Einblicke

 
 
Perspektiven zur Nachhaltigkeit
ESG-Bilanz: Ein Unterscheidungsmerkmal bei Unternehmen
 

Christian Goldsmith erklärt, wie sich die Bilanz eines Unternehmens in den Bereichen Umwelt, Soziales und Unternehmensführung (ESG) auf dessen Reputation, Risikoprofil und Rendite auswirkt.

Perspektiven zur Nachhaltigkeit
Nachhaltigkeit als Ziel
 
William Lock erörtert, wie eine von seinem Team angewandte Strategie die Buffet-Philosophie in eine langfristig erfolgreiche globale Anlagestrategie eingebunden hat.
Perspektiven zur Nachhaltigkeit
ESG und die Nachhaltigkeit von Wettbewerbsvorteilen
 

Die ESG-Faktoren sind essenziell bei der Beurteilung der Qualität eines Unternehmens. Ein ganzheitlicher Nachhaltigkeitsansatz kann dazu beitragen, Risiken zu minimieren und Chancen zu erkennen, die Wettbewerbsvorteile versprechen.

Investment Insight
Navigating the 2018 Fixed Income Markets
 
Jim Caron reviews how politics, regulation and policy have become more dominant factors in driving asset prices, and how we may need a new way to value assets.
 
 
 
 

Media Appearance

MSIM’s Dennis Lynch featured in Business Insider  

Jun 11, 2018 

Head of Growth Investing, Dennis Lynch, delves into two companies that recently captured his attention.
 
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Market Outlook

Both Sides, Now: The Disruptive Power of Energy Efficiency 

Jun 01, 2018 

The global shift towards energy efficiency has the potential to disrupt virtually every sector, increasing productivity, improving corporate earnings and spurring capital investment.
 
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Global Fixed Income Insights

Emerging Markets: Don't Judge a Book by its Aggregates 

May 21, 2018 

The Emerging Markets Debt Team addresses some of economist Carmen Reinhart's recent statements as well as other popular misconceptions about emerging markets.
 
View PDF

 

Investment Insight

Quantamental investing: The future is now 

May 18, 2018 

Applied Equity Advisors combines factor investing with stock-specific research. Tapping both sources of excess returns helps us achieve greater consistency of returns and avoid behavioral pitfalls.
 
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Global Equity Observer

Die Preismacht von Basiskonsumgüterunternehmen 

May 17, 2018 

Verfügen Basiskonsumgüterunternehmen noch über Preismacht? Ja, sagt unser International Equity Team, diese gut investierten Kapitalvermehrer verfügen immer noch über Preismacht.
 
Leggi l'articolo completo

 

Anlageeinblicke

The EDGE: Blockchain 

May 15, 2018 

Das Growth Team beschäftigt sich mit Blockchain, der Technologie hinter Kryptowährungen und ihrem disruptiven Potenzial.
 
Weiterlesen

 

Media Appearance

MSIM’s Dennis Lynch featured in Business Insider  

May 13, 2018 

Business Insider selected MSIM’s Head of Growth Investing, Dennis Lynch, to engage in a series of exclusive interviews.  The first of which describes how his team’s edge begins with one word: Temperament.
 
Read More

 

Global Fixed Income Bulletin

Es kommt immer anders, als man denkt 

May 11, 2018 

Das Global Fixed Income Team diskutiert, inwiefern die Märkte im April eine bestimmte Spanne einhielten, neue (bessere oder schlechtere) Wirtschaftsdaten jedoch Prognoseänderungen erfordern könnten.
 
Weiterlesen

 

Investment Focus

AIP Hedge Fund Solutions – Quarterly Review and Outlook 

May 07, 2018 

Chris Morser, Head of AIP's Hedge Fund Solutions Team, reviews the performance of hedge fund strategies in the first quarter of 2018
 
View Video 

 

Media Appearance

Morgan Stanley Fund Sticks with Asian Stocks, Thanks to Warren Buffet 

May 04, 2018 

In an exclusive interview with Bloomberg, Kristian Heugh explains why he and his team remain steadfast on the opportunities for bottom-up stock pickers in Asia, and believers in the Warren Buffett-inspired strategy that’s helped them stay ahead of peers.
 
View PDF

 

Global Fixed Income Bulletin

Dunkle Wolken ziehen auf 

May 03, 2018 

Das Global Fixed Income Team diskutiert den Übergang von idealen Marktbedingungen im Januar zu nun drohenden Handelskrieg, steigenden kurzfristigen Zinsen und einbrechenden FANG-Aktien im März.
 
Weiterlesen

 

Tales from the Emerging World

Why Wall Street Has the Jitters 

May 01, 2018 

The Global Emerging Markets Team examines the reason for recent market jitters, and debates whether Trump’s latest threats really have an impact.
 
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Market Outlook

Kein Krieg – nur der Kuschelkurs ist vorbei 

May 01, 2018 

Wir halten das Geplänkel rund um Zölle zwischen den USA und China eher für eine Verhandlungstaktik als für den Beginn eines Handelskrieges. Für Investoren, die um die Volatilität „herum“ handeln können, bieten sich Chancen.
 
Weiterlesen

 

Investment Insight

GMA View Point - Navigating Higher Inflation: An Empirically-Based Multi-Asset Approach 

Apr 30, 2018 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Navigating Higher Inflation: An Empirically-Based Multi-Asset Approach.”
 
View PDF

 

Media Appearance

Selective China share investing can offset the risks of an opaque market 

Apr 29, 2018 

In an interview with Hong Kong's South China Morning Post, China A Share portfolio manager, Gary Cheung describes how companies that offer services to China's growing middle class, along with tourism and environmental technology are areas where growth prospects can be easily seen.
 
Read More

 

GLOBAL EQUITY OBSERVER

Den Weg des Kapitalaufbaus unbeirrt fortsetzen 

Apr 25, 2018 

Das International Equity Team begrüßt die Rückkehr der Marktvolatilität und legt nahe, dass die relative Sicherheit hochwertiger Unternehmen nicht mit hohen Kosten verbunden ist.
 
Weiterlesen

 

Market Outlook

Implications of Tax Reform on the Commercial Real Estate Industry 

Apr 24, 2018 

MSIM's Real Assets Research & Strategy team discusses the impacts the Tax Cuts and Jobs Bill may have at the macro level and on the various sectors of the commercial real estate industry
 
Read More

 

Market Outlook

Applied Equity Advisors March 2018 Commentary 

Apr 24, 2018 

Andrew Slimmon, head of the Applied Equity Advisor's team, discusses his market views in the March 2018 Monthly Commentary.
 
View PDF

 

Market Outlook

Review/Outlook: Global Fixed Income Opportunities 

Apr 20, 2018 

Jim Caron provides his review of the first quarter of 2018 and his outlook on market opportunities.
 
View Video 

 

Market Outlook

Konvergenz der Konjunkturdaten  

Apr 17, 2018 

Aufgrund der verbesserten Weltwirtschaft nähern sich Schwellenländer den Industrieländern. Haupttreiber sind angemessene Bewertungen und Risikoprämien in Verbindung mit einer stabilen Inflation.
 
Video anzeigen 

 

Market Outlook

Konvergenz der Konjunkturdaten 

Apr 06, 2018 

Aufgrund der verbesserten Weltwirtschaft nähern sich Schwellenländer den Industrieländern. Haupttreiber sind angemessene Bewertungen und Risikoprämien in Verbindung mit einer stabilen Inflation.
 
Weiterlesen

 

Investment Insight

GMA View Point - Regime Shift: The End of Free Money 

Mar 31, 2018 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Regime Shift: The End of Free Money.”
 
View PDF

 

Connecting the Dots

Portfolio Underperformance: Symptoms and Hacks 

Mar 28, 2018 

An inescapable fact of being a relative return fund manager is that performance is measured relative to a benchmark index. Our Indian Equity team reveal the tell-tale symptoms of underperformance and how to contend with it.
 
View PDF

 

Macro Insight

Indian Equity: An All-Weather Asset Class 

Mar 26, 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.
 
View PDF

 

Anlageeinblicke

Im Ausland anlegen mit dem International Equity Team von Morgan Stanley 

Mar 23, 2018 

Das International Equity Team skizziert seine Strategie für Investitionen in entwickelte Auslandsmärkte, wobei es hochwertige Compounder mit Value-Opportunitäten kombiniert.
 
Weiterlesen

 

Investment Insight

Investing Overseas with Morgan Stanley’s International Equity Team 

Mar 23, 2018 

The International Equity Team outlines their strategy for investing in developed foreign markets; combining High Quality Compounders with Value Opportunities.
 
Read More

 

Investment Insight

Media Appearance - Kristian Heugh: Investment Clarity in A Clamorous World 

Mar 23, 2018 

Having won two coveted titles from Benchmark – House Award and Manager of the Year, Kristian Heugh shed lights on his investment approach to see clarity in a rapidly evolving global market.
 
View PDF

 

ANLAGEEINBLICKE

Kopf an Kopf: Global Franchise und Global Quality 

Mar 21, 2018 

Laura Bottega, Teil des International Equity Teams, stellt Portfolio Manager Bruno Paulson einige aktuelle Fragen über die Global Franchise und Global Quality Strategien..
 
Weiterlesen

 

Investment Insight

Head to Head: Global Franchise and Global Quality 

Mar 21, 2018 

The International Equity Team’s Laura Bottega poses some topical questions about the team's Global Franchise and Global Quality Strategies to portfolio manager Bruno Paulson.
 
Read More

 

GLOBAL EQUITY OBSERVER

Die Illusion der Liquidität 

Mar 21, 2018 

Eine Liquiditätskrise könnte schmerzvoll sein, aber auch potenzielle Anlagechancen eröffnen, so Dirk Hoffmann-Becking vom International Equity Team.
 
Weiterlesen

 

Global Fixed Income Bulletin

Es ist kompliziert … 

Mar 15, 2018 

Das Global Fixed Income Team erläutert, inwiefern das gegenwärtige Marktumfeld kompliziert ist und vermutet, dass es im weiteren Verlauf turbulenter zugehen wird als im letzten Jahr, wobei sich die positiven fundamentalen Wachstumsfaktoren dennoch durchsetzen dürften.
 
Weiterlesen

 

Media Appearance

Market Overreaction to Cohn's Exit 

Mar 08, 2018 

Jim Caron appeared on Bloomberg to discuss what he sees as the markets overreaction to Gary Cohn's exit.
 
Read More

 

Investment Insight

GMA View Point - The Case for a U.S. Dollar Rally 

Feb 28, 2018 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: "The Case for a U.S. Dollar Rally."
 
View PDF

 

Market Outlook

Das Ende der langfristigen Stagnation 

Feb 28, 2018 

Die deutliche Marktkorrektur im Februar zeigte, dass sich unsere Prognose bewahrheitete und Inflation und Volatilität für Überraschungen sorgten. Wir beurteilen, was dies für den Rest des Jahres 2018 bedeuten könnte, da die Anleger ein anhaltendes weltweites Wirtschaftswachstum und das wahrscheinliche Ziel einer säkularen Stagnation erwarten können.
 
Weiterlesen

 

February 2018 Commentary

Applied Equity Advisors February 2018 Monthly Commentary 

Feb 28, 2018 

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

 

Media Appearance

Powell’s Testimony and Where the Markets May Be Headed 

Feb 28, 2018 

Jim Caron appeared on Bloomberg to discuss volatility, markets and Federal Reserve Chairman Jerome Powell’s testimony to Congress.
 
Read More

 

Investment Insight

Conducting Due Diligence on Alternative Risk Premia 

Feb 20, 2018 

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.
 
View PDF

 

Global Fixed Income Bulletin

Finding a New Range and Speed of Adjustment 

Feb 14, 2018 

The Global Fixed Income team discusses how the low-rate, low-volatility environment may be coming to an end and how the new range and speed of adjustment for yields may be key to market performance.
 
Read More

 

Global Equity Observer

Tauziehen zwischen Bulle und Bär 

Feb 13, 2018 

Angesichts der Marktturbulenzen im Februar kommentiert das International Equity Team das anhaltende Tauziehen zwischen Bulle und Bär: globales Wachstum auf der einen, Geldpolitik und politische Risiken auf der anderen Seite.
 
Weiterlesen

 

Investment Insight

GMA View Point - A New Hope: From Stagnation to Growth in South Africa 

Jan 31, 2018 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “A New Hope: From Stagnation to Growth in South Africa”
 
View PDF

 

Manager F&A

Buffett und globale Aktien: Qualität auf ein höheres Niveau bringen 

Jan 15, 2018 

Warren Buffett ist sowohl als Pionier und Paradebeispiel des langfristigen Investierens bekannt, wird bewundert und beobachtet – aber interessanterweise werden seine Methoden selten von institutionellen Aktienfondsmanagern übernommen.
 
Weiterlesen

 

2018 Mid-Month Market Commentary

Applied Equity Advisors January 2018 Mid-Month Market Commentary  

Jan 15, 2018 

Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the January 2018 Mid-Month Market Commentary.
 
View PDF

 

Connecting the Dots

The Futility of Asking "Where Is the Market Headed?" 

Jan 11, 2018 

Swanand believes India is one of the few places in the world that is a fertile ground for bottom-up work and has the potential to reward the patient stock picker.
 
View PDF

 

Market Outlook

Outlook: Global Fixed Income Opportunities 

Jan 11, 2018 

Jim Caron provides his outlook for 2018 and offers his insights into how the active management style of the Global Fixed Income Opportunities fund can take advantage of market trends.
 
View Video 

 

Global Fixed Income Bulletin

2018 - A Focus on Alpha 

Jan 09, 2018 

The Global Fixed Income team provides their outlook for global fixed income in 2018 and how a focus on alpha is likely to be a large driving force of performance.
 
Read More

 

Market Outlook

An Emerging Markets Approach to ESG 

Jan 05, 2018 

The Global Emerging Markets Team discusses emerging markets (EM) and the approach they use to incorporate environmental, social, and governance (ESG) factors into their process for picking sustainable countries and companies to invest in.
 
View PDF

 

Media Appearance

Jim Caron on CNBC 

Jan 04, 2018 

Jim Caron discusses the difference between tightening and increasing interest rates with CNBC’s Rick Santelli.
 
Read More

 

Market Outlook

Applied Equity Advisors 2018 Equity Market Outlook Commentary  

Jan 02, 2018 

Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the 2018 Equity Market Outlook commentary.
 
View PDF

 

Investment Insight

Consider a Systematic Investment to Balance the Emotion in a Portfolio 

Jan 01, 2018 

The field of behavioral finance has shown that emotions and past experience play a role in our investment decisions. Even professional money managers are subject to emotional decision making and subconscious biases. Being aware of this and constructing mitigating safeguards is critical for both professional money management and individual investing. In this paper, Morgan Stanley Investment Management’s Managed Futures Team offers suggestions to help investors reduce emotionalism when investing.
 
View PDF

 

Market Outlook

The Markets - A Review 

Dec 31, 2017 

Morgan Stanley’s European Equity Team discusses whether it is time to become more bearish in 2018.
 
Read More

 

GLOBAL EQUITY OBSERVER

2018: Augen auf! 

Dec 31, 2017 

Das International Equity Team reflektiert über 2017 und diskutiert, wieso es sich in 2018 verstärkt mit dem Risiko auseinandersetzen, und wieso es weiterhin auf hochqualitative Unternehmen setzen wird.
 
Weiterlesen

 

MAKRO EINBLICKE

2018: Ein Jahr voller Überraschungen 

Dec 31, 2017 

Drei mögliche Überraschungen für Investoren sind auf unserem Radar für 2018: eine geldpolitische Überraschung; eine Inflationsüberraschung; und eine Volatilitätsüberraschung. Da die Weltwirtschaft mit vollem Dampf läuft, ist der Markt möglicherweise nicht vollständig auf Sie vorbereitet.
 
Read More

 

Investment Insight

GMA View Point - After Goldilocks in 2017, the Great Reversal in 2018? 

Dec 31, 2017 

MSIM's Global Multi-Asset Team discusses their investment views in the latest viewpoint: "After Goldilocks in 2017, the Great Reversal in 2018?"
 
View PDF

 

Global Fixed Income Insights

2018 Emerging Markets Debt Outlook 

Dec 18, 2017 

The Emerging Markets Debt Team discusses their outlook for the 2018 and why there is a case for medium-term optimism.
 
View PDF

 

Global Fixed Income Bulletin

What Can Derail the Carry Trade? 

Dec 13, 2017 

The Global Fixed Income team discusses how even though markets have run a long way, and future returns are likely to be more modest, the current environment is likely to continue in 2018.
 
Read More

 

MARKET OUTLOOK

2018 Outlook - Is Goldilocks set to continue? 

Dec 13, 2017 

Morgan Stanley’s European Equity Team discusses its outlook for the European equity asset class in 2018.
 
Read More

 

GLOBAL FIXED INCOME INSIGHTS

Navigating the 2018 Fixed Income Markets 

Dec 08, 2017 

Jim Caron reviews how politics, regulation and policy have become more dominant factors in driving asset prices, and how we may need a new way to value assets.
 
View PDF

 

Global Fixed Income Insights

Fed and ECB Meetings: Consensus and 2019 Surprises 

Dec 08, 2017 

Jim Caron discusses the key takeaways from the U.S. Federal Reserve and European Central Bank recent meetings.
 
View PDF

 

Market Outlook

The Markets - A Review 

Nov 30, 2017 

Morgan Stanley’s European Equity Team discusses fiscal policy and inflation trends within the European market landscape.
 
Read More

 

Investment Insight

GMA View Point - China Cyclical Downturn in 2018 

Nov 30, 2017 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “China Cyclical Downturn in 2018."
 
View PDF

 

SUSTAINABILITY INSIGHT

Seeking Sustainability 

Nov 30, 2017 

William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long standing, successful global investment strategy.
 
Read More

 

Perspektiven zur Nachhaltigkeit

Nachhaltigkeit als Ziel 

Nov 30, 2017 

William Lock erörtert, wie eine von seinem Team angewandte Strategie die Buffet-Philosophie in eine langfristig erfolgreiche globale Anlagestrategie eingebunden hat.
 
Weiterlesen

 

Market Outlook

The Third Arrow: Governance 

Nov 30, 2017 

Behind the scenes, Japan’s corporate governance reform has been hitting the mark, leading to higher Return on Equity. Europe’s governance scores have also improved, while the U.S. shows some notable exceptions.
 
Read More

 

GLOBAL EQUITY OBSERVER

A Quality Guide to Governance 

Nov 29, 2017 

The International Equity Team explains why capable company management is key, and why they believe good governance is even more important in high-quality companies.
 
Read More

 

Global Fixed Income Bulletin

Time to Be More Selective 

Nov 06, 2017 

The Global Fixed Income team discusses how it may be time to be more selective in the fixed income markets and how security selection will be important.
 
Read More

 

Investment Insight

5 Big Disruptive Trends Investors Should Watch 

Nov 03, 2017 

Interested in the long-term investment opportunities that might arise from disruption? Watch these emerging trends in the coming decade, says the MSIM Growth Team.
 
Read More

 

Investment Insight

GMA View Point - Canada’s Housing Becoming a Drag on the Economy 

Oct 31, 2017 

"MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Canada’s Housing Becoming a Drag on the Economy”.
 
View PDF

 

GLOBAL EQUITY OBSERVER

Lebenszeichen aus Tokio? 

Oct 30, 2017 

Angesichts der Erholung in Japan erörtert das International Equity Team, ob die Bemühungen der japanischen Regierung, einen Wandel herbeizuführen, Investoren heute hochwertige Anlagechancen bieten.
 
Weiterlesen

 

Market Outlook

Calm Before the Storm 

Oct 23, 2017 

A number of storm fronts are forming off the coast of what is otherwise a sunny economic environment, from rising rates to debt and politics. Investors need to have a plan for taking shelter.
 
Read More

 

Perspektiven zur Nachhaltigkeit

Unser Umgang mit umweltpolitischen, sozialen und Governance-Faktoren 

Oct 04, 2017 

MSIM geht davon aus, dass sich die ESG-Faktoren auf die langfristige Wertentwicklung auswirken. Die ESG-Faktoren werden in den Analysen unserer Portfoliomanager mit Unterstützung unseres Corporate Governance-Teams berücksichtigt.
 
Weiterlesen

 

Market Outlook

Emerging Markets: The Future Is Small 

Oct 02, 2017 

The Global Emerging Markets Team discusses emerging markets (EM) and the strategic advantages of investing in EM small caps; where it fits in a global allocation and the potential of dedicated managers to generate higher excess returns.
 
Read More

 

Investment Insight

GMA View Point - The Fed’s Shifting Reaction Function 

Sep 30, 2017 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “The Fed’s Shifting Reaction Function.”
 
View PDF

 

Market Outlook

Applied Equity Advisors Monthly Commentary 

Sep 30, 2017 

Andrew Slimmon from the Applied Equity Advisor’s Team discusses his thoughts and views in the latest commentary for September 2017
 
View PDF

 

Global Equity Observer

Links-rechts-links schauen, um politischen Risiken auszuweichen 

Sep 30, 2017 

Unterschätzen die Märkte das Risiko linkspopulistischer Strömungen, weil sie sich zu sehr auf das rechte Spektrum konzentrieren? Das International Equity Team erläutert, warum es die politischen Risiken mit erhöhter Wachsamkeit verfolgt.
 
Weiterlesen

 

Global Fixed Income Insights

Convertibles Outlook-Time To Buy Volatility Cheap? 

Sep 27, 2017 

The Global Fixed Income Team discusses current market volatility and how it may be time to consider buying volatility cheap through convertible bonds.
 
View PDF

 

Makro-Einblicke

William Lock über das Potenzial von Kapitalvermehrern  

Sep 27, 2017 

William Lock erläutert, warum er die immateriellen Vermögenswerte eines Unternehmens für entscheidend hält, um nachhaltig hohe Renditen zu erzielen.
 
Video anzeigen 

 

Macro Insight

It’s a MAD World 

Sep 22, 2017 

Despite the relative quiet in recent weeks, we expect the standoff between the U.S. and North Korea to escalate before it is resolved, and think it is prudent to put in defensive positions and reduce exposures to volatility and higher-risk areas.
 
Read More

 

Media Appearance

Jim Caron on Bloomberg 

Sep 21, 2017 

Jim Caron discusses the Federal Reserve's recent statement.
 
Read More

 

Global Fixed Income Insights

NAFTA Exit, Who Really Gets Hurt? 

Sep 14, 2017 

The Emerging Markets Debt team discusses their analysis of who really gets hurt if the U.S. exits the North American Free Trade Agreement (NAFTA).
 
View PDF

 

Investment Insight

GMA View Point - Reports of Inflation’s Death Have Been Greatly Exaggerated 

Aug 31, 2017 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Reports of Inflation’s Death Have Been Greatly Exaggerated”.
 
View PDF

 

Marktausblick

Bestandsaufnahme 

Aug 31, 2017 

Sich auf das Yin und Yang zwischen Risikobereitschaft und Risikoaversion zu verlassen, scheint nicht mehr zu funktionieren. Das International Equity Team erörtert, warum kurzfristige Volatilität langfristiges Anlagechancenpotenzial bieten kann. 243 Zeichen.
 
Weiterlesen

 

Connecting the Dots

What No One Told You About Passive Investing 

Aug 31, 2017 

Swanand and Amay explain why investing money in index-tracking ETFs may make one “penny wise and pound foolish".
 
View PDF

 

Investment Insight

The EDGE: Autonomous Vehicles 

Aug 31, 2017 

The Growth 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.
 
Read More

 

Macro Insight

I Feel Like Somebody's Watching Me 

Aug 17, 2017 

Data privacy and security, within the Social pillar of ESG concerns, can translate into tangible value as the fast-evolving cyber-environment disrupts industries and creates opportunities worldwide.
 
Read More

 

Governance Factors 

Aug 11, 2017 

Andrew Harmstone and Christian Goldsmith talk about how evaluating companies in terms of governance can help identify risks.
 
View Video 

 

Macro Insight

Environmental Factors 

Aug 01, 2017 

An entire industry’s demise was attributable to breaches of environmental standards, says Andrew Harmstone.
 
View Video 

 

Macro Insight

A Midsummer Night's Illusion 

Jul 31, 2017 

This summer, investors briefly fell in love with the bond market, enchanted by a misunderstanding of the relationship between growth, inflation, productivity and wage growth.
 
Read More

 

Bekanntmachung

Sustainable Investing Council 

Jul 18, 2017 

Morgan Stanley Investment Management hat heute gemeinsam mit dem Morgan Stanley Institute for Sustainable Investing einen wichtigen Meilenstein im anhaltenden Engagement für nachhaltige Anlagen bekanntgegeben: die Gründung des Investment Management Sustainable Investing Council.
 
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Sustainability Insight

ESG (Environmental, Social and Governance) track record: A differentiator among companies  

Jul 17, 2017 

Christian Goldsmith talks about how companies’ reputations, risk profiles and returns are influenced by their track records in environmental, social and governance (ESG) issues.
 
View Video 

 

Sustainability Insight

Incorporating ESG factors into the GBaR process 

Jul 10, 2017 

Andrew Harmstone and Christian Goldsmith discuss why ESG factors now play a prominent role in their investment process.
 
View Video 

 

Macro Insight

Opportunities and Risks 

Jun 23, 2017 

Andrew Harmstone shares his views on key opportunities and risks across equities, bonds, emerging markets and oil-producing nations.
 
View Video 

 

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.
 
Read More

 

Global Fixed Income Insights

Point of View: The Volatility Politic 

Jun 07, 2017 

Jim Caron discusses his point of view on the volatility politic and why it is important to trade the noise, but invest with the fundamentals.
 
View PDF

 

Global Equity Observer

Information Technology: Winners and Losers 

May 31, 2017 

Morgan Stanley’s International Equity team discusses potential winners and losers within Information Technology, and why Software and Services is an interesting source of high-quality compounders.
 
Read More

 

Investment Insight

The EDGE: Machine Learning 

Apr 28, 2017 

The Growth Team examines machine learning, a new way to train computer systems to generate useful insights from data sets and apply those insights to new situations. This form of artificial intelligence has the potential to breed new industries and create efficiencies in existing ones.
 
Read More

 

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.
 
View Video 

 

Investment Insight

The EDGE: CRISPR 

Jan 25, 2017 

The Growth Team analyzes clustered regularly interspaced short palindromic repeats (CRISPR), a new tool for genetic research that allows scientists to locate specific segments of DNA and then replace or delete those segments. For investors, it has the potential to birth new industries and disrupt existing medical treatments.
 
Read More

 

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.
 
Read More

 

Investment Insight

Quality Traits 

Jun 30, 2016 

High quality companies have the ability, and habit, of generating high and consistent returns on operating capital, which leads to strong free cash flow and the ability to compound over the long term.
 
Read More

 

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