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2021-outlooks tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  12-gen-2021

The Top Ten Trends of 2021 

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  •  7:35 Min

How High Can Yields Rise Before it Spells Trouble? 

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  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

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
2021 Outlooks  •  11-gen-2021

Today’s Hedge Funds: Solutions to a 60/40 Problem 

Mark van der Zwan
With risk markets near historical highs and rates near zero, return expectations for traditional 60% equity /40% bond (60/40) portfolios are at the lowest level they’ve been in more than ten years. Against this backdrop, we see renewed interest in hedge funds, particularly in strategies that have evolved to complement 60/40 risk in very specific ways. Four strategies worth highlighting are high active risk, opportunistic investments, alternative yield and risk mitigation.

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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  11-gen-2021

Now It Gets Tougher 

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
2021 Outlooks  •  10-gen-2021

The Haze of Uncertainty Is Lifting 

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
Webinar  •  5-gen-2021

Webinar: The Case for Investing in Euro Short Duration Fixed Income 

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
2021 Outlooks  •  4-gen-2021

Favourable Winds for Emerging Market Debt 

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

Rolling With the Punches: Why Investors Should Consider Convertibles in 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

2021 Credit Outlook: Buy the Vaccine Reflation, Sell Expectations of a Policy Reversal 

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

A Sustainable Future? 5 Sustainable Investing Themes That Will Define 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  •  7:25 Min

Yields Are Low, But Fixed Income Opportunities Exist if You Know Where to Look 

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

L’anno che verrà: Ruggenti Anni 20 o Spaventosi Anni 20? 

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  •  5:01 Min

Market Alert with Andrew Slimmon: Investing Cash Into a Bull Market 

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
Consilient Observer  •  21-dic-2020

WACC and Vol 

Michael Mauboussin, Dan Callahan
The weighed average cost of capital (WACC) and volatility (vol) generally move in lockstep, but 2020 is unusual because the cost of capital is well below its historical average and volatility is well above its historical average. The prime beneficiaries of these patterns are companies rich with real options. In this report, we define real options, discuss what businesses are likely to have them, review the valuation implications, and finish with a way to use real options analysis with traditional valuation.

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active-fundamental-equity Active Fundamental Equity page
Articolo di approfondimento  •  17-dic-2020

Rivedi il webinar del 17 dicembre “Morgan Stanley IM: 30 minuti con Domenico Siniscalco" 

International Equity Team
Abbiamo trascorso 30 minuti con il Professor Domenico Siniscalco ripercorrendo il 2020 e anticipando l’outlook 2021.

Domenico
 
global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  16-dic-2020

Una strada ancora piena di ostacoli 

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  •  9:42 Min

The Case for Commodities This Decade 

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

From Solvency to Stimulus: What a Policy Shift Could Mean for Fixed Income Investors 

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

Alcune riflessioni aggiuntive: i fattori macro e politici non vanno in vacanza 

Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla

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active-fundamental-equity Active Fundamental Equity page
Media Appearance  •  9-dic-2020

Michael Mauboussin Op-Ed Feature in Financial Times 

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

When Commodities Rise, So Will Emerging Markets  

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

A Value Rally Ahead? Looking in the Rear-View Mirror 

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
Global Equity Observer  •  8-dic-2020

Ci aspetta un rally dei titoli value? Uno sguardo retrospettivo 

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  •  6:59 Min

Will the U.S. Job Loss Scarring Be Permanent? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  7-dic-2020

L’aumento della disoccupazione USA lascerà un segno permanente? 

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

Equity Market Commentary - December 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

Proxy Season 2020: Tales From the Trenches 

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  •  03:09 Min

Lead With Leaders 

Vishal Gupta
Vishal Gupta is optimistic on structural themes of B2B technology spend, Fintech, e-commerce and Healthcare among others to drive growth in emerging markets in the years ahead. Listen now.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  2-dic-2020

The Year Ahead for the U.S.: Fundamental Challenges Exist, but Policy Will Prevail 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.

Fixed-Income-Team-Tile
 
active-fundamental-equity Active Fundamental Equity video
Video di approfondimento  •  30-nov-2020  •  50:12 Min

Rivedi il webinar del 1 dicembre "Un caffè con Mary Sue Marshall”  

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 Recognized by Inc. as a Top 50 Private Equity Firm for Entrepreneurs and Family-Owned Businesses 

Morgan Stanley Capital Partners
Inc.'s second annual list of founder-friendly private equity firms shines a light on 50 shops that have had success supporting founder-led companies. To compile the list, Inc. went straight to the source: entrepreneurs who have sold to private equity. It's a group that's been expanding for more than two decades. In the U.S., the number of PE-backed businesses has grown 30 percent compared with 2015, according to research firm PitchBook.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  30-nov-2020  •  7:42 Min

What the Bond Market Is Telling Us About the Future of the Economy 

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.

fixed-income-managed-solutions-team-tile
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market-pulse fixed-income Fixed Income page
Market Pulse  •  30-nov-2020

Cosa ci dice il mercato obbligazionario sul futuro dell'economia? 

Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Path  •  27-nov-2020

Post Elezioni USA - Dove sono le opportunita'? [Video] 

Laura Biancato
Laura Biancato, Specialista di Portafoglio del Team GBaR, condivide l'ultimo aggiornamento di mercato del team.

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active-fundamental-equity Active Fundamental Equity page
Press reprint  •  25-nov-2020

Good practice for gender advocates in asset management 

Laura Bottega
2020 appears as a watershed year for diversity in the workplace. Laura Bottega talks about her experience as a woman in a male dominated industry, her efforts to advocate for gender diversity, and distils the lessons learned along the way.

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active-fundamental-equity Active Fundamental Equity video
Insight Video  •  19-nov-2020  •  4:29 Min

Emerging Markets Leaders Q&A 

Vishal Gupta, Steve Sun
In this video, the portfolio manager and portfolio specialist for Emerging Markets Leaders Strategy share how they find investment opportunities, why macro trends are important, in which countries they find investable companies and when they believe it is the right time to invest.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  16-nov-2020

Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla 

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  •  6:24 Min

First Look at 2021: Too Much Liquidity Chasing Too Few Assets 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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private-credit-and-equity Private Credit & Equity page
Press reprint  •  15-nov-2020

Neha Champaneria Markle named in the WSJ Women to Watch list 

Neha Champaneria Markle
The Wall Street Journal names AIP Private Markets’ Neha Champaneria Markle in their annual Women to Watch list of top female talent in Private Equity.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  11-nov-2020  •  5:26 Min

Market Alert with Andrew Slimmon: Opportunities Abound 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Global Fixed Income Bulletin  •  11-nov-2020

Quanto sono alte le onde? 

Global Fixed Income Team
Con le presidenziali USA ormai alle spalle restano due grandi interrogativi sull'economia globale e sui mercati obbligazionari: la portata degli stimoli fiscali e la ripresa dei contagi.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  10-nov-2020

The Pandemic's Silver Lining  

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

Elezioni presidenziali americane: Lo stato delle cose 

Andrew Harmstone, Manfred Hui, Laura Biancato
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  9-nov-2020

Elezioni presidenziali: la serie Le 4 principali implicazioni di uno scenario senza "Blue wave" 

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  •  1:00:06 Min

Rivedi il webinar post elezioni americane con Jim Caron e Andrew Slimmon 

Jim Caron, Andrew Slimmon
I nostri gestori di portafoglio senior di Morgan Stanley Investment Management hanno discusso le implicazioni delle elezioni presidenziali USA per l’economia e i mercati.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  3-nov-2020

Engage - Autunno 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

Elezioni Presidenziali: la serie Aspettiamoci più interrogativi che risposte. E un aumento della volatilità. 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  30-ott-2020  •  09:39 Min

The Markets and Presidential Elections Through a Historical Lens 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.

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market-pulse fixed-income Fixed Income page
INSIGHT AUDIO  •  30-ott-2020

Presidential Election Series With Jim Caron 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  29-ott-2020

AIP Hedge Fund Solutions Team Review and Outlook 

Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  29-ott-2020

AIP Hedge Fund Solutions Team Review and Outlook 

Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  28-ott-2020

ESG in Sovereign Fixed Income Investing: Identifying Opportunities, Correcting Biases 

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

Rivedi il webinar del 29 ottobre "Un caffè con Bruno Paulson" 

Bruno Paulson
Bruno Paulson, Portfolio Manager dell’International Equity Team, ha discusso le recenti performance dei fondi azionari globali gestiti da team e ha analizzato l’impatto dell’attuale pandemia Covid sull’economia, sulle aziende e settori che costituiscono l’universo investibile dei fondi.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  26-ott-2020

Serie sulle elezioni presidenziali: scontare il ritorno della domanda 

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
PATH  •  21-ott-2020

Luce all'orizzonte 

Andrew Harmstone, Manfred Hui, Laura Biancato
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  19-ott-2020

Presidential Election Series: The Impact of the Tax and Spending Plans 

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.

9920558-Insight-Tile-2x2
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market-pulse fixed-income Fixed Income page
Market Pulse  •  19-ott-2020

Elezioni Presidenziali: la serie L'impatto dei piani fiscale e di spesa 

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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global-multi-asset-viewpoint market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  19-ott-2020

U.S. Industrials Poised to Outperform 

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

Compounder resilienti: Un investimento prezioso 

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

Quantum Computing 

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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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  16-ott-2020

Il diavolo si nasconde nei dettagli 

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

Sustainability: Material Actions Speak Louder Than Words  

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 di approfondimento  •  14-ott-2020

Rivedi il webinar del 14 ottobre "30 minuti con Morgan Stanley Investment Management: Focus Fondi" 

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

The Stock Market Is Not Partisan  

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.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  7-ott-2020  •  4:52 Min

"The Economy, Stupid" 

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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Articolo di approfondimento  •  7-ott-2020

Rivedi il webinar del 7 ottobre "WEB-InvestmentFocus2020 sul mercato obbligazionario" 

Anton Heese, Richard Class
Rivedi il webinar del 7 ottobre con Anton Heese e Richard Class sul mercato obbligazionario europeo.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  5-ott-2020

Le obbligazioni scontano le presidenziali USA 

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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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  2-ott-2020

Road to Recovery: 2020’s Final Lap 

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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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  30-set-2020

Equity Market Commentary - September 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.

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active-fundamental-equity Active Fundamental Equity page
Articolo di approfondimento  •  30-set-2020

La ricerca del reddito Reddito, nel modo giusto 

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.

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fixed-income Fixed Income video
Insight Video  •  30-set-2020

3Q2020 Review/Outlook: Global Fixed Income Opportunities 

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.

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fixed-income Fixed Income video
Video di approfondimento  •  30-set-2020

Review/Outook Terzo trimestre 2020: Global Fixed Income Opportunities 

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.

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Insight Article  •  30-set-2020

Fixed Income Newsletter: Quarterly Update 

John Dillon, Kevin Lynyak
The Fixed Income Managed Solutions Team provides review and perspective on fixed income markets.

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sustainable-investing liquidity Liquidity page
Sustainable Investing  •  28-set-2020

Driving Value in Liquidity Through ESG 

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.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  28-set-2020

Alla scoperta di ottobre: il prezzo è giusto?  

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  •  23-set-2020

Il settore sanitario ai tempi della pandemia 

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
Market Pulse  •  21-set-2020

I dati sono contrastanti, ma il futuro ispira ottimismo 

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
PATH  •  18-set-2020

Animal Spirits and the US Election: Will Momentum Stall? 

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
Sustainable Investing  •  16-set-2020

Decarbonizzazione: i concetti base 

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
Video di approfondimento  •  16-set-2020

Guarda la registrazione del Web Event “Web-InvestmentFocus2020” Aggiornamento sui mercati del 16 settembre 

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
Consilient Observer  •  15-set-2020

One Job 

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
Global Fixed Income Bulletin  •  14-set-2020

Parola d’ordine: consolidamento 

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
Market Pulse  •  14-set-2020

La Fed sotto i riflettori: tassi creditizi e rischio di solvibilità 

Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

Fixed-Income-Team-Tile
 
tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
TALES FROM THE EMERGING WORLD  •  9-set-2020

The Winners of a Post-Pandemic Era 

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
Market Pulse  •  8-set-2020  •  6:01 Min

Risk Off Today, but a Silver Lining Is on the Horizon 

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
Market Pulse  •  31-ago-2020

Qui si fa la storia: una riformulazione della politica della Fed 

Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

Fixed-Income-Team-Tile
 
private-credit-and-equity Private Credit & Equity page
Insight Article  •  24-ago-2020

Post COVID-19 Crisis, Increasing Duration Could Open Up New Realms for Private Equity Managers 

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
Market Pulse  •  24-ago-2020

“Cosa possiamo aspettarci in futuro?” La Fed valuta la possibilità di adottare l’AIT: Average Inflation Targeting 

Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  24-ago-2020  •  5:15 Min

Where Do We Go From Here? The Fed Considers AIT – Average Inflation Targeting 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  21-ago-2020

Mercati globali: l’outlook positivo della Cina potrebbe non avere ripercussioni positive sul resto del mondo  

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
PATH  •  21-ago-2020

Global markets: China’s positive outlook may not benefit the rest of the world  

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
Market Pulse  •  21-ago-2020

Where to Go From Here? Reimagining the Fed’s Policy Response Function 

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
EDGE  •  19-ago-2020

CAR-T Therapy 

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
Global Fixed Income Bulletin  •  14-ago-2020

Andrà avanti così? La musica non cambia 

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.