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Media Appearance
Ashutosh Sinha in Barron’s: Eyes Big Trends in Hunt for Growth
Investment Insight
The EDGE: CRISPR

We know the value of active management in today's market.

2017 Investment Outlook

Morgan Stanley Investment Management is pleased to share our global investment teams’ views on the outlook for the twelve months ahead.

INVESTMENT INSIGHT
Fixed Income Investment Strategy for 2017

Jim Caron, Managing Director of the Global Fixed Income Team, discusses why it is critical to have a balanced portfolio in 2017.

INVESTMENT INSIGHT
Did 2016 “Steal” 2017 Returns
Although some pundits have ascribed the recent market rally to the Trump victory, what really changed was the upcoming earnings inflection - even before the election. Historically the fourth quarter is seasonally strong for equities, and 2016 was no different.
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Our outlook for 2017 is upbeat over the near term. Investors currently have plenty of reasons to cheer: a thriving U.S. economy, stability in China and the long-awaited benefits of low-priced oil to consumer discretionary spending.

Andrew Harmstone,
Global Multi-Asset Team
MACRO INSIGHT
Outlook for 2017
Runaway Train

Andrew Harmstone, Managing Director of the Global Multi Asset Group discusses the danger of a “runaway train” in 2017 if inflationary pressures build.

Global Emerging Markets Team
PROFILE
Ahead of The Herd

In a recent profile, Ruchir Sharma highlights how he developed a framework for identifying emerging-market winners.

INVESTMENT VIEW
Wall Street’s New Global Thinker

Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, is featured on the cover of Barron's discussing his original thinking around China, Russia as well as why the U.S., India and Germany are poised for growth.

INSIGHT
Economic Gears of A Disruptive World

Ruchir Sharma offers a system of 10 rules for distinguishing the good economies from the average and the ugly, in his new book The Rise and Fall of Nations: Forces of Change in a Post-Crisis World.

Team Profile
Global Emerging Markets Team
The Global Emerging Markets team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.
Global Franchise Portfolio
MSFAX 
CUSIP: 61744J283  
SHARE CLASS: I
DAILY NAV
-- USD
MORNINGSTAR OVERALL RATING
  Share Class - I

849 World Stock - 01/31/2017

Past performance is no guarantee of future results. For complete information click here.

Investment Insight
Lessons Learned
Sep 28, 2016
William Lock, Head of the International Equity team, shares key lessons learned over 20 years of quality investing.
Investment Insight
Quality Traits
Jun 30, 2016
High quality companies have the ability, and habit, of generating high and consistent returns on operating capital, which leads to strong free cash flow and the ability to compound over the long term.
Manager Q & A
Q&A with William Lock
Jan 31, 2017
William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long standing, successful global investment strategy.
Global Fixed Income Opportunities Fund
DINDX 
CUSIP: 616961405  
SHARE CLASS: I
DAILY NAV
-- USD
MORNINGSTAR OVERALL RATING
  Share Class - I

315 World Bond - 01/31/2017

Past performance is no guarantee of future results. For complete information click here.

Macro Insight
Why Traditional Bond Strategies Aren’t the Portfolio Diversifiers They Used To Be
Jun 17, 2016
Portfolio manager Jim Caron explains how to use bond strategies differently to help achieve diversification in a balanced portfolio.
Investment Insight
The Changing Investment Climate
 
Investors need to account for a new risk as effects of QE fade. Risk premia, not fundamentals, are driving asset performance. Correlation risks thus rise making diversification harder to achieve.
VIDEO
A New Bond Mix For Rising Rates
Dec 15, 2016
Bonds are still an important component of portfolio diversification, but it’s now crucial for investors to get the right mix of credit and maturities, says Morgan Stanley Investment Management’s Jim Caron.
Global Opportunity Portfolio
MGGIX 
CUSIP: 61756E693  
SHARE CLASS: I
DAILY NAV
-- USD
MORNINGSTAR OVERALL RATING
  Share Class - I

849 World Stock - 01/31/2017

Past performance is no guarantee of future results. For complete information click here.

Investment Insight
Behind the Scenes with Kristian Heugh
Mar 01, 2016
Kristian Heugh defines the key differentiators and core values of his team’s investment process, focusing on competitive advantage and quality companies able to create value through growth.
Investment Insight
ESG and the Sustainability of Competitive Advantage
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.
Team Profile
Growth Team
The Growth team seeks capital appreciation by investing with a long-term ownership mindset and focusing on fundamental, bottom-up analysis across the market-cap spectrum and geographies.

In-depth Market Research

GLOBAL FIXED INCOME BULLETIN
2017: Fiscal Trumps Monetary – A Year to Remember!
Global Fixed Income Team
The team discusses the bond market’s current regime shift, the importance of active management and winning characteristics for 2017.
Macro Insight
Economics Trump Elections
Nov 15, 2016
Although the U.S. election is the type of “event risk” that the GBaR team continually evaluates, in our view the factor that is most likely to move markets is the changed outlook for interest rates.
Investment Insight
Quality Traits
Jun 30, 2016
High quality companies have the ability, and habit, of generating high and consistent returns on operating capital, which leads to strong free cash flow and the ability to compound over the long term.

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