The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
As higher interest rates make it harder to engineer growth through debt, we think the relative value of businesses that can grow organically should only go up.
What a difference a few weeks make. October was characterized by stern Fed messaging about inflation risks, a surprisingly strong U.S. labor market report and higher than expected inflation.
After lagging the developed economies for more than a decade, emerging markets are in a much stronger position to outperform developed countries in the decade ahead. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explains.
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
In our 2023 outlook, our macro strategists and investment managers across equity, fixed income and alternative asset classes share their diverse views on key themes.
Capital allocation is a key job of management, but not all know how to allocate effectively. In this report, we establish the foundation by reviewing the sources and uses of capital and then show how U.S. companies have allocated capital since 1985.
The MSIM Global Listed Real Assets Team explores why real estate values in the public markets have suffered year to date and why the value of REITs should be more stable and create significant opportunities in the coming year.
