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2021-outlooks tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• 12-gen-2021
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, unveils his top ten trends of 2021.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 11-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.
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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.
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2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
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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
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2021 Outlooks
• 11-gen-2021
|
Andrew Slimmon
Though we expect 2021 to be an overall good year for equities, we should anticipate a tougher road ahead, with a lot more volatility. Hear more from Andrew Slimmon, Head of our Applied Equity Advisors Team.
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2021-outlooks path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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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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fixed-income
Fixed Income
page
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Webinar
• 5-gen-2021
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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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2021-outlooks
fixed-income
Fixed Income
page
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2021 Outlooks
• 4-gen-2021
|
Eric Baurmeister, Warren Mar, Sahil Tandon
Conditions for EMD outperformance in 2021 appear to be in place. A global backdrop of steady, extended monetary accommodation, prospects of a large-scale deployment of COVID-19 vaccines, and expectations of fiscal stimulus in the U.S. should boost the growth-sensitive segments of the asset class.
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global-fixed-income-bulletin market-pulse 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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2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 4-gen-2021
|
Global Fixed Income Team
The Global Credit team believes the global economy is primed for a strong 2021 with Central Banks happy to run easy policy even when inflation starts to rise, politicians committed to growth policies and corporates focused on investment to take advantage of the fiscal drive and low cost of debt.
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2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• 4-gen-2021
|
Navindu Katugampola,
Barbara Calvi
2020 was characterised by a renewed focus on sustainability both among investors and issuers. The Sustainable Fixed Income team highlights five areas of focus for sustainable investing for Fixed Income in the year ahead.
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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.
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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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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.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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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
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Articolo di approfondimento
• 17-dic-2020
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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
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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
fixed-income
Fixed Income
page
|
2021 Outlooks
• 15-dic-2020
|
Michael Kushma, Jim Caron
Despite low levels of interest rates, there are many investment opportunities for 2021, but only if you know where to look. Michael Kushma, Chief Investment Officer for the Global Fixed Income Team, and Jim Caron, Portfolio Manager and Head of Global Macro Strategies, explore where they see opportunities 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
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|
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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.
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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
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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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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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
|
|
|
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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.
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sustainable-investing
page
|
Sustainable Investing
• 4-dic-2020
|
Drew Hambly
MSIM discusses three trends observed during the largely virtual 2020 proxy voting season.
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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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|
|
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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.
|
|
|
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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
|
Media Appearance
• 30-nov-2020
|
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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|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 30-nov-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
• 30-nov-2020
|
Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Path
• 27-nov-2020
|
Laura Biancato
Laura Biancato, Specialista di Portafoglio del Team GBaR, condivide l'ultimo aggiornamento di mercato del team.
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|
|
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active-fundamental-equity
Active Fundamental Equity
page
|
Press reprint
• 25-nov-2020
|
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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|
|
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active-fundamental-equity
Active Fundamental Equity
video
|
Insight Video
• 19-nov-2020
|
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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|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 16-nov-2020
|
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
|
Market Pulse
• 16-nov-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.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Press reprint
• 15-nov-2020
|
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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|
|
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 11-nov-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.
|
|
|
|
global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 11-nov-2020
|
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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|
|
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 10-nov-2020
|
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
|
PATH
• 10-nov-2020
|
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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|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 9-nov-2020
|
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
|
MARKET PULSE
• 5-nov-2020
|
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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|
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• 3-nov-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
• 2-nov-2020
|
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.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• 30-ott-2020
|
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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|
|
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market-pulse
fixed-income
Fixed Income
page
|
INSIGHT AUDIO
• 30-ott-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.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 29-ott-2020
|
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.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 29-ott-2020
|
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.
|
|
|
|
sustainable-investing
fixed-income
Fixed Income
page
|
Sustainable Investing
• 28-ott-2020
|
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
|
Articolo di approfondimento
• 28-ott-2020
|
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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|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 26-ott-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.
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 21-ott-2020
|
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.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 19-ott-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
• 19-ott-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.
|
|
|
|
global-multi-asset-viewpoint market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 19-ott-2020
|
Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 'U.S. Industrials Poised to Outperform.'
|
|
|
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 19-ott-2020
|
William Lock,
Bruno Paulson
Le tre strategie globali del team International Equity presentano in media rendimenti invariati da inizio anno, a fronte del -15% complessivo dell’indice MSCI World. Bruno Paulson riflette sul motivo per cui i compounder di alta qualità non determinano un premio maggiore.
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edge
active-fundamental-equity
Active Fundamental Equity
page
|
EDGE
• 19-ott-2020
|
Counterpoint Global
Quantum computers store and process information using the quantum mechanical properties of matter. Counterpoint Global investigates the impact this new hardware could have on processing speeds and its potential to tackle previously unsolvable computing problems.
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|
|
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 16-ott-2020
|
Global Fixed Income Team
Il nostro Global Fixed Income team discute di un “mese estremamente impegnativo per i mercati finanziari” e spiega perché è una buona decisione posizionare i portafogli verso asset rischiosi.
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|
|
|
sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• 16-ott-2020
|
Leslie Delany
The Applied Equity Advisors team looks to effectively link the sustainability impact of its Global Concentrated Equity ESG strategy to the United Nations Sustainable Development Goals, all while striving to meet portfolio performance objectives.
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|
|
|
video
|
Video di approfondimento
• 14-ott-2020
|
In questo primo appuntamento Niccolò Rabitti e Raffaele Denardo hanno discusso i benefici dell’active management, l’utilizzo dei PAC e hanno approfondito il posizionamento e l’andamento delgi attuali fondi in focus.
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|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• 13-ott-2020
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, takes an historical look at market returns and volatility leading up to a United States presidential election – and the implications for this year.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 7-ott-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.
|
|
|
|
fixed-income
Fixed Income
page
|
Articolo di approfondimento
• 7-ott-2020
|
Anton Heese,
Richard Class
Rivedi il webinar del 7 ottobre con Anton Heese e Richard Class sul mercato obbligazionario europeo.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 5-ott-2020
|
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.
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 2-ott-2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 30-set-2020
|
Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we wrap up the third quarter and begin the final stretch of the year.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Articolo di approfondimento
• 30-set-2020
|
Richard Perrott,
Dirk Hoffmann-Becking,
Bruno Paulson
Quali sono le fonti affidabili di reddito per gli investitori nel contesto attuale di mercato? L’analisi del team International Equity.
|
|
|
|
fixed-income
Fixed Income
video
|
Insight Video
• 30-set-2020
|
Jim Caron
Portfolio manager and Head of Global Macro Strategies Jim Caron reflects on lessons learned during the third quarter, and how the team is positioning the portfolio for the risk of “known unknowns” -- U.S. elections, COVID-19 and potential fiscal stimulus – in the months ahead.
|
|
|
|
fixed-income
Fixed Income
video
|
Video di approfondimento
• 30-set-2020
|
Jim Caron
Jim Caron, Gestore di Portafoglio e Head of Global Macro Strategies commenta la lezione appresa durante il terzo trimestre, e descrive come il team sta posizionando il portafoglio per gestire i rischi legati al “conoscere l’ignoto” - Elezioni statunitensi, COVID-19 e potenziali stimoli fiscali - nei mesi che verranno.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• 30-set-2020
|
John Dillon,
Kevin Lynyak
The Fixed Income Managed Solutions Team provides review and perspective on fixed income markets.
|
|
|
|
sustainable-investing
liquidity
Liquidity
page
|
Sustainable Investing
• 28-set-2020
|
Barbara Calvi,
Navindu Katugampola
Investors are increasingly looking to incorporate ESG within their entire portfolio, including the liquidity component. We discuss our holistic approach to ESG analysis and how that is integrated into the investment process.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 28-set-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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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 23-set-2020
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Marcus Watson
L’attuale crisi ha messo alla prova qualsiasi conoscenza assodata, e le previsioni sulle società sanitarie non fanno eccezione. Marcus Watson esamina la resilienza di questo settore rispetto alla pandemia in atto.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 21-set-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
• 18-set-2020
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Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
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Sustainable Investing
• 16-set-2020
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Vladimir Demine, Candida de Sliva
Decarbonizzazione 101. Il team International Equity ci spiega in che modo un portafoglio azionario di elevata qualità può aiutare gli investitori interessati a ridurre la propria impronta di carbonio.
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solutions-and-multi-asset
Solutions & Multi-Asset
video
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Video di approfondimento
• 16-set-2020
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Jim Caron,
Andrew Harmstone
Niccolò Rabitti modera Jim Caron e Andrew Harmstone che discutono l’attuale situazione di mercato e i loro posizionamenti di portafoglio. Con il contributo straordinario del Prof. Domenico Siniscalco sull’attuale situazione politica ed economica globale e del nostro paese.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 15-set-2020
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Michael Mauboussin, Dan Callahan
The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows. With investments shifting more toward intangible assets, this report discusses the measurement and characteristics of intangible assets and reviews the implications of the growth of intangibles for investors.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 14-set-2020
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Global Fixed Income Team
Un favorevole mese di agosto ha evidenziato un proseguimento dei trend positivi. Quanto potrà durare questa situazione? E che implicazioni avrà per gli investitori obbligazionari? Ce lo spiega il team Global Fixed Income.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 14-set-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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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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TALES FROM THE EMERGING WORLD
• 9-set-2020
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets lists the economies most likely to thrive in the post pandemic era, arguing that the winners will need a strong defense against the forces of deglobalization, rising debt, and meddling governments, and a strong offense to exploit the booming digital economy.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 8-set-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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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 31-ago-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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private-credit-and-equity
Private Credit & Equity
page
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Insight Article
• 24-ago-2020
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AIP Private Markets Team
As holding period of a private equity portffolio continue to increase, AIP Private Markets Secondaries look at the solutions on offer to the investor.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 24-ago-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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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 24-ago-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 market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 21-ago-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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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 21-ago-2020
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Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 21-ago-2020
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Jim Caron
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.
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edge
active-fundamental-equity
Active Fundamental Equity
page
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EDGE
• 19-ago-2020
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Stan Delaney
CAR-T cell therapy has been a huge breakthrough in curing blood cancers. MSIM’s Counterpoint Global explores how recent advances in the technology could improve its safety and lower its cost while expanding CAR-T cell therapy’s addressable market.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 14-ago-2020
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Global Fixed Income Team
Nonostante le buone notizie sul fronte delle politiche, non mancano rischi all’orizzonte: le relazioni tra Stati Uniti e Cina, il baratro fiscale USA, le presidenziali statunitensi e la pandemia. Restiamo però ottimisti.
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