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beat
page
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Monthly
• 3-ott-2024
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Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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carons-corner
audio
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Caron's Corner
• 3-ott-2024
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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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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 2-ott-2024
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Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.
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alternatives
page
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Alternatives
• 26-set-2024
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Morgan Stanley Private Credit
Direct lending continues to offer compelling relative value compared to other asset classes and offers attractive diversification alternative to public fixed income. Further, when considered in the context of public markets, direct lending has significant room to grow.
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global-fixed-income-bulletin
video
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Global Fixed Income Bulletin
• 24-set-2024
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Broad Markets Fixed Income Team
When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.
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global-fixed-income-bulletin
video
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Global Fixed Income Bulletin
• 24-set-2024
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Broad Markets Fixed Income Team
Quando la Fed parla di tagli, gli investitori si chiedono “Quanto saranno profondi?” Scopri le nostre idee sull’evoluzione dei tassi e le nostre prospettive sul mercato creditizio e sul dollaro statunitense.
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page
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Media Appearance
• 24-set-2024
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Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins CNBC The Exchange to discuss how rate cuts will affect municipal bonds, how the election and tax rates could impact municipals, and more.
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alternatives
page
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Alternatives
• 20-set-2024
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Pamela Fung
With Indian public markets having experienced a strong run-up since 2020, global allocators have been turning to Indian private equity. In this paper, we aim to examine the promising performance potential of Indian private equity.
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page
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Insight Article
• 20-set-2024
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Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.
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2024-outlooks
page
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2024 Outlooks
• 19-set-2024
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Mark van der Zwan, Jarrod Quigley
Our hedge fund team discusses their outlook and the opportunities they are seeing for the remainder of 2024.
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video
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Video di approfondimento
• 18-set-2024
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Brad Godfrey
Il co-head di Emerging Markets debt Brad Godfrey spiega i vantaggi potenziali di diversificazione, reddito e rendimento di una classe di attivi in crescita e solida.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 18-set-2024
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Broad Markets Fixed Income Team
Fixed income put in another solid performance in August despite unprecedented volatility in the first two weeks. The Broad Markets Fixed Income Team explores.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 17-set-2024
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Andrew Slimmon
"In his September TAKE, Senior Portfolio Manager Andrew Slimmon discusses why, like in previous US Presidential election years, this time of equity market volatility is a period to be a patient and intentional investor, in preparation for a likely strong finish to 2024."
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carons-corner
audio
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Caron's Corner
• 16-set-2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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page
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Media Appearance
• 10-set-2024
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Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins Bloomberg Surveillance Radio to discuss the muni market, its focus on infrastructure, the opportunity in high yield munis right now and how sectors such as commercial real estate may impact the municipal market.
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beat
page
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Mensile
• 5-set-2024
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Portfolio Solutions Group
Utilizziamo il ‘’The BEAT’’ come risorsa a cui attingere per comprendere il mercato nel corso del mese. Ogni edizione offre idee e approfondimenti che illustrano come affrontare l’attuale contesto d’investimento.
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carons-corner
audio
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Caron's Corner
• 5-set-2024
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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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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 4-set-2024
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Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.
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carons-corner
audio
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Caron's Corner
• 26-ago-2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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global-equity-observer
page
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Global Equity Observer
• 26-ago-2024
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Richard Perrott
Sebbene gran parte delle società partecipate siano aziende di grandi dimensioni con marchi consolidati e conosciuti, la nostra esperienza ci insegna che è possibile trovare anche ottime aziende e opportunità d’investimento prendendo in considerazione operatori che si concentrano su nicchie specializzate, in particolare quelli che svolgono un ruolo cruciale nell'ambito di un determinato mercato e che vantano stretti rapporti con i clienti. Queste aziende, ingiustamente, ma non sorprendentemente, spesso non attirano l'attenzione del mercato e possono essere ignorate dagli analisti sell-side.
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alternatives
page
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Alternatives
• 23-ago-2024
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Kara O'Halloran
Discover why the current market is conducive to market-neutral strategies, with the ability to generate alpha on both the long and short sides of portfolios.
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page
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Insight Article
• 15-ago-2024
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Laurel Durkay
Given the Fed is expected to start cutting interest rates in 2H24, we believe now is an excellent time to consider an allocation to REITs.
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global-fixed-income-bulletin
video
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GLOBAL FIXED INCOME BULLETIN VIDEO
• 15-ago-2024
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Broad Markets Fixed Income Team
Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.
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global-fixed-income-bulletin
video
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GLOBAL FIXED INCOME BULLETIN VIDEO
• 15-ago-2024
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Broad Markets Fixed Income Team
Scopri le ultime aspettative della Fed sui tagli dei tassi, i motivi per monitorare le elezioni negli Stati Uniti e le ragioni per cui continuiamo a prediligere il credito a breve duration.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 12-ago-2024
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Broad Markets Fixed Income Team
Nonostante la riluttanza delle banche centrali a impegnarsi preventivamente sui percorsi di politica monetaria, l’ottimismo degli investitori obbligazionari è aumentato. Analisi del team Broad Market Fixed Income.
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carons-corner
audio
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Caron's Corner
• 12-ago-2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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market-alert
audio
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Market Alert
• 12-ago-2024
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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
• 9-ago-2024
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Frank Famiglietti
With the “democratization” of alternatives, many individual investors now have access to investment strategies that have the potential to improve performance and diversification.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 7-ago-2024
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Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.
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alternatives
audio
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Media Appearance
• 6-ago-2024
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Jeff Levin, Ashwin Krishnan
Jeff Levin and Ashwin Krishnan discuss private credit, its outlook and where they see opportunities, on InsuranceAUM’s podcast.
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alternatives
audio
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Media Appearance
• 6-ago-2024
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Aaron Sack
Head of Morgan Stanley Capital Partners, Aaron Sack, discusses how to build a successful middle market buyout strategy, and the role of private equity in market growth.
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carons-corner
audio
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Caron's Corner
• 5-ago-2024
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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
• 29-lug-2024
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Bruno Paulson, Laura Bottega
Il mercato sembra essere dominato da una duplice convinzione: l’invulnerabilità dell’economia statunitense e l’impatto massiccio dell’intelligenza artificiale generativa. Questo non è certo il contesto più facile per una filosofia d’investimento che punta a individuare vincitori affermati capaci di generare utili resilienti in tempi difficili. Tuttavia, aspettative generalmente elevate, e in maniera sempre più accentuata per una società in particolare, ci spingono a rimanere cauti nei confronti delle prospettive di mercato. Rimaniamo fedeli al nostro processo di qualità e ci concentriamo sul compounding assoluto e a lungo termine.
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carons-corner
audio
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Caron's Corner
• 29-lug-2024
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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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alternatives
page
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Alternatives
• 25-lug-2024
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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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consilient-observer
page
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Consilient Observer
• 24-lug-2024
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Michael Mauboussin, Dan Callahan
Consilient Research considers the phenomenon of companies that both issue and retire shares around the same time. This behavior may fail the central goal of capital allocation, which is to buy low and sell high. Which one is it?
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global-fixed-income-bulletin
video
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GLOBAL FIXED INCOME BULLETIN VIDEO
• 23-lug-2024
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Broad Markets Fixed Income Team
Co-Head of Broad Markets Fixed Income Vishal Khanduja discusses the probability for a U.S. soft landing, the heightened political uncertainty and how investors should think about positioning for volatility.
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page
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Insight Article
• 23-lug-2024
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Laurel Durkay, Simon Robson Brown, Christopher Freemantle
Historically, the trough in European listed real estate NAV discounts has preceded the trough in values and NAVs by around six to nine months. We think this time is no different, and that now we’re at—or very close to—trough NAV for the sector.
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global-fixed-income-bulletin
video
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GLOBAL FIXED INCOME BULLETIN VIDEO
• 23-lug-2024
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Broad Markets Fixed Income Team
Vishal Khanduja, Co-Head del team Broad Markets Fixed Income, discute la probabilità di un atterraggio morbido negli Stati Uniti, l’accresciuta incertezza politica e il modo in cui gli investitori dovrebbero riflettere sul posizionamento per la volatilità.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 23-lug-2024
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Andrew Slimmon
In his July TAKE, Senior Portfolio Manager Andrew Slimmon reiterates the rational behavior of the stock market so far this year given corporate fundamentals and stock performance appear closely aligned. And discusses why, in spite of nearer term volatility, the market could finish the year higher still.
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market-monitor
page
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Market Monitor
• 16-lug-2024
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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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beat
page
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Webinar
• 16-lug-2024
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Il trimestre che ci aspetta e le migliori idee di asset allocation dei nostri specialisti d’investimento, moderati da Miguel Vialba, Head of Investment Management Iberia.
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market-monitor
page
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Market Monitor
• 16-lug-2024
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Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
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page
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Insight Article
• 16-lug-2024
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Andrew Szczurowski, Gregory Finck
The impressive performance of corporate credit markets to start the year has prompted many investors to begin seeking out alternative sources of yield and total return in the global fixed income markets.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 16-lug-2024
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Fixed Income
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected inflation and increased market expectations of further rate cuts.What was the impact on fixed income markets? The Broad Markets Fixed Income team explains.
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market-monitor
page
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Market Monitor
• 16-lug-2024
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Municipal Bond Group
Overview of the trends and developments in the muni bond markets.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 11-lug-2024
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Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.
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global-equity-observer
page
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Global Equity Observer
• 11-lug-2024
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William Lock
Gestione attiva o passiva? Questo annoso interrogativo è mal posto. Un’opzione non per forza esclude l’altra. Riteniamo anzi che una coesistenza in portafoglio di investimenti indicizzati e investimenti a gestione attiva sia assolutamente proficua. I fondi passivi offrono non solo un’esposizione ad ampio spettro e la possibilità di accedere agilmente e in modo conveniente a temi tattici, ma anche l’opportunità di operare in modo selettivo, soprattutto se si considerano gli orientamenti degli indici. Quando i prezzi delle azioni si disconnettono dai fondamentali, gli stock picker più abili possono approfittarne, se hanno la fortuna di disporre di un orizzonte temporale più lungo e di poter contare sulla prosecuzione di un rialzo trainato dai multipli.
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video
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Video di approfondimento
• 10-lug-2024
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Dónal Kinsella
Il gestore di portafoglio Dónal Kinsella illustra tre aree chiave che gli investitori obbligazionari high yield dovrebbero prendere in considerazione e perché un approccio discrezionale alla selezione del credito è fondamentale.
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beat
page
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Mid-Year
• 3-lug-2024
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Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.
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carons-corner
audio
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Caron's Corner
• 3-lug-2024
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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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sustainable-investing
page
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Sustainable Investing
• 30-giu-2024
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Calvert Research and Management
Morgan Stanley’s 2024 Annual Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate topical issues related to sustainability.
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page
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Media Appearance
• 28-giu-2024
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Jim Caron
In a discussion with InvestmentNews, Jim Caron, Chief Investment Officer of the Portfolio Solutions Group, explains why he believes U.S. stocks may suffer a setback before year-end and that Japanese equities are currently his highest conviction overweight, one that offers attractive upside.
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page
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Insight Article
• 26-giu-2024
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Kara O'Halloran
Learn why our Hedge Fund Team believes the shift in the alternative investment space has evolved alpha, and how multiple ARP strategies are critical components of systematic liquid alternatives.
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global-fixed-income-bulletin
video
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GLOBAL FIXED INCOME BULLETIN VIDEO
• 25-giu-2024
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Fixed Income Team
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?
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global-fixed-income-bulletin
video
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GLOBAL FIXED INCOME BULLETIN VIDEO
• 25-giu-2024
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Broad Markets Fixed Income Team
Il mercato sconta tagli dei tassi negli Stati Uniti, mentre le altre banche centrali nel resto del mondo si muovono verso l’allentamento. Gli investitori stanno correndo troppo? La Federal Reserve rimane prudente e i dati reali suggeriscono un rinvio dei tagli. I mercati rivedranno i loro giudizi? La Fed cambierà registro? E l’incertezza dei tassi inciderà sulle opportunità offerte dall’obbligazionario globale?
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carons-corner
audio
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Caron's Corner
• 24-giu-2024
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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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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 14-giu-2024
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Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon discusses earnings revisions as a major driver of stock performance this year and talks about the importance of using highly active managers and avoiding closet indexers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 14-giu-2024
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Broad Markets Fixed Income Team
Nonostante la crescita e l’inflazione rimangano a livelli elevati (rispetto agli obiettivi fissati), gli investitori obbligazionari hanno iniziato a nutrire ottimismo sulle future politiche della Fed. Qual è l’impatto sui mercati obbligazionari? Il Team Broad Markets Fixed Income illustra la situazione.
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sustainable-investing
engagement-report
page
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Engagement Report
• 13-giu-2024
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Eric Carlson, Dana Phillips, Candy Chao, Harrison Jamin
Our Emerging Markets Equity annual stewardship report illustrates our proactive engagement with portfolio companies to navigate operating landscapes and assist them in their growth. Discover how we initiate progress in the global energy transition, tackle regulatory challenges and encourage greater corporate transparency and disclosures, especially with regards to executive compensation issues.
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page
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Insight Article
• 12-giu-2024
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Morgan Stanley Real Estate Investing
While the fundamentals and investment thesis for senior housing are compelling, the subtleties of different care segments and the service-oriented nature of caring for elderly residents create operational risk, requiring a nuanced investment strategy and dedicated operating expertise.
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alternatives
page
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Media Appearance
• 11-giu-2024
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David Miller
David Miller, Morgan Stanley Investment Management's Head of Global Private Credit & Equity, speaks on "Markets Today" from SuperReturn International. David speaks to some of the concern around the rapid growth of private market investments and explains why it's important to look upon that growth in the context of overall public market caps.
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2024-outlooks
page
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2024 Outlooks
• 10-giu-2024
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Adam Swinney, Greg Liebl
What's the outlook for commodity markets and what factors are driving commodity trends?
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video
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Insight Video
• 7-giu-2024
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International Equity
Many of the companies that our International Equity team owns aren’t just resilient, but they develop products and services that help other companies build their resilience.
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carons-corner
audio
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Caron's Corner
• 5-giu-2024
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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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consilient-observer
page
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Consilient Observer
• 4-giu-2024
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Michael Mauboussin, Dan Callahan
Stock market concentration has risen sharply over the past decade, creating a tough environment for active managers. In this report, we look at concentration over the past 75 years to see where we stand. We review which companies have been the largest and how that has changed. We ask if there is a correct level of concentration by studying other global markets and by presenting the possibility it was too low before. We then examine whether corporate performance supports the current increase.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 3-giu-2024
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Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.
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audio
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Media Appearance
• 31-mag-2024
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Rohanjit Chaudhry
Rohanjit Chaudhry, Executive Director of Morgan Stanley Capital Partners, joined BDO Private Equity PErspectives podcast to discuss how private equity continues to approach economic challenges, like the current high cost of capital, through a lens of cautious optimism
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video
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Media Appearance
• 29-mag-2024
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Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Bloomberg Surveillance to discuss her outlook on commercial real estate and sectors where she sees potential opportunity.
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global-equity-observer
page
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Global Equity Observer
• 28-mag-2024
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Anton Kryachok
In un mercato ossessionato dalla ricerca della "next big thing", ci assicuriamo che le valutazioni delle società siano giustificate dai fondamentali sottostanti, costruendo un portafoglio di quelle rare società in grado di moltiplicare gli utili con un rendimento elevato e sostenibile nel lungo periodo, poiché sebbene i multipli abbiano contribuito per l’85% ai rendimenti questo trimestre, su un arco di 20 anni questa percentuale scende al 4%. Nel frattempo, la crescita degli utili conta molto di più: nell'arco di 20 anni ha contribuito per il 71%. Il compounding richiede disciplina e pazienza.
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carons-corner
audio
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Caron's Corner
• 28-mag-2024
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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
• 23-mag-2024
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Fixed Income Team
In this piece, fixed income managers investing across the duration spectrum outline strategies for seeking higher current income and capital appreciation during this unusual yield curve inversion.
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big-picture
page
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Big Picture
• 21-mag-2024
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Jitania Kandhari
In this updated report, read how Emerging Markets are driven by more than just China. Emerging Market Equities look attractive with higher growth, reduced debt, and lower inflation. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group and Head of Macro & Thematic Research, Emerging Markets explains.
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page
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Media Appearance
• 16-mag-2024
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Lauren Hochfelder
Lauren Hochfelder on Yahoo Finance: Morgan Stanley's Top Real Estate Investing 'Megatrends'
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 13-mag-2024
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Broad Markets Fixed Income Team
Il mutamento delle aspettative riguardo ai tagli dei tassi è stato avvertito in tutto il mondo con i rendimenti che sono saliti sia nei mercati sviluppati che in quelli emergenti. Il team Broad Markets Fixed Income analizza le conseguenze di questi sviluppi sugli investitori.
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page
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Articolo di approfondimento
• 9-mag-2024
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Portfolio Solutions Group
In questo articolo, il Portfolio Solutions Group spiega l’approccio di gestione adottato per affrontare l’impatto negativo di questo nuovo regime sui rendimenti, mirando a conseguire rendimenti stabili.
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tales-from-the-emerging-world
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Tales From the Emerging World
• 7-mag-2024
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Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.
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carons-corner
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Caron's Corner
• 6-mag-2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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carons-corner
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Caron's Corner
• 6-mag-2024
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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
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Global Equity Observer
• 30-apr-2024
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Bruno Paulson
La combinazione di effervescenza e concentrazione sui mercati crea un difficile contesto di investimento, in particolare in termini relativi. Il team International Equity ritiene occorra continuare a ragionare in termini assoluti, a essere rigorosi per quanto riguarda sia la qualità che le valutazioni, nonché a puntare sul compounding nel lungo periodo.
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sustainable-investing
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Sustainable Investing
• 30-apr-2024
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Robert Walker
As the 2024 proxy season kicks off, the Morgan Stanley Investment Management Global Stewardship Team highlights three key themes: Natural Capital and Biodiversity, Workers’ Rights, and Artificial Intelligence (AI) that we believe will be high on the agenda for investors.
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takeaways-key-expectations
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Takeaways & Key Expectations
• 29-apr-2024
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Andrew Slimmon
In his April TAKE, Senior Portfolio Manager Andrew Slimmon discusses investor behavior as pertaining to the puzzling swell in money market fund assets, and what Applied Equity Advisors is focused on during this earnings season.
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consilient-observer
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Consilient Observer
• 23-apr-2024
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Michael Mauboussin, Dan Callahan
Most investors “price” the stocks of companies by using valuation multiples instead of “valuing” them based on future cash flows and fundamentals. We address what multiples miss and why they have become less informative. We examine how the two most popular multiples, P/E and EV/EBITDA, can provide different signals about a stock’s relative attractiveness. We then take a deep look at EV/EBITDA. We do not discourage the use of multiples, but users should understand the underlying value drivers.
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tales-from-the-emerging-world
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Tales From the Emerging World
• 22-apr-2024
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Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.
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carons-corner
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Caron's Corner
• 22-apr-2024
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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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Media Appearance
• 17-apr-2024
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Lauren Hochfelder
Lauren Hochfelder discusses real estate opportunities and supply chain on CNBC's The Exchange.
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carons-corner
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Caron's Corner
• 15-apr-2024
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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
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Global Fixed Income Bulletin
• 10-apr-2024
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Broad Markets Fixed Income Team
L’obbligazionario risulta molto più interessante ora di quanto non fosse a inizio gennaio, secondo il Team Broad Markets Fixed Income.
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big-picture
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Big Picture
• 8-apr-2024
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Jitania Kandhari
In 2022, the 60/40 portfolio suffered its worst loss since 1937, prompting many market participants to question its value. Analyzing 200 years of data, Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, evaluates the renewed relevance of the 60/40 portfolio.
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market-monitor
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Market Monitor
• 8-apr-2024
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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
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Market Monitor
• 8-apr-2024
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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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big-picture
video
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Big Picture
• 8-apr-2024
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Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, examines the return of the 60/40 portfolio strategy in 2024.
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tales-from-the-emerging-world
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Tales From the Emerging World
• 4-apr-2024
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Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”
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carons-corner
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Caron's Corner
• 2-apr-2024
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