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Sustainable Investing • 03-Apr-2020
Debunking Six Myths About Climate Investing Vikram Raju AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.

Path • 02-Apr-2020 • 2:43 Min
Coronavirus: End of Q1 – Time to Take Stock [Audio] Andrew Harmstone, Christian Goldsmith Christian Goldsmith, Portoflio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 02-Apr-2020
Fixed Income Market Update Michael Kushma, Richard Ford, Richard Class The Global Fixed Income team presented an update on the Fixed Income Market on 2 April 2020.

Market Pulse • 02-Apr-2020
Building a Better Transmission Mechanism: Extending Credit to the Real Economy Jim Caron It's critical to understand the policy reaction functions designed to support markets during times of crisis because it provides insight into which assets may perform best as the economy moves out of the crisis environment.

Market Pulse • 31-Mar-2020
Rating Agencies Action Summary Global Fixed Income Team The COVID-19 crisis has disrupted supply chains of many companies and caused commodity prices to fall. How will rating agencies react to this disruption? The Global Credit research team explores.

Sustainable Investing • 31-Mar-2020
2019 Global Stewardship Report Our 2019 Global Stewardship Report showcases how MSIM is advancing sustainable investing through ESG integration and engagement. The report highlights sustainability engagement case studies on key themes and across investment teams, Firmwide proxy voting statistics and industry collaboration on sustainability initiatives

Market Pulse • 30-Mar-2020 • 5:52 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 30-Mar-2020
Market Pulse with Jim Caron Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Path • 27-Mar-2020
Coronavirus: Focus shifts to the US Andrew Harmstone, Manfred Hui, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

PATH • 27-Mar-2020 • 1:41 Min
Coronavirus: Focus Shifts to the US AUDIO Christian Goldsmith, Andrew Harmstone Christian Goldsmith, Portfolio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 27-Mar-2020
Fixed Income Market Update Michael Kushma, Richard Class Michael Kushma, Chief Investment Officer of Global Fixed Income, and Richard Class, Head of Product Development for EMEA and European Multi Sector Strategies, Portfolio Manager, presented an update on the Fixed Income Portfolio on 26 March 2020.

Market Alert • 26-Mar-2020 • 3:39 Min
Market Alert with Andrew Slimmon: Is The Relief Rally Here? 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.

Market Pulse • 26-Mar-2020
Addressing the Coronavirus Impact: China Equity Portfolio Global Emerging Markets Team Despite the economic impact of COVID19, on-shore and off-shore China markets continue to offer exposure to a wide breadth of companies and sectors not readily available elsewhere, in the view of Investment Management’s Global Emerging Markets Equity team.

Market Pulse • 26-Mar-2020
Addressing the Coronavirus Impact: Emerging Markets Leaders Portfolio Global Emerging Markets Team High quality companies in emerging markets are likely to strengthen their dominance after recovery from the COVID-19 crisis gets underway, says Investment Management’s Global Emerging Markets Equity team.

Market Pulse • 26-Mar-2020

Addressing the Coronavirus Impact: Frontier Markets Portfolio

Global Emerging Markets Team

Leaders in the next decade will likely include frontier markets, such as Vietnam, Egypt and Indonesia, according to Investment Management’s Global Emerging Markets Equity team. Our Frontier strategy remains focused on quality growth companies despite the coronavirus and we believe investments will emerge stronger relative to competitors.

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Market Pulse • 26-Mar-2020
Addressing the Coronavirus Impact: Emerging Markets Equity Portfolio Global Emerging Markets Team Even before the corona-induced sell-off, emerging market equities were cheap relative to the US and their own history. After the COVID-19 drawdown, valuations present an extraordinarily attractive entry point, says Investment Management’s Global Emerging Markets Equity team.

Market Pulse • 25-Mar-2020
High Yield Outlook: Current Risks and Opportunities Global Fixed Income Team Historically, high yield has proven itself to be resilient. It is our view that active managers have the potential to outperform, avoid problematic sectors, and minimize default losses.

Market Pulse • 24-Mar-2020 • 7:30 Min
Credit Check with Richard Ford Global Fixed Income Team Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 23-Mar-2020
Liquidity vs. Solvency = Fed vs. Fiscal Stimulus Jim Caron The Fed is taking unprecedented action to help prevent a liquidity crisis from turning into a solvency crisis. Jim Caron explores what's been done so far.

Market Pulse • 23-Mar-2020
Coronavirus Update: The Outlook for Global Credit Richard Ford Richard Ford, Head of Credit with the Global Fixed Income Team, discusses the potential impact of the coronavirus on global credit markets.

Market Pulse • 23-Mar-2020 • 7:56 Min
Market Pulse with Jim Caron: Encouraging Signs Emerging From Fed & Fiscal Responses Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Path • 23-Mar-2020

Five Sectors That Cannot Escape Climate Change

Andrew Harmstone

Climate change is inescapable and many—if not all—governments are responding more decisively than ever. A significant risk is that markets are not pricing in the effects of these policy responses quickly enough. We explore five sectors—financial services, mining, oil and gas, utilities and autos—likely to be hit the hardest.

Insight Article • 20-Mar-2020
BIN There, Done That Counterpoint Global BIN There, Done That - How to Reduce the Sources of Forecasting Error

PATH • 20-Mar-2020
Coronavirus: At last - initial signs of credible action Andrew Harmstone, Manfred Hui In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

PATH • 20-Mar-2020 • 01:55 Min
Coronavirus: At last - initial signs of credible action AUDIO Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the team’s latest market views with a focus on the impact of coronavirus.

Slimmon's Market Alert • 18-Mar-2020 • 3:29 Min
Flattening the Curve is Flattening the Market. At Least for Now. 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.

Market Pulse • 18-Mar-2020
International Equity Team: Coronavirus Impact: Global Brands/Franchise, Quality and Sustain Funds International Equity Team Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Market Pulse • 17-Mar-2020
International Equity Team: Coronavirus Impact: International Equity Fund International Equity Team Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Market Pulse • 17-Mar-2020
High Yield Update: Uncertainty Likely To Continue Global Fixed Income Team The coronavirus spread has continued to play out as many predicted but the market has clearly been disappointed in the policy responses received to date.

Global Equity Observer • 17-Mar-2020
Financing Climate Change William Lock, Bruno Paulson, Dirk Hoffmann-Becking Banking regulation may force the economy to shift towards a less carbon intensive model more quickly than expected. The International Equity Team discusses.

Market Pulse • 15-Mar-2020
Global Fiscal Stimulus Scorecard: The Cavalry is Coming, but Slowly & Arguing About Which Horse to Ride. Global Fixed Income Team Monetary policy has been exhausted. Now, we turn toward fiscal stimulus and market support policies. According to Jim Caron, the calvalry is coming, but slowly and arguing which horse to ride.

PATH • 13-Mar-2020 • 3:24 Min
GBaR: Latest Market Update Andrew Harmstone Andrew Harmstone shares the team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 13-Mar-2020
European Central Bank: Looking for Silver Linings in Disappointment Anton Heese The initial market response to the European Central Bank (ECB) meeting on March 12th was disappointment – equity prices fell while Bund yields rose, depsite the ECB actually delivered nearly everything analysts had been expecting from it.

Market Pulse • 12-Mar-2020
International Equity Team: Coronavirus Impact: Global Brands/Franchise, Quality and Sustain Funds International Equity Team The International Equity Team monitors the direct market effects of the virus, and the indirect effects of the change in the macro environment on defensively positioned global portfolios.

Market Pulse • 11-Mar-2020
Energy Market Turmoil: What's Next? Global Fixed Income Team After what was supposed to be a coordinated supply cut by OPEC+ to balance markets and keep oil prices high, Saudi Arabia and Russia instigated an oil price war.

Slimmon's Market Alert • 10-Mar-2020 • 7:01 Min
How Much More Pain Is There? 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.

Market Pulse • 10-Mar-2020
Our Coronavirus Worries Are a Bit Different Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.

Macro Insight • 09-Mar-2020
Living on the Edge William Lock, Laura Bottega Late cycle investors considering a bumpier ride for markets may wish to revisit the attractions of truly active investing to bridge any potential yawning chasms ahead.

Sustainable Investing • 06-Mar-2020
ESG and Sustainable Investing Report Kristian Heugh, Marc Fox The Global Opportunity team shares its annual report on ESG engagement activity.

Market Pulse • 03-Mar-2020
Emergency Fed Cut: Not a Vaccine, but a Treatment for Symptoms Jim Caron On March 3, the Federal Reserve cut rates by 50 basis points (bps) to between 1-1.25%. What should fixed income investors make of this move?

Slimmon's Market Alert • 02-Mar-2020 • 4:26 Min
Is the Recession Scare Fully Priced In? 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.

Market Pulse • 02-Mar-2020
Update on Coronavirus and the Markets Global Fixed Income Team By now it’s clear the Coronavirus will have at least a short-term impact on the global economy. The question is, how do fixed income investors move forward?

Global Multi-Asset Viewpoint • 02-Mar-2020
Global Recovery Delayed, But Not Derailed Sergei Parmenov, Cyril Moulle-Berteaux MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Global Recovery Delayed, But Not Derailed."

Global Fixed Income Bulletin • 29-Feb-2020
It's All about Virus Global Fixed Income Team It’s now clear the coronavirus pandemic will have a meaningful impact on the global economy. As long as the virus’s impact remains disruptive rather than destructive, we should be fine, eventually.

Sustainable Investing • 28-Feb-2020
Why ESG in Fixed Income Investing? Joseph Mehlman Portfolio Manager Joe Mehlman explores the beliefs underpinning the Global Fixed Income team's approach to ESG.

Sustainable Investing • 28-Feb-2020 • 2:14 Min
Four Reasons to Incorporate ESG in Sovereign Bond Investing Jim Caron Head of Global Macro Strategies Jim Caron discusses the potential benefits of using ESG in fixed income.

Sustainable Investing • 28-Feb-2020
A Systematic Approach to ESG Integration Joseph Mehlman Head of Credit Joe Mehlman explains how the team incorporates ESG factors in their investment process.

Sustainable Investing • 28-Feb-2020
ESG: An Essential Component to Securitized Assets Gregory Finck Gregory Finck explains what makes securitized assets a natural fit for incorporating ESG principles.

Slimmon's Market Alert • 26-Feb-2020 • 4:40 Min
Another Recession Scare? 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.

Insight Article • 26-Feb-2020

cPacket Networks Secures $15 Million Investment from Morgan Stanley Expansion Capital

David N Miller, Pete Chung

cPacket Networks, a leading provider of network-aware application and security assurance solutions, announced it has completed a $15 million round of funding by Morgan Stanley Expansion Capital. The investment will be used to accelerate cPacket’s focus on product innovation and deployment of its broad range of high-performance network visibility products for the cloud, data center, and branch offices.

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Market Pulse • 25-Feb-2020
How to Read the Drop in U.S. Treasury Yields Jim Caron The U.S. 10 Year has reached historic lows. Jim Caron explores what that could say about the state of the U.S. economy.

Global Multi-Asset Viewpoint • 24-Feb-2020
Inflation Worries Premature Cyril Moulle-Berteaux, Sergei Parmenov MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Worries Premature."

Insight Article • 21-Feb-2020
Bond Yields Will Rise, But When? Jim Caron U.S. bond yields have been declining for four decades. Jim Caron explores what could make the the next decade different.

2020 Outlook • 20-Feb-2020 • 4:25 Min
VIDEO: Not the Usual Suspects Andrew Harmstone This video provides a short summary of GBaR Team's Outlook for 2020

Global Fixed Income Bulletin • 15-Feb-2020
Just When You Thought It Was Safe to Go Back in the Water... Global Fixed Income Team Although markets grappled with conflicting forces in January – upbeat economic data versus the coronavirus risk – the Morgan Stanley Global Fixed Income Team explain their cautious optimism.

Insight Article • 14-Feb-2020
Applied Equity Advisors: Feb 2020 - Bullish Capitulation – Real Time Andrew Slimmon In his February commentary, Andrew Slimmon muses about the global equity market and wonders whether it has “gone off its rocker” considering the agitated state of affairs in the U.S. and the world.

Insight Article • 12-Feb-2020

Funds advised by Apax Partners to acquire Cadence Education from Funds advised by Morgan Stanley Capital Partners

Aaron Sack, David N Miller, David Thompson

Funds advised by Apax Partners today announced they have reached an agreement to acquire Cadence Education, a leading provider of early childhood education in North America, from investment funds managed by Morgan Stanley Capital Partners (MSCP). The transaction is expected to complete in March 2020. Financial terms of the transaction were not disclosed.

Market Pulse • 12-Feb-2020
The Coronavirus and Its Impact on the Global Market Jim Caron What will be the long-term impact of the Coronavirus on the global economy? Jim Caron thinks it all depends on the shape of the eventual recovery.

Sustainable Investing • 12-Feb-2020
You Are Not Doing ESG Investing Vikram Raju The frequent appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.

Insight Article • 11-Feb-2020
AIP Hedge Fund Solutions Team Review and Outlook Christopher Morser The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.

2020 Outlook • 10-Feb-2020
Fading the U.S. FOMO Market and Five Keys to Outperformance in 2020 Jitania Kandhari, Ben Rozin If "fear of missing out" has propelled the U.S. stock market over others, what can investors expect from the early years of the 2020s and the decade to come? The Active International Allocation team outlines their five key investment expectations.

Insight Article • 05-Feb-2020

Morgan Stanley Capital Partners Completes Investment in World 50

James Howland, Aaron Sack, David N Miller

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced recently that they have completed an investment in World 50, Inc., a leading provider of private peer communities. MSCP partnered with the current management, led by CEO David Wilkie, who will remain CEO and continue to drive organic growth and acquisitions during the investment.

Insight Article • 03-Feb-2020

Managed Futures as a Crisis Risk Offset Strategy

Managed Futures Team

Crisis risk offset is a term used to describe a group of strategies that seek to perform well in the event of an equity market collapse. In this paper, the MSIM Managed Futures Team explains why an allocation to such non-correlated strategies has the potential to dampen the impact of equity market volatility and enhance the expected risk-adjusted returns of an investor’s portfolio.

Insight Article • 31-Jan-2020
Applied Equity Advisors Monthly Commentary - January 2020 Andrew Slimmon Andrew Slimmon recaps 2019, highlighting the benefits of managing style-unconstrained strategies. Going into 2020 he acknowledges that the equity market is a complex beast, yet finds it remarkable how consistently it behaves relative to history.

Insight Article • 31-Jan-2020
Opportunities in A-shares Global Emerging Markets Team MSCI’s inclusion of China A-shares into global indices will undoubtedly boost investor focus. The Global Emerging Markets Team discusses opportunities in this vast and largely uncharted portion of China’s complex markets.

Global Equity Observer • 31-Jan-2020
The Second Mountain Laura Bottega, Bruno Paulson Today’s environmental and social issues offer businesses ample opportunity to focus on purpose as well as profit.

Sustainable Investing • 31-Jan-2020
Diving Below the Surface: ESG Integration in Emerging Markets Global Emerging Markets Team The Global Emerging Markets Team demonstrate how monitoring progress on ESG issues – through engagement with companies’ management teams – helps them build a more complete picture of the growth opportunities and risks in their portfolio.

Market Outlook • 30-Jan-2020 • 2:45 Min
4Q19 Review/Outlook: Global Fixed Income Opportunities Jim Caron We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.

Insight Article • 30-Jan-2020

OpsRamp Secures Investment Led by Morgan Stanley Expansion Capital to Fortify Enterprise IT with a Single Platform for Digital Operations Management

David N Miller, Pete Chung

OpsRamp, service-centric AIOps platform for hybrid enterprise IT operations, today announced the closing of its latest round of investment led by Morgan Stanley Expansion Capital, and with new investor Hewlett Packard Enterprise (HPE). OpsRamp will use the investment to grow and scale the industry’s first cloud-based platform for discovery, monitoring, and automation of hybrid, multi-cloud, enterprise environments.

Insight Article • 27-Jan-2020

Comar Announces Acquisition of iMARK Molding

James Howland, Aaron Sack, Mark Bye, David N Miller

Comar, a premier plastic packaging, dispensing, and medical device provider serving the Medical, Pharmaceutical, Consumer Healthcare, Personal and Home Care, Food and Beverage, and other niche market segments is thrilled to announce the acquisition of iMARK Molding, a custom contract manufacturer focused on serving the medical device industry.

2020 Outlook • 24-Jan-2020
Not the Usual Suspects Andrew Harmstone World economic growth appears sufficiently robust to resist recession, but is slowing enough to prompt some governments to implement fiscal stimulus programmes. Heading into 2020, we see the brightest spots for return potential as being outside the usual suspects.

Global Fixed Income Bulletin • 15-Jan-2020
Living the High Life Again…but for How Long? Global Fixed Income Team With a remarkable end to 2019, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2020.

Sustainable Investing • 15-Jan-2020
Bondholders to Companies: Let's Talk About Climate Change Global Fixed Income Team As the cost of climate change-related natural catastrophes grows, for the first time bondholders are pressing their portfolio companies about risks and other ESG topics.

Insight Article • 14-Jan-2020
Diverging Markets Demand Discerning Investors Real Assets Research and Investing Team While the global property market will continue to produce a robust flow of investment opportunities in 2020, the dispersion between countries, markets, sectors and asset types will likely require investors to deploy capital more thoughtfully.

Market Pulse • 12-Jan-2020
If the economy is so darn good, why are yields so darn low? Jim Caron Data is getting better, but bond yields are not following. What's going on here? Jim Caron explains.

Insight Article • 07-Jan-2020
Managing Downside Risk with Global Macro Strategies Robert M. Rafter Amid concerns about potentially unsteady and down markets, we believe two of the strategies employed by global macro managers are particularly worthy of consideration today: tail risk and long volatility.

Insight Article • 07-Jan-2020
Long-Short Equity Strategies - “Hedging” Your Bets Eric Stampfel Faced with market uncertainties, investors may be seeking ways to de-risk. Long-short equity strategies have the potential to provide steady gains even in down markets.

2020 Outlook • 02-Jan-2020

Time to View Hedge Funds through a Different Lens

Mark van der Zwan

While the outlook for equity and fixed income returns is uninspiring, this is precisely the type of environment in which hedge funds have the potential to perform well. Representing the most unconstrained form of active management, hedge funds are designed to exploit and amplify opportunities in ways that passive and long-only active strategies can’t.

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Global Equity Observer • 31-Dec-2019
Between Scylla and Charybdis William Lock, Bruno Paulson How a quality bias helps investors steer between the twin perils of recession and inflation.

Sustainable Investing • 31-Dec-2019
Driving Value in Fixed Income Through ESG Joseph Mehlman, Sarah Harrison, Stella Ma Can investors incorporate ESG into their portfolios without giving up yield? The Global Fixed Income Team believes the answer is a resounding yes.

Slimmon's Market Alert • 31-Dec-2019 • 4 Min
Don’t Overreact to an Early January 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.

Insight Article • 19-Dec-2019

Morgan Stanley Investment Management Raises $5.5 Billion for Its Third Global Infrastructure Fund

Morgan Stanley Infrastructure Partners

Morgan Stanley Infrastructure Partners, the private infrastructure investment team within Morgan Stanley Investment Management, today announced that it has raised $5.5 billion for North Haven Infrastructure Partners III, six months after the fund’s first close on June 19, 2019.

Market Pulse • 18-Dec-2019
U.S. - China Phase 1: More a Truce Than a Deal, but a Step in the Right Direction Jim Caron On December 15 the U.S. and China stopped the “rock throwing” as no new tariffs were announced by either of the antagonists. And while there is no official deal in place, this “truce” is clearly a good first step, as outlined by Jim Caron.

2020 Outlook • 18-Dec-2019
2020 Emerging Markets Debt Outlook: Differentiation over Duration Sahil Tandon, Warren Mar, Eric Baurmeister What forces will shape emerging markets fixed income next year? The Global Fixed Income team offers their view on what to expect in 2020.

Market Pulse • 13-Dec-2019
December FOMC: Connecting the Dots Jim Caron After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.

2020 Outlook • 08-Dec-2019
Fixed Income Outlook 2020: From Reset to Recovery Jim Caron In 2019, central banks cut rates aggressively and pushed bond yields lower to avoid a recession ─ one that never actually materialized. We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.

Insight Article • 05-Dec-2019
Equity Market Commentary - December 2019 Andrew Slimmon In his December commentary Andrew Slimmon talks about staying in the moment and focusing on “where we are NOW,” not where we might be six months or a year from now.

Insight Article • 04-Dec-2019
Alternative Risk Premia: Taking Control of Your Exposures Patrick Reid, Gary Chan ARP have the potential to mitigate downside risk, while in many cases still generating positive returns in a liquid and costefficient way.

Slimmon's Market Alert • 04-Dec-2019 • 4 Min
Capitulation is Just Commencing 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.

Insight Article • 02-Dec-2019

Alternative Lending: Why Today and Through the Credit Cycle?

Kenneth Michlitsch

Against a backdrop of low interest rates and tight corporate credit spreads, investors struggle to find sufficient yield from traditional fixed income. Fintech-driven alternative lending is a nascent, consumer-focused private credit asset class that potentially offers yield pick-up, as well as duration and diversification benefits.

Sustainable Investing • 30-Nov-2019
Single-Use Plastic in the Consumer Staples Sector Vladimir Demine, Nic Sochovsky The use of plastic packaging has grown exponentially in the last fifty years. We examine how fast-moving consumer goods companies are tackling this critical problem, and its potential impact on operating costs and profits.

Global Fixed Income Bulletin • 30-Nov-2019
The Song Remains the Same Global Fixed Income Team December’s unequal, even seemingly random, bond market performance reinforces our thesis that there are few themes that investors can latch onto.

2020 Outlook • 30-Nov-2019
Credit Outlook: A Year of Two Halves - Technical Is Temporary, Quality Is Permanent Richard Ford 2019 was a "goldilocks" year for credit. Will 2020 bring more of the same? The Global Fixed Income team offers their outlook for the year.

2020 Outlook • 30-Nov-2019
Swimming Against the Tide Matthew Leeman Investing in European equities has felt, at times, as if one is swimming against the tide. Attractive opportunities exist for 2020 for those prepared to look. Because tides turn.

2020 Outlook • 30-Nov-2019
Lower Growth Takes Root in a 4 D World Ruchir Sharma Our outlook for 2020 isn’t bullish or bearish, just realistic. We see the 4Ds – Depopulation, Declining productivity, Deglobalization and massive Debt – slowing growth worldwide in 2020.

Global Equity Observer • 29-Nov-2019
The ESG Advantage Vladimir Demine, William Lock, Bruno Paulson Does investing in companies with sound ESG practices mean investing in better companies?

Insight Video • 28-Nov-2019
Why Invest in Emerging Markets Small Caps? Omair Ansari Why Invest in Emerging Markets Small Caps? With little sell side coverage and so many growing companies, the small cap space offers high information inefficiencies with less volatility at an attractive price. And we believe their time is now.

Market Pulse • 27-Nov-2019
Top 10 for ‘20 Jim Caron In our view, 2019 was a mid-cycle reset where the Fed cut rates three times, capital expenditure bottomed out and global GDP slowed. The bad news is that yields are low and investors are long on duration, a big risk given that the Fed will likely stay on the sidelines and not lower rates in 2020.

Market Pulse • 19-Nov-2019
From Mid-Cycle Reset to Cyclical Recovery Jim Caron This time last year the market projected the economy was headed into a recession, and the Fed engaged in a policy mistake by planning to hike rates above 3.00%. Instead, what we realized was 75bps of rate cuts along with cuts from global central banks and a restart of quantitative easing (QE).

Global Fixed Income Bulletin • 18-Nov-2019
Normalization Continues Global Fixed Income Team In many ways, October was a continuation of the developments that started in September. Yet the Global Fixed Income Team now believes fixed income markets have reached a fork in the road: Either data will get better as geopolitical risks recede, or we will return to trade war concerns and deteriorating economic fundamentals.

Sustainable Investing • 14-Nov-2019
ESG Investing: Living in a Material World Leslie Delany Can exemplary corporate behavior on ESG issues really translate into better financial results and improved stock price performance? In our mind, the answer is a resounding yes. The key is materiality.

Insight Article • 14-Nov-2019
Equity Market Commentary - November 2019 Andrew Slimmon In his latest commentary Andrew Slimmon notes that the S&P 500 has finally broken out of its year-and-a-half trading range, and could end the year near 3200.

Slimmon's Market Alert • 13-Nov-2019 • 4 Min
The S&P 500 Has Broken Out to New Highs, Now What? 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.

Insight Article • 08-Nov-2019
Our Formula for Earnings Resilience Laura Bottega In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.

Insight Article • 07-Nov-2019
The Real Problem with Low Yields Jim Caron Fixed income plays a special role in managing risk because it tends to be a safer, more liquid and less volatile asset. We still think that is largely true, however, there is a catch. Traditional bond strategies may be less effective in acting as a hedge and also have less appreciation potential than when yields were higher.

Global Equity Observer • 31-Oct-2019
Exploring Pricing Power William Lock, Dirk Hoffmann-Becking, Bruno Paulson Why is pricing power important? The International Equity Team explains why it is a key attribute of quality compounders.

Insight Article • 25-Oct-2019
Lessons from a 21-year-old Warren Buffett Kristian Heugh, Marc Fox Investing in high-quality companies—at the right price—may grow investors’ wealth while potentially providing a level of reassurance in falling markets.

Slimmon's Market Alert • 25-Oct-2019 • 4 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.

Insight Video • 22-Oct-2019
3Q19 Review/Outlook: Global Fixed Income Opportunities Christian Roth The direction and magnitude of interest rate moves over the past year has been truly breathtaking. Chris Roth discusses the catalysts for these changes.

Sustainable Investing • 22-Oct-2019
Engage - Fall 2019 International Equity Team The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

Global Fixed Income Bulletin • 17-Oct-2019
Reversal Month Global Fixed Income Team What three principle reasons led to the sell-off in September and how have they impacted our positioning? The Global Fixed Income Team discusses.

Insight Video • 14-Oct-2019
VIDEO: Peak Car—or Just Bumps in the Road? Andrew Harmstone, Christian Goldsmith This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

Sustainable Investing • 10-Oct-2019

ESG and Sovereign Fixed Income Investing: A Better Way

Teal Emery, Jim Caron

As environmental, social and governance (ESG) factors become more broadly incorporated into investment decision-making, sovereign fixed income investors are grappling with the best way to benchmark and quantify these factors across a diverse group of countries. Morgan Stanley Investment Management has developed what we consider to be a better approach.

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Insight Article • 08-Oct-2019
Risk as a starting point — not an afterthought Andrew Harmstone Dazzling investment returns make good headlines─as do spectacular investment crashes. But seldom do we read stories about funds that excel in controlling volatility while delivering strong, competitive returns. Yet managing volatility is the key to surviving a sharp market downturn.

Insight Video • 03-Oct-2019
How Much to Own in Emerging Markets Jitania Kandhari Those who see the opportunity in emerging markets want to know, how much should we own? We discuss three approaches that look at the ideal emerging market allocation.

Insight Video • 03-Oct-2019
What to Own in Emerging Markets Jitania Kandhari Which countries do we think are worth owning in emerging markets? Those that can thrive in the age of the three D’s—deglobalization, depopulation and deleveraging.

Insight Video • 03-Oct-2019
The Case for Emerging Markets Relative to the U.S. Jitania Kandhari Why invest in emerging markets? After falling out of fashion, we think emerging markets are poised to be rediscovered in the next decade.

Global Multi-Asset Viewpoint • 30-Sep-2019
Value Stocks - Once In A Decade Opportunity Cyril Moulle-Berteaux, Sergei Parmenov MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value Stocks: Once In A Decade Opportunity.”

PATH • 30-Sep-2019
Peak Car—or Just Bumps in the Road? Andrew Harmstone The global auto industry has recently experienced a disruptive slide where registrations, demand and production have all slumped across the world. Have we hit “Peak Car“—or just some bumps in the road?

Global Equity Observer • 30-Sep-2019
Plastic Matters Vladimir Demine, William Lock, Bruno Paulson Why engage? To get the full story. The International Equity team discusses what’s driving change for consumer staples and plastic.

Global Equity Observer • 27-Sep-2019
Compounding in Health Care Marcus Watson Where can you find high quality investments in the health care sector? Marcus Watson from our International Equity Team shares his views.

Insight Article • 26-Sep-2019
More room to run in 2020? Andrew Slimmon Although many investors have become more tentative, they could be overlooking two big factors for 2020—improving earnings and a possible election year surge for the economy.

Insight Article • 25-Sep-2019
Equity Market Commentary - September 2019 Andrew Slimmon Markets have experienced a series of “recession scares.” Yet Andrew Slimmon maintains that the U.S. stock market will break out during the fourth quarter of 2019, with the S&P 500 ending the year well north of 3,000.

Global Fixed Income Bulletin • 20-Sep-2019
Volatility and Uncertainty Continue Global Fixed Income Team Why have government bonds and other fixed income assets prevailed in the current market environment while other sectors and asset classes have struggled?

Market Pulse • 16-Sep-2019
ECB Action Puts Pressure on Fed Jim Caron The ECB's recent actions have put pressure on the Fed to take some action of their own. Jim Caron from the Global Fixed Income Team shares his views.

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