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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.

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path solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  30-Jul-2020  •  3:00 Min

Coronavirus: More stimulus to support economy and climate policy [Audio] 

Andrew Harmstone, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

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Market Pulse  •  29-Jul-2020

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

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

Fixed-Income-Team-Tile
 
private-credit-and-equity Private Credit & Equity page
Insight Article  •  28-Jul-2020

Where To Next: A Framework For Resilience 

Nash Waterman
The AIP Private Markets team explains their framework for selecting companies and constructing a portfolio that seeks to withstand changes in the economic cycle.

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Takeaways & Key Expectations  •  24-Jul-2020

Equity Market Commentary - July 2020 

Andrew Slimmon
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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PATH  •  23-Jul-2020

Coronavirus: More stimulus to support economy and climate policy 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
TALES FROM THE EMERGING WORLD  •  21-Jul-2020

No, the Markets Aren't Crazy 

Ruchir Sharma
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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Insight Article  •  19-Jul-2020

MS Global Brands Equity Income - Targeting 4% 

International Equity Team
The Morgan Stanley Global Brands Equity Income Fund offers the ability to generate a reasonable level of income without sacrificing long-term performance; in our view, that’s income the right way.

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sustainable-investing page
MACRO INSIGHT  •  17-Jul-2020

The Global Gaming Industry Takes Center Stage 

Sean Shaw, Steven Quattry, Jessica Whitt, Jorge Chirino
Video gaming is arguably on its way to becoming the world’s new favorite pastime, as advances in technology and new social formats are bringing an activity once considered fringe more deeply into the mainstream.

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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  •  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.

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market-pulse news fixed-income Fixed Income audio
Market Pulse  •  06-Jul-2020  •  6:36 Min

Will the Sizzle Fizzle? 

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

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PATH  •  03-Jul-2020

Coronavirus: A Critical Juncture  

Andrew Harmstone, Manfred Hui, Christian Goldsmith
As we enter the second half of 2020, we reach a critical juncture. After an initial boost to the markets following the reopening of countries across the globe, further gains may prove harder to come by. We remain concerned about the risk of a second wave of COVID-19 in some regions. In this update we discuss the hidden damage to the economy from the pandemic that is beginning to show, as well as some political risks and potential bright spots on the horizon.

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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.

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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  •  30-Jun-2020

Equity Market Commentary - June 2020 

Andrew Slimmon
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  •  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  •  29-Jun-2020  •  7:00 Min

Policy or Pandemic: Which Will Drive Asset Prices? 

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

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

Alternative Lending and the Resilient Consumer 

Kenneth Michlitsch
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 news fixed-income Fixed Income audio
Market Pulse  •  22-Jun-2020  •  3:45 Min

Q3 2020: Better? Yes. But Good Enough? 

Jim Caron
Jim Caron, 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 page
Market Pulse  •  19-Jun-2020

Active Management in Fixed Income: Now More than Ever  

Jim Caron
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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path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  18-Jun-2020

Coronavirus: Fundamental weaknesses begin to hit home  

Andrew Harmstone, Manfred Hui, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

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

Credit Check with Richard Ford  

Richard Ford
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  •  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 

Eric Stampfel
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 news 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. 

Jim Caron
Jim Caron, 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  •  12-Jun-2020

Unlocking the Future – The Post-COVID World 

William Lock, Bruno Paulson
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  •  10-Jun-2020  •  3:51 Min

June FOMC Meeting Recap 

Brian Buck
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  •  09-Jun-2020

The Math of Value and Growth 

Counterpoint Global
We show how corporate valuations change as we vary assumptions about growth, return on incremental invested capital, and the discount rate.

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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 

Ruchir Sharma
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.

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market-pulse news fixed-income Fixed Income audio
Market Pulse  •  08-Jun-2020  •  6:31 Min

The Reopening Rally and the Fed’s Forward Guidance 

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

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path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  05-Jun-2020

Coronavirus: Who is the ‘Smart Money’ Investor? 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

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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 

Andrew Slimmon
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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path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  04-Jun-2020  •  3:23 Min

Who is the ‘Smart Money’ Investor? [Audio] 

Christian Goldsmith, Andrew Harmstone
Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

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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  

Robert Leggett
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.

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market-pulse news fixed-income Fixed Income audio
Market Pulse  •  01-Jun-2020  •  6:36 Min

Follow the Money, Find the Performance 

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

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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 

Ruchir Sharma
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 news fixed-income Fixed Income audio
Market Pulse  •  28-May-2020  •  3:05 Min

In a High Yield Minute [Audio] 

Sarah Harrison
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 news fixed-income Fixed Income audio
Market Pulse  •  26-May-2020

The Breadth of the Market Is Encouraging 

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

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

Our Formula for Earnings Resilience 

Laura Bottega
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 

William Lock, Laura Bottega
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.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  20-May-2020

Myth Busting, Popular Delusions, and the Variant Perception 

Counterpoint Global
We address four myths or popular delusions in the investment industry.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  20-May-2020

An Introduction to Alternative Lending 

Kenneth Michlitsch
As investors grapple with the portfolio implications of a global pandemic, fintech-driven alternative lending may offer attractive absolute and risk-adjusted return characteristics. An allocation to this nascent private credit asset class may provide exposure to a secular shift in the way consumers and small businesses access capital.

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

Credit Check with Richard Ford  

Richard Ford
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
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market-pulse news fixed-income Fixed Income audio
Market Pulse  •  18-May-2020  •  6:32 Min

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

Jim Caron
Jim Caron, 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  •  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.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  15-May-2020

The COVID-19 Accelerator 

Dirk Hoffmann-Becking, Nic Sochovsky
Will COVID-19 be a great accelerator of existing forces and trends? The International Equity team explores.

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fixed-income Fixed Income page
Insight Article  •  14-May-2020

Emerging Markets Debt Outlook: Surviving Outside the Tent 

Sahil Tandon, Soledad Lopez, Mariano Pando
Has the imminent demise of Emerging Markets been greatly exaggerated once again? Find out what the Emerging Markets Debt Team thinks.

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market-pulse news 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.  

Jim Caron
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.

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

Jobs Report: Is the Worst Behind Us? [Audio] 

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

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TALES FROM THE EMERGING WORLD  •  07-May-2020

Why Markets Are Partying Through the Pandemic 

Ruchir Sharma
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 [Audio] 

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.

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Market Pulse  •  04-May-2020  •  8:51 Min

Credit Check with Richard Ford  

Richard Ford
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
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market-pulse news fixed-income Fixed Income audio
Market Pulse  •  04-May-2020  •  4:30 Min

The Risks Ahead: An Historically Weak Jobs Report & New U.S./China Tensions 

Jim Caron
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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solutions-and-multi-asset Solutions & Multi-Asset video
Insight Video  •  04-May-2020

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
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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  30-Apr-2020

The Butterfly Effect & COVID-19: Six Implications for Sustainable Investing in an Interconnected World 

Navindu Katugampola
COVID-19 is a disruption event with enormous personal, societal and economic repercussions. As fixed income investors, we are watching six implications of the pandemic for sustainable investing.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  29-Apr-2020

The Fed: Playing a Strong Hand but Unwilling to Show Their Cards 

Jim Caron
On April 29 the Fed indicated the need to keep credit flowing, for both for businesses and individuals. To date most of the Fed’s actions are supporting credit in the business sector, to the point where we do not believe the Fed has done enough with respect to consumer credit, particularly in light of their statements about keeping credit flowing to the “real economy.” Jim Caron looks at a Fed that is playing a strong hand, but unwilling to show all its cards.

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Insight Article  •  29-Apr-2020

Fintech Continues to Disrupt Consumer Lending 

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

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Market Pulse  •  27-Apr-2020  •  4:51 Min

Market Pulse with Jim Caron: A Big Week for Global Central Banks 

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

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market-pulse news active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  23-Apr-2020  •  04:24 Min

EM Leaders: Looking to Future Growth [Audio] 

Vishal Gupta
Vishal Gupta, Portfolio Manager on the Global Emerging Markets team, discusses the impact of COVID-19 on the Emerging Markets Leaders strategy. Listen now.

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Takeaways & Key Expectations  •  23-Apr-2020

Equity Market Commentary - April 2020  

Andrew Slimmon
Yield curve signals. Bear markets. The “Reopening of the Economy” versus “Stay at Home” stocks. Andrew Slimmon, Head of the Applied Equity Advisor team, covers these topics – and much more.

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Market Pulse  •  23-Apr-2020  •  2:56 Min

The Case for EM in the Post-Pandemic World [Audio]  

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research on the Global Emerging Markets team and portfolio manager for the Emerging Markets Breakout Nations and Active International Allocation strategies, provides timely insights on why we believe now is the time for emerging market equities. Listen now.

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Market Pulse  •  20-Apr-2020  •  6:21 Min

Whatever It Takes: Loan Programs, Oil & the Reopening of America 

Jim Caron
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 page
Market Pulse  •  20-Apr-2020

Recent Fed Actions: Implications for the High Yield Market  

Global Fixed Income Team
The Fed’s involvement in the high yield market is unprecedented, so there is no prior history to look back upon as a guide. The Global High Yield team explores how the action could impact investors.

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Global Fixed Income Bulletin  •  16-Apr-2020

The End of the Beginning 

Global Fixed Income Team
We’re hopeful that policy actions will help the economy return to normal as the health crisis recedes. But it remains unknown how deep and protracted the downturn will be as we’re held hostage to the path of the virus.

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market-pulse news fixed-income Fixed Income page
Market Pulse  •  15-Apr-2020

Allocating Fixed Income Assets Through the Great Unknown 

Christian Roth
We are facing a health crisis the likes of which we have not witnessed for close to a century. A seismic move to de-risk portfolios has created volatility and illiquidity not seen since 2008, and it is against this uncertain backdrop we invest today. Read more about the Global Fixed Income Team’s best thinking.

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market-pulse news fixed-income Fixed Income audio
Market Pulse  •  13-Apr-2020  •  6:36 Min

Market Pulse with Jim Caron: The Alphabet Soup of Liquidity & Solvency 

Jim Caron
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 news solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  08-Apr-2020

Coronavirus: Markets’ excessive optimism 

Andrew Harmstone, Manfred Hui
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

insights-coronavirus-andrew-harmstone-march
 
market-pulse news tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
TALES FROM THE EMERGING WORLD  •  07-Apr-2020

The Strange Shape of the Coronavirus Crash 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, makes the case for great opportunities in emerging markets in the After Coronavirus world.

The-Strange-Shape-of-the-Coronavirus-Crash-Tile-2x2
 
market-pulse news fixed-income Fixed Income audio
Market Pulse  •  06-Apr-2020  •  4:27 Min

Credit Beat with Joseph Mehlman 

Joseph Mehlman
Joseph Mehlman, Head of U.S. Credit, provides timely insights on the fast-changing world of U.S. credit markets. Listen now.

Fixed-Income-Team-Tile
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Market Pulse  •  06-Apr-2020  •  4:44 Min

Credit Check with Richard Ford  

Richard Ford
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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market-pulse news fixed-income Fixed Income audio
Market Pulse  •  06-Apr-2020  •  6:15 Min

Market Pulse with Jim Caron: A Silver Lining - Volatility Is Dropping 

Jim Caron
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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Sustainable Investing  •  03-Apr-2020

Debunking Six Myths About Climate Investing 

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

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

Building a Better Transmission Mechanism: Extending Credit to the Real Economy 

Jim Caron
It's critical to understand the policy reaction functions designed to support markets during times of crisis because it provides insight into which assets may perform best as the economy moves out of the crisis environment.

Fixed-Income-Team-Tile
 
market-pulse active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  02-Apr-2020

Active International Allocation - Market Commentary 

Jitania Kandhari, Ben Rozin
The MSIM Active International Allocation Team offers their perspective on the global markets and the AIA portfolio in the context of the COVID-19 pandemic.

Insight-activeinternationalallocationportfoliomarketcommentary-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  31-Mar-2020

Rating Agencies Action Summary 

Global Fixed Income Team
The COVID-19 crisis has disrupted supply chains of many companies and caused commodity prices to fall. How will rating agencies react to this disruption? The Global Credit research team explores.

Fixed-Income-Team-Tile
 
private-credit-and-equity Private Credit & Equity page
Insight Article  •  31-Mar-2020

Increasing Duration Opens Up New Realms for the Private Equity Secondaries Market 

AIP Private Markets Team
The AIP Private Markets Team explores possible solutions to check or reverse the upward trend in duration and allay investors' concerns about increasing their allocation to private equity.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-Mar-2020

In Search of Resilience 

William Lock, Bruno Paulson
In unprecedented times, resilience is essential. How can investors build a resilient portfolio in tough times? Bruno Paulson explains.

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Engagement Report  •  30-Mar-2020

Engage - Spring 2020 

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

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path news market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Path  •  27-Mar-2020

Coronavirus: Focus shifts to the US 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

insights-coronavirus-andrew-harmstone-march
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  24-Mar-2020

The Rise of Hedge Fund Co-Investments 

Jarrod Quigley
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 fixed-income Fixed Income audio
Market Pulse  •  23-Mar-2020  •  7:56 Min

Market Pulse with Jim Caron: Encouraging Signs Emerging From Fed & Fiscal Responses 

Jim Caron
Jim Caron, 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 page
Path  •  23-Mar-2020

Five Sectors That Cannot Escape Climate Change 

Andrew Harmstone
Climate change is inescapable and many—if not all—governments are responding more decisively than ever. A significant risk is that markets are not pricing in the effects of these policy responses quickly enough. We explore five sectors—financial services, mining, oil and gas, utilities and autos—likely to be hit the hardest.

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Consilient Observer  •  20-Mar-2020

BIN There, Done That 

Counterpoint Global
To improve your forecasting skills, try decreasing noise. Analyzing superforecasters reveals forecasters can be trained to more effectively update their views, reduce bias and reduce noise.

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path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  20-Mar-2020

Coronavirus: At last - initial signs of credible action 

Andrew Harmstone, Manfred Hui
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

insights-coronavirus-andrew-harmstone-march
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  17-Mar-2020

Financing Climate Change 

William Lock, Bruno Paulson, Dirk Hoffmann-Becking
Banking regulation may force the economy to shift towards a less carbon intensive model more quickly than expected. The International Equity Team discusses.

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market-pulse news fixed-income Fixed Income page
Market Pulse  •  13-Mar-2020

European Central Bank: Looking for Silver Linings in Disappointment 

Anton Heese
The initial market response to the European Central Bank (ECB) meeting on March 12th was disappointment – equity prices fell while Bund yields rose, depsite the ECB actually delivered nearly everything analysts had been expecting from it.

Fixed-Income-Team-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  11-Mar-2020

Energy Market Turmoil: What's Next? 

Global Fixed Income Team
After what was supposed to be a coordinated supply cut by OPEC+ to balance markets and keep oil prices high, Saudi Arabia and Russia instigated an oil price war.

Fixed-Income-Team-Tile
 
market-pulse news solutions-and-multi-asset Solutions & Multi-Asset page
Market Pulse  •  11-Mar-2020

Coronavirus: Positioning Portfolios for a Delayed Recovery 

Andrew Harmstone, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

insight-coronavirus-tailrisk
 
market-pulse tales-from-the-emerging-world news active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  10-Mar-2020

Our Coronavirus Worries Are a Bit Different 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  09-Mar-2020

Living on the Edge 

William Lock, Laura Bottega
Late cycle investors considering a bumpier ride for markets may wish to revisit the attractions of truly active investing to bridge any potential yawning chasms ahead.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  06-Mar-2020

ESG and Sustainable Investing Report 

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

GO-GlboalOpp-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  03-Mar-2020

Emergency Fed Cut: Not a Vaccine, but a Treatment for Symptoms 

Jim Caron
On March 3, the Federal Reserve cut rates by 50 basis points (bps) to between 1-1.25%. What should fixed income investors make of this move?

Fixed-Income-Team-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  02-Mar-2020

Update on Coronavirus and the Markets 

Global Fixed Income Team
By now it’s clear the Coronavirus will have at least a short-term impact on the global economy. The question is, how do fixed income investors move forward?

Fixed-Income-Team-Tile
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  02-Mar-2020

Global Recovery Delayed, But Not Derailed 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Global Recovery Delayed, But Not Derailed."

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global-fixed-income-bulletin news market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  29-Feb-2020

It’s All About the Virus 

Global Fixed Income Team
It’s now clear the coronavirus pandemic will have a meaningful impact on the global economy. As long as the virus’s impact remains disruptive rather than destructive, we should be fine, eventually.

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sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-Feb-2020

Why ESG in Fixed Income Investing? 

Joseph Mehlman
Portfolio Manager Joe Mehlman explores the beliefs underpinning the Global Fixed Income team's approach to ESG.

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sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-Feb-2020  •  2:14 Min

Four Reasons to Incorporate ESG in Sovereign Bond Investing  

Jim Caron
Head of Global Macro Strategies Jim Caron discusses the potential benefits of using ESG in fixed income.

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sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-Feb-2020

A Systematic Approach to ESG Integration  

Joseph Mehlman
Head of Credit Joe Mehlman explains how the team incorporates ESG factors in their investment process.

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sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-Feb-2020

ESG: An Essential Component to Securitized Assets  

Gregory Finck
Gregory Finck explains what makes securitized assets a natural fit for incorporating ESG principles.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  25-Feb-2020

How to Read the Drop in U.S. Treasury Yields 

Jim Caron
The U.S. 10 Year has reached historic lows. Jim Caron explores what that could say about the state of the U.S. economy.

Fixed-Income-Team-Tile
 
2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2020 Outlook  •  20-Feb-2020  •  4:25 Min

Not the Usual Suspects 

Andrew Harmstone
This video provides a short summary of GBaR Team's Outlook for 2020

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
TAKEAWAYS & KEY EXPECTATIONS  •  14-Feb-2020

Equity Market Commentary - Feb 2020 

Andrew Slimmon
In his February commentary, Andrew Slimmon muses about the global equity market and wonders whether it has “gone off its rocker” considering the agitated state of affairs in the U.S. and the world.

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market-pulse news fixed-income Fixed Income page
Market Pulse  •  12-Feb-2020

The Coronavirus and Its Impact on the Global Market 

Jim Caron
What will be the long-term impact of the Coronavirus on the global economy? Jim Caron thinks it all depends on the shape of the eventual recovery.

Fixed-Income-Team-Tile
 
2020-outlooks active-fundamental-equity Active Fundamental Equity page
2020 Outlook  •  10-Feb-2020

Fading the U.S. FOMO Market and Five Keys to Outperformance in 2020 

Jitania Kandhari, Ben Rozin
If "fear of missing out" has propelled the U.S. stock market over others, what can investors expect from the early years of the 2020s and the decade to come? The Active International Allocation team outlines their five key investment expectations.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
TAKEAWAYS & KEY EXPECTATIONS  •  31-Jan-2020

Equity Market Commentary - January 2020  

Andrew Slimmon
Andrew Slimmon recaps 2019, highlighting the benefits of managing style-unconstrained strategies. Going into 2020 he acknowledges that the equity market is a complex beast, yet finds it remarkable how consistently it behaves relative to history.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-Jan-2020

The Second Mountain 

Laura Bottega, Bruno Paulson
Today’s environmental and social issues offer businesses ample opportunity to focus on purpose as well as profit.

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2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2020 Outlook  •  24-Jan-2020

Not the Usual Suspects 

Andrew Harmstone
World economic growth appears sufficiently robust to resist recession, but is slowing enough to prompt some governments to implement fiscal stimulus programmes. Heading into 2020, we see the brightest spots for return potential as being outside the usual suspects.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  12-Jan-2020

If the economy is so darn good, why are yields so darn low?  

Jim Caron
Data is getting better, but bond yields are not following. What's going on here? Jim Caron explains.

Fixed-Income-Team-Tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-Dec-2019

Between Scylla and Charybdis  

William Lock, Bruno Paulson
How a quality bias helps investors steer between the twin perils of recession and inflation.

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market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  31-Dec-2019  •  4 Min

Don’t Overreact to an Early January 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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Market Pulse  •  18-Dec-2019

U.S. - China Phase 1: More a Truce Than a Deal, but a Step in the Right Direction 

Jim Caron
On December 15 the U.S. and China stopped the “rock throwing” as no new tariffs were announced by either of the antagonists. And while there is no official deal in place, this “truce” is clearly a good first step, as outlined by Jim Caron.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  13-Dec-2019

December FOMC: Connecting the Dots 

Jim Caron
After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.

Fixed-Income-Team-Tile
 
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TAKEAWAYS & KEY EXPECTATIONS  •  05-Dec-2019

Equity Market Commentary - December 2019  

Andrew Slimmon
In his December commentary Andrew Slimmon talks about staying in the moment and focusing on “where we are NOW,” not where we might be six months or a year from now.

tile-index-slimmons-take
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  04-Dec-2019  •  4 Min

Capitulation is Just Commencing 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Audio-Page-Tile
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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  02-Dec-2019

Alternative Lending: Why Today and Through the Credit Cycle? 

Kenneth Michlitsch
Against a backdrop of low interest rates and tight corporate credit spreads, investors struggle to find sufficient yield from traditional fixed income. Fintech-driven alternative lending is a nascent, consumer-focused private credit asset class that potentially offers yield pick-up, as well as duration and diversification benefits.

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sustainable-investing global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  29-Nov-2019

The ESG Advantage 

Vladimir Demine, William Lock, Bruno Paulson
Does investing in companies with sound ESG practices mean investing in better companies?

9757918-Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  27-Nov-2019

Top 10 for ‘20 

Jim Caron
In our view, 2019 was a mid-cycle reset where the Fed cut rates three times, capital expenditure bottomed out and global GDP slowed. The bad news is that yields are low and investors are long on duration, a big risk given that the Fed will likely stay on the sidelines and not lower rates in 2020.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  19-Nov-2019

From Mid-Cycle Reset to Cyclical Recovery 

Jim Caron
This time last year the market projected the economy was headed into a recession, and the Fed engaged in a policy mistake by planning to hike rates above 3.00%. Instead, what we realized was 75bps of rate cuts along with cuts from global central banks and a restart of quantitative easing (QE).

Fixed-Income-Team-Tile
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  18-Nov-2019

Normalization Continues 

Global Fixed Income Team
In many ways, October was a continuation of the developments that started in September. Yet the Global Fixed Income Team now believes fixed income markets have reached a fork in the road: Either data will get better as geopolitical risks recede, or we will return to trade war concerns and deteriorating economic fundamentals.

NovGFIBulletinTile
 
sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  14-Nov-2019

ESG Investing: Living in a Material World 

Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results and improved stock price performance? In our mind, the answer is a resounding yes. The key is materiality.

insight-esginvestinglivinginamaterialworld-tile
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
TAKEAWAYS & KEY EXPECTATIONS  •  14-Nov-2019