Lauren Hochfelder on Bloomberg Surveillance Radio

Morgan Stanley Investment Management announced today that Huel, one of the first investments made by the 1GT climate private equity strategy, has entered into a definitive agreement to be acquired by Danone, a world-leading food and beverage company.

Speaking on market uncertainty, Head of Morgan Stanley Investment Management’s Ben Huneke, said clients are being encouraged to stay anchored to long-term asset allocations, maintain liquidity, and lean slightly more conservative until geopolitical and energy-related risks become clearer. He noted that while recent market fears, such as the impact of AI on software, have driven dislocations, those concerns appear overstated, creating selective opportunities for long-term investors rather than signaling a broader structural breakdown.

Geopolitical risk resurfaced in February, driving volatility and a flight to quality. We assess the impact of the Iran conflict, credit and securitized market reactions and portfolio positioning. Watch our video to find out more.

Morgan Stanley Investment Management (MSIM), through investment funds managed by Morgan Stanley Infrastructure Partners (MSIP), its private infrastructure investment platform, today announced it has agreed to sell its ownership stake in Thermal Bayonne Holdings, LLC (Bayonne Energy Center or Bayonne) to Jupiter Energy Investor, LLC.