Market Pulse

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.

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.

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.

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.

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

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.

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

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

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

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.

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

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.

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.

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

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.

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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:

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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..

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.

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.

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.