Morgan Stanley, Ashwin Krishnan in 9fin: Opportunistic credit finds itself in the LP spotlight

Following a seemingly calm summer, we believe there is a compelling case for more active portfolio management amid rising term premia, increasing political volatility and changing leadership in central bank policy cycles . Watch our latest video to find out more.

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Faced with tariffs from its biggest trading partner, Vietnam is undergoing a quiet revolution promoting the private sector as the engine of economic growth, reducing the size of the bureaucracy and initiating massive infrastructure projects. Amy Oldenburg explains why the reforms have led to unbridled optimism on the ground.

While health care is the most obvious place to look for investment opportunities related to GLP-1 trends, we believe some of the most interesting investment opportunities, and risks, are uncovered when considering the second- and third-order effects, particularly related to the alcohol industry.