From May to the end of June, many investors appeared to have fallen under a spell, writes Andrew Harmstone, portfolio manager for the global multi-asset team at Morgan Stanley Investment Management.
US bank stocks rally to post-crisis high
Effective as of 1 September
Managers from Investment Week's Thematic Investing Breakfast Briefing discuss the drivers and risks for these strategies.
Max Harper joining firm
Managers from Investment Week's US Market Focus discuss the drivers and risks for the asset class.
Global Emerging Markets Breakfast Briefing
PureGroup director Ben Bird analyses how sensitive five of the largest US equity funds are to two leading indicators: US rates and inflation.
Took place in Jersey on 16 March
Reporting to Colm McDonagh
Investment structured in three phases
Based in the firm's London office
Six fund managers reveal the long-term trends driving their strategies, and the positions that have worked well for their portfolios this year, as well as the sectors they have avoided
To be managed by William Lock
Newly created role
Bonds investors seeking opportunities across the globe
Mirroring existing strategy
Six managers reveal top ideas
Launched under Luxembourg SICAV
Morgan Stanley's Kristian Heugh, manager of the group's Global Opportunity fund, talks to Lawrence Gosling about his attitude to Chinese state-owned enterprises and where he is invested within the tech sector.
Morgan Stanley and Baillie Gifford discuss
With the US entering a new rate cycle and global growth still weak, industry experts at Investment Week's recent Funds To Watch event reveal how they think markets will perform in the coming 12 months, and where the key opportunities and risks lie.
Joining board of directors