The frequent appearance of ESG in everyday conversation is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.
In einer zutiefst unsicheren Welt ist ein Portfolio von Kapitalvermehrern mit konsistenter Erfolgsgeschichte sinnvoll. Ein Kommentar von Bruno Paulson.
It’s not demand, it’s supply: Eighteen months ago, demand for goods and services collapsed as the COVID-19 pandemic swept over the globe. Many countries suffered their largest gross domestic product contractions ever recorded.
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
How is ESG impacting corporates and investment managers as regulations tighten and expectations deepen?
This Q&A comprises edited highlights of the above-named session with panelists Navindu Katugampola, Global Head of Sustainability for Morgan Stanley Investment Management (MSIM) and the Global Head of Sustainable Investing for MSIM Fixed Income and Liquidity teams, and John Streur, President & CEO of Calvert Research and Management.
Much of the discussion in financial markets in recent months has been about peaks: peaks in economic growth rates, Covid infection rates and (more recently) inflation rates.