News & Insights

Macro Insight

Our Formula for Earnings Resiliency 

Nov 08, 2019 

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

Macro Insight

VIDEO: Peak Car—or Just Bumps in the Road? 

Oct 30, 2019 

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

Macro Insight

Lessons from a 21-year-old Warren Buffett 

Oct 25, 2019 

Investing in high-quality companies—at the right price—may grow investors’ wealth while potentially providing a level of reassurance in falling markets.
 

Market Alert

Market Alert with Andrew Slimmon 

Oct 25, 2019 

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.
 

Market Outlook

3Q19 Review/Outlook: Global Fixed Income Opportunities 

Oct 22, 2019 

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

Sustainability Insight

Engage - Fall 2019 

Oct 22, 2019 

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

Global Fixed Income Bulletin

Reversal Month 

Oct 17, 2019 

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

Investment Insight

Managing Downside Risk with Global Macro Strategies 

Oct 16, 2019 

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.
 

Investment Insight

AIP Hedge Fund Solutions Team Review and Outlook 

Oct 16, 2019 

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.
 

Macro Insight

VIDEO: Peak Car—or Just Bumps in the Road? 

Oct 14, 2019 

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

Investment Insight

Long-Short Equity Strategies - “Hedging” Your Bets 

Oct 14, 2019 

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.
 

Sustainability Insight

ESG and Sovereign Fixed Income Investing: A Better Way 

Oct 10, 2019 

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.
 

Macro Insight

Risk as a starting point — not an afterthought 

Oct 08, 2019 

Dazzling investment returns make good headlines─as do spectacular investment crashes. But seldom do we read stories about funds that excel in controlling volatility while delivering strong, competitive returns. Yet managing volatility is the key to surviving a sharp market downturn.
 

Macro Insight

How Much to Own in Emerging Markets 

Oct 03, 2019 

Those who see the opportunity in emerging markets want to know, how much should we own? We discuss three approaches that look at the ideal emerging market allocation.
 

Macro Insight

What to Own in Emerging Markets 

Oct 03, 2019 

Which countries do we think are worth owning in emerging markets? Those that can thrive in the age of the three D’s—deglobalization, depopulation and deleveraging.
 

Macro Insight

The Case for Emerging Markets Relative to the U.S. 

Oct 03, 2019 

Why invest in emerging markets? After falling out of fashion, we think emerging markets are poised to be rediscovered in the next decade.
 

Investment Insight

Alternative Risk Premia: Taking Control of Your Exposures 

Oct 01, 2019 

ARP have the potential to mitigate downside risk, while in many cases still generating positive returns in a liquid and costefficient way.
 

Macro Insight

Peak Car—or Just Bumps in the Road? 

Sep 30, 2019 

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?
 

GLOBAL EQUITY OBSERVER

Plastic Matters 

Sep 30, 2019 

Why engage? To get the full story. The International Equity team discusses what’s driving change for consumer staples and plastic.
 

Global Equity Observer

Compounding in Health Care 

Sep 27, 2019 

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

Market Outlook

Equity Market Commentary - September 2019  

Sep 25, 2019 

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.
 

Global Fixed Income Bulletin

Volatility and Uncertainty Continue 

Sep 20, 2019 

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

Global Fixed Income Insights

Unconstrained European Fixed Income 

Sep 18, 2019 

How does the European Fixed Income Opportunities strategy provide investors with competitive returns in the current low-yield environment? The Global Fixed Income Team explains.
 

Market Pulse

ECB Action Puts Pressure on Fed 

Sep 16, 2019 

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.
 

Investment Insight

Introduction to Alternative Risk Premia 

Sep 11, 2019 

In much the same way that long-only investors have considered “passive” investing as a way to adjust their exposures efficiently and to reduce cost, alternatives investors have begun to explore systematic and index-based solutions—such as “alternative risk premia”—as a way to achieve those same objectives. In this paper, we seek to introduce the concept of alternative risk premia, explain how investors can access them, and present the potential benefits and drawbacks associated with them.
 

Sustainability Insight

Corporates Under Pressure 

Sep 09, 2019 

Bruno Paulson discusses how regulatory and technological change has made environmental and social concerns even more important than before.
 

Sustainability Insight

Software & Services 

Sep 05, 2019 

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.
 

Macro Insight

VIDEO: Tug-of-War 

Sep 04, 2019 

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

Sustainability Insight

Consumer Staples 

Sep 04, 2019 

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

Sustainability Insight

25-50 of the Highest Quality Stocks in the World 

Sep 03, 2019 

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

Macro Insight

Our Liquidity Solutions Team’s Competitive Advantages 

Sep 03, 2019 

Managing cash is becoming increasingly complex. Our Global Liquidity Solutions is uniquely positioned to help you navigate the challenges and opportunities ahead.
 

Sustainability Insight

Pay X-Ray 

Sep 02, 2019 

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

Macro Insight

GMA Viewpoint: Gold Bull Market to Continue 

Aug 31, 2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Gold Bull Market to Continue.”
 

Sustainability Insight

Health Care 

Aug 30, 2019 

Marcus Watson discusses how innovative health care companies can use science and technology to address health needs within communities.
 

Sustainability Insight

Knock-On Effects 

Aug 29, 2019 

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

Sustainability Insight

Tackling Plastics 

Aug 28, 2019 

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

Macro Insight

Tug-of-War 

Aug 27, 2019 

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.
 

Global Equity Observer

The Two Risks We Manage: Earnings and Multiples 

Aug 23, 2019 

Should equity investors be worrying about multiple threats? Bruno Paulson talks earnings and multiples.
 

Market Pulse

The Fed needs to Lead not Follow 

Aug 21, 2019 

It is time for the Fed to get proactive. Jim Caron from the Global Fixed Income team shares his views.
 

Global Fixed Income Bulletin

Just When It Looked Safe to Go Back in the Water  

Aug 19, 2019 

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.
 

Media Appearance

Brian Weinstein on Bloomberg 

Aug 13, 2019 

Brian Weinstein joined Bloomberg Surveillance to discuss how politics around the world are impacting markets.
 

Media Appearance

Michael Kushma on Bloomberg 

Aug 13, 2019 

Michael Kushma joined Bloomberg "The Open" to discuss fears of a global recession.
 

A World of Fixed Income Opportunities 

Aug 07, 2019 

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.
 

Macro Insight

Equity Market Commentary 

Aug 05, 2019 

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

Market Pulse

A Fed Mistake? 

Aug 01, 2019 

The Fed may have made a mistake in deciding to cut rates by only 25bps. Jim Caron of the Global Fixed Income Team shares his views.
 

Macro Insight

Opportunities in A-shares 

Jul 26, 2019 

MSCI’s inclusion of China A-shares into global indices will undoubtedly boost investor focus. The Global Emerging Markets Team discusses opportunities in this vast and largely uncharted portion of China’s complex markets.
 

Market Pulse

Expect the Unexpected from the ECB 

Jul 25, 2019 

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.
 

Macro Insight

Why Invest Internationally: A Conversation 

Jul 25, 2019 

Should you be considering markets outside of the U.S.? Our professionals review the opportunities and challenges of international diversification.
 

Press Release

Presidio Petroleum Completes Acquisition of Assets From Apache Corporation in Partnership With Morgan Stanley Energy Partners 

Jul 23, 2019 

Presidio Investment Holdings LLC announced today that it has completed its acquisition of all the oil and natural gas producing properties in the western Anadarko Basin of Texas, Oklahoma, and Kansas from Apache Corporation and its affiliates (NYSE: APA). Presidio Petroleum is a portfolio company majority owned by investment funds managed by Morgan Stanley Energy Partners, the energy private equity business of Morgan Stanley Investment Management.
 

Market Outlook

2Q19 Review/Outlook: Global Fixed Income Opportunities 

Jul 19, 2019 

We see a positive second half of the year for fixed income, with mortgages as our favorite area of opportunity. Jim Caron shares his views.
 

Global Equity Observer

Rebuilding Moats in the Digital Age 

Jul 19, 2019 

Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.
 

Macro Insight

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

Jul 18, 2019 

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

Macro Insight

An Holistic Approach to the World’s Water Woes 

Jul 18, 2019 

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.
 

Global Fixed Income Bulletin

Central Banks Poised to Keep the Expansion Rolling 

Jul 17, 2019 

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.
 

Market Outlook

Isn’t the Stock Market a Forward Predictor? 

Jul 16, 2019 

The stock market is hovering around its all-time high, yet investor bullishness is surprisingly low. Andrew Slimmon argues that the stock market is a forward predictor, and that despite a summer correction, the S&P 500 will be well above 3,000 by year end.
 

Global Fixed Income Insights

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

Jul 12, 2019 

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.
 

Market Pulse

Global Factors Impacting the Fed's Rate Policy 

Jul 11, 2019 

The Fed could cut rates by 50 basis points this month rather than the expected 25. Jim Caron of the Global Fixed Income Team shares his views on why this could happen.
 

Market Outlook

Correction Ahead? Why That May Be Good News for Investors 

Jul 09, 2019 

With volatility at low levels this rally, investors shouldn't be surprised by a summer sell-off. Even so, the outlook long-term is still positive. Here's why.
 

Press Release

Morgan Stanley Expansion Capital Announces Agreement to Sell DocuWare GmbH 

Jul 08, 2019 

Investment funds managed by Morgan Stanley Expansion Capital today announced that they have entered into a definitive agreement to sell their interest in DocuWare GmbH, a leading global provider of content services software, to Ricoh (TYO:7752). Expansion Capital invested in Founder-backed Docuware in June 2012 in a transaction designed to accelerate Docuware’s growth, recapitalize select holders and position the company for future growth.
 

Connecting the Dots

Why Is Popcorn So Expensive at the Movies? 

Jul 01, 2019 

In this article, Swanand Kelkar discusses the steep pricing of popcorn sold at multiplexes and looks at the issue through a broader lens than just how much it usually costs versus how much it is sold for at cinemas.
 

Market Pulse

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

Jul 01, 2019 

U.S.-China trade talks at the G20 went better than expected. What does this mean for your portfolio? Jim Caron of the Global Fixed Income Team shares his investment strategy.
 

Global Multi-Asset Viewpoint

GMA Viewpoint: The Bull Case for the U.S. Health Care Sector  

Jun 30, 2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Bull Case for the U.S. Health Care Sector ".
 

Global Equity Observer

Journey Into The Unknown 

Jun 25, 2019 

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

Global Fixed Income Bulletin

Déjà vu...Maybe Not 

Jun 25, 2019 

Fixed income markets are behaving a lot like last year. Is this déjà vu? We don’t think so. The key difference is that the Fed is in play and can cut rates. The Global Fixed Income Team shares their view.
 

Market Pulse

Cashing in on Fed ‘Insurance’ Rate Cuts 

Jun 24, 2019 

With rate cuts mostly priced into the market, Jim Caron of the Global Fixed Income Team shares his investment strategy for the remainder of the year.
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Project Management Academy 

Jun 18, 2019 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), announced today that they have completed an investment in Project Management Academy, a leading provider of training and exam preparation services for project management professionals. MSCP is partnering with the current CEO, Jason Cassidy, and the rest of the management team, who will remain in place and retain an equity stake in the business.
 

Market Pulse

Volatility May Rise as Prices Decipher the Fed 

Jun 18, 2019 

Will the Fed cut rates soon? The market seems to think so, but the Fed doesn’t seem so inclined. Jim Caron shares his views and opportunities that may be flying under the radar.
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Ovation Fertility 

Jun 17, 2019 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Ovation Fertility. MSCP partnered with the current management team and physician shareholders, led by Nate Snyder, who will remain CEO and continue to drive organic and acquisitive growth.
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Impact Fitness 

Jun 11, 2019 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Impact Fitness, a leading Planet Fitness franchisee with 29 clubs across the United States and Canada. MSCP partnered with the current management team, led by CEO Adam Willaeys, as well as founder Chris Klebba, who will remain as Executive Chairman.
 

Press Release

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

Jun 04, 2019 

Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Dallas-based Hero Pet Brands, a company that provides solutions to pet owner needs including nutrition, grooming, waste pickup and cleanup.
 

Market Outlook

Applied Equity Advisors Investment Process  

Jun 04, 2019 

A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
 

Market Outlook

Applied Equity Advisors June 2019 Commentary  

Jun 03, 2019 

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

VIDEO: Midgame 

May 31, 2019 

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

Market Pulse

What is the Rates Market Telling Us? 

May 31, 2019 

The breakdown in U.S.-China trade negotiations is signalling slower growth and lower inflation across the globe. A flattening yield curve is just a logical adjustment to this new information.
 

Macro Insight

Midgame 

May 31, 2019 

After a growth scare in the fourth quarter of 2018, global economies may not be heading towards a recession—but U.S./China trade tensions may delay recovery.
 

Media Appearance

ESG Investing, Europe 2019 Report  

May 30, 2019 

In the report published by Clear Path Analysis, MSIM’s International Equity Team and Global Fixed Income Team shared their views on ESG Investing and how it is moving from a marginal approach to a mainstream strategy.
 

Market Outlook

Andrew Slimmon's Outlook on the Current Markets 

May 30, 2019 

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

Investment Insight

An Introduction to Alternative Lending 

May 28, 2019 

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

Macro Insight

How Flexible is Your Approach? 

May 23, 2019 

The best golfers have to be flexible and experienced enough to effectively hit any number of difficult shots. We think the same holds true for portfolio managers and their approach to managing money.
 

Press Release

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

May 17, 2019 

Morgan Stanley Investment Management today announced it has raised $785 million for the North Haven Senior Loan Fund L.P. and its related vehicles (collectively “NH SLF”) exceeding its original fundraising target. When combined with target leverage, NH SLF has approximately $1.1 billion of capital available for investment. NH SLF seeks to invest in privately negotiated senior secured loans issued by lower middle market companies in North America.
 

Global Equity Observer

Credit Where Credit Is Due 

May 17, 2019 

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

Global Fixed Income Bulletin

And the Beat Goes On... 

May 16, 2019 

The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.
 

Market Outlook

Applied Equity Advisors May 2019 Commentary  

May 15, 2019 

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

Investment Insight

Fintech Continues to Disrupt Consumer Lending 

May 15, 2019 

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

Investment Insight

The Rise of Hedge Fund Coinvestments 

May 10, 2019 

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

Sustainability Insight

An Emerging Markets Approach to ESG: Our Progress 

May 09, 2019 

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

Market Pulse

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

May 06, 2019 

U.S.-China trade talks seem to be at an impasse. Jim Caron, Global Fixed Income Team, shares why he believes the global market impact of these talks is not a systemic market event…yet
 

Market Pulse

The Fed's Conundrum 

May 02, 2019 

The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron from the Global Fixed Income Team shares his views.
 

Global Multi-Asset Viewpoint

GMA Viewpoint: Value in the Eurozone 

Apr 30, 2019 

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

Market Outlook

1Q19 Review/Outlook: Global Fixed Income Opportunities 

Apr 30, 2019 

Global central banks look to extend the economic cycle not end it. Jim Caron reviews the first quarter and shares his outlook for the rest of 2019.
 

Macro Insight

A Tale of Risk  

Apr 29, 2019 

Effective risk management means understanding the critical difference between “risk” events and “uncertain” events. We explore the issue, and possible solutions, in our latest outlook, A Tale of Risk.
 

Investment Focus

Debunking Six Myths About Climate Investing 

Apr 29, 2019 

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

Market Outlook

VIDEO: A Tale of Risk 

Apr 29, 2019 

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

Press Release

PE-backed XRI buys Fountain Quail Water Treatment 

Apr 24, 2019 

XRI Holdings, LLC (“XRI”), a leading water midstream company with owned infrastructure throughout the Permian Basin, announced today that it has acquired the water treatment and recycling division of Fountain Quail Energy Services, LLC (“Fountain Quail Water Treatment”). Fountain Quail Water Treatment is a leading produced water treatment, recycle, and reuse business with operations throughout the Permian Basin and other key producing basins across the United States.
 

Global Fixed Income Bulletin

Goldilocks Redux? 

Apr 17, 2019 

Optimism abounds that the markets are on the right path for 2019, and we agree! We believe easy monetary policy and lower real yields will support economies and lengthen the business cycle. The Global Fixed Income Team shares their views.
 

Sustainability Insight

Engage - Spring 2019 

Apr 17, 2019 

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

Sustainability Insight

Compounding with a Conscience 

Apr 16, 2019 

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

Global Equity Observer

In Search of a Late-Cycle Buffer 

Apr 12, 2019 

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

Macro Insight

A Positive Outlook for Europe 

Apr 12, 2019 

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

Press Release

SolarWinds Sets Its Sights on the ITSM Market through Acquisition of Samanage and Introduction of a SolarWinds Service Desk Product 

Apr 11, 2019 

SolarWinds (NYSE:SWI), a leading provider of powerful and affordable IT management software, today announced that it has signed an agreement to acquire Samanage, a highly reviewed and highly rated IT service desk solution company based in Cary, NC. Over the past 7 years, Samanage has built a strong, well-respected product guided by a customer-centricity that aligns well with SolarWinds’ mission and commitment to the technology professional community.
 

Sustainability Insight

Integrating ESG in Emerging Markets Investing 

Apr 04, 2019 

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

Sustainability Insight

How to Select Sustainable Compounders 

Apr 03, 2019 

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

Global Multi-Asset Viewpoint

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

Mar 31, 2019 

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

Sustainability Insight

ESG Is Crucial to High-Quality Compounding 

Mar 27, 2019 

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

Sustainability Insight

ESG Focus Adds Value For Our Clients 

Mar 27, 2019 

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

Sustainability Insight

Being Principled, Without Sacrificing Return 

Mar 27, 2019 

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

Sustainability Insight

Holistic and Responsible Investing in a Rapidly Changing World 

Mar 27, 2019 

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

Sustainability Insight

Investing Wisely By Avoiding Permanent Destruction of Capital 

Mar 27, 2019 

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

Global Fixed Income Insights

Beware Modern Monetary Theory: An Opinion on Risks 

Mar 27, 2019 

The increasingly popular narrative of modern monetary theory is causing people to question the Fed's monetary policy. Jim Caron discusses how applying this theory may have long-term economic risks.
 

Global Fixed Income Bulletin

Where To From Here? 

Mar 20, 2019 

Central banks becoming more dovish, U.S.-China relations and Brexit have left uncertainty hanging over the markets. Where will we go from here? The Global Fixed Income team shares their views.
 

Market Outlook

On the Road Again: Fiscal Stimulus Around the World 

Mar 19, 2019 

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

Macro Insight

On the Road Again: Fiscal Stimulus Around the World 

Mar 19, 2019 

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

Market Outlook

Applied Equity Advisors March 2019 Commentary  

Mar 19, 2019 

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

GLOBAL EQUITY OBSERVER

When Management Gets “Strategic” 

Mar 13, 2019 

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

Media Appearance

Andrew Slimmon on CNBC "Power Lunch" 

Mar 11, 2019 

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

Sustainability Insight

ESG and Sustainable Investing Report 

Mar 07, 2019 

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

Investment Insight

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

Feb 28, 2019 

Ken Michlitsch, AIP Alternative Lending Group Portfolio Manager, interviews Upstart CEO David Girouard about the increasingly important role machine learning plays in the consumer lending process.
 

Global Multi-Asset Viewpoint

GMA Viewpoint: Australia Housing Bubble Starting to Deflate  

Feb 28, 2019 

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

Market Outlook

Applied Equity Advisors February 2019 Commentary  

Feb 28, 2019 

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

Market Outlook

Global Brands: A year in review and the year ahead 

Feb 25, 2019 

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

Macro Insight

A Case for Euro Aggregate Fixed Income Portfolios 

Feb 25, 2019 

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

Macro Insight

Global Balanced Risk Control Team Market Update 

Feb 21, 2019 

In late 2018, the GBaR team’s defensive positioning helped protect portfolios from falling equity markets. A common question from clients as the team entered 2019 was ‘what would make you more positive on equities?’ Watch Christian Goldsmith, Portfolio Specialist of the GBaR team’s latest market update video to explain.
 

Investment Focus

It’s Not All About Urban Infill 

Feb 21, 2019 

The latest paper from MSIM’s Real Assets Research & Investing team explores the current and emerging trends in the U.S. industrial real estate sector
 

Global Fixed Income Bulletin

Why It's Different This Time 

Feb 20, 2019 

2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.
 

Investment Focus

Secondaries v2.0: The Era of Transformation 

Feb 20, 2019 

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

Global Equity Observer

Not Out of the Woods Yet 

Feb 20, 2019 

January brought better news, but beware straying from the high-quality path, warns the International Equity Team’s Bruno Paulson – we’re not out of the woods yet.
 

Market Outlook

Three Climate Tipping Points Shaping Markets Today  

Feb 19, 2019 

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

Macro Insight

Three Climate Tipping Points Shaping Markets Today  

Feb 19, 2019 

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

Global Multi-Asset Viewpoint

Secular Outlook for Bond Yields: Structurally Higher 

Jan 31, 2019 

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

Press Release

Morgan Stanley Capital Partners Completes Investment in Clarity Software Solutions 

Jan 25, 2019 

Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Clarity Software Solutions. MSCP is partnering with the current management team led by founder Sean Rotermund, who will remain CEO and continue to drive organic growth and product development during the investment.
 

Market Outlook

4Q18 Review/Outlook: Global Fixed Income Opportunities 

Jan 23, 2019 

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

Investment Insight

Conducting Due Diligence on Alternative Risk Premia 

Jan 22, 2019 

While alternative risk premia have existed for some time—and have long been used by hedge funds—they have only recently begun to be evaluated by a broad swath of investors. Given the growth of investor interest in this space, we thought it timely to share our insights on what constitutes effective due diligence.
 

Global Fixed Income Bulletin

Brave New Year 

Jan 22, 2019 

With a turbulent end to 2018, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2019.
 

Global Equity Observer

Multiples Are Down, Risks Are Not 

Jan 15, 2019 

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

Connecting the Dots

Simhavalokana 2018 

Jan 15, 2019 

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

Sustainability Council

About the Investment Management Sustainability Council 

Jan 14, 2019 

The IM Sustainable Investing Council drives IM’s global effort by promoting an overall framework for integrating ESG and ESG standards into IM’s investment processes, product development, measurement, education, client engagement and reporting.
 

Sustainability Insight

A Yield Focused ESG Approach 

Jan 07, 2019 

Can you incorporate ESG investing into a fixed income portfolio without giving up yield? The Global Fixed Income Team shares why they believe the answer is a resounding yes.
 

Market Outlook

Applied Equity Advisors January 2019 Commentary  

Dec 31, 2018 

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

Global Multi-Asset Viewpoint

GMA Viewpoint: Key Investment Themes Into 2019 

Dec 31, 2018 

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

Macro Insight

Indian Equity: An All-Weather Asset Class 

Dec 31, 2018 

India's economy is showing green shoots of recovery following the ambitious reforms of 2016-2017. We discuss why we believe this could be an opportune time to position in India.
 

Global Fixed Income Insights

2019 Convertibles Outlook: It's All Relative 

Dec 28, 2018 

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

Investment Insight

2019 Global Real Estate Outlook 

Dec 24, 2018 

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

Global Fixed Income Insights

2019 Global Credit Outlook: Waiting for Godot 

Dec 21, 2018 

Is the market waiting for a recession in 2019 that won’t materialize? The Global Fixed Income Team shares how this view is helping them find attractive credit investment opportunities.
 

Press Release

Vbrick Appoints Christian Rockwell as Chief Marketing Officer 

Dec 20, 2018 

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

Market Outlook

2019 – To Neutral and Beyond? 

Dec 20, 2018 

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

Investment Insight

The EDGE: Automation/Robotics 

Dec 18, 2018 

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

GLOBAL EQUITY OBSERVER

In Praise of Tortoises…and Compounders 

Dec 17, 2018 

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

Global Fixed Income Insights

Emerging Markets Look Forward to 2019 

Dec 17, 2018 

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

Global Fixed Income Insights

Positive Outlook for Securitized Supported by Strong Consumer Credit Conditions 

Dec 17, 2018 

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

Sustainability Insight

ESG Scores 

Dec 17, 2018 

ESG Scores: Comparing apples to oranges
 

Market Outlook

Europe — forever the ugly duckling? 

Dec 17, 2018 

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

Sustainability Insight

Governance 

Dec 14, 2018 

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

Global Fixed Income Bulletin

November's Blues 

Dec 14, 2018 

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

Press Release

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

Dec 13, 2018 

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

Sustainability Insight

The Value of Engagement 

Dec 13, 2018 

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

Macro Insight

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

Dec 13, 2018 

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

Press Release

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

Dec 12, 2018 

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

2019 Outlook

Dysfunction Junction? 

Dec 12, 2018 

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

Press Release

Morgan Stanley Capital Partners Completes Sale of Hojeij Branded Foods 

Dec 11, 2018 

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

Global Fixed Income Insights

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

Dec 10, 2018 

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

Investment Insight

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

Dec 09, 2018 

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

Investment Focus

Coworking, Friend or Foe? 

Dec 03, 2018 

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

Global Multi-Asset Viewpoint

GMA Viewpoint: The Case for Higher Gold Prices 

Nov 30, 2018 

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

Press Release

PPC Flexible Packaging buys Temkin International 

Nov 27, 2018 

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

Market Outlook

Applied Equity Advisors November 2018 Commentary 

Nov 27, 2018 

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

GLOBAL EQUITY OBSERVER

(Trade) War – What is it good for? 

Nov 15, 2018 

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

Global Fixed Income Bulletin

An October to Remember 

Nov 12, 2018 

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

Press Release

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

Nov 08, 2018 

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

Press Release

Visionary Integration Professionals Secures Morgan Stanley Investment 

Nov 08, 2018 

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

Press Release

Firms Unite as a Unified Market Leader: Ardurra Group 

Nov 05, 2018 

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

Press Release

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

Nov 05, 2018 

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

Press Release

Neo4j Closes $80 Million in Series E Funding 

Nov 01, 2018 

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

Press Release

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

Oct 12, 2018 

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

Press Release

EcoIntense, EcoWebDesk and NordSafety are now Quentic 

Oct 11, 2018 

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

Press Release

Morgan Stanley Energy Partners and Catalyst Energy Services Announce Strategic Partnership 

Aug 20, 2018 

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

Press Release

Morgan Stanley Alternative Investment Partners Raises $516 Million for Riverview Strategic Opportunities Fund III 

Aug 06, 2018 

Morgan Stanley Alternative Investment Partners, an investment team within Morgan Stanley Investment Management, has closed the unit’s latest investment fund, the Riverview Strategic Opportunities Fund III with over $500 million in commitments. The fundraise saw robust interest from both institutional and high net worth investors with the raise being completed within a few weeks. The Fund is an opportunistic hedge fund solution focused on hedge fund secondaries and co-investments.
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Comar 

Jun 19, 2018 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Comar Holding Company, LLC. MSCP partnered with the current management team, led by Michael Ruggieri, who will remain CEO and continue to drive organic and acquisition growth.
 

Press Release

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

Jun 19, 2018 

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

Press Release

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

Jun 11, 2018 

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

Sustainability Insight

Sustainable Signals 

Jun 11, 2018 

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

Press Release

Morgan Stanley Energy Partners and Presidio Petroleum Announce Strategic Partnership 

Jun 01, 2018 

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

Sustainability Insight

Weathering the Storm: Integrating Climate Resilience Into Real Assets Investing 

May 22, 2018 

As climate change impacts intensify around the world, so too do the economic impacts. MSIM's Real Assets Research & Investing team and the Institute for Sustainable Investing discuss how to integrate climate resilience when considering investing in real assets and the financial and reputational opportunities this may bring.
 

Investment Insight

The EDGE: Blockchain 

May 15, 2018 

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

Press Release

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

May 08, 2018 

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

Press Release

Fusion Announces Closing of Birch Acquisition 

May 07, 2018 

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

Press Release

Concentra Analytics Completes a £41 Million Growth Equity Investment 

May 01, 2018 

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

Press Release

VizExplorer Announces Strategic Investment by Morgan Stanley Expansion Capital 

Apr 17, 2018 

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

Press Release

Instapage Raises $15M Series A Funding Round Led by Morgan Stanley Expansion Capital 

Apr 10, 2018 

Instapage, the landing page and post-click optimization solution for digital advertisers, has today announced a $15 million growth investment from Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. Investment funds will allow Instapage to accelerate the enterprise adoption of the Instapage post-click optimization solution, expedite platform development and expand sales and client service operations.
 

Press Release

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

Apr 09, 2018 

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

Press Release

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

Mar 28, 2018 

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

Press Release

Morgan Stanley Energy Partners Completes Investment in Specialized Desanders, Inc. 

Mar 21, 2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP) announced today that they have completed an investment in Specialized Desanders, Inc (SDI). MSEP is partnering with CEO Chris Hemstock and the current SDI management team to support the growth of the company's innovative oilfield equipment and services business across North America and internationally.
 

Press Release

Orthofix Announces Agreement to Acquire Spinal Kinetics 

Mar 15, 2018 

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

Press Release

Fisher Container Launches Company Rebrand to PPC Flexible Packaging 

Feb 26, 2018 

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

Press Release

Clinton Burgess Appointed CEO of CoAdvantage 

Feb 05, 2018 

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

Press Release

Fisher Container Holdings, LLC Adds Industry Veteran Dan Donofrio to Management Team 

Feb 05, 2018 

Fisher Container, a portfolio company majority owned by investment funds managed by Morgan Stanley Capital Partners, today announced the addition of Dan Donofrio to its executive team as Chief Operations Officer.
 

Press Release

SMT (Sahajanand Medical Technologies) Raises INR 230 Crores of Equity Capital in a Round Led by a Fund Managed by Morgan Stanley Private Equity Asia 

Jan 12, 2018 

Sahajanand Medical Technologies, the leading manufacturer of cardiac stents in India, is pleased to announce that it has successfully raised equity to the tune of Rs. 230 crore in a funding round led by Morgan Stanley Private Equity Asia. Existing Investor Samara Capital also participated in the round.
 

Press Release

Fund managed by Morgan Stanley PE Asia Invests Rs 152 crore in Manna Foods 

Jan 10, 2018 

A fund managed by Morgan Stanley Private Equity Asia has invested Rs 152 crore in Southern Health Foods, makers of the Manna Foods brand of natural health food products.
 

Press Release

Morgan Stanley Private Equity Asia, Profex and Korres Reach Investment Agreement 

Dec 27, 2017 

Investment funds managed by Morgan Stanley Private Equity Asia (collectively, “MSPEA”), part of Morgan Stanley Investment Management, Profex Inc. (“Profex”), a specialty distributor of dermo-cosmetic products in the People’s Republic of China and Giorgos Korres shareholder of KORRES S.A. NATURAL PRODUCTS (KORRES) announced an investment agreement.
 

Press Release

Morgan Stanley Energy Partners and Durango Midstream Announce Strategic Partnership 

Nov 21, 2017 

Investment funds managed by Morgan Stanley Energy Partners (collectively, “MSEP”), part of Morgan Stanley Investment Management, and Houston, Texas-based Durango Investment Holdings LLC (“Durango Midstream” or the “Company”) announced today a strategic partnership whereby MSEP has made a majority equity investment in Durango Midstream to support the growth of the Company’s midstream businesses in the Midcontinent region of the United States.
 

Press Release

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

Nov 15, 2017 

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

Press Release

Morgan Stanley Investment Management Raises over $275 Million for North Haven Expansion Credit 

Oct 11, 2017 

Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management, announces that it has closed on over $275 million of capital commitments for North Haven Expansion Credit LP and its related funds (collectively, “Expansion Credit” or the “Fund”), exceeding its fundraising target.
 

Press Release

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

Sep 15, 2017 

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

Investment Insight

The EDGE: Autonomous Vehicles 

Aug 31, 2017 

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.
 

Press Release

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

Aug 28, 2017 

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

Investment Insight

Fishing for Stocks in China 

Jun 09, 2017 

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

Press Release

Fisher Container Completes Acquisition of Packaging Products Corporation in Partnership with MSCP 

Jun 04, 2017 

Fisher Container, a portfolio company majority owned by investment funds managed by Morgan Stanley Capital Partners, completes the acquisition of Packaging Products Corporation.
 

Press Release

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

Apr 29, 2017 

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

Investment Insight

The EDGE: Machine Learning 

Apr 28, 2017 

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

Macro Insight

Quality Companies in Today’s Market Environment  

Apr 25, 2017 

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

Macro Insight

Income, the Right Way  

Apr 20, 2017 

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

Press Release

Morgan Stanley Capital Partners Completes Investment in Fisher Container 

Feb 03, 2017 

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

Investment Insight

The EDGE: CRISPR 

Jan 31, 2017 

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

Press Release

MSIM Raises over $1.5 Billion for North Haven Capital Partners VI and Committed Co-investments 

Jan 09, 2017 

Morgan Stanley Capital Partners announces that it has raised over $1.5 billion for North Haven Capital Partners VI and its related funds and committed co-investments.
 

Sustainability Insight

ESG and the Sustainability of Competitive Advantage 

Jan 09, 2017 

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

Press Release

Morgan Stanley Private Equity Completes Investment in 24 Seven 

Oct 05, 2016 

Morgan Stanley Private Equity announces an investment in 24 Seven, Inc., one of North America’s largest creative and digital human capital management firms.
 

Press Release

Morgan Stanley Private Equity Completes Investment in Cadence Education 

Sep 06, 2016 

Morgan Stanley Private Equity announces an investment in Cadence Education, Inc., one of the United States’ leading providers of early childhood education.
 

Press Release

Morgan Stanley Energy Partners and XRI Blue Announce Strategic Partnership 

Aug 23, 2016 

Morgan Stanley Energy Partners ("MSEP") and Midland, TX-based XRI Holdings, LLC (“XRI Blue”), announce a strategic partnership whereby MSEP has made a majority equity investment in XRI Blue.
 

Press Release

Morgan Stanley Global Private Equity Completes Investment in Pathway Partners 

Aug 22, 2016 

Morgan Stanley Capital Partners announces an investment in Pathway Partners Vet Holding LLC, a leading veterinary hospital owner and operator founded by Dr. Jasen Trautwein in Austin, TX and led by CEO Shawn McVey.
 

Press Release

MSIM Raises $3.6 Billion for its Second Global Infrastructure Fund and Assembles a $2.2 Billion Co-investment Club 

Mar 03, 2016 

Morgan Stanley Infrastructure Partners announces that it has raised $3.6 billion for North Haven Infrastructure Partners II (NHIP II).
 

Investment Insight

Chicago Parking Meters' Smart Technology System 

Dec 02, 2015 

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

Investment Insight

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

Dec 02, 2015 

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

Investment Insight

The Creation of Madrileña Red de Gas 

Dec 02, 2015 

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

Press Release

Morgan Stanley Global Private Equity Completes Majority Investment in CoAdvantage 

Oct 08, 2015 

Morgan Stanley Capital Partners announces the completion of a majority investment in CoAdvantage, Inc., one of North America’s largest professional employer organizations (PEOs).
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Southern Star Central Corp 

May 01, 2015 

Morgan Stanley Infrastructure Partners announces that it has agreed to sell Southern Star Central Corp. (Southern Star) to a consortium consisting of affiliates of GE Energy Financial Services and Caisse de dépôt et placement du Québec.
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Madrileña Red de Gas 

Apr 22, 2015 

Morgan Stanley Infrastructure Partners announces the sale of Madrileña Red de Gas ("MRG") to a consortium formed by EDF Invest, Gingko Tree Investment Ltd, and Dutch pension fund manager PGGM.
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Montreal Gateway Terminals 

Mar 06, 2015 

Morgan Stanley Infrastructure Partners announces an agreement to sell Montreal Gateway Terminals to a consortium led by Fiera Axium Infrastructure.
 

Press Release

Morgan Stanley Global Private Equity Completes Sale of EmployBridge  

Feb 10, 2015 

Morgan Stanley Capital Partners announces the completion of the sale of its majority interest in EmployBridge, a leading provider of specialty staffing services, to The Select Family of Staffing Companies, a national provider of workforce management services.
 

Press Release

Morgan Stanley Infrastructure Enters into Partnership with Respect to Strategic US Midstream Asset 

Sep 16, 2014 

Morgan Stanley Infrastructure Partners announces an agreement to acquire in stages co-control ownership of Eureka Hunter Holdings, LLC, a natural gas gathering system situated in the Marcellus and Utica shale basins in the Appalachian region of the United States.
 

Press Release

Morgan Stanley Global Private Equity Completes Sale of Learning Care Group  

May 05, 2014 

Morgan Stanley Global Private Equity today announced it has completed the sale of its majority interest in Learning Care Group (U.S.) Inc.
 

Press Release

Morgan Stanley Global Private Equity Completes the Sale of Zenith 

Mar 06, 2014 

Morgan Stanley Capital Partners announces the completion of the sale of its majority interest in Accelerate Acquisitions Limited, the parent company of Zenith, to HgCapital, a UK-based private equity fund.
 

Press Release

Morgan Stanley Infrastructure Partners Acquires Full Ownership of Southern Star Central Corp. 

Aug 23, 2012 

Morgan Stanley Infrastructure Partners announces an increased ownership stake to 100 percent of the Common Equity of Southern Star Central Corp., parent company of Southern Star Central Gas Pipeline (Southern Star).
 

Press Release

Tianhe Chemicals Group Announces Strategic Partnership with Morgan Stanley Private Equity Asia 

Mar 21, 2012 

Morgan Stanley Private Equity Asia announces the closing of a strategic partnership with Tianhe Chemicals Group, a leading specialty chemicals company in China.
 

Press Release

Morgan Stanley Credit Partners Completes Mezzanine Investment in BarrierSafe Solutions International 

Nov 15, 2011 

Morgan Stanley Credit Partners has provided a $46 million mezzanine loan to help finance the acquisition of BarrierSafe Solutions International (BarrierSafe) by Odyssey Investment Partners.
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Its Interest in SAESA Group 

Nov 08, 2011 

Morgan Stanley Infrastructure Partners announces the sale of its 50 percent interest in SAESA Group, a Chilean electricity distribution, transmission and generation company, to Alberta Investment Management Corporation (AIMCo) of Canada.
 

Press Release

Morgan Stanley Credit Partners Completes Mezzanine Investment in H.D. Vest 

Oct 18, 2011 

Morgan Stanley Credit Partners has provided a $43 million mezzanine loan to help finance the acquisition of H.D. Vest Financial Services by Parthenon Capital Partners and Lovell Minnick Partners.
 

Press Release

Morgan Stanley Private Equity and Sterling Energy Company Announce Strategic Partnership 

Aug 11, 2011 

Morgan Stanley Private Equity and Denver-based Sterling Energy Company announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Sterling Energy.
 

Press Release

Morgan Stanley Private Equity and Trinity CO2 Announce Strategic Partnership 

Sep 15, 2010 

Morgan Stanley Private Equity and the group of Trinity companies (“Trinity”) announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Trinity.
 

Press Release

Morgan Stanley Private Equity To Acquire Majority Stake in Zenith Vehicle Contracts Group Limited 

Aug 13, 2010 

Morgan Stanley Capital Partners announces that is has agreed to acquire a 60 per cent stake in Zenith Vehicle Contracts Group Limited, a provider of vehicle outsourcing and management services to the UK corporate sector, from funds advised by Barclays Private Equity and Zenith management.
 

Press Release

Galp Energia and Morgan Stanley Infrastructure Acquire Certain of Gas Natural’s Gas Distribution Assets and Associated Gas Supply Activities 

Dec 19, 2009 

Galp Energia, SGPS, S.A. and Morgan Stanley Infrastructure Partners announces a definitive agreement to acquire jointly certain of the gas distribution and supply businesses in the region of Madrid from Gas Natural SDG, S.A.
 

Press Release

Morgan Stanley Private Equity and Triana Energy Announce Second Partnership 

Jun 02, 2009 

Morgan Stanley Private Equity and Charleston, WV-based Triana Energy announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Triana Energy.
 

Press Release

Morgan Stanley Private Equity Completes Acquisition of Majority Stake in Learning Care Group, Inc. 

Jun 26, 2008 

Morgan Stanley Capital Partners announces the completion of an agreement to acquire a 60 percent stake in Learning Care Group, the U.S. subsidiary of A.B.C. Learning Centres Limited (“ABC”).
 

Press Release

New Equity Partners for Breitenfeld AG 

Jun 17, 2008 

Morgan Stanley Capital Partners and BAST Investment Group agree to acquire an equity stake in Breitenfeld AG from the majority shareholders of the Austrian specialty steel producer, Fides Privatstiftung and Fortis Privatstiftung.
 

Press Release

Morgan Stanley Private Equity to Acquire Tops Markets 

Oct 11, 2007 

Morgan Stanley Capital Partners announces that it will acquire Tops Markets, LLC (Tops) from Koninklijke Ahold, N.V. (Ahold). Tops operates under the banners of Tops Markets and Martin’s Super Food Stores.
 
 

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