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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  23-giu-2021

The Impact of Intangibles on Base Rates 

Michael Mauboussin, Dan Callahan
The shift in investments from tangible to intangible assets has important implications for how investors should think about corporate growth rates. Companies with more intangible assets can grow faster, but they can also become irrelevant and shrink faster. Our analysis of historical sales growth rates for U.S. companies reveals both of these results: higher growth and more dispersion, on average, for companies and industries with the highest intangible asset intensity. Skillful investors may be able to identify the companies that will grow faster than expected, hence providing the potential for attractive returns.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  22-giu-2021

Low Carbon Ambition 

William Lock, Laura Bottega
The companies within the International Equity team’s portfolios are encouraging their customers to live more sustainably. William Lock and Laura Bottega discuss.

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Caron’s Corner  •  21-giu-2021  •  11:18 Min

Is This the Start of Something Bigger? A Look at Asset Pricing 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  17-giu-2021  •  4:46 Min

Market Alert with Andrew Slimmon: The Fed’s Message 

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

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Takeaways & Key Expectations  •  16-giu-2021

Equity Market Commentary - June 2021 

Andrew Slimmon
In his June TAKE, Andrew Slimmon shares a number of historical market precedents that may provide insight regarding current equity markets and investor behavior.

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Global Fixed Income Bulletin  •  16-giu-2021

Where Did Volatility Go? 

Global Fixed Income Team
A quiet May saw the constructive market narrative continue. How long will this last, what does this mean for investors? The Global Fixed Income team discuss.

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Caron’s Corner  •  16-giu-2021  •  8:41 Min

Key Takeaways From Today’s Fed Meeting 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Video di approfondimento  •  15-giu-2021  •  58:19 Min

Rivedi il webinar del 15 giugno "Un caffè con James Upton" 

James Upton
James Upton, Chief Strategic Officer del Global Emerging Markets team, ci ha parlato delle 3 ragioni chiave per le quali il team di investimento si aspetta un ritorno dei mercati emergenti. Guarda il replay e scopri di più.

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Caron’s Corner  •  14-giu-2021  •  11:16 Min

What if Inflation Is Not Transitory - and What Happens Next? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  14-giu-2021

Inflazione USA: realtà o apparenza? 

Andrew Harmstone, Manfred Hui, Laura Biancato
Le pressioni inflazionistiche potrebbero continuare nella seconda metà dell’anno, con possibili sorprese al rialzo. Il team GBaR spiega perché questi effetti potrebbero rivelarsi temporanei piuttosto che l’inizio di un nuovo regime di inflazione.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  11-giu-2021

US Inflation: Real or Noise? 

Andrew Harmstone, Manfred Hui
Inflationary pressures are likely to persist in the second half of the year, with the potential for upside surprises. The GBaR team explain why these may be temporary effects, rather than the start of a new inflationary regime.

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Sustainable Investing  •  10-giu-2021  •  22:39 Min

Emily Chew featured in Brunswick Group's podcast, ESG Agenda 

Emily Chew
In a recent episode of Brunswick Group’s podcast, The ESG Agenda, Emily Chew, Executive Vice President and Chief Responsible Investment Officer of Calvert gives practical recommendations for boards to develop their companies’ corporate strategy in the era of sustainability disruption.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  8-giu-2021

MSIM’s Securitized Sustainability Framework: Promoting Responsible Lending & Driving Positive Impact Alignment 

Gregory Finck, Navindu Katugampola, Barbara Calvi, Erin K. Glenn
Environmental, Social and Governance (ESG) factors are most often discussed in the context of corporate and sovereign debt issuers. But that’s changing, according to the Securitized Fixed Income Team, as client demand is driving change when it comes to mortgage and other asset-backed securities.

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Caron’s Corner  •  7-giu-2021  •  11:54 Min

The Jobs "Wager"  

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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sustainable-investing page
Sustainable Investing  •  3-giu-2021

Mona Benisi Wins 2021 Women in Sustainability Leadership Award 

Mona Benisi
Mona Benisi wins prestigious Women in Sustainability Leadership Award

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  2-giu-2021

Where the Digital Future Will Unfold 

Ruchir Sharma
The most ingenious uses of future digital technology are likely to be shaped in the emerging world. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  2-giu-2021

MSIM Fixed Income Engagement Strategy: Integrated, Insightful, Influential 

Barbara Calvi, Navindu Katugampola, Anuj Gulati
Fixed income investors play an important role in pursuing positive sustainability outcomes through a constructive dialogue with issuers around ESG. The MSIM Global Fixed Income Team explains how they incorporate engagement throughout their investment process.

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Caron’s Corner  •  1-giu-2021  •  11:16 Min

Labor, Labor, Everywhere, Not a Person to Hire 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Video di approfondimento  •  27-mag-2021

Rivedi il webinar del 27 maggio "Un caffè con Emily Tsui del Global Opportunity Team" 

Counterpoint Global
In questo webinar Emily Tsui ci ha raccontato perchè il team ritenga che sia così importante considerare il valore intrinseco delle società nel loro processo di investimento.

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Global Equity Observer  •  26-mag-2021

Economie di scala e diversificazione 

Marcus Watson
I due punti di forza della diversificazione e delle economie di scala che caratterizzano le nostre posizioni di alta qualità hanno svolto un ruolo importante nel determinare l’ottima performance degli utili sia durante la recente crisi che in passato. Lo spiega Marcus Watson.

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Market Pulse  •  25-mag-2021  •  12:00 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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Takeaways & Key Expectations  •  24-mag-2021

Equity Market Commentary - May 2021 

Andrew Slimmon
In his May TAKE, Andrew Slimmon shares his thoughts about what might happen to the U.S. equity markets should Wall Street continue to revise earnings estimates upward.

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Caron’s Corner  •  24-mag-2021  •  8:24 Min

It’s Better to Travel Than Arrive 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  21-mag-2021

Re-Examining the Role of US Treasurys in Institutional Portfolios 

Portfolio Solutions Group
In this paper, the Portfolio Solutions group explains why they believe that both the current low-yield environment and the likely impact on inflation and rates of the momentous events unfolding across the economic, financial and political landscape are weakening the pillars that support the case for US Treasurys.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  19-mag-2021

The Economics of Customer Businesses 

Michael Mauboussin, Dan Callahan
This report focuses on the customer as the basic unit of analysis in understanding value. The idea of customer lifetime value has been around for decades, but we believe our discussion is richer and more nuanced than what many companies and analysts present. We discuss a framework called customer-based corporate valuation, which links customer economics to shareholder value and offers a more robust way to forecast revenues. We also show the limitations of common ratios such as customer lifetime value to customer acquisition cost (LTV/CAC), explore how companies can create consumer and supplier surplus, provide a case study, examine trade-offs in the drivers of value, and explore common errors.

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Caron’s Corner  •  17-mag-2021  •  11:48 Min

Like Looking Through a Dirty Window: The Data Is Noisy and Unclear 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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market-pulse active-fundamental-equity Active Fundamental Equity video
INSIGHT VIDEO  •  17-mag-2021

Emerging Leaders for the Next Decade 

Vishal Gupta
Interview with Vishal Gupta, portfolio manager for the Emerging Leaders strategy.

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Global Fixed Income Bulletin  •  14-mag-2021

Welcome to the Brave New World! 

Global Fixed Income Team
After rising significantly in March, U.S. Treasuries and most other developed market government bond yields fell measurably, despite solid, surprisingly strong economic data. The Global Fixed Income Team examines what these dynamics mean for fixed income investors.

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real-assets Real Assets page
Insight Article  •  13-mag-2021

U.S. Office Workplace Survey: Reduced, Reconfigured, but Still Required 

Morgan Stanley Real Estate Investing
The largest investable commercial real estate segment in the U.S., the office sector has also been the most affected by the pandemic. Morgan Stanley Real Estate Investing conducted a survey of U.S. corporates to find out what will really be the lasting impact of COVID-19 on the sector. The findings are in the team’s latest piece.

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Market Pulse  •  11-mag-2021  •  10:51 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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Caron’s Corner  •  10-mag-2021  •  9:58 Min

There Is a Risk of Investor Complacency. Here’s How Bonds Can Help 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  10-mag-2021

Il problema sta nel prezzo (P), non negli utili (E) 

Andrew Harmstone, Manfred Hui, Laura Biancato
Le azioni statunitensi sono care, ma le valutazioni non appaiono tanto elevate da poter parlare di bolla se si considerano la forte crescita degli utili e gli attuali bassi tassi d’interesse. Alla luce dell’ampio sostegno sul fronte fiscale e della liquidità, i rischi di ribasso nel breve termine sono a nostro avviso limitati.

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market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  5-mag-2021  •  4:54 Min

Five Reasons To Be Bullish on the American Consumer 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines her five reasons to have confidence in the American consumer.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  3-mag-2021  •  8:30 Min

Strong Data Brings Inflation Risks – Should We Be Worried? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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real-assets Real Assets page
Media Appearance  •  3-mag-2021

Back to the Future With the Energy Transition 

Chris Ortega
The outlook for renewable energy infrastructure in the U.S. has never looked more promising. Morgan Stanley Infrastructure Partners’ Chris Ortega discusses the importance of investing to support the whole value chain of technologies that will facilitate the transition away from carbon-intensive energy systems.

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Global Multi-Asset Viewpoint  •  30-apr-2021

Could Value be Starting a Structural Bull Market? 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Could Value be Starting a Structural Bull Market?"

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  30-apr-2021

Engagement - Primavera 2021 

Vladimir Demine
L’ultimo numero di Engagement, l’aggiornamento semestrale del team International Equity sulle attività di coinvolgimento nelle tematiche ESG.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  29-apr-2021

La qualità è (relativamente) a sconto? 

Bruno Paulson
Vi sono diversi motivi per ritenere che la recente “bolla growth” abbia raggiunto i massimi e che il “rally value” stia volgendo al termine. Per noi questo equivale a un’ottima opportunità di investire in società compounder di qualità. Lo spiega Bruno Paulson.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  29-apr-2021

A Strong Recovery in the Economy is Still Falling Short of Fed Objectives 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Market Pulse  •  28-apr-2021  •  9:54 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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Caron’s Corner  •  26-apr-2021  •  7:56 Min

The Policy Clash Point? Worries of an Easy Fed Transitioning to Future Tightening may be Premature 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  23-apr-2021

Più le cose cambiano, più rimangono uguali 

Global Fixed Income Team
Le campagne vaccinali sembrano procedere meglio del previsto, ma considerati i prezzi e le aspettative dei mercati, le implicazioni per la strategia restano sostanzialmente invariate. L’analisi del Team Global Fixed Income.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
ENGAGEMENT REPORT  •  20-apr-2021

ESG Progress and Outlook - 2021 Report 

Global Emerging Markets Team
The team shares their progress on ESG engagement in 2020, how they actively promoted better corporate behaviour, and their 2021 engagement priorities.

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active-fundamental-equity Active Fundamental Equity video
Video di approfondimento  •  20-apr-2021

Rivedi il webinar del 20 aprile "Un caffè con Vishal Gupta e Steve Sun" 

Steve Sun, Vishal Gupta
In questo webinar Vishal e Steve hanno analizzato i futuri motori di crescita per i mercati emergenti e commentato i principali temi di investimento sui quali si sono concentrati.

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Caron’s Corner  •  19-apr-2021  •  9:16 Min

Twin Peaks: After Growth and Fiscal Spending Plateau, What Comes Next? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  15-apr-2021

I mercati sviluppati guidano la ripresa 

Andrew Harmstone
I mercati sviluppati e gli Stati Uniti in particolare stanno guidando la ripresa globale grazie alla rapidità nelle campagne vaccinali e al supporto delle politiche. Il braccio di ferro tra le emissioni record di azioni e i flussi verso l’azionario evidenzia tuttavia che non mancano i motivi per mantenere un atteggiamento cauto.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  14-apr-2021

Market-Expected Return on Investment 

Michael Mauboussin, Dan Callahan
This report describes market-expected return on investment (MEROI), which measures the return at which the present value of a company’s profits equals the present value of its investments. This allows executives and investors to see how high the bar is set. Measuring returns has become harder as investments have shifted from being mostly tangible to intangible. We gain a clearer view of returns and expectations by separating expenses and investments properly. We break new ground by connecting valuation and accounting.

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fixed-income Fixed Income page
Insight Article  •  12-apr-2021

What a difference a year makes: High yield opportunities in 2021 

Richard Lindquist, Jack Cimarosa
Amid improving economic data, declining defaults, and the relatively low level of nominal and real yields the Global High Yield Team explains why they believe high yield bonds remain one of the most appealing investment options available across Fixed Income.

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Caron’s Corner  •  12-apr-2021  •  10:53 Min

Inflation Rising Sharply but Is it Anchored or De-anchored? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  7-apr-2021

Brazil: Populism versus Commodities  

Ruchir Sharma
Will doubts about economic reform prevent Brazil from capitalizing on the nascent revival of commodity prices in emerging markets? Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  31-mar-2021

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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global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  31-mar-2021

Will the Bond Bear Kill the Equity Bull? 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Will the Bond Bear Kill the Equity Bull?"

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active-fundamental-equity Active Fundamental Equity page
Articolo di approfondimento  •  31-mar-2021

La ricerca del reddito Reddito, nel modo giusto 

Richard Perrott, Bruno Paulson
Quali sono le fonti affidabili di reddito per gli investitori nel contesto attuale di mercato? L’analisi del team International Equity.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-mar-2021

Perché i grandi marchi prosperano nell’era digitale 

Nic Sochovsky
L'internet non ha forse creato le stesse condizioni per i grandi e i piccoli marchi? Nic Sochovsky, team International Equity, valuta i motivi per cui i grandi marchi continuano a prosperare nell'era digitale.

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Market Pulse  •  30-mar-2021  •  8:42 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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Caron’s Corner  •  29-mar-2021  •  6:21 Min

After the U.S. in Q1, Where Is the Next Big Growth Surprise? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  25-mar-2021

Why Emerging Markets Leaders Now? 

Vishal Gupta
Investors seeking a risk-managed approach to emerging markets growth should consider Emerging Markets Leaders their guide, says Portfolio Manager, Vishal Gupta.

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fixed-income Fixed Income video
Video di approfondimento  •  24-mar-2021  •  52:56 Min

Rivedi il webinar del 24 marzo "WEB-InvestmentFocus2021" sul mercato obbligazionario europeo 

Anton Heese, Richard Class
Rivedi il webinar con Richard Class e Anton Heese. Abbiamo parlato di outlook e dato un aggiornamento sui prodotti europei gestiti dal nostro Global Fixed Income team.

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Caron’s Corner  •  22-mar-2021

Have We Reached ‘‘Peak Surprise” for 2021? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Sustainable Investing  •  21-mar-2021

ESG Investing: Living in a Material World 

Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results? As Leslie Delany of the Applied Equity Advisors team explains, the answer is a resounding yes. The key is materiality.

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Sustainable Investing  •  19-mar-2021

How to Select Sustainable Compounders 

Vladimir Demine
Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.

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Insight Article  •  19-mar-2021

In the Search for Yield, Alternative Lending Delivers 

Kenneth Michlitsch
Consumer borrowers demonstrated fundamental resilience in 2020, which validated fintech-driven alternative lending’s long-term value proposition in our view.

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PATH  •  18-mar-2021

Markets jitter, but economy on track 

Andrew Harmstone
The prospect of inflation, rising interest rates and investor exuberance are making markets jittery. Yet economic recovery appears to be on track. Andrew Harmstone and his team discuss what this means for their portfolios.

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Takeaways & Key Expectations  •  17-mar-2021

Equity Market Commentary - March 2021 

Andrew Slimmon
In his March TAKE, Andrew Slimmon addresses three timely questions that currently puzzle investors about opportunities in the equity market and potential ways to put additional funds to work.

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Market Pulse  •  16-mar-2021  •  10:22 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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Global Fixed Income Bulletin  •  15-mar-2021

Un tantrum o il ritorno del fair value 

Global Fixed Income Team
Tutto dipende dall'economia. Secondo il Team Global Fixed Income, l'outlook del mercato obbligazionario riguarda più che mai l'andamento dell'economia e l'atteggiamento dei responsabili delle politiche nei suoi confronti.

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PATH  •  15-mar-2021

Marzo 2021 - I mercati si agitano, ma l'economia è in ripresa 

Andrew Harmstone, Manfred Hui, Laura Biancato
Le prospettive sull’inflazione, l’aumento dei tassi di interesse e l’esuberanza degli investitori stanno agitando i mercati, ma la ripresa dell’economia resta sulla buona strada. Andrew Harmstone e il suo team discutono le implicazioni per i loro portafogli.

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Caron’s Corner  •  15-mar-2021  •  7:05 Min

The Fed: Waiting For (the) Go-Dot 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  12-mar-2021

"Undiscovered" Secondary Markets 

Jarrod Quigley
Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.

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PATH  •  9-mar-2021

Socialmente divisi 

Andrew Harmstone
I sacrifici dei lavoratori durante la pandemia di COVID-19 hanno riportato sotto i riflettori tematiche sociali di lunga data che interessano tutti i settori dell'economia. Il team Global Balanced Risk Control esamina le implicazioni sugli investimenti.

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Tales From the Emerging World  •  9-mar-2021

Why the Housing Boom Has Legs 

Ruchir Sharma
The pandemic has been full of surprises for global markets, none more unexpected than the housing boom. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explores.

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Market Pulse  •  8-mar-2021  •  7:24 Min

Bond Yields Are Actually Low, Not High 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Media Appearance  •  7-mar-2021

Crain's Notable Women on Wall Street 

Morgan Stanley Real Estate Investing
Cindy Dishmey, head of Data Strategy for Investment Management’s Global Real Assets group, named in Crain’s 2021 Notable Women on Wall Street list.

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Market Pulse  •  2-mar-2021  •  16:47 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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Media Appearance  •  1-mar-2021

The Future Is Digital 

Yacine Saidji, John Watson
Digital infrastructure has earned its stripes as an essential service during the pandemic. That will have significant implications for the future of the asset class, say Morgan Stanley Infrastructure Partners’ Yacine Saidji and John Watson

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Caron’s Corner  •  1-mar-2021  •  8:53 Min

There’s a Thin Line Between Easy and Tight Policy 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Sustainable Investing  •  25-feb-2021

Il Material Risk Indicator: Un modello proprietario di valutazione dei rischi e delle opportunità ESG. 

Vladimir Demine, Nathan Wong
Come valutare i rischi e le opportunità ESG delle imprese in modo coerente e comparabile? Il team International Equity spiega il funzionamento del Material Risk Indicator.

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Video di approfondimento  •  25-feb-2021

Rivedi il webinar del 25 febbraio "Un caffè con William Lock” 

William Lock
William Lock, responsabile dell’International Equity Team ha condiviso con noi le sue aspettative per il 2021, con un occhio di riguardo alle aziende e settori che fanno parte del suo universo di investimento.  

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Takeaways & Key Expectations  •  24-feb-2021

Equity Market Commentary - February 2021 

Andrew Slimmon
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.

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Global Equity Observer  •  24-feb-2021

Insta-engagement 

Bruno Paulson, Laura Bottega
Dopo avere interagito con i management delle società e i loro consigli di amministrazione per oltre vent'anni, Bruno Paulson spiega perché il team International Equity preferisce un engagement di lungo termine all’approccio meramente formale così in voga di recente.

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Sustainable Investing  •  24-feb-2021

Assess, Engage, Perform: The Value of ESG Integration within High Yield 

Sarah Harrison, Navindu Katugampola, Barbara Calvi
Integrating ESG considerations into the high yield market presents both challenges and opportunities for investors. The Global Fixed Income team provides tangible examples of how their ever-evolving ESG framework has helped contribute to both alpha generation and risk mitigation in the last year.

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Caron’s Corner  •  22-feb-2021  •  10:22 Min

Clearing Initial Hurdles on the Track to Recovery 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Multi-Asset Viewpoint  •  20-feb-2021

What’s in Store for Real Rates in the U.S.? 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What’s in Store for Real Rates in the U.S.?"

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Caron’s Corner  •  16-feb-2021  •  8:04 Min

Rising Yields v Sustainable Growth: What Tips the Scales? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Convergence  •  16-feb-2021

Culture Quant Framework 

Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.

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Global Fixed Income Bulletin  •  15-feb-2021

Alea iacta est ("Il dado è tratto") 

Global Fixed Income Team
Vogliamo investire in aree in grado di resistere a ulteriore volatilità sul fronte macro ed epidemico e al rialzo dei tassi, ma che al contempo offrano rendimenti e spread sufficienti a generare performance interessanti nel 2021.

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Engagement Report  •  12-feb-2021

Fattori ESG e relazione sugli investimenti sostenibili 

Kristian Heugh, Marc Fox, Emily Tsui
Il team Global Opportunity condivide la propria relazione annuale riguardo alle attività di coinvolgimento dei fattori ESG.

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Insight audio  •  12-feb-2021  •  6:31 Min

Emerging Market Allocation: How Much to Own? 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, reviews three key approaches to answer the most popular question her team gets asked – "How much should we invest in EM?"

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Insight audio  •  12-feb-2021  •  5:43 Min

Why We Believe Emerging Markets Are Poised for a Comeback 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines four trends she believes will lead to an EM comeback in the next five to ten years.

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Insight Article  •  10-feb-2021

The Rise of Hedge Fund Co-Investments 

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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Tales From the Emerging World  •  9-feb-2021

Why Crypto Is Coming Out of the Shadows 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.

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Articolo di approfondimento  •  9-feb-2021

Diamo una possibilità all'EAFE  

Bruno Paulson
Bruno Paulson spiega per quali ragioni l'area EAFE potrebbe generare guadagni superiori agli USA nel 2021 e in futuro.

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Insight Article  •  8-feb-2021

Emerging Market Allocations: How Much to Own? 

Global Emerging Markets Team
The Global Emerging Markets Team argues that most investors own far less in EM than logical allocation models recommend, and are poised to miss an EM comeback.

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Market Pulse  •  8-feb-2021

Market Pulse: Malgrado una certa volatilità, restiamo fedeli alla nostra tesi sulla reflazione 

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

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  4-feb-2021

Preferenza per le emissioni ridotte negli investimenti multi-asset globali 

Andrew Harmstone, Li Zhang, Christian Goldsmith
Non sono molti i fondi multi-asset che investono tenendo a mente l'obiettivo dell'Accordo di Parigi di limitare il riscaldamento globale a 1,5 °C: il Global Balanced Sustainable Fund lo fa.

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