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carons-corner
audio
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Caron's Corner
• 20-set-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 20-set-2023
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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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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 13-set-2023
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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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page
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Insight Article
• 13-set-2023
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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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video
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Insight Video
• 12-set-2023
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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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carons-corner
audio
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Caron's Corner
• 11-set-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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page
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Insight Article
• 7-set-2023
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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
page
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Market Monitor
• 7-set-2023
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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
page
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PATH
• 5-set-2023
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Andrew Harmstone, Jim Caron
A hawkish Fed appears more concerned with bringing inflation down, than the prospect of recession. With a cooling labour market, slowing conditions, but consumers still appearing resilient, we believe we are taking a hard walk towards a soft landing.
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sustainable-investing
page
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Sustainable Investing
• 1-set-2023
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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
page
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Global Fixed Income Bulletin
• 1-set-2023
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Fixed Income Team
The Broad Markets Fixed Income team explains why they believe we are still close to the end of the rate hiking cycle, but why rates may remain range bound until the data proves otherwise.
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sustainable-investing
page
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Sustainable Investing
• 31-ago-2023
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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
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Sustainable Investing
• 31-ago-2023
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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
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Sustainable Investing
• 31-ago-2023
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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
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Sustainable Investing
• 31-ago-2023
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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
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Sustainable Investing
• 31-ago-2023
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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
page
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Tales From the Emerging World
• 29-ago-2023
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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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carons-corner
audio
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Caron's Corner
• 28-ago-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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global-equity-observer
page
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Global Equity Observer
• 28-ago-2023
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William Lock, Annabel Stanford
Sebbene le scelte della società sembrino essere determinate dalla ricerca di ricompense immediate, il team International Equity ritiene che, quando si tratta di finanza, la pazienza consenta di ottenere risultati duraturi ed esiti positivi nel lungo periodo.
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carons-corner
audio
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Caron's Corner
• 21-ago-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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page
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Insight Article
• 18-ago-2023
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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
page
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Takeaways & Key Expectations
• 14-ago-2023
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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
page
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EDGE
• 9-ago-2023
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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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carons-corner
audio
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Caron's Corner
• 7-ago-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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path
page
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PATH
• 7-ago-2023
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Andrew Harmstone, Jim Caron
L’inflazione continua a diminuire e ciò potrebbe segnare l’inizio della fine del ciclo di rialzi. Tuttavia, rimaniamo agili e ben posizionati per gestire entrambi i rischi di eventi estremi. Leggere qui per conoscere le implicazioni per i nostri portafogli.
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market-monitor
page
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Market Monitor
• 4-ago-2023
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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
page
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Tales From the Emerging World
• 3-ago-2023
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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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page
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Insight Article
• 2-ago-2023
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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
page
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Market Monitor
• 2-ago-2023
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Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 31-lug-2023
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Fixed Income Team
Negli Stati Uniti, dove il rischio di una recessione continua a calare e molti analisti, tra cui gli esperti della Fed addetti alla ricerca, ora sostengono che lo scenario più probabile sia quello di un atterraggio morbido. Ma nonostante il maggiore ottimismo, l’inflazione è rimasta sotto controllo. Nelle sue prospettive mensili, il team Broad Markets Fixed Income spiega perché questo può essere uno sviluppo positivo per gli attivi finanziari.
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global-multi-asset-viewpoint
page
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Global Multi-Asset Viewpoint
• 31-lug-2023
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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
page
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Global Equity Observer
• 31-lug-2023
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Bruno Paulson, Emma Broderick
Con l’aprirsi di un nuovo capitolo nella storia dell'intelligenza artificiale, i vincitori di questa prima fase della “corsa all'oro dell’IA” sono le società fornitrici di semiconduttori e di servizi di cloud computing. Il dilagare dell'intelligenza artificiale generativa è però caratterizzato da due fattori inattesi, cioè la velocità di adozione da parte dei consumatori e l'assenza di barriere all'ingresso. Anche se è ancora presto per valutare appieno l'impatto dell'IA, il nostro team International Equity continua a sondare il mercato per individuare le migliori opportunità in termini qualitativi, concentrandosi sulle future prospettive di riduzione dei costi e creazione di valore, senza trascurare i potenziali rischi.
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sustainable-investing
engagement-report
page
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Engagement Report
• 27-lug-2023
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Marte Borhaug
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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page
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Insight Article
• 27-lug-2023
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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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carons-corner
audio
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Caron's Corner
• 26-lug-2023
|
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
audio
|
Market Alert
• 26-lug-2023
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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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page
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Insight Article
• 26-lug-2023
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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
page
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Consilient Observer
• 25-lug-2023
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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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big-picture
page
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The Big Picture
• 25-lug-2023
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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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carons-corner
audio
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Caron's Corner
• 24-lug-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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page
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Articolo di approfondimento
• 18-lug-2023
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Niccolò Rabitti, Co-Head of Italy, Andrea Rizzolo, Vice President of Retail Distribution Italy, hanno fornito un aggiornamento sull’allocazione e la performance dei portafogli dei vari team di gestione nel contesto dei più recenti sviluppi e dei trend futuri attesi dal mercato.
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carons-corner
audio
|
Caron's Corner
• 17-lug-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 14-lug-2023
|
Fixed Income Team
La resa dei conti arriverà negli ultimi mesi del 2023, quando gli effetti cumulativi dell’inasprimento delle banche centrali continueranno a mordere e il sostegno residuo della politica fiscale attuata durante la pandemia si affievolirà, o svanirà. I rischi di recessione permangono, ma a nostro avviso restano sopravvalutati.
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page
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Insight Article
• 12-lug-2023
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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
page
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Market Monitor
• 11-lug-2023
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Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
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market-monitor
page
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Market Monitor
• 11-lug-2023
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Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
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carons-corner
audio
|
Caron's Corner
• 10-lug-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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path
page
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PATH
• 6-lug-2023
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Andrew Harmstone, Jim Caron
Considerando un mercato del lavoro resiliente ma in rallentamento, e che le politiche sono più accomodanti che restrittive in relazione all’inflazione, ci aspettiamo in misura sempre maggiore un atterraggio morbido. Ecco come stiamo adeguando il nostro posizionamento di conseguenza.
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market-monitor
page
|
Market Monitor
• 6-lug-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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page
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Articolo di approfondimento
• 3-lug-2023
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Andrew Harmstone, Jim Caron
Di fronte alla repentina conclusione di una fase di tassi d'interesse in contrazione durata quattro decenni, gli investitori stanno valutando metodi alternativi per creare portafogli efficienti con rendimenti più stabili. Andrew Harmstone e Jim Caron fanno il punto della situazione.
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page
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Insight Article
• 3-lug-2023
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Andrew Harmstone, Jim Caron
Now that a 40-year period of declining interest rates has abruptly ended, investors are evaluating alternative means of creating efficient portfolios with more stable returns. Andrew Harmstone and Jim Caron explore.
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video
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Video di approfondimento
• 29-giu-2023
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Anton Heese, Richard Ford
Guarda l’approfondimento con Anton Heese and Richard Ford. I relatori hanno parlato Parleremo di outlook di mercato obbligazionario europeo.
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global-equity-observer
page
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Global Equity Observer
• 29-giu-2023
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Marcus Watson and Richard Perrott
Nel mondo delle fusioni e acquisizioni, non tutti gli acquirenti sono uguali. Il team International Equity osserva un atteggiamento prudente nei confronti delle fusioni e acquisizioni che, in genere, rappresentano una scelta ad alto rischio per quanto riguarda l’allocazione di capitale di una società. Ma ci sono società – alcune delle quali presenti in portafoglio – con un track record di acquisizioni a rischio relativamente basso che hanno contribuito in misura molto positiva ai rendimenti per gli azionisti. I buoni acquirenti sono una specie rara, ma le loro strategie presentano caratteristiche comuni tali da far pensare che si tratti di un processo ripetibile.
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carons-corner
audio
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Caron's Corner
• 26-giu-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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video
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Insight Video
• 16-giu-2023
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International Equity
Adding resilience to your portfolio means letting the companies you hold work for you. Learn how the International Equity team seeks to identify companies with earnings resilience and why this matters for long-term investors.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 15-giu-2023
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Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon presents helpful thoughts for now what happens to equities.
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global-multi-asset-viewpoint
page
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Global Multi-Asset Viewpoint
• 15-giu-2023
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Five Forces of Secular Inflation"
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 14-giu-2023
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Fixed Income Team
A maggio l'economia americana sembra essersi rafforzata nonostante le deboli aspettative prospettate per il mese e la volatilità che ha caratterizzato il periodo in esame. Il Team Broad Markets Fixed Income esamina la situazione.
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carons-corner
audio
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Caron's Corner
• 12-giu-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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page
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Insight Article
• 7-giu-2023
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Jarrod Quigley
Secondary markets for hedge funds and private credit can offer compelling returns and important risk mitigation benefits.
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consilient-observer
page
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Consilient Observer
• 6-giu-2023
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Michael Mauboussin, Dan Callahan
This report extends our analysis of the ROICs for public companies in the U.S. and updates the data to cover the years 1990 to 2022. We start by providing the latest ROIC figures, then examine the link between changes in ROICs and total shareholder returns (TSRs), and finish by reviewing elements of competitive strategy as well as persistence of ROIC by sector.
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market-monitor
page
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Market Monitor
• 6-giu-2023
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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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carons-corner
audio
|
Caron's Corner
• 5-giu-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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path
page
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PATH
• 5-giu-2023
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Andrew Harmstone, Jim Caron
Un accordo sul tetto del debito che probabilmente porterà a un irrigidimento fiscale presenta rischi a lungo termine. Tuttavia, il posizionamento difensivo o l’“attesa” della recessione possono essere costosi. In un simile contesto riteniamo che sia meglio un posizionamento bilanciato anziché uno difensivo.”
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global-equity-observer
page
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Global Equity Observer
• 31-mag-2023
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Alistair Corden-Lloyd
La resilienza necessaria per affrontare sfide globali come quelle a cui abbiamo assistito negli ultimi anni richiede un’allocazione di capitale di qualità. Abbiamo assistito a una straordinaria resilienza nelle nostre partecipazioni perché le società che ricerchiamo presentano “fossati economici” profondi, ampi e ben gestiti che proteggono e incrementano la quota di mercato, sostengono o migliorano la redditività e possono offrire interessanti rendimenti nel lungo periodo. Ma per mantenere questi “fossati” è necessario un investimento costante nelle caratteristiche uniche dell’offerta di un’azienda.
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carons-corner
audio
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Caron's Corner
• 30-mag-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 24-mag-2023
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Paul Psaila, Uday Tharar
Brazil’s president Lula has unveiled ambitious spending plans to appease his supporters, but we believe he will moderate his tone and embrace responsible economic policies to manage the fiscal policy and allow the central bank to start cutting rates.
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carons-corner
audio
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Caron's Corner
• 22-mag-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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market-alert
audio
|
Market Alert
• 16-mag-2023
|
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
page
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Global Fixed Income Bulletin
• 15-mag-2023
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Fixed Income Team
Dopo i problemi di marzo, gli investitori hanno beneficiato di un mese relativamente tranquillo ad aprile. Tuttavia, data la continua incertezza, il team Fixed Income consiglia di mantenere un approccio flessibile.
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carons-corner
audio
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Caron's Corner
• 8-mag-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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global-equity-observer
page
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Global Equity Observer
• 8-mag-2023
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Bruno Paulson
Il mercato azionario sembra gratificante. Di fronte al perdurare dell’inflazione salariale, ai segnali pessimistici del mercato obbligazionario, all’irrigidimento delle condizioni di finanziamento, al calo della fiducia delle piccole imprese, alla revisione al ribasso del PIL e alle aspettative di un indebolimento dei consumi – in breve, ad una possibile, se non addirittura probabile, recessione negli Stati Uniti – il mercato azionario continua a scambiare a multipli elevati. Si tratta di un fattore preoccupante se si considera che la resa dei conti economica sia stata semplicemente rinviata piuttosto che scongiurata.
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path
page
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PATH
• 5-mag-2023
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Andrew Harmstone, Jim Caron
Sebbene il rischio di recessione nel breve periodo sembra essersi attenuato, gli effetti complessivi delle misure di irrigidimento adottate dalle banche centrali non si sono ancora fatti sentire appieno. Nonostante il recente miglioramento della qualità dei dati, una diversificazione bilanciata del portafoglio continua a essere fondamentale. Di seguito spieghiamo il modo in cui stiamo affrontando questa problematica.
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video
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Media Appearance
• 3-mag-2023
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Lauren Hochfelder
Lauren Hochfelder, CEO of Morgan Stanley Real Estate Investing (MSREI) and Head of MSREI Americas, talks commercial real estate outlook, opportunities and lessons learned in this interview for the Commercial Observer.
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carons-corner
audio
|
Caron's Corner
• 3-mag-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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sustainable-investing
calvert
page
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Calvert
• 3-mag-2023
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John Streur
In questo articolo, Calvert descrive le quattro aree in cui i cambiamenti di rilievo stanno influenzando il panorama degli investimenti responsabili.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 3-mag-2023
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Eric Carlson, Candy Chao
Businesses are pushing for sustainable practices to reduce both environmental risks and operating costs, as they anticipate evolving consumer preferences and potential regulatory changes. The adoption of a circular practice shifts to a mindset of “reduce, reuse and recycle” from the “take-make-waste” model which has created a glut of waste and increasing environmental costs. Eric Carlson and Candy Chao explore.
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market-monitor
page
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Market Monitor
• 3-mag-2023
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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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carons-corner
audio
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Caron's Corner
• 1-mag-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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carons-corner
audio
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Caron's Corner
• 24-apr-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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market-monitor
page
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Market Monitor
• 19-apr-2023
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Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.
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page
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Insight Article
• 18-apr-2023
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Pamela Fung
Leverage Morgan Stanley Investment Management’s experience and insight to demystify the private equity opportunity in Asia and opportunities for outperformance.
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consilient-observer
page
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Consilient Observer
• 18-apr-2023
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Michael Mauboussin, Dan Callahan
U.S. companies are increasingly paying employees with stock-based compensation (SBC) rather than cash. We begin with data showing overall trends, then turn to the accounting issues, and wrap up by evaluating the strengths and weaknesses of SBC. Ongoing shareholders typically realize more dilution with young companies than with old ones because SBC tends to be more significant, and buybacks less significant, for young companies. Research is equivocal on the benefits commonly cited for SBC.
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carons-corner
audio
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Caron's Corner
• 17-apr-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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sustainable-investing
calvert
page
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Calvert
• 13-apr-2023
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Yijia Chen
Un nuovo articolo di Calvert sulla diversità di genere approfondisce le dinamiche economiche e sociali che hanno determinato il miglioramento nella distribuzione di genere negli organici aziendali statunitensi (e nei mercati internazionali) negli ultimi decenni.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 13-apr-2023
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Andrew Slimmon
In his April TAKE, Senior Portfolio Manager Andrew Slimmon articulates the frustrations of both bulls and bears with regard to today’s equity markets and how Applied Equity Advisors’ portfolios are positioned to capture potential opportunities.
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market-monitor
page
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Market Monitor
• 11-apr-2023
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Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
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market-monitor
page
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Market Monitor
• 11-apr-2023
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Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
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carons-corner
audio
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Caron's Corner
• 10-apr-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 10-apr-2023
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Global Fixed Income Team
Sebbene il Team Fixed Income sia convinto che gli eventi di marzo non rappresentino un’avvisaglia di una nuova crisi finanziaria, la situazione indica la presenza di anelli deboli nell’economia e un aumento delle tensioni che potrebbero manifestarsi nei prossimi mesi.
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advisor-institute
video
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Advisor Institute
• 8-apr-2023
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David Richman
Scopri come queste dinamiche possono contribuire a conversazioni più significative.
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advisor-institute
video
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Advisor Institute
• 8-apr-2023
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David Richman
Creare le premesse per farsi raccomandare senza chiederlo pronunciando qualche frase ad effetto – gli “ismi” – frasi che i clienti potranno ripetere nelle conversazioni con gli altri.
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advisor-institute
video
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Advisor Institute
• 8-apr-2023
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David Richman
per far crescere il business senza essere percepiti come venditori.
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advisor-institute
audio
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Advisor Institute
• 8-apr-2023
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