Market Pulse

Un’analisi puntuale del mercato: evoluzione degli eventi e
del loro impatto sul contesto d’investimento

Market Pulse

Un’analisi puntuale del mercato: evoluzione degli eventi e
del loro impatto sul contesto d’investimento

Solo italiano

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.

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.

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.

INSIGHT VIDEO • 17-mag-2021
Emerging Leaders for the Next Decade Vishal Gupta Interview with Vishal Gupta, portfolio manager for the Emerging Leaders strategy.

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.

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.

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.

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.

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
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 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 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 • 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
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 • 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 • 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
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 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 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 • 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.

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