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path news market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Path
• 1-giu-2020
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Andrew Harmstone, Manfred Hui, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.
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market-pulse news
fixed-income
Fixed Income
audio
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Market Pulse
• 1-giu-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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video
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Video di approfondimento
• 29-mag-2020
|
Mary Sue Marshall,
Stan Delaney
Guarda la registrazione della webcast dove Mary Sue Marshall e Stan DeLaney commentano l’andamento dei portafogli gestiti dal team e raccontano quali sono le loro grandi idee e i temi emergenti che potrebbero portare cambiamenti dirompenti nel mercato.
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sustainable-investing
page
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Sustainability Insight
• 28-mag-2020
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Emily Chew has joined us as the Global Head of Sustainability for Investment Management. Emily will lead our investment business’ sustainability strategy and governance efforts.
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active-fundamental-equity
Active Fundamental Equity
page
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Media Appearance
• 28-mag-2020
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Ruchir Sharma
In “How the Pandemic Is Turning Us Inward” Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, speculates about COVID-19’s ability to accelerate trends that were already underway.
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market-pulse news
fixed-income
Fixed Income
audio
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Market Pulse
• 28-mag-2020
|
Sarah Harrison
Corporate liquidity profiles have been severely challenged during the lockdown. Sarah Harrison, Head of European High Yield, believes the policy response in Europe so far has helped stem default rates, and further action has the potential to restore investor confidence in the European High Yield asset class. Listen now.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 27-mag-2020
|
Patrick Reid, Eban Cucinotta
Alternative risk premia (ARP) is a newly coined industry category. While a convenient catchall term, it belies the heterogeneity of these strategies which can be risk-seeking, risk-mitigating and anywhere in between. Recent press has thrown a spotlight on ARP strategies, but it fails to tell the whole story.
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sustainable-investing
page
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Sustainable Investing
• 26-mag-2020
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Morgan Stanley’s second Sustainable Signals survey of institutional asset owners provides key insights on current trends in sustainable investing.
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market-pulse news
fixed-income
Fixed Income
audio
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Market Pulse
• 26-mag-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.
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path news market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Path
• 22-mag-2020
|
Andrew Harmstone,
Manfred Hui
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio alla luce del diffondersi dell’impatto del coronavirus.
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active-fundamental-equity
Active Fundamental Equity
page
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Articolo di approfondimento
• 21-mag-2020
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Laura Bottega
A nostro giudizio, la “formula” per investire con successo deve contenere due variabili fondamentali: potere di determinazione dei prezzi e ricavi ricorrenti.
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active-fundamental-equity
Active Fundamental Equity
page
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Insight Article
• 21-mag-2020
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William Lock,
Laura Bottega
In this changing world, today and beyond the pandemic, global equity investors should be looking for companies that are resilient and portfolio management teams that can find them.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 20-mag-2020
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Counterpoint Global
We address four myths or popular delusions in the investment industry.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 18-mag-2020
|
Richard Ford
I mercati del credito stanno attraversato una fase di grande pressione. Quali considerazioni dovrebbero fare gli investitori? Ecco il parere di Richard Ford, Global Head of Credit. Ascolta ora.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 18-mag-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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resilience
active-fundamental-equity
Active Fundamental Equity
page
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Resilience
• 18-mag-2020
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Global Emerging Markets Team
The coronavirus pandemic appears to be accelerating supply chain localization/diversification as companies seek to boost their resilience to global shocks say our Emerging Markets Leaders team.
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global-fixed-income-bulletin news market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 15-mag-2020
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Global Fixed Income Team
La strada che porterà alla piena ripresa dell’economia potrebbe essere piena di curve, più lungo è il vostro orizzonte d’investimento, più crediamo che dovreste essere fiduciosi.
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fixed-income
Fixed Income
video
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Video di approfondimento
• 15-mag-2020
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Anton Heese,
Richard Class
Richard Class, Anton Heese e Niccolò Rabitti hanno commentato l’outlook del mercato obbligazionario in risposta alla volatilità delle ultime settimane.
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path news market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Path
• 15-mag-2020
|
Laura Biancato, Andrew Harmstone
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio alla luce del diffondersi dell’impatto del coronavirus.
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news path
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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PATH
• 15-mag-2020
|
Laura Biancato, Andrew Harmstone
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio alla luce del diffondersi dell’impatto del coronavirus.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 15-mag-2020
|
Dirk Hoffmann-Becking,
Nic Sochovsky
Le dinamiche e le forze in atto subiranno un’accelerazione sotto l’influenza del Covid-19? L’analisi del team International Equity.
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market-alert market-pulse news
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Slimmon's Market Alert
• 14-mag-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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fixed-income
Fixed Income
page
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Insight Article
• 14-mag-2020
|
Sahil Tandon,
Mariano Pando
Has the imminent demise of Emerging Markets been greatly exaggerated once again? Find out what the Emerging Markets Debt Team thinks.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 13-mag-2020
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Jim Caron
The goal of the Fed’s policy response function is to prevent the liquidity crisis brought on by Covid-19 from becoming a solvency crisis. Jim Caron reviews the impact on bond yields.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 11-mag-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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path news
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Path
• 7-mag-2020
|
Laura Biancato,
Andrew Harmstone
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio alla luce del diffondersi dell’impatto del coronavirus.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 7-mag-2020
|
Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.
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path news market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 6-mag-2020
|
Andrew Harmstone, Laura Biancato
Laura Biancato, Specialista di Portafoglio del Team Global Balanced Risk Control, condivide l'ultimo aggiornamento di mercato del team GBaR focalizandosi sull'impatto del Coronavirus
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market-pulse news
fixed-income
Fixed Income
audio
|
Market Pulse
• 4-mag-2020
|
Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.
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market-pulse news
fixed-income
Fixed Income
page
|
Market Pulse
• 4-mag-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari.
|
|
|
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market-pulse news
fixed-income
Fixed Income
audio
|
Market Pulse
• 4-mag-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
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|
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private-credit-and-equity
Private Credit & Equity
page
|
Press Release
• 4-mag-2020
|
AIP Private Markets Team
Alternative Investment Partners Private Markets, part of Morgan Stanley Investment Management, today announced it has built upon its $800 million
impact investing platform by closing on a fund which will focus on climate solutions. The $110
million fund seeks to address critical climate issues including global warming and pollution,
depleting resources and eco diversity.
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solutions-and-multi-asset
Solutions & Multi-Asset
video
|
Insight Video
• 4-mag-2020
|
Leslie Delany,
Andrew Slimmon
A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
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news path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 1-mag-2020
|
Andrew Harmstone, Laura Biancato
Laura Biancato, Specialista di Portafoglio del Team Global Balanced Risk Control, condivide l'ultimo aggiornamento di mercato del team GBaR focalizandosi sull'impatto del Coronavirus
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|
|
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path news market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 1-mag-2020
|
Laura Biancato,
Andrew Harmstone
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio alla luce del diffondersi dell’impatto del coronavirus.
|
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active-fundamental-equity
Active Fundamental Equity
video
|
Video di approfondimento
• 30-apr-2020
|
William Lock
William Lock e Niccolò Rabitti discutono l’impatto economico delle crisi globali e l’importanza della resilienza durante la pandemia del Coronavirus
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|
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sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• 30-apr-2020
|
Navindu Katugampola
L’epidemia di Covid-19 è un evento dirompente con enormi ripercussioni a livello personale, sociale ed economico. In qualità di investitori obbligazionari, abbiamo individuato sei implicazioni della pandemia che interessano gli investimenti sostenibili.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 30-apr-2020
|
Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the European Central Bank’s April 30 announcement. Listen now.
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 29-apr-2020
|
Jim Caron
On April 29 the Fed indicated the need to keep credit flowing, for both for businesses and individuals. To date most of the Fed’s actions are supporting credit in the business sector, to the point where we do not believe the Fed has done enough with respect to consumer credit, particularly in light of their statements about keeping credit flowing to the “real economy.” Jim Caron looks at a Fed that is playing a strong hand, but unwilling to show all its cards.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 29-apr-2020
|
Kenneth Michlitsch
In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.
|
|
|
|
market-alert market-pulse news
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Slimmon's Market Alert
• 27-apr-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.
|
|
|
|
market-pulse news
fixed-income
Fixed Income
page
|
Market Pulse
• 27-apr-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
news market-pulse
video
|
APPROFONDIMENTO SUGLI INVESTIMENTI
• 24-apr-2020
|
Niccolò Rabitti discute con Jim Caron e Andrew Harmstone l’attuale situazione di mercato e i loro posizionamenti di portafoglio Con il contributo straordinario del Prof. Domenico Siniscalco.
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market-pulse news
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• 23-apr-2020
|
Vishal Gupta
Vishal Gupta, Portfolio Manager on the Global Emerging Markets team, discusses the impact of COVID-19 on the Emerging Markets Leaders strategy. Listen now.
|
|
|
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 23-apr-2020
|
Andrew Slimmon
Yield curve signals. Bear markets. The “Reopening of the Economy” versus “Stay at Home” stocks. Andrew Slimmon, Head of the Applied Equity Advisor team, covers these topics – and much more.
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fixed-income
Fixed Income
page
|
Insight Article
• 23-apr-2020
|
Jim Caron
The first quarter ended in a far different place than where the year started. Portfolio Jim Caron reflects on how these unexpected developments impacted the portfolio, and offers his perspective on what’s to come.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• 23-apr-2020
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research on the Global Emerging Markets team and portfolio manager for the Emerging Markets Breakout Nations and Active International Allocation strategies, provides timely insights on why we believe now is the time for emerging market equities. Listen now.
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|
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market-pulse news
fixed-income
Fixed Income
page
|
Market Pulse
• 20-apr-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 20-apr-2020
|
Global Fixed Income Team
The Fed’s involvement in the high yield market is unprecedented, so there is no prior history to look back upon as a guide. The Global High Yield team explores how the action could impact investors.
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global-fixed-income-bulletin news market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 16-apr-2020
|
Global Fixed Income Team
Ci auspichiamo che con l’attenuazione della crisi sanitaria gli interventi politici favoriscano il ritorno dell’economia a livelli normali. Ma non possiamo ancora dire quanto profonda sarà la contrazione e quanto si protrarrà nel tempo finché saremo ostaggio del virus.
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market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Market Pulse
• 16-apr-2020
|
Monica Carta,
William Lock
Monica Carta, Portfolio Specialist del Global Brands Team, condivide il punto di vista del team sul potenziale impatto della pandemia attraverso la lente della loro strategia di investimento orientata alla qualità
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market-pulse news
fixed-income
Fixed Income
page
|
Market Pulse
• 15-apr-2020
|
Christian Roth
We are facing a health crisis the likes of which we have not witnessed for close to a century. A seismic move to de-risk portfolios has created volatility and illiquidity not seen since 2008, and it is against this uncertain backdrop we invest today. Read more about the Global Fixed Income Team’s best thinking.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 14-apr-2020
|
Counterpoint Global
An investor’s success requires both skill and opportunity. We look at how investors can express skill and use dispersion to measure the opportunity set.
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|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 14-apr-2020
|
Leon Greyner
Le “opportunità uniche nella vita" non accadono spesso, ed è importante approfittarne quando si presentano”, afferma Leon Grenyer, responsabile del Fondo European Fixed Income Opportunities.
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market-pulse news
fixed-income
Fixed Income
page
|
Market Pulse
• 13-apr-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
market-pulse news
fixed-income
Fixed Income
audio
|
Market Pulse
• 13-apr-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
market-alert market-pulse news
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Slimmon's Market Alert
• 8-apr-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.
|
|
|
|
market-pulse news path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 8-apr-2020
|
Andrew Harmstone,
Manfred Hui
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.
|
|
|
|
market-pulse news tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 7-apr-2020
|
Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, makes the case for great opportunities in emerging markets in the After Coronavirus world.
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market-pulse news
fixed-income
Fixed Income
audio
|
Market Pulse
• 6-apr-2020
|
Joseph Mehlman
Joseph Mehlman, Head of U.S. Credit, provides timely insights on the fast-changing world of U.S. credit markets. Listen now.
|
|
|
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market-pulse news
fixed-income
Fixed Income
page
|
Market Pulse
• 6-apr-2020
|
Richard Ford
I mercati del credito stanno attraversato una fase di grande pressione. Quali considerazioni dovrebbero fare gli investitori? Ecco il parere di Richard Ford, Global Head of Credit. Ascolta ora.
|
|
|
|
market-pulse news
fixed-income
Fixed Income
page
|
Market Pulse
• 6-apr-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
page
|
Sustainable Investing
• 3-apr-2020
|
Vikram Raju
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
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private-credit-and-equity
Private Credit & Equity
page
|
Press Release
• 3-apr-2020
|
Aaron Sack,
David N Miller
TSG Consumer Partners, a leading private equity firm focused exclusively on the branded consumer and retail sectors, today announced that it has acquired a majority stake in Pathway Vet Alliance LLC from investment funds managed by Morgan Stanley Capital Partners. As part of the transaction, Pathway management will continue to lead the Company and retain a significant minority stake. Financial terms of the transaction were not disclosed.
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market-pulse news path
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Path
• 2-apr-2020
|
Laura Biancato,
Andrew Harmstone
Laura Biancato, Specialista di Portafoglio del Team GBaR, condivide l'ultimo aggiornamento di mercato del team focalizandosi sull'impatto del Coronavirus
|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 2-apr-2020
|
Michael Kushma, Richard Ford, Richard Class
The Global Fixed Income team presented an update on the Fixed Income Market on 2 April 2020.
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|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 2-apr-2020
|
Jim Caron
È fondamentale comprendere le funzioni di reazione alle misure progettate per supportare i mercati durante i periodi di crisi, perché in tal modo è possibile ricavare informazioni su quali attività avranno una performance positiva man mano che l’economia si allontana dall’attuale contesto di crisi..
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market-pulse
active-fundamental-equity
Active Fundamental Equity
page
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Market Pulse
• 2-apr-2020
|
Jitania Kandhari, Ben Rozin
The MSIM Active International Allocation Team offers their perspective on the global markets and the AIA portfolio in the context of the COVID-19 pandemic.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 31-mar-2020
|
Global Fixed Income Team
The COVID-19 crisis has disrupted supply chains of many companies and caused commodity prices to fall. How will rating agencies react to this disruption? The Global Credit research team explores.
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private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 31-mar-2020
|
AIP Private Markets Team
The AIP Private Markets Team explores possible solutions to check or reverse the upward trend in duration and allay investors' concerns about increasing their allocation to private equity.
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market-pulse news
active-fundamental-equity
Active Fundamental Equity
page
|
Market Pulse
• 31-mar-2020
|
International Equity Team
The International Equity team shares their views on the potential impact of the pandemic through the lens of the team’s quality focused investment approach. Listen now.
|
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news market-pulse
page
|
APPROFONDIMENTO SUGLI INVESTIMENTI
• 31-mar-2020
|
Niccolò Rabitti
Niccolò Rabitti spiega cosa vuol dire gestire fondi di investimento in modo attivo per Morgan Stanley Investment Management
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 31-mar-2020
|
William Lock,
Bruno Paulson
In un momento storico senza precedenti, la resilienza è essenziale. Quali sono gli strumenti a disposizione degli investitori per creare un portafoglio resiliente nei momenti difficili? Ce li illustra Bruno Paulson.
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sustainable-investing
engagement-report
pdf
|
Engagement Report
• 31-mar-2020
|
Our 2019 Global Stewardship Report showcases how MSIM is advancing sustainable investing through ESG integration and engagement. The report highlights sustainability engagement case studies on key themes and across investment teams, Firmwide proxy voting statistics and industry collaboration on sustainability initiatives
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• 30-mar-2020
|
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
|
Market Pulse
• 30-mar-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 30-mar-2020
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Richard Ford
I mercati del credito stanno attraversato una fase di grande pressione. Quali considerazioni dovrebbero fare gli investitori? Ecco il parere di Richard Ford, Global Head of Credit. Ascolta ora.
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path news market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Path
• 27-mar-2020
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Andrew Harmstone, Manfred Hui, Christian Goldsmith
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio alla luce del diffondersi dell’impatto del coronavirus.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 27-mar-2020
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Michael Kushma, Richard Class
Michael Kushma, Chief Investment Officer of Global Fixed Income, and Richard Class, Head of Product Development for EMEA and European Multi Sector Strategies, Portfolio Manager, presented an update on the Fixed Income Portfolio on 26 March 2020.
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market-alert market-pulse news
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 26-mar-2020
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Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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market-pulse news
active-fundamental-equity
Active Fundamental Equity
page
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Market Pulse
• 26-mar-2020
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Global Emerging Markets Team
Despite the economic impact of COVID19, on-shore and off-shore China markets continue to offer exposure to a wide breadth of companies and sectors not readily available elsewhere, in the view of Investment Management’s Global Emerging Markets Equity team.
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market-pulse news
active-fundamental-equity
Active Fundamental Equity
page
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Market Pulse
• 26-mar-2020
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Global Emerging Markets Team
High quality companies in emerging markets are likely to strengthen their dominance after recovery from the COVID-19 crisis gets underway, says Investment Management’s Global Emerging Markets Equity team.
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market-pulse news
active-fundamental-equity
Active Fundamental Equity
page
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Market Pulse
• 26-mar-2020
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Global Emerging Markets Team
Leaders in the next decade will likely include frontier markets, such as Vietnam, Egypt and Indonesia, according to Investment Management’s Global Emerging Markets Equity team. Our Frontier strategy remains focused on quality growth companies despite the coronavirus and we believe investments will emerge stronger relative to competitors.
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market-pulse news
active-fundamental-equity
Active Fundamental Equity
page
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Market Pulse
• 26-mar-2020
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Global Emerging Markets Team
Even before the corona-induced sell-off, emerging market equities were cheap relative to the US and their own history. After the COVID-19 drawdown, valuations present an extraordinarily attractive entry point, says Investment Management’s Global Emerging Markets Equity team.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 25-mar-2020
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Global Fixed Income Team
Storicamente i rendimenti high yield si sono dimostrati resilienti. La nostra opinione è che i manager con un approccio attivo abbiano il potenziale per sovraperformare, evitare settori problematici e ridurre al minimo le perdite per default.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 24-mar-2020
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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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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 24-mar-2020
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Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 23-mar-2020
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Jim Caron
La Fed sta intraprendendo iniziative senza precedenti per evitare che una crisi di liquidità nei mercati diventi una crisi di solvibilità. Jim Caron ci dice cosa è stato fatto fino ad ora.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 23-mar-2020
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Richard Ford
Richard Ford, Head of Credit with the Global Fixed Income Team, discusses the potential impact of the coronavirus on global credit markets.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 23-mar-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Path
• 23-mar-2020
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Andrew Harmstone
Il cambiamento climatico è inevitabile e le autorità di molti – se non tutti – i Paesi hanno iniziato ad affrontarla in un modo mai così deciso. Uno dei rischi principali è che i mercati finanziari non stiano scontando abbastanza velocemente gli effetti di queste risposte politiche. Esamineremo cinque settori – servizi finanziari, estrazioni, petrolio e gas, utenze e automobilistico – che rischiano di subire le ripercussioni di maggiore portata.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 22-mar-2020
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Global Fixed Income Team
The team continues to meticulously monitor the situation and the effects on securitized assets and is actively managing our portfolios as the story continues to develop.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 20-mar-2020
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Counterpoint Global
To improve your forecasting skills, try decreasing noise. Analyzing superforecasters reveals forecasters can be trained to more effectively update their views, reduce bias and reduce noise.
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path market-pulse news
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 20-mar-2020
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Andrew Harmstone,
Manfred Hui
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio alla luce del diffondersi dell’impatto del coronavirus
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market-alert market-pulse news
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Slimmon's Market Alert
• 18-mar-2020
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Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 17-mar-2020
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Global Fixed Income Team
La diffusione del coronavirus è continuata in linea con quanto previsto da molti, ma il mercato è rimasto evidentemente deluso dalle risposte ricevute fino ad ora in termini di politiche.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 17-mar-2020
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William Lock, Bruno Paulson, Dirk Hoffmann-Becking
La regolamentazione bancaria potrebbe imporre all’economia a spostarsi verso un modello a minore intensità di carbonio più velocemente del previsto. L’analisi del team International Equity.
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news market-pulse
video
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APPROFONDIMENTO SUGLI INVESTIMENTI
• 16-mar-2020
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Niccolò Rabitti, Head of Retail Distribution Italy, fornisce un aggiornamento sui fondi più utilizzati di Morgan Stanley Investment Management e come i gestori di queste strategie si stanno posizionando per gestire la recente volatilità sui mercati dovuta alla diffusione del Coronavirus a livello globale.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 15-mar-2020
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Global Fixed Income Team
La politica monetaria non è più sufficiente. È tempo di rivolgersi agli stimoli fiscali e alle politiche di sostegno al mercato. Secondo Jim Caron la cavalleria sta arrivando, ma lentamente e litigando sul cavallo da utilizzare.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 13-mar-2020
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Anton Heese
The initial market response to the European Central Bank (ECB) meeting on March 12th was disappointment – equity prices fell while Bund yields rose, depsite the ECB actually delivered nearly everything analysts had been expecting from it.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 12-mar-2020
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Global Fixed Income Team
The U.S. Securitized Team is diligently monitoring the Coronavirus and any implications that it may have on securitized assets and is actively managing our portfolios as the story continues to develop.
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market-pulse news
fixed-income
Fixed Income
page
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Market Pulse
• 11-mar-2020
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Global Fixed Income Team
After what was supposed to be a coordinated supply cut by OPEC+ to balance markets and keep oil prices high, Saudi Arabia and Russia instigated an oil price war.
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market-pulse news
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Market Pulse
• 11-mar-2020
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Andrew Harmstone,
Christian Goldsmith
Andrew Harmstone condivide l'ultimo aggiornamento di mercato del team GbaR focalizandosi sull'impatto del Coronavirus
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market-alert news market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Slimmon's Market Alert
• 10-mar-2020
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Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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market-pulse tales-from-the-emerging-world news
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• 10-mar-2020
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Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.
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active-fundamental-equity
Active Fundamental Equity
page
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Insight Article
• 9-mar-2020
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William Lock,
Laura Bottega
Late cycle investors considering a bumpier ride for markets may wish to revisit the attractions of truly active investing to bridge any potential yawning chasms ahead.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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Engagement Report
• 6-mar-2020
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Kristian Heugh,
Marc Fox
The Global Opportunity team shares its annual report on ESG engagement activity.
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