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Morgan Stanley IM: It’s Better to Travel Than Arrive

Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Morgan Stanley IM: Fixed Income Update with Kevin Lynyak

Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

Morgan Stanley IM: The Economics of Customer Businesses

Calculating Customer-Based Corporate Valuation - This report focuses on the customer as the basic unit of analysis in understanding value.

Morgan Stanley IM: Welcome to the Brave New World!

April delivered surprising fixed income results. After rising significantly in March, U.S. Treasuries and most other developed market government bond yields fell measurably.

Morgan Stanley IM: The Problem is the P not the E

US and European equities continued their upward momentum. The S&P 500 led the charge in developed markets as expected, reaching new all-time highs, returning 5.3% over the month (USD) and the Euro Stoxx 50 returning 1.9% (EUR).

Morgan Stanley IM: There Is a Risk of Investor Complacency. Here’s How Bonds Can Help

Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Morgan Stanley IM: Strong Data Brings Inflation Risks – Should We Be Worried?

Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.