The tectonic plates of inflation and recession collided in June with recession winning, at least for now. Economic data continued to underperform, surprising to the downside in general, with central banks continuing or even intensifying their hawkishness.
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
As part of its ongoing commitment to advance racial and economic equity, Morgan Stanley’s new Next Level Fund invests in early-stage technology companies with women and diverse members on the founding teams.
All Losses Are Not Created Equal
The intersection of Counterpoint Global’s focus on disruptive technologies and Sustainability Research has resulted in the insight that recent Blockchain technologies have an opportunity to play a role in decarbonizing the global economy.
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.
Real Estate Investment Trusts (REITs) are liquid, publicly-traded companies that offer investors access to high-quality commercial real estate assets with strong growth potential and the unique benefits that come with investing in real assets.
Economist Pippa Malmgren has been credited for coining the term “shrinkflation”, meaning, in its most common usage, when a company reduces a product’s size while maintaining its price.
