It’s not demand, it’s supply: Eighteen months ago, demand for goods and services collapsed as the COVID-19 pandemic swept over the globe. Many countries suffered their largest gross domestic product contractions ever recorded.
Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
How is ESG impacting corporates and investment managers as regulations tighten and expectations deepen?
This Q&A comprises edited highlights of the above-named session with panelists Navindu Katugampola, Global Head of Sustainability for Morgan Stanley Investment Management (MSIM) and the Global Head of Sustainable Investing for MSIM Fixed Income and Liquidity teams, and John Streur, President & CEO of Calvert Research and Management.
Much of the discussion in financial markets in recent months has been about peaks: peaks in economic growth rates, Covid infection rates and (more recently) inflation rates.
The much-anticipated Jackson Hole Economic Symposium took place on 26 - 28 August, with pricing immediately prior to the event suggesting that markets were expecting a dovish statement from the Federal Reserve.
