Responding to questions from those on the front lines, in his August TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts for what could be ahead for the equity markets.
Counterpoint Global looks back across almost two decades of dedicated research on disruption—and the ways it reinforces our long-term mindset, helps us manage risk and reduce errors of omission.
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.
Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.
Analysis of global credit markets and where we see future opportunities.
As artificial intelligence enters its next chapter, the early winners of the “AI gold rush” have been the semiconductor and cloud computing providers. But the surge in generative AI also included two surprises:
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Has Japan Finally Exited Deflation?"
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.