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consilient-observer page
Consilient Observer  •  28-Feb-2024

Cost of Capital and Capital Allocation: Investment in the Era of “Easy Money” 

Michael Mauboussin, Dan Callahan
We examine the counterintuitive behavior of U.S. public companies in the recent regime of “easy money” marked by below-average interest rates.

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global-equity-observer page
Global Equity Observer  •  27-Feb-2024

Driving Quality 

Bruno Paulson, Alistair Corden-Lloyd
Compounding is a powerful force—but what tells us whether a company might be a high quality compounder? We focus on return on operating capital employed (ROOCE) and gross margins. Companies with high ROOCE typically have high-margin and asset-light operations, while high gross margins generally reflect pricing power. These attributes indicate to us which companies are worth looking at more closely, and where we ought to be spending our time evaluating franchise durability.

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big-picture video
Big Picture  •  26-Feb-2024

Big Picture: Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.

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Caron's Corner  •  20-Feb-2024  •  6:17 Min

When Will Rising Bond Yields Matter for Stocks? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Tales From the Emerging World  •  20-Feb-2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

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sustainable-investing page
Sustainable Investing  •  16-Feb-2024

ESG Update 

Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual update on integrating ESG within the investment process, the carbon intensity of the portfolios and company engagement activity.

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Global Fixed Income Bulletin  •  15-Feb-2024

Bonds Take a Breather? 

Broad Markets Fixed Income Team
After the bond market’s stunning fourth quarter performance it was not much of a surprise that bond yields went up. Where do they go from here? The Broad Market Fixed Income Team explores.

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Insight Article  •  15-Feb-2024

The Merits of Hedge Fund Co-Investments 

Jarrod Quigley
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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Takeaways & Key Expectations  •  08-Feb-2024

Equity Market Commentary - February 2024 

Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts as we commence 2024.

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opportunity-optimum page
Opportunity Optimum  •  07-Feb-2024

The India Opportunity 

Kristian Heugh, Anil Agarwal, Marc Fox, Emily Tsui
The Global Opportunity Team believes India offers an attractive hunting ground to find ideas that meet our criteria for long-term value creation and explains the broad areas where we see opportunities.

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beat page
Monatlich  •  06-Feb-2024

The BEAT - Februar 2024 

Nutzen Sie The BEAT als Enblick in die monatlichen Entwicklungen an den Märkten. Jede Ausgabe bietet Ihnen Ideen und Einblicke, die Ihnen zeigen, wie Sie das aktuelle Anlageumfeld meistern können.

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Caron's Corner  •  05-Feb-2024  •  5:48 Min

The BEAT Monthly: Our Top Four Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture page
Big Picture  •  05-Feb-2024

Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.

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Media Appearance  •  02-Feb-2024

See Laurel Durkay on CNBC's "The Exchange" discussing how REITs can benefit from AI 

Laurel Durkay
Sometimes overlooked, but a wildly important beneficiary of advancements in the adoption of artificial intelligence, is the data center real estate sector. In fact, Laurel calls now a “transformational moment” for data centers and reveals her top investment ideas for the space on CNBC’s "The Exchange."

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sustainable-investing engagement-report page
Engagement Report  •  02-Feb-2024

Engage Winter 2023 

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

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Insight Article  •  01-Feb-2024

Global Listed Real Estate: A Year in Review and Year-Ahead Outlook 

Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, provides thoughts on 2023 REIT performance, current opportunities, and how REITs may benefit from secular themes driving demand for real estate.

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Insight Article  •  01-Feb-2024

The Founder Advantage: Finding Alpha in Middle-Market Private Equity 

Aaron Sack, Patrick Whitehead
In the increasingly crowded private equity sector, we believe that the middle market can be a differentiated source of alpha—especially for companies with founder involvement. But we believe that generating alpha in the middle market requires a manager with specialized capabilities, a rigorous due diligence approach, and a proven playbook for creating value in the sector. Such expertise becomes even more crucial when partnering with entrepreneurs and business founders.

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Media Appearance  •  01-Feb-2024

Listen to Laurel Durkay discuss the currently compelling REIT valuations 

Laurel Durkay
Listen to Laurel Durkay, CFA, Morgan Stanley Investment Management Head of Global Listed Real Assets, discuss the compelling valuations that REITs currently offer on the Nareit REIT Report Podcast.

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consilient-observer page
Consilient Observer  •  30-Jän-2024

Increasing Returns: Identifying Forms of Increasing Returns and What Drives Them 

Michael Mauboussin, Dan Callahan
Understanding the five areas of micro and macroeconomics where increasing returns applies and show their relevance to investors.

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market-monitor page
Market Monitor  •  29-Jän-2024

Credit Market Monitor – Q4 2023 

Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.

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Caron's Corner  •  29-Jän-2024  •  6:10 Min

A Rate Cut Named Desire 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-equity-observer page
Global Equity Observer  •  29-Jän-2024

„Niemand hat auch nur die geringste Ahnung…“ außer anscheinend der Markt  

Bruno Paulson
Nach einem Jahr, das die Vermutung nahelegte, dass niemand so genau wusste, wohin die Reise geht, starten wir nun in das neue Jahr 2024 – mit triftigen Argumenten sowohl für Optimisten als auch für Pessimisten. Und obwohl wir nicht sicher sein können, wo die Weltwirtschaft innerhalb des Spektrums zwischen sonnig und bewölkt - zwischen Optimismus und Pessimismus - letztlich landen wird, preist der Markt derzeit eindeutig ein sonniges Ergebnis ein. In Kombination mit hohen Bewertungskennzahlen schafft dies eine unvorteilhafte Asymmetrie mit begrenztem Aufwärtspotenzial und reichlich Abwärtspotenzial. Der Trick besteht wie immer darin, an den robusten langfristigen Renditen festzuhalten, wenn die Märkte ins Schwanken geraten.

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Insight Video  •  29-Jän-2024

Resilience Matters 

International Equity
Resilience is the ability to adapt and recover quickly from difficulties. Hear what resilience means to our International Equity Team and how their high quality investment approach identifies resilient companies.

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Media Appearance  •  22-Jän-2024

Laurel Durkay on "Environmentally Focused Real Estate: Understanding the Investment Case," a FTSE Russell engagement via Citywire - Video 

Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, joined FTSE Russell’s Tony Campos, Head of Sustainable Investments Americas, and Ali Zaidi, Head of Real Assets Research, for a panel hosted by Citywire’s Ashley Lowe to discuss environmentally focused REITs and the role real estate investments can play in shaping a more sustainable future.

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sustainable-investing page
Sustainable Investing  •  19-Jän-2024

Fixed Income ESG Outlook 2024 

Barbara Calvi, Anuj Gulati, Rachel Smith
Despite a persistent challenging environment for fixed income investors, the Sustainable Bond market remained strong in 2023.

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path page
PATH  •  16-Jän-2024

Where do we go from here? 

Jim Caron
Our shift to a “Goldilocks” soft-landing view continues, supported by recent macro data releases, moderately slowing growth and rising confidence that inflation will move lower, allowing policy relief. Read why we believe this supports our view of maintaining positive equities.

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beat page
Annual  •  16-Jän-2024

The Beat – Unsere sieben Hauptthemen für 2024 

Das Anlageumfeld zu Beginn des Jahres 2024 unterscheidet sich stark von dem zu Beginn des letzten Jahres. Die Inflation scheint ihren Höchststand erreicht zu haben, die Zinsen werden wahrscheinlich sinken und ausgewogene Portfolios könnten wieder wie vorgesehen funktionieren. Zur Unterstützung der Portfolio Solutions Group präsentiert die Capital Markets Group unsere sieben Hauptthemen für 2024.

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Insight Article  •  16-Jän-2024

Digital (De)Dollarization? 

Andrew Peel, Digital Asset Markets
The U.S. dollar has been the prominent global currency for more than 80 years, but its dominance is coming under pressure in the face of evolving geopolitical shifts and increasing twin deficits in the United States. Digital assets such as bitcoin, stablecoins in addition to the promise of Central Bank Digital Currencies (CBDCs), have potential to significantly alter the currency landscape. These innovations, while still in their nascent stages, hold opportunities to both erode and reinforce the dollar’s hegemony in global finance, Andrew Peel of Digital Asset Markets explains.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  12-Jän-2024

And the Beat Goes On, But for How Long? 

Broad Markets Fixed Income Team
December’s stunning bond market performance was a fitting end to a roller-coaster year. Now comes the hard part. The Broad Markets Fixed Income team explains.

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market-monitor page
Market Monitor  •  08-Jän-2024

Floating-Rate Loan Market Monitor – Q4 2023 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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Market Alert  •  05-Jän-2024  •  5:59 Min

Market Alert with Andrew Slimmon 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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beat page
Market Monitor  •  04-Jän-2024

Market Monitor – January 2024 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Article Reprint  •  03-Jän-2024

Look Ahead 2024: Re-, near-, and friend- shoring points to a different logistics market 

Lauren Hochfelder
In this article, originally published by PERE, Lauren Hochfelder, co-chief executive officer for Morgan Stanley Real Estate Investing, says logistics will remain a favorite asset class. But she predicts there will be less of a rising tide lifting all boats now.

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Caron's Corner  •  02-Jän-2024  •  8:36 Min

A Pull-Back from the Pull-Forward? What to Watch Out for in 2024 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-equity-observer page
Global Equity Observer  •  28-Dez-2023

GLP-1: Die Last der Spekulation 

Nic Sochovsky, Helena Miles
GLP-1-Rezeptoragonisten werden als Revolution im Kampf gegen Adipositas gepriesen. In diesem Zusammenhang gelten die Medikamentenhersteller als unmittelbare Marktgewinner und Aktien aus den Bereichen der Medizintechnik und der amerikanischen Lebensmittel- und Getränkeindustrie als Verlierer. Das International Equity Team bleibt eigenen Angaben zufolge in Bezug auf die Folgen für seine Portfolios insgesamt zuversichtlich und ist der Meinung, dass die mittel- bis langfristigen Auswirkungen minimal sein dürften.

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Insight Article  •  28-Dez-2023

The New Normal: Higher-for-longer is likely and risk has a cost in a new regime 

Aaron Dunn, Brad Galko
We are in a new regime where “higher-for-longer” is likely and risk has a cost. We believe a diversified allocation is essential in this increasingly unpredictable environment. Our value philosophy focuses on quality, leading companies that are mispriced or misunderstood by the market and are trading at a discount to their intrinsic value.

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Caron's Corner  •  18-Dez-2023  •  7:32 Min

Where Do We Go From Here? Neutral May Be the New Defensive 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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consilient-observer page
Consilient Observer  •  13-Dez-2023

Pattern Recognition: Opportunities and Limits 

Michael Mauboussin, Dan Callahan
Explore the powers and perils of pattern recognition, which investors often credit. We define it, discuss when it works better, and offer ways to improve it.

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Insight Article  •  13-Dez-2023

What’s Next For Fixed Income Markets 

Fixed Income Team
The post-pandemic surge in yields represents a paradigm shift that is reshaping opportunities and risks across the fixed income landscape.

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Takeaways & Key Expectations  •  12-Dez-2023

Equity Market Commentary - December 2023 

Andrew Slimmon
In his December TAKE, Senior Portfolio Manager Andrew Slimmon shares a few lessons from 2023.

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Caron's Corner  •  11-Dez-2023  •  5:39 Min

Fed’s Making a List, Checking it Twice for a Policy Rate That’s Naughty or Nice? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Insight Article  •  11-Dez-2023

Perception Versus Reality in Listed Real Estate: More Than Meets the Eye 

Laurel Durkay
Commercial real estate has been navigating rising interest rates, macroeconomic uncertainty and stubborn inflation. In some cases, changes in how we live, work, and play are exacerbating problems. Yet we believe some macroeconomic dynamics are improving and there are opportunities in commercial real estate for investors who are willing to look more closely.

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beat page
Market Monitor  •  05-Dez-2023

Market Monitor – December 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Caron's Corner  •  04-Dez-2023  •  6:27 Min

Pulling Forward "the Boring," Making 2024 a Year for Balance 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  30-Nov-2023

Whiplash! 

Fixed Income Team
November was a bond market for the history books. Now, the question is, where to from here?

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global-equity-observer page
Global Equity Observer  •  27-Nov-2023

Vergütung der Geschäftsführung: „Wie die Anreize, so das Ergebnis.“ 

Bruno Paulson
Als langfristige Investoren präferieren wir in von uns gehaltenen Unternehmen Vergütungspläne, die langfristiges Denken statt kurzfristigem Opportunismus fördern. Wir bevorzugen Anreizsysteme, die die Unternehmensziele mit den Interessen der Aktionäre in Einklang bringen und auf vernünftigen und disziplinierten leistungsbezogenen Zielen basieren. Den Vergütungsprozess nehmen wir dabei sehr ernst. Wir verwenden unser eigenes Bewertungssystem „Pay X-Ray“ und orientieren uns an etablierten Grundsätzen, die auf 20 Jahren Erfahrung in der Diskussion mit Unternehmen über die Vergütung von Führungskräften fußen.

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Caron's Corner  •  20-Nov-2023  •  6:07 Min

2024: “Don’t Call it a Comeback” 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Tales From the Emerging World  •  17-Nov-2023

Oil: Unrestrained, Underappreciated and Underinvested 

Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.

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Insight Article  •  16-Nov-2023

An Update on Global Listed Infrastructure 

Global Listed Infrastructure Team
The long and short term outlook for global listed infrastructure (GLI) appears strong. GLI could benefit from a recessionary environment, as it has a history of outperforming global equities in challenging economic periods. Furthermore low volatility of earnings, stable cash flows and higher income component relative to global equities continue to be the key elements of the asset class. The MSIM Global Listed Infrastructure Team explores.

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path page
PATH  •  10-Nov-2023

Is the Fed losing patience? 

Jim Caron
With bond yields near 5%, US GDP coming in at 4.9% in 3Q and volatility increasing, we have reduced both risk and our duration underweight. We believe that the Fed may be losing patience and the risk of another hike is higher than reflected in current valuations.

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beat page
Market Monitor  •  06-Nov-2023

Market Monitor – November 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Caron's Corner  •  06-Nov-2023  •  6:31 Min

From the Big Bad Wolf to Goldilocks – Is it Different this Time? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Insight audio  •  02-Nov-2023  •  27:58 Min

Neha Champaneria Markle on Private Equity Fast Pitch Podcast 

Neha Champaneria Markle
Morgan Stanley Investment Management’s Head of Private Equity Solutions Neha Champaneria Markle joins Private Equity Fast Pitch’s Jeff Henningsen to talk about where she sees opportunity in the current environment, her team’s investment process, as well as her career trajectory and advice for those just starting out.

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sustainable-investing page
Sustainable Investing  •  01-Nov-2023

2023 Fixed Income Engagement Report 

Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income organisation provides details on how their investment teams are working with bond issuers on Environmental, Social, and Governance (ESG) issues to help generate better financial and sustainability outcomes.

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Caron's Corner  •  01-Nov-2023  •  6:23 Min

FOMC Recap: Is the Fed Focusing on Asset Prices Through Financial Conditions? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Insight Article  •  31-Okt-2023

Climate Change is Here… And So Is the Need to Embrace Sustainability in Real Estate 

Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.

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sustainable-investing calvert page
Calvert  •  31-Okt-2023

Calvert’s Approach to Investing in the Energy Transition 

Calvert Research and Management
The energy transition will be complex, but in our view it’s this complexity that creates a rich opportunity set for investors intent on making a positive global impact, in addition to pursuing solid financial returns.

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sustainable-investing calvert page
Calvert  •  31-Okt-2023

As Corporate DEI Performance Improves, Calvert’s Methodology for Evaluating DEI Issues Builds on Those Gains 

Calvert Research and Management
This paper discusses how as corporate DEI performance improves, Calvert refines its methodology to recognize those gains and promote improvement, thus helping to identify leaders and improvers. It discusses the Calvert Diversity, Equity and Inclusion Index Series and the strategies derived from them, and notes that Calvert’s DEI indexes have each outperformed their broad market benchmark since inception as of September 2023.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  31-Okt-2023

Another October Shocker: Déjà Vu? 

Fixed Income Team
Fixed income markets remain challenging, making it difficult to have a high degree of confidence about what will come in 2024. What does it mean for investors?

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Market Alert  •  31-Okt-2023  •  5:14 Min

Market Alert with Andrew Slimmon 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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global-equity-observer page
Global Equity Observer  •  30-Okt-2023

Geschlossene Systeme: Auch der späte Vogel fängt den (KI-)Wurm 

Bruno Paulson
Das International Equity Team ist davon überzeugt, dass es neben den ersten Gewinnern des KI-Goldrausches auch andere Unternehmen gibt, für die sich die Vorteile von generativer KI zwar noch entfalten, aber im Lauf der Zeit erheblich sein werden. Diese „Spätentwickler” werden nicht nur durch KI Wert schaffen, sondern haben auch die nötige Preissetzungsmacht, um von den daraus entstehenden Vorteilen zu profitieren. Diese Herausforderung ist in relativ geschlossenen Systemen (im Englischen sogenannte „Walled Gardens”) leichter zu bewältigen. Diese umfassen proprietäre Daten.

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Caron's Corner  •  30-Okt-2023  •  7:01 Min

Is the Fed Losing Patience and Is the Market Underpricing Another Rate Hike? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Insight Article  •  30-Okt-2023

The Opportune Time for Climate Growth Investing 

Vikram Raju, Jake Van Koevering
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, and Jake Van Koevering, Lead Investment Principal on the 1GT Team, discuss the opportunity in Private Equity climate growth investing.

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Market Monitor  •  26-Okt-2023

Credit Market Monitor – Q3 2023 

Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.

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Consilient Observer  •  24-Okt-2023

Total Shareholder Return: Linking The Drivers of Total Returns to Fundamentals 

Michael Mauboussin, Dan Callahan
We study the sources of total shareholder return (TSR) and tie them to underlying economic principles. This is useful to assess the prospective returns of a stock and to create a framework for flagging value traps. The analysis reveals that few investors in the stocks of companies that pay dividends earned the TSR and refutes the common belief that dividends contribute to capital accumulation. This framework gives investors a checklist of drivers and the tools to assess them.

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Tales From the Emerging World  •  24-Okt-2023

Navigating Emerging Markets Healthcare Trends 

Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.

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Insight Article  •  13-Okt-2023

Record Wide NAV discounts: Time to buy listed real estate? 

Laurel Durkay, Simon Robson Brown, Christopher Fremantle
Explore whether it is time to buy listed real estate stocks, given the near-record wide net asset value discounts, from the Global Listed Real Assets Team.

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Insight Article  •  11-Okt-2023

Clean Technology and the Paradox of Progress 

Jim Caron, Li Zhang, Kian Masters
Clean technology is critical for reaching net-zero, but its own sustainability risks should not be ignored. Read the latest from our Portfolio Solutions Group for their views on what these risks include and how to best mitigate them.

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Market Monitor  •  10-Okt-2023

Floating-Rate Loan Market Monitor – Q3 2023 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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Insight Article  •  09-Okt-2023

An Introduction to Alternative Lending 

Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

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Caron's Corner  •  09-Okt-2023  •  4:31 Min

Is it Finally Time to Get Long of Bonds? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Market Monitor  •  09-Okt-2023

Emerging Markets Debt Monitor – Q3 2023 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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Global Equity Observer  •  06-Okt-2023

Wie findet man Rohdiamanten? Auf der Suche nach Qualität im Finanzsektor 

Isabelle Mast
Der Finanzsektor ist ein Value-Sektor – typischerweise günstig bewertet, aber oft nicht sehr aufregend. Stimmt das eigentlich? Wir glauben, dass es durchaus vereinzelte qualitativ hochwertige Unternehmen im Finanzsektor gibt, die zudem hervorragende Kandidaten für unsere Portfolios sind. Gut geführte Unternehmen mit wichtigen immateriellen Vermögenswerten in bilanzschwachen Teilsektoren wie Börsen, Zahlungsverkehr und Versicherungen können die Kombination aus hohen Renditen, moderater Zyklizität und wiederkehrenden Erträgen bieten, an der wir interessiert sind.

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PATH  •  05-Okt-2023

Is the worst of the monetary policy behind us? 

Andrew Harmstone, Jim Caron
As equity markets fell for a second month and yields climbed to new heights, we remain aligned with our portfolios’ risk objectives while prioritizing diversification. See the implications of the Fed’s policies amid concerns of a potential recession.

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Market Monitor  •  04-Okt-2023

Market Monitor – October 2023 

Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.

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Resilience  •  03-Okt-2023

Long Short Equity Strategies: "Hedging" Your Bets 

Eric Stampfel
Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.

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Caron's Corner  •  02-Okt-2023  •  4:13 Min

Yields Up, Everything Else Down – How Does it End? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  30-Sep-2023

September Slump! A "Real" Story 

Fixed Income Team
After modest underperformance in August, bond yields across the world rose dramatically in September. Is it real? The Broad Market Fixed Income team explores.

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Calvert  •  30-Sep-2023

Reshaping Worker Expectations: From the Great Resignation to the Great Reshuffle 

Yija Chen
In this second paper of our 2023 gender diversity series, we examine changes in the makeup of the U.S. labor force and workforce that occurred partly because of the pandemic—in particular, the effects on women workers. We also explore these trends among other developed economies and offer perspectives on how companies can recruit and retain workers in this new era.

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Consilient Observer  •  26-Sep-2023

Trading Stages in the Company Life Cycle 

Michael Mauboussin, Dan Callahan
The life cycle captures the stages of a company’s existence, from birth to growth to maturation to decline. Knowing where a company is in its life cycle is helpful for assessing capital allocation, financing costs, governance, and valuation. In this report, we use the cash flow statement to place companies in the proper stage. We then show the average characteristics of companies in each stage, their rates of transition between stages, and the past shareholder returns of each transition cohort.

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Insight Video  •  22-Sep-2023

Listen to Vikram Raju ION Influencers Fireside Chat Series 

Vikram Raju
Morgan Stanley Investment Management’s Head of Climate Private Equity Investment Vikram Raju joins ION Analytics’ Giovanni Amodeo to talk about climate investing opportunities for the ION Influencers fireside chat series.

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Sustainable Investing  •  20-Sep-2023

Morgan Stanley’s Sustainable Finance Summit Digest 

Global Listed Real Assets Team
The recent 2023 Morgan Stanley Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate contemporary issues related to sustainability. Here is a compendium of the key takeaways.

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Caron's Corner  •  20-Sep-2023  •  9:43 Min

FOMC Recap: A Hawkish Fed - Good for Inflation but Bad for Markets? 

Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

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Insight Article  •  20-Sep-2023

The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy 

Steven Quattry
Given the challenges of achieving “net zero” through the current global energy mix, nuclear is expected to become a more favored alternative and play a key role in a coordinated global energy transition.

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Insight Video  •  15-Sep-2023

The Case for Stable Risk-Adjusted Returns - Video 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, discusses the benefits of investing in dynamic multi-asset strategies in today’s market environment.

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Takeaways & Key Expectations  •  13-Sep-2023

Equity Market Commentary - September 2023 

Andrew Slimmon
In his September TAKE, Senior Portfolio Manager Andrew Slimmon presents thoughts about what could be ahead for equities as the market heads into the last quarter of the year.

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Insight Article  •  13-Sep-2023

The MSIM Quantitative Credit Strategy Model 

Anton Heese and Matas Vala
Our proprietary MSIM Quantitative Credit Strategy model helps inform us about the relative attractiveness of key credit markets.

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Insight Video  •  12-Sep-2023

American Resilience 

International Equity
A portfolio of high quality, well managed American companies with something extraordinary – resilience. American Resilience. As strong as you are.

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Caron's Corner  •  11-Sep-2023