|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 29-nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 24-nov-2021
|
Nathan Wong
Something unusual is underfoot: company profit warnings caused by a lack of supply, rather than an unexpected drop in demand. In this environment pricing power is vital to profit margin, as the International Equity team explains.
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fixed-income
Fixed Income
page
|
Insight Article
• 15-nov-2021
|
Global Fixed Income Team
With U.S. inflation accelerating to its highest rate in a decade, the U.S. Investment Grade Research Team provides a detailed snapshot on the effects the surrounding uncertainty is having on fixed income sectors.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 15-nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-nov-2021
|
Global Fixed Income Team
While policy normalization has begun, learn why we believe major central banks will likely take a more leisurely approach to policy adjustments than the market expects and why we feel it will be a ‘long and winding road’ to tighter monetary policy.
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solutions-and-multi-asset
Solutions & Multi-Asset
video
|
Video di approfondimento
• 11-nov-2021
|
Andrew Harmstone,
Jim Caron
Niccolò Rabitti ha discusso discute con Jim Caron e Andrew Harmstone l’attuale situazione di mercato e il posizionamento dei prodotti da loro gestiti con il contributo straordinario del Prof. Domenico Siniscalco.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 10-nov-2021
|
Andrew Harmstone, Manfred Hui
Data la ripresa dei mercati e la riduzione della volatilità , abbiamo aumentato l’esposizione azionaria, tenendo d’occhio i prezzi energetici, il ridimensionamento degli stimoli e l’immobiliare cinese. Continua a leggere per scoprire perché riteniamo che le prospettive dei mercati stiano cambiando.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 8-nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 8-nov-2021
|
Andrew Slimmon
In his November TAKE, Andrew Slimmon details why it’s entirely logical the S&P 500 has done so well this year. And the market is following one of the most simplistic rules of investing.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
video
|
Sustainable Investing
• 3-nov-2021
|
Bruno Paulson
Bruno Paulson discusses how the increase in sustainable investing regulations is impacting corporations and investment managers.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 3-nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 1-nov-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
page
|
Sustainable Investing
• 27-ott-2021
|
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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active-fundamental-equity
Active Fundamental Equity
video
|
INSIGHT VIDEO
• 26-ott-2021
|
International Equity Team
In 60 seconds learn about the carbon-light global equity portfolio that is resilient through volatility, aligns with your priorities, and is managed by portfolio managers with the access to engage directly with companies.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainable Investing
• 26-ott-2021
|
Vladimir Demine, Candida de Sliva
In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 25-ott-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 25-ott-2021
|
Bruno Paulson
Nonostante le prospettive relativamente positive dal punto di vista macroeconomico, nei prossimi dieci anni potrebbero verificarsi significative pressioni sui costi e il potere di determinazione dei prezzi delle imprese sarà il fattore chiave per proteggere i margini. L’analisi del team International Equity.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• 25-ott-2021
|
Vladimir Demine
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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sustainable-investing
msim-institute
page
|
MSIM Institute
• 21-ott-2021
|
John Streur,
Emily Chew,
Navindu Katugampola
Investor-useful ESG research and the availability of comparable, timely and transparent sustainability data is becoming increasingly important in a space that is fast growing, where definitions continue to be somewhat flexible or not yet defined by regulators.
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msim-institute
fixed-income
Fixed Income
page
|
MSIM Institute
• 20-ott-2021
|
Jack Cimarosa
Yields are at all-time lows, but relative value opportunities remain on an idiosyncratic and subsector basis, such as in select areas of high yield, collateralized loan obligations and local-currency emerging markets debt.
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msim-institute
active-fundamental-equity
Active Fundamental Equity
page
|
MSIM Institute
• 19-ott-2021
|
Leon Sun,
Chin Chou,
Samantha Schoen
China’s government is trying to tackle many important issues that are vexing countries around the world. For the next five years, we see the government seeking to achieve so-called high-quality growth instead of just high growth of the economy.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 18-ott-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-ott-2021
|
Global Fixed Income Team
With inflationary pressures stronger and central banks less dovish, we expect government bond yields to drift higher as we move towards tighter monetary policy.
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sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• 13-ott-2021
|
Barbara Calvi
In its inaugural Engagement Report, the Global Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 8-ott-2021
|
Andrew Harmstone, Manfred Hui
L’inverno bussa alla porta e la crescita rallenta, pur mantenendosi solida. Viste le valutazioni elevate, abbiamo ridotto il rischio considerando il limitato potenziale di rialzo e il clima di scarsa fiducia e avversione al rischio. Allo stesso tempo, cerchiamo opportunità che ci consentano di trarre vantaggio da debolezze eccessive.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 6-ott-2021
|
Michael Mauboussin, Dan Callahan
Accounting has not kept pace with the changing economics of businesses, which has created a huge gap between what companies report in their financial statements and what an investor needs to understand a business. To better categorize activities, we suggest making adjustments within the statement of cash flows pertaining to stock-based compensation, leases, and intangible investments. We believe these adjustments substantially improve the description of a business. We share a case study of Amazon for 2020 to make the concepts more concrete.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• 5-ott-2021
|
Andrew Harmstone, Li Zhang, Christian Goldsmith
Alla luce degli effetti sempre più dirompenti degli eventi climatici, l’impegno a raggiungere la neutralità carbonica si prospetta come uno dei temi determinanti per i mercati finanziari nei decenni a venire. In questa sede analizziamo i rischi e le opportunità geografiche e settoriali.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 4-ott-2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What Is The Bond Market Thinking?"
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 4-ott-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 30-set-2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Why the U.S. Housing Boom Can Continue"
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active-fundamental-equity
Active Fundamental Equity
video
|
Video di approfondimento
• 30-set-2021
|
Anil Agarwal
Il Co-Gestore del fondo, Anil Agarwal, ha discusso il posizionamento e l’andamento del prodotto dopo un periodo di forti cambiamenti sul mercato asiatico che ha avuto un impatto anche sulle performance.
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active-fundamental-equity
Active Fundamental Equity
page
|
Articolo di approfondimento
• 30-set-2021
|
Richard Perrott,
Bruno Paulson
Quali sono le fonti affidabili di reddito per gli investitori nel contesto attuale di mercato? L’analisi del team International Equity.
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active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• 29-set-2021
|
Bruno Paulson
Bruno Paulson discusses what he believes may be the long-term impact of the pandemic.
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|
sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
|
Convergence
• 29-set-2021
|
Counterpoint Global
Sustainability Research at Counterpoint Global has produced a method to systematically measure the potential cost of carbon emissions as well as the financial impact of a carbon tax. Our framework allows us to translate these costs into estimates of stock returns. We believe that measuring the cost of carbon emissions allows us to better understand the environmental risks for the companies in our portfolio as well as for those we do not own. We also seek to help our clients benefit from the many opportunities that a low-emissions world could create.
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 27-set-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 22-set-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 20-set-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-set-2021
|
Global Fixed Income Team
Gli investitori si chiedono quando la crescita economica, i contagi da Covid-19 e l’inflazione toccheranno il massimo, ma potrebbe essere più utile concentrarsi sui fattori che conosciamo con certezza, anziché sulle oscillazioni del clima di fiducia.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 14-set-2021
|
Laura Bottega
Un’estate segnata da incendi e inondazioni ha sottolineato l’effetto moltiplicatore del riscaldamento globale, presentando alle aziende un ampio ventaglio di rischi e opportunità. Laura Bottega illustra come questi fattori ESG influiscano nella costruzione dei nostri portafogli.
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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 14-set-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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active-fundamental-equity
Active Fundamental Equity
video
|
Video di approfondimento
• 13-set-2021
|
Wendy Wang
In questo video Wendy Wang, Co-Gestore dello Europe Opportunity, racconta quali sono le opportunità che il team vede in Europa e, più in particolare, in Italia
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|
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 13-set-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 10-set-2021
|
Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.
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|
|
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 8-set-2021
|
Andrew Harmstone, Manfred Hui
Alla luce di un’economia robusta e in crescita, l’orientamento della Federal Reserve statunitense sembra essere eccessivamente accomodante. L’intento è quello di spiegare perché dal nostro punto di vista le valutazioni elevate, l’aumento dei rischi di regolamentazione a livello globale e l’eventualità che la Fed stia commettendo un errore di valutazione indicano la necessità di adottare un atteggiamento prudente.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 8-set-2021
|
Michael Mauboussin, Dan Callahan
This report examines the barriers to change for organizations. We use sports as the prime example but then apply the lessons to investment management. Organizations can be slow to adopt certain approaches even when they add value due to loss aversion, a preference for the status quo, and the fear of poor outcomes in the short run. Organizations may overcome these challenges by aligning behind a commitment to improvement, learning, transparency, and accountability. Good long-term results require developing and executing strategies that add value.
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|
|
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 7-set-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 31-ago-2021
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Outlook – One Year Later"
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|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 30-ago-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 23-ago-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 23-ago-2021
|
William Lock
This May, the International Equity team celebrated the publication of our 50th Global Equity Observer (GEO) – our monthly series of investment insights through the lens of our high quality investment approach. We are delighted to share with you this selection of articles from our GEO series.
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|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 19-ago-2021
|
Global Fixed Income Team
A giudicare dalla performance registrata dai Treasury statunitensi (e dai titoli di Stato di altri mercati sviluppati) sarebbe lecito supporre che l’economia stia attraversando una fase negativa. Le valutazioni delle altre classi di attivo presentano invece un quadro positivo. Come si spiega? Ce lo spiega il Team Global Fixed Income.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 13-ago-2021
|
William Lock,
Alistair Corden-Lloyd
Nel mondo della finanza, dove si chiacchiera ogni giorno di un argomento diverso, è facile perdere di vista il vero motore dei rendimenti a lungo termine: la capacità di “compounding”. Ce ne parlano William Lock e Alistair Corden-Lloyd.
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|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 10-ago-2021
|
Ruchir Sharma
India needs to keep in mind is that its economy is still relatively unfree, and so more than ever it should buck the global trend of more regulation and bigger government. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains.
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|
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 9-ago-2021
|
Kenneth Michlitsch
As fintech alternative lending grew into a new asset class, investors wondered how these loans might perform in an economic downturn. We've now seen their fundamental resilience.
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|
|
|
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 5-ago-2021
|
Andrew Harmstone, Manfred Hui
I rendimenti dei Treasury decennali continuano a scendere: un movimento che sembra controintuitivo. Esaminiamo i fattori che con ogni probabilità stanno determinando questa traiettoria e cosa potrebbe invertirne la direzione.
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|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 3-ago-2021
|
Michael Mauboussin, Dan Callahan
We suggest the mantra “everything is a DCF model.” Whenever investors value a stake in a cash-generating asset, they should recognize they are using a discounted cash flow (DCF) model. The topic deserves attention because many market participants don’t think DCF models are relevant, and many use heuristics for value without recognizing the purpose and limitations of the shorthands. The intrinsic value, determined by the present value of future cash flows, attracts the price like a magnetic force. This means it is useful for investors to keep in mind the value drivers of a discounted cash flow model.
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|
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carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 2-ago-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Investment Focus
• 31-lug-2021
|
AIP Private Markets Team
The AIP Private Markets team explains their framework for selecting companeis and constructing a portfolio that seeks to withstand changes in the economic cycle.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 31-lug-2021
|
AIP Private Markets Team
The AIP Private Markets Secondaries team explores possible solutions to check or reverse the upward trend in duration and allay investors' concerns about increasing their allocation to private equity.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 29-lug-2021
|
Patrick Reid, Eban Cucinotta, Brian McGrath
Relying on benchmarks to evaluate your hedge funds’ performance can be misleading. We recommend incorporating complementary monitoring tools.
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|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 26-lug-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 23-lug-2021
|
Bruno Paulson
Secondo il team International Equity la tesi in favore della qualità dei compounder rimane sostanzialmente invariata nel “Nuovo mondo” fatto di reflazione e inflazione. Ce ne parla Bruno Paulson.
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|
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page
|
Articolo di approfondimento
• 20-lug-2021
|
Niccolò Rabitti ha fatto il punto della situazione sul primo semestre appena concluso, ha parlato di PAC e di fondi in focus per il secondo trimestre dell’anno approfondendo anche il loro posizionamento attuale. Guarda la registrazione.
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|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 20-lug-2021
|
Ruchir Sharma
As worry spreads about the rise and fall of market bubbles, questions are asked about whether these price moves count as “bubbles,” poised to pop. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at history for the answer.
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|
|
sustainable-investing
real-assets
Real Assets
page
|
Sustainable Investing
• 19-lug-2021
|
Mona Benisi
A new framework for assessing climate risk data may help real estate investors evaluate risks.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 19-lug-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 16-lug-2021
|
Global Fixed Income Team
I rendimenti continuano a scendere, i differenziali a comprimersi e le azioni a salire, nonostante le notizie negative. Il team Global Fixed Income dice la sua su un mese di giugno fuori dall’ordinario.
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|
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|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 14-lug-2021
|
Andrew Slimmon
In his July TAKE, Andrew Slimmon shares his thoughts on the latest equity selloff in China and where he and his Applied Equity Advisors team stand with respect to the longer term investment prospects.
|
|
|
|
market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Market Pulse
• 13-lug-2021
|
Andrew Harmstone,
Manfred Hui
A nostro avviso i segreti per gestire con successo un portafoglio multi-asset sono due: primo, il gestore deve seguire un approccio veramente attivo e, secondo, deve gestire il fondo in base a un obiettivo di volatilità anziché un benchmark.
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|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 12-lug-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
|
|
|
|
sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• 7-lug-2021
|
Vishal Gupta,
Steve Sun,
Arun Kapoor
Learn how the Emerging Markets Leaders Strategy team have actively engaged with invested companies to seek out value by promoting enhanced ESG practices.
|
|
|
|
carons-corner
fixed-income
Fixed Income
audio
|
Caron's Corner
• 6-lug-2021
|
Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 5-lug-2021
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Andrew Harmstone, Manfred Hui
L’inaspettata mossa della Fed in chiave restrittiva, con due rialzi dei tassi nel 2023, non ha scalfito i mercati, dove l’S&P ha toccato i massimi storici. Ma visti gli ostacoli nel lungo termine, i fondamentali, le valutazioni e il clima di fiducia, segnalano tutti la possibilità di un aumento della volatilità.
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Resilience
• 30-giu-2021
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Eric Stampfel
Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.
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active-fundamental-equity
Active Fundamental Equity
video
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Video di approfondimento
• 30-giu-2021
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Counterpoint Global
Mary Sue Marshall, Portfolio Specialist del Counterpoint Global, ci ha fornito un aggiornamento sui fondi gestiti dal team e ha discusso l’evoluzione che hanno avuto i titoli all’interno di essi.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 30-giu-2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 28-giu-2021
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Jim Caron
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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private-credit-and-equity
Private Credit & Equity
page
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Insight Article
• 23-giu-2021
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Morgan Stanley Next Level
As part of its ongoing commitment to advance racial and economic equity, Morgan Stanley’s new Next Level Fund invests in early-stage technology companies with women and diverse members on the founding teams.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 23-giu-2021
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Michael Mauboussin, Dan Callahan
The shift in investments from tangible to intangible assets has important implications for how investors should think about corporate growth rates. Companies with more intangible assets can grow faster, but they can also become irrelevant and shrink faster. Our analysis of historical sales growth rates for U.S. companies reveals both of these results: higher growth and more dispersion, on average, for companies and industries with the highest intangible asset intensity. Skillful investors may be able to identify the companies that will grow faster than expected, hence providing the potential for attractive returns.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 22-giu-2021
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William Lock,
Laura Bottega
The companies within the International Equity team’s portfolios are encouraging their customers to live more sustainably. William Lock and Laura Bottega discuss.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 22-giu-2021
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William Lock,
Laura Bottega
Le società detenute in portafoglio dal team International Equity incoraggiano i propri clienti ad adottare stili di vita più sostenibili. Ce ne parlano William Lock e Laura Bottega.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 21-giu-2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 19-giu-2021
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Anton Heese, Raphael Raynal
The strong post-COVID economic rebound
poses a threat to fixed income assets. While
central banks have generally committed
to keeping monetary policy easy, stronger
than expected inflation threatens. What's a fixed income investor to do? The Global Fixed Income team explores.
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market-alert
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 17-giu-2021
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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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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• 16-giu-2021
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Andrew Slimmon
In his June TAKE, Andrew Slimmon shares a number of historical market precedents that may provide insight regarding current equity markets and investor behavior.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 16-giu-2021
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Global Fixed Income Team
L’ottimistica prospettiva di mercato è proseguita durante un tranquillo mese di maggio. Quanto potrà durare questa situazione? E che implicazioni avrà per gli investitori? Ce ne parla il team Global Fixed Income.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 16-giu-2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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video
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Video di approfondimento
• 15-giu-2021
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James Upton
James Upton, Chief Strategic Officer del Global Emerging Markets team, ci ha parlato delle 3 ragioni chiave per le quali il team di investimento si aspetta un ritorno dei mercati emergenti. Guarda il replay e scopri di più.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 14-giu-2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 14-giu-2021
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Andrew Harmstone, Manfred Hui, Laura Biancato
Le pressioni inflazionistiche potrebbero continuare nella seconda metà dell’anno, con possibili sorprese al rialzo. Il team GBaR spiega perché questi effetti potrebbero rivelarsi temporanei piuttosto che l’inizio di un nuovo regime di inflazione.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 11-giu-2021
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Andrew Harmstone, Manfred Hui
Inflationary pressures are likely to persist in the second half of the year, with the potential for upside surprises. The GBaR team explain why these may be temporary effects, rather than the start of a new inflationary regime.
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sustainable-investing
audio
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Sustainable Investing
• 10-giu-2021
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Emily Chew
In a recent episode of Brunswick Group’s podcast, The ESG Agenda, Emily Chew, Executive Vice President and Chief Responsible Investment Officer of Calvert
gives practical recommendations for boards to develop their companies’ corporate strategy in the era of sustainability disruption.
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• 8-giu-2021
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Gregory Finck, Navindu Katugampola, Barbara Calvi, Erin K. Glenn
Environmental, Social and Governance (ESG) factors are most often discussed in the context of corporate and sovereign debt issuers. But that’s changing, according to the Securitized Fixed Income Team, as client demand is driving change when it comes to mortgage and other asset-backed securities.
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carons-corner
fixed-income
Fixed Income
audio
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Caron's Corner
• 7-giu-2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
page
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Sustainable Investing
• 3-giu-2021
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Mona Benisi
Mona Benisi wins prestigious Women in Sustainability Leadership Award
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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
• 2-giu-2021
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