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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• 24-feb-2021
|
Andrew Slimmon
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 24-feb-2021
|
Bruno Paulson,
Laura Bottega
Having engaged with company management and their boards for more than 20 years, Bruno Paulson explains why the International Equity team favours meaningful long-term engagement over faddy box-ticking.
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• 24-feb-2021
|
Sarah Harrison, Navindu Katugampola, Barbara Calvi
Integrating ESG considerations into the high yield market presents both challenges and opportunities for investors. The Global Fixed Income team provides tangible examples of how their ever-evolving ESG framework has helped contribute to both alpha generation and risk mitigation in the last year.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 22-feb-2021
|
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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sustainable-investing
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 16-feb-2021
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Andrew Harmstone
The struggles of workers during the COVID-19 pandemic have brought into sharp focus long-standing social issues that affect every sector of the economy. The Global Balanced Risk Control Team looks at the investment implications.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 16-feb-2021
|
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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sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
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Convergence
• 16-feb-2021
|
Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 15-feb-2021
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Global Fixed Income Team
We want to own those areas that can withstand further macro/virus volatility and higher yields but have enough yield/spread to offer reasonable 2021 returns.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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Engagement Report
• 12-feb-2021
|
Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.
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active-fundamental-equity
Active Fundamental Equity
audio
|
Insight audio
• 12-feb-2021
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, reviews three key approaches to answer the most popular question her team gets asked – "How much should we invest in EM?"
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active-fundamental-equity
Active Fundamental Equity
audio
|
Insight audio
• 12-feb-2021
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines four trends she believes will lead to an EM comeback in the next five to ten years.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 10-feb-2021
|
Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 9-feb-2021
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.
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active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 9-feb-2021
|
Bruno Paulson
Bruno Paulson suggests reasons to believe it may be possible for EAFE to “out-earn” the U.S. in 2021 and beyond.
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active-fundamental-equity
Active Fundamental Equity
page
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Insight Article
• 8-feb-2021
|
Global Emerging Markets Team
The Global Emerging Markets Team argues that most investors own far less in EM than logical allocation models recommend, and are poised to miss an EM comeback.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 8-feb-2021
|
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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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• 4-feb-2021
|
Andrew Harmstone, Li Zhang, Christian Goldsmith
Not many multi-asset funds can say they invest with an eye toward the Paris Agreement’s objective of limiting global warming to 1.5° C. But the Global Balanced Sustainable Fund does just that.
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page
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Insight Article
• 1-feb-2021
|
As of today, the offer document for the voluntary public takeover offer (cash offer) of Kublai GmbH, Frankfurt am Main, Germany, an affiliate of funds managed and advised by Morgan Stanley Infrastructure Inc., to the shareholders of Tele Columbus AG, Berlin, Germany, for the acquisition of their registered no-par-value shares in Tele Columbus AG (ISIN DE000TCAG172) as well as its non-binding English convenience translation are available for distribution free of charge at BNP Paribas Securities Services S.C.A., Frankfurt Branch, Europa-Allee 12, 60327 Frankfurt am Main, Germany.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 1-feb-2021
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 1-feb-2021
|
Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla
|
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 31-gen-2021
|
Bruno Paulson
For earnings that can hold up in tough times, the International Equity Team explains why they advocate for high quality compounders.
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2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 26-gen-2021
|
Gregory Finck
The impacts of COVID-19 on risk and performance across securitized sectors have varied significantly. Yet, the Securitized Fixed Income team believes the market has reasonably adjusted credit spreads to reflect current risk profiles making a promising outlook for securitized assets in 2021.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 25-gen-2021
|
Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla
|
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2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 20-gen-2021
|
Sarah Harrison, Shane McNamara
A closer look at the European High Yield sector reveals an improvement in quality over the long-term. Read why the Global Fixed Income team believes there is a compelling case to be made for investing in this sector in 2021.
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2021-outlooks
real-assets
Real Assets
page
|
2021 Outlooks
• 19-gen-2021
|
Morgan Stanley Real Estate Investing
The uneven nature of the depth and timing of the expected economic recovery means more differentiated real estate investing opportunities. Morgan Stanley Real Assets Investing provide investors with an insight into what the new real estate cycle being ushered in may bring.
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2021-outlooks
real-assets
Real Assets
page
|
Prospettive di mercato per il 2021
• 19-gen-2021
|
Morgan Stanley Real Estate Investing
La natura disomogenea che caratterizza l’entità e le tempistiche dell’attesa ripresa economica evidenzia una marcata differenza tra le opportunità di investimento immobiliari. Morgan Stanley Real Assets Investing fornisce agli investitori un approfondimento su cosa è possibile attendersi nella nuova fase del mercato immobiliare che si appresta ad iniziare.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 19-gen-2021
|
Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla
|
|
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 15-gen-2021
|
Portfolio Solutions Group
In this paper, the PSG Team analyzes whether GPs have been able time the market and increase investments in favorable years. The team concludes that GPs have not historically taken advantage of market timing and thus investors should increase their commitments in order to obtain the desired exposure to investments at favorable valuations.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-gen-2021
|
Global Fixed Income Team
Il nostro team Global Fixed Income valuta lo straordinario 2020 appena conclusosi, sostenendo che nel 2021 saranno le politiche monetarie e fiscali a svolgere un ruolo di primo piano nel determinare la performance degli strumenti d'investimento.
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2021-outlooks tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Storie dal mondo emergente
• 12-gen-2021
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist e Head of Emerging Markets, rivela quelle che considera le dieci principale tendenze del 2021.
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|
|
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2021-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2021 Outlooks
• 12-gen-2021
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist e Head of Emerging Markets, rivela quelle che considera le dieci principale tendenze del 2021.
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|
|
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2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• 11-gen-2021
|
Mark van der Zwan
With risk markets near historical highs and rates near zero, return expectations for traditional 60% equity /40% bond (60/40) portfolios are at the lowest level they’ve been in more than ten years. Against this backdrop, we see renewed interest in hedge funds, particularly in strategies that have evolved to complement 60/40 risk in very specific ways. Four strategies worth highlighting are high active risk, opportunistic investments, alternative yield and risk mitigation.
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2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• 11-gen-2021
|
Andrew Slimmon
Anche se ci aspettiamo che il 2021 sia complessivamente un anno positivo per i listini azionari, dobbiamo anticipare che la strada è ancora in salita e sarà caratterizzata da un elevato grado di volatilità. Queste sono le opinioni di Andrew Slimmon, responsabile del team Applied Equity Advisors.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 11-gen-2021
|
Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 11-gen-2021
|
Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
|
|
|
|
2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2021 Outlooks
• 11-gen-2021
|
Andrew Slimmon
Anche se ci aspettiamo che il 2021 sia complessivamente un anno positivo per i listini azionari, dobbiamo anticipare che la strada è ancora in salita e sarà caratterizzata da un elevato grado di volatilità. Queste sono le opinioni di Andrew Slimmon, responsabile del team Applied Equity Advisors.
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|
|
|
2021-outlooks path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• 10-gen-2021
|
Andrew Harmstone
Economic uncertainty wrought by COVID-19 and U.S. politics is dissipating. Our Global Balanced Risk Control Team discusses several likely growth catalysts in 2021 and what they mean for our positioning.
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|
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2021-outlooks path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• 10-gen-2021
|
Andrew Harmstone
Le incertezze economiche causate dal Covid-19 e dalla politica statunitense stanno venendo meno. Il nostro team Global Balanced Risk Control discute dei diversi probabili eventi chiave per la crescita nel 2021 e delle loro implicazioni in termini di posizionamento.
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|
|
|
2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2021 Outlooks
• 10-gen-2021
|
Andrew Harmstone
Le incertezze economiche causate dal Covid-19 e dalla politica statunitense stanno venendo meno. Il nostro team Global Balanced Risk Control discute dei diversi probabili eventi chiave per la crescita nel 2021 e delle loro implicazioni in termini di posizionamento.
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|
|
|
fixed-income
Fixed Income
page
|
Webinar
• 5-gen-2021
|
Richard Class
Richard Class, portfolio manager on the Global Fixed Income team talks about the rule of Short Duration Fixed Income Funds against the backdrop of low-interest rate environment.
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|
|
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2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 4-gen-2021
|
Eric Baurmeister, Warren Mar, Sahil Tandon
Ci sono tutti i presupposti per una sovraperformance del debito emergente nel 2021. Un contesto mondiale caratterizzato da accomodamenti monetari stabili e prolungati nel tempo, dalla prospettiva della somministrazione di vaccini anti-Covid su vasta scala e dalle aspettative di nuovi stimoli fiscali, specie negli Stati Uniti, dovrebbe dare un forte impulso ai segmenti più sensibili alla crescita di questa classe di attivo.
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|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• 4-gen-2021
|
Eric Baurmeister
Ci sono tutti i presupposti per una sovraperformance del debito emergente nel 2021. Un contesto mondiale caratterizzato da accomodamenti monetari stabili e prolungati nel tempo, dalla prospettiva della somministrazione di vaccini anti-Covid su vasta scala e dalle aspettative di nuovi stimoli fiscali, specie negli Stati Uniti, dovrebbe dare un forte impulso ai segmenti più sensibili alla crescita di questa classe di attivo.
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|
|
|
2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 4-gen-2021
|
Tom Wills
2020 will go down as an awful year in history, but as investors it is always important to look for opportunities created by major events. Tom Wills, Lead Portfolio Manager for Convertible Bonds, explains why amidst all of the devastation of 2020, convertible bonds thrived.
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|
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|
2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 4-gen-2021
|
Navindu Katugampola,
Barbara Calvi
2020 se caracterizó por un renovado protagonismo de la sostenibilidad entre los inversores y los emisores. El equipo Sustainable Fixed Income destaca cinco ámbitos de interés para la renta fija relativos a la inversión sostenible para el año que tenemos por delante.
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|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• 4-gen-2021
|
Barbara Calvi,
Navindu Katugampola
Il 2020 è stato caratterizzato da un rinnovato accento posto sulla sostenibilità da parte di investitori ed emittenti. Il team Sustainable Fixed Income mette in evidenza cinque tematiche di investimento sostenibile rilevanti nel prossimo anno per gli investitori obbligazionari.
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|
|
2021-outlooks
fixed-income
Fixed Income
page
|
Prospettive di mercato 2021
• 4-gen-2021
|
Global Fixed Income Team
Il team Global Credit ritiene che nel 2021 l'economia globale dovrebbe mettere a segno una robusta crescita alla luce della dichiarata intenzione delle banche centrali di mantenere una politica accomodante anche a fronte di un aumento dell'inflazione, delle misure di sostegno alla crescita promesse dai leader mondiali e degli investimenti aziendali mirati ad approfittare degli stimoli fiscali e del basso costo del debito.
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|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• 4-gen-2021
|
Richard Ford
Il team Global Credit ritiene che nel 2021 l'economia globale dovrebbe mettere a segno una robusta crescita alla luce della dichiarata intenzione delle banche centrali di mantenere una politica accomodante anche a fronte di un aumento dell'inflazione, delle misure di sostegno alla crescita promesse dai leader mondiali e degli investimenti aziendali mirati ad approfittare degli stimoli fiscali e del basso costo del debito.
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|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 4-gen-2021
|
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.
|
|
|
|
2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 31-dic-2020
|
Michael Kushma, Jim Caron
Nonostante i bassi livelli dei tassi d’interesse, il 2021 offre molte opportunità d’investimento, ma solo se si sa dove cercare. Michael Kushma, Chief Investment Officer per il Global Fixed Income Team e Jim Caron, Portfolio Manager e Head of Global Macro Strategies, ci rivelano dove vedono opportunità per il 2021.
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|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• 31-dic-2020
|
Jim Caron
Nonostante i bassi livelli dei tassi d’interesse, il 2021 offre molte opportunità d’investimento, ma solo se si sa dove cercare. Michael Kushma, Chief Investment Officer per il Global Fixed Income Team e Jim Caron, Portfolio Manager e Head of Global Macro Strategies, ci rivelano dove vedono opportunità per il 2021.
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|
|
|
2021-outlooks
active-fundamental-equity
Active Fundamental Equity
page
|
2021 Outlooks
• 22-dic-2020
|
Bruno Paulson
È l’alba di un nuovo decennio. Assisteremo a una replica dei Ruggenti Anni 20 o ad anni meno esaltanti? Il parere di Bruno Paulson, gestore del team International Equity.
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|
|
|
2021-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2021 Outlooks
• 22-dic-2020
|
Bruno Paulson
È l’alba di un nuovo decennio. Assisteremo a una replica dei Ruggenti Anni 20 o ad anni meno esaltanti? Il parere di Bruno Paulson, gestore del team International Equity.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 21-dic-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.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 21-dic-2020
|
Michael Mauboussin, Dan Callahan
The weighed average cost of capital (WACC) and volatility (vol) generally move in lockstep, but 2020 is unusual because the cost of capital is well below its historical average and volatility is well above its historical average. The prime beneficiaries of these patterns are companies rich with real options. In this report, we define real options, discuss what businesses are likely to have them, review the valuation implications, and finish with a way to use real options analysis with traditional valuation.
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active-fundamental-equity
Active Fundamental Equity
page
|
Articolo di approfondimento
• 17-dic-2020
|
International Equity Team
Abbiamo trascorso 30 minuti con il Professor Domenico Siniscalco ripercorrendo il 2020 e anticipando l’outlook 2021.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 16-dic-2020
|
Global Fixed Income Team
Il nostro team Global Fixed Income ritiene incoraggianti le prospettive economiche del 2021/22 alla luce degli sforzi sui vaccini, dei governi, dei legislatori, delle banche centrali e dei cittadini.
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|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• 16-dic-2020
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.
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|
|
|
2021-outlooks global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• 15-dic-2020
|
Cyril Moulle-Berteaux,
Sergei Parmenov
The Global Multi-Asset Team discusses their outlook for 2021 in ‘The World Will Look Radically Different in 2021.'
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|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 14-dic-2020
|
Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Media Appearance
• 9-dic-2020
|
Counterpoint Global
Why value investing still works in markets – To buy something for less than it is worth is as useful as ever.
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|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 8-dic-2020
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, argues that commodity prices are poised for a comeback in the 2020s, and that emerging markets will rise accordingly.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 8-dic-2020
|
Nic Sochovsky, Dirk Hoffmann-Becking
After the extraordinary rally in growth stocks over the summer, is the market poised for a value rally? And what does that mean for quality portfolios? The International Equity team evaluates.
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|
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 8-dic-2020
|
Nic Sochovsky, Dirk Hoffmann-Becking
Dopo l’eccezionale rally dei titoli growth nel corso dell’estate, la domanda che spesso ci sentiamo rivolgere dagli investitori è se lo stesso succederà ai titoli value, magari non subito ma nel corso del breve-medio termine.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 7-dic-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.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 7-dic-2020
|
Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 4-dic-2020
|
Andrew Slimmon
In his December TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we come to the close of 2020.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 4-dic-2020
|
Drew Hambly
MSIM discusses three trends observed during the largely virtual 2020 proxy voting season.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• 3-dic-2020
|
Vishal Gupta
Vishal Gupta is optimistic on structural themes of B2B technology spend, Fintech, e-commerce and Healthcare among others to drive growth in emerging markets in the years ahead. Listen now.
|
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|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 2-dic-2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
video
|
Video di approfondimento
• 30-nov-2020
|
Mary Sue Marshall
Mary Sue Marshall, Portfolio Specialist del Counterpoint Global, ha discute le implicazioni per gli investimenti azionari a fronte dell’attuale crisi sanitaria globale.
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private-credit-and-equity
Private Credit & Equity
page
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Media Appearance
• 30-nov-2020
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Morgan Stanley Capital Partners
Inc.'s second annual list of founder-friendly private equity firms shines a light on 50 shops that have had success supporting founder-led companies. To compile the list, Inc. went straight to the source: entrepreneurs who have sold to private equity. It's a group that's been expanding for more than two decades. In the U.S., the number of PE-backed businesses has grown 30 percent compared with 2015, according to research firm PitchBook.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 30-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-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 30-nov-2020
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Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Path
• 27-nov-2020
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Laura Biancato
Laura Biancato, Specialista di Portafoglio del Team GBaR, condivide l'ultimo aggiornamento di mercato del team.
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active-fundamental-equity
Active Fundamental Equity
page
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Press reprint
• 25-nov-2020
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Laura Bottega
2020 appears as a watershed year for diversity in the workplace. Laura Bottega talks about her experience as a woman in a male dominated industry, her efforts to advocate for gender diversity, and distils the lessons learned along the way.
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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
page
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Market Pulse
• 16-nov-2020
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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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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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private-credit-and-equity
Private Credit & Equity
page
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Press reprint
• 15-nov-2020
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Neha Champaneria Markle
The Wall Street Journal names AIP Private Markets’ Neha Champaneria Markle in their annual Women to Watch list of top female talent in Private Equity.
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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
Con le presidenziali USA ormai alle spalle restano due grandi interrogativi sull'economia globale e sui mercati obbligazionari: la portata degli stimoli fiscali e la ripresa dei contagi.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• 10-nov-2020
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains how economic reform in emerging economies is the pandemic’s silver lining.
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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
L’ultimo numero di Engage, l’aggiornamento semestrale del team International Equity sulle attività di coinvolgimento nelle tematiche ESG.
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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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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
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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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