
Ruchir Sharma
In his latest Tales From the Emerging World, Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, notes that though stock valuations have been inflated by lower interest rates, the market remains the best barometer of the economic cycle.
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|
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fixed-income
Fixed Income
video
|
Video di approfondimento
• 20-lug-2020
|
Jim Caron
Jim Caron, gestore del portafoglio, fa il punto sull’impatto che le politiche monetarie e fiscali hanno avuto sui mercati nel secondo trimestre, e quali sono le implicazioni per la possibile futura ripresa economica.
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|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 20-lug-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 19-lug-2020
|
International Equity Team
The Morgan Stanley Global Brands Equity Income Fund offers the ability to generate a reasonable level of income without sacrificing long-term performance; in our view, that’s income the right way.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 16-lug-2020
|
Dirk Hoffmann-Becking, Alex Gabriele
Il settore dei pagamenti inizia ad essere una delle aree più interessanti del mondo fintech. Ce ne parla il nostro team International Equity.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• 16-lug-2020
|
Patrick Reid,
Gary Chan
ARP are factor-based sources of return that are rules-based and systematically derived. Many ARP seek to be market-neutral or risk-mitigating. Both may be appealing to investors focused on building resilient portfolios.
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|
|
|
global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-lug-2020
|
Global Fixed Income Team
A fronte dell’aumento globale dei tassi di contagio, ci chiediamo se la ripresa dell’economia possa proseguire nonostante i timori sul fronte della salute e dell’occupazione, che incidono negativamente sugli utili e sul potere di spesa.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 13-lug-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 9-lug-2020
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Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 6-lug-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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active-fundamental-equity
Active Fundamental Equity
video
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Webinar
• 1-lug-2020
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Ruchir Sharma,
James Upton
Ruchir e Jim hanno discusso il quadro macroeconomico dei paesi emergenti e identificato i trend di mercato che hanno subito un’accellerazione durante la crisi Covid-19.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Sustainable Investing
• 1-lug-2020
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Portfolio Solutions Group
The Morgan Stanley Institute for Sustainable Investing and the Portfolio Solutions Group examine the increasing trend of decarbonization in business and investment conversations, and explain why they believe this will give rise to compelling investment opportunities and affect the way that investors build and manage their portfolios.
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sustainable-investing
page
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Sustainable Investing
• 30-giu-2020
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Navindu Katugampola, Barbara Calvi
The universe of “sustainable bonds” spans a broad set of categories, creating a confusing mosaic for investors to decipher, and leading to accusations of “greenwashing” by critics. The Global Fixed Income Sustainable Investing team explores how they look through the labelling to critically assess sustainable bond issuance within their investment process.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• 30-giu-2020
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Andrew Slimmon
Is the tech sector in bubble territory like it was back in 2000? “Maybe so”, says Andrew Slimmon, “but we believe there are still plenty of reasonably priced names out there.”
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global-multi-asset-viewpoint market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Global Multi-Asset Viewpoint
• 30-giu-2020
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Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Stars Aligned for Higher Inflation."
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 29-giu-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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sustainable-investing
page
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Sustainable Investing
• 25-giu-2020
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There is a growing interest in ESG assets amongst central bank reserve managers, a new survey by Morgan Stanley Investment Management and the Institute of International Finance (IIF) finds.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Resilience
• 24-giu-2020
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Kenneth Michlitsch
Fintech-driven alternative lending exhibited resilience during the acute initial phase of the COVID-19 pandemic. Recent data supports continued optimism.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Investment Insight
• 24-giu-2020
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Portfolio Solutions Group
In light of the extraordinary market
disruption due to the spread of the
COVID-19 pandemic, the PSG team
considers the broader potential impacts
of the current crisis on private markets and
describes potential areas of
investment opportunity going forward in
the post-crisis environment.
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page
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Video di approfondimento
• 22-giu-2020
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Susanna Invernizzi
Il Professor Domenico Siniscalco e Susanna Invernizzi discutono il contesto economico e di mercato del settore globale delle infrastrutture alla luce delle nuove politiche fiscali indotte dalla pandemia.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 22-giu-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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fixed-income
Fixed Income
page
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Jim Caron
Given that interest rates are near zero, or negative, in many countries for the foreseeable future, will bonds be useful diversifiers in portfolios? Jim Caron, Global Fixed Income Portfolio Manager, thinks “yes” but the key is an actively managed focus on alpha.
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fixed-income
Fixed Income
page
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Articolo di approfondimento
• 19-giu-2020
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Jim Caron
Considerando che in molti paesi i tassi d’interesse sembrano destinati a rimanere vicini allo zero o negativi, le obbligazioni saranno efficaci come elemento di diversificazione all’interno dei portafogli? Secondo Jim Caron, gestore di portafoglio della strategia Global Fixed Income, la risposta è “sì”, ma tutto dipende dalla capacità di concentrarsi in modo attivo sull’alpha.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 15-giu-2020
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Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 15-giu-2020
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Global Fixed Income Team
Nonostante l’ondata senza precedenti di dati economici negativi e gli incerti sviluppi del coronavirus, nel mese di maggio i mercati hanno mantenuto la loro traiettoria positiva mettendo a segno un ulteriore rialzo.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Resilience
• 15-giu-2020
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Eric Stampfel
Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.
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fixed-income
Fixed Income
page
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Global Fixed Income Insights
• 15-giu-2020
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Leon Grenyer,
Anton Heese,
Richard Class
Read why we believe that a single portfolio manager is better placed to manage overall risk and take advantage of relative value opportunities between different fixed income sectors.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 15-giu-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Capacità di tenuta
• 14-giu-2020
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Andrew Harmstone, Laura Biancato
I rendimenti stellari degli investimenti finiscono quasi sempre in prima pagina, come i tracolli finanziari, come quelli causati dalla pandemia di Covid-19 o dalla crisi finanziaria del 2008-2009. Raramente, però, leggiamo articoli sulle strategie resilienti che hanno conseguito risultati eccellenti nella gestione della volatilità, generando al contempo rendimenti robusti e competitivi. Eppure, saper gestire la volatilità è fondamentale per sopravvivere a una brusca correzione dei mercati.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 12-giu-2020
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