Insights

 
 
 

Market Outlook

Applied Equity Advisors Investment Process  

Jun 04, 2019 

A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
 

Andrew Slimmon Portrait
 

Market Outlook

Applied Equity Advisors June 2019 Commentary  

Jun 03, 2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.
 

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Market Pulse

What is the Rates Market Telling Us? 

May 31, 2019 

The breakdown in U.S.-China trade negotiations is signalling slower growth and lower inflation across the globe. A flattening yield curve is just a logical adjustment to this new information.
 

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Macro Insight

Midgame 

May 31, 2019 

After a growth scare in the fourth quarter of 2018, global economies may not be heading towards a recession—but U.S./China trade tensions may delay recovery.
 

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Market Outlook

Andrew Slimmon's Outlook on the Current Markets 

May 30, 2019 

Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.
 

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Investment Insight

An Introduction to Alternative Lending 

May 28, 2019 

Alternative lending is an asset class borne of bank disintermediation and technological innovation. In this paper, Ken Michlitsch shares his insights on the space.
 

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Macro Insight

How Flexible is Your Approach? 

May 23, 2019 

The best golfers have to be flexible and experienced enough to effectively hit any number of difficult shots. We think the same holds true for portfolio managers and their approach to managing money.
 

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Press Release

Morgan Stanley Investment Management Raises $785 million for North Haven Senior Loan Fund 

May 17, 2019 

Morgan Stanley Investment Management today announced it has raised $785 million for the North Haven Senior Loan Fund L.P. and its related vehicles (collectively “NH SLF”) exceeding its original fundraising target. When combined with target leverage, NH SLF has approximately $1.1 billion of capital available for investment. NH SLF seeks to invest in privately negotiated senior secured loans issued by lower middle market companies in North America.
 

Credit Partners Team - Insight Tile
 

Global Equity Observer

Credit Where Credit Is Due 

May 17, 2019 

With shadow banking subdued, the International Equity Team considers the risks involved in the new Chinese corporate debt.
 

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Global Fixed Income Bulletin

And the Beat Goes On... 

May 16, 2019 

The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.
 

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Market Outlook

Applied Equity Advisors May 2019 Commentary  

May 15, 2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.
 

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Investment Insight

Fintech Continues to Disrupt Consumer Lending 

May 15, 2019 

In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.
 

Consumer on mobile phone using banking application.
 

Sustainability Insight

An Emerging Markets Approach to ESG: Our Progress 

May 10, 2019 

The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.
 

emerging-markets-approach-esg-progress
 

Investment Insight

The Rise of Hedge Fund Coinvestments 

May 10, 2019 

Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
 

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MEDIA APPEARANCE

Dennis Lynch featured in Investor’s Business Daily Best Mutual Fund Awards 2019 Article 

May 07, 2019 

Dennis Lynch, Head of Counterpoint Global, and the Growth Portfolio are highlighted in the Investor’s Business Daily article, “These 2 Hot Sectors Help Morgan Stanley Stay Among Top Mutual Funds”
 

dennis-lynch-business-insider-may2018
 

Market Pulse

U.S.-China Tensions: Not a Widespread Risk…Yet 

May 06, 2019 

U.S.-China trade talks seem to be at an impasse. Jim Caron, Global Fixed Income Team, shares why he believes the global market impact of these talks is not a systemic market event…yet
 

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Media Appearance

Jim Caron on CNBC 

May 06, 2019 

Jim Caron joins CNBC's 'Fast Money Halftime Report' to discuss how the market is responding to news that there might not be a trade deal between the U.S. and China.
 

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Market Pulse

The Fed's Conundrum 

May 02, 2019 

The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron from the Global Fixed Income Team shares his views.
 

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Media Appearance

Michael Kushma on Bloomberg 

May 01, 2019 

Michael Kushma joined CNBC's Rick Santelli to discuss the Fed, interest rates and the global economy.
 

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Media Appearance

Jim Caron discusses the Fed on Bloomberg 

May 01, 2019 

The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron shares his views on Bloomberg.
 

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Market Outlook

1Q19 Review/Outlook: Global Fixed Income Opportunities 

Apr 30, 2019 

Global central banks look to extend the economic cycle not end it. Jim Caron reviews the first quarter and shares his outlook for the rest of 2019.
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: Value in the Eurozone 

Apr 30, 2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value in the Eurozone."
 

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Investment Focus

Debunking Six Myths About Climate Investing 

Apr 29, 2019 

AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
 

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Press Release

PE-backed XRI buys Fountain Quail Water Treatment 

Apr 24, 2019 

XRI Holdings, LLC (“XRI”), a leading water midstream company with owned infrastructure throughout the Permian Basin, announced today that it has acquired the water treatment and recycling division of Fountain Quail Energy Services, LLC (“Fountain Quail Water Treatment”). Fountain Quail Water Treatment is a leading produced water treatment, recycle, and reuse business with operations throughout the Permian Basin and other key producing basins across the United States.
 

Energy Partners Team - Insight Tile
 

Global Fixed Income Bulletin

Goldilocks Redux? 

Apr 17, 2019 

Optimism abounds that the markets are on the right path for 2019, and we agree! We believe easy monetary policy and lower real yields will support economies and lengthen the business cycle. The Global Fixed Income Team shares their views.
 

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Sustainability Insight

Engage - Spring 2019 

Apr 17, 2019 

The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
 

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Sustainability Insight

Compounding with a Conscience 

Apr 16, 2019 

The International Equity Team’s discusses its latest offering, Global Sustain, and why understanding ESG factors is essential for successful compounding.
 

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Global Equity Observer

In Search of a Late-Cycle Buffer 

Apr 12, 2019 

The International Equity Team asks: is it time to deploy a late-cycle buffer?
 

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Macro Insight

A Positive Outlook for Europe 

Apr 12, 2019 

Ric Ford, Head of Global Credit, shares his views on how reversing negative factors are creating a positive outlook for Europe and European credit.
 

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Sustainability Insight

Integrating ESG in Emerging Markets Investing 

Apr 04, 2019 

Vishal Gupta explains how ESG is integrated into the Emerging Markets Leaders investment process.
 

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Sustainability Insight

How to Select Sustainable Compounders 

Apr 03, 2019 

Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.
 

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Market Pulse

Fed Policy & China Stimulus to Prevail 

Apr 02, 2019 

Jim Caron explains why he believes the markets will be bolstered in the 2H19 by the U.S. Federal Reserve's current policy path and the stimulus being implemented in China.
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: Cyclical Assets Have Room to Outperform as Global Growth Recovers 

Mar 31, 2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Cyclical Assets Have Room to Outperform as Global Growth Recovers"
 

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Sustainability Insight

ESG Is Crucial to High-Quality Compounding 

Mar 27, 2019 

Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.
 

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Sustainability Insight

ESG Focus Adds Value For Our Clients 

Mar 27, 2019 

Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.
 

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Sustainability Insight

Being Principled, Without Sacrificing Return 

Mar 27, 2019 

William Lock explains why there is no need for compromise between returns and principles.
 

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Sustainability Insight

Holistic and Responsible Investing in a Rapidly Changing World 

Mar 27, 2019 

Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
 

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Sustainability Insight

Investing Wisely By Avoiding Permanent Destruction of Capital 

Mar 27, 2019 

Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.
 

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Global Fixed Income Insights

Beware Modern Monetary Theory: An Opinion on Risks 

Mar 27, 2019 

The increasingly popular narrative of modern monetary theory is causing people to question the Fed's monetary policy. Jim Caron discusses how applying this theory may have long-term economic risks.
 

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Global Fixed Income Bulletin

Where To From Here? 

Mar 20, 2019 

Central banks becoming more dovish, U.S.-China relations and Brexit have left uncertainty hanging over the markets. Where will we go from here? The Global Fixed Income team shares their views.
 

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Market Pulse

Learning What Patience Means 

Mar 20, 2019 

No rate hikes in 2019 and possibly one in 2020. Jim Caron shares his views following the March FOMC meeting.
 

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Market Outlook

On the Road Again: Fiscal Stimulus Around the World 

Mar 19, 2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Macro Insight

On the Road Again: Fiscal Stimulus Around the World 

Mar 19, 2019 

Major infrastructure programmes might be the key to reducing the risk of global recession and getting the economy “on the road again.”
 

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Market Outlook

Applied Equity Advisors March 2019 Commentary  

Mar 19, 2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
 

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Media Appearance

Jim Caron on CNBC's The Exchange 

Mar 14, 2019 

Jim Caron joined CNBC's The Exchange to discuss risks to the global economy and why investors should be paying attention to central banks. 
 

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GLOBAL EQUITY OBSERVER

When Management Gets “Strategic” 

Mar 13, 2019 

Find out why company management getting “strategic” is a red flag for the International Equity Team.
 

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Media Appearance

Andrew Slimmon on CNBC "Power Lunch" 

Mar 11, 2019 

Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.
 

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Sustainability Insight

ESG and Sustainable Investing Report 

Mar 07, 2019 

The Global Opportunity Team shares its new annual report on ESG engagement activity.
 

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Investment Insight

Machine Learning Is Changing the Game for the Next Generation of Consumer Borrowers 

Feb 28, 2019 

Ken Michlitsch, AIP Alternative Lending Group Portfolio Manager, interviews Upstart CEO David Girouard about the increasingly important role machine learning plays in the consumer lending process.
 

machine-learning
 

Global Multi-Asset Viewpoint

GMA Viewpoint: Australia Housing Bubble Starting to Deflate  

Feb 28, 2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Australia Housing Bubble Starting to Deflate "
 

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Market Outlook

Applied Equity Advisors February 2019 Commentary  

Feb 28, 2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
 

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Media Appearance

Brian Weinstein on Bloomberg 

Feb 28, 2019 

Brian Weinstein appeared on Bloomberg Daybreak: Americas to examine events impacting markets and the Fed.
 

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Macro Insight

A Case for Euro Aggregate Fixed Income Portfolios 

Feb 25, 2019 

The Global Fixed Income Team shares their views on why euro fixed income portfolios may be best handled by one overall portfolio manager.
 

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Media Appearance

Michael Kushma on Bloomberg 

Feb 25, 2019 

Michael Kushma appeared on Bloomberg Markets: The Open to discuss economic growth and U.S.-China relations.
 

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Media Appearance

Dennis Lynch featured in The Wall Street Journal’s 2018 Winners’ Circle 

Feb 21, 2019 

Dennis Lynch and two of his funds were highlighted in The Wall Street Journal’s 2018 Winners’ Circle. He cites the importance of striking a balance between a long-term ownership mindsight and adaptability.
 

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Global Fixed Income Bulletin

Why It's Different This Time 

Feb 20, 2019 

2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.
 

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Investment Focus

Secondaries v2.0: The Era of Transformation 

Feb 20, 2019 

What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.
 

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Global Equity Observer

Not Out of the Woods Yet 

Feb 20, 2019 

January brought better news, but beware straying from the high-quality path, warns the International Equity Team’s Bruno Paulson – we’re not out of the woods yet.
 

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Market Outlook

Three Climate Tipping Points Shaping Markets Today  

Feb 19, 2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Macro Insight

Three Climate Tipping Points Shaping Markets Today  

Feb 19, 2019 

Climate change is pushing us to reach political, social and economic “tipping points.” The MSIM GBaR team examines the implications for investors.
 

three-tipping-points
 

Media Appearance

Andrew Slimmon on CNBC 

Feb 07, 2019 

Andrew Slimmon appeared on CNBC to discuss GDP and the impact of news on the markets
 

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Macro Insight

An Introduction to Morgan Stanley's Private Infrastructure Platform 

Feb 05, 2019 

Morgan Stanley Infrastructure Partners invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.
 

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Global Multi-Asset Viewpoint

Secular Outlook for Bond Yields: Structurally Higher 

Jan 31, 2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".
 

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Media Appearance

Is a pullback possible? Sure 

Jan 23, 2019 

Andrew Slimmon appeared on CNBC to discuss market trends and a possible pullback.
 

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Market Outlook

4Q18 Review/Outlook: Global Fixed Income Opportunities 

Jan 23, 2019 

Jim Caron reviews the fourth quarter of 2018 and shares his outlook on how cash may be dethroned as king in 2019.
 

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Investment Insight

Conducting Due Diligence on Alternative Risk Premia 

Jan 22, 2019 

While alternative risk premia have existed for some time—and have long been used by hedge funds—they have only recently begun to be evaluated by a broad swath of investors. Given the growth of investor interest in this space, we thought it timely to share our insights on what constitutes effective due diligence.
 

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Global Fixed Income Bulletin

Brave New Year 

Jan 22, 2019 

With a turbulent end to 2018, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2019.
 

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Global Equity Observer

Multiples Are Down, Risks Are Not 

Jan 15, 2019 

Could falling earnings and a liquidity squeeze prove toxic to asset prices? Where to hide? Asks Morgan Stanley’s International Equity Team.
 

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Sustainability Council

About the Investment Management Sustainable Investing Council 

Jan 14, 2019 

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.
 

esg-brochure
 

Media Appearance

Kristian Heugh featured in Barron's: Taking Buffett Overseas  

Jan 14, 2019 

In a recent interview with Barron's, Kristian Heugh talks about the Morgan Stanley Investment Management International Opportunity Portfolio and how Warren Buffett has influenced his investment philosophy.
 

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Sustainability Insight

A Yield Focused ESG Approach 

Jan 07, 2019 

Can you incorporate ESG investing into a fixed income portfolio without giving up yield? The Global Fixed Income Team shares why they believe the answer is a resounding yes.
 

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Media Appearance

Jim Caron on CNBC's Santelli Exchange 

Jan 03, 2019 

Jim Caron joined CNBC's Santelli Exchange to discuss asset valuations, fundamentals and the underlying causes of the rising volatility across markets.
 

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Market Outlook

Applied Equity Advisors January 2019 Commentary  

Dec 31, 2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary
 

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Macro Insight

Indian Equity: An All-Weather Asset Class 

Dec 31, 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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Global Multi-Asset Viewpoint

GMA Viewpoint: Key Investment Themes Into 2019 

Dec 31, 2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Key Investment Themes Into 2019"
 

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Global Fixed Income Insights

2019 Convertibles Outlook: It's All Relative 

Dec 28, 2018 

Trying to figure out which asset class could become a break-out performer in 2019? The Convertible Bond Team discusses how convertible bonds can be a valuable portfolio diversification tool, amid higher rates and volatility next year.
 

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Global Fixed Income Insights

2019 Global Credit Outlook: Waiting for Godot 

Dec 21, 2018 

Is the market waiting for a recession in 2019 that won’t materialize? The Global Fixed Income Team shares how this view is helping them find attractive credit investment opportunities.
 

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Press Release

Vbrick Appoints Christian Rockwell as Chief Marketing Officer 

Dec 20, 2018 

Vbrick, a Morgan Stanley Expansion Capital portfolio company and the leader in enterprise video platform solutions, today announced that Christian Rockwell, an accomplished marketing executive for high-growth technology businesses, has been appointed as Chief Marketing Officer. In this role Rockwell will be responsible for marketing strategy and will lead the global marketing organization for the rapidly-growing company.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Market Outlook

2019 – To Neutral and Beyond? 

Dec 20, 2018 

As we look ahead to the new year, the key question for liquidity investors is what is the Federal Reserve’s neutral rate. This inferred rate will likely determine the path of interest rates in 2019 and beyond, as the Fed shifts their policy towards managing around neutral.
 

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Investment Insight

The EDGE: Automation/Robotics 

Dec 18, 2018 

Robots are disrupting several markets as improvements in sensors, software and grippers open a new era in robotics. MSIM’s Counterpoint Global team looks at this trend.
 

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GLOBAL EQUITY OBSERVER

In Praise of Tortoises…and Compounders 

Dec 17, 2018 

A fast-paced hare may seem the more enticing investment, but if your goals are long-term, then the tortoise is a better fit. Bruno Paulson talks compounders.
 

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Global Fixed Income Insights

Emerging Markets Look Forward to 2019 

Dec 17, 2018 

2018 was a challenging year for emerging markets, but the market may be setting up the asset class for a rebound in 2019. The Emerging Markets Debt Team discusses.
 

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Global Fixed Income Insights

Positive Outlook for Securitized Supported by Strong Consumer Credit Conditions 

Dec 17, 2018 

Strong consumer credit conditions are painting a positive outlook for securitized assets in the year ahead. The Securitized Asset Team discusses
 

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Sustainability Insight

ESG Scores: What are they good for? 

Dec 17, 2018 

Scoring funds on ESG criteria is common, but is it useful? Bruno Paulson shares his view.
 

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Market Outlook

Europe — forever the ugly duckling? 

Dec 17, 2018 

Morgan Stanley’s European Equity Team discusses whether there are reasons for optimism for investing in Europe in 2019.
 

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Sustainability Insight

Governance: Without It, All Else Fails 

Dec 14, 2018 

The higher the quality of a company, the more important its governance, says William Lock of Morgan Stanley.
 

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Global Fixed Income Bulletin

November's Blues 

Dec 14, 2018 

As the weather has cooled, so have the markets. The Global Fixed Income Team shares their outlook for investment opportunities in 2019.
 

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Press Release

Medsphere Closes $32 Million Financing Led by Morgan Stanley Expansion Capital 

Dec 13, 2018 

Medsphere Systems Corporation, the leading provider of affordable and interoperable healthcare information technology (IT) solutions and services, today announced the closing of $32 million in financing from Morgan Stanley Expansion Capital and East West Bank. The company will use the funds to address accelerating demand for Medsphere’s comprehensive suite of healthcare IT solutions and services, and for strategic acquisitions.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Sustainability Insight

The Value of Engagement: Understanding Management Quality  

Dec 13, 2018 

Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.
 

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Macro Insight

2019 Emerging Markets Outlook: After Tech Corrects, What Next? 

Dec 13, 2018 

What is in store for emerging markets after the mania for tech passes? The Global Emerging Markets Team shares their perspective.
 

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Press Release

Morgan Stanley Investment Management Raises Over $1.4 Billion for North Haven Tactical Value Fund 

Dec 12, 2018 

Morgan Stanley Investment Management announced it has raised over $1.4 billion for North Haven Tactical Value Fund LP and its related funds, significantly exceeding its original fundraising target. The Fund seeks to invest in private, long-term and often illiquid opportunities that are identified primarily by leveraging the global Morgan Stanley network and come from a wide range of asset classes, sectors and geographies.
 

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2019 Outlook

Dysfunction Junction? 

Dec 12, 2018 

Counterproductive government policies across markets have weakened the global economy. Many started with sound intentions, some outlived their usefulness and all were exacerbated by the trade war.
 

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Press Release

Morgan Stanley Capital Partners Completes Sale of Hojeij Branded Foods 

Dec 11, 2018 

Investment funds managed by Morgan Stanley Capital Partners (MSCP) today announced the sale of their majority interest in Hojeij Branded Foods (HBF), a leading North American airport food and beverage concessionaire, to Lagardère Travel Retail (Paris:MMB) for $330 million. MSCP acquired a majority stake in HBF from its founders in July 2015 in a transaction that valued the company at $155 million.
 

Capital Partners - Insight Tile
 

Global Fixed Income Insights

The Four C's for 2019: Caffeine, Credit, China & Chameleons 

Dec 10, 2018 

Will it be a soft, bumpy or hard landing from the highs of 2018? We believe the answer lies with four market challenges: caffeine, credit, china and chameleons.
 

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Investment Insight

2019 Market Outlook - Hedge Funds: Opportunities in Shifting and Volatile Markets 

Dec 09, 2018 

As quantitative easing ends, investors should prepare themselves for higher volatility. We believe hedge funds are well positioned to exploit opportunities in a way that other managers simply can’t.
 

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Media Appearance

Jim Caron on CNBC Squawk Box 

Dec 07, 2018 

Jim Caron joined CNBC's Squawk Box to discuss what could determine the Fed's next move.
 

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Investment Focus

Coworking, Friend or Foe? 

Dec 03, 2018 

In their latest paper, the Real Assets Research and Investing team investigate the impact of coworking on the office sector
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: The Case for Higher Gold Prices 

Nov 30, 2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Case for Higher Gold Prices ”
 

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Media Appearance

Michael Kushma on Bloomberg 

Nov 28, 2018 

Michael Kushma appeared on Bloomberg to discuss Chairman Powell's recent comments, the Fed and monetary policy.
 

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Press Release

PPC Flexible Packaging buys Temkin International 

Nov 27, 2018 

PPC Flexible Packaging, LLC, which is backed by Morgan Stanley Capital Partners and is a leading provider of custom flexible packaging for specialty food and healthcare markets, today announced the acquisition of Payson, Utah–based Temkin International.
 

Capital Partners - Insight Tile
 

Market Outlook

Applied Equity Advisors November 2018 Commentary 

Nov 27, 2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the November 2018 Monthly Commentary
 

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Media Appearance

Jim Caron on CNBC 

Nov 19, 2018 

Jim Caron joined CNBC's Rick Santelli to discuss quantitative easing and the three possible paths ahead for the Federal Reserve.
 

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GLOBAL EQUITY OBSERVER

(Trade) War – What is it good for? 

Nov 15, 2018 

(Trade) War – what is it good for? The International Equity Team evaluates.
 

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Global Fixed Income Bulletin

An October to Remember 

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

Samanage Raises $30M Series D Funding Round Led by Morgan Stanley Expansion Capital 

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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Visionary Integration Professionals Secures Morgan Stanley Investment 

Nov 08, 2018 

Visionary Integration Professionals (VIP) today announced an investment by Morgan Stanley Credit Partners. The new funding will further accelerate the growth of VIP and its wholly-owned subsidiary, Meridian Knowledge Solutions (Meridian), based in Reston, VA.
 

Credit Partners Team - Insight Tile
 

Press Release

Firms Unite as a Unified Market Leader: Ardurra Group 

Nov 05, 2018 

Ardurra-King, the 4th fastest growing Engineering firm in the country, has rebranded itself Ardurra Group, Inc. The firm consists of 3PL Consulting, AndersonPenna Partners, BCG Engineering, CTT Engineering, King Engineering Associates, PCA Global, Eco Consultants, and Stouten Cramer. We are also introducing our new tag line: Collaborate. Innovate. Create.
 

Credit Partners Team - Insight Tile
 

Press Release

Morgan Stanley Investment Management Raises Approximately $400 Million for Eighth Private Growth Equity Fund 

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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Market Pulse

Exploring the "Right-tail-risk": An Upside Surprise to Growth Expectations 

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

Neo4j Closes $80 Million in Series E Funding 

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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Media Appearance

Ruchir Sharma on CNBC 

Oct 31, 2018 

Ruchir Sharma appeared on CNBC to discuss the state of the U.S. economy and whether U.S. economic strength could enter a downturn.
 

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Market Outlook

Andrew Slimmon – Euphoria is Not Yet on the Horizon 

Oct 30, 2018 

Andrew Slimmon discusses the connection between euphoria, investor psychology and secular bull market cycles.
 

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Investment Insight

Managed Futures as a Crisis Risk Offset Strategy 

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

Applied Equity Advisors October 2018 Commentary  

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

Seeking Sustainability: Compounding and ESG 

Oct 18, 2018 

The International Equity Team explains why an ESG focus is essential for long-term compounding.
 

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Market Outlook

3Q18 Review/Outlook: Global Fixed Income Opportunities 

Oct 17, 2018 

Jim Caron provides his review of the third quarter of 2018 and his outlook on market opportunities.
 

gfio-3q18-review-outlook
 

Press Release

Morgan Stanley Investment Management Raises over $440 Million for North Haven Thai Private Equity 

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

Engage - Fall 2018 

Oct 12, 2018 

The inaugural edition of Engage, the International Equity Team’s new semi-annual update on their ESG engagement activity.
 

engage-sustainability-report
 

Market Pulse

What's Going on in the Markets: A Bond's Eye View 

Oct 11, 2018 

Jim Caron discusses the recent market volatility and how there is a mathematical explanation.
 

emerging-markets-debt-team
 

Investment Insight

Managed Futures—Beyond Trend Following 

Oct 10, 2018 

The managed futures industry has long been primarily associated with quantitative trend-following strategies. More recently, a new breed of managers has emerged who employ systematic, rules-based trading strategies that focus on quantitative analysis of fundamental, non-price data. These systematic macro strategies are not trend-following and are often called “quantamental.” In this paper, we’ll make the case that quantamental and trend-following strategies are complementary to one another and that a well-balanced, long-term allocation to managed futures should include both.
 

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Global Fixed Income Bulletin

Too Much of a Good Thing? 

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

Introduction to Alternative Risk Premia 

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.
 

Alternative-Risk-Premia-tile
 

Media Appearance

Ruchir Sharma on CNBC's Squawk Box 

Oct 08, 2018 

Ruchir Sharma appeared on CNBC's Squawk Box to discuss the state of emerging markets.
 

sharma-on-cnbc-20181009
 

Macro Insight

The U.S. Versus the Rest of the World: Divergence and Correction 

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

The U.S. Versus the Rest of the World: Divergence and Correction 

Oct 04, 2018 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Macro Insight

Different People: Human Capital Management and Diversity 

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.
 

Different-Tile
 

Media Appearance

Andrew Slimmon on CNBC 

Sep 28, 2018 

Andrew Slimmon appeared on CNBC to discuss the potential impact interest rates can have on equities.
 

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Media Appearance

Jim Caron on CNBC Squawk Box 

Sep 26, 2018 

Jim Caron appeared on CNBC to discuss the 10 year yield and his perspective on where rates are headed and what the Fed will do next.
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: EM FX Crisis Playbook  

Sep 25, 2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “EM FX Crisis Playbook”
 

GMA-Tile_Aug2017
 

Global Fixed Income Insights

The Case for Middle Market High-Yield Investing 

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

When Will the Cycle End? 

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

Is the Stress Systemic or Idiosyncratic? 

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.
 

Global-Fixed-Income-Bulletin_tile_v1
 

Global Equity Observer

Another Emerging Markets Wobble? 

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.
 

insight-GEO-8656888-2x1_tile
 

Media Appearance

Jim Caron on CNBC 

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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Market Outlook

Applied Equity Advisors September 2018 Commentary 

Sep 11, 2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the September 2018 Monthly Commentary.
 

five-ideas-aea-team
 

Macro Insight

The Beginning of a New Era in Fixed Income 

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

Global Macro - Why Now? 

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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Global Multi-Asset Viewpoint

GMA Viewpoint: The Eventual Turn of US Outperformance? 

Aug 31, 2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Eventual Turn of U.S. Outperformance?”
 

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Media Appearance

Trade worries weighing on international markets 

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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Strategic

The MSIFT Ultra-Short Income Portfolio: Adapting to Change 

Aug 30, 2018 

Jonas Kolk, CIO and Head of Portfolio Management for the Global Liquidity team, discusses changes happening in the markets and how his liquidity strategies, including the MSIFT Ultra-Short Income Portfolio, are able to adapt to changing market conditions.
 

usi-adapting-to-change
 

Macro Insight

How We’re Adapting to the Changing Markets 

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

Jim Caron on Bloomberg TV 

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

Jim Caron on Bloomberg TV 

Aug 29, 2018 

Jim Caron appeared on Bloomberg TV to discuss the potential market impact of a new Nafta trade agreement.
 

jim-caron-on-bloomberg-20180829
 

Press Release

Morgan Stanley Energy Partners and Catalyst Energy Services Announce Strategic Partnership 

Aug 20, 2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, and Midland, Texas-based Catalyst Energy Services LLC announced a strategic partnership whereby MSEP has made a majority equity investment in Catalyst to support the growth of the Company’s pressure pumping and other complementary services in premier U.S. oil and gas basins.
 

Energy Partners Team - Insight Tile
 

Media Appearance

Leadership Rotation But No Overall Sell Off 

Aug 19, 2018 

Andrew Slimmon discusses the current state of the markets on CNBC Closing Bell Exchange.
 

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Global Equity Observer

It’s All About The Earnings – The Long-Term Earnings 

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

Awaiting ‘Peak’ Trade Noise 

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.
 

Global-Fixed-Income-Bulletin_tile_v1
 

Macro Insight

Fixed Income: From the Fed to Blockchain 

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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Media Appearance

Ruchir Sharma on CNBC 

Aug 13, 2018 

Ruchir Sharma appeared on CNBC to discuss the economic situation in Turkey.
 

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Macro Insight

Sand in the Gears  

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

Sand in the Gears 

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.
 

goldsmith
 

Press Release

Morgan Stanley Alternative Investment Partners Raises $516 Million for Riverview Strategic Opportunities Fund III 

Aug 06, 2018 

Morgan Stanley Alternative Investment Partners, an investment team within Morgan Stanley Investment Management, has closed the unit’s latest investment fund, the Riverview Strategic Opportunities Fund III with over $500 million in commitments. The fundraise saw robust interest from both institutional and high net worth investors with the raise being completed within a few weeks. The Fund is an opportunistic hedge fund solution focused on hedge fund secondaries and co-investments.
 

AIP HF Strategic Opp - Insight Tile
 

Market Outlook

Applied Equity Advisors August 2018 Commentary 

Aug 02, 2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the August 2018 Mid-Month Commentary.
 

five-ideas-aea-team
 

Investment Insight

Discover Morgan Stanley Global Franchise 

Aug 01, 2018 

What does Morgan Stanley’s International Equity Team mean by high-quality global equities with strong intangible assets?
 

Global-Franchise-Video-2Q18
 

Market Outlook

Review/Outlook: Global Fixed Income Opportunities 

Jul 26, 2018 

Jim Caron provides his review of the second quarter of 2018 and his outlook on market opportunities.
 

gfio-2q-jim-caron
 

Connecting the Dots

India’s Generational Shift in Consumption and Debt 

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

The End of the World As We Know It? 

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

The Macro Trends Which Matter 

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

Jim Caron on CNBC 

Jul 12, 2018 

Jim Caron appeared on CNBC Santelli Exchange to discuss rising consumer prices and yield curve flattening.
 

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Global Fixed Income Insights

The Flattening Yield Curve: We're Not Too Worried 

Jul 09, 2018 

The Global Fixed Income Team discusses why the yield curve is flattening and why they are not overly worried about it.
 

the-flattening-yield-curve
 

Macro Insight

Shifting from Beta to Alpha 

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

A Dashboard Approach: Cutting Through the Noise of Confusing Macro Data 

Jul 01, 2018 

The Indian Equity team discuss the implications of macro data on portfolio construction and their stock picking approach.
 

insight-connecting-dots_sept_tile
 

Market Outlook

Applied Equity Advisors June 2018 Monthly Commentary 

Jun 30, 2018 

Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the June 2018 Monthly Commentary.
 

five-ideas-aea-team
 

Global Multi-Asset View Point

GMA Viewpoint: Renminbi: End of the Impossible Trinity? 

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

MSIM’s Dennis Lynch featured in Business Insider  

Jun 22, 2018 

Head of Counterpoint Global Team, Dennis Lynch, shares his best advice for one day conquering Wall Street.
 

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Press Release

Morgan Stanley Capital Partners Completes Investment in Comar 

Jun 19, 2018 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Comar Holding Company, LLC. MSCP partnered with the current management team, led by Michael Ruggieri, who will remain CEO and continue to drive organic and acquisition growth.
 

Capital Partners - Insight Tile
 

Press Release

Vbrick Closes $20 Million in Funding to Fuel Rapid Global Expansion of Enterprise Video 

Jun 19, 2018 

Vbrick, the leading provider of enterprise video software, today announced it has received $20 million in funding led by Morgan Stanley Expansion Capital, with participation from existing investors Acme Nova and Adams Capital. The funding will build upon the rapid adoption of Vbrick’s video platform into the enterprise market by accelerating the pace of innovation, growing sales and marketing, and fueling the company’s partner ecosystem.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Global Equity Observer

The Risk of Losing Money 

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

A Bumpy Ride 

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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Press Release

Cohesity Raises $250 Million in Funding Round Led by SoftBank Vision Fund 

Jun 11, 2018 

Cohesity, the leader of hyperconverged secondary storage, today announced it raised $250 million in an oversubscribed Series D funding round led by the SoftBank Vision Fund with strong participation from strategic investors Cisco Investments, Hewlett Packard Enterprise (HPE), and Morgan Stanley Expansion Capital. The investment is a testament to Cohesity’s leadership in transforming data center and cloud operations with web-scale simplicity for secondary data.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Morgan Stanley Energy Partners and Presidio Petroleum Announce Strategic Partnership 

Jun 01, 2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, and Fort Worth, Texas-based Presidio Investment Holdings LLC announced today a strategic partnership whereby MSEP has made a majority equity investment in Presidio Petroleum.
 

Energy Partners Team - Insight Tile
 

Global Multi-Asset View Point

GMA Viewpoint: Been Down So Long / It Seem Like Up To Me – May 2018  

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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Investment Insight

The EDGE: Blockchain 

May 15, 2018 

Counterpoint Global examines Blockchain, the technology behind it and its potential disruptive power.
 

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Press Release

Fusion Completes Private Placement of Common Stock Led by Morgan Stanley Credit Partners 

May 08, 2018 

Fusion (NASDAQ:FSNN), a leading provider of cloud services, announced today that on May 4, 2018, it closed a private placement (the “Private Placement”) of 1,523,811 shares of its common stock. The shares were priced at $5.25 per share for gross proceeds of $8.0 million. Proceeds from the Private Placement will be used by Fusion for general corporate purposes.
 

Credit Partners Team - Insight Tile
 

Press Release

Fusion Announces Closing of Birch Acquisition 

May 07, 2018 

Fusion (NASDAQ:FSNN), a Morgan Stanley Credit Partners portfolio company and a leading provider of cloud services, announced that on May 4, 2018, it closed its previously-announced acquisition of the Cloud and Business Services business of Birch Communications Holdings, Inc. The acquisition was completed through a merger of a wholly-owned subsidiary of Fusion with and into Birch.
 

Credit Partners Team - Insight Tile
 

Press Release

Concentra Analytics Completes a £41 Million Growth Equity Investment 

May 01, 2018 

Concentra Analytics, the creator of Software as a Service (“SaaS”) data solutions used to visualize, model and track business operations, today announced the completion of a £41 million growth equity investment led by One Peak Partners, with participation from co-investors Morgan Stanley Expansion Capital, Joseph Schull, Connected Capital, as well as existing shareholder, City Securities.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

VizExplorer Announces Strategic Investment by Morgan Stanley Expansion Capital 

Apr 17, 2018 

VizExplorer today announced that it has closed a strategic investment round by Morgan Stanley Expansion Capital. The investment will enable VizExplorer to scale business operations, enhance its analytics platform and deliver new solutions for additional verticals including manufacturing, entertainment venues and healthcare.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Instapage Raises $15M Series A Funding Round Led by Morgan Stanley Expansion Capital 

Apr 10, 2018 

Instapage, the landing page and post-click optimization solution for digital advertisers, has today announced a $15 million growth investment from Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. Investment funds will allow Instapage to accelerate the enterprise adoption of the Instapage post-click optimization solution, expedite platform development and expand sales and client service operations.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Brazos Midstream Agrees to Sell Delaware Basin Subsidiaries to Morgan Stanley Infrastructure for $1.75 Billion 

Apr 09, 2018 

Brazos Midstream Holdings, LLC ("Brazos" or the "Company") and its financial sponsor, Old Ironsides Energy, today announced they have entered into a definitive agreement to sell its Delaware Basin subsidiary companies to North Haven Infrastructure Partners II ("NHIP II") and related funds for approximately $1.75 billion in cash. Closing is expected in the second quarter of 2018 and is subject to customary approvals and closing conditions.
 

Infrastructure - Insight Tile
 

Press Release

Jana Small Finance Bank commences operations. To continue its focus on financial inclusion 

Mar 28, 2018 

Jana Small Finance Bank (formerly Janalakshmi Financial Services, India’s leading micro-finance company), a Morgan Stanley Private Equity Asia portfolio holding, announced commencement of its banking operations. To cover its extensive customer base, Jana Small Finance Bank will initially open 19 branches across 18 states and expand to 200 banking outlets including the 25% unbanked rural branches by June 2018.
 

PEAsia Team - Insight Tile
 

Press Release

Morgan Stanley Energy Partners Completes Investment in Specialized Desanders, Inc. 

Mar 21, 2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP) announced today that they have completed an investment in Specialized Desanders, Inc (SDI). MSEP is partnering with CEO Chris Hemstock and the current SDI management team to support the growth of the company's innovative oilfield equipment and services business across North America and internationally.
 

Energy Partners Team - Insight Tile
 

Press Release

Orthofix Announces Agreement to Acquire Spinal Kinetics 

Mar 15, 2018 

Orthofix International N.V. (NASDAQ:OFIX), a global medical device company backed by Morgan Stanley Expansion Capital and focused on musculoskeletal healing products and value-added services, today announced that it has entered into a definitive agreement to acquire Spinal Kinetics Inc., a privately held developer and manufacturer of artificial cervical and lumbar discs.
 

Expansion Capital Team - Private Credit - Insight Tile
 

Press Release

Fisher Container Launches Company Rebrand to PPC Flexible Packaging 

Feb 26, 2018 

Fisher Container Holdings, LLC, which is backed by Morgan Stanley Capital Partners and is a leading provider of custom flexible packaging for food and healthcare industries, today announced the rebranding of its subsidiaries Fisher Container, LLC and Packaging Products Corporation, LLC into the new entity PPC Flexible Packaging.
 

Capital Partners - Insight Tile
 

Press Release

Clinton Burgess Appointed CEO of CoAdvantage 

Feb 05, 2018 

CoAdvantage Corporation, a Morgan Stanley Capital Partners portfolio company and a leading national provider of strategic human resource solutions for small to mid-sized companies, today announced that Clinton Burgess has been appointed Chief Executive Officer of the combined CoAdvantage organization. Mr. Burgess assumes this role following his prior successful leadership as CEO of Progressive Employer Management Company (PEMCO), which merged with CoAdvantage in October 2017.
 

Capital Partners - Insight Tile
 

Press Release

Fisher Container Holdings, LLC Adds Industry Veteran Dan Donofrio to Management Team 

Feb 05, 2018 

Fisher Container, a portfolio company majority owned by investment funds managed by Morgan Stanley Capital Partners, today announced the addition of Dan Donofrio to its executive team as Chief Operations Officer.
 

Capital Partners - Insight Tile
 

Press Release

SMT (Sahajanand Medical Technologies) Raises INR 230 Crores of Equity Capital in a Round Led by a Fund Managed by Morgan Stanley Private Equity Asia 

Jan 12, 2018 

Sahajanand Medical Technologies, the leading manufacturer of cardiac stents in India, is pleased to announce that it has successfully raised equity to the tune of Rs. 230 crore in a funding round led by Morgan Stanley Private Equity Asia. Existing Investor Samara Capital also participated in the round.
 

PEAsia Team - Insight Tile
 

Press Release

Fund managed by Morgan Stanley PE Asia Invests Rs 152 crore in Manna Foods 

Jan 10, 2018 

A fund managed by Morgan Stanley Private Equity Asia has invested Rs 152 crore in Southern Health Foods, makers of the Manna Foods brand of natural health food products.
 

PEAsia Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity Asia, Profex and Korres Reach Investment Agreement 

Dec 27, 2017 

Investment funds managed by Morgan Stanley Private Equity Asia (collectively, “MSPEA”), part of Morgan Stanley Investment Management, Profex Inc. (“Profex”), a specialty distributor of dermo-cosmetic products in the People’s Republic of China and Giorgos Korres shareholder of KORRES S.A. NATURAL PRODUCTS (KORRES) announced an investment agreement.
 

PEAsia Team - Insight Tile
 

Press Release

Morgan Stanley Energy Partners and Durango Midstream Announce Strategic Partnership 

Nov 21, 2017 

Investment funds managed by Morgan Stanley Energy Partners (collectively, “MSEP”), part of Morgan Stanley Investment Management, and Houston, Texas-based Durango Investment Holdings LLC (“Durango Midstream” or the “Company”) announced today a strategic partnership whereby MSEP has made a majority equity investment in Durango Midstream to support the growth of the Company’s midstream businesses in the Midcontinent region of the United States.
 

Energy Partners Team - Insight Tile
 

Press Release

Tiff's Treats $25 Million Funding Round Led By Morgan Stanley Expansion Capital 

Nov 15, 2017 

Tiff’s Treats, the Austin-based company that created the warm cookie delivery concept, today announced a $25 million investment round led by investment funds managed by Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. The Series D investment will be used primarily to support further national expansion and continued investment in the company’s technology leading ordering and delivery platform.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Morgan Stanley Investment Management Raises over $275 Million for North Haven Expansion Credit 

Oct 11, 2017 

Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management, announces that it has closed on over $275 million of capital commitments for North Haven Expansion Credit LP and its related funds (collectively, “Expansion Credit” or the “Fund”), exceeding its fundraising target.
 

Expansion Capital Team - Private Credit - Insight Tile
 

Macro Insight

The Power of Compounders with William Lock 

Sep 27, 2017 

William Lock explains why he believes a company’s intangible assets are integral to achieving sustainably high returns.
 

william-lock-compounders
 

Press Release

Opera TV Unveils New Brand Identity and Latest Innovations at IBC 2017 

Sep 15, 2017 

Opera TV, a Morgan Stanley Credit Partners portfolio company and the global market leader in enabling OTT, today introduced its new brand identity, including a logo and website, meant to better illustrate the company’s mission to enable entertainment everywhere through extraordinary OTT products and services. Vewd will officially launch at IBC from September 15-19, where it will also showcase enhancements to its core technology and preview its latest breakthrough products.
 

Credit Partners Team - Insight Tile
 

Investment Insight

The EDGE: Autonomous Vehicles 

Aug 31, 2017 

The Counterpoint Global 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.
 

edge-autonomous-vehicle
 

Press Release

Fusion Announces Definitive Agreement to Acquire Birch Communications' Cloud and Business Services Business 

Aug 28, 2017 

Fusion (NASDAQ: FSNN), a Morgan Stanley Credit Partners portfolio company and a leading cloud services provider, announced that it has entered into a definitive agreement to acquire the Cloud and Business Services customers, operations and infrastructure of privately-held Birch Communications, which represents the majority of Birch's current revenues. The transaction is expected to close by the end of 2017.
 

Credit Partners Team - Insight Tile
 

Investment Insight

Fishing for Stocks in China 

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.
 

fishing-for-stocks-china-tile
 

Press Release

Fisher Container Completes Acquisition of Packaging Products Corporation in Partnership with MSCP 

Jun 04, 2017 

Fisher Container, a portfolio company majority owned by investment funds managed by Morgan Stanley Capital Partners, completes the acquisition of Packaging Products Corporation.
 

Capital Partners - Insight Tile
 

Press Release

Janalakshmi Financial Services receives ‘Operating Licence’ for Small Finance Bank 

Apr 29, 2017 

Janalakshmi Financial Services (JFS), a Morgan Stanley Private Equity Asia portfolio holding and India’s largest microfinance organization, today announced the receipt of final license from Reserve Bank of India (RBI) to set up Small Finance Bank. The Small Finance Bank will commence operations in the second quarter of the current financial year. JFS plans to set up 300 bank branches during the year covering the major locations in India.
 

PEAsia Team - Insight Tile
 

Investment Insight

The EDGE: Machine Learning 

Apr 28, 2017 

The Counterpoint Global Team examines machine learning, a new way to train computer systems to generate insights from data and apply those insights to new situations.
 

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Macro Insight

Quality Companies in Today’s Market Environment  

Apr 25, 2017 

Bruno Paulson explains why consumer staples performance is more about earnings than interest rates.
 

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Press Release

Morgan Stanley Capital Partners Completes Investment in Fisher Container 

Feb 03, 2017 

Morgan Stanley Capital Partners announces an investment in Fisher Container via a partnership with experienced plastics and packaging executive, Kevin Keneally, and the current Fisher management team to acquire the company.
 

Capital Partners - Insight Tile
 

Investment Insight

The EDGE: CRISPR 

Jan 31, 2017 

The Counterpoint Global Team analyzes clustered regularly interspaced short palindromic repeats (CRISPR), a tool for genetic research that could birth new industries and disrupt existing medical treatments.
 

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Press Release

MSIM Raises over $1.5 Billion for North Haven Capital Partners VI and Committed Co-investments 

Jan 09, 2017 

Morgan Stanley Capital Partners announces that it has raised over $1.5 billion for North Haven Capital Partners VI and its related funds and committed co-investments.
 

Capital Partners - Insight Tile
 

Sustainability 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.
 

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Press Release

Morgan Stanley Private Equity Completes Investment in 24 Seven 

Oct 05, 2016 

Morgan Stanley Private Equity announces an investment in 24 Seven, Inc., one of North America’s largest creative and digital human capital management firms.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Private Equity Completes Investment in Cadence Education 

Sep 06, 2016 

Morgan Stanley Private Equity announces an investment in Cadence Education, Inc., one of the United States’ leading providers of early childhood education.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Energy Partners and XRI Blue Announce Strategic Partnership 

Aug 23, 2016 

Morgan Stanley Energy Partners ("MSEP") and Midland, TX-based XRI Holdings, LLC (“XRI Blue”), announce a strategic partnership whereby MSEP has made a majority equity investment in XRI Blue.
 

Energy Partners Team - Insight Tile
 

Press Release

Morgan Stanley Global Private Equity Completes Investment in Pathway Partners 

Aug 22, 2016 

Morgan Stanley Capital Partners announces an investment in Pathway Partners Vet Holding LLC, a leading veterinary hospital owner and operator founded by Dr. Jasen Trautwein in Austin, TX and led by CEO Shawn McVey.
 

Capital Partners - Insight Tile
 

Press Release

MSIM Raises $3.6 Billion for its Second Global Infrastructure Fund and Assembles a $2.2 Billion Co-investment Club 

Mar 03, 2016 

Morgan Stanley Infrastructure Partners announces that it has raised $3.6 billion for North Haven Infrastructure Partners II (NHIP II).
 

Infrastructure - Insight Tile
 

Video

Global Opportunity: 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.
 

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Press Release

Morgan Stanley Global Private Equity Completes Majority Investment in CoAdvantage 

Oct 08, 2015 

Morgan Stanley Capital Partners announces the completion of a majority investment in CoAdvantage, Inc., one of North America’s largest professional employer organizations (PEOs).
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Southern Star Central Corp 

May 01, 2015 

Morgan Stanley Infrastructure Partners announces that it has agreed to sell Southern Star Central Corp. (Southern Star) to a consortium consisting of affiliates of GE Energy Financial Services and Caisse de dépôt et placement du Québec.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Madrileña Red de Gas 

Apr 22, 2015 

Morgan Stanley Infrastructure Partners announces the sale of Madrileña Red de Gas ("MRG") to a consortium formed by EDF Invest, Gingko Tree Investment Ltd, and Dutch pension fund manager PGGM.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Montreal Gateway Terminals 

Mar 06, 2015 

Morgan Stanley Infrastructure Partners announces an agreement to sell Montreal Gateway Terminals to a consortium led by Fiera Axium Infrastructure.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Global Private Equity Completes Sale of EmployBridge  

Feb 10, 2015 

Morgan Stanley Capital Partners announces the completion of the sale of its majority interest in EmployBridge, a leading provider of specialty staffing services, to The Select Family of Staffing Companies, a national provider of workforce management services.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Enters into Partnership with Respect to Strategic US Midstream Asset 

Sep 16, 2014 

Morgan Stanley Infrastructure Partners announces an agreement to acquire in stages co-control ownership of Eureka Hunter Holdings, LLC, a natural gas gathering system situated in the Marcellus and Utica shale basins in the Appalachian region of the United States.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Global Private Equity Completes Sale of Learning Care Group  

May 05, 2014 

Morgan Stanley Global Private Equity today announced it has completed the sale of its majority interest in Learning Care Group (U.S.) Inc.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Global Private Equity Completes the Sale of Zenith 

Mar 06, 2014 

Morgan Stanley Capital Partners announces the completion of the sale of its majority interest in Accelerate Acquisitions Limited, the parent company of Zenith, to HgCapital, a UK-based private equity fund.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Partners Acquires Full Ownership of Southern Star Central Corp. 

Aug 23, 2012 

Morgan Stanley Infrastructure Partners announces an increased ownership stake to 100 percent of the Common Equity of Southern Star Central Corp., parent company of Southern Star Central Gas Pipeline (Southern Star).
 

Infrastructure - Insight Tile
 

Press Release

Tianhe Chemicals Group Announces Strategic Partnership with Morgan Stanley Private Equity Asia 

Mar 21, 2012 

Morgan Stanley Private Equity Asia announces the closing of a strategic partnership with Tianhe Chemicals Group, a leading specialty chemicals company in China.
 

PEAsia Team - Insight Tile
 

Press Release

Morgan Stanley Credit Partners Completes Mezzanine Investment in BarrierSafe Solutions International 

Nov 15, 2011 

Morgan Stanley Credit Partners has provided a $46 million mezzanine loan to help finance the acquisition of BarrierSafe Solutions International (BarrierSafe) by Odyssey Investment Partners.
 

Credit Partners Team - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Its Interest in SAESA Group 

Nov 08, 2011 

Morgan Stanley Infrastructure Partners announces the sale of its 50 percent interest in SAESA Group, a Chilean electricity distribution, transmission and generation company, to Alberta Investment Management Corporation (AIMCo) of Canada.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Credit Partners Completes Mezzanine Investment in H.D. Vest 

Oct 18, 2011 

Morgan Stanley Credit Partners has provided a $43 million mezzanine loan to help finance the acquisition of H.D. Vest Financial Services by Parthenon Capital Partners and Lovell Minnick Partners.
 

Credit Partners Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity and Sterling Energy Company Announce Strategic Partnership 

Aug 11, 2011 

Morgan Stanley Private Equity and Denver-based Sterling Energy Company announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Sterling Energy.
 

Energy Partners Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity and Trinity CO2 Announce Strategic Partnership 

Sep 15, 2010 

Morgan Stanley Private Equity and the group of Trinity companies (“Trinity”) announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Trinity.
 

Energy Partners Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity To Acquire Majority Stake in Zenith Vehicle Contracts Group Limited 

Aug 13, 2010 

Morgan Stanley Capital Partners announces that is has agreed to acquire a 60 per cent stake in Zenith Vehicle Contracts Group Limited, a provider of vehicle outsourcing and management services to the UK corporate sector, from funds advised by Barclays Private Equity and Zenith management.
 

Capital Partners - Insight Tile
 

Press Release

Galp Energia and Morgan Stanley Infrastructure Acquire Certain of Gas Natural’s Gas Distribution Assets and Associated Gas Supply Activities 

Dec 19, 2009 

Galp Energia, SGPS, S.A. and Morgan Stanley Infrastructure Partners announces a definitive agreement to acquire jointly certain of the gas distribution and supply businesses in the region of Madrid from Gas Natural SDG, S.A.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Private Equity and Triana Energy Announce Second Partnership 

Jun 02, 2009 

Morgan Stanley Private Equity and Charleston, WV-based Triana Energy announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Triana Energy.
 

Energy Partners Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity Completes Acquisition of Majority Stake in Learning Care Group, Inc. 

Jun 26, 2008 

Morgan Stanley Capital Partners announces the completion of an agreement to acquire a 60 percent stake in Learning Care Group, the U.S. subsidiary of A.B.C. Learning Centres Limited (“ABC”).
 

Capital Partners - Insight Tile
 

Press Release

New Equity Partners for Breitenfeld AG 

Jun 17, 2008 

Morgan Stanley Capital Partners and BAST Investment Group agree to acquire an equity stake in Breitenfeld AG from the majority shareholders of the Austrian specialty steel producer, Fides Privatstiftung and Fortis Privatstiftung.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Private Equity to Acquire Tops Markets 

Oct 11, 2007 

Morgan Stanley Capital Partners announces that it will acquire Tops Markets, LLC (Tops) from Koninklijke Ahold, N.V. (Ahold). Tops operates under the banners of Tops Markets and Martin’s Super Food Stores.
 

Capital Partners - Insight Tile
 

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