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market-pulse fixed-income Fixed Income audio
Market Pulse  •  02-Mar-2021  •  16:47 Min

Fixed Income Update with Kevin Lynyak 

Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  01-Mar-2021  •  8:53 Min

There’s a Thin Line Between Easy and Tight Policy 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  25-Feb-2021

The Material Risk Indicator: A proprietary framework for assessing ESG risks and opportunities 

Vladimir Demine, Nathan Wong
How to record ESG company risks and opportunities in a consistent and comparable way? The International Equity Team explains the Material Risk Indicator.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  24-Feb-2021

Equity Market Commentary - February 2021 

Applied Equity Advisors Team
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  24-Feb-2021

Insta-engagement 

International Equity Team
Having engaged with company management and their boards for more than 20 years, Bruno Paulson explains why the International Equity team favours meaningful long-term engagement over faddy box-ticking.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  24-Feb-2021

Assess, Engage, Perform: The Value of ESG Integration within High Yield 

Sarah Harrison, Navindu Katugampola, Barbara Calvi
Integrating ESG considerations into the high yield market presents both challenges and opportunities for investors. The Global Fixed Income team provides tangible examples of how their ever-evolving ESG framework has helped contribute to both alpha generation and risk mitigation in the last year.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  22-Feb-2021  •  10:22 Min

Clearing Initial Hurdles on the Track to Recovery 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  16-Feb-2021  •  8:04 Min

Rising Yields v Sustainable Growth: What Tips the Scales? 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
Convergence  •  16-Feb-2021

Culture Quant Framework 

Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Feb-2021

Alea iacta est ('the die is cast') 

Global Fixed Income Team
We want to own those areas that can withstand further macro/virus volatility and higher yields but have enough yield/spread to offer reasonable 2021 returns.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  12-Feb-2021

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.

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active-fundamental-equity Active Fundamental Equity audio
Insight audio  •  12-Feb-2021  •  6:31 Min

Emerging Market Allocation: How Much to Own? 

Global Emerging Markets Team
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, reviews three key approaches to answer the most popular question her team gets asked – "How much should we invest in EM?"

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active-fundamental-equity Active Fundamental Equity audio
Insight audio  •  12-Feb-2021  •  5:43 Min

Why We Believe Emerging Markets Are Poised for a Comeback 

Global Emerging Markets Team
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines four trends she believes will lead to an EM comeback in the next five to ten years.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  10-Feb-2021

The Rise of Hedge Fund Co-Investments 

AIP Hedge Fund Team
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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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  09-Feb-2021

Why Crypto Is Coming Out of the Shadows 

Global Emerging Markets Team
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  09-Feb-2021

All we are saying is give EAFE a chance 

International Equity Team
Bruno Paulson suggests reasons to believe it may be possible for EAFE to “out-earn” the U.S. in 2021 and beyond.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  08-Feb-2021  •  9:04 Min

Some Like it Hotter: The Inflation Debate Between Janet Yellen and Larry Summers 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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page
Insight Article  •  01-Feb-2021

Press Release to the Announcement pursuant to Section 14 para. 3 sentence 1 no. 2 of the German Securities Acquisition and Takeover Act (Wertpapiererwerbs- und Übernahmegesetz – WpÜG)  

As of today, the offer document for the voluntary public takeover offer (cash offer) of Kublai GmbH, Frankfurt am Main, Germany, an affiliate of funds managed and advised by Morgan Stanley Infrastructure Inc., to the shareholders of Tele Columbus AG, Berlin, Germany, for the acquisition of their registered no-par-value shares in Tele Columbus AG (ISIN DE000TCAG172) as well as its non-binding English convenience translation are available for distribution free of charge at BNP Paribas Securities Services S.C.A., Frankfurt Branch, Europa-Allee 12, 60327 Frankfurt am Main, Germany.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  01-Feb-2021  •  7:11 Min

Despite Some Volatility, We Are Sticking With Our Reflation Thesis 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  26-Jan-2021

Promising Signs for Securitized Products 

Global Fixed Income Team
The impacts of COVID-19 on risk and performance across securitized sectors have varied significantly. Yet, the Securitized Fixed Income team believes the market has reasonably adjusted credit spreads to reflect current risk profiles making a promising outlook for securitized assets in 2021.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  25-Jan-2021

The Market Expects a Q2 Boom; The Virus Might Think Otherwise 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  20-Jan-2021

Seeking Value in European High Yield 

Sarah Harrison, Shane McNamara
A closer look at the European High Yield sector reveals an improvement in quality over the long-term. Read why the Global Fixed Income team believes there is a compelling case to be made for investing in this sector in 2021.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  19-Jan-2021  •  7:06 Min

The Biden Stimulus Package Takes Center Stage  

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  15-Jan-2021

Market Timing in Private Investments 

Portfolio Solutions Group
In this paper, the PSG Team analyzes whether GPs have been able time the market and increase investments in favorable years. The team concludes that GPs have not historically taken advantage of market timing and thus investors should increase their commitments in order to obtain the desired exposure to investments at favorable valuations.

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2021-outlooks tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  12-Jan-2021

The Top Ten Trends of 2021 

Global Emerging Markets Team
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, unveils his top ten trends of 2021.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  11-Jan-2021  •  7:35 Min

How High Can Yields Rise Before it Spells Trouble? 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  11-Jan-2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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2021-outlooks path solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  10-Jan-2021

The Haze of Uncertainty Is Lifting 

Global Balanced Risk Control Team
Economic uncertainty wrought by COVID-19 and U.S. politics is dissipating. Our Global Balanced Risk Control Team discusses several likely growth catalysts in 2021 and what they mean for our positioning.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  04-Jan-2021  •  7:25 Min

Yields Are Low, But Fixed Income Opportunities Exist if You Know Where to Look 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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2021-outlooks fixed-income Fixed Income video
2021 Outlooks  •  04-Jan-2021

2021 60 Second Market Outlook: 5 Sustainable Investing Themes That Will Define 2021 

Global Fixed Income Team
Navindu Katugampola, Head of Sustainability for the Global Fixed Income Team, along with Barbara Calvi, highlight the 5 key themes that will shape the market for sustainable investing in 2021.

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2021-outlooks active-fundamental-equity Active Fundamental Equity page
2021 Outlooks  •  22-Dec-2020

The Year Ahead: The Roaring 20s or The Scary 20s? 

International Equity Team
We’re at the dawn of a new decade. Will it be a repeat of the Roaring 20s or something more subdued? Hear more from our International Equity Team’s Bruno Paulson.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  21-Dec-2020

WACC and Vol 

Michael Mauboussin, Dan Callahan
The weighed average cost of capital (WACC) and volatility (vol) generally move in lockstep, but 2020 is unusual because the cost of capital is well below its historical average and volatility is well above its historical average. The prime beneficiaries of these patterns are companies rich with real options. In this report, we define real options, discuss what businesses are likely to have them, review the valuation implications, and finish with a way to use real options analysis with traditional valuation.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  16-Dec-2020

The Heat Is On 

Global Fixed Income Team
Our Global Fixed Income team believe that vaccine makers, governments, legislators, central banks and citizens can deliver a bright economic future in 2021/22.

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market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  16-Dec-2020  •  9:42 Min

The Case for Commodities This Decade 

Active International Allocation Team
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  14-Dec-2020  •  7:11 Min

A Few Things Still on the Shopping List: Macro and Politics Do Not Take Days Off 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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active-fundamental-equity Active Fundamental Equity page
Media Appearance  •  09-Dec-2020

Michael Mauboussin Op-Ed Feature in Financial Times 

Counterpoint Global
Why value investing still works in markets – To buy something for less than it is worth is as useful as ever.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  08-Dec-2020

When Commodities Rise, So Will Emerging Markets  

Global Emerging Markets Team
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, argues that commodity prices are poised for a comeback in the 2020s, and that emerging markets will rise accordingly.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  08-Dec-2020

A Value Rally Ahead? Looking in the Rear-View Mirror 

Nic Sochovsky, Dirk Hoffmann-Becking
After the extraordinary rally in growth stocks over the summer, is the market poised for a value rally? And what does that mean for quality portfolios? The International Equity team evaluates.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  07-Dec-2020  •  6:59 Min

Will the U.S. Job Loss Scarring Be Permanent? 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  04-Dec-2020

Equity Market Commentary - December 2020 

Applied Equity Advisors Team
In his December TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we come to the close of 2020.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  02-Dec-2020

The Year Ahead for the U.S.: Fundamental Challenges Exist, but Policy Will Prevail 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  30-Nov-2020  •  7:42 Min

What the Bond Market Is Telling Us About the Future of the Economy 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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path solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  18-Nov-2020  •  2:39 Min

After the US Election: Where are the Opportunities? [Audio] 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  16-Nov-2020  •  6:24 Min

First Look at 2021: Too Much Liquidity Chasing Too Few Assets 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  11-Nov-2020

How Big Are the Waves? 

Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  10-Nov-2020

The Pandemic's Silver Lining  

Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains how economic reform in emerging economies is the pandemic’s silver lining.

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  10-Nov-2020

US Presidential Election: The State of Play 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  09-Nov-2020  •  7:21 Min

Presidential Election Series: The 4 Major Market Implications of a “No Blue Wave” Scenario 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  02-Nov-2020  •  6:25 Min

Presidential Election Series: Expect More Questions Than Answers – and Rising Volatility 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  30-Oct-2020  •  09:39 Min

The Markets and Presidential Elections Through a Historical Lens 

Active International Allocation Team
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.

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market-pulse fixed-income Fixed Income page
INSIGHT AUDIO  •  30-Oct-2020

Presidential Election Series With Jim Caron 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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sustainable-investing page
Sustainable Investing  •  26-Oct-2020

4 Steps to Sustainable Investing  

Asset owners who embrace sustainable investing face a steep implementation curve. Adopting these four steps can guide a dynamic strategy for the long term.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  26-Oct-2020  •  7:44 Min

Presidential Election Series: Pricing in the Return of Demand 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

9920558-Insight-Tile-2x2
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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  23-Oct-2020

Market Update: A Silver Lining on the Horizon 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  19-Oct-2020

Presidential Election Series: The Impact of the Tax and Spending Plans 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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global-multi-asset-viewpoint market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  19-Oct-2020

U.S. Industrials Poised to Outperform 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 'U.S. Industrials Poised to Outperform.'

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  19-Oct-2020

Resilient Compounders: Worth Every Penny 

International Equity Team
The International Equity Team’s three global strategies, on average, have earnings that are flat year to date, versus a 15% fall for the MSCI World Index as a whole. Bruno Paulson muses why high quality compounders don’t command a larger premium.

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edge active-fundamental-equity Active Fundamental Equity page
EDGE  •  19-Oct-2020

Quantum Computing 

Counterpoint Global
Quantum computers store and process information using the quantum mechanical properties of matter. Counterpoint Global investigates the impact this new hardware could have on processing speeds and its potential to tackle previously unsolvable computing problems.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  16-Oct-2020

The Devil Is in the Details 

Global Fixed Income Team
Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  16-Oct-2020

Sustainability: Material Actions Speak Louder Than Words  

Applied Equity Advisors Team
The Applied Equity Advisors team looks to effectively link the sustainability impact of its Global Concentrated Equity ESG strategy to the United Nations Sustainable Development Goals, all while striving to meet portfolio performance objectives.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  13-Oct-2020

The Stock Market Is Not Partisan  

Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, takes an historical look at market returns and volatility leading up to a United States presidential election – and the implications for this year.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  05-Oct-2020  •  7:43 Min

Bonds Are Repricing on the U.S. Election 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  02-Oct-2020

Road to Recovery: 2020’s Final Lap 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  30-Sep-2020

Equity Market Commentary - September 2020 

Applied Equity Advisors Team
In his September TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we wrap up the third quarter and begin the final stretch of the year.

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fixed-income Fixed Income page
Insight Article  •  30-Sep-2020

Fixed Income Newsletter: Quarterly Update 

Fixed Income Managed Solutions
The Fixed Income Managed Solutions Team provides review and perspective on fixed income markets.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  28-Sep-2020

October Discovery: Is the Price Right?  

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Global Equity Observer  •  23-Sep-2020

Health care in a pandemic 

International Equity Team
The current crisis has tested conventional wisdom, including what to expect of health care companies. Marcus Watson examines the sector’s resilience in the face of a global pandemic.

9890466_Health-care-in-a-pandemic_Insight-Tile-1x1
 
path solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  21-Sep-2020  •  3:34 Min

Animal Spirits and the US Election: Will Momentum Stall? [Audio] 

Global Balanced Risk Control Team
Christian Goldsmith shares the GBaR team’s latest market views.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  21-Sep-2020  •  6:42 Min

A Mixed Bag of Data, but Optimism About the Future 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  18-Sep-2020

Animal Spirits and the US Election: Will Momentum Stall? 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

GBaR-Media-Tile-1x1
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  16-Sep-2020

Decarbonisation: The Basics 

Vladimir Demine, Candida de Sliva
Decarbonisation 101. The International Equity Team discusses how a high quality equity portfolio can help investors seeking to reduce their carbon footprint.

9865702_Decarbonisation_Insight-Tile-1x1
 
consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  15-Sep-2020

One Job 

Michael Mauboussin, Dan Callahan
The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows. With investments shifting more toward intangible assets, this report discusses the measurement and characteristics of intangible assets and reviews the implications of the growth of intangibles for investors.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  14-Sep-2020

Consolidation Is the Name of the Game 

Global Fixed Income Team
A benign August saw positive trends continue. How long will this continue, what does this mean for fixed income investors? The Global Fixed Income team explore.

9901826_Consolidation-is-the-name-of-the-Game_Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  14-Sep-2020  •  4:47 Min

Fed Focus: Credit Rates and Solvency Risk 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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TALES FROM THE EMERGING WORLD  •  09-Sep-2020

The Winners of a Post-Pandemic Era 

Global Emerging Markets Team
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets lists the economies most likely to thrive in the post pandemic era, arguing that the winners will need a strong defense against the forces of deglobalization, rising debt, and meddling governments, and a strong offense to exploit the booming digital economy.

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  08-Sep-2020

Warning: Ice on the road ahead 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

GBaR-Media-Tile-1x1
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  08-Sep-2020  •  6:01 Min

Risk Off Today, but a Silver Lining Is on the Horizon 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-pulse fixed-income Fixed Income audio
Market Pulse  •  31-Aug-2020  •  5:58 Min

History in the Making: A Reworking of Fed Policy 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  21-Aug-2020

Global markets: China’s positive outlook may not benefit the rest of the world  

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

GBaR-Media-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  21-Aug-2020

Where to Go From Here? Reimagining the Fed’s Policy Response Function 

Global Fixed Income Team
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.

Fixed-Income-Team-Tile
 
edge active-fundamental-equity Active Fundamental Equity page
EDGE  •  19-Aug-2020

CAR-T Therapy 

Counterpoint Global
CAR-T cell therapy has been a huge breakthrough in curing blood cancers. MSIM’s Counterpoint Global explores how recent advances in the technology could improve its safety and lower its cost while expanding CAR-T cell therapy’s addressable market.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  14-Aug-2020

The Song Remains the Same 

Global Fixed Income Team
Despite good news on the policy front, challenges remain - U.S./China relations, U.S. fiscal cliff, U.S. elections and the pandemic - yet we remain optimistic.

9887263_Song-Remains-the-Same_Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  30-Jul-2020

Fishing for Stocks in China 

Kristian Heugh, Marc Fox
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.

9870206_Fishing-for-Stocks_Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  29-Jul-2020

Market Pulse with Jim Caron: The Fed Keeps Rates Low While the Dollar Weakens 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.

Fixed-Income-Team-Tile
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  24-Jul-2020

Equity Market Commentary - July 2020 

Applied Equity Advisors Team
In his July TAKE, Andrew Slimmon discusses how behavioral finance again takes the front seat. Many investors remain pessimistic in spite of signs that in fact, 2020 could be a good year for equities.

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TALES FROM THE EMERGING WORLD  •  21-Jul-2020

No, the Markets Aren't Crazy 

Global Emerging Markets Team
In his latest Tales From the Emerging World, Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, notes that though stock valuations have been inflated by lower interest rates, the market remains the best barometer of the economic cycle.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  16-Jul-2020

Paying Up  

Dirk Hoffmann-Becking, Alex Gabriele
The payments industry is emerging as one of the most attractive parts of the Fintech world. The International Equity Team explains.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Jul-2020

Can It, Will It, Continue? 

Global Fixed Income Team
With infection rates rising globally we ask whether the economic recovery can continue if health and employment concerns depress earnings and spending power.

9872379_Can-It-Will-It-Continue_Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  06-Jul-2020  •  6:36 Min

Will the Sizzle Fizzle? 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  01-Jul-2020

Climate Transition in a Portfolio Context: What Matters and What to Measure 

Portfolio Solutions Group
The Morgan Stanley Institute for Sustainable Investing and the Portfolio Solutions Group examine the increasing trend of decarbonization in business and investment conversations, and explain why they believe this will give rise to compelling investment opportunities and affect the way that investors build and manage their portfolios.

9852467_Climate-Transition-in-a-Portfolio-Context_Insight-Tile-1x1
 
sustainable-investing page
Sustainable Investing  •  30-Jun-2020

All Green Bonds Are Not Created Equal 

Navindu Katugampola, Barbara Calvi
The universe of “sustainable bonds” spans a broad set of categories, creating a confusing mosaic for investors to decipher, and leading to accusations of “greenwashing” by critics. The Global Fixed Income Sustainable Investing team explores how they look through the labelling to critically assess sustainable bond issuance within their investment process.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  30-Jun-2020

Equity Market Commentary - June 2020 

Applied Equity Advisors Team
Is the tech sector in bubble territory like it was back in 2000? “Maybe so”, says Andrew Slimmon, “but we believe there are still plenty of reasonably priced names out there.”

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global-multi-asset-viewpoint market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  30-Jun-2020

Stars Aligned for Higher Inflation 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Stars Aligned for Higher Inflation."

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  29-Jun-2020  •  7:00 Min

Policy or Pandemic: Which Will Drive Asset Prices? 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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resilience solutions-and-multi-asset Solutions & Multi-Asset page
Resilience  •  24-Jun-2020

Alternative Lending and the Resilient Consumer 

AIP Alternative Lending Group
Fintech-driven alternative lending exhibited resilience during the acute initial phase of the COVID-19 pandemic. Recent data supports continued optimism.

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solutions-and-multi-asset Solutions & Multi-Asset page
Investment Insight  •  24-Jun-2020

Post-Crisis Private Markets Investing 

Portfolio Solutions Group
In light of the extraordinary market disruption due to the spread of the COVID-19 pandemic, the PSG team considers the broader potential impacts of the current crisis on private markets and describes potential areas of investment opportunity going forward in the post-crisis environment.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  22-Jun-2020  •  3:45 Min

Q3 2020: Better? Yes. But Good Enough? 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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fixed-income Fixed Income page

Active Management in Fixed Income: Now More than Ever  

Global Fixed Income Team
Given that interest rates are near zero, or negative, in many countries for the foreseeable future, will bonds be useful diversifiers in portfolios? Jim Caron, Global Fixed Income Portfolio Manager, thinks “yes” but the key is an actively managed focus on alpha.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  15-Jun-2020  •  8:12 Min

Credit Check with Richard Ford  

Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-Jun-2020

The Tide Turns: It’s More than Hope 

Global Fixed Income Team
Despite unprecedented bad economic data and the uncertain course of the coronavirus, markets continued on an upward trajectory in May and rallied further.

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resilience solutions-and-multi-asset Solutions & Multi-Asset page
Resilience  •  15-Jun-2020

Long Short Equity Strategies: "Hedging" Your Bets 

AIP Hedge Fund Team
Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  15-Jun-2020  •  5:48 Min

New Normal? No Such Thing. The Market is Just Establishing a New Range. 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  12-Jun-2020

Unlocking the Future – The Post-COVID World 

International Equity Team
As lockdown measures ease, the International Equity Team considers how the global pandemic has demonstrated the importance of a digital presence for companies.

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liquidity-watch liquidity Liquidity audio
Liquidity Watch  •  10-Jun-2020  •  3:51 Min

June FOMC Meeting Recap 

Global Liquidity Team
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  09-Jun-2020

The Math of Value and Growth 

Michael Mauboussin, Dan Callahan
We show how corporate valuations change as we vary assumptions about growth, return on incremental invested capital, and the discount rate.

insight-consilience-tile-1x1
 
tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
TALES FROM THE EMERGING WORLD  •  09-Jun-2020

The Era After the Coronavirus 

Global Emerging Markets Team
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, looks at the huge push the pandemic is giving his Four Ds—deglobalization, depopulation, declining productivity and rising government debt.

9853708-Insight-Tile-2x2
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  08-Jun-2020  •  6:31 Min

The Reopening Rally and the Fed’s Forward Guidance 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  04-Jun-2020

Equity Market Commentary - May 2020 

Applied Equity Advisors Team
Value stocks historically garner their biggest outperformance coming out of recessions. But investors' emotional conflict between recency bias and opportunity is more acute in this environment.

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liquidity-watch liquidity Liquidity audio
Liquidity Watch  •  03-Jun-2020  •  9:50 Min

Negative Interest Rates and the Implications for Money Market Funds  

Global Liquidity Team
Bob Leggett, Executive Director Morgan Stanley Global Liquidity, discusses considerations around negative interest rates and the implications for the money market fund industry. Listen now.

Liquidity-Audio-MP-Insight-Tile-1x1
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market-pulse fixed-income Fixed Income audio
Market Pulse  •  01-Jun-2020  •  6:36 Min

Follow the Money, Find the Performance 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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resilience page
Resilience  •  31-May-2020

How to Remain Resilient through a Downturn 

Investing in stocks is risky—but historically it’s been a risk worth taking.

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sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
Convergence  •  30-May-2020

Sustainability Research 

Counterpoint Global
Counterpoint Global discusses how Sustainability Research is additive to their existing investment process and converges the pursuit of profits and purpose.

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active-fundamental-equity Active Fundamental Equity page
Media Appearance  •  28-May-2020

Ruchir Sharma Authors Op-Ed in the New York Times 

Global Emerging Markets Team
In “How the Pandemic Is Turning Us Inward” Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, speculates about COVID-19’s ability to accelerate trends that were already underway.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  28-May-2020  •  3:05 Min

In a High Yield Minute  

Global Fixed Income Team
Corporate liquidity profiles have been severely challenged during the lockdown. Sarah Harrison, Head of European High Yield, believes the policy response in Europe so far has helped stem default rates, and further action has the potential to restore investor confidence in the European High Yield asset class. Listen now.

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sustainable-investing page
Sustainable Investing  •  26-May-2020

Asset Owners See Sustainability as Core to the Future of Investing 

Morgan Stanley’s second Sustainable Signals survey of institutional asset owners provides key insights on current trends in sustainable investing.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  26-May-2020

The Breadth of the Market Is Encouraging 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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resilience active-fundamental-equity Active Fundamental Equity page
Resilience  •  21-May-2020

Our Formula for Earnings Resilience 

International Equity Team
In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.

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resilience active-fundamental-equity Active Fundamental Equity page
Resilience  •  21-May-2020

Resilient by Design 

International Equity Team
In this changing world, today and beyond the pandemic, global equity investors should be looking for companies that are resilient and portfolio management teams that can find them.

9844253-Resilient-by-Design-Insight-Tile-1x1
 
consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  20-May-2020

Myth Busting, Popular Delusions, and the Variant Perception 

Michael Mauboussin, Dan Callahan
We address four myths or popular delusions in the investment industry.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  18-May-2020  •  5:59 Min

Credit Check with Richard Ford  

Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Fixed-Income-Team-Tile
Insight thumbnail audio icon
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  18-May-2020  •  6:32 Min

Never Say Never: The Pros and Cons of Negative Interest Rates 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-May-2020

The Long and Winding Road 

Global Fixed Income Team
There may be many twists and turns on the road to full economic recovery, but the longer your investment horizon, the more confident we believe you should be.

9844638_Long-and-Winding-Road_Insight-Tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  15-May-2020

The COVID-19 Accelerator 

International Equity Team
Will COVID-19 be a great accelerator of existing forces and trends? The International Equity team explores.

9840670_Covid-Accelerator_Insight-Tile-1x1
 
fixed-income Fixed Income page
Insight Article  •  14-May-2020

Emerging Markets Debt Outlook: Surviving Outside the Tent 

Global Fixed Income Team
Has the imminent demise of Emerging Markets been greatly exaggerated once again? Find out what the Emerging Markets Debt Team thinks.

insight_Surviving-Outside-the-Tent_Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  13-May-2020

Where Are Bond Yields Going? It depends on what part of the curve you are asking about.  

Global Fixed Income Team
The goal of the Fed’s policy response function is to prevent the liquidity crisis brought on by Covid-19 from becoming a solvency crisis. Jim Caron reviews the impact on bond yields.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  11-May-2020

Jobs Report: Is the Worst Behind Us?  

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
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market-pulse tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
TALES FROM THE EMERGING WORLD  •  07-May-2020

Why Markets Are Partying Through the Pandemic 

Global Emerging Markets Team
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, explains why stock markets are rallying amid the worst economic crisis since the Great Depression.

9838448-Insight-Tile-2x2
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  07-May-2020  •  4:31 Min

Bank of England Update and U.K. Outlook 

Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.

Fixed-Income-Team-Tile
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market-pulse fixed-income Fixed Income page
Market Pulse  •  05-May-2020

The Market vs The Economy 

Global Fixed Income Team
the Market Outlook is contingent on a combination of knowns and unknowns, in varying degrees: