Cyclical recovery continues: Global equities continued their move up for most of February and after a volatile final week, they closed the month positive at 2.4% (MSCI ACWI in USD terms1), despite markets’ nervousness over the prospect of inflation and rate rises.
Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
How to record ESG company risks and opportunities in a consistent and comparable way? The International Equity Team explains the Material Risk Indicator.
Der MSINVF Emerging Leaders Equity Fund investiert in wachstumsstarke Branchenführer in den Schwellenländern. Das Investment Team sieht derzeit Wachstumspotenzial insbesondere in Brasilien, Indonesien, Indien und China. Seit März 2020 hat der Fonds seinen Wert mehr als verdoppelt.
The high yield market provides both challenges and opportunities when it comes to integrating Environmental, Social and Governance (ESG) considerations into the investment process.
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification.
Reasons to believe it may be possible for EAFE to “out-earn” the U.S. in 2021 and beyond.
TiAM Fundresearch im Gespräch mit Vishal Gupta, Portfoliomanager des Morgan Stanley INVF Emerging Leaders Equity Fund.
The recently-launched Global Balanced Sustainable Fund was the main topic during an internal call with Christian Goldsmith, lead portfolio specialist of the Global Balanced Risk Control (GBaR) team. Here we share some excerpts from that discussion.
A closer look at the European High Yield sector reveals an improvement in quality over the long-term. Read why the Global Fixed Income team believes there is a compelling case to be made for investing in this sector in 2021.