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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.

Morgan Stanley IM: Navigating Evolving Opportunities in Sustainable Investing

This Q&A comprises edited highlights of the above-named session with panelists Navindu Katugampola, Global Head of Sustainability for Morgan Stanley Investment Management (MSIM) and the Global Head of Sustainable Investing for MSIM Fixed Income and Liquidity teams, and John Streur, President & CEO of Calvert Research and Management.

Morgan Stanley IM: A Bearish View on the U.S. Dollar and its Impact on the Market

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: Traversing Peaks

Much of the discussion in financial markets in recent months has been about peaks: peaks in economic growth rates, Covid infection rates and (more recently) inflation rates.