July was another good month for financial markets. The strong performance of credit, emerging markets and equities was somewhat surprisingly joined by government bonds. And, lo and behold, the U.S. dollar finally depreciated, something market consensus had been expecting for some time.
Welcome to the Edge. Morgan Stanley Investment Management’s Counterpoint Global shares their proprietary views on a big idea that has the potential to trigger far-reaching consequences—ideas such as blockchain, autonomous vehicles, machine learning and gene editing.
Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms.
We discuss how we are finding bottom-up stock ideas in China driven by consumption growth and highlight four specific areas where we see vast opportunity: consumer, internet, healthcare and education.
Die Zahlungsverkehrsbranche entwickelt sich zu einem der attraktivsten Teile der Fintech-Welt. Unser International Equity Team erklärt.
Asset markets performed well in June. Equities rallied, spreads tightened; and the USD weakened. However, for the first time in months, news on the virus front was not all positive.
Despite unprecedented bad economic data and the uncertain course of the coronavirus, markets continued on an upward trajectory in May and rallied further.
Die Portfoliomanager vom International Equity Team beantworten Fragen zu Dividenden im aktuellen Umfeld und zum Global Brands Equity Income Fund von Morgan Stanley Investment Funds (MS INVF).
Das Interesse an nachhaltigen Anlagen ist in den letzten zehn Jahren explosionsartig angestiegen. ESG-Faktoren (Umwelt, Soziales und Governance) spielen für Verbraucher eine immer wichtigere Rolle. ESG-Anlagen sind zudem nicht länger ein Nischeninteresse, sondern überzeugen auch traditionelle Fondsmanager.
Unsere globalen Strategien setzen auf Widerstandsfähigkeit. Wir sind ein belastbares Team, das sehr effektiv auch von zu Hause aus arbeitet.