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Explore MSIM's 1GT investment in Overhaul Group's $105M Series C, driving innovation in supply chain risk management ...
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon explains how faulty valuation analysis may mean the market isn’t as overpriced as many experts believe.
Twin uncertainties—economic and structural—have stalled capex, with AI the outlier. In the second half of the year, we see renewed business investment that could drive growth across the value chain.
Tariffs, tariffs everywhere, yet no material rise in inflation. The relevance is twofold: 3Q25 is when inflation will most easily be in evidence because year-over-year comparables are easiest to beat.
With structural reform momentum and the right fiscal course, Brazil stands on the brink of redefining its economic future. Amy Oldenburg explains.
Significant dislocation at the long end of the municipal market offers potential opportunity. Historically, curves this steep have sparked investor interest and led to strong forward returns.
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