Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
Floating-Rate Loan Group: Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
Emerging Markets Debt Team: In-depth review of fundamentals and valuations across emerging markets debt.
Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
Over the past 40 years, since 1980, interest rates have declined, meaning bond prices have generally increased.
That is the question we believe all management teams and boards must consider as part of their corporate strategy and capital allocation plans.
Expectations for the month of May were set low for the U.S. economy, but even with all the volatility during the month, the U.S. economy appeared to come out stronger.
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Five Forces of Secular Inflation"