Video: The 40% Conundrum (Navigating with Limited Visibility)

NOVEMBER 21, 2025

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Global fixed income markets are entering a more uncertain phase following the Fed’s second consecutive rate cut and delayed U.S. data releases. Watch our latest video to observe how investors can stay flexible and focused on income in our November outlook.

Fixed Income Team

Our fixed income investment capabilities are driven by seven specialized teams – Agency MBS, Broad Markets Fixed Income, Emerging Markets, Floating-Rate Loans, High Yield, Municipals, and Securitized – which span the global fixed income capital markets.

Broad Markets Fixed Income Team

Our team provides exposure to what we consider the best ideas in fixed income. Leveraging the expertise of our specialized teams, we use a team-based, rigorous and disciplined process that seeks out superior and repeatable results.

Fixed Income Team

Our capabilities are driven by six specialized teams that span the global fixed income capital markets. Each specialized team has the autonomy to implement its own approach while centralized resources allow them to focus on driving investment excellence.

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Press Release

Morgan Stanley Real Estate Investing Acquires MorningStar Denver Senior Living Portfolio for $305 Million

Morgan Stanley Investment Management and MorningStar Senior Living (MorningStar) announced today that investment funds managed by Morgan Stanley Real Estate Investing (MSREI) have acquired a MorningStar senior housing portfolio from Kayne Anderson Real Estate for $305 million. The portfolio is comprised of 463 units across three communities near Denver. MorningStar, a leading senior housing operator based in Denver, will continue to operate the communities.

04-Dec-2025

Caron’s Corner

The Shape of Things To Come in 2026: From K-Shaped to U

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

04-Dec-2025

Monthly

The BEAT 2026 Outlook

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

03-Dec-2025

Big Picture

Video: Tariffs – Illusion Versus Reality

Tariffs don’t just hit abroad, they hit at home. In our latest Big Picture video, Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group breaks down the limitations of country-driven tariff policy given complex global dependencies in sectoral manufacturing supply chains.

02-Dec-2025