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.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Relative to the volatility that fixed income investors became accustomed to in the last quarter of 2023, 2024 started on a quieter note.
We examine the counterintuitive behavior of U.S. public companies in the recent regime of “easy money” marked by below-average interest rates.
Compounding is a powerful force—but what tells us whether a company might be a high quality compounder? We focus on return on operating capital employed (ROOCE) and gross margins.
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.