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Investment Insight • 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.

Market Alert • 04-Dec-2019 • 4 Min
Market Alert with Andrew Slimmon: 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.

Investment Insight • 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.

Macro Insight • 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.

Sustainability Insight • 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.

Market Outlook • 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.

Market Alert • 13-Nov-2019 • 4 Min
Market Alert with Andrew Slimmon: 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.

Macro Insight • 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.

Macro Insight • 30-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.

Macro Insight • 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.

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.

Market Outlook • 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.

Sustainability Insight • 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.

Investment Insight • 16-Oct-2019
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.

Investment Insight • 16-Oct-2019
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.

Macro Insight • 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.

Investment Insight • 14-Oct-2019
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.

Sustainability Insight • 10-Oct-2019

ESG and Sovereign Fixed Income Investing: A Better Way

Jim Caron, Teal Emery

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.

insight-esg-sovereign-fixed-income-investing-tile

Macro Insight • 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.

Macro Insight • 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.

Macro Insight • 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.

Macro Insight • 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.

Macro Insight • 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.

Market Outlook • 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.

Investment Insight • 11-Sep-2019

Introduction to Alternative Risk Premia

Mark van der Zwan, Patrick Reid

In much the same way that long-only investors have considered “passive” investing as a way to adjust their exposures efficiently and to reduce cost, alternatives investors have begun to explore systematic and index-based solutions—such as “alternative risk premia”—as a way to achieve those same objectives. In this paper, we seek to introduce the concept of alternative risk premia, explain how investors can access them, and present the potential benefits and drawbacks associated with them.

Sustainability Insight • 09-Sep-2019
Corporates Under Pressure Bruno Paulson Bruno Paulson discusses how regulatory and technological change has made environmental and social concerns even more important than before.

Sustainability Insight • 05-Sep-2019
Software & Services Marcus Watson Understanding the connection between ESG and performance can positively impact employee recruitment, retention and engagement, says the International Equity Team’s Nathan Wong and Richard Perrott.

Macro Insight • 04-Sep-2019
VIDEO: Tug-of-War Andrew Harmstone, Manfred Hui This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

Sustainability Insight • 04-Sep-2019
Consumer Staples Nic Sochovsky How can a company differentiate itself? Get its environmental and social policies right. The International Equity Team’s Nic Sochovsky explains.

Sustainability Insight • 03-Sep-2019
25-50 of the Highest Quality Stocks in the World International Equity Team Global Sustain is a high-quality, low carbon portfolio using bottom-up fundamental analysis and active engagement with company management.

Sustainability Insight • 02-Sep-2019
Pay X-Ray Alex Gabriele Vladimir Demine discusses how certain compensation scheme practices – such as earnings adjustments – may be red flags.

Macro Insight • 31-Aug-2019
GMA Viewpoint: Gold Bull Market to Continue Cyril Moulle-Berteaux, Sergei Parmenov MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Gold Bull Market to Continue.”

Sustainability Insight • 30-Aug-2019
Health Care Marcus Watson Marcus Watson discusses how innovative health care companies can use science and technology to address health needs within communities.

Sustainability Insight • 29-Aug-2019
Knock-On Effects Laura Bottega What does material mean? Laura Bottega discusses the factors that may influence the sustainability of returns.

Sustainability Insight • 28-Aug-2019
Tackling Plastics Vladimir Demine Vladimir Demine explains how a company's attention to plastic consumption may not only benefit the environment, but also create opportunities to differentiate itself.

Macro Insight • 27-Aug-2019
Tug-of-War Andrew Harmstone Tariffs applied during the U.S.-China trade war have paradoxically not raised U.S. inflation. In our latest insight, Tug-of-War: We examine the tug-of-war pitting the direct inflationary effects of tariffs against the indirect deflationary impact of other forces at play.

Global Equity Observer • 23-Aug-2019
The Two Risks We Manage: Earnings and Multiples William Lock, Dirk Hoffmann-Becking, Bruno Paulson Should equity investors be worrying about multiple threats? Bruno Paulson talks earnings and multiples.

Market Pulse • 21-Aug-2019
The Fed needs to Lead not Follow Jim Caron It is time for the Fed to get proactive. Jim Caron from the Global Fixed Income team shares his views.

Global Fixed Income Bulletin • 19-Aug-2019
Just When It Looked Safe to Go Back in the Water Global Fixed Income Team We were set for a quiet August, but financial markets had other plans. The Global Fixed Income Team believes this change of events should be taken seriously.

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A World of Fixed Income Opportunities Christian Roth The U.S. fixed income market is less than half of the global fixed income market. Chris Roth of the Global Fixed Income Team discusses the importance of considering international fixed income investments.

Macro Insight • 05-Aug-2019
Equity Market Commentary Andrew Slimmon Why were recent stock markets at all-time highs? Andrew Slimmon details the underpinnings of those markets and his outlook on what's next.

Market Pulse • 01-Aug-2019
A Fed Mistake? Jim Caron The Fed may have made a mistake in deciding to cut rates by only 25bps. Jim Caron of the Global Fixed Income Team shares his views.

Macro Insight • 26-Jul-2019
Opportunities in A-shares Gary Cheung 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.

Market Pulse • 25-Jul-2019
Expect the Unexpected from the ECB Anton Heese The ECB changes course and gets ready to announce a package of easing measures. The Global Fixed Income team shares their views on what’s to come.

Macro Insight • 25-Jul-2019
Why Invest Internationally: A Conversation Portfolio Solutions Group Should you be considering markets outside of the U.S.? Our professionals review the opportunities and challenges of international diversification.

Press Release • 23-Jul-2019

Presidio Petroleum Completes Acquisition of Assets From Apache Corporation in Partnership With Morgan Stanley Energy Partners

John Moon, David N Miller, Robert Lee

Presidio Investment Holdings LLC announced today that it has completed its acquisition of all the oil and natural gas producing properties in the western Anadarko Basin of Texas, Oklahoma, and Kansas from Apache Corporation and its affiliates (NYSE: APA). Presidio Petroleum is a portfolio company majority owned by investment funds managed by Morgan Stanley Energy Partners, the energy private equity business of Morgan Stanley Investment Management.

Market Outlook • 19-Jul-2019
2Q19 Review/Outlook: Global Fixed Income Opportunities Jim Caron We see a positive second half of the year for fixed income, with mortgages as our favorite area of opportunity. Jim Caron shares his views.

Global Equity Observer • 19-Jul-2019
Rebuilding Moats in the Digital Age William Lock, Dirk Hoffmann-Becking, Bruno Paulson Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.

Macro Insight • 18-Jul-2019
VIDEO: An Holistic Approach to the World’s Water Woes Andrew Harmstone, Christian Goldsmith This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

Macro Insight • 18-Jul-2019

An Holistic Approach to the World’s Water Woes

Andrew Harmstone

The high usage and scarcity of water have become consequential issues not only for human health, but for the global economy. A lot of economic activity is reliant on water—a lot of water. We review the interconnectedness of the world’s water issues, illustrates the impact of water stress on important industries and encourage investors to consider water issues when making decisions.

Global Fixed Income Bulletin • 17-Jul-2019
Central Banks Poised to Keep the Expansion Rolling Global Fixed Income Team Central Banks seem poised to do all in their power to keep the expansion rolling. The Global Fixed Income team shares their review of the first half of 2019 and their outlook for the second half.

Market Outlook • 16-Jul-2019
Isn’t the Stock Market a Forward Predictor? Andrew Slimmon The stock market is hovering around its all-time high, yet investor bullishness is surprisingly low. Andrew Slimmon argues that the stock market is a forward predictor, and that despite a summer correction, the S&P 500 will be well above 3,000 by year end.

Global Fixed Income Insights • 12-Jul-2019
European and Japanese investors: Consider not fully hedging your USD exposure Sahil Tandon, Warren Mar, Eric Baurmeister Europe- and Japan-based investors typically hedge all USD exposure, but is this the best practice? The Emerging Markets Debt Team shares why they believe it may not be.

Market Pulse • 11-Jul-2019
Global Factors Impacting the Fed's Rate Policy Jim Caron The Fed could cut rates by 50 basis points this month rather than the expected 25. Jim Caron of the Global Fixed Income Team shares his views on why this could happen.

Market Outlook • 09-Jul-2019
Correction Ahead? Why That May Be Good News for Investors Andrew Slimmon With volatility at low levels this rally, investors shouldn't be surprised by a summer sell-off. Even so, the outlook long-term is still positive. Here's why.

Press Release • 08-Jul-2019

Morgan Stanley Expansion Capital Announces Agreement to Sell DocuWare GmbH

David N Miller, Pete Chung, Robert Bassman

Investment funds managed by Morgan Stanley Expansion Capital today announced that they have entered into a definitive agreement to sell their interest in DocuWare GmbH, a leading global provider of content services software, to Ricoh (TYO:7752). Expansion Capital invested in Founder-backed Docuware in June 2012 in a transaction designed to accelerate Docuware’s growth, recapitalize select holders and position the company for future growth.

Expansion Capital Team - Private Equity - Insight Tile

Connecting the Dots • 01-Jul-2019
Why Is Popcorn So Expensive at the Movies? Swanand Kelkar In this article, Swanand Kelkar discusses the steep pricing of popcorn sold at multiplexes and looks at the issue through a broader lens than just how much it usually costs versus how much it is sold for at cinemas.

Market Pulse • 01-Jul-2019
U.S.-China Talks at G20 Go Slightly Better than Expected Jim Caron U.S.-China trade talks at the G20 went better than expected. What does this mean for your portfolio? Jim Caron of the Global Fixed Income Team shares his investment strategy.

Global Multi-Asset Viewpoint • 30-Jun-2019
GMA Viewpoint: The Bull Case for the U.S. Health Care Sector Cyril Moulle-Berteaux, Sergei Parmenov MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Bull Case for the U.S. Health Care Sector ".

Global Equity Observer • 25-Jun-2019
Journey Into The Unknown William Lock, Dirk Hoffmann-Becking, Bruno Paulson Journey into the unknown: the International Equity Team talks politics, profits and pricing power.

Global Fixed Income Bulletin • 25-Jun-2019
Déjà vu...Maybe Not Global Fixed Income Team Fixed income markets are behaving a lot like last year. Is this déjà vu? We don’t think so. The key difference is that the Fed is in play and can cut rates. The Global Fixed Income Team shares their view.

Market Pulse • 24-Jun-2019
Cashing in on Fed ‘Insurance’ Rate Cuts Jim Caron With rate cuts mostly priced into the market, Jim Caron of the Global Fixed Income Team shares his investment strategy for the remainder of the year.

Investment Insight • 21-Jun-2019
Discover Morgan Stanley Global Franchise International Equity Team What does Morgan Stanley’s International Equity Team mean by high-quality global equities with strong intangible assets?

Press Release • 18-Jun-2019

Morgan Stanley Capital Partners Completes Investment in Project Management Academy

Morgan Stanley Capital Partners

Investment funds managed by Morgan Stanley Capital Partners (MSCP), announced today that they have completed an investment in Project Management Academy, a leading provider of training and exam preparation services for project management professionals. MSCP is partnering with the current CEO, Jason Cassidy, and the rest of the management team, who will remain in place and retain an equity stake in the business.

Market Pulse • 18-Jun-2019
Volatility May Rise as Prices Decipher the Fed Jim Caron Will the Fed cut rates soon? The market seems to think so, but the Fed doesn’t seem so inclined. Jim Caron shares his views and opportunities that may be flying under the radar.

Press Release • 17-Jun-2019

Morgan Stanley Capital Partners Completes Investment in Ovation Fertility

Morgan Stanley Capital Partners

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Ovation Fertility. MSCP partnered with the current management team and physician shareholders, led by Nate Snyder, who will remain CEO and continue to drive organic and acquisitive growth.

Press Release • 11-Jun-2019

Morgan Stanley Capital Partners Completes Investment in Impact Fitness

James Howland, Aaron Sack, Mark Bye, 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 today that they have completed an investment in Impact Fitness, a leading Planet Fitness franchisee with 29 clubs across the United States and Canada. MSCP partnered with the current management team, led by CEO Adam Willaeys, as well as founder Chris Klebba, who will remain as Executive Chairman.

Press Release • 04-Jun-2019

Manna Pro Products Acquires Hero Pet Brands to Increase Category Presence in Companion Pet Care and Wellness

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

Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Dallas-based Hero Pet Brands, a company that provides solutions to pet owner needs including nutrition, grooming, waste pickup and cleanup.

Market Outlook • 04-Jun-2019
Applied Equity Advisors Investment Process Leslie Delany, Andrew Slimmon A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.

Market Outlook • 03-Jun-2019
Applied Equity Advisors June 2019 Commentary Andrew Slimmon Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.


VIDEO: Midgame Andrew Harmstone, Manfred Hui This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

Market Pulse • 31-May-2019
What is the Rates Market Telling Us? Jim Caron The breakdown in U.S.-China trade negotiations is signalling slower growth and lower inflation across the globe. A flattening yield curve is just a logical adjustment to this new information.

Macro Insight • 31-May-2019
Midgame Andrew Harmstone After a growth scare in the fourth quarter of 2018, global economies may not be heading towards a recession—but U.S./China trade tensions may delay recovery.

Media Appearance • 30-May-2019
ESG Investing, Europe 2019 Report In the report published by Clear Path Analysis, MSIM’s International Equity Team and Global Fixed Income Team shared their views on ESG Investing and how it is moving from a marginal approach to a mainstream strategy.

Market Outlook • 30-May-2019
Andrew Slimmon's Outlook on the Current Markets Leslie Delany, Andrew Slimmon Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.

Investment Insight • 28-May-2019
An Introduction to Alternative Lending Kenneth Michlitsch Alternative lending is an asset class borne of bank disintermediation and technological innovation. In this paper, Ken Michlitsch shares his insights on the space.

Macro Insight • 23-May-2019
How Flexible is Your Approach? Leslie Delany, Andrew Slimmon The best golfers have to be flexible and experienced enough to effectively hit any number of difficult shots. We think the same holds true for portfolio managers and their approach to managing money.

Press Release • 17-May-2019

Morgan Stanley Investment Management Raises $785 million for North Haven Senior Loan Fund

Thomas Bergen, David N Miller, Hank D'Alessandro

Morgan Stanley Investment Management today announced it has raised $785 million for the North Haven Senior Loan Fund L.P. and its related vehicles (collectively “NH SLF”) exceeding its original fundraising target. When combined with target leverage, NH SLF has approximately $1.1 billion of capital available for investment. NH SLF seeks to invest in privately negotiated senior secured loans issued by lower middle market companies in North America.

Global Equity Observer • 17-May-2019
Credit Where Credit Is Due William Lock, Dirk Hoffmann-Becking, Bruno Paulson With shadow banking subdued, the International Equity Team considers the risks involved in the new Chinese corporate debt.

Global Fixed Income Bulletin • 16-May-2019
And the Beat Goes On... Global Fixed Income Team The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.

Market Outlook • 15-May-2019
Applied Equity Advisors May 2019 Commentary Andrew Harmstone Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.

Investment Insight • 15-May-2019
Fintech Continues to Disrupt Consumer Lending Kenneth Michlitsch In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.

Investment Insight • 10-May-2019
The Rise of Hedge Fund Coinvestments 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.

Sustainability Insight • 09-May-2019
An Emerging Markets Approach to ESG: Our Progress Global Emerging Markets Team The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.

Market Pulse • 06-May-2019
U.S.-China Tensions: Not a Widespread Risk…Yet Jim Caron U.S.-China trade talks seem to be at an impasse. Jim Caron, Global Fixed Income Team, shares why he believes the global market impact of these talks is not a systemic market event…yet

Market Pulse • 02-May-2019
The Fed's Conundrum Jim Caron The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron from the Global Fixed Income Team shares his views.

Market Outlook • 30-Apr-2019
1Q19 Review/Outlook: Global Fixed Income Opportunities Jim Caron Global central banks look to extend the economic cycle not end it. Jim Caron reviews the first quarter and shares his outlook for the rest of 2019.

Global Multi-Asset Viewpoint • 30-Apr-2019
GMA Viewpoint: Value in the Eurozone Cyril Moulle-Berteaux, Sergei Parmenov MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value in the Eurozone."

Macro Insight • 29-Apr-2019
A Tale of Risk Andrew Harmstone Effective risk management means understanding the critical difference between “risk” events and “uncertain” events. We explore the issue, and possible solutions, in our latest outlook, A Tale of Risk.

Investment Focus • 29-Apr-2019
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.

Market Outlook • 29-Apr-2019
VIDEO: A Tale of Risk Christian Goldsmith, Andrew Harmstone This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

Press Release • 24-Apr-2019

PE-backed XRI buys Fountain Quail Water Treatment

John Moon, David N Miller, Logan Burt

XRI Holdings, LLC (“XRI”), a leading water midstream company with owned infrastructure throughout the Permian Basin, announced today that it has acquired the water treatment and recycling division of Fountain Quail Energy Services, LLC (“Fountain Quail Water Treatment”). Fountain Quail Water Treatment is a leading produced water treatment, recycle, and reuse business with operations throughout the Permian Basin and other key producing basins across the United States.

Global Fixed Income Bulletin • 17-Apr-2019
Goldilocks Redux? Global Fixed Income Team Optimism abounds that the markets are on the right path for 2019, and we agree! We believe easy monetary policy and lower real yields will support economies and lengthen the business cycle. The Global Fixed Income Team shares their views.

Sustainability Insight • 17-Apr-2019
Engage - Spring 2019 International Equity Team The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

Sustainability Insight • 16-Apr-2019
Compounding with a Conscience Vladimir Demine, William Lock, Bruno Paulson The International Equity Team’s discusses its latest offering, Global Sustain, and why understanding ESG factors is essential for successful compounding.

Global Equity Observer • 12-Apr-2019
In Search of a Late-Cycle Buffer William Lock, Dirk Hoffmann-Becking The International Equity Team asks: is it time to deploy a late-cycle buffer?

Macro Insight • 12-Apr-2019
A Positive Outlook for Europe Richard Ford Ric Ford, Head of Global Credit, shares his views on how reversing negative factors are creating a positive outlook for Europe and European credit.

Press Release • 11-Apr-2019

SolarWinds Sets Its Sights on the ITSM Market through Acquisition of Samanage and Introduction of a SolarWinds Service Desk Product

David N Miller, Pete Chung, Robert Bassman

SolarWinds (NYSE:SWI), a leading provider of powerful and affordable IT management software, today announced that it has signed an agreement to acquire Samanage, a highly reviewed and highly rated IT service desk solution company based in Cary, NC. Over the past 7 years, Samanage has built a strong, well-respected product guided by a customer-centricity that aligns well with SolarWinds’ mission and commitment to the technology professional community.

Investment Insight • 10-Apr-2019
Born to Be Active: Andrew Harmstone and His GBaR Strategy Andrew Harmstone In this video, Andrew Harmstone looks back at the experiences and discusses the most relevant and inspiring in shaping him as an individual, and ultimately in the way his team expresses their active investment approach.

Sustainability Insight • 04-Apr-2019
Integrating ESG in Emerging Markets Investing Vishal Gupta Vishal Gupta explains how ESG is integrated into the Emerging Markets Leaders investment process.

Sustainability Insight • 03-Apr-2019
How to Select Sustainable Compounders Vladimir Demine Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.

Global Multi-Asset Viewpoint • 31-Mar-2019
GMA Viewpoint: Cyclical Assets Have Room to Outperform as Global Growth Recovers Cyril Moulle-Berteaux, Sergei Parmenov MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Cyclical Assets Have Room to Outperform as Global Growth Recovers"

Sustainability Insight • 27-Mar-2019
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.

Sustainability Insight • 27-Mar-2019
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.

Sustainability Insight • 27-Mar-2019
Being Principled, Without Sacrificing Return William Lock William Lock explains why there is no need for compromise between returns and principles.

Sustainability Insight • 27-Mar-2019
Holistic and Responsible Investing in a Rapidly Changing World William Lock Laura Bottega discusses how global factors encourage companies to balance profit and ESG.

Sustainability Insight • 27-Mar-2019
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.

Global Fixed Income Insights • 27-Mar-2019
Beware Modern Monetary Theory: An Opinion on Risks Jim Caron The increasingly popular narrative of modern monetary theory is causing people to question the Fed's monetary policy. Jim Caron discusses how applying this theory may have long-term economic risks.

Global Fixed Income Bulletin • 20-Mar-2019
Where To From Here? Global Fixed Income Team Central banks becoming more dovish, U.S.-China relations and Brexit have left uncertainty hanging over the markets. Where will we go from here? The Global Fixed Income team shares their views.

Market Outlook • 19-Mar-2019
On the Road Again: Fiscal Stimulus Around the World Christian Goldsmith, Andrew Harmstone This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

Macro Insight • 19-Mar-2019
On the Road Again: Fiscal Stimulus Around the World Andrew Harmstone Major infrastructure programmes might be the key to reducing the risk of global recession and getting the economy “on the road again.”

Market Outlook • 19-Mar-2019
Applied Equity Advisors March 2019 Commentary Andrew Slimmon Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.

GLOBAL EQUITY OBSERVER • 13-Mar-2019
When Management Gets “Strategic” William Lock, Dirk Hoffmann-Becking, Bruno Paulson Find out why company management getting “strategic” is a red flag for the International Equity Team.

Media Appearance • 11-Mar-2019
Andrew Slimmon on CNBC "Power Lunch" Andrew Slimmon Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.

Sustainability Insight • 07-Mar-2019
ESG and Sustainable Investing Report Kristian Heugh, Marc Fox The Global Opportunity Team shares its new annual report on ESG engagement activity.

Investment Insight • 28-Feb-2019
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.

Global Multi-Asset Viewpoint • 28-Feb-2019
GMA Viewpoint: Australia Housing Bubble Starting to Deflate Cyril Moulle-Berteaux, Sergei Parmenov MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Australia Housing Bubble Starting to Deflate "

Market Outlook • 28-Feb-2019
Applied Equity Advisors February 2019 Commentary Andrew Slimmon Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary

Market Outlook • 25-Feb-2019
Global Brands: A year in review and the year ahead Bruno Paulson 2019 is all about the earnings. Bruno Paulson discusses 2018 and why Global Brands’ defensive characteristics will continue to be needed this year.

Market Outlook • 25-Feb-2019
Global Brands: A year in review and the year ahead Bruno Paulson 2019 is all about the earnings. Bruno Paulson discusses 2018 and why Global Brands’ defensive characteristics will continue to be needed this year.

Macro Insight • 25-Feb-2019
A Case for Euro Aggregate Fixed Income Portfolios Leon Grenyer, Richard Class The Global Fixed Income Team shares their views on why euro fixed income portfolios may be best handled by one overall portfolio manager.

Macro Insight • 21-Feb-2019
Global Balanced Risk Control Team Market Update Christian Goldsmith In late 2018, the GBaR team’s defensive positioning helped protect portfolios from falling equity markets. A common question from clients as the team entered 2019 was ‘what would make you more positive on equities?’ Watch Christian Goldsmith, Portfolio Specialist of the GBaR team’s latest market update video to explain.

Investment Focus • 21-Feb-2019
It’s Not All About Urban Infill Morgan Stanley Real Estate Investing The latest paper from MSIM’s Real Assets Research & Investing team explores the current and emerging trends in the U.S. industrial real estate sector

Global Fixed Income Bulletin • 20-Feb-2019
Why It's Different This Time Global Fixed Income Team 2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.

Investment Focus • 20-Feb-2019
Secondaries v2.0: The Era of Transformation AIP Private Markets Team What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.

Global Equity Observer • 20-Feb-2019
Not Out of the Woods Yet William Lock, Dirk Hoffmann-Becking, Bruno Paulson January brought better news, but beware straying from the high-quality path, warns the International Equity Team’s Bruno Paulson – we’re not out of the woods yet.

Market Outlook • 19-Feb-2019
Three Climate Tipping Points Shaping Markets Today Christian Goldsmith, Andrew Harmstone This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

Macro Insight • 19-Feb-2019
Three Climate Tipping Points Shaping Markets Today Andrew Harmstone Climate change is pushing us to reach political, social and economic “tipping points.” The MSIM GBaR team examines the implications for investors.

Global Multi-Asset Viewpoint • 31-Jan-2019
Secular Outlook for Bond Yields: Structurally Higher MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".

Press Release • 25-Jan-2019

Morgan Stanley Capital Partners Completes Investment in Clarity Software Solutions

Morgan Stanley Capital Partners

Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Clarity Software Solutions. MSCP is partnering with the current management team led by founder Sean Rotermund, who will remain CEO and continue to drive organic growth and product development during the investment.

Market Outlook • 23-Jan-2019
4Q18 Review/Outlook: Global Fixed Income Opportunities Jim Caron Jim Caron reviews the fourth quarter of 2018 and shares his outlook on how cash may be dethroned as king in 2019.

Investment Insight • 22-Jan-2019
Conducting Due Diligence on Alternative Risk Premia AIP Hedge Fund Team 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.

Global Fixed Income Bulletin • 22-Jan-2019
Brave New Year Global Fixed Income Team With a turbulent end to 2018, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2019.

Global Equity Observer • 15-Jan-2019
Multiples Are Down, Risks Are Not William Lock, Dirk Hoffmann-Becking, Bruno Paulson Could falling earnings and a liquidity squeeze prove toxic to asset prices? Where to hide? Asks Morgan Stanley’s International Equity Team.

Connecting the Dots • 15-Jan-2019
Simhavalokana 2018 Swanand Kelkar In this article, Swanand Kelkar looks back at the tumultuous events of 2018 and reflects upon the lessons he learned as an investor.

Sustainability Council • 14-Jan-2019
About the Investment Management Sustainability Council The IM Sustainable Investing Council drives IM’s global effort by promoting an overall framework for integrating ESG and ESG standards into IM’s investment processes, product development, measurement, education, client engagement and reporting.

Sustainability Insight • 07-Jan-2019
A Yield Focused ESG Approach Sarah Harrison, Joseph Mehlman Can you incorporate ESG investing into a fixed income portfolio without giving up yield? The Global Fixed Income Team shares why they believe the answer is a resounding yes.

Market Outlook • 31-Dec-2018
Applied Equity Advisors January 2019 Commentary Andrew Slimmon Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary

Macro Insight • 31-Dec-2018
Indian Equity: An All-Weather Asset Class Swanand Kelkar, Ruchir Sharma 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.

Global Multi-Asset Viewpoint • 31-Dec-2018
GMA Viewpoint: Key Investment Themes Into 2019 Cyril Moulle-Berteaux, Sergei Parmenov MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Key Investment Themes Into 2019"

Investment Insight • 24-Dec-2018

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