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2022-outlooks page
2022 Outlook  •  23-feb-2022

Déjà vu in 2022 for the Securitized Market 

Gregory Finck, Erin K. Glenn
The Securitized Team believes three factors will drive securitized market performance in 2022.

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2022-outlooks page
2022 Outlook  •  8-feb-2022

2022 Global Multi-Asset Team Outlook: A Review of the Key Macroeconomic Issues and Investment Themes in 2022 

Cyril Moulle-Berteaux, Sergei Parmenov
Key Macro Issues: COVID-19 Becomes Endemic; Economy Transitions to Stagflation; Regime Shift to Higher Inflation; The End of Free Money and China Exceptionalism. Key Investment Themes: Speculative Mania Bursts; Value Bull Market Continues; The Rise of the Rest (of the World); Commodities Beat Stocks and Bonds.

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2022-outlooks page
2022 Outlook  •  20-gen-2022

Top Trends for Real Estate and REITs in 2022 and Beyond 

Laurel Durkay
The Global Listed Real Assets Team sees favorable macroeconomics and secular tailwinds favoring global real estate and REITs in 2022.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

Alla ricerca delle migliori opportunità 

Marte Borhaug
In un mondo in continua evoluzione, le società che cercano di conseguire risultati migliori e sostenibili devono guardarsi intorno alla ricerca di nuove informazioni per sopravvivere. L'analisi di Marte Borhaug del team International Equity.

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2022-outlooks video
2022 Outlook  •  18-gen-2022

Alla ricerca delle migliori opportunità - Video 

Marte Borhaug
In un mondo in continua evoluzione, le società che cercano di conseguire risultati migliori e sostenibili devono guardarsi intorno alla ricerca di nuove informazioni per sopravvivere. L'analisi di Marte Borhurg del team International Equity.

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2022-outlooks video
2022 Outlook  •  18-gen-2022  •  2:13 Min

Emerging Markets  

Marshall Stocker
According to Co-Director of Emerging Markets Marshall Stocker at Eaton Vance Management, markets have largely priced in the risks facing emerging markets debt, and valuations look much more compelling — allowing our diverse and global investment team to capitalize upon many unique and differentiated country opportunities.

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2022-outlooks video
2022 Outlook  •  18-gen-2022  •  1:53 Min

High Yield  

Jeff Mueller
Compared to other asset classes, high yield has proven resilient — even during bouts of volatility in recent years, says Co-Director of High Yield Jeff Mueller at Eaton Vance Management, and he anticipates further resilience in 2022 as long as the global economic recovery continues.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

Forging Opportunities in a Changing High Yield Market 

Jeff Mueller, Steve Concannon
As demand from U.S. and global institutional investors provides potential support following episodes of weakness, Co-Directors of High Yield at Eaton Vance Management, Jeff Mueller and Steve Concannon discuss potential buying opportunities available to long-term oriented investors. For more, please read their full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

Unearthing opportunities in an altered landscape 

John Baur, Marshall Stocker
For every country like Turkey, where heterodox policy is cause for concern, Co-Directors of Emerging Markets at Eaton Vance Management, Marshall Stocker and John Baur highlight the lesser known and overlooked EM success stories. For more, please read their full 2022 outlook.

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2022-outlooks calvert page
2022 Outlook  •  18-gen-2022

Il Carbon Risk e la gestione del capitale umano sono destinati a influire sui prezzi dei titoli nel 2022 

John Streur
Secondo John Streur, CEO di Calvert Research and Management, nel 2022 le azioni dei regolatori, delle società e degli investitori faranno aumentare l’importanza attribuita ai fattori ESG nelle decisioni d’investimento sui mercati finanziari globali. Per approfondire, rimandiamo alle prospettive complete per il 2022.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

L’aumento dei tassi è un fattore chiave nella traiettoria della ripresa 

Andrew Harmstone
Le dinamiche del mercato del lavoro e dell’inflazione stanno spianando la strada verso un irrigidimento delle politiche monetarie da parte della Fed. Il team Global Balanced Risk Control si esprime su rischi e opportunità e illustra i più recenti giudizi tattici.

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2022-outlooks video
2022 Outlook  •  18-gen-2022

L’aumento dei tassi è un fattore chiave per la traiettoria della ripresa - Video 

Andrew Harmstone
Le dinamiche del mercato del lavoro e dell’inflazione stanno spianando la strada verso un'inasprimento della politica monetaria da parte della Fed. Il team Global Balanced Risk Control discute i principali rischi e le opportunità, illustrando i più recenti giudizi tattici.

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2022-outlooks video
2022 Outlook  •  18-gen-2022  •  1:50 Min

Municipal Bonds and Taxes 

Nisha Patel
While it will be hard to surpass the performance of municipal bonds in 2021, Director of Portfolio Management at Parametric, Nisha Patel sees 2022 as another year when investors could benefit from professional management for relative value trading, tax loss harvesting and credit oversight.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

As Municipal Bonds Remain an Attractive Diversifier, Counteract Absolute Low Rates with Active Management 

Nisha Patel
Director of Portfolio Management Nisha Patel believes the fragmented nature of the municipal bond market and the heavy influence of retail investors may result in inefficiencies that may be exploited to achieve additional return through active management and relative value trading. For more, please read her full 2022 outlook.

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2022-outlooks video
2022 Outlook  •  18-gen-2022  •  1:52 Min

Floating-Rate-Loans 

Ralph Hinckley
Portfolio Manager Ralph Hinckley believes credit fundamentals are sound, and inflationary environments tend to signal higher interest rates, which tend to benefit loans. After a strong run in 2021, loan returns in 2022 are likely to come from current income, in his view.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

2022 Global Equity Outlook Favors Quality Stocks, Non-U.S. Markets 

Chris Dyer, Ian Kirwan
Eaton Vance Management's Director of Global Equity Chris Dyer expects potentially solid economic growth across developed economies in 2022, albeit at a slower pace than the recovery‐driven levels seen in 2021. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

Loans take center stage as inflation threat grows for 2022 

Ralph Hinckley, Andrew Sveen
In a year when concerns over  tightened monetary policy rising rates and inflation periodically wracked the markets, Co-Director of Bank Loans at Eaton Vance Management, explains why the asset class outperformed in 2021 and why he believes loans deserve consideration  for helping conserve  fixed‐income portfolios in rising rate environments. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

Flexibility Will Be Key for U.S. Multisector Income 

Vishal Khanduja, Eaton Vance Management
Director of Investment Grade Fixed Income Portfolio Management and Trading Vishal Khanduja expects inflation to moderate from the most recent spike in 2021 as global supply disruptions and durable goods demand may continue to ease. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

A Changing Rate Environment in 2022 Could Benefit Active MBS Investors 

Andrew Szczurowski, Eaton Vance Management
Director of Mortgage-Backed Securities Andrew Scczurowski believes that agency MBS investors could potentially outperform in a rising rate environment by moving up in coupon. For more, please read his full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

Stay Active to Capitalize on Municipal Bond Opportunities 

Cynthia Clemson, Craig Brandon
In the face of expected increases in tax rates and likely rate hikes from the U.S. Federal Reserve, Co-Directors of Municipal Investments at Eaton Vance Management, Cindy Clemson and Craig Brandon believe that municipal bonds should remain an important and diversified component of a suitable investor’s portfolio. For more, please read their full 2022 outlook.

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2022-outlooks page
2022 Outlook  •  18-gen-2022

Un mercato privo di consenso è ricco di opportunità 

Jim Caron
Secondo Jim Caron, Chief Strategist e gestore del team Global Fixed Income, il nuovo anno offrirà un enorme potenziale per gli investitori attivi e selettivi nella gestione dei portafogli obbligazionari.

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2022-outlooks video
2022 Outlook  •  18-gen-2022

Un mercato privo di consenso è ricco di opportunità - Video 

Jim Caron
Secondo Jim Caron, Chief Strategist e gestore del team Global Fixed Income, il nuovo anno offrirà un enorme potenziale per gli investitori attivi e selettivi nella gestione dei portafogli obbligazionari.

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2022-outlooks calvert video
2022 Outlook  •  18-gen-2022

Prospettive per il 2022​: L’investimento responsabile - Video 

John Streur
John Streur, CEO di Calvert Research and Management, condivide le sue prospettive per il 2022 in una fase di costruzione dell’impalcatura necessaria sui mercati dei capitali per valutare appieno le questioni ESG nell’analisi dei titoli.

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2022-outlooks page
2022 Outlook  •  17-gen-2022

Sfruttare le opportunità nei mercati emergenti in rapida evoluzione 

Jitania Kandhari
Le azioni dei mercati emergenti sono destinate a una ripresa dal 2022 in avanti. Jitania Kandhari, Deputy CIO di Solutions and Multi-Asset Group, Portfolio Manager for Active International Allocation, Head of Macro and Tematic Research del team Emerging Markets Equity, elenca i cinque motivi a supporto di questo recupero.

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2022-outlooks video
2022 Outlook  •  17-gen-2022

Sfruttare le opportunità nei mercati emergenti in rapida evoluzione - Video 

Jitania Kandhari
Le azioni dei mercati emergenti sono destinate a una ripresa dal 2022 in avanti. Jitania Kandhari, Deputy CIO di Solutions and Multi-Asset Group, Portfolio Manager for Active International Allocation, Head of Macro and Tematic Research del team Emerging Markets Equity, elenca i cinque motivi a supporto di questo recupero.

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2022-outlooks page
2022 Outlook  •  17-gen-2022

Mai ignorare la storia 

Andrew Slimmon
Andrew Slimmon ha analizzato la storia degli scenari di mercato che seguono una recessione, concludendo che malgrado una Fed meno accomodante i rendimenti dei mercati azionari dovrebbero attestarsi in territorio positivo anche nel 2022.

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2022-outlooks video
2022 Outlook  •  17-gen-2022

Mai ignorare la storia - Video 

Andrew Slimmon
Andrew Slimmon, Senior Portfolio Manager e responsabile del team Applied Equity Advisors condivide le sue riflessioni sul 2022.

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2022-outlooks page
2022 Outlook  •  14-gen-2022

2022 Global Real Estate Outlook Late-Cycle Investing Philosophy Comes Early 

Morgan Stanley Real Estate Investing
2021 swift economic recovery has propelled the global economy to the mid-phase of a typical economic cycle. With GDP growth expected to moderate, and monetary policy to tighten, Morgan Stanley Real Estate Investing examine what the new phase may mean for the asset class.

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2022-outlooks page
2022 Outlook  •  13-gen-2022

Hedge Funds in 2022: Changing With Changing Risk 

Mark van der Zwan
Our AIP Hedge Fund Solutions team examines the changing nature of risk that we can expect to see in 2022. Rising volatility and performance dispersion creates an opportunity for hedge fund managers in the new year.

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2022-outlooks page
2022 Outlook  •  12-gen-2022

Seizing Opportunity With Value Equity in 2022 

The Eaton Vance Value Equity Team makes the case for Value investing in 2022.

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2022-outlooks page
2022 Outlook  •  5-gen-2022

Corporate Performance to Support Credit Spreads  

Global Fixed Income Team
The Global Fixed Income Team shares it views on the credit market in the upcoming year.

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