|
global-equity-observer
page
|
Global Equity Observer
• 27-nov-2023
|
Bruno Paulson
As long-term investors, we want our companies’ pay plans to encourage longer-term thinking over short-term opportunism. We favour incentive schemes that align goals with shareholder interests, structured on sensible and disciplined performance-based targets. And we take the compensation process seriously, with our proprietary Pay X-Ray scoring system and established principles based on 20 years of talking to companies about executive pay.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 20-nov-2023
|
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.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 17-nov-2023
|
Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.
|
|
|
|
page
|
Insight Article
• 16-nov-2023
|
Global Listed Infrastructure Team
The long and short term outlook for global listed infrastructure (GLI) appears strong. GLI could benefit from a recessionary environment, as it has a history of outperforming global equities in challenging economic periods. Furthermore low volatility of earnings, stable cash flows and higher income component relative to global equities continue to be the key elements of the asset class. The MSIM Global Listed Infrastructure Team explores.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 16-nov-2023
|
Fixed Income Team
The Calvert Fixed Income team actively engages with Green Bond market players to promote robust sustainable financing frameworks that help effectively catalyse capital towards environmentally and socially impactful projects, transparent disclosures, and reporting.
|
|
|
|
path
page
|
PATH
• 10-nov-2023
|
Jim Caron
A fronte di rendimenti obbligazionari prossimi al 5%, del PIL statunitense a quota 4,9% nel terzo trimestre e dell’aumento della volatilità, abbiamo ridotto sia il rischio che il sottopeso di duration. Riteniamo che la Fed stia perdendo la pazienza e che il rischio di un altro rialzo dei tassi sia maggiore di quanto scontato nelle attuali valutazioni.
|
|
|
|
market-monitor
page
|
Market Monitor
• 6-nov-2023
|
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.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 6-nov-2023
|
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.
|
|
|
|
audio
|
Insight audio
• 2-nov-2023
|
Neha Champaneria Markle
Morgan Stanley Investment Management’s Head of Private Equity Solutions Neha Champaneria Markle joins Private Equity Fast Pitch’s Jeff Henningsen to talk about where she sees opportunity in the current environment, her team’s investment process, as well as her career trajectory and advice for those just starting out.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 1-nov-2023
|
Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income organisation provides details on how their investment teams are working with bond issuers on Environmental, Social, and Governance (ESG) issues to help generate better financial and sustainability outcomes.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 1-nov-2023
|
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.
|
|
|
|
page
|
Insight Article
• 31-ott-2023
|
Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.
|
|
|
|
sustainable-investing
calvert
page
|
Calvert
• 31-ott-2023
|
Calvert Research and Management
The energy transition will be complex, but in our view it’s this complexity that creates a rich opportunity set for investors intent on making a positive global impact, in addition to pursuing solid financial returns.
|
|
|
|
sustainable-investing
calvert
page
|
Calvert
• 31-ott-2023
|
Calvert Research and Management
This paper discusses how as corporate DEI performance improves, Calvert refines its methodology to recognize those gains and promote improvement, thus helping to identify leaders and improvers. It discusses the Calvert Diversity, Equity and Inclusion Index Series and the strategies derived from them, and notes that Calvert’s DEI indexes have each outperformed their broad market benchmark since inception as of September 2023.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 31-ott-2023
|
Fixed Income Team
Fixed income markets remain challenging, making it difficult to have a high degree of confidence about what will come in 2024. What does it mean for investors?
|
|
|
|
market-alert
audio
|
Market Alert
• 31-ott-2023
|
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-equity-observer
page
|
Global Equity Observer
• 30-ott-2023
|
Bruno Paulson
Oltre ai vincitori della prima fase della corsa all’oro scatenata dall’IA, il team International Equity ritiene che vi siano altri soggetti per i quali i vantaggi della GenIA impiegheranno più tempo a emergere, ma diventeranno significativi con il passar del tempo. Queste “realtà a lenta crescita” non solo genereranno valore grazie all’IA, ma disporranno anche del potere di determinazione dei prezzi per preservare i vantaggi che ne deriveranno. Questa sfida si presenta più facile nei sistemi relativamente chiusi, i cosiddetti “walled garden” (o “giardini recintati”), che includono anche dati proprietari.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 30-ott-2023
|
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.
|
|
|
|
page
|
Insight Article
• 30-ott-2023
|
Vikram Raju, Jake Van Koevering
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Jake Van Koevering, Lead Investment Principal on the 1GT Team, discuss the opportunity in Private Equity climate growth investing.
|
|
|
|
market-monitor
page
|
Market Monitor
• 26-ott-2023
|
Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 24-ott-2023
|
Michael Mauboussin, Dan Callahan
We study the sources of total shareholder return (TSR) and tie them to underlying economic principles. This is useful to assess the prospective returns of a stock and to create a framework for flagging value traps. The analysis reveals that few investors in the stocks of companies that pay dividends earned the TSR and refutes the common belief that dividends contribute to capital accumulation. This framework gives investors a checklist of drivers and the tools to assess them.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 24-ott-2023
|
Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.
|
|
|
|
page
|
Insight Article
• 13-ott-2023
|
Laurel Durkay, Simon Robson Brown, Christopher Fremantle
Explore whether it is time to buy listed real estate stocks, given the near-record wide net asset value discounts, from the Global Listed Real Assets Team.
|
|
|
|
page
|
Insight Article
• 11-ott-2023
|
Jim Caron, Li Zhang, Kian Masters
Clean technology is critical for reaching net-zero, but its own sustainability risks should not be ignored. Read the latest from our Portfolio Solutions Group for their views on what these risks include and how to best mitigate them.
|
|
|
|
market-monitor
page
|
Market Monitor
• 10-ott-2023
|
Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
|
|
|
|
page
|
Insight Article
• 9-ott-2023
|
Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 9-ott-2023
|
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.
|
|
|
|
market-monitor
page
|
Market Monitor
• 9-ott-2023
|
Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 6-ott-2023
|
Isabelle Mast
Quello dei titoli finanziari è un settore value, solitamente conveniente e spesso non troppo entusiasmante. Oppure sì? Riteniamo che tra i titoli finanziari vi siano società di alta qualità, ottime candidate per i nostri portafogli. Le società gestite in modo efficiente, proprietarie di solide attività immateriali e operative in sottosettori che incidono limitatamente sui bilanci (come le borse valori, i sistemi di pagamento e le nicchie assicurative), possono riuscire a coniugare rendimenti elevati, ciclicità moderata e ricavi ricorrenti, tutte caratteristiche che prediligiamo.
|
|
|
|
path
page
|
PATH
• 5-ott-2023
|
Andrew Harmstone, Jim Caron
A fronte del contesto attuale in cui i mercati azionari hanno registrato una contrazione per il secondo mese consecutivo e i rendimenti hanno raggiunto nuovi massimi, restiamo allineati con gli obiettivi di rischio dei nostri portafogli, puntando al contempo sulla diversificazione. Vediamo le implicazioni delle politiche della Fed a causa dei timori suscitati da una potenziale recessione.
|
|
|
|
market-monitor
page
|
Market Monitor
• 4-ott-2023
|
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.
|
|
|
|
resilience
page
|
Resilience
• 3-ott-2023
|
Eric Stampfel
Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 2-ott-2023
|
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.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 30-set-2023
|
Fixed Income Team
Dopo la modesta sottoperformance di agosto, a settembre i rendimenti obbligazionari hanno registrato forti aumenti in tutto il mondo. Davvero? L’analisi del Team Broad Market Fixed Income.
|
|
|
|
sustainable-investing
calvert
page
|
Calvert
• 30-set-2023
|
Yija Chen
In this second paper of our 2023 gender diversity series, we examine changes in the makeup of the U.S. labor force and workforce that occurred partly because of the pandemic—in particular, the effects on women workers. We also explore these trends among other developed economies and offer perspectives on how companies can recruit and retain workers in this new era.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 26-set-2023
|
Michael Mauboussin, Dan Callahan
The life cycle captures the stages of a company’s existence, from birth to growth to maturation to decline. Knowing where a company is in its life cycle is helpful for assessing capital allocation, financing costs, governance, and valuation. In this report, we use the cash flow statement to place companies in the proper stage. We then show the average characteristics of companies in each stage, their rates of transition between stages, and the past shareholder returns of each transition cohort.
|
|
|
|
video
|
Insight Video
• 22-set-2023
|
Vikram Raju
Morgan Stanley Investment Management’s Head of Climate Private Equity Investment Vikram Raju joins ION Analytics’ Giovanni Amodeo to talk about climate investing opportunities for the ION Influencers fireside chat series.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 20-set-2023
|
Global Listed Real Assets Team
The recent 2023 Morgan Stanley Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate contemporary issues related to sustainability. Here is a compendium of the key takeaways.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 20-set-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.
|
|
|
|
page
|
Insight Article
• 20-set-2023
|
Steven Quattry
Given the challenges of achieving “net zero” through the current global energy mix, nuclear is expected to become a more favored alternative and play a key role in a coordinated global energy transition.
|
|
|
|
video
|
Insight Video
• 15-set-2023
|
Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, discusses the benefits of investing in dynamic multi-asset strategies in today’s market environment.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 13-set-2023
|
Andrew Slimmon
In his September TAKE, Senior Portfolio Manager Andrew Slimmon presents thoughts about what could be ahead for equities as the market heads into the last quarter of the year.
|
|
|
|
page
|
Insight Article
• 13-set-2023
|
Anton Heese and Matas Vala
Our proprietary MSIM Quantitative Credit Strategy model helps inform us about the relative attractiveness of key credit markets.
|
|
|
|
video
|
Insight Video
• 12-set-2023
|
International Equity
A portfolio of high quality, well managed American companies with something extraordinary – resilience. American Resilience. As strong as you are.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 11-set-2023
|
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.
|
|
|
|
page
|
Insight Article
• 7-set-2023
|
AIP Hedge Fund Team
The MSIM Hedge Fund Team explores the ways in which hedge funds may directly benefit from a higher cash yield environment making them compelling options as sources of returns and diversification.
|
|
|
|
market-monitor
page
|
Market Monitor
• 7-set-2023
|
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.
|
|
|
|
path
page
|
PATH
• 5-set-2023
|
Andrew Harmstone, Jim Caron
I toni restrittivi della Fed sembrano indicare che la banca centrale sia più interessata a ridurre l’inflazione che non trovarsi a dover far fronte a una recessione. Raffreddamento del mercato del lavoro, rallentamento della situazione economica ma consumi ancora resilienti ci portano a ritenere il cammino verso un atterraggio morbido sia tortuoso.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 1-set-2023
|
Barbara Calvi, Anuj Gulati
As active asset managers with a focus on long-term value creation and responsible stewardship, effective engagement is a critical part of our investment process and fiduciary obligations.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 1-set-2023
|
Fixed Income Team
Il team Broad Markets Fixed Income spiega perché ritiene ancora che la fine del ciclo di rialzo dei tassi sia vicina e perché, nonostante ciò, i tassi potrebbero rimanere confinati in un intervallo fino a quando i dati non giustificheranno una scelta diversa.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 31-ago-2023
|
Navindu Katugampola
Approximately 50% of global GDP is dependent in some shape or form on nature, but as nature is being depleted we face the loss of an estimated $10 trillion worth of economic reward by 2050. Navindu Katugampola, Global Head of Sustainability at Morgan Stanley Investment Management, spoke with Nik Sekhran, Chief Conservation Officer of the WWF, about the role of investors and asset managers. Read the key takeaways here.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 31-ago-2023
|
Gwen Le Berre
Parametric’s head of responsible investing, takes part in a panel discussing the US political environment for ESG investing.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 31-ago-2023
|
Eric Carlson
Eric Carlson, Head of Sustainability and Portfolio Manager, Emerging Markets Equity, discusses energy transition opportunities with India’s largest independent power producer.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 31-ago-2023
|
Laurel Durkay
Head of Global Listed Real Assets, Laurel Durkay, shares her insights on environmental, social, and governance factors across real estate sectors and geographies at Morgan Stanley’s Sustainable Finance Summit.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 31-ago-2023
|
Barbara Calvi, Thomas Kamei, Mona Benisi, Marte Borhaug
The ESG lead for our Fixed Income, Counterpoint Global, Real Assets and International Equity teams discuss how they incorporate ESG and sustainability into their work, and what collaboration means to them.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 31-ago-2023
|
Varun Mehta and Andrew Ford
Greenhouse gas emissions data, especially for Scope 3, isn’t where it needs to be. At Morgan Stanley’s Sustainable Finance Summit, Varun Mehta, Head of Investment Management Sustainability Data & Technology, discussed with his panellists GHG data’s challenges and outlook.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 29-ago-2023
|
Jitania Kandhari, Audrey Muhirwa
While U.S. residential market dynamics are favorable with strong employment and low loan delinquencies, real estate in other developed economies faces vulnerabilities. China’s struggling property market remains a drag on its economy, but in many other emerging economies increased affordability, shifts in global trade and limited supply will create opportunities explains Jitania Kandhari, Head of Macro & Thematic Research, Emerging Markets Equity Team.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 28-ago-2023
|
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.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 28-ago-2023
|
William Lock, Annabel Stanford
Sebbene le scelte della società sembrino essere determinate dalla ricerca di ricompense immediate, il team International Equity ritiene che, quando si tratta di finanza, la pazienza consenta di ottenere risultati duraturi ed esiti positivi nel lungo periodo.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 21-ago-2023
|
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.
|
|
|
|
page
|
Insight Article
• 18-ago-2023
|
Vishal Gupta, Ritesh Gupta
Indian retail is not a single, homogeneous market but an array of hundreds of smaller markets with differing local tastes. The Emerging Market Leaders team takes a look at the keys to success.
|
|
|
|
takeaways-key-expectations
page
|
Takeaways & Key Expectations
• 14-ago-2023
|
Andrew Slimmon
Responding to questions from those on the front lines, in his August TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts for what could be ahead for the equity markets.
|
|
|
|
edge
page
|
EDGE
• 9-ago-2023
|
Counterpoint Global
Counterpoint Global looks back across almost two decades of dedicated research on disruption—and the ways it reinforces our long-term mindset, helps us manage risk and reduce errors of omission. Diving into studies of digital advertising, cloud computing and the approaching wave of AI, the team reviews both how we approach disruptive change research and how that research has benefited Counterpoint Global in capitalizing on unique investment opportunities.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 7-ago-2023
|
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.
|
|
|
|
path
page
|
PATH
• 7-ago-2023
|
Andrew Harmstone, Jim Caron
L’inflazione continua a diminuire e ciò potrebbe segnare l’inizio della fine del ciclo di rialzi. Tuttavia, rimaniamo agili e ben posizionati per gestire entrambi i rischi di eventi estremi. Leggere qui per conoscere le implicazioni per i nostri portafogli.
|
|
|
|
market-monitor
page
|
Market Monitor
• 4-ago-2023
|
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.
|
|
|
|
tales-from-the-emerging-world
page
|
Tales From the Emerging World
• 3-ago-2023
|
Steve Quattry
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.
|
|
|
|
page
|
Articolo di approfondimento
• 2-ago-2023
|
Laurel Durkay
Negli ultimi due decenni i data center hanno tratto notevoli vantaggi dalla crescita esponenziale dei dati. L’avvento dell’intelligenza artificiale è destinato a stimolare ulteriormente la domanda, creando interessanti opportunità di investimento nel mercato dei REIT.
|
|
|
|
market-monitor
page
|
Market Monitor
• 2-ago-2023
|
Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 31-lug-2023
|
Fixed Income Team
Negli Stati Uniti, dove il rischio di una recessione continua a calare e molti analisti, tra cui gli esperti della Fed addetti alla ricerca, ora sostengono che lo scenario più probabile sia quello di un atterraggio morbido. Ma nonostante il maggiore ottimismo, l’inflazione è rimasta sotto controllo. Nelle sue prospettive mensili, il team Broad Markets Fixed Income spiega perché questo può essere uno sviluppo positivo per gli attivi finanziari.
|
|
|
|
global-multi-asset-viewpoint
page
|
Global Multi-Asset Viewpoint
• 31-lug-2023
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Has Japan Finally Exited Deflation?"
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 31-lug-2023
|
Bruno Paulson, Emma Broderick
Con l’aprirsi di un nuovo capitolo nella storia dell'intelligenza artificiale, i vincitori di questa prima fase della “corsa all'oro dell’IA” sono le società fornitrici di semiconduttori e di servizi di cloud computing. Il dilagare dell'intelligenza artificiale generativa è però caratterizzato da due fattori inattesi, cioè la velocità di adozione da parte dei consumatori e l'assenza di barriere all'ingresso. Anche se è ancora presto per valutare appieno l'impatto dell'IA, il nostro team International Equity continua a sondare il mercato per individuare le migliori opportunità in termini qualitativi, concentrandosi sulle future prospettive di riduzione dei costi e creazione di valore, senza trascurare i potenziali rischi.
|
|
|
|
sustainable-investing
engagement-report
page
|
Engagement Report
• 27-lug-2023
|
Marte Borhaug
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
|
|
|
|
page
|
Insight Article
• 27-lug-2023
|
AIP Hedge Fund Team
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 26-lug-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.
|
|
|
|
market-alert
audio
|
Market Alert
• 26-lug-2023
|
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.
|
|
|
|
page
|
Insight Article
• 26-lug-2023
|
Vikram Raju, Adam Ross
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Adam Ross, Principal on the 1GT Team, define Avoided Emissions, and why they play a crucial role in the path to net-zero.
|
|
|
|
consilient-observer
page
|
Consilient Observer
• 25-lug-2023
|
Michael Mauboussin, Dan Callahan
We examine the demographics of public companies and their patterns of wealth creation. We focus on the last half century in the U.S. and review the “births” and “deaths” of public companies. We also discuss changes in market composition. Nearly 60 percent of companies have failed to create value, and 2 percent have created 90 percent of the aggregate wealth. This suggests two strategies for portfolio construction: seek broad diversification or aim to own the wealth creators.
|
|
|
|
big-picture
page
|
The Big Picture
• 25-lug-2023
|
Jitania Kandhari
A closer look at China’s past, present and future, its transition from poverty under Marxist policies to the global powerhouse it is today, and its ongoing attempt to navigate the complex intersection of economic, technological and geopolitical realities to achieve its goals. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explores.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 24-lug-2023
|
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.
|
|
|
|
audio
|
Insight Audio
• 18-lug-2023
|
Vikram Raju
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Adam Ross, Principal on the 1GT Team, define Avoided Emissions, and why they play a crucial role in the path to net-zero.
|
|
|
|
page
|
Articolo di approfondimento
• 18-lug-2023
|
Niccolò Rabitti, Co-Head of Italy, Andrea Rizzolo, Vice President of Retail Distribution Italy, hanno fornito un aggiornamento sull’allocazione e la performance dei portafogli dei vari team di gestione nel contesto dei più recenti sviluppi e dei trend futuri attesi dal mercato.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 17-lug-2023
|
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.
|
|
|
|
global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• 14-lug-2023
|
Fixed Income Team
La resa dei conti arriverà negli ultimi mesi del 2023, quando gli effetti cumulativi dell’inasprimento delle banche centrali continueranno a mordere e il sostegno residuo della politica fiscale attuata durante la pandemia si affievolirà, o svanirà. I rischi di recessione permangono, ma a nostro avviso restano sopravvalutati.
|
|
|
|
page
|
Insight Article
• 12-lug-2023
|
Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, joined Nareit's John Worth, Executive Vice President of Research and Investor Outreach, to discuss second quarter 2023 U.S. REIT performance and upcoming trends to help viewers benchmark and analyze exposure. The one-hour webinar was moderated by Mike Consol, Senior Editor of Real Assets Adviser, and hosted by Nareit and Institutional Real Estate, Inc.
|
|
|
|
market-monitor
page
|
Market Monitor
• 11-lug-2023
|
Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
|
|
|
|
market-monitor
page
|
Market Monitor
• 11-lug-2023
|
Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
|
|
|
|
carons-corner
audio
|
Caron's Corner
• 10-lug-2023
|
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.
|
|
|
|
path
page
|
PATH
• 6-lug-2023
|
Andrew Harmstone, Jim Caron
Considerando un mercato del lavoro resiliente ma in rallentamento, e che le politiche sono più accomodanti che restrittive in relazione all’inflazione, ci aspettiamo in misura sempre maggiore un atterraggio morbido. Ecco come stiamo adeguando il nostro posizionamento di conseguenza.
|
|
|
|
market-monitor
page
|
Market Monitor
• 6-lug-2023
|
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.
|
|
|
|
page
|
Articolo di approfondimento
• 3-lug-2023
|
Jim Caron
Di fronte alla repentina conclusione di una fase di tassi d'interesse in contrazione durata quattro decenni, gli investitori stanno valutando metodi alternativi per creare portafogli efficienti con rendimenti più stabili. Jim Caron fanno il punto della situazione.
|
|
|
|
page
|
Insight Article
• 3-lug-2023
|
Jim Caron
Now that a 40-year period of declining interest rates has abruptly ended, investors are evaluating alternative means of creating efficient portfolios with more stable returns. Jim Caron explores.
|
|
|
|
video
|
Video di approfondimento
• 29-giu-2023
|
Anton Heese, Richard Ford
Guarda l’approfondimento con Anton Heese and Richard Ford. I relatori hanno parlato Parleremo di outlook di mercato obbligazionario europeo.
|
|
|
|
global-equity-observer
page
|
Global Equity Observer
• 29-giu-2023
|
Marcus Watson and Richard Perrott
Nel mondo delle fusioni e acquisizioni, non tutti gli acquirenti sono uguali. Il team International Equity osserva un atteggiamento prudente nei confronti delle fusioni e acquisizioni che, in genere, rappresentano una scelta ad alto rischio per quanto riguarda l’allocazione di capitale di una società. Ma ci sono società – alcune delle quali presenti in portafoglio – con un track record di acquisizioni a rischio relativamente basso che hanno contribuito in misura molto positiva ai rendimenti per gli azionisti. I buoni acquirenti sono una specie rara, ma le loro strategie presentano caratteristiche comuni tali da far pensare che si tratti di un processo ripetibile.
|
|
|
