August can be a tough month for investors, if negative macro shocks coincide with the summer lull in liquidity, leading to amplified price actions and canceled holidays.
Expectations and the Role of Intangible Investments. Authors: Michael J. Mauboussin and Dan Callahan, CFA.
European and US investors returned from their traditional summer holiday period to a market pullback, with the VIX spiking to highs of 38 after hovering throughout August around the low 20s.
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
July was another good month for financial markets. The strong performance of credit, emerging markets and equities was somewhat surprisingly joined by government bonds. And, lo and behold, the U.S. dollar finally depreciated, something market consensus had been expecting for some time.
Welcome to the Edge. Morgan Stanley Investment Management’s Counterpoint Global shares their proprietary views on a big idea that has the potential to trigger far-reaching consequences—ideas such as blockchain, autonomous vehicles, machine learning and gene editing.
Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms.
We discuss how we are finding bottom-up stock ideas in China driven by consumption growth and highlight four specific areas where we see vast opportunity: consumer, internet, healthcare and education.
Die Zahlungsverkehrsbranche entwickelt sich zu einem der attraktivsten Teile der Fintech-Welt. Unser International Equity Team erklärt.
Asset markets performed well in June. Equities rallied, spreads tightened; and the USD weakened. However, for the first time in months, news on the virus front was not all positive.