Insights

 
 
 
 
 
 

Market Pulse

Global Factors Impacting the Fed's Rate Policy 

11-Jul-2019 

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.
 

Fixed-Income-Team-Tile
 

Connecting the Dots

Why Is Popcorn So Expensive at the Movies? 

01-Jul-2019 

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.
 

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Market Pulse

U.S.-China Talks at G20 Go Slightly Better than Expected 

01-Jul-2019 

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.
 

Fixed-Income-Team-Tile
 

Global Equity Observer

Journey Into The Unknown 

25-Jun-2019 

Journey into the unknown: the International Equity Team talks politics, profits and pricing power.
 

Rope bridge leading into mist
 

Global Fixed Income Bulletin

Déjà vu...Maybe Not 

25-Jun-2019 

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.
 

Vertically reflected image of architectural glass
 

Market Pulse

Cashing in on Fed ‘Insurance’ Rate Cuts 

24-Jun-2019 

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.
 

Fixed-Income-Team-Tile
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Project Management Academy 

18-Jun-2019 

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.
 

Capital Partners - Insight Tile
 

Market Pulse

Volatility May Rise as Prices Decipher the Fed 

18-Jun-2019 

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.
 

Fixed-Income-Team-Tile
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Ovation Fertility 

17-Jun-2019 

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.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Impact Fitness 

11-Jun-2019 

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.
 

Capital Partners - Insight Tile
 

Press Release

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

04-Jun-2019 

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.
 

Capital Partners - Insight Tile
 

Market Outlook

Applied Equity Advisors Investment Process  

04-Jun-2019 

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.
 

Andrew Slimmon Portrait
 

Market Outlook

Applied Equity Advisors June 2019 Commentary  

03-Jun-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.
 

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VIDEO: Midgame 

31-May-2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Market Pulse

What is the Rates Market Telling Us? 

31-May-2019 

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.
 

Fixed-Income-Team-Tile
 

Macro Insight

Midgame 

31-May-2019 

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.
 

shipping dock
 

Media Appearance

ESG Investing, Europe 2019 Report  

30-May-2019 

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.
 

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Market Outlook

Andrew Slimmon's Outlook on the Current Markets 

30-May-2019 

Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.
 

andrew slimmon
 

Investment Insight

An Introduction to Alternative Lending 

28-May-2019 

Alternative lending is an asset class borne of bank disintermediation and technological innovation. In this paper, Ken Michlitsch shares his insights on the space.
 

man on phone
 

Macro Insight

How Flexible is Your Approach? 

23-May-2019 

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.
 

9576586-AEA-Golf-Insight-Tile
 

Press Release

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

17-May-2019 

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.
 

Credit Partners Team - Insight Tile
 

Global Equity Observer

Credit Where Credit Is Due 

17-May-2019 

With shadow banking subdued, the International Equity Team considers the risks involved in the new Chinese corporate debt.
 

china flag
 

Global Fixed Income Bulletin

And the Beat Goes On... 

16-May-2019 

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.
 

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Market Outlook

Applied Equity Advisors May 2019 Commentary  

15-May-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.
 

aea-team
 

Investment Insight

Fintech Continues to Disrupt Consumer Lending 

15-May-2019 

In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.
 

Consumer on mobile phone using banking application.
 

Sustainability Insight

An Emerging Markets Approach to ESG: Our Progress 

10-May-2019 

The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.
 

emerging-markets-approach-esg-progress
 

Investment Insight

The Rise of Hedge Fund Coinvestments 

10-May-2019 

Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
 

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Market Pulse

U.S.-China Tensions: Not a Widespread Risk…Yet 

06-May-2019 

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
 

Fixed-Income-Team-Tile
 

Market Pulse

The Fed's Conundrum 

02-May-2019 

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.
 

Fixed-Income-Team-Tile
 

Market Outlook

1Q19 Review/Outlook: Global Fixed Income Opportunities 

30-Apr-2019 

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.
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: Value in the Eurozone 

30-Apr-2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value in the Eurozone."
 

GMA-Tile
 

Macro Insight

A Tale of Risk  

29-Apr-2019 

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.
 

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Investment Focus

Debunking Six Myths About Climate Investing 

29-Apr-2019 

AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
 

Debunking-Climate-Polar-bear-Tile
 

Market Outlook

VIDEO: A Tale of Risk 

29-Apr-2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Press Release

PE-backed XRI buys Fountain Quail Water Treatment 

24-Apr-2019 

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.
 

Energy Partners Team - Insight Tile
 

Global Fixed Income Bulletin

Goldilocks Redux? 

17-Apr-2019 

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.
 

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Sustainability Insight

Engage - Spring 2019 

17-Apr-2019 

The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
 

engage-sustainability-report
 

Sustainability Insight

Compounding with a Conscience 

16-Apr-2019 

The International Equity Team’s discusses its latest offering, Global Sustain, and why understanding ESG factors is essential for successful compounding.
 

collection of glass orbs featuring regions of the globe
 

Global Equity Observer

In Search of a Late-Cycle Buffer 

12-Apr-2019 

The International Equity Team asks: is it time to deploy a late-cycle buffer?
 

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Macro Insight

A Positive Outlook for Europe 

12-Apr-2019 

Ric Ford, Head of Global Credit, shares his views on how reversing negative factors are creating a positive outlook for Europe and European credit.
 

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Sustainability Insight

Integrating ESG in Emerging Markets Investing 

04-Apr-2019 

Vishal Gupta explains how ESG is integrated into the Emerging Markets Leaders investment process.
 

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Sustainability Insight

How to Select Sustainable Compounders 

03-Apr-2019 

Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.
 

Fossil spiral shell in stone
 

Global Multi-Asset Viewpoint

GMA Viewpoint: Cyclical Assets Have Room to Outperform as Global Growth Recovers 

31-Mar-2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Cyclical Assets Have Room to Outperform as Global Growth Recovers"
 

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Sustainability Insight

ESG Is Crucial to High-Quality Compounding 

27-Mar-2019 

Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.
 

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Sustainability Insight

ESG Focus Adds Value For Our Clients 

27-Mar-2019 

Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.
 

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Sustainability Insight

Being Principled, Without Sacrificing Return 

27-Mar-2019 

William Lock explains why there is no need for compromise between returns and principles.
 

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Sustainability Insight

Holistic and Responsible Investing in a Rapidly Changing World 

27-Mar-2019 

Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
 

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Sustainability Insight

Investing Wisely By Avoiding Permanent Destruction of Capital 

27-Mar-2019 

Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.
 

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Global Fixed Income Insights

Beware Modern Monetary Theory: An Opinion on Risks 

27-Mar-2019 

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.
 

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Global Fixed Income Bulletin

Where To From Here? 

20-Mar-2019 

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.
 

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Market Outlook

On the Road Again: Fiscal Stimulus Around the World 

19-Mar-2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Macro Insight

On the Road Again: Fiscal Stimulus Around the World 

19-Mar-2019 

Major infrastructure programmes might be the key to reducing the risk of global recession and getting the economy “on the road again.”
 

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Market Outlook

Applied Equity Advisors March 2019 Commentary  

19-Mar-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
 

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GLOBAL EQUITY OBSERVER

When Management Gets “Strategic” 

13-Mar-2019 

Find out why company management getting “strategic” is a red flag for the International Equity Team.
 

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Media Appearance

Andrew Slimmon on CNBC "Power Lunch" 

11-Mar-2019 

Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.
 

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Sustainability Insight

ESG and Sustainable Investing Report 

07-Mar-2019 

The Global Opportunity Team shares its new annual report on ESG engagement activity.
 

GO-GlboalOpp-Tile
 

Investment Insight

Machine Learning Is Changing the Game for the Next Generation of Consumer Borrowers 

28-Feb-2019 

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.
 

machine-learning
 

Global Multi-Asset Viewpoint

GMA Viewpoint: Australia Housing Bubble Starting to Deflate  

28-Feb-2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Australia Housing Bubble Starting to Deflate "
 

GMA-Tile
 

Market Outlook

Applied Equity Advisors February 2019 Commentary  

28-Feb-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
 

aea-team
 

Market Outlook

Global Brands: A year in review and the year ahead 

25-Feb-2019 

2019 is all about the earnings. Bruno Paulson discusses 2018 and why Global Brands’ defensive characteristics will continue to be needed this year.
 

393x348_Bruno_video
 

Macro Insight

A Case for Euro Aggregate Fixed Income Portfolios 

25-Feb-2019 

The Global Fixed Income Team shares their views on why euro fixed income portfolios may be best handled by one overall portfolio manager.
 

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Macro Insight

Global Balanced Risk Control Team Market Update 

21-Feb-2019 

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.
 

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Investment Focus

It’s Not All About Urban Infill 

21-Feb-2019 

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
 

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Global Fixed Income Bulletin

Why It's Different This Time 

20-Feb-2019 

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.
 

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Investment Focus

Secondaries v2.0: The Era of Transformation 

20-Feb-2019 

What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.
 

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Global Equity Observer

Not Out of the Woods Yet 

20-Feb-2019 

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.
 

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Market Outlook

Three Climate Tipping Points Shaping Markets Today  

19-Feb-2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Macro Insight

Three Climate Tipping Points Shaping Markets Today  

19-Feb-2019 

Climate change is pushing us to reach political, social and economic “tipping points.” The MSIM GBaR team examines the implications for investors.
 

three-tipping-points
 

Global Multi-Asset Viewpoint

Secular Outlook for Bond Yields: Structurally Higher 

31-Jan-2019 

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

GMA-Tile
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Clarity Software Solutions 

25-Jan-2019 

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.
 

Capital Partners - Insight Tile
 

Market Outlook

4Q18 Review/Outlook: Global Fixed Income Opportunities 

23-Jan-2019 

Jim Caron reviews the fourth quarter of 2018 and shares his outlook on how cash may be dethroned as king in 2019.
 

4Q18-GFIO-Outlook
 

Investment Insight

Conducting Due Diligence on Alternative Risk Premia 

22-Jan-2019 

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.
 

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Global Fixed Income Bulletin

Brave New Year 

22-Jan-2019 

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.
 

brave-new-world
 

Global Equity Observer

Multiples Are Down, Risks Are Not 

15-Jan-2019 

Could falling earnings and a liquidity squeeze prove toxic to asset prices? Where to hide? Asks Morgan Stanley’s International Equity Team.
 

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Connecting the Dots

Simhavalokana 2018 

15-Jan-2019 

In this article, Swanand Kelkar looks back at the tumultuous events of 2018 and reflects upon the lessons he learned as an investor.
 

insight-connecting-dots_sept_tile
 

Sustainability Council

About the Investment Management Sustainable Investing Council 

14-Jan-2019 

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.
 

esg-brochure
 

Sustainability Insight

A Yield Focused ESG Approach 

07-Jan-2019 

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.
 

yield-focused-esg-approach
 

Market Outlook

Applied Equity Advisors January 2019 Commentary  

31-Dec-2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary
 

aea-team
 

Macro Insight

Indian Equity: An All-Weather Asset Class 

31-Dec-2018 

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.
 

Indian-Equity-All-Weather-Asset
 

Global Multi-Asset Viewpoint

GMA Viewpoint: Key Investment Themes Into 2019 

31-Dec-2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Key Investment Themes Into 2019"
 

GMA-Tile
 

Global Fixed Income Insights

2019 Convertibles Outlook: It's All Relative 

28-Dec-2018 

Trying to figure out which asset class could become a break-out performer in 2019? The Convertible Bond Team discusses how convertible bonds can be a valuable portfolio diversification tool, amid higher rates and volatility next year.
 

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Investment Insight

2019 Global Real Estate Outlook 

24-Dec-2018 

The Real Assets Research & Investing Team examines what real estate investors may expect in 2019.
 

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Press Release

Vbrick Appoints Christian Rockwell as Chief Marketing Officer 

20-Dec-2018 

Vbrick, a Morgan Stanley Expansion Capital portfolio company and the leader in enterprise video platform solutions, today announced that Christian Rockwell, an accomplished marketing executive for high-growth technology businesses, has been appointed as Chief Marketing Officer. In this role Rockwell will be responsible for marketing strategy and will lead the global marketing organization for the rapidly-growing company.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Market Outlook

2019 – To Neutral and Beyond? 

20-Dec-2018 

As we look ahead to the new year, the key question for liquidity investors is what is the Federal Reserve’s neutral rate. This inferred rate will likely determine the path of interest rates in 2019 and beyond, as the Fed shifts their policy towards managing around neutral.
 

neutral-and-beyond
 

Investment Insight

The EDGE: Automation/Robotics 

18-Dec-2018 

Robots are disrupting several markets as improvements in sensors, software and grippers open a new era in robotics. MSIM’s Counterpoint Global team looks at this trend.
 

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GLOBAL EQUITY OBSERVER

In Praise of Tortoises…and Compounders 

17-Dec-2018 

A fast-paced hare may seem the more enticing investment, but if your goals are long-term, then the tortoise is a better fit. Bruno Paulson talks compounders.
 

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Global Fixed Income Insights

Emerging Markets Look Forward to 2019 

17-Dec-2018 

2018 was a challenging year for emerging markets, but the market may be setting up the asset class for a rebound in 2019. The Emerging Markets Debt Team discusses.
 

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Global Fixed Income Insights

Positive Outlook for Securitized Supported by Strong Consumer Credit Conditions 

17-Dec-2018 

Strong consumer credit conditions are painting a positive outlook for securitized assets in the year ahead. The Securitized Asset Team discusses
 

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Sustainability Insight

ESG Scores: What are they good for? 

17-Dec-2018 

Scoring funds on ESG criteria is common, but is it useful? Bruno Paulson shares his view.
 

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Market Outlook

Europe — forever the ugly duckling? 

17-Dec-2018 

Morgan Stanley’s European Equity Team discusses whether there are reasons for optimism for investing in Europe in 2019.
 

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Sustainability Insight

Governance: Without It, All Else Fails 

14-Dec-2018 

The higher the quality of a company, the more important its governance, says William Lock of Morgan Stanley.
 

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Global Fixed Income Bulletin

November's Blues 

14-Dec-2018 

As the weather has cooled, so have the markets. The Global Fixed Income Team shares their outlook for investment opportunities in 2019.
 

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Press Release

Medsphere Closes $32 Million Financing Led by Morgan Stanley Expansion Capital 

13-Dec-2018 

Medsphere Systems Corporation, the leading provider of affordable and interoperable healthcare information technology (IT) solutions and services, today announced the closing of $32 million in financing from Morgan Stanley Expansion Capital and East West Bank. The company will use the funds to address accelerating demand for Medsphere’s comprehensive suite of healthcare IT solutions and services, and for strategic acquisitions.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Sustainability Insight

The Value of Engagement: Understanding Management Quality  

13-Dec-2018 

Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.
 

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Macro Insight

2019 Emerging Markets Outlook: After Tech Corrects, What Next? 

13-Dec-2018 

What is in store for emerging markets after the mania for tech passes? The Global Emerging Markets Team shares their perspective.
 

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Press Release

Morgan Stanley Investment Management Raises Over $1.4 Billion for North Haven Tactical Value Fund 

12-Dec-2018 

Morgan Stanley Investment Management announced it has raised over $1.4 billion for North Haven Tactical Value Fund LP and its related funds, significantly exceeding its original fundraising target. The Fund seeks to invest in private, long-term and often illiquid opportunities that are identified primarily by leveraging the global Morgan Stanley network and come from a wide range of asset classes, sectors and geographies.
 

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2019 Outlook

Dysfunction Junction? 

12-Dec-2018 

Counterproductive government policies across markets have weakened the global economy. Many started with sound intentions, some outlived their usefulness and all were exacerbated by the trade war.
 

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Press Release

Morgan Stanley Capital Partners Completes Sale of Hojeij Branded Foods 

11-Dec-2018 

Investment funds managed by Morgan Stanley Capital Partners (MSCP) today announced the sale of their majority interest in Hojeij Branded Foods (HBF), a leading North American airport food and beverage concessionaire, to Lagardère Travel Retail (Paris:MMB) for $330 million. MSCP acquired a majority stake in HBF from its founders in July 2015 in a transaction that valued the company at $155 million.
 

Capital Partners - Insight Tile
 

Global Fixed Income Insights

The Four C's for 2019: Caffeine, Credit, China & Chameleons 

10-Dec-2018 

Will it be a soft, bumpy or hard landing from the highs of 2018? We believe the answer lies with four market challenges: caffeine, credit, china and chameleons.
 

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Investment Insight

2019 Market Outlook - Hedge Funds: Opportunities in Shifting and Volatile Markets 

09-Dec-2018 

As quantitative easing ends, investors should prepare themselves for higher volatility. We believe hedge funds are well positioned to exploit opportunities in a way that other managers simply can’t.
 

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Investment Focus

Coworking, Friend or Foe? 

03-Dec-2018 

In their latest paper, the Real Assets Research and Investing team investigate the impact of coworking on the office sector
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: The Case for Higher Gold Prices 

30-Nov-2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Case for Higher Gold Prices ”
 

GMA-Tile
 

Press Release

PPC Flexible Packaging buys Temkin International 

27-Nov-2018 

PPC Flexible Packaging, LLC, which is backed by Morgan Stanley Capital Partners and is a leading provider of custom flexible packaging for specialty food and healthcare markets, today announced the acquisition of Payson, Utah–based Temkin International.
 

Capital Partners - Insight Tile
 

Market Outlook

Applied Equity Advisors November 2018 Commentary 

27-Nov-2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the November 2018 Monthly Commentary
 

five-ideas-aea-team
 

GLOBAL EQUITY OBSERVER

(Trade) War – What is it good for? 

15-Nov-2018 

(Trade) War – what is it good for? The International Equity Team evaluates.
 

insight-9405842-tile
 

Global Fixed Income Bulletin

An October to Remember 

12-Nov-2018 

October lived up to its infamous reputation for market volatility. What can we expect for the months ahead? The Global Fixed Income Team shares their views.
 

9409826-Tile
 

Press Release

Samanage Raises $30M Series D Funding Round Led by Morgan Stanley Expansion Capital 

08-Nov-2018 

Samanage, the service success company, today announced a $30 million investment from Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. Samanage seeks to accelerate their exceptional year-over-year growth and expand their global market share in the IT Service Management (ITSM) industry.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Visionary Integration Professionals Secures Morgan Stanley Investment 

08-Nov-2018 

Visionary Integration Professionals (VIP) today announced an investment by Morgan Stanley Credit Partners. The new funding will further accelerate the growth of VIP and its wholly-owned subsidiary, Meridian Knowledge Solutions (Meridian), based in Reston, VA.
 

Credit Partners Team - Insight Tile
 

Press Release

Firms Unite as a Unified Market Leader: Ardurra Group 

05-Nov-2018 

Ardurra-King, the 4th fastest growing Engineering firm in the country, has rebranded itself Ardurra Group, Inc. The firm consists of 3PL Consulting, AndersonPenna Partners, BCG Engineering, CTT Engineering, King Engineering Associates, PCA Global, Eco Consultants, and Stouten Cramer. We are also introducing our new tag line: Collaborate. Innovate. Create.
 

Credit Partners Team - Insight Tile
 

Press Release

Morgan Stanley Investment Management Raises Approximately $400 Million for Eighth Private Growth Equity Fund 

05-Nov-2018 

Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management (MSIM), announced that it has closed on approximately $400 million of capital commitments for North Haven Expansion Equity LP and its related funds, exceeding its original fundraising target capital commitments by nearly $100 million.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Market Pulse

Exploring the "Right-tail-risk": An Upside Surprise to Growth Expectations 

05-Nov-2018 

Many are consumed with calling the next recession, but is stronger growth here to stay? Jim Caron discusses.
 

emerging-markets-debt-team
 

Press Release

Neo4j Closes $80 Million in Series E Funding 

01-Nov-2018 

Neo4j, the leader in graph databases, announced today that it has closed an $80 million Series E funding round led by Morgan Stanley Expansion Capital and One Peak Partners.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Market Outlook

Andrew Slimmon – Euphoria is Not Yet on the Horizon 

30-Oct-2018 

Andrew Slimmon discusses the connection between euphoria, investor psychology and secular bull market cycles.
 

andrew.slimmon
 

Investment Insight

Managed Futures as a Crisis Risk Offset Strategy 

26-Oct-2018 

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.
 

managed-futures-crisis-risk-offset-tile
 

Market Outlook

Applied Equity Advisors October 2018 Commentary  

18-Oct-2018 

Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the October 2018 Monthly Commentary.
 

five-ideas-aea-team
 

Global Equity Observer

Seeking Sustainability: Compounding and ESG 

18-Oct-2018 

The International Equity Team explains why an ESG focus is essential for long-term compounding.
 

insight-GEO-8656888-2x1_tile
 

Market Outlook

3Q18 Review/Outlook: Global Fixed Income Opportunities 

17-Oct-2018 

Jim Caron provides his review of the third quarter of 2018 and his outlook on market opportunities.
 

gfio-3q18-review-outlook
 

Press Release

Morgan Stanley Investment Management Raises over $440 Million for North Haven Thai Private Equity 

12-Oct-2018 

Morgan Stanley Private Equity Asia, the Asia-focused private equity investment platform within Morgan Stanley Investment Management (MSIM), today announced that it has secured over US$440 million in capital commitments for North Haven Thai Private Equity LP and its related funds, versus an initial target of US$300 million. The Fund was launched in partnership with Bangkok Bank, a market-leading Thai financial institution.
 

Thai-PE-1x1_Tile
 

Sustainability Insight

Engage - Fall 2018 

12-Oct-2018 

The inaugural edition of Engage, the International Equity Team’s new semi-annual update on their ESG engagement activity.
 

engage-sustainability-report
 

Press Release

EcoIntense, EcoWebDesk and NordSafety are now Quentic 

11-Oct-2018 

EcoIntense merges its products and businesses into a single, global brand identity: With the release of version 11.0 on October 11th, the HSE and CSR software EcoWebDesk and the associated NordSafety app are rebranded under the uniform name Quentic. EcoIntense and NordSafety are now also operating as Quentic.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Market Pulse

What's Going on in the Markets: A Bond's Eye View 

11-Oct-2018 

Jim Caron discusses the recent market volatility and how there is a mathematical explanation.
 

emerging-markets-debt-team
 

Global Fixed Income Bulletin

Too Much of a Good Thing? 

10-Oct-2018 

The Global Fixed Income team discusses if too much recent U.S. growth is still good for the global economy.
 

Global-Fixed-Income-Bulletin_tile_v1
 

Investment Insight

Introduction to Alternative Risk Premia 

08-Oct-2018 

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.
 

Alternative-Risk-Premia-tile
 

Macro Insight

The U.S. Versus the Rest of the World: Divergence and Correction 

04-Oct-2018 

Since late spring, there has been a sharp divergence in performance between the U.S. and the rest of the world, with investors flocking into the U.S. market. We expect this spike to fully correct eventually and the recent volatility has provided signs of this, though there may be further to go.
 

us-versus-the-rest-of-the-world-tile
 

Macro Insight

The U.S. Versus the Rest of the World: Divergence and Correction 

04-Oct-2018 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

goldsmith
 

Macro Insight

Different People: Human Capital Management and Diversity 

30-Sep-2018 

As with any scarce resource, human capital needs to be protected and nurtured. We discuss global trends and how engaging employees, offering flexible work arrangements, providing training and promoting diversity, can attract talent and increase companies’ competitiveness.
 

Different-Tile
 

Global Multi-Asset Viewpoint

GMA Viewpoint: EM FX Crisis Playbook  

25-Sep-2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “EM FX Crisis Playbook”
 

GMA-Tile_Aug2017
 

Global Fixed Income Insights

The Case for Middle Market High-Yield Investing 

20-Sep-2018 

Richard Lindquist, Head of Global High Yield, discusses how in a world of rising interest rates, he believes middle market high-yield may be the best place to be in the bond market.
 

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Global Fixed Income Insights

When Will the Cycle End? 

19-Sep-2018 

Jim Caron analyses economic cycle indicators and concludes we are closer to the mid-point of the cycle rather than the late point.
 

insight_whenwillthecycleend_tile
 

Global Fixed Income Bulletin

Is the Stress Systemic or Idiosyncratic? 

17-Sep-2018 

The Global Fixed Income team discusses if the stresses which affected the markets in August were predominantly idiosyncratic or if there are more sinister systemic issues at work.
 

Global-Fixed-Income-Bulletin_tile_v1
 

Global Equity Observer

Another Emerging Markets Wobble? 

17-Sep-2018 

In response to the latest emerging markets wobble, the International Equity Team argues that a focus on the fundamentals is the best way to avoid the destruction of capital.
 

insight-GEO-8656888-2x1_tile
 

Media Appearance

Jim Caron on CNBC 

13-Sep-2018 

Jim Caron appeared on CNBC to discuss the recent European Central Bank meeting and his outlook for the Fed.
 

9369458-Tile-with-play
 

Macro Insight

The Beginning of a New Era in Fixed Income 

07-Sep-2018 

We’re undergoing a seismic shift in fixed income and portfolio manager Jim Caron, discusses why you should consider if you're prepared for the changing landscape.
 

caron-1-video_tile
 

Global Multi-Asset Viewpoint

GMA Viewpoint: The Eventual Turn of US Outperformance? 

31-Aug-2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Eventual Turn of U.S. Outperformance?”
 

GMA-Tile
 

Media Appearance

Trade worries weighing on international markets 

30-Aug-2018 

Andrew Slimmon appeared on CNBC Power Lunch to discuss whether the U.S. or emerging markets are a better bet for investors.
 

insight_Trade worries weighing on international markets_tile
 

Macro Insight

How We’re Adapting to the Changing Markets 

29-Aug-2018 

Eric Baurmeister, Head of the Emerging Markets Debt Team, discusses the changing state of the emerging markets, opportunities he sees going forward and how his team is built to adapt to these changes.
 

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Media Appearance

Jim Caron on Bloomberg TV 

29-Aug-2018 

Jim Caron appeared on Bloomberg Daybreak: Americas to examine revised U.S. second-quarter economic growth.
 

insight_jimcarononbloombergdaybreak_Tile
 

Media Appearance

Jim Caron on Bloomberg TV 

29-Aug-2018 

Jim Caron appeared on Bloomberg TV to discuss the potential market impact of a new Nafta trade agreement.
 

jim-caron-on-bloomberg-20180829
 

Press Release

Morgan Stanley Energy Partners and Catalyst Energy Services Announce Strategic Partnership 

20-Aug-2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, and Midland, Texas-based Catalyst Energy Services LLC announced a strategic partnership whereby MSEP has made a majority equity investment in Catalyst to support the growth of the Company’s pressure pumping and other complementary services in premier U.S. oil and gas basins.
 

Energy Partners Team - Insight Tile
 

Media Appearance

Leadership Rotation But No Overall Sell Off 

19-Aug-2018 

Andrew Slimmon discusses the current state of the markets on CNBC Closing Bell Exchange.
 

insight_andrewslimmononcnbc_tile_with play
 

Global Equity Observer

It’s All About The Earnings – The Long-Term Earnings 

15-Aug-2018 

The one sure fact about the next downturn is that it will be different from the last one. The International Equity Team ask which sectors really are defensive.
 

insight-GEO-8656888-2x1_tile
 

Global Fixed Income Bulletin

Awaiting ‘Peak’ Trade Noise 

15-Aug-2018 

The Global Fixed Income team discusses that there comes a time when valuations get stretched too far and how volatility may be poised to pick up.
 

Global-Fixed-Income-Bulletin_tile_v1
 

Macro Insight

Fixed Income: From the Fed to Blockchain 

14-Aug-2018 

As global growth continues, some think we may be in the later stages of the economic cycle. What should fixed income investors be watching in this environment?
 

insight-9321532I-tile
 

Macro Insight

Sand in the Gears  

09-Aug-2018 

Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
 

sand-in-gears-tile
 

Market Outlook

Sand in the Gears 

09-Aug-2018 

Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
 

goldsmith
 

Market Outlook

Applied Equity Advisors August 2018 Commentary 

02-Aug-2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the August 2018 Mid-Month Commentary.
 

five-ideas-aea-team
 

Market Outlook

Review/Outlook: Global Fixed Income Opportunities 

26-Jul-2018 

Jim Caron provides his review of the second quarter of 2018 and his outlook on market opportunities.
 

gfio-2q-jim-caron
 

Connecting the Dots

India’s Generational Shift in Consumption and Debt 

19-Jul-2018 

In this article, Swanand Kelkar discusses the trend that the Indian household, over the next few years, will increasingly lever itself up and spend on consumption.
 

insight-connecting-dots_sept_tile
 

Global Equity Observer

The End of the World As We Know It? 

17-Jul-2018 

Market environments always change, sometimes violently. The International Equity Team asks: is this the end of the world as we know it?
 

insight-GEO-8656888-2x1_tile
 

Global Fixed Income Bulletin

The Macro Trends Which Matter 

16-Jul-2018 

The Global Fixed Income team discusses how U.S. assets and the USD have driven performance year-to-date, but how some key macro trends are expected to drive performance for the rest of the year.
 

Global-Fixed-Income-Bulletin_tile_v1
 

Media Appearance

Jim Caron on CNBC 

12-Jul-2018 

Jim Caron appeared on CNBC Santelli Exchange to discuss rising consumer prices and yield curve flattening.
 

9302283-Jim-Caron-CNBC-Tile
 

Investment Insight

Head to Head: Global Brands and Global Quality 

09-Jul-2018 

The International Equity Team’s Laura Bottega poses some topical questions about the team’s MS INVF Global Brands and Global Quality Funds to portfolio manager Bruno Paulson
 

head-to-head-gf-gq
 

Global Fixed Income Insights

The Flattening Yield Curve: We're Not Too Worried 

09-Jul-2018 

The Global Fixed Income Team discusses why the yield curve is flattening and why they are not overly worried about it.
 

the-flattening-yield-curve
 

Connecting the Dots

A Dashboard Approach: Cutting Through the Noise of Confusing Macro Data 

01-Jul-2018 

The Indian Equity team discuss the implications of macro data on portfolio construction and their stock picking approach.
 

insight-connecting-dots_sept_tile
 

Market Outlook

Applied Equity Advisors June 2018 Monthly Commentary 

30-Jun-2018 

Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the June 2018 Monthly Commentary.
 

five-ideas-aea-team
 

Global Multi-Asset View Point

GMA Viewpoint: Renminbi: End of the Impossible Trinity? 

30-Jun-2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Renminbi: End of the Impossible Trinity?”
 

GMA-Tile
 

Press Release

Vbrick Closes $20 Million in Funding to Fuel Rapid Global Expansion of Enterprise Video 

19-Jun-2018 

Vbrick, the leading provider of enterprise video software, today announced it has received $20 million in funding led by Morgan Stanley Expansion Capital, with participation from existing investors Acme Nova and Adams Capital. The funding will build upon the rapid adoption of Vbrick’s video platform into the enterprise market by accelerating the pace of innovation, growing sales and marketing, and fueling the company’s partner ecosystem.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Comar 

19-Jun-2018 

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 Comar Holding Company, LLC. MSCP partnered with the current management team, led by Michael Ruggieri, who will remain CEO and continue to drive organic and acquisition growth.
 

Capital Partners - Insight Tile
 

Press Release

Cohesity Raises $250 Million in Funding Round Led by SoftBank Vision Fund 

11-Jun-2018 

Cohesity, the leader of hyperconverged secondary storage, today announced it raised $250 million in an oversubscribed Series D funding round led by the SoftBank Vision Fund with strong participation from strategic investors Cisco Investments, Hewlett Packard Enterprise (HPE), and Morgan Stanley Expansion Capital. The investment is a testament to Cohesity’s leadership in transforming data center and cloud operations with web-scale simplicity for secondary data.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Sustainability Insight

Sustainable Signals 

11-Jun-2018 

In a survey of institutional investors, 70% said they are integrating sustainable investing into their investment process, signaling just how quickly the ESG imperative is catching on.
 

Sustainable-Signals-Tile
 

Press Release

Morgan Stanley Energy Partners and Presidio Petroleum Announce Strategic Partnership 

01-Jun-2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, and Fort Worth, Texas-based Presidio Investment Holdings LLC announced today a strategic partnership whereby MSEP has made a majority equity investment in Presidio Petroleum.
 

Energy Partners Team - Insight Tile
 

Global Multi-Asset View Point

GMA Viewpoint: Been Down So Long / It Seem Like Up To Me – May 2018  

31-May-2018 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: "Been Down So Long / It Seem Like Up To Me"
 

GMA-Tile_Aug2017
 

Investment Insight

The EDGE: Blockchain 

15-May-2018 

Counterpoint Global examines Blockchain, the technology behind it and its potential disruptive power.
 

EDGE-Blockchain-tile
 

Press Release

Fusion Completes Private Placement of Common Stock Led by Morgan Stanley Credit Partners 

08-May-2018 

Fusion (NASDAQ:FSNN), a leading provider of cloud services, announced today that on May 4, 2018, it closed a private placement (the “Private Placement”) of 1,523,811 shares of its common stock. The shares were priced at $5.25 per share for gross proceeds of $8.0 million. Proceeds from the Private Placement will be used by Fusion for general corporate purposes.
 

Credit Partners Team - Insight Tile
 

Press Release

Fusion Announces Closing of Birch Acquisition 

07-May-2018 

Fusion (NASDAQ:FSNN), a Morgan Stanley Credit Partners portfolio company and a leading provider of cloud services, announced that on May 4, 2018, it closed its previously-announced acquisition of the Cloud and Business Services business of Birch Communications Holdings, Inc. The acquisition was completed through a merger of a wholly-owned subsidiary of Fusion with and into Birch.
 

Credit Partners Team - Insight Tile
 

Press Release

Concentra Analytics Completes a £41 Million Growth Equity Investment 

01-May-2018 

Concentra Analytics, the creator of Software as a Service (“SaaS”) data solutions used to visualize, model and track business operations, today announced the completion of a £41 million growth equity investment led by One Peak Partners, with participation from co-investors Morgan Stanley Expansion Capital, Joseph Schull, Connected Capital, as well as existing shareholder, City Securities.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

VizExplorer Announces Strategic Investment by Morgan Stanley Expansion Capital 

17-Apr-2018 

VizExplorer today announced that it has closed a strategic investment round by Morgan Stanley Expansion Capital. The investment will enable VizExplorer to scale business operations, enhance its analytics platform and deliver new solutions for additional verticals including manufacturing, entertainment venues and healthcare.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Brazos Midstream Agrees to Sell Delaware Basin Subsidiaries to Morgan Stanley Infrastructure for $1.75 Billion 

09-Apr-2018 

Brazos Midstream Holdings, LLC ("Brazos" or the "Company") and its financial sponsor, Old Ironsides Energy, today announced they have entered into a definitive agreement to sell its Delaware Basin subsidiary companies to North Haven Infrastructure Partners II ("NHIP II") and related funds for approximately $1.75 billion in cash. Closing is expected in the second quarter of 2018 and is subject to customary approvals and closing conditions.
 

Infrastructure - Insight Tile
 

Press Release

Jana Small Finance Bank commences operations. To continue its focus on financial inclusion 

28-Mar-2018 

Jana Small Finance Bank (formerly Janalakshmi Financial Services, India’s leading micro-finance company), a Morgan Stanley Private Equity Asia portfolio holding, announced commencement of its banking operations. To cover its extensive customer base, Jana Small Finance Bank will initially open 19 branches across 18 states and expand to 200 banking outlets including the 25% unbanked rural branches by June 2018.
 

PEAsia Team - Insight Tile
 

Press Release

Orthofix Announces Agreement to Acquire Spinal Kinetics 

15-Mar-2018 

Orthofix International N.V. (NASDAQ:OFIX), a global medical device company backed by Morgan Stanley Expansion Capital and focused on musculoskeletal healing products and value-added services, today announced that it has entered into a definitive agreement to acquire Spinal Kinetics Inc., a privately held developer and manufacturer of artificial cervical and lumbar discs.
 

Expansion Capital Team - Private Credit - Insight Tile
 

Press Release

Fisher Container Launches Company Rebrand to PPC Flexible Packaging 

26-Feb-2018 

Fisher Container Holdings, LLC, which is backed by Morgan Stanley Capital Partners and is a leading provider of custom flexible packaging for food and healthcare industries, today announced the rebranding of its subsidiaries Fisher Container, LLC and Packaging Products Corporation, LLC into the new entity PPC Flexible Packaging.
 

Capital Partners - Insight Tile
 

Press Release

Clinton Burgess Appointed CEO of CoAdvantage 

05-Feb-2018 

CoAdvantage Corporation, a Morgan Stanley Capital Partners portfolio company and a leading national provider of strategic human resource solutions for small to mid-sized companies, today announced that Clinton Burgess has been appointed Chief Executive Officer of the combined CoAdvantage organization. Mr. Burgess assumes this role following his prior successful leadership as CEO of Progressive Employer Management Company (PEMCO), which merged with CoAdvantage in October 2017.
 

Capital Partners - Insight Tile
 

Press Release

Tiff's Treats $25 Million Funding Round Led By Morgan Stanley Expansion Capital 

15-Nov-2017 

Tiff’s Treats, the Austin-based company that created the warm cookie delivery concept, today announced a $25 million investment round led by investment funds managed by Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. The Series D investment will be used primarily to support further national expansion and continued investment in the company’s technology leading ordering and delivery platform.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Macro Insight

The Power of Compounders with William Lock 

27-Sep-2017 

William Lock explains why he believes a company’s intangible assets are integral to achieving sustainably high returns.
 

william-lock-compounders
 

Press Release

Opera TV Unveils New Brand Identity and Latest Innovations at IBC 2017 

15-Sep-2017 

Opera TV, a Morgan Stanley Credit Partners portfolio company and the global market leader in enabling OTT, today introduced its new brand identity, including a logo and website, meant to better illustrate the company’s mission to enable entertainment everywhere through extraordinary OTT products and services. Vewd will officially launch at IBC from September 15-19, where it will also showcase enhancements to its core technology and preview its latest breakthrough products.
 

Credit Partners Team - Insight Tile
 

Investment Insight

The EDGE: Autonomous Vehicles 

31-Aug-2017 

The Counterpoint Global Team researches autonomous vehicles, which use a suite of sensors, actuators and a central computer to "perceive" the environment and automate the driving process. This technology could change our conception of personal transportation.
 

edge-autonomous-vehicle
 

Press Release

Fusion Announces Definitive Agreement to Acquire Birch Communications' Cloud and Business Services Business 

28-Aug-2017 

Fusion (NASDAQ: FSNN), a Morgan Stanley Credit Partners portfolio company and a leading cloud services provider, announced that it has entered into a definitive agreement to acquire the Cloud and Business Services customers, operations and infrastructure of privately-held Birch Communications, which represents the majority of Birch's current revenues. The transaction is expected to close by the end of 2017.
 

Credit Partners Team - Insight Tile
 

Investment Insight

Fishing for Stocks in China 

09-Jun-2017 

Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.
 

fishing-for-stocks-china-tile
 

Press Release

Janalakshmi Financial Services receives ‘Operating Licence’ for Small Finance Bank 

29-Apr-2017 

Janalakshmi Financial Services (JFS), a Morgan Stanley Private Equity Asia portfolio holding and India’s largest microfinance organization, today announced the receipt of final license from Reserve Bank of India (RBI) to set up Small Finance Bank. The Small Finance Bank will commence operations in the second quarter of the current financial year. JFS plans to set up 300 bank branches during the year covering the major locations in India.
 

PEAsia Team - Insight Tile
 

Investment Insight

The EDGE: Machine Learning 

28-Apr-2017 

The Counterpoint Global Team examines machine learning, a new way to train computer systems to generate insights from data and apply those insights to new situations.
 

insight-8884181-2x1-tile
 

Macro Insight

Quality Companies in Today’s Market Environment  

25-Apr-2017 

Bruno Paulson explains why consumer staples performance is more about earnings than interest rates.
 

8868685-Bruno-Paulson-Understanding-HQ
 

Macro Insight

Income, the Right Way  

20-Apr-2017 

Bruno discusses how high-quality companies have the potential to provide reliable income without sacrificing capital growth.
 

8868685-Bruno-Paulson-GBEI
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Fisher Container 

03-Feb-2017 

Morgan Stanley Capital Partners announces an investment in Fisher Container via a partnership with experienced plastics and packaging executive, Kevin Keneally, and the current Fisher management team to acquire the company.
 

Capital Partners - Insight Tile
 

Investment Insight

The EDGE: CRISPR 

31-Jan-2017 

The Counterpoint Global Team analyzes clustered regularly interspaced short palindromic repeats (CRISPR), a tool for genetic research that could birth new industries and disrupt existing medical treatments.
 

insight-8809028-tile
 

Sustainability Insight

ESG and the Sustainability of Competitive Advantage 

09-Jan-2017 

ESG factors are integral to assessing the quality of a company. A holistic approach to sustainability may help minimize risk events and identify opportunities characterized by competitive advantages.
 

8783846-ESG-WP-tile
 

Investment Insight

Chicago Parking Meters' Smart Technology System 

02-Dec-2015 

Operational improvements by Morgan Stanley Infrastructure Partners, including state-of-the-art technology, made the Chicago on-street parking system number one in the world.
 

insights-chicago
 

Investment Insight

The Creation of Madrileña Red de Gas 

02-Dec-2015 

Morgan Stanley Infrastructure Partners carved out part of an existing utility to create the first standalone gas distribution in Spain, then grew the company to be the third largest in the country.
 

insights-madrilena
 

Investment Insight

Creating Value at a Regulated Asset: Southern Star Central Gas Pipeline 

02-Dec-2015 

Morgan Stanley Infrastructure Partners worked with Southern Star management to take a strategic approach to growing the business within its regulatory parameters.
 

insights-southern-star
 

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