Private Markets Perspectives Q4 Webinar

In The BEAT 2026 Outlook we highlighted key themes that we see across the global investment landscape. Watch the video to find out.

Neha Champaneria Markle, head of Morgan Stanley Private Equity Solutions, sits down with InvestmentNews anchor Gregg Greenberg to discuss how her team makes private equity available to individual investors, the opportunities in the lower middle market and why Morgan Stanley’s broader platform and resources give her team an edge.

As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

The investment process leverages the team's strengths: exploring a vast investment universe, focusing on idea generation, and capturing trading alpha. With over 100 countries, the team uses countries as research units, ignoring benchmarks to reduce costs. They focus on political cycles and policy premiums, forecasting changes for long and short positions. Sovereign debt markets are key, with currency, rates, and spreads impacted by policy shifts.