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carons-corner
audio
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Caron's Corner
• 27-mar-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 23-mar-2023
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Jitania Kandhari, Saumya Jain
Post-pandemic, untangling global supply chains through reshoring, friend-shoring and nearshoring has created opportunities for emerging markets like India, Vietnam, Thailand, Indonesia and Mexico. Jitania Kandhari and Saumya Jain of the Emerging Markets Equity Team explain.
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global-equity-observer
page
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Global Equity Observer
• 23-mar-2023
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Helena Miles
Che cosa si intende per intervento sanitario di valore? Il team International Equity ritiene che un uso più diffuso di esami diagnostici e di test di screening per l'identificazione precoce delle malattie possa migliorare significativamente l'esito per i pazienti e contribuire a ottimizzare la spesa sanitaria. Per gli investitori, le aziende operanti nel settore della diagnostica offrono elevati rendimenti sul capitale operativo impiegato, grazie alle barriere all’ingresso, ai ricavi ricorrenti e alla domanda finale non discrezionale.
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carons-corner
audio
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Caron's Corner
• 22-mar-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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consilient-observer
page
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Consilient Observer
• 22-mar-2023
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Michael Mauboussin, Dan Callahan
Probability and confidence are distinct concepts, and we believe it is useful for investors to separate them. For example, the price of two potential investments may present the same discount to expected value, but confidence in the probabilities for one may exceed those of the other. That nuance may be relevant for determining the appropriate weighting of securities or evaluating diversification.
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page
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Insight Article
• 22-mar-2023
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Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
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carons-corner
audio
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Caron's Corner
• 20-mar-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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sustainable-investing
engagement-report
page
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Engagement Report
• 16-mar-2023
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Emerging Markets Equity Team
Learn how the EM Equity team actively advocated for sustainable corporate policies during 2022 and what their ESG stewardship priorities are for 2023.
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page
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Insight Article
• 16-mar-2023
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Portfolio Solutions Group
Our Portfolio Solutions Group analyzes the key factors that impacted the "denominator effect" in 2022's market downturn.
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page
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Insight Article
• 15-mar-2023
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Portfolio Solutions Group
Our Portfolio Solutions Group introduces their proprietary Private Markets Asset Allocation Framework (PMAAF) designed to help investors think about how to allocate their dry powder.
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carons-corner
audio
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Caron's Corner
• 13-mar-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager e Co-Chief Investment Officer, Global Balanced Risk Control Team, illustra i suoi giudizi tematici macro sui principali fattori di sostegno dei mercati.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 12-mar-2023
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Global Fixed Income Team
Dopo un gennaio all’insegna dell’ottimismo, a febbraio i mercati hanno cambiato giudizio sulle prospettive economiche, passando dall’attesa di un atterraggio morbido dell’economia a uno scenario di “nessun atterraggio”. L’analisi del team Fixed Income.
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video
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Video di approfondimento
• 8-mar-2023
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Susanna Invernizzi, Claudia Introvigne
In questo webinar, Susanna Invernizzi e Claudia Introvigne hanno fornito un aggiornamento sul mercato delle infrastrutture globali e sul fondo MS INVF Global Infrastructure Fund. Claudia ha introdotto il nuovo comparto MS INVF Calvert Sustainable Climate Transition Fund.
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page
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Insight Article
• 8-mar-2023
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Andrew Harmstone, Jim Caron
The traditional 60% equity / 40% bond portfolio will not work well when asset returns are highly correlated. Employing a balanced and active management approach to achieve more stable risk-adjusted returns may prove superior and the overriding goal of the Global Balanced Risk Control Strategy.
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carons-corner
audio
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Caron's Corner
• 6-mar-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, looks at the risks associated with the traditional 60/40 portfolio.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 6-mar-2023
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Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon provides 7 reasons behind the equity rally, plus Applied Equity Advisors’ portfolio positioning to try to capture the opportunities.
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market-monitor
page
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Market Monitor
• 3-mar-2023
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Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
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path
page
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PATH
• 3-mar-2023
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Andrew Harmstone, Jim Caron
La solidità dei dati sull’occupazione e sull’inflazione ha indotto i mercati ad attendersi il mantenimento di una politica monetaria restrittiva da parte della Federal Reserve nel breve termine. Un esame dei dati elaborati con maggiore frequenza suggerisce tuttavia un raffreddamento del mercato del lavoro. Questo ribilanciamento sul fronte dell’occupazione potrebbe cambiare la situazione e sfociare in un rally.
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global-equity-observer
page
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Global Equity Observer
• 1-mar-2023
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Emma Broderick, Jinny Hyun
Quali aziende sono adeguatamente posizionate per sfruttare i cambiamenti comportamentali e nello stile di vita a lungo termine che una vita in più fasi potrebbe generare? L’analisi del team International Equity.
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global-multi-asset-viewpoint
page
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Global Multi-Asset Viewpoint
• 1-mar-2023
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "2023 Global Multi-Asset Team Outlook"
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audio
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Media Appearance
• 28-feb-2023
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Patrick Whitehead
Patrick Whitehead and Katie Lankalis with LLR Partners joined host Todd Kinney, National Relationship Director at BDO's private equity practice, to discuss value creation strategies and how to drive growth in a volatile market environment, how restrictive financing conditions could impact private equity returns and how the deal landscape could shape up in 2023.
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carons-corner
audio
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Caron's Corner
• 27-feb-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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sustainable-investing
page
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Sustainable Investing
• 27-feb-2023
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Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual update on ESG engagement activity.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 22-feb-2023
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Andrew Slimmon
In his second February TAKE, Senior Portfolio Manager Andrew Slimmon offers up where he sees potential Fat Pitches the equity markets are offering, along with how his portfolios are positioned to try to capture the opportunities.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 17-feb-2023
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Global Fixed Income Team
Dopo l’impennata dei rendimenti del mese di dicembre, i mercati obbligazionari hanno fatto segnare un’inversione di rotta, calando altrettanto rapidamente a gennaio. I mercati non cambiano direzione così repentinamente senza un motivo, e in questo caso ce ne sono stati molti. Lo spiega il team Fixed Income.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 17-feb-2023
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Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon marks to market his early January four glaring signals that equity investors were way too bearish. Find out where he thinks we are today.
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consilient-observer
page
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Consilient Observer
• 15-feb-2023
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Michael Mauboussin, Dan Callahan
This is a guide to estimating the cost of capital, a measure of both expected return and the discount rate. For example, investors discount future free cash flows at the cost of capital to come up with a present value. Our goal is to find a figure that reflects opportunity cost sensibly, is economically sound, and gives the investor and businessperson a practical solution. We recommend settling on a reasonable cost of capital and then allocating the bulk of time thinking about future cash flows.
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page
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Insight Article
• 14-feb-2023
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Eban Cucinotta, Jarrod Quigley, Robert Rafter, Ping Chen
Over the past several years, investors piled into sectors like Equity Hedge and Event Driven, which fared poorly in 2022, and historically have been highly correlated with equities. However, our analysis shows that many hedge fund sectors benefit from volatility and higher interest rates and we believe they are likely to be good diversifiers for traditional portfolios in today's environment.
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carons-corner
audio
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Caron's Corner
• 13-feb-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 8-feb-2023
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Seema Hingorani
Now more than ever, asset managers are acknowledging the critical role that talent retention plays in building long-term success. In this piece, Seema Hingorani, Managing Director and Strategic Client and Talent Engagement Lead, explores the talent-retention challenges and opportunities that exist in the industry today, while also examining the specific steps that can be taken to nurture diverse talent, while promoting a more diverse and inclusive workplace.
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page
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Media Appearance
• 7-feb-2023
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Lauren Hochfelder
MSREI Co-CEO, Lauren Hochfelder, sat down with Commercial Observer to discuss her career, what she's seeing, and how US commercial real estate is viewed today from a global investment standpoint.
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market-monitor
page
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Market Monitor
• 6-feb-2023
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Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
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carons-corner
audio
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Caron's Corner
• 6-feb-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Media Appearance
• 3-feb-2023
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Morgan Stanley Capital Partners
Inc.'s annual list of founder-friendly private equity firms shines a light on firms that have had success supporting founder-led companies.
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big-picture
page
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The Big Picture
• 2-feb-2023
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Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, AIA, outlines her Key Themes for 2023.
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path
page
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PATH
• 2-feb-2023
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Andrew Harmstone, Jim Caron
Le dinamiche dei mercati nel primo semestre del 2023 sembrano muoversi in senso opposto rispetto all’anno scorso: rallentamento dell’inflazione, diminuzione dei tassi di interesse, stabilizzazione o addirittura indebolimento del dollaro statunitense e riapertura della Cina. Questo quadro positivo apre uno spiraglio di opportunità che possiamo sfruttare aumentando l’esposizione al rischio. Ecco come stiamo rispondendo con il nostro posizionamento tattico.
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path
page
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PATH
• 2-feb-2023
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Andrew Harmstone, Jim Caron
Le dinamiche dei mercati nel primo semestre del 2023 sembrano muoversi in senso opposto rispetto all’anno scorso: rallentamento dell’inflazione, diminuzione dei tassi di interesse, stabilizzazione o addirittura indebolimento del dollaro statunitense e riapertura della Cina. Questo quadro positivo apre uno spiraglio di opportunità che ci consente di aumentare il rischio a nostro vantaggio. Ecco come le stiamo rispecchiando nel posizionamento del nostro GBaR Fund.
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carons-corner
audio
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Caron's Corner
• 1-feb-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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sustainable-investing
page
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Sustainable Investing
• 31-gen-2023
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Barbara Calvi
While the Fixed Income team expects macro headwinds will continue to have an impact in 2023, a rebounding sustainable bond market can continue feeding opportunities for fixed income investors.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 31-gen-2023
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Broad Markets Fixed Income Team
The prospect of less hawkish central bank policy should be supportive for short duration assets in 2023, according to the Broad Markets Fixed Income Team. They explore in this new whitepaper.
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carons-corner
audio
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Caron's Corner
• 30-gen-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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global-equity-observer
page
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Global Equity Observer
• 26-gen-2023
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Bruno Paulson
Nonostante si preveda una recessione, le stime sugli utili prospettici rimangono straordinariamente solide. Bruno Paulson si chiede se il futuro non riserberà delle sorprese negative per gli utili.
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sustainable-investing
page
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Sustainable Investing
• 25-gen-2023
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Vikram Raju,
Navindu Katugampola,
Alice Vilma
The importance of sustainability continues to increase in the private markets. Here we examine the factors, such as government legislation and client preferences, that are driving the change and evolution towards better sustainable investing practices.
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page
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Insight Article
• 25-gen-2023
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Matthew King
The MSIM Global Listed Real Assets Team explores how even in the likelihood of economic downturn in 2023, listed infrastructure is expected to have resilient earnings, strong cash flow, and unimpacted capital programs.
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carons-corner
audio
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Caron's Corner
• 23-gen-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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carons-corner
audio
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Caron's Corner
• 17-gen-2023
|
Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 12-gen-2023
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores how a possible recovery in the credit market during 2023 can fuel M&A activity and favorable REIT returns.
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carons-corner
audio
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Caron's Corner
• 9-gen-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 9-gen-2023
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Andrew Harmstone, Jim Caron
The Global Balanced Risk Control team discuss the three key trends they foresee for 2023 and the investment implications.
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video
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Insight Video
• 6-gen-2023
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Jim Caron
Jim Caron, co-chief investment officer of the Global Balanced Risk Control team, shares his views on markets and discusses portfolio positioning.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 6-gen-2023
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Andrew Slimmon
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.
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path
page
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PATH
• 5-gen-2023
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Andrew Harmstone, Manfred Hui
Ci aspettiamo un anno di transizione per l'energia, con un aumento dei prezzi del petrolio e del gas e conseguente ribilanciamento del mercato dopo le disfunzioni dello scorso anno. Le dinamiche energetiche sono determinanti in ottica di inflazione, dalla quale dipende, con tutta probabilità, la performance degli attivi nel 2023.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 31-dic-2022
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Global Fixed Income Team
L’inizio del 2023 definisce un contesto più solido e sicuro per il mercato obbligazionario. I rendimenti sono sensibilmente più elevati e gli spread si sono ampliati, lasciando presagire una migliore performance per il 2023. Lo spiega il team Fixed Income.
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global-equity-observer
page
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Global Equity Observer
• 23-dic-2022
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Anton Kryachok
Poiché un più alto livello dei tassi d’interesse rende più difficile pianificare una crescita per mezzo del debito, crediamo che il valore relativo delle imprese in grado di crescere in modo organico possa solo aumentare. Scopri come il posizionamento ottimale delle società presenti nei nostri portafogli consenta loro di sfruttare la resilienza di bilancio per migliorare la posizione competitiva, rendere la redditività del capitale operativo impiegato più sostenibile e promuovere una crescita stabile e prevedibile.
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big-picture
page
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The Big Picture
• 21-dic-2022
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Jitania Kandhari
After lagging the developed economies for more than a decade, emerging markets are in a much stronger position to outperform developed countries in the decade ahead. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explains.
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page
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Insight Article
• 20-dic-2022
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David Frechette, Patrick Reid
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.
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carons-corner
audio
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Caron's Corner
• 19-dic-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 15-dic-2022
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Global Fixed Income Team
Saranno i dati a stabilire se il rally obbligazionario di novembre sarà in grado di proseguire o meno la sua corsa. Nel frattempo, il team Fixed Income ritiene che gli investitori debbano godersi questo regalo per le feste anticipato.
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video
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Video di approfondimento
• 15-dic-2022
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Marshall Stocker, Matt Murphy
Siamo giunti all’ultimo webinar del 2022! Guarda il replay dell’evento, nel corso del quale Matt Murphy e Marshall Stocker hanno analizzato le prospettive per gli investimenti nel debito dei mercati emergenti e i diversi fattori di rischio che caratterizzano l’asset class, concentrandosi in particolare sul comparto Emerging Markets Fixed Income Opportunities.
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2023-outlooks
page
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2023 Outlooks
• 14-dic-2022
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Morgan Stanley Investment Management
Nelle nostre prospettive sul 2023, gli esperti nelle strategie macroeconomiche e i gestori degli investimenti in azioni, obbligazioni e classi di attivo alternative condividono i propri diversi punti di vista su alcuni temi chiave, sulla direzione in cui ritengono che i mercati siano avviati dopo un anno turbolento e sul posizionamento delle rispettive strategie.
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carons-corner
audio
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Caron's Corner
• 14-dic-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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consilient-observer
page
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Consilient Observer
• 14-dic-2022
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Michael Mauboussin, Dan Callahan
Capital allocation is a key job of management, but not all know how to allocate effectively. In this report, we establish the foundation by reviewing the sources and uses of capital and then show how U.S. companies have allocated capital since 1985. Next, we review the alternatives in detail, including intangible investments, and offer a guide for thinking about the prospects for value creation. We finish with a framework for assessing a company’s capital allocation skills.
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sustainable-investing
page
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Sustainable Investing
• 12-dic-2022
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Rachel Smith, Barbara Calvi
In its annual Engagement Report, the 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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sustainable-investing
engagement-report global-equity-observer
page
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Engagement Report
• 12-dic-2022
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International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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carons-corner
audio
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Caron's Corner
• 12-dic-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 8-dic-2022
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores why real estate values in the public markets have suffered year to date and why the value of REITs should be more stable and create significant opportunities in the coming year.
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carons-corner
audio
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Caron's Corner
• 5-dic-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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path
page
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PATH
• 5-dic-2022
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Andrew Harmstone, Manfred Hui
Lo squilibrio del mercato del lavoro statunitense post-Covid sembra essere entrato in una fase di normalizzazione. Per contro, il mercato del lavoro europeo sembra essersi contratto dopo che l'aumento degli stipendi ha alzato il rischio di persistenza dell'inflazione core. Illustriamo tali dinamiche e cosa significano per la crescita e il posizionamento.
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page
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Insight Article
• 30-nov-2022
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Vikram Raju
In this piece Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses five key findings from the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change ("UNFCC COP27" or "COP27").
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• 30-nov-2022
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Andrew Slimmon
In his Novermber TAKE, Senior Portfolio Manager Andrew Slimmon looks ahead to 2023.
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global-equity-observer
page
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Global Equity Observer
• 29-nov-2022
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Nic Sochovsky, Alistair Corden-Lloyd
Nell'attuale clima di rialzo dei prezzi e di aumento del costo della vita a livello globale, i maggiori brand devono affrontare il rischio di una riduzione degli acquisti da parte dei consumatori? Il team International Equity illustra perché è importante la percezione dei prezzi e perchè gli incentivi di prezzo hanno il potere di influenzare i processi decisionali.
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carons-corner
audio
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Caron's Corner
• 28-nov-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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sustainable-investing
video
|
Sustainable Investing
• 24-nov-2022
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John Streur,
Anthony Eames
Nel corso dell’evento “La nuova era degli investimenti responsabili” abbiamo avuto il piacere di introdurre le nuove strategie di investimento responsabili e sostenibili gestite da Calvert, da 40 anni pioniere negli investimenti ESG, e disponibili nella gamma di fondi di Morgan Stanley Investment Management a seguito dell’unione con Eaton Vance. Scopri la filosofia di Calvert e le soluzioni presentate da John Streur e Anthony Eames.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• 22-nov-2022
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Eric Carlson, Candy Chao
Mining companies have had a terrible environmental reputation in the past, but recent efforts show how the industry can implement sustainable initiatives. Investors are now focusing on companies that have practical decarbonization pathways to help lower emissions over the next three to five years. Eric Carlson and Candy Chao explore.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• 17-nov-2022
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Global Fixed Income Team
La situazione sui mercati obbligazionari è stata un po' più ordinata nel mese di ottobre rispetto alla confusione che ha caratterizzato settembre. Detto ciò, la performance dei mercati è rimasta eterogenea e gli investitori hanno avuto ragione di sentirsi frastornati e confusi in relazione alla volatilità, alla dispersione dei rendimenti, alla scarsa liquidità, alle politiche delle banche centrali e alla necessità di determinare il valore.
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carons-corner
audio
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Caron's Corner
• 14-nov-2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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market-alert
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Market Alert
• 14-nov-2022
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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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page
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Insight Article
• 9-nov-2022
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Neha Markle
In this piece originally published by the Wall Street Journal Pro, Neha Champaneria Markle, head of private- markets fund-of-funds investing, says slowing deal making and rising debt costs can benefit co-investors like Morgan Stanley.
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tales-from-the-emerging-world
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Tales From the Emerging World
• 9-nov-2022
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Steven Quattry
Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.
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consilient-observer
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Consilient Observer
• 9-nov-2022
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Michael Mauboussin, Dan Callahan
We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.
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carons-corner
audio
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Caron's Corner
• 7-nov-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 4-nov-2022
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All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Group has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.
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path
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PATH
• 3-nov-2022
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Andrew Harmstone, Manfred Hui
Dato che le difficoltà delle filiere produttive si sono ridotte e l’inflazione dei beni va normalizzandosi, molti si aspettano un calo dell’inflazione statunitense. Nel settore dei servizi, tuttavia, le pressioni rimangono elevate a causa di un mercato del lavoro saturo. Ecco come il perdurare di un contesto sfavorevole influenza il nostro posizionamento.
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carons-corner
audio
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Caron's Corner
• 2-nov-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• 1-nov-2022
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Patrick T. Egan
In this primer, we provide a fundamental overview of managed futures investment strategies. What are managed futures and how are they differentiated from other strategies?
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page
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Insight Article
• 1-nov-2022
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Patrick T. Egan
In periods of volatility, investors may be looking for an alternative investment which may not only provide potential mitigation from the effects of market fluctuations, but also potentially capitalize on this increase in volatility.
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page
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Insight Article
• 31-ott-2022
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⠀
We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.
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global-equity-observer
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Global Equity Observer
• 31-ott-2022
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Bruno Paulson
Se l’attuale congiuntura favorevole per le aziende si trasformerà in negativa, il team International Equity ritiene che sarà fondamentale puntare sul potere di determinazione dei prezzi e sulla capacità di generare ricavi ricorrenti. Ce ne parla Bruno Paulson.
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