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.
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.
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"
Adding resilience to your portfolio means letting the companies you hold work for you. Learn how the International Equity team seeks to identify companies with earnings resilience and why this matters for long-term investors.
ROICs, How They Change, and Shareholder Returns
Secondary markets for hedge funds and private credit can offer compelling returns and important risk mitigation benefits.
