Morgan Stanaley's Portfolio Solutions Group presents their proprietary quantitative approach to deciding whether to keep or drop underperforming managers.
Consilient Research's report examines the optimal amount of cash to hold for maximizing value, covering trends, theories, and capital deployment strategies.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
CRE Bright Spot within Murky Macro Backdrop – The current macroenvironment is volatile and uncertain with growth expected to moderate and diverge.
Trotz der Erwartung eines Höhepunkts bei den Aufschlägen für Hochzinsanleihen sind wir durch das fortgesetzt rekordnahe Angebot an hoher Kreditqualität ermutigt, da die Renditen am Hochzinsmarkt im historischen Kontext attraktiv bleiben.
Das zweite Quartal war dramatisch. Es begann Anfang April mit einem starken Marktrückgang nach den Zollankündigungen am sogenannten „Liberation Day“.
June was marked by a continuation of the risk-on sentiment that began earlier in the quarter, supported by resilient economic data, a modest decline in volatility, and easing geopolitical tension following the brief conflict between Israel and Iran.
As fixed income investors, we view the integration of ESG factors into the evaluation of sovereign bonds as a critical component of our investment process.
Passive investing, “short-termism,” and lottery-style behavior have led to valuation distortions in small caps, which may now offer a potentially “generational” opportunity. Griff Noble explains.
