Our flagship publication, the Morgan Stanley Investment Management Journal, compiles the latest and best thinking of investment professionals throughout our organization.

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In this issue of the Journal:

Christian Derold and Alistair Corden-Lloyd of the International Equity team discuss a new approach to global quality investing.

Jerome Baesel, Jose Gonzales-Heres, Ping Chen, and Steven Shin of Alternative Investment Partners investigate the effect of equity market cross-sectional correlation on the alpha characteristics of hedge fund strategies.

Tim Drinkall of the Global Emerging Markets Equity team discusses the case for frontier markets in today’s environment despite some of the challenges that the asset class may face.

Jim Caron of the Global Fixed Income team analyzes the opportunity for fixed income investing in a world of rising rates.

Amay Hattangadi and Swanand Kelkar of the Global Emerging Markets Equity team explore the potential impact of falling energy costs on India’s economy.

Tom Wills of the Global Fixed Income team presents a case for the consideration of convertibles when designing an optimal portfolio strategy.

Ruchir Sharma of the Global Emerging Markets Equity team provides a special adaptation of the epilogue from his paperback version of Breakout Nations that addresses the U.S.’s opportunity as the “breakout nation” of the developed world.