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Morgan Stanley IM: You Are Not Doing ESG Investing

The frequent appearance of ESG in everyday conversation is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.

Emerging Markets

Morgan Stanley IM: The Beijing Put — Stemming The Downward Spiral

Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.

Morgan Stanley IM: Investieren in einer zutiefst unsicheren Welt

In einer zutiefst unsicheren Welt ist ein Portfolio von Kapitalvermehrern mit konsistenter Erfolgsgeschichte sinnvoll. Ein Kommentar von Bruno Paulson.

Morgan Stanley IM: Supply Chain Squeeze

It’s not demand, it’s supply: Eighteen months ago, demand for goods and services collapsed as the COVID-19 pandemic swept over the globe. Many countries suffered their largest gross domestic product contractions ever recorded.

Morgan Stanley IM: Can You Handle the Truth? What the Yield Curve Is Telling Us.

Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Morgan Stanley IM: Sustainable investing and how it impacts corporations and investment managers

How is ESG impacting corporates and investment managers as regulations tighten and expectations deepen?

Morgan Stanley IM: Market Disconnect? Bonds Yields Face-Off Against Inflation Risks

Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.