摩根士丹利基金管理(中国)有限公司 |
July - 2024
Portfolio Manager Dónal Kinsella explains three key areas that high yield bond investors should consider and why a discerning approach to credit selection.
July - 2024
Portfolio Manager Dónal Kinsella explains three key areas that high yield bond investors should consider and why a discerning approach to credit selection.
June - 2024
Lost in the Forest
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?
June - 2024
Lost in the Forest
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?
June - 2024
Explore what’s driving demand for sustainable bonds, what to look for in a sustainable bond manager and why we believe an active approach is crucial for improving returns and managing risk.
June - 2024
Explore what’s driving demand for sustainable bonds, what to look for in a sustainable bond manager and why we believe an active approach is crucial for improving returns and managing risk.
March - 2024
How can our full spectrum of fixed income solutions and specialized teams help navigate the curve and build a tailored portfolio?
March - 2024
How can our full spectrum of fixed income solutions and specialized teams help navigate the curve and build a tailored portfolio?