In this piece, fixed income managers investing across the duration spectrum outline strategies for seeking higher current income and capital appreciation during this unusual yield curve inversion.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Morgan Stanley's Top Real Estate Investing 'Megatrends'
In this updated report, read how Emerging Markets are driven by more than just China. Emerging Market Equities look attractive with higher growth, reduced debt, and lower inflation. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group and Head of Macro & Thematic Research, Emerging Markets explains.
The shift in expectations for rate cuts was felt across the world as yields rose in both the developed and emerging markets. The Broad Markets Fixed Income Team explores the impact on investors.
Meilensteine und Jubiläen bieten Gelegenheit zum Innehalten. Meine tiefgreifende Überzeugung, die von einigen der besten Anleger der Welt geprägt wurde, ist dass die Verwaltung aktiver Aktien mit einem Schwerpunkt auf Qualität entscheidend ist, um auf lange Sicht zur Kapitalvermehrung der Kunden beizutragen.
In this paper, the Portfolio Solutions Group explains how they counter adverse impact to returns in this new regime through a new management approach with the goal of achieving stable target returns.
Nutzen Sie The BEAT als Enblick in die monatlichen Entwicklungen an den Märkten. Jede Ausgabe bietet Ihnen Ideen und Einblicke, die Ihnen zeigen, wie Sie das aktuelle Anlageumfeld meistern können.
In recent years, investor sentiment toward China has undergone a remarkable transformation, from maximum exposure to a significant scaling back of investments.