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.
In this paper, the Portfolio Solutions Group explains how they counter adverse impact to returns in this new regime through a new management approach with the goal of achieving stable target returns.
Nutzen Sie The BEAT als Enblick in die monatlichen Entwicklungen an den Märkten. Jede Ausgabe bietet Ihnen Ideen und Einblicke, die Ihnen zeigen, wie Sie das aktuelle Anlageumfeld meistern können.
In recent years, investor sentiment toward China has undergone a remarkable transformation, from maximum exposure to a significant scaling back of investments.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
A combination of ebullient and concentrated markets makes for a challenging investment environment, particularly in relative terms. The International Equity team’s response is to continue to think in absolute terms, be fussy on both quality and valuation, and look to compound over the long run.
As the 2024 proxy season kicks off, the Morgan Stanley Investment Management Global Stewardship Team highlights three key themes: Natural Capital and Biodiversity, Workers’ Rights, and Artificial Intelligence (AI) that we believe will be high on the agenda for investors.
Most investors “price” the stocks of companies by using valuation multiples instead of “valuing” them based on future cash flows and fundamentals.
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation.