GLOBAL EQUITY OBSERVER
Nov 15, 2018
(Trade) War – what is it good for? The International Equity Team evaluates.
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Global Fixed Income Bulletin
Nov 12, 2018
October lived up to its infamous reputation for market volatility. What can we expect for the months ahead? The Global Fixed Income Team shares their views.
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Press Release
Nov 08, 2018
Samanage, the service success company, today announced a $30 million investment from Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. Samanage seeks to accelerate their exceptional year-over-year growth and expand their global market share in the IT Service Management (ITSM) industry.
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Press Release
Nov 05, 2018
Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management (MSIM), announced that it has closed on approximately $400 million of capital commitments for North Haven Expansion Equity LP and its related funds, exceeding its original fundraising target capital commitments by nearly $100 million.
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Market Pulse
Nov 05, 2018
Many are consumed with calling the next recession, but is stronger growth here to stay? Jim Caron discusses.
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Press Release
Nov 01, 2018
Neo4j, the leader in graph databases, announced today that it has closed an $80 million Series E funding round led by Morgan Stanley Expansion Capital and One Peak Partners.
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Investment Insight
Oct 26, 2018
Crisis risk offset is a term used to describe a group of strategies that seek to perform well in the event of an equity market collapse. In this paper, the MSIM Managed Futures Team explains why an allocation to such non-correlated strategies has the potential to dampen the impact of equity market volatility and enhance the expected risk-adjusted returns of an investor’s portfolio.
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Market Outlook
Oct 18, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the October 2018 Monthly Commentary.
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Global Equity Observer
Oct 17, 2018
The International Equity Team explains why an ESG focus is essential for long-term compounding.
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Press Release
Oct 12, 2018
Morgan Stanley Private Equity Asia, the Asia-focused private equity investment platform within Morgan Stanley Investment Management (MSIM), today announced that it has secured over US$440 million in capital commitments for North Haven Thai Private Equity LP and its related funds, versus an initial target of US$300 million. The Fund was launched in partnership with Bangkok Bank, a market-leading Thai financial institution.
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Sustainability Insight
Oct 12, 2018
The inaugural edition of Engage, the International Equity Team’s new semi-annual update on their ESG engagement activity.
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Market Pulse
Oct 11, 2018
Jim Caron discusses the recent market volatility and how there is a mathematical explanation.
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Global Fixed Income Bulletin
Oct 10, 2018
The Global Fixed Income team discusses if too much recent U.S. growth is still good for the global economy.
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Investment Insight
Oct 08, 2018
In much the same way that long-only investors have considered “passive” investing as a way to adjust their exposures efficiently and to reduce cost, alternatives investors have begun to explore systematic and index-based solutions—such as “alternative risk premia”—as a way to achieve those same objectives. In this paper, we seek to introduce the concept of alternative risk premia, explain how investors can access them, and present the potential benefits and drawbacks associated with them.
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Macro Insight
Oct 04, 2018
Since late spring, there has been a sharp divergence in performance between the U.S. and the rest of the world, with investors flocking into the U.S. market. We expect this spike to fully correct eventually and the recent volatility has provided signs of this, though there may be further to go.
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Macro Insight
Oct 04, 2018
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
Sep 30, 2018
As with any scarce resource, human capital needs to be protected and nurtured. We discuss global trends and how engaging employees, offering flexible work arrangements, providing training and promoting diversity, can attract talent and increase companies’ competitiveness.
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Global Multi-Asset Viewpoint
Sep 25, 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “EM FX Crisis Playbook”
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Global Fixed Income Insights
Sep 20, 2018
Richard Lindquist, Head of Global High Yield, discusses how in a world of rising interest rates, he believes middle market high-yield may be the best place to be in the bond market.
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Global Fixed Income Insights
Sep 19, 2018
Jim Caron analyses economic cycle indicators and concludes we are closer to the mid-point of the cycle rather than the late point.
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Global Fixed Income Bulletin
Sep 17, 2018
The Global Fixed Income team discusses if the stresses which affected the markets in August were predominantly idiosyncratic or if there are more sinister systemic issues at work.
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Global Equity Observer
Sep 17, 2018
In response to the latest emerging markets wobble, the International Equity Team argues that a focus on the fundamentals is the best way to avoid the destruction of capital.
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Media Appearance
Sep 13, 2018
Jim Caron appeared on CNBC to discuss the recent European Central Bank meeting and his outlook for the Fed.
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Macro Insight
Sep 07, 2018
We’re undergoing a seismic shift in fixed income and portfolio manager Jim Caron, discusses why you should consider if you're prepared for the changing landscape.
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Investment Insight
Sep 05, 2018
Given the recent growth of investor interest in alternative risk premia, we thought it timely to share our insights on what constitutes effective due diligence in the space.
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Investment Insight
Sep 05, 2018
In this paper, we provide insights on alternative lending, a nascent asset class.
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Investment Insight
Sep 04, 2018
Global Macro is an investment style that is highly opportunistic and has the potential to generate strong risk-adjusted returns in challenging markets. Against a backdrop of geopolitical uncertainty and potentially increased volatility, we felt it would be timely to share our insights on the space and explain why we believe now could be an opportune time to make an allocation to Global Macro.
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Media Appearance
Aug 30, 2018
Andrew Slimmon appeared on CNBC Power Lunch to discuss whether the U.S. or emerging markets are a better bet for investors.
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Macro Insight
Aug 29, 2018
Eric Baurmeister, Head of the Emerging Markets Debt Team, discusses the changing state of the emerging markets, opportunities he sees going forward and how his team is built to adapt to these changes.
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Media Appearance
Aug 29, 2018
Jim Caron appeared on Bloomberg Daybreak: Americas to examine revised U.S. second-quarter economic growth.
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Media Appearance
Aug 29, 2018
Jim Caron appeared on Bloomberg TV to discuss the potential market impact of a new Nafta trade agreement.
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Media Appearance
Aug 19, 2018
Andrew Slimmon discusses the current state of the markets on CNBC Closing Bell Exchange.
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Global Equity Observer
Aug 15, 2018
The one sure fact about the next downturn is that it will be different from the last one. The International Equity Team ask which sectors really are defensive.
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Global Fixed Income Bulletin
Aug 15, 2018
The Global Fixed Income team discusses that there comes a time when valuations get stretched too far and how volatility may be poised to pick up.
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Macro Insight
Aug 14, 2018
As global growth continues, some think we may be in the later stages of the economic cycle. What should fixed income investors be watching in this environment?
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Macro Insight
Aug 09, 2018
Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
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Market Outlook
Aug 09, 2018
Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
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Market Outlook
Aug 02, 2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the August 2018 Mid-Month Commentary.
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Investment Insight
Aug 01, 2018
What does Morgan Stanley’s International Equity Team mean by high-quality global equities with strong intangible assets?
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Media Appearance
Jul 27, 2018
Jim Caron appeared on Bloomberg TV to discuss global rates, trade, the USD and the yield curve.
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Market Outlook
Jul 26, 2018
Jim Caron provides his review of the second quarter of 2018 and his outlook on market opportunities.
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Connecting the Dots
Jul 19, 2018
In this article, Swanand Kelkar discusses the trend that the Indian household, over the next few years, will increasingly lever itself up and spend on consumption.
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Global Equity Observer
Jul 17, 2018
Market environments always change, sometimes violently. The International Equity Team asks: is this the end of the world as we know it?
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Global Fixed Income Bulletin
Jul 16, 2018
The Global Fixed Income team discusses how U.S. assets and the USD have driven performance year-to-date, but how some key macro trends are expected to drive performance for the rest of the year.
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Media Appearance
Jul 12, 2018
Jim Caron appeared on CNBC Santelli Exchange to discuss rising consumer prices and yield curve flattening.
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Sustainability Council
Jul 11, 2018
The IM Sustainable Investing Council drives IM’s global effort by promoting an overall framework for integrating ESG and ESG standards into IM’s investment processes, product development, measurement, education, client engagement and reporting.
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Investment Insight
Jul 09, 2018
The International Equity Team’s Laura Bottega poses some topical questions about the team’s MS INVF Global Brands and Global Quality Funds to portfolio manager Bruno Paulson
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Global Fixed Income Insights
Jul 09, 2018
The Global Fixed Income Team discusses why the yield curve is flattening and why they are not overly worried about it.
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Macro Insight
Jul 01, 2018
Jim Caron discusses the new era of rising interest rates and how it is causing fixed income managers across the world to rethink how they invest.
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Connecting the Dots
Jul 01, 2018
The Indian Equity team discuss the implications of macro data on portfolio construction and their stock picking approach.
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Market Outlook
Jun 30, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the June 2018 Monthly Commentary.
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Market Outlook
Jun 30, 2018
Despite the market turbulence, Morgan Stanley's Real Assets Research & Investing team believes that the combination of strong economic growth, divergent interest rate policies and volatile currency movements will continue to create a favorable investing climate for commercial real estate. In this issue, the team takes a look at the global macroeconomic environment and what it means for real estate investors.
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Investment Insight
Jun 30, 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Renminbi: End of the Impossible Trinity?”
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Media Appearance
Jun 22, 2018
Head of Growth Investing, Dennis Lynch, shares his best advice for one day conquering Wall Street.
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Macro Insight
Jun 20, 2018
MSCI’s inclusion of China A-shares into global indices will likely boost investor focus. The Global Emerging Markets Team discusses opportunities in this vast and largely uncharted portion of China’s complex markets.
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Media Appearance
Jun 20, 2018
Business Insider selected MSIM’s Head of Growth Investing, Dennis Lynch, to engage in a series of exclusive interviews. Dennis Lynch reveals the epiphany that shaped his investment career.
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Global Equity Observer
Jun 18, 2018
Don’t lose money – the International Equity Team explains how investing in high quality mitigates this fundamental risk.
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Global Fixed Income Bulletin
Jun 15, 2018
The Global Fixed Income team discusses how May was a schizophrenic month for financial markets, with both bouts of "risk on" and "risk off", and how they expect the high volatility to continue.
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Sustainability Insight
Jun 11, 2018
In a survey of institutional investors, 70% said they are integrating sustainable investing into their investment process, signaling just how quickly the ESG imperative is catching on.
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Market Outlook
Jun 01, 2018
The global shift towards energy efficiency has the potential to disrupt virtually every sector, increasing productivity, improving corporate earnings and spurring capital investment.
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Market Outlook
Jun 01, 2018
The global shift towards energy efficiency has the potential to disrupt virtually every sector, increasing productivity, improving corporate earnings and spurring capital investment.
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Investment Insight
May 31, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: "Been Down So Long / It Seem Like Up To Me"
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Market Outlook
May 31, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the May 2018 Monthly Commentary.
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Market Outlook
May 22, 2018
As climate change impacts intensify around the world, so too do the economic impacts. MSIM's Real Assets Research & Investing team and the Institute for Sustainable Investing discuss how to integrate climate resilience when considering investing in real assets and the financial and reputational opportunities this may bring.
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Global Fixed Income Insights
May 21, 2018
The Emerging Markets Debt Team addresses some of economist Carmen Reinhart's recent statements as well as other popular misconceptions about emerging markets.
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Investment Insight
May 18, 2018
Applied Equity Advisors combines factor investing with stock-specific research. Tapping both sources of excess returns helps us achieve greater consistency of returns and avoid behavioral pitfalls.
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Global Equity Observer
May 17, 2018
Do consumer staples still have pricing power? The International Equity Team believes yes, those compounders that are well invested still do.
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Investment Insight
May 15, 2018
Business Insider selected MSIM’s Head of Growth Investing, Dennis Lynch, to engage in a series of exclusive interviews. The first of which describes how his team’s edge begins with one word: Temperament.
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Investment Insight
May 15, 2018
The Growth Team examines Blockchain, the technology behind cryptocurrencies and its potential disruptive power.
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Investment Insight
May 15, 2018
Business Insider explores how disruption serves as the connective tissue between all of Lynch’s investment ideas.
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Investment Insight
May 15, 2018
Head of Growth Investing, Dennis Lynch, delves into two companies that recently captured his attention.
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Global Fixed Income Bulletin
May 11, 2018
The Global Fixed Income team discusses how we may have seen markets settle in a range in April, but that new economic data (better or worse) could force the market to change its expectations.
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Media Appearance
May 04, 2018
In an exclusive interview with Bloomberg, Kristian Heugh explains why he and his team remain steadfast on the opportunities for bottom-up stock pickers in Asia, and believers in the Warren Buffett-inspired strategy that’s helped them stay ahead of peers.
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Tales from the Emerging World
May 01, 2018
The Global Emerging Markets Team examines the reason for recent market jitters, and debates whether Trump’s latest threats really have an impact.
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Market Outlook
May 01, 2018
We see the tariff tantrum between the US and China as a negotiating tactic rather than the start of a trade war, presenting opportunities for investors who can trade around the volatility.
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Investment Insight
Apr 30, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Navigating Higher Inflation: An Empirically-Based Multi-Asset Approach.”
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Media Appearance
Apr 29, 2018
In an interview with Hong Kong's South China Morning Post, China A Share portfolio manager, Gary Cheung describes how companies that offer services to China's growing middle class, along with tourism and environmental technology are areas where growth prospects can be easily seen.
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Market Outlook
Apr 24, 2018
MSIM's Real Assets Research & Strategy team discusses the impacts the Tax
Cuts and Jobs Bill may have at the macro level and on the various sectors of the commercial real estate industry
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Market Outlook
Apr 24, 2018
Andrew Slimmon, head of the Applied Equity Advisor's team, discusses his market views in the March 2018 Monthly Commentary.
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Market Outlook
Apr 20, 2018
Jim Caron provides his review of the first quarter of 2018 and his outlook on market opportunities.
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GLOBAL EQUITY OBSERVER
Apr 16, 2018
The International Equity Team welcomes the return of market volatility and suggests the relative certainty of high-quality companies doesn’t look expensive.
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Global Fixed Income Bulletin
Apr 13, 2018
The Global Fixed Income team discusses how January felt like Golidlock’s conditions for markets, but March brought the three bears of risk—trade war, rising short-term rates and FANG stocks.
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Investment Insight
Apr 10, 2018
The Global Fixed Income Team discusses how current global market conditions present a compelling opportunity, in our opinion, to invest in the securitized markets.
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Market Outlook
Apr 06, 2018
As the global economy continues to improve, emerging markets (EM) are converging with developed markets. In aggregate, we expect their reasonable valuations, healthy risk premiums and stable inflation to drive EM outperformance.
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Investment Insight
Mar 31, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Regime Shift: The End of Free Money.”
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Connecting the Dots
Mar 28, 2018
An inescapable fact of being a relative return fund manager is that performance is measured relative to a benchmark index. Our Indian Equity team reveal the tell-tale symptoms of underperformance and how to contend with it.
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Macro Insight
Mar 26, 2018
India's economy is showing green shoots of recovery following the ambitious reforms of 2016-2017. We discuss why we believe this could be an opportune time to position in India.
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Investment Insight
Mar 23, 2018
The International Equity Team outlines their strategy for investing in developed foreign markets; combining High Quality Compounders with Value Opportunities.
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Investment Insight
Mar 23, 2018
Having won two coveted titles from Benchmark – House Award and Manager of the Year, Kristian Heugh shed lights on his investment approach to see clarity in a rapidly evolving global market.
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GLOBAL EQUITY OBSERVER
Mar 21, 2018
A liquidity crisis may cause pain but might also offer potential investment opportunities, says the International Equity Team’s Dirk Hoffmann-Becking.
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Investment Insight
Mar 21, 2018
The International Equity Team’s Laura Bottega poses some topical questions about the team's Global Franchise and Global Quality Strategies to portfolio manager Bruno Paulson.
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Global Fixed Income Bulletin
Mar 15, 2018
The Global Fixed Income team discusses how the current market is complicated and the ride is likely to be bumpier than last year, but they believe positive growth fundamentals will prevail.
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Media Appearance
Mar 08, 2018
Jim Caron appeared on Bloomberg to discuss what he sees as the markets overreaction to Gary Cohn's exit.
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Investment Insight
Feb 28, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: "The Case for a U.S. Dollar Rally."
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Media Appearance
Feb 28, 2018
Jim Caron appeared on Bloomberg to discuss volatility, markets and Federal Reserve Chairman Jerome Powell’s testimony to Congress.
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February 2018 Commentary
Feb 28, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the February 2018 Monthly Commentary.
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Market Outlook
Feb 28, 2018
The dramatic market correction in February confirmed the surprises we predicted in inflation and volatility. We assess what this might mean for the rest of 2018, as investors can expect continued global economic growth and the likely end of secular stagnation.
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Global Fixed Income Bulletin
Feb 14, 2018
The Global Fixed Income team discusses how the low-rate, low-volatility environment may be coming to an end and how the new range and speed of adjustment for yields may be key to market performance.
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Global Equity Observer
Feb 13, 2018
Following February’s market turbulence, the International Equity Team considers the ongoing tug-of-war between bulls citing global growth and bears arguing monetary policy and politics.
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Investment Insight
Jan 31, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “A New Hope: From Stagnation to Growth in South Africa”
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Manager Q & A
Jan 15, 2018
William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long standing, successful global investment strategy.
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Connecting the Dots
Jan 11, 2018
Swanand believes India is one of the few places in the world that is a fertile ground for bottom-up work and has the potential to reward the patient stock picker.
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Global Fixed Income Bulletin
Jan 09, 2018
The Global Fixed Income team provides their outlook for global fixed income in 2018 and how a focus on alpha is likely to be a large driving force of performance.
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Market Outlook
Jan 05, 2018
The Global Emerging Markets Team discusses emerging markets (EM) and the approach they use to incorporate environmental, social, and governance (ESG) factors into their process for picking sustainable countries and companies to invest in.
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Media Appearance
Jan 04, 2018
Jim Caron discusses the difference between tightening and increasing interest rates with CNBC’s Rick Santelli.
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Market Outlook
Jan 02, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the 2018 Equity Market Outlook commentary.
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Investment Insight
Jan 01, 2018
The field of behavioral finance has shown that emotions and past experience play a role in our investment decisions. Even professional money managers are subject to emotional decision making and subconscious biases. Being aware of this and constructing mitigating safeguards is critical for both professional money management and individual investing. In this paper, Morgan Stanley Investment Management’s Managed Futures Team offers suggestions to help investors reduce emotionalism when investing.
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Market Outlook
Dec 31, 2017
Morgan Stanley’s European Equity Team discusses whether it is time to become more bearish in 2018.
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GLOBAL EQUITY OBSERVER
Dec 31, 2017
The International Equity Team reflects on 2017 and discusses why they will keep a close eye on risk in 2018, and why high-quality companies remain the best relative bet.
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Investment Insight
Dec 31, 2017
MSIM's Global Multi-Asset Team discusses their investment views in the latest viewpoint: "After Goldilocks in 2017, the Great Reversal in 2018?"
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Market Outlook
Dec 31, 2017
Three possible surprises for investors are on our radar for 2018: a monetary policy surprise; an inflation surprise; and a volatility surprise. With the global economy running at full steam, the market may not be fully prepared for them.
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Global Fixed Income Insights
Dec 18, 2017
The Emerging Markets Debt Team discusses their outlook for the 2018 and why there is a case for medium-term optimism.
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Global Fixed Income Bulletin
Dec 13, 2017
The Global Fixed Income team discusses how even though markets have run a long way, and future returns are likely to be more modest, the current environment is likely to continue in 2018.
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MARKET OUTLOOK
Dec 13, 2017
Morgan Stanley’s European Equity Team discusses its outlook for the European equity asset class in 2018.
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GLOBAL FIXED INCOME INSIGHTS
Dec 08, 2017
Jim Caron reviews how politics, regulation and policy have become more dominant factors in driving asset prices, and how we may need a new way to value assets.
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Global Fixed Income Insights
Dec 08, 2017
Jim Caron discusses the key takeaways from the U.S. Federal Reserve and European Central Bank recent meetings.
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Market Outlook
Nov 30, 2017
Morgan Stanley’s European Equity Team discusses fiscal policy and inflation trends within the European market landscape.
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Investment Insight
Nov 30, 2017
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “China Cyclical Downturn in 2018."
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Market Outlook
Nov 30, 2017
Behind the scenes, Japan’s corporate governance reform has been hitting the mark, leading to higher Return on Equity. Europe’s governance scores have also improved, while the U.S. shows some notable exceptions.
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GLOBAL EQUITY OBSERVER
Nov 29, 2017
The International Equity Team explains why capable company management is key, and why they believe good governance is even more important in high-quality companies.
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Global Fixed Income Bulletin
Nov 06, 2017
The Global Fixed Income team discusses how it may be time to be more selective in the fixed income markets and how security selection will be important.
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GLOBAL EQUITY OBSERVER
Oct 30, 2017
With recovery in Japan underway, the International Equity Team asks whether the Japanese government’s efforts to bring about change offers investors high-quality opportunities today.
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Market Outlook
Oct 23, 2017
A number of storm fronts are forming off the coast of what is otherwise a sunny economic environment, from rising rates to debt and politics. Investors need to have a plan for taking shelter.
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Sustainability Insight
Oct 04, 2017
MSIM appreciates that ESG factors can impact long-term performance. With strong support from our Corporate Governance team, our managers incorporate a deep understanding of ESG into their analysis.
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Investment Insight
Aug 31, 2017
The Growth Team researches autonomous vehicles, which use a suite of sensors, actuators and a central computer to "perceive" the environment and automate the driving process. This technology could change our conception of personal transportation.
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Investment Insight
Jun 09, 2017
Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.
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Macro Insight
Apr 25, 2017
Bruno Paulson explains why consumer staples performance is more about earnings than interest rates.
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Macro Insight
Apr 20, 2017
Bruno discusses how high-quality companies have the potential to provide reliable income without sacrificing capital growth.
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Sustainability Insight
Jan 09, 2017
ESG factors are integral to assessing the quality of a company. A holistic approach to sustainability may help minimize risk events and identify opportunities characterized by competitive advantages.
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