Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Stock market concentration has risen sharply over the past decade, creating a tough environment for active managers. In this report, we look at concentration over the past 75 years to see where we stand.
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe.
In a market obsessed with chasing the next big thing, we make sure that companies’ valuations look justified by the underlying fundamentals, building a portfolio of those rare companies with the ability to compound at a high and sustainable return over the long term.
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.
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.
