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Market Outlook  •  22-Oct-2019

3Q19 Review/Outlook: Global Fixed Income Opportunities 

Christian Roth
The direction and magnitude of interest rate moves over the past year has been truly breathtaking. Chris Roth discusses the catalysts for these changes.

Chris Roth_Video Tile
 
Global Fixed Income Bulletin  •  17-Oct-2019

Reversal Month 

Global Fixed Income Team
What three principle reasons led to the sell-off in September and how have they impacted our positioning? The Global Fixed Income Team discusses.

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Investment Insight  •  16-Oct-2019

Managing Downside Risk with Global Macro Strategies 

Robert M. Rafter
Amid concerns about potentially unsteady and down markets, we believe two of the strategies employed by global macro managers are particularly worthy of consideration today: tail risk and long volatility.

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Investment Insight  •  16-Oct-2019

AIP Hedge Fund Solutions Team Review and Outlook 

Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.

816952_AIP_0217_1718958_AIP Hedge Fund Team Outlook
 
Investment Insight  •  14-Oct-2019

Long-Short Equity Strategies - “Hedging” Your Bets 

Eric Stampfel
Faced with market uncertainties, investors may be seeking ways to de-risk. Long-short equity strategies have the potential to provide steady gains even in down markets.

Hedging Your Bets Insight Tile 1 x 1
 
Sustainability Insight  •  10-Oct-2019

ESG and Sovereign Fixed Income Investing: A Better Way 

Jim Caron, Teal Emery
As environmental, social and governance (ESG) factors become more broadly incorporated into investment decision-making, sovereign fixed income investors are grappling with the best way to benchmark and quantify these factors across a diverse group of countries. Morgan Stanley Investment Management has developed what we consider to be a better approach.

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Macro Insight  •  30-Sep-2019

Peak Car—or Just Bumps in the Road? 

Andrew Harmstone
The global auto industry has recently experienced a disruptive slide where registrations, demand and production have all slumped across the world. Have we hit “Peak Car“—or just some bumps in the road?

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Global Equity Observer  •  27-Sep-2019

Compounding in Health Care 

Marcus Watson
Where can you find high quality investments in the health care sector? Marcus Watson from our International Equity Team shares his views.

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Market Outlook  •  25-Sep-2019

Equity Market Commentary - September 2019  

Andrew Slimmon
Markets have experienced a series of “recession scares.” Yet Andrew Slimmon maintains that the U.S. stock market will break out during the fourth quarter of 2019, with the S&P 500 ending the year well north of 3,000.

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Global Fixed Income Bulletin  •  20-Sep-2019

Volatility and Uncertainty Continue 

Global Fixed Income Team
Why have government bonds and other fixed income assets prevailed in the current market environment while other sectors and asset classes have struggled?

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Market Pulse  •  16-Sep-2019

ECB Action Puts Pressure on Fed 

Jim Caron
The ECB's recent actions have put pressure on the Fed to take some action of their own. Jim Caron from the Global Fixed Income Team shares his views.

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Sustainability Insight  •  05-Sep-2019

Software & Services 

Marcus Watson
Understanding the connection between ESG and performance can positively impact employee recruitment, retention and engagement, says the International Equity Team’s Nathan Wong and Richard Perrott.

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Macro Insight  •  04-Sep-2019

VIDEO: Tug-of-War 

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

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Sustainability Insight  •  04-Sep-2019

Consumer Staples 

Nic Sochovsky
How can a company differentiate itself? Get its environmental and social policies right. The International Equity Team’s Nic Sochovsky explains.

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Sustainability Insight  •  03-Sep-2019

25-50 of the Highest Quality Stocks in the World 

International Equity Team
Global Sustain is a high-quality, low carbon portfolio using bottom-up fundamental analysis and active engagement with company management.

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Sustainability Insight  •  02-Sep-2019

Pay X-Ray 

Alex Gabriele
Vladimir Demine discusses how certain compensation scheme practices – such as earnings adjustments – may be red flags.

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Sustainability Insight  •  29-Aug-2019

Knock-On Effects 

Laura Bottega
What does material mean? Laura Bottega discusses the factors that may influence the sustainability of returns.

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Sustainability Insight  •  28-Aug-2019

Tackling Plastics 

Vladimir Demine
Vladimir Demine explains how a company's attention to plastic consumption may not only benefit the environment, but also create opportunities to differentiate itself.

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Macro Insight  •  27-Aug-2019

Tug-of-War 

Andrew Harmstone
Tariffs applied during the U.S.-China trade war have paradoxically not raised U.S. inflation. In our latest insight, Tug-of-War: We examine the tug-of-war pitting the direct inflationary effects of tariffs against the indirect deflationary impact of other forces at play.

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Global Equity Observer  •  23-Aug-2019

The Two Risks We Manage: Earnings and Multiples 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Should equity investors be worrying about multiple threats? Bruno Paulson talks earnings and multiples.

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Global Fixed Income Bulletin  •  19-Aug-2019

Just When It Looked Safe to Go Back in the Water  

Global Fixed Income Team
We were set for a quiet August, but financial markets had other plans. The Global Fixed Income Team believes this change of events should be taken seriously.

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2:03 Min

A World of Fixed Income Opportunities 

Christian Roth
The U.S. fixed income market is less than half of the global fixed income market. Chris Roth of the Global Fixed Income Team discusses the importance of considering international fixed income investments.

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Macro Insight  •  05-Aug-2019

Equity Market Commentary 

Andrew Slimmon
Why were recent stock markets at all-time highs? Andrew Slimmon details the underpinnings of those markets and his outlook on what's next.

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Market Pulse  •  25-Jul-2019

Expect the Unexpected from the ECB 

Anton Heese
The ECB changes course and gets ready to announce a package of easing measures. The Global Fixed Income team shares their views on what’s to come.

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Global Equity Observer  •  19-Jul-2019

Rebuilding Moats in the Digital Age 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.

sandbags
 
Macro Insight  •  18-Jul-2019

VIDEO: An Holistic Approach to the World’s Water Woes 

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

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Macro Insight  •  18-Jul-2019

An Holistic Approach to the World’s Water Woes 

Andrew Harmstone
The high usage and scarcity of water have become consequential issues not only for human health, but for the global economy. A lot of economic activity is reliant on water—a lot of water. We review the interconnectedness of the world’s water issues, illustrates the impact of water stress on important industries and encourage investors to consider water issues when making decisions.

shipping dock
 
Global Fixed Income Bulletin  •  17-Jul-2019

Central Banks Poised to Keep the Expansion Rolling 

Global Fixed Income Team
Central Banks seem poised to do all in their power to keep the expansion rolling. The Global Fixed Income team shares their review of the first half of 2019 and their outlook for the second half.

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Global Fixed Income Insights  •  12-Jul-2019

European and Japanese investors: Consider not fully hedging your USD exposure 

Sahil Tandon, Warren Mar, Eric Baurmeister
Europe- and Japan-based investors typically hedge all USD exposure, but is this the best practice? The Emerging Markets Debt Team shares why they believe it may not be.

Pending
 
Global Equity Observer  •  25-Jun-2019

Journey Into The Unknown 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Journey into the unknown: the International Equity Team talks politics, profits and pricing power.

Rope bridge leading into mist
 
Global Fixed Income Bulletin  •  25-Jun-2019

Déjà vu...Maybe Not 

Global Fixed Income Team
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.

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Market Outlook  •  04-Jun-2019

Applied Equity Advisors Investment Process  

Leslie Delany, Andrew Slimmon
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
 

VIDEO: Midgame 

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

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Macro Insight  •  31-May-2019

Midgame 

Andrew Harmstone
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
 
Market Outlook  •  30-May-2019

Andrew Slimmon's Outlook on the Current Markets 

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

andrew slimmon
 
Investment Insight  •  28-May-2019

An Introduction to Alternative Lending 

Kenneth Michlitsch
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  •  23-May-2019

How Flexible is Your Approach? 

Leslie Delany, Andrew Slimmon
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.

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Global Equity Observer  •  17-May-2019

Credit Where Credit Is Due 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
With shadow banking subdued, the International Equity Team considers the risks involved in the new Chinese corporate debt.

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Global Fixed Income Bulletin  •  16-May-2019

And the Beat Goes On... 

Global Fixed Income Team
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.

Digital display of volume levels
 
Market Outlook  •  15-May-2019

Applied Equity Advisors May 2019 Commentary  

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

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Sustainability Insight  •  09-May-2019

An Emerging Markets Approach to ESG: Our Progress 

Global Emerging Markets Team
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
 
Macro Insight  •  29-Apr-2019

A Tale of Risk  

Andrew Harmstone
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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Global Fixed Income Bulletin  •  17-Apr-2019

Goldilocks Redux? 

Global Fixed Income Team
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  •  17-Apr-2019

Engage - Spring 2019 

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

engage-sustainability-report
 
Sustainability Insight  •  16-Apr-2019

Compounding with a Conscience 

Vladimir Demine, William Lock, Bruno Paulson
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  •  12-Apr-2019

In Search of a Late-Cycle Buffer 

William Lock, Dirk Hoffmann-Becking
The International Equity Team asks: is it time to deploy a late-cycle buffer?

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Macro Insight  •  12-Apr-2019

A Positive Outlook for Europe 

Richard Ford
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  •  27-Mar-2019

ESG Focus Adds Value For Our Clients 

Vladimir Demine
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  •  27-Mar-2019

Being Principled, Without Sacrificing Return 

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

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Sustainability Insight  •  27-Mar-2019

Holistic and Responsible Investing in a Rapidly Changing World 

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

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Sustainability Insight  •  27-Mar-2019

Investing Wisely By Avoiding Permanent Destruction of Capital 

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

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Global Fixed Income Bulletin  •  20-Mar-2019

Where To From Here? 

Global Fixed Income Team
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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Macro Insight  •  19-Mar-2019

On the Road Again: Fiscal Stimulus Around the World 

Andrew Harmstone
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  •  19-Mar-2019

Applied Equity Advisors March 2019 Commentary  

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

aea-team
 
GLOBAL EQUITY OBSERVER  •  13-Mar-2019

When Management Gets “Strategic” 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Find out why company management getting “strategic” is a red flag for the International Equity Team.

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Sustainability Insight  •  07-Mar-2019

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox
The Global Opportunity Team shares its new annual report on ESG engagement activity.

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Macro Insight  •  07-Mar-2019

An Introduction to Morgan Stanley's Private Infrastructure Platform 

Morgan Stanley Infrastructure Partners
Morgan Stanley Infrastructure Partners invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.

infrastructure-video-tile
 
Market Outlook  •  28-Feb-2019

Applied Equity Advisors February 2019 Commentary  

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

aea-team
 
Macro Insight  •  21-Feb-2019

Global Balanced Risk Control Team Market Update 

Christian Goldsmith
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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Global Fixed Income Bulletin  •  20-Feb-2019

Why It's Different This Time 

Global Fixed Income Team
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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Global Equity Observer  •  20-Feb-2019

Not Out of the Woods Yet 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
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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Macro Insight  •  19-Feb-2019

Three Climate Tipping Points Shaping Markets Today  

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

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Global Multi-Asset Viewpoint  •  31-Jan-2019

Secular Outlook for Bond Yields: Structurally Higher 

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

GMA-Tile
 
Global Fixed Income Bulletin  •  22-Jan-2019

Brave New Year 

Global Fixed Income Team
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.

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Global Equity Observer  •  15-Jan-2019

Multiples Are Down, Risks Are Not 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
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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Sustainability Insight  •  07-Jan-2019

A Yield Focused ESG Approach 

Sarah Harrison, Joseph Mehlman
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  •  31-Dec-2018

Applied Equity Advisors January 2019 Commentary  

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

aea-team
 
Global Fixed Income Insights  •  28-Dec-2018

2019 Convertibles Outlook: It's All Relative 

Tom Wills
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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GLOBAL EQUITY OBSERVER  •  17-Dec-2018

In Praise of Tortoises…and Compounders 

International Equity Team
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  •  17-Dec-2018

Emerging Markets Look Forward to 2019 

Sahil Tandon, Warren Mar, Eric Baurmeister
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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Sustainability Insight  •  17-Dec-2018

ESG Scores 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
ESG Scores: Comparing apples to oranges

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Sustainability Insight  •  14-Dec-2018

Governance 

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

9663323 Global Sustain Articles-Insight Tile-Governance
 
Global Fixed Income Bulletin  •  14-Dec-2018

November's Blues 

Global Fixed Income Team
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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Sustainability Insight  •  13-Dec-2018

The Value of Engagement 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.

Global Sustain Articles-Insight-Tile-Engagement
 
Macro Insight  •  13-Dec-2018

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

Ruchir Sharma
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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Global Fixed Income Insights  •  10-Dec-2018

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

Jim Caron, Michael Kushma
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  •  09-Dec-2018

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

Mark van der Zwan
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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GLOBAL EQUITY OBSERVER  •  15-Nov-2018

(Trade) War – What is it good for? 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
(Trade) War – what is it good for? The International Equity Team evaluates.

insight-9405842-tile
 
Global Fixed Income Bulletin  •  12-Nov-2018

An October to Remember 

Global Fixed Income Team
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.

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Global Equity Observer  •  18-Oct-2018

Seeking Sustainability: Compounding and ESG 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
The International Equity Team explains why an ESG focus is essential for long-term compounding.

insight-GEO-8656888-2x1_tile
 
Global Fixed Income Bulletin  •  10-Oct-2018

Too Much of a Good Thing? 

Global Fixed Income Team
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  •  31-Aug-2017

The EDGE: Autonomous Vehicles 

Stan Delaney
Counterpoint Global 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 perception of personal transportation.

edge-autonomous-vehicle
 
 

 

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