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Morgan Stanley IM: Bear Market Rally?

Evidence suggest that the recent strength in developed markets may just be a bear market rally with further downside potentially on the way. Here is how the GBaR team think about investment allocation to reflect the outlook.

Anlagestrategie

Morgan Stanley IM: Long Short Equity Strategies – "Hedging" Your Bets

Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.

Morgan Stanley IM: Are Conflicting Data Points Foreshadowing or Forestalling a Downturn?

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

Morgan Stanley IM: Market Alert with Andrew Slimmon

Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Morgan Stanley IM: CAPEX Reshapes Credit Profile: Sectors in Flux

Despite macro uncertainties, global capital spending continues to surge after a period of short-lived contraction in 2020, powering the post-pandemic economic recovery. The Investment Grade Credit team explains how this might impact market sectors.

Emerging Markets

Morgan Stanley IM: Emerging India in a Multipolar World

In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.

Morgan Stanley IM: Recession? Yes. Red Means Run, Numbers Add Up to Nothing

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