Einblicke

Filtern nach
Checked Icon Unchecked Icon Hover Icon Alle Sprachen
Checked Icon Unchecked Icon Hover Icon Englisch
Checked Icon Unchecked Icon Hover Icon Deutsch
+
Checked Icon Unchecked Icon Hover Icon Artikel
Checked Icon Unchecked Icon Hover Icon audio
Checked Icon Unchecked Icon Hover Icon Medienauftritt
Checked Icon Unchecked Icon Hover Icon Video
Checked Icon Unchecked Icon Hover Icon Webinar
+
Checked Icon Unchecked Icon Hover Icon Fonds für alternative Anlagen
Checked Icon Unchecked Icon Hover Icon Aktienfonds
Checked Icon Unchecked Icon Hover Icon Rentenfonds
Checked Icon Unchecked Icon Hover Icon Multi-Asset-Fonds
Checked Icon Unchecked Icon Hover Icon 2021 Outlooks
Checked Icon Unchecked Icon Hover Icon Caron’s Corner
Checked Icon Unchecked Icon Hover Icon Consilient Observer
Checked Icon Unchecked Icon Hover Icon Convergence
Checked Icon Unchecked Icon Hover Icon EDGE
Checked Icon Unchecked Icon Hover Icon Engagement Report
Checked Icon Unchecked Icon Hover Icon Global Equity Observer
Checked Icon Unchecked Icon Hover Icon Global Fixed Income Bulletin
Checked Icon Unchecked Icon Hover Icon Global Multi-Asset Viewpoint
Checked Icon Unchecked Icon Hover Icon Liquidity Watch
Checked Icon Unchecked Icon Hover Icon Market Pulse
Checked Icon Unchecked Icon Hover Icon PATH
Checked Icon Unchecked Icon Hover Icon Slimmon's TAKE
Checked Icon Unchecked Icon Hover Icon Market Alert
Checked Icon Unchecked Icon Hover Icon Takeaways & Key Expectations
Checked Icon Unchecked Icon Hover Icon Tales From the Emerging World
Checked Icon Unchecked Icon Hover Icon Widerstandskraft
Checked Icon Unchecked Icon Hover Icon Nachhaltiges Investieren
Checked Icon Unchecked Icon Hover Icon AIP Alternative Lending Group
Checked Icon Unchecked Icon Hover Icon AIP Hedge Fund Team
Checked Icon Unchecked Icon Hover Icon AIP Private Markets Team
Checked Icon Unchecked Icon Hover Icon Active International Allocation Team
Checked Icon Unchecked Icon Hover Icon Applied Equity Advisors Team
Checked Icon Unchecked Icon Hover Icon Counterpoint Global
Checked Icon Unchecked Icon Hover Icon Fixed Income Managed Solutions
Checked Icon Unchecked Icon Hover Icon Global Balanced Risk Control Team
Checked Icon Unchecked Icon Hover Icon Global Emerging Markets Team
Checked Icon Unchecked Icon Hover Icon Global Fixed Income Team
Checked Icon Unchecked Icon Hover Icon Global Liquidity Team
Checked Icon Unchecked Icon Hover Icon Global Multi-Asset Team
Checked Icon Unchecked Icon Hover Icon International Equity Team
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Capital Partners
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Energy Partners
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Expansion Capital
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Infrastructure Partners
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Private Credit
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Private Equity Asia
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Real Estate Investing
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Tactical Value Investing
Checked Icon Unchecked Icon Hover Icon Portfolio Solutions Group
+
Checked Icon Unchecked Icon Hover Icon Press Release
Checked Icon Unchecked Icon Hover Icon Alle
Checked Icon Unchecked Icon Hover Icon letzten Monat
Checked Icon Unchecked Icon Hover Icon letzten Quartal
Checked Icon Unchecked Icon Hover Icon vergangenes Jahr
market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  05-Mai-2021  •  4:54 Min

Five Reasons To Be Bullish on the American Consumer 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines her five reasons to have confidence in the American consumer.

Insight-activeinternationalallocationportfoliomarketcommentary-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  03-Mai-2021  •  8:30 Min

Strong Data Brings Inflation Risks – Should We Be Worried? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
real-assets Real Assets page
Media Appearance  •  03-Mai-2021

Back to the Future With the Energy Transition 

Chris Ortega
The outlook for renewable energy infrastructure in the U.S. has never looked more promising. Morgan Stanley Infrastructure Partners’ Chris Ortega discusses the importance of investing to support the whole value chain of technologies that will facilitate the transition away from carbon-intensive energy systems.

back-to-the-future-with-the-energy-transition-Insight-Tile-1x1
 
sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  30-Apr-2021

Engage Spring 2021 

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

9982224-Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  29-Apr-2021

A Strong Recovery in the Economy is Still Falling Short of Fed Objectives 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  28-Apr-2021  •  9:54 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

3398242_lynyak_Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  26-Apr-2021  •  7:56 Min

The Policy Clash Point? Worries of an Easy Fed Transitioning to Future Tightening may be Premature 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  23-Apr-2021

The More Things Change, the More they Stay the Same 

Global Fixed Income Team
Vaccination numbers are far better than anticipated, but, given market pricing and expectations, the strategy implications remain unchanged. GFIO Team explores.

10013493_GFI-Bulletin_Insight-Tile-1x1
 
engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  20-Apr-2021

ESG Progress and Outlook - 2021 Report 

Global Emerging Markets Team
The team shares their progress on ESG engagement in 2020, how they actively promoted better corporate behaviour, and their 2021 engagement priorities.

10003581-GEM-ESG-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  19-Apr-2021  •  9:16 Min

Twin Peaks: After Growth and Fiscal Spending Plateau, What Comes Next? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  15-Apr-2021

Developed Markets Leading the Charge 

Andrew Harmstone
Rapid vaccine rollouts, combined with stimulative policy, have made Developed Markets and particularly the US, leaders of the global recovery. Yet there are reasons to be cautious, as record levels of equity issuance and inflows create a tug-of-war.

GBaR-Media-Tile-1x1
 
consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  14-Apr-2021

Market-Expected Return on Investment 

Michael Mauboussin, Dan Callahan
This report describes market-expected return on investment (MEROI), which measures the return at which the present value of a company’s profits equals the present value of its investments. This allows executives and investors to see how high the bar is set. Measuring returns has become harder as investments have shifted from being mostly tangible to intangible. We gain a clearer view of returns and expectations by separating expenses and investments properly. We break new ground by connecting valuation and accounting.

insight-consilience-tile-1x1
 
fixed-income Fixed Income page
Insight Article  •  12-Apr-2021

What a difference a year makes: High yield opportunities in 2021 

Richard Lindquist, Jack Cimarosa
Amid improving economic data, declining defaults, and the relatively low level of nominal and real yields the Global High Yield Team explains why they believe high yield bonds remain one of the most appealing investment options available across Fixed Income.

10012750_High-yield-opportunities_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  12-Apr-2021  •  10:53 Min

Inflation Rising Sharply but Is it Anchored or De-anchored? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  07-Apr-2021

Brazil: Populism versus Commodities  

Ruchir Sharma
Will doubts about economic reform prevent Brazil from capitalizing on the nascent revival of commodity prices in emerging markets? Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.

10007600-Insight-Tile-1x1
 
sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  31-Mär-2021

ESG in Sovereign Fixed Income Investing: Identifying Opportunities, Correcting Biases 

Soledad Lopez, Navindu Katugampola, Barbara Calvi
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.

9921373_ESG_Insight-Tile-1x1
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  31-Mär-2021

Will the Bond Bear Kill the Equity Bull? 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Will the Bond Bear Kill the Equity Bull?"

insight-tile-GMA-Viewpoint
 
active-fundamental-equity Active Fundamental Equity page
Insight-Artikel  •  31-Mär-2021

Auf der Suche nach Erträgen: Income Investing auf die richtige Art 

Richard Perrott, Bruno Paulson
Das International Equity Team untersucht wie Anleger im aktuellen Marktumfeld verlässliche Erträge erzielen können.

IE-Global-Brands-Equity-Income-Insight-Tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-Mär-2021

Die Vorteile großer Marken im Digitalzeitalter 

Nic Sochovsky
Hat das Internet nicht gleiche Wettbewerbschancen für große und kleine Marken geschaffen? Nic Sochovsky vom International Equity Team untersucht, warum große Unternehmen ihre Marktmacht im Digitalzeitalter beibehalten.

10002300_Big-brands-in-a-digital-age_Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Insight Video  •  30-Mär-2021

Meet The Managers: In search of high quality compounders 

Nic Sochovsky
Nic Sochovsky, Portfolio Manager of the International Equity team, shares his views on what is high quality and where the team finds high quality companies. He also talks about the ESG process in the MS INVF Global Sustain Fund and its outlook and current positioning.

10012667-Tile-Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  30-Mär-2021  •  8:42 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

3398242_lynyak_Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  29-Mär-2021  •  6:21 Min

After the U.S. in Q1, Where Is the Next Big Growth Surprise? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
active-fundamental-equity Active Fundamental Equity page
Insight-Artikel  •  25-Mär-2021

Warum Emerging Markets Leaders gerade jetzt? 

Vishal Gupta
Für Anleger die auf der Suche nach einem risikoadjustierten Wachstumsansatz für Schwellenländer sind, ist der Emerging Markets Leaders ein idealer Wegweiser, sagt Portfoliomanager Vishal Gupta.

GEM-Emerging-Markets-Leaders-Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  22-Mär-2021

Have We Reached ‘‘Peak Surprise” for 2021? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  21-Mär-2021

ESG Investing: Living in a Material World 

Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results? As Leslie Delany of the Applied Equity Advisors team explains, the answer is a resounding yes. The key is materiality.

9999012_Web Assets_Insight-Tile-1x1
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  19-Mär-2021

How to Select Sustainable Compounders 

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

Fossil spiral shell in stone
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  19-Mär-2021

In the Search for Yield, Alternative Lending Delivers 

Kenneth Michlitsch
Consumer borrowers demonstrated fundamental resilience in 2020, which validated fintech-driven alternative lending’s long-term value proposition in our view.

9995050-Tile-1x1
 
path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  18-Mär-2021

Markets jitter, but economy on track 

Andrew Harmstone
The prospect of inflation, rising interest rates and investor exuberance are making markets jittery. Yet economic recovery appears to be on track. Andrew Harmstone and his team discuss what this means for their portfolios.

GBaR-Media-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  18-Mär-2021

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

Kenneth Michlitsch
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
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  17-Mär-2021

Equity Market Commentary - March 2021 

Andrew Slimmon
In his March TAKE, Andrew Slimmon addresses three timely questions that currently puzzle investors about opportunities in the equity market and potential ways to put additional funds to work.

tile-1x1-slimmons-take
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  17-Mär-2021

Investing Wisely By Avoiding Permanent Destruction of Capital 

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

9525865-Jill-Ytuarte-Tile-with-play
Insight thumbnail video icon
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  16-Mär-2021  •  10:22 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

3398242_lynyak_Insight-Tile-1x1
Insight thumbnail audio icon
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Mär-2021

A Tantrum, or the Return to Fair Value? 

Global Fixed Income Team
It’s all about the economy. According to the Global Fixed Income Team, the outlook for fixed income, more than ever, is about the trajectory of the economy and policymakers’ attitude towards it.

9996322_GFI-Bulletin_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  15-Mär-2021  •  7:05 Min

The Fed: Waiting For (the) Go-Dot 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  15-Mär-2021

Holistic and Responsible Investing in a Rapidly Changing World 

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

9525865-Laura-Bottega-Tile-with-play
Insight thumbnail video icon
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  12-Mär-2021

"Undiscovered" Secondary Markets 

Jarrod Quigley
Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.

9979044-insight-tile-1x1
 
active-fundamental-equity Active Fundamental Equity video
Insight-Video  •  11-Mär-2021  •  4:29 Min

Emerging Markets Leaders Q&A 

Vishal Gupta, Steve Sun
In diesem Video erklären Portfoliomanager und Portfoliospezialist der Emerging Markets Leaders Strategie wie sie Anlagemöglichkeiten finden, warum Makrotrends wichtig sind, in welchen Ländern sie investierbare Unternehmen sehen und wann ihrer Meinung nach der richtige Zeitpunkt für Investitionen ist.

9937121-Vishal-Gupta-Web_Tile_1x1
Insight thumbnail video icon
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  10-Mär-2021

ESG Is Crucial to High-Quality Compounding 

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

9525865-Bruno-Paulson-Tile-with-play
Insight thumbnail video icon
 
tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  09-Mär-2021

Why the Housing Boom Has Legs 

Ruchir Sharma
The pandemic has been full of surprises for global markets, none more unexpected than the housing boom. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explores.

9990640-Insight-Tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  09-Mär-2021

Insta-Engagement 

Bruno Paulson, Laura Bottega
Bruno Paulson arbeitet seit mehr als 20 Jahren mit Managementteams und Vorständen verschiedener Unternehmen zusammen. Er erklärt, warum das International Equity Team es vorzieht, auf dem Weg zur vollständigen Implementierung von ESG-Standards keinem starren Schema zu folgen, sondern mit den Unternehmen ein relevantes, sinnvolles und langfristiges Engagement einzugehen.

9978234_GEO-Insta-engagement_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Market Pulse  •  08-Mär-2021  •  7:24 Min

Bond Yields Are Actually Low, Not High 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

carons-corner-Insight-Tile-1x1
Insight thumbnail audio icon
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  08-Mär-2021

ESG Focus Adds Value For Our Clients 

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

9525865-Vladimir-Demine-Tile-with-play
Insight thumbnail video icon
 
real-assets Real Assets pdf
Media Appearance  •  07-Mär-2021

Crain's Notable Women on Wall Street 

Morgan Stanley Real Estate Investing
Cindy Dishmey, head of Data Strategy for Investment Management’s Global Real Assets group, named in Crain’s 2021 Notable Women on Wall Street list.

10002174_Insight-Tile-1x1
 
sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  03-Mär-2021

Being Principled, Without Sacrificing Return 

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

9525865-William-Lock-Tile-with-play
Insight thumbnail video icon
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  02-Mär-2021  •  16:47 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

3398242_lynyak_Insight-Tile-1x1
Insight thumbnail audio icon
 
real-assets Real Assets page
Media Appearance  •  01-Mär-2021

The Future Is Digital 

Yacine Saidji, John Watson
Digital infrastructure has earned its stripes as an essential service during the pandemic. That will have significant implications for the future of the asset class, say Morgan Stanley Infrastructure Partners’ Yacine Saidji and John Watson

9991321_Insight-Index-Tile
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  01-Mär-2021  •  8:53 Min

There’s a Thin Line Between Easy and Tight Policy 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Nachhaltiges Investieren  •  25-Feb-2021

Der wesentliche Risikoindikator: Ein eigenes Verfahren zur Bewertung von ESG-Risiken und -Chancen 

Vladimir Demine, Nathan Wong
Wie können ESG-Unternehmensrisiken und -chancen konsistent und vergleichbar erfasst werden? Das International Equity Team erläutert den wesentlichen Risikoindikator.

9981376_Material-Risk-Indicator_Insight-Tile-1x1
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  24-Feb-2021

Equity Market Commentary - February 2021 

Andrew Slimmon
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.

tile-1x1-slimmons-take
 
sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  24-Feb-2021

Assess, Engage, Perform: The Value of ESG Integration within High Yield 

Sarah Harrison, Navindu Katugampola, Barbara Calvi
Integrating ESG considerations into the high yield market presents both challenges and opportunities for investors. The Global Fixed Income team provides tangible examples of how their ever-evolving ESG framework has helped contribute to both alpha generation and risk mitigation in the last year.

9980012_Value-of-ESG-Integration_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  22-Feb-2021  •  10:22 Min

Clearing Initial Hurdles on the Track to Recovery 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  20-Feb-2021

What’s in Store for Real Rates in the U.S.? 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What’s in Store for Real Rates in the U.S.?"

insight-tile-GMA-Viewpoint
 
sustainable-investing path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  16-Feb-2021

Socially Divided 

Andrew Harmstone
The struggles of workers during the COVID-19 pandemic have brought into sharp focus long-standing social issues that affect every sector of the economy. The Global Balanced Risk Control Team looks at the investment implications.

9967693_Socially-Divided_Insight-Tile-2x2
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  16-Feb-2021  •  8:04 Min

Rising Yields v Sustainable Growth: What Tips the Scales? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
Convergence  •  16-Feb-2021

Culture Quant Framework 

Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.

9951488-Tile-1x1
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Feb-2021

Alea iacta est ('the die is cast') 

Global Fixed Income Team
We want to own those areas that can withstand further macro/virus volatility and higher yields but have enough yield/spread to offer reasonable 2021 returns.

9979535_GFI-Bulletin_Insight-Tile-1x1
 
sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  12-Feb-2021

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.

GO-GlboalOpp-Tile
 
active-fundamental-equity Active Fundamental Equity audio
Insight audio  •  12-Feb-2021  •  6:31 Min

Emerging Market Allocation: How Much to Own? 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, reviews three key approaches to answer the most popular question her team gets asked – "How much should we invest in EM?"

9969495_How-Much-To-Own_Insight-Tile-1x1
Insight thumbnail audio icon
 
active-fundamental-equity Active Fundamental Equity audio
Insight audio  •  12-Feb-2021  •  5:43 Min

Why We Believe Emerging Markets Are Poised for a Comeback 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines four trends she believes will lead to an EM comeback in the next five to ten years.

9969495_How-Much-To-Own_Insight-Tile-1x1
Insight thumbnail audio icon
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  10-Feb-2021

The Rise 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.

9572052-Tile
 
tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  09-Feb-2021

Why Crypto Is Coming Out of the Shadows 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.

9975382-insight-tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  09-Feb-2021

All we are saying is give EAFE a chance 

Bruno Paulson
Bruno Paulson suggests reasons to believe it may be possible for EAFE to “out-earn” the U.S. in 2021 and beyond.

9966966_All-we-are-saying_Insight-Tile-2x2
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  08-Feb-2021

Emerging Market Allocations: How Much to Own? 

Global Emerging Markets Team
The Global Emerging Markets Team argues that most investors own far less in EM than logical allocation models recommend, and are poised to miss an EM comeback.

9969495_How-Much-To-Own_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  08-Feb-2021  •  9:04 Min

Some Like it Hotter: The Inflation Debate Between Janet Yellen and Larry Summers 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  04-Feb-2021

A Low Carbon Tilt to Global Multi-Asset Investing  

Andrew Harmstone, Li Zhang, Christian Goldsmith
Not many multi-asset funds can say they invest with an eye toward the Paris Agreement’s objective of limiting global warming to 1.5° C. But the Global Balanced Sustainable Fund does just that.

9949261_9949261_Low-Carbon-Tilt_Insight-Tile-1x1
 
page
Insight Article  •  01-Feb-2021

Press Release to the Announcement pursuant to Section 14 para. 3 sentence 1 no. 2 of the German Securities Acquisition and Takeover Act (Wertpapiererwerbs- und Übernahmegesetz – WpÜG)  

As of today, the offer document for the voluntary public takeover offer (cash offer) of Kublai GmbH, Frankfurt am Main, Germany, an affiliate of funds managed and advised by Morgan Stanley Infrastructure Inc., to the shareholders of Tele Columbus AG, Berlin, Germany, for the acquisition of their registered no-par-value shares in Tele Columbus AG (ISIN DE000TCAG172) as well as its non-binding English convenience translation are available for distribution free of charge at BNP Paribas Securities Services S.C.A., Frankfurt Branch, Europa-Allee 12, 60327 Frankfurt am Main, Germany.

9902111-Insight-Tile-1x1
 
market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  01-Feb-2021  •  5:01 Min

Market Alert with Andrew Slimmon: Volatile Markets Can Create Opportunities. Have a Plan. 

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.

Audio-Page-Tile
Insight thumbnail audio icon
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  01-Feb-2021  •  7:11 Min

Despite Some Volatility, We Are Sticking With Our Reflation Thesis 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-Jan-2021

Avoiding losing money in equities 

Bruno Paulson
For earnings that can hold up in tough times, the International Equity Team explains why they advocate for high quality compounders.

9966969_Avoiding-losing-money_Insight-Tile-1x1
 
2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  26-Jan-2021

Promising Signs for Securitized Products 

Gregory Finck
The impacts of COVID-19 on risk and performance across securitized sectors have varied significantly. Yet, the Securitized Fixed Income team believes the market has reasonably adjusted credit spreads to reflect current risk profiles making a promising outlook for securitized assets in 2021.

9961613_Securitized-Products_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  25-Jan-2021

The Market Expects a Q2 Boom; The Virus Might Think Otherwise 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  20-Jan-2021

Seeking Value in European High Yield 

Sarah Harrison, Shane McNamara
A closer look at the European High Yield sector reveals an improvement in quality over the long-term. Read why the Global Fixed Income team believes there is a compelling case to be made for investing in this sector in 2021.

9960968_European-High-Yield_Insight-Tile-1x1
 
2021-outlooks real-assets Real Assets page
2021 Outlooks  •  19-Jan-2021

2021 Global Real Estate Outlook: Recovery, Re-Pricing and Reflationary Fundamentals 

Morgan Stanley Real Estate Investing
The uneven nature of the depth and timing of the expected economic recovery means more differentiated real estate investing opportunities. Morgan Stanley Real Assets Investing provide investors with an insight into what the new real estate cycle being ushered in may bring.

9958565_Recovery_Insight-Tile-1x1
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  19-Jan-2021  •  7:06 Min

The Biden Stimulus Package Takes Center Stage  

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  15-Jan-2021

Market Timing in Private Investments 

Portfolio Solutions Group
In this paper, the PSG Team analyzes whether GPs have been able time the market and increase investments in favorable years. The team concludes that GPs have not historically taken advantage of market timing and thus investors should increase their commitments in order to obtain the desired exposure to investments at favorable valuations.

9954448_Market-Timing_Insight-Tile-1x1
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  15-Jan-2021

Emerging Markets: Poised for a Multi-Year Upcycle 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Emerging Markets: Poised for a Multi-Year Upcycle"

insight-tile-GMA-Viewpoint
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Jan-2021

Everything’s Changed… Nothing’s Changed: Extraordinary Returns in an Extraordinary Year 

Global Fixed Income Team
Our Global Fixed Income team discuss an extraordinary 2020 and argue that monetary and fiscal policy will play a critical role in asset performance in 2021.

9962421_GFI_Bulletin_Insight-Tile-1x1
 
2021-outlooks tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  12-Jan-2021

The Top Ten Trends of 2021 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, unveils his top ten trends of 2021.

9959275-Insight-Tile-1x1
 
2021-outlooks active-fundamental-equity Active Fundamental Equity video
2021 Outlooks  •  12-Jan-2021

2021 60 Second Market Outlook: Ruchir Sharma - Emerging Markets Equity Team  

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, outlines the three primary reasons why markets rallied in 2020 despite economic turmoil.

9969784_Web_Tile_1x1
Insight thumbnail video icon
 
2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  11-Jan-2021

Today’s Hedge Funds: Solutions to a 60/40 Problem 

Mark van der Zwan
With risk markets near historical highs and rates near zero, return expectations for traditional 60% equity /40% bond (60/40) portfolios are at the lowest level they’ve been in more than ten years. Against this backdrop, we see renewed interest in hedge funds, particularly in strategies that have evolved to complement 60/40 risk in very specific ways. Four strategies worth highlighting are high active risk, opportunistic investments, alternative yield and risk mitigation.

TBD_Solutions-to-a-6040-Problem_Insight-Tile-1x1
 
2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  11-Jan-2021

Now It Gets Tougher 

Andrew Slimmon
Though we expect 2021 to be an overall good year for equities, we should anticipate a tougher road ahead, with a lot more volatility. Hear more from Andrew Slimmon, Head of our Applied Equity Advisors Team.

9954910_Now-It-Gets-Tougher_Insight-Tile-1x1 copy
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  11-Jan-2021  •  7:35 Min

How High Can Yields Rise Before it Spells Trouble? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  11-Jan-2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

3398242_lynyak_Insight-Tile-1x1
Insight thumbnail audio icon
 
2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2021 Outlooks  •  11-Jan-2021

2021 60 Second Market Outlook: Andrew Slimmon - Applied Equity Advisors Team 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, provides a 60 second overview of why he believes that 2021 will be an overall good year for equities, but we should anticipate a tougher road ahead, with a lot more volatility.

9968712_Web_Tile_1x1
Insight thumbnail video icon
 
2021-outlooks path solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  10-Jan-2021

The Haze of Uncertainty Is Lifting 

Andrew Harmstone
Economic uncertainty wrought by COVID-19 and U.S. politics is dissipating. Our Global Balanced Risk Control Team discusses several likely growth catalysts in 2021 and what they mean for our positioning.

9952857_Haze_Insight-Tile-1x1
 
2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2021 Outlooks  •  10-Jan-2021

2021 60 Second Market Outlook: Andrew Harmstone - Global Balanced Risk Control Team 

Andrew Harmstone
Economic uncertainty wrought by COVID-19 and U.S. politics is dissipating. Andrew Harmstone, Head of the Global Balanced Risk Control Team, discusses several likely growth catalysts in 2021 and what they mean for our positioning.

9952857_Haze_Insight-Tile-1x1
Insight thumbnail video icon
 
2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  05-Jan-2021

2021 Credit Outlook: Buy the Vaccine Reflation, Sell Expectations of a Policy Reversal 

Global Fixed Income Team
The Global Credit team believes the global economy is primed for a strong 2021 with Central Banks happy to run easy policy even when inflation starts to rise, politicians committed to growth policies and corporates focused on investment to take advantage of the fiscal drive and low cost of debt.

9957856_Credit-Outlook_Insight-Tile-1x1_no_reprint
 
2021-outlooks fixed-income Fixed Income video
2021 Outlooks  •  05-Jan-2021

2021 60 Second Market Outlook: Global Credit 

Richard Ford
Richard Ford, Portfolio Manager, Global Head of Credit, provides a 60 second overview of why the team believes that the global economy is primed for a strong 2021.

9968750_Web_Tile_1x1
Insight thumbnail video icon
 
fixed-income Fixed Income page
Webinar  •  05-Jan-2021

Webinar: The Case for Investing in Euro Short Duration Fixed Income 

Richard Class
Richard Class, portfolio manager on the Global Fixed Income team talks about the rule of Short Duration Fixed Income Funds against the backdrop of low-interest rate environment.

9959598_RC-393x348
 
2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  04-Jan-2021

Rolling With the Punches: Why Investors Should Consider Convertibles in 2021  

Tom Wills
2020 will go down as an awful year in history, but as investors it is always important to look for opportunities created by major events. Tom Wills, Lead Portfolio Manager for Convertible Bonds, explains why amidst all of the devastation of 2020, convertible bonds thrived.

article_rollingwiththepunches_1x1_Insight_Tile
 
carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  04-Jan-2021  •  7:25 Min

Yields Are Low, But Fixed Income Opportunities Exist if You Know Where to Look 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.