Fixed income put in another solid performance in August despitre unprecedentedvolatility in the first two weeks.
“It is unequivocal that human influence has warmed the atmosphere, ocean and land.” So said the scientists on the United Nations (UN) International Panel on Climate Change (IPCC) in their sixth assessment report released in August 2021.1 Using their strongest phrasing ever to stress that human actions are responsible, this report heightened the sense of urgency to act on climate change.
At first glance, the first half of 2024 felt like a continuation of the 2023 market environment:
A weaker than expected non-farm payroll print was the catalyst to a risk-off panic that began the month. Markets were quick to price in a hard landing scenario, and there was even chatter of intermeeting rate cuts from the Fed.
Co-head of emerging market debt Brad Godfrey shares the potential diversification, income and return advantages of a growing and powerful asset class.
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins Bloomberg Surveillance Radio
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness.
One of the benefits of conducting fundamental research with a well-resourced investment team is the capacity to search far and wide for investment candidates.
