Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, believes oil is an underappreciated, underinvested and undervalued commodity in 2024.
From understanding how to pick great companies to the secret of longevity in the investment business, William Lock shares 10 lessons learned from 30 years of investing in high-quality companies that are able to sustainably compound capital over the long term—providing clients with attractive long-term returns.
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Ten Key Themes for 2024.
Yields were broadly higher across the globe in February, as market participants recalibrated their expectations for rate cuts for the remainder of the year and into 2025. The Broad Markets Fixed Income Team explores the impact on markets.
In this paper, the Emerging Markets Debt team at Morgan Stanley Investment Management explores the key drivers of sovereign bond ratings, spread performance and frequency of defaults.
For more than a decade, global market volatility was generally constrained, largely attributed to the quantitative easing and low-to-negative interest rate policies of most central banks around the world.
In his March TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts on recent market strength.
Morgan Stanley Investment Management’s Head of Emerging Markets Equity Amy Oldenburg was interviewed by Barron’s for their January cover story on investing in Saudi Arabia.
