Morgan Stanley

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Some of the biggest banks in the US have been given the green light to pay their largest dividends since the financial crisis, following the Federal Reserve's 'stress test'.

Central banks are still working to reflate asset prices while investors chase yield. This means ABS are prime candidates for top performance this year, says Jim Caron, portfolio manager at Morgan Stanley Investment Management.

The after-effects of the oil shock

A torrid year for equities in 2015?

Returns on a typical 60/40 US equity and fixed income portfolio over the next decade may be half those seen over the previous 50 years, according to Morgan Stanley strategists.

Corporate debt

Steering clear of the asset gatherers

Where’s the value?

As the latest figures from the IMA show Absolute Return funds have seen their highest retail sales for over four years, Standard Life Investments' phenomenally successful GARS fund is starting to face more competition from peers.