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Fonds im fokus - videokonferenz

Morgan Stanley IM: Assets Are Rallying, but Is the Market Getting It Wrong?

Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

Morgan Stanley IM: Dazed and Confused

Bond markets were a bit more orderly in October than the mayhem experienced in September.

Morgan Stanley IM: Vietnam's Emerging Consumer Class

Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.

Morgan Stanley IM: Mining for a Greener Future

After two weeks of UN climate talks in Egypt, COP27 ended with little progress made on climate commitments and the ramping up of finance for emerging markets to transition away from fossil fuels.

Morgan Stanley IM: ROIC and Intangible Assets

A Look at How Adjustments for Intangibles Affect ROIC

Morgan Stanley IM: A Bear Market Rally or the Start of Something Bigger?

Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.

Morgan Stanley IM: Putting Income Back into Fixed Income

The bond market rout continued in September, which would have been even worse without a substantial rally over the last three days of the month.