Global Brands Fund Webinar

03 FEBRUARY 2026

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Featuring William Lock, Portfolio Manager and Head of MSIM’s International Equity Team, discussing the Global Brands Fund's approach to investing in high quality businesses, the market conditions affecting performance, and the strategic outlook for the fund.

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International Equity Team

The International Equity team follows a disciplined investment process based on fundamental analysis and bottom-up stock selection. They believe that the best route to attractive long-term returns is through compounding and providing reduced downside participation.

Featured Insights

Consilient Observer

Opportunities and Expectations: The Present Value of Growth Opportunities in Valuation

Stock prices reflect the value of current earnings and the option to make investments that create value, the present value of growth opportunities (PVGO). We analyze how PVGO as a percentage of price serves as a measure of market timing and find it has some use. Next, we observe that the stocks of companies with low PVGO percentages outperformed those with high percentages. Lastly, a simple analysis suggests the PVGO percentage provided a higher return than the value factor in recent years.

18-Jun-2026

Takeaways & Key Expectations

Equity Market Commentary - June 2026

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reminds investors to think beyond the macro. Instead, he encourages a focus on the micro, specifically the extraordinary Q1 results delivered so far that are forcing analysts to raise future earnings estimates.

17-Jun-2026

Media Advisory

Inside Alternatives LIVE with Morgan Stanley Investment Management

Morgan Stanley Investment Management (MSIM) introduces Inside Alternatives LIVE, a real-time, interactive forum bringing together senior MSIM alternatives investment leaders to discuss structural trends, market dynamics and portfolio considerations.

17-Jun-2026

Press Release

MSREI Acquires Metra Living from LQ in Partnership with Ridgeback Group for 1.045 Billion

Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), alongside Ridgeback Group (Ridgeback), announced today the acquisition of the Private Rented Sector (PRS) business of London & Quadrant Housing Trust (L&Q), which trades as Metra Living, for a total enterprise value of £1.045 billion.

16-Jun-2026