Extrapolation of fundamental trends into perpetuity has resulted in extreme overvaluation, overoptimism and overownership of many assets, most particularly U.S. assets, including the U.S. Dollar, U.S.

The fund may be impacted by movements in the exchange rates between the fund's currency and the currencies of the fund's investments. The fund relies on other parties to fulfill certain services, ...

The following views and perspectives are formed by the work of the Applied Equity Advisors team in managing assets for investors. A certain group of stocks captures the zeitgeist of renewed enthusiasm ...

In the audiocast I discuss the latest developments in AI (Artificial Intelligence) with Bruno Paulson, Senior Portfolio Manager of the MSIM International Equity team and Head of the team’s Tech sector ...

While the opportunities our team seeks out are all on a bottom-up basis, we find certain sectors (and in some cases, sub-sectors) within value compelling currently. When we last wrote in December, we ...

From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.

Direct Lending is a type of Private Credit strategy that makes direct, illiquid loans to middle market companies outside of the traditional banking system. Direct Lending usually refers to first lien ...