Solo italiano
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.

3398242_lynyak_Insight-Tile-1x1
Insight thumbnail audio icon
 
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
Insight thumbnail audio icon
 
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.

9996322_GFI-Bulletin_Insight-Tile-1x1
 
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
Insight thumbnail audio icon
 
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.

Audio-Page-Tile
Insight thumbnail audio icon
 
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 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
Insight thumbnail audio icon
 
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-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.

Audio-Page-Tile
Insight thumbnail audio icon
 
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.

Insight-activeinternationalallocationportfoliomarketcommentary-Tile-1x1
Insight thumbnail audio icon
 
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.

fixed-income-managed-solutions-team-tile
Insight thumbnail audio icon
 
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 audio
Market Pulse  •  3-dic-2020  •  03:09 Min

Lead With Leaders 

Vishal Gupta
Vishal Gupta is optimistic on structural themes of B2B technology spend, Fintech, e-commerce and Healthcare among others to drive growth in emerging markets in the years ahead. Listen now.

GEM-Media-Tile-1x1
Insight thumbnail audio icon
 
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 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
Insight thumbnail audio icon
 
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  •  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
Insight thumbnail audio icon
 
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.

Audio-Page-Tile
Insight thumbnail audio icon
 
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.

9920558-Insight-Tile-2x2
 
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.

9920558-Insight-Tile-2x2
Insight thumbnail video icon
 
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.

992645-Media-Tile-1x1 JK Audio
Insight thumbnail audio icon
 
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.

GBaR-Media-Tile-1x1
 
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
Insight thumbnail audio icon
 
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-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.

Audio-Page-Tile
Insight thumbnail audio icon
 
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
Insight thumbnail audio icon
 
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.

Fixed-Income-Team-Tile
Insight thumbnail audio icon
 
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.

GBaR-Media-Tile-1x1
 
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
Insight thumbnail audio icon
 
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.

Audio-Page-Tile
Insight thumbnail audio icon
 
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  •  20-lug-2020

Un dollaro più debole può essere d’aiuto all’economia mondiale 

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  •  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.

Audio-Page-Tile
Insight thumbnail audio icon
 
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
 
market-pulse audio
Market Pulse  •  29-giu-2020  •  7:00 Min

Politica o pandemia: cosa determinerà i prezzi dei titoli? 

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
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  22-giu-2020

3Q 2020: Migliore? Sì. Ma buono abbastanza?  

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  •  15-giu-2020  •  8:12 Min

Credit Check with Richard Ford  

Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Fixed-Income-Team-Tile
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  15-giu-2020

Una nuova normalità? Niente affatto, il mercato sta solo stabilendo un nuovo range 

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  •  11-giu-2020  •  3:59 Min

The Disconnect Between the Stock Market and the Economy 

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.

Audio-Page-Tile
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  8-giu-2020

Il rally di riapertura e le linee guida della Fed per il futuro 

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  •  1-giu-2020

Seguire il denaro per generare performance 

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  •  28-mag-2020  •  3:05 Min

In a High Yield Minute  

Sarah Harrison
Corporate liquidity profiles have been severely challenged during the lockdown. Sarah Harrison, Head of European High Yield, believes the policy response in Europe so far has helped stem default rates, and further action has the potential to restore investor confidence in the European High Yield asset class. Listen now.

Fixed-Income-Team-Tile
Insight thumbnail audio icon
 
market-pulse audio
Market Pulse  •  26-mag-2020

L’ampiezza del mercato è promettente 

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

Fixed-Income-Team-Tile
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  18-mag-2020

Un’occhiata al mercato del credito con Richard Ford 

Richard Ford
I mercati del credito stanno attraversato una fase di grande pressione. Quali considerazioni dovrebbero fare gli investitori? Ecco il parere di Richard Ford, Global Head of Credit. Ascolta ora.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  18-mag-2020

Mai dire mai: i pro e i contro dei tassi d'interesse negativi  

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 video
Market Pulse  •  15-mag-2020

Guarda la registrazione dell’evento live “WEB-InvestmentFocus2020 sul mercato obbligazionario” del 15 maggio 

Anton Heese, Richard Class
Richard Class, Anton Heese e Niccolò Rabitti hanno commentato l’outlook del mercato obbligazionario in risposta alla volatilità delle ultime settimane.

9837500_Web-Invt-Focus-128x128
Insight thumbnail video icon
 
market-alert market-pulse audio
Market Alert  •  14-mag-2020  •  3:42 Min

The Stock Market Looks Forward, So What Does It See Now? 

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.

Audio-Page-Tile
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  13-mag-2020

Where Are Bond Yields Going? It depends on what part of the curve you are asking about.  

Jim Caron
The goal of the Fed’s policy response function is to prevent the liquidity crisis brought on by Covid-19 from becoming a solvency crisis. Jim Caron reviews the impact on bond yields.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  11-mag-2020

Rapporto sull’occupazione: il peggio è passato? 

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  •  7-mag-2020  •  4:31 Min

Bank of England Update and U.K. Outlook 

Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.

Fixed-Income-Team-Tile
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  5-mag-2020

The Market vs The Economy 

Jim Caron
the Market Outlook is contingent on a combination of knowns and unknowns, in varying degrees: 

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  4-mag-2020  •  8:51 Min

Credit Check with Richard Ford  

Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Fixed-Income-Team-Tile
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  4-mag-2020

Market Pulse con Jim Caron  

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

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  30-apr-2020  •  3:12 Min

European Central Bank Update: Flexibility and Fragmentation  

Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the European Central Bank’s April 30 announcement. Listen now.

Fixed-Income-Team-Tile
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  29-apr-2020

The Fed: Playing a Strong Hand but Unwilling to Show Their Cards 

Jim Caron
On April 29 the Fed indicated the need to keep credit flowing, for both for businesses and individuals. To date most of the Fed’s actions are supporting credit in the business sector, to the point where we do not believe the Fed has done enough with respect to consumer credit, particularly in light of their statements about keeping credit flowing to the “real economy.” Jim Caron looks at a Fed that is playing a strong hand, but unwilling to show all its cards.

Fixed-Income-Team-Tile
 
market-alert market-pulse audio
Market Alert  •  27-apr-2020  •  3:51 Min

Market Alert with Andrew Slimmon: Stocks…Yes! Market…No! 

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.

Audio-Page-Tile
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  27-apr-2020

Market pulse con Jim Caron: Una settimana importante per le banche centrali globali 

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  •  23-apr-2020  •  04:24 Min

EM Leaders: Looking to Future Growth 

Vishal Gupta
Vishal Gupta, Portfolio Manager on the Global Emerging Markets team, discusses the impact of COVID-19 on the Emerging Markets Leaders strategy. Listen now.

GEM-Media-Tile-1x1
Insight thumbnail audio icon
 
market-pulse audio
Market Pulse  •  23-apr-2020  •  2:56 Min

The Case for EM in the Post-Pandemic World 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research on the Global Emerging Markets team and portfolio manager for the Emerging Markets Breakout Nations and Active International Allocation strategies, provides timely insights on why we believe now is the time for emerging market equities. Listen now.

GEM-Media-Tile-1x1
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  20-apr-2020

Whatever it takes: programmi di prestiti alle imprese, petrolio & riapertura dell’America 

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  •  20-apr-2020

Recent Fed Actions: Implications for the High Yield Market  

Global Fixed Income Team
The Fed’s involvement in the high yield market is unprecedented, so there is no prior history to look back upon as a guide. The Global High Yield team explores how the action could impact investors.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  16-apr-2020

La Resilienza Offerta dalle Aziende di Alta Qualita 

Monica Carta, William Lock
Monica Carta, Portfolio Specialist del Global Brands Team, condivide il punto di vista del team sul potenziale impatto della pandemia attraverso la lente della loro strategia di investimento orientata alla qualità

9830605_MC-393x348
 
market-pulse page
Market Pulse  •  15-apr-2020

Allocating Fixed Income Assets Through the Great Unknown 

Christian Roth
We are facing a health crisis the likes of which we have not witnessed for close to a century. A seismic move to de-risk portfolios has created volatility and illiquidity not seen since 2008, and it is against this uncertain backdrop we invest today. Read more about the Global Fixed Income Team’s best thinking.

Fixed-Income-Team-Tile
 
market-pulse audio
Market Pulse  •  13-apr-2020  •  6:36 Min

Market Pulse with Jim Caron: The Alphabet Soup of Liquidity & Solvency 

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
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  13-apr-2020

Market Pulse con Jim Caron 

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  •  8-apr-2020  •  3:35 Min

Is the Bear Headed for Hibernation Soon? 

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.

Audio-Page-Tile
Insight thumbnail audio icon
 
market-pulse audio
Market Pulse  •  6-apr-2020  •  4:27 Min

Credit Beat with Joseph Mehlman 

Joseph Mehlman
Joseph Mehlman, Head of U.S. Credit, provides timely insights on the fast-changing world of U.S. credit markets. Listen now.

Fixed-Income-Team-Tile
Insight thumbnail audio icon
 
market-pulse page
Market Pulse  •  6-apr-2020

Un’occhiata al mercato del credito con Richard Ford 

Richard Ford
I mercati del credito stanno attraversato una fase di grande pressione. Quali considerazioni dovrebbero fare gli investitori? Ecco il parere di Richard Ford, Global Head of Credit. Ascolta ora.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  6-apr-2020

Market Pulse con Jim Caron: Un aspetto positivo: la volatilità sta calando  

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  •  2-apr-2020

Fixed Income Market Update 

Michael Kushma, Richard Ford, Richard Class
The Global Fixed Income team presented an update on the Fixed Income Market on 2 April 2020.

Fixed-Income-Team-Tile
 
market-pulse page
Market Pulse  •  2-apr-2020

Sviluppare un migliore meccanismo di trasmissione: estensione del credito all'economia reale 

Jim Caron
È fondamentale comprendere le funzioni di reazione alle misure progettate per supportare i mercati durante i periodi di crisi, perché in tal modo è possibile ricavare informazioni su quali attività avranno una performance positiva man mano che l’economia si allontana dall’attuale contesto di crisi..

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

Rating Agencies Action Summary 

Global Fixed Income Team
The COVID-19 crisis has disrupted supply chains of many companies and caused commodity prices to fall. How will rating agencies react to this disruption? The Global Credit research team explores.

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

The Resilience Afforded by High Quality Companies 

International Equity Team
The International Equity team shares their views on the potential impact of the pandemic through the lens of the team’s quality focused investment approach. Listen now.

IE-Team_Tile-Horizontal
 
path market-pulse page
Path  •  27-mar-2020

Coronavirus: riflettori ora puntati sugli Stati Uniti 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio alla luce del diffondersi dell’impatto del coronavirus.

GBaR-Tile
 
Warning Icon Siamo spiacenti, non sono disponibili versioni in italiano. Si prega di deselezionare la scelta solo italiano per visualizzare tutte le versioni.

Prima di procedere è necessario leggere attentamente tutti i Termini e le Condizioni che illustrano i vincoli legali e normativi che regolano la divulgazione delle informazioni relative ai prodotti di investimento Morgan Stanley Investment Management.

È possibile che i servizi illustrati in questo sito Web non siano disponibili in tutte le giurisdizioni o a qualsiasi persona. Per ulteriori informazioni, si rimanda alle condizioni d'uso.


Privacy e cookie    •    Istruzioni per l'uso

©  Morgan Stanley. Diritti riservati.