Use The BEAT™ as your timely resource for the markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Welcome to another edition of Caron’s Corner powered by The BEAT, our asset allocation framework across Bonds, Equities, Alternatives, Taxes and short-term Transitional (cash) investing.
While credit spreads are tight, we believe there are still good values across public fixed income. We discuss our position on duration given the rise in energy prices and worries about inflation. With geopolitical risks on investors minds, we view Emerging Market debt as a good source of carry, with a low correlation to the drivers of U.S. markets.
In this most recent TAKE, Morgan Stanley IM Senior Portfolio Manager Andrew Stimmon reminds investors to think beyond the macro. Instead he encourages a focus on the micro.
Overview of the current landscape across equity markets.
In this video, we highlight five important themes, amongst others, that we see across the global investment landscape.
A leader in floating-rate loan investment management, MSIM presents Floating-Rate Loan Market Monitor, an in-depth review of the loan market through clear and impactful charts.
