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market-pulse page
Market Pulse  •  13-lug-2021

Beyond Diversification: The Case for Active Multi-Asset Funds 

Andrew Harmstone, Manfred Hui
There are two keys to managing a multi-asset portfolio successfully: One, a manager must be truly active, and two, they must manage to a volatility target, not a benchmark. The Global Balanced Risk Control team discusses.

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market-pulse page
Market Pulse  •  30-giu-2021

The Policy Puzzle: Procyclical or Countercyclical 

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.

Fixed-Income-Team-Tile
 
market-pulse audio
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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market-pulse 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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market-pulse audio
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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market-pulse 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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market-pulse 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.

Fixed-Income-Team-Tile
 
market-pulse audio
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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market-pulse audio
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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market-pulse audio
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.

3398242_lynyak_Insight-Tile-1x1
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global-fixed-income-bulletin market-pulse page
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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market-pulse audio
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.

3398242_lynyak_Insight-Tile-1x1
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market-pulse page
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

fixed-income-managed-solutions-team-tile
 
market-alert market-pulse audio
Market Alert  •  1-feb-2021  •  5:01 Min

Market Alert with Andrew Slimmon: Volatile Markets Can Create Opportunities. Have a Plan. 

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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market-pulse page
Market Pulse  •  1-feb-2021

Market Pulse: Nonostante la volatilità, manteniamo la nostra tesi sulla reflazione 

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

fixed-income-managed-solutions-team-tile
 
market-pulse page
Market Pulse  •  25-gen-2021

Market Pulse: Il mercato si aspetta un boom nel secondo trimestre; il virus potrebbe pensarla diversamente 

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

fixed-income-managed-solutions-team-tile
 
market-pulse page
Market Pulse  •  19-gen-2021

Market Pulse: riflettori puntati sul pacchetto di stimoli di Biden 

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

fixed-income-managed-solutions-team-tile
 
market-pulse page
Market Pulse  •  11-gen-2021

Fino a che livello possono arrivare i rendimenti prima che la situazione precipiti? 

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

fixed-income-managed-solutions-team-tile
 
market-pulse audio
Market Pulse  •  11-gen-2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

3398242_lynyak_Insight-Tile-1x1
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market-alert market-pulse audio
Market Alert  •  21-dic-2020  •  5:01 Min

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

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

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market-pulse audio
Market Pulse  •  16-dic-2020  •  9:42 Min

The Case for Commodities This Decade 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.

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market-pulse page
Market Pulse  •  14-dic-2020

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

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

fixed-income-managed-solutions-team-tile
 
market-pulse audio
Market Pulse  •  7-dic-2020  •  6:59 Min

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

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

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market-pulse page
Market Pulse  •  7-dic-2020

L’aumento della disoccupazione USA lascerà un segno permanente? 

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

fixed-income-managed-solutions-team-tile
 
market-pulse page
Market Pulse  •  2-dic-2020

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

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

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  30-nov-2020

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

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

fixed-income-managed-solutions-team-tile
 
market-pulse audio
Market Pulse  •  30-nov-2020  •  7:42 Min

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

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

fixed-income-managed-solutions-team-tile
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market-pulse audio
Market Pulse  •  16-nov-2020  •  6:24 Min

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

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

fixed-income-managed-solutions-team-tile
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market-pulse page
Market Pulse  •  16-nov-2020

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

Jim Caron
Jim Caron, Portfolio Manager e Head of Global Macro Strategies, fornisce un’analisi sui fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascoltalo adesso.

Fixed-Income-Team-Tile
 
market-alert market-pulse audio
Market Alert  •  11-nov-2020  •  5:26 Min

Market Alert with Andrew Slimmon: Opportunities Abound 

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

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market-pulse page
Market Pulse  •  9-nov-2020

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

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

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market-pulse video
MARKET PULSE  •  5-nov-2020  •  1:00:06 Min

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

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

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market-pulse page
Market Pulse  •  2-nov-2020

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

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

9920558-Insight-Tile-2x2
 
market-pulse audio
Market Pulse  •  30-ott-2020  •  09:39 Min

The Markets and Presidential Elections Through a Historical Lens 

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

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market-pulse page
INSIGHT AUDIO  •  30-ott-2020

Presidential Election Series With Jim Caron 

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

9920558-Insight-Tile-2x2
 
market-pulse page
Market Pulse  •  26-ott-2020

Serie sulle elezioni presidenziali: scontare il ritorno della domanda 

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

9920558-Insight-Tile-2x2
 
path market-pulse page
PATH  •  21-ott-2020

Luce all'orizzonte 

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

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market-pulse page
Market Pulse  •  19-ott-2020

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

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

9920558-Insight-Tile-2x2
 
market-pulse audio
Market Pulse  •  19-ott-2020

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

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

9920558-Insight-Tile-2x2
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market-alert market-pulse audio
Market Alert  •  7-ott-2020  •  4:52 Min

"The Economy, Stupid" 

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

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market-pulse page
Market Pulse  •  5-ott-2020

Le obbligazioni scontano le presidenziali USA 

Jim Caron
Jim Caron, Portfolio Manager e Head of Global Macro Strategies, fornisce un’analisi sui fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascoltalo adesso.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  28-set-2020

Alla scoperta di ottobre: il prezzo è giusto?  

Jim Caron
Jim Caron, Portfolio Manager e Head of Global Macro Strategies, fornisce un’analisi sui fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascoltalo adesso.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  21-set-2020

I dati sono contrastanti, ma il futuro ispira ottimismo 

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

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  14-set-2020

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

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

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  8-set-2020

Oggi domina l’avversione al rischio, ma s’intravede la luce in fondo al tunnel 

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

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  8-set-2020  •  6:01 Min

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

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

Fixed-Income-Team-Tile
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market-pulse page
Market Pulse  •  31-ago-2020

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

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

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  24-ago-2020

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

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

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

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

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

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path market-pulse page
PATH  •  21-ago-2020

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

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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market-pulse page
Market Pulse  •  21-ago-2020

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

Jim Caron
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  3-ago-2020  •  5:17 Min

On the Contrary, the Dollar Is Still Strong, but Weakening Is on the Horizon 

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

Fixed-Income-Team-Tile
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market-alert market-pulse audio
Market Alert  •  30-lug-2020  •  4:30 Min

In Spite of Summer, the Market Tends to be Neither Hot nor Humid in August 

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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market-pulse page
Market Pulse  •  29-lug-2020

Market Pulse with Jim Caron: The Fed Keeps Rates Low While the Dollar Weakens 

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

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  27-lug-2020

Le forze procicliche indeboliscono il dollaro USA 

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

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  24-lug-2020

The EU Recovery Fund: Maybe not Hamilton, but hopefully a quiet summer on the beach 

Anton Heese
Read why we believe investors are correct in seeing that the EU Recovery Fund will succeed in reducing euro sovereign credit risk.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  13-lug-2020

L’economia globale sta lentamente emergendo dall’ombra  

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

Fixed-Income-Team-Tile
 
market-alert market-pulse audio
Market Alert  •  9-lug-2020  •  4:04 Min

The Reconnect, the NASDAQ Bubble and the Reemergence of Asian Tech 

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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market-pulse page
Market Pulse  •  6-lug-2020

Tutto fumo e niente arrosto? 

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

Fixed-Income-Team-Tile
 
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