Below, please find March’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The March issue includes:
“Will EM Continue to Emerge?” Emerging market equities have had such a good year so far that investors are wondering if it’s sustainable. Seth Carpenter, Morgan Stanley & Co.’s chief global economist, and Rajeev Sibal, senior global economist, identify what underpins the rally and explore whether it can last.
“Mapping Software Exposure in Leveraged Credit” Understanding the risks around the software sector is crucial, according to MS & Co.’s head of US corporate credit strategy, Vishwas Patkar, and Vishwanath Tirupattur, chief fixed income strategist. It’s also challenging because much of the recent growth has occurred in private credit.
“Putting the 2026 Markets in Perspective” In our Q&A, KKR’s head of Global Macro and Asset Allocation, Henry McVey, explains the forces driving today’s complicated investing environment. The conversation ranges from the economic and market outlook to perspectives on private markets to the disruptive impact of AI.
