Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
Psychedelics have the potential to fundamentally reshape how we think about and treat not only mental illness but a host of other conditions as well. Counterpoint Global investigates how psychedelic therapy works, the potential wide-spread impact of this innovative treatment, and the roadblocks to medical adoption.
The equity markets have had a terrible first half of 2022, with the MSCI World Index down over 20% in U.S. dollars (USD), the worst start to the year in over 50 years.
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.
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.
