Have You Heard of Calvert?
You Will.

Calvert has been an innovator in Responsible Investing for 40 years.

Have You Heard of Calvert?
You Will.

Calvert has been an innovator in Responsible Investing for 40 years.

Sustainability as Core to the Future of Investing

Daniel Simkowitz

Head of Investment Management at Morgan Stanley
and Co-Head of Firm Strategy and Execution

Sustainability as Core to the Future of Investing

Daniel Simkowitz
Head of Investment Management at Morgan Stanley and Co-Head of Firm Strategy and Execution

Insight Video

Long-term impact of the pandemic

Bruno Paulson discusses what he believes may be the long-term impact of the pandemic.

Bruno Paulson, Managing Director

International Equity Team

Insight Video

Long-term impact of the pandemic

Products ( )

Strategies ( )

GLOBAL FIXED INCOME BULLETIN

One Small Step for Interest Rates, One Giant Leap for Monetary Policy

March was another brutal month for financial markets, capping one of the worst quarters since the 1980s. Indeed, it did not take long for markets to realize the inflationary/stagflationary implications of the war and resulting sanctions on Russia. The Global Fixed Income team shares its thoughts.

Sustainable Finance Disclosure Regulation

Overview and Product Classification

Resources

Factsheets

Sustainable Investing

We know the value of active management in today's market.

MS INVF US Advantage Fund

MORNINGSTAR OVERALL RATING

Share Class - A

652 EAA Fund US Large-Cap Growth Equity - 30-Apr-2022

Past performance is no guarantee of future results. For complete information click here.

Consilient Observer

Intangibles and Earnings

12-Apr-2022

The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inconsequential for others. Overall, we estimate that earnings for the S&P 500 would be about 10 percent higher with these changes. This suggests great caution in comparing earnings or valuation multiples over time.

EDGE

Drones

Counterpoint Global discusses the evolution of enterprise drones and its disruptive impact.

Team Profile

Counterpoint Global

Counterpoint Global, one of our Active Fundamental Equity teams, makes long-term investments in unique companies whose market value can increase significantly for underlying fundamental reasons. Their portfolios are typically concentrated and differentiated from their benchmarks.

View Team Profile

MS INVF Global Brands Fund

MORNINGSTAR OVERALL RATING

Share Class - A

3740 EAA Fund Global Large-Cap Blend Equity - 30-Apr-2022

Past performance is no guarantee of future results. For complete information click here.

Global Equity Observer

Diversity – Asking Difficult Questions

25-Apr-2022

Across the globe, stakeholders – including the International Equity Team – are pushing companies for greater transparency and accountability on Diversity, Equity & Inclusion. The team discusses.

Sustainable Investing

Decarbonisation: The Inevitable Policy Response

31-Jan-2022

In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?

Team Profile

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.

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MS INVF Asia Opportunity Fund