In this insightful roundtable originally published by Infrastructure Investors, Chris Ortega, Managing Director and Head of Americas, discusses how the Big Beautiful Bill Act is impacting every sector, from power to transportation, creating challenges but also opportunities.
We spoke last quarter about the sharp reversal in market direction and leadership following the market trough post the “Liberation Day” tariff announcements in early-April.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Advocates of tariffs insist that higher barriers will bring jobs home, yet U.S. manufacturing remains structurally uncompetitive.
This paper from COUNTERPOINT GLOBAL explores how founder-led and owner-operated companies translate aligned incentives into long-term business success.
Capital allocation is a vital part of creating value and one of management’s prime responsibilities, yet not all do it well.
Entdecken Sie, wie dieser Ansatz Ihnen dabei helfen kann, bedeutungsvollere Gespräche zu führen.
Over the past twelve months, the MSIM Fixed Income team continued to leverage our US$220 billion AUM platform to have meaningful dialogues with bond issuers on ESG topics that we believe are most relevant to their business and financing activities.
