Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
Alongside the early winners of the AI gold rush, the International Equity Team believes there are others for whom the benefits of GenAI will take longer to emerge but will be significant over time.
We study the sources of total shareholder return (TSR) and tie them to underlying economic principles.
Explore whether it is time to buy listed real estate stocks, given the near-record wide net asset value discounts, from the Global Listed Real Assets Team.
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
The long and short term outlook for global listed infrastructure (GLI) appears strong. GLI could benefit from a recessionary environment, as it has a history of outperforming global equities in challenging economic periods.
Clean technology is critical for reaching net-zero, but its own sustainability risks should not be ignored. Read the latest from our Global Risk Control Team for their views on what these risks include and how to best mitigate them.