News & Insights

Insight Article

Our Formula for Earnings Resilience 

May 21, 2020 

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

Insight Article

Resilience by Design 

May 21, 2020 

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.
 

Consilient Observer

Myth Busting, Popular Delusions, and the Variant Perception 

May 20, 2020 

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

Market Pulse

Credit Check with Richard Ford  

May 18, 2020 

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

Market Pulse

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

May 18, 2020 

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

Resilience

Resilient Companies Build Resilient Supply Chains 

May 18, 2020 

The pandemic has accelerated supply chain localization/diversification as companies seek to boost their resilience to global shocks say our Emerging Markets Leaders team.
 

Global Fixed Income Bulletin

The Long and Winding Road 

May 15, 2020 

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.
 

Path

Coronavirus: Further downside risk, with Europe likely most exposed 

May 15, 2020 

The GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.
 

PATH

Coronavirus: Further downside risk, with Europe likely most exposed [Audio] 

May 15, 2020 

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

Global Equity Observer

The COVID-19 Accelerator 

May 15, 2020 

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

Slimmon's Market Alert

The Stock Market Looks Forward, So What Does It See Now? 

May 14, 2020 

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.
 

Insight Article

Emerging Markets Debt Outlook: Surviving Outside the Tent 

May 14, 2020 

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

Market Pulse

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

May 13, 2020 

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.
 

Market Pulse

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

May 11, 2020 

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

TALES FROM THE EMERGING WORLD

Why Markets Are Partying Through the Pandemic 

May 07, 2020 

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.
 

Path

Coronavirus: Calm waters for now, but storm clouds on the horizon 

May 07, 2020 

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.
 

Market Pulse

Bank of England Update and U.K. Outlook [Audio] 

May 07, 2020 

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.
 

PATH

Coronavirus: Calm waters for now, but storm clouds on the horizon [Audio] 

May 06, 2020 

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

Market Pulse

Credit Check with Richard Ford  

May 04, 2020 

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

Market Pulse

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

May 04, 2020 

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

Press Release

Morgan Stanley Investment Management’s AIP Private Markets Team Expands $800 Million Impact Investing Platform with Global Climate Impact Fund 

May 04, 2020 

Alternative Investment Partners Private Markets, part of Morgan Stanley Investment Management, today announced it has built upon its $800 million impact investing platform by closing on a fund which will focus on climate solutions. The $110 million fund seeks to address critical climate issues including global warming and pollution, depleting resources and eco diversity.
 

Insight Video

Applied Equity Advisors Investment Process  

May 04, 2020 

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.
 

PATH

Coronavirus: A look at safe havens [Audio] 

May 01, 2020 

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

Sustainable Investing

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

Apr 30, 2020 

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.
 

Path

Coronavirus: A look at safe havens 

Apr 30, 2020 

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.
 

Market Pulse

European Central Bank Update: Flexibility and Fragmentation [Audio] 

Apr 30, 2020 

Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the European Central Bank’s April 30 announcement. Listen now.
 

Market Pulse

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

Apr 29, 2020 

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.
 

Insight Article

Fintech Continues to Disrupt Consumer Lending 

Apr 29, 2020 

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

Slimmon's Market Alert

Market Alert with Andrew Slimmon: Stocks…Yes! Market…No! 

Apr 27, 2020 

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.
 

Market Pulse

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

Apr 27, 2020 

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

PATH

Coronavirus: Monetary and Fiscal Policy - Is the Kitchen Sink Enough? [Audio] 

Apr 24, 2020 

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

Market Pulse

EM Leaders: Looking to Future Growth [Audio] 

Apr 23, 2020 

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

Takeaways & Key Expectations

Commentary for April 2020  

Apr 23, 2020 

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.
 

Market Pulse

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

Apr 23, 2020 

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.
 

Insight Article

Hedge Fund Investing through a Pandemic 

Apr 21, 2020 

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.
 

Market Pulse

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

Apr 20, 2020 

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

Market Pulse

Recent Fed Actions: Implications for the High Yield Market  

Apr 20, 2020 

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.
 

Global Fixed Income Bulletin

The End of the Beginning 

Apr 16, 2020 

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.
 

Market Pulse

Allocating Fixed Income Assets Through the Great Unknown 

Apr 15, 2020 

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.
 

Consilient Observer

Dispersion and Alpha Conversion 

Apr 14, 2020 

An investor’s success requires both skill and opportunity. We look at how investors can express skill and use dispersion to measure the opportunity set.
 

Market Pulse

The “Once in a Lifetime” (European Fixed Income) Opportunities (Fund) 

Apr 14, 2020 

“Once in a lifetime opportunities do not come along that often, and so when they do, it is important to take advantage of them,” says Leon Grenyer, Lead Portfolio Manager of the European Fixed Income Opportunities Fund.
 

Market Pulse

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

Apr 13, 2020 

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

Market Pulse

Fixed Income Market Update 

Apr 09, 2020 

The Global Fixed Income team presented an update on the Fixed Income Market on 9 April 2020.
 

Slimmon's Market Alert

Is the Bear Headed for Hibernation Soon? 

Apr 08, 2020 

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.
 

PATH

Coronavirus: Markets’ excessive optimism 

Apr 08, 2020 

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.
 

TALES FROM THE EMERGING WORLD

The Strange Shape of the Coronavirus Crash 

Apr 07, 2020 

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

Market Pulse

Credit Beat with Joseph Mehlman 

Apr 06, 2020 

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

Market Pulse

Credit Check with Richard Ford  

Apr 06, 2020 

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

Market Pulse

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

Apr 06, 2020 

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

Sustainable Investing

Debunking Six Myths About Climate Investing 

Apr 03, 2020 

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

Press Release

TSG Consumer Partners Acquires Pathway Vet Alliance from Morgan Stanley Capital Partners 

Apr 03, 2020 

TSG Consumer Partners, a leading private equity firm focused exclusively on the branded consumer and retail sectors, today announced that it has acquired a majority stake in Pathway Vet Alliance LLC from investment funds managed by Morgan Stanley Capital Partners. As part of the transaction, Pathway management will continue to lead the Company and retain a significant minority stake. Financial terms of the transaction were not disclosed.
 

Path

Coronavirus: End of Q1 – time to take stock [Audio] 

Apr 02, 2020 

Christian Goldsmith, Portoflio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.
 

Market Pulse

Fixed Income Market Update 

Apr 02, 2020 

The Global Fixed Income team presented an update on the Fixed Income Market on 2 April 2020.
 

Market Pulse

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

Apr 02, 2020 

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.
 

Market Pulse

Active International Allocation - Market Commentary 

Apr 02, 2020 

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.
 

Market Pulse

Rating Agencies Action Summary 

Mar 31, 2020 

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.
 

Insight Article

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

Mar 31, 2020 

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.
 

Market Pulse

The Resilience Afforded by High Quality Companies 

Mar 31, 2020 

The International Equity team shares their views on the potential impact of the pandemic through the lens of the team’s quality focused investment approach. Listen now.
 

Global Equity Observer

In Search of Resilience 

Mar 31, 2020 

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

Engagement Report

2019 Global Stewardship Report 

Mar 31, 2020 

Our 2019 Global Stewardship Report showcases how MSIM is advancing sustainable investing through ESG integration and engagement. The report highlights sustainability engagement case studies on key themes and across investment teams, Firmwide proxy voting statistics and industry collaboration on sustainability initiatives
 

Engagement Report

Engage - Spring 2020 

Mar 30, 2020 

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

Market Pulse

Credit Check with Richard Ford 

Mar 30, 2020 

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

Market Pulse

Market Pulse with Jim Caron 

Mar 30, 2020 

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

Path

Coronavirus: Focus shifts to the US 

Mar 27, 2020 

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.
 

Market Pulse

Fixed Income Market Update 

Mar 27, 2020 

Michael Kushma, Chief Investment Officer of Global Fixed Income, and Richard Class, Head of Product Development for EMEA and European Multi Sector Strategies, Portfolio Manager, presented an update on the Fixed Income Portfolio on 26 March 2020.
 

Slimmon's Market Alert

Market Alert with Andrew Slimmon: Is The Relief Rally Here? 

Mar 26, 2020 

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.
 

Market Pulse

Addressing the Coronavirus Impact: China Equity Portfolio 

Mar 26, 2020 

Despite the economic impact of COVID19, on-shore and off-shore China markets continue to offer exposure to a wide breadth of companies and sectors not readily available elsewhere, in the view of Investment Management’s Global Emerging Markets Equity team.
 

Market Pulse

Addressing the Coronavirus Impact: Emerging Markets Leaders Portfolio 

Mar 26, 2020 

High quality companies in emerging markets are likely to strengthen their dominance after recovery from the COVID-19 crisis gets underway, says Investment Management’s Global Emerging Markets Equity team.
 

Market Pulse

Addressing the Coronavirus Impact: Frontier Markets Portfolio 

Mar 26, 2020 

Leaders in the next decade will likely include frontier markets, such as Vietnam, Egypt and Indonesia, according to Investment Management’s Global Emerging Markets Equity team. Our Frontier strategy remains focused on quality growth companies despite the coronavirus and we believe investments will emerge stronger relative to competitors.
 

Market Pulse

Addressing the Coronavirus Impact: Emerging Markets Equity Portfolio 

Mar 26, 2020 

Even before the corona-induced sell-off, emerging market equities were cheap relative to the US and their own history. After the COVID-19 drawdown, valuations present an extraordinarily attractive entry point, says Investment Management’s Global Emerging Markets Equity team.
 

Market Pulse

High Yield Outlook: Current Risks and Opportunities 

Mar 25, 2020 

Historically, high yield has proven itself to be resilient. It is our view that active managers have the potential to outperform, avoid problematic sectors, and minimize default losses.
 

Insight Article

The Rise of Hedge Fund Co-Investments 

Mar 24, 2020 

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

Market Pulse

Credit Check with Richard Ford 

Mar 24, 2020 

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

Market Pulse

Liquidity vs. Solvency = Fed vs. Fiscal Stimulus 

Mar 23, 2020 

The Fed is taking unprecedented action to help prevent a liquidity crisis from turning into a solvency crisis. Jim Caron explores what's been done so far.
 

Market Pulse

Coronavirus Update: The Outlook for Global Credit 

Mar 23, 2020 

Richard Ford, Head of Credit with the Global Fixed Income Team, discusses the potential impact of the coronavirus on global credit markets.
 

Market Pulse

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

Mar 23, 2020 

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

Path

Five Sectors That Cannot Escape Climate Change 

Mar 23, 2020 

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.
 

Consilient Observer

BIN There, Done That 

Mar 20, 2020 

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.
 

PATH

Coronavirus: At last - initial signs of credible action 

Mar 20, 2020 

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.
 

Slimmon's Market Alert

Flattening the Curve is Flattening the Market. At Least for Now. 

Mar 18, 2020 

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.
 

Market Pulse

High Yield Update: Uncertainty Likely To Continue 

Mar 17, 2020 

The coronavirus spread has continued to play out as many predicted but the market has clearly been disappointed in the policy responses received to date.
 

Global Equity Observer

Financing Climate Change 

Mar 17, 2020 

Banking regulation may force the economy to shift towards a less carbon intensive model more quickly than expected. The International Equity Team discusses.
 

Market Pulse

Global Fiscal Stimulus Scorecard: The Cavalry is Coming, but Slowly & Arguing About Which Horse to Ride. 

Mar 15, 2020 

Monetary policy has been exhausted. Now, we turn toward fiscal stimulus and market support policies. According to Jim Caron, the cavalry is coming, but slowly and arguing which horse to ride.
 

Market Pulse

European Central Bank: Looking for Silver Linings in Disappointment 

Mar 13, 2020 

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.
 

Market Pulse

Energy Market Turmoil: What's Next? 

Mar 11, 2020 

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.
 

Market Pulse

Coronavirus: Positioning Portfolios for a Delayed Recovery 

Mar 11, 2020 

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.
 

Slimmon's Market Alert

How Much More Pain Is There? 

Mar 10, 2020 

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.
 

Tales From the Emerging World

Our Coronavirus Worries Are a Bit Different 

Mar 10, 2020 

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.
 

Insight Article

Living on the Edge 

Mar 09, 2020 

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.
 

Engagement Report

ESG and Sustainable Investing Report 

Mar 06, 2020 

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

Market Pulse

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

Mar 03, 2020 

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?
 

Slimmon's Market Alert

Is the Recession Scare Fully Priced In? 

Mar 02, 2020 

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.
 

Market Pulse

Update on Coronavirus and the Markets 

Mar 02, 2020 

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?
 

Global Multi-Asset Viewpoint

Global Recovery Delayed, But Not Derailed 

Mar 02, 2020 

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

Global Fixed Income Bulletin

It’s All About the Virus 

Feb 29, 2020 

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.
 

Sustainable Investing

Why ESG in Fixed Income Investing? 

Feb 28, 2020 

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

Sustainable Investing

Four Reasons to Incorporate ESG in Sovereign Bond Investing  

Feb 28, 2020 

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

Sustainable Investing

A Systematic Approach to ESG Integration  

Feb 28, 2020 

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

Sustainable Investing

ESG: An Essential Component to Securitized Assets  

Feb 28, 2020 

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

Slimmon's Market Alert

Another Recession Scare? 

Feb 26, 2020 

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.
 

Press Release

cPacket Networks Secures $15 Million Investment from Morgan Stanley Expansion Capital 

Feb 26, 2020 

cPacket Networks, a leading provider of network-aware application and security assurance solutions, announced it has completed a $15 million round of funding by Morgan Stanley Expansion Capital. The investment will be used to accelerate cPacket’s focus on product innovation and deployment of its broad range of high-performance network visibility products for the cloud, data center, and branch offices.
 

Market Pulse

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

Feb 25, 2020 

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

Global Multi-Asset Viewpoint

Inflation Worries Premature 

Feb 24, 2020 

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

Insight Article

Bond Yields Will Rise, But When?  

Feb 21, 2020 

U.S. bond yields have been declining for four decades. Jim Caron explores what could make the the next decade different.
 

2020 Outlook

VIDEO: Not the Usual Suspects 

Feb 20, 2020 

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

Global Fixed Income Bulletin

Just When You Thought It Was Safe to Go Back in the Water... 

Feb 15, 2020 

Although markets grappled with conflicting forces in January – upbeat economic data versus the coronavirus risk – the Morgan Stanley Global Fixed Income Team explain their cautious optimism.
 

Insight Article

Applied Equity Advisors: Feb 2020 - Bullish Capitulation – Real Time 

Feb 14, 2020 

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.
 

Press Release

Funds advised by Apax Partners to acquire Cadence Education from Funds advised by Morgan Stanley Capital Partners 

Feb 12, 2020 

Funds advised by Apax Partners today announced they have reached an agreement to acquire Cadence Education, a leading provider of early childhood education in North America, from investment funds managed by Morgan Stanley Capital Partners (MSCP). The transaction is expected to complete in March 2020. Financial terms of the transaction were not disclosed.
 

Insight Article

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

Feb 12, 2020 

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.
 

Market Pulse

The Coronavirus and Its Impact on the Global Market 

Feb 12, 2020 

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.
 

Sustainable Investing

You Are Not Doing ESG Investing 

Feb 12, 2020 

The frequent appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.
 

2020 Outlook

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

Feb 10, 2020 

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.
 

Press Release

Morgan Stanley Capital Partners Completes Investment in World 50 

Feb 05, 2020 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced recently that they have completed an investment in World 50, Inc., a leading provider of private peer communities. MSCP partnered with the current management, led by CEO David Wilkie, who will remain CEO and continue to drive organic growth and acquisitions during the investment.
 

Slimmon's Market Alert

Time to Panic or Time to Buy? 

Feb 03, 2020 

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.
 

Insight Article

Managed Futures as a Crisis Risk Offset Strategy 

Feb 03, 2020 

Crisis risk offset is a term used to describe a group of strategies that seek to perform well in the event of an equity market collapse. In this paper, the MSIM Managed Futures Team explains why an allocation to such non-correlated strategies has the potential to dampen the impact of equity market volatility and enhance the expected risk-adjusted returns of an investor’s portfolio.
 

Insight Article

Applied Equity Advisors Monthly Commentary - January 2020  

Jan 31, 2020 

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.
 

Insight Article

Opportunities in A-shares 

Jan 31, 2020 

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.
 

Global Equity Observer

The Second Mountain 

Jan 31, 2020 

Today’s environmental and social issues offer businesses ample opportunity to focus on purpose as well as profit.
 

Sustainable Investing

Diving Below the Surface: ESG Integration in Emerging Markets 

Jan 31, 2020 

The Global Emerging Markets Team demonstrate how monitoring progress on ESG issues – through engagement with companies’ management teams – helps them build a more complete picture of the growth opportunities and risks in their portfolio.
 

Insight Video

4Q19 Review/Outlook: Global Fixed Income Opportunities 

Jan 30, 2020 

We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.
 

Press Release

OpsRamp Secures Investment Led by Morgan Stanley Expansion Capital to Fortify Enterprise IT with a Single Platform for Digital Operations Management 

Jan 30, 2020 

OpsRamp, service-centric AIOps platform for hybrid enterprise IT operations, today announced the closing of its latest round of investment led by Morgan Stanley Expansion Capital, and with new investor Hewlett Packard Enterprise (HPE). OpsRamp will use the investment to grow and scale the industry’s first cloud-based platform for discovery, monitoring, and automation of hybrid, multi-cloud, enterprise environments.
 

Press Release

Comar Announces Acquisition of iMARK Molding 

Jan 27, 2020 

Comar, a premier plastic packaging, dispensing, and medical device provider serving the Medical, Pharmaceutical, Consumer Healthcare, Personal and Home Care, Food and Beverage, and other niche market segments is thrilled to announce the acquisition of iMARK Molding, a custom contract manufacturer focused on serving the medical device industry.
 

2020 Outlook

Not the Usual Suspects 

Jan 24, 2020 

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.
 

Global Fixed Income Bulletin

Living the High Life Again…but for How Long? 

Jan 15, 2020 

With a remarkable end to 2019, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2020.
 

Sustainable Investing

Bondholders to Companies: Let's Talk About Climate Change 

Jan 15, 2020 

As the cost of climate change-related natural catastrophes grows, for the first time bondholders are pressing their portfolio companies about risks and other ESG topics.
 

Insight Article

Diverging Markets Demand Discerning Investors 

Jan 14, 2020 

While the global property market will continue to produce a robust flow of investment opportunities in 2020, the dispersion between countries, markets, sectors and asset types will likely require investors to deploy capital more thoughtfully.
 

Market Pulse

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

Jan 12, 2020 

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

Insight Article

Managing Downside Risk with Global Macro Strategies 

Jan 07, 2020 

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.
 

Insight Article

Long-Short Equity Strategies - “Hedging” Your Bets 

Jan 07, 2020 

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.
 

2020 Outlook

Time to View Hedge Funds through a Different Lens 

Jan 02, 2020 

While the outlook for equity and fixed income returns is uninspiring, this is precisely the type of environment in which hedge funds have the potential to perform well. Representing the most unconstrained form of active management, hedge funds are designed to exploit and amplify opportunities in ways that passive and long-only active strategies can’t.
 

Global Equity Observer

Between Scylla and Charybdis  

Dec 31, 2019 

How a quality bias helps investors steer between the twin perils of recession and inflation.
 

Sustainable Investing

Driving Value in Fixed Income Through ESG  

Dec 31, 2019 

Can investors incorporate ESG into their portfolios without giving up yield? The Global Fixed Income Team believes the answer is a resounding yes.
 

Slimmon's Market Alert

Don’t Overreact to an Early January 

Dec 31, 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. Listen to his Market Alert.
 

Press Release

Morgan Stanley Investment Management Raises $5.5 Billion for Its Third Global Infrastructure Fund 

Dec 19, 2019 

Morgan Stanley Infrastructure Partners, the private infrastructure investment team within Morgan Stanley Investment Management, today announced that it has raised $5.5 billion for North Haven Infrastructure Partners III, six months after the fund’s first close on June 19, 2019.
 

Market Pulse

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

Dec 18, 2019 

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.
 

2020 Outlook

2020 Emerging Markets Debt Outlook: Differentiation over Duration 

Dec 18, 2019 

What forces will shape emerging markets fixed income next year? The Global Fixed Income team offers their view on what to expect in 2020.
 

Market Pulse

December FOMC: Connecting the Dots 

Dec 13, 2019 

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.
 

2020 Outlook

2020 Public Infrastructure Outlook 

Dec 09, 2019 

A variety of economic and structural tailwinds helped spur global listed infrastructure’s strong 2019 performance. The Global Listed Real Assets team takes a sector-based approach in examining those trends in 2020.
 

2020 Outlook

Fixed Income Outlook 2020: From Reset to Recovery 

Dec 08, 2019 

In 2019, central banks cut rates aggressively and pushed bond yields lower to avoid a recession ─ one that never actually materialized. We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.
 

Insight Article

Equity Market Commentary - December 2019  

Dec 05, 2019 

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.
 

Insight Article

Alternative Risk Premia: Taking Control of Your Exposures 

Dec 04, 2019 

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

Slimmon's Market Alert

Capitulation is Just Commencing 

Dec 04, 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. Listen to his Market Alert.
 

Insight Article

Alternative Lending: Why Today and Through the Credit Cycle? 

Dec 02, 2019 

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.
 

Sustainable Investing

Single-Use Plastic in the Consumer Staples Sector  

Nov 30, 2019 

The use of plastic packaging has grown exponentially in the last fifty years. We examine how fast-moving consumer goods companies are tackling this critical problem, and its potential impact on operating costs and profits.
 

Global Fixed Income Bulletin

The Song Remains the Same 

Nov 30, 2019 

December’s unequal, even seemingly random, bond market performance reinforces our thesis that there are few themes that investors can latch onto.
 

2020 Outlook

Credit Outlook: A Year of Two Halves - Technical Is Temporary, Quality Is Permanent 

Nov 30, 2019 

2019 was a "goldilocks" year for credit. Will 2020 bring more of the same? The Global Fixed Income team offers their outlook for the year.
 

2020 Outlook

Lower Growth Takes Root in a 4 D World  

Nov 30, 2019 

Our outlook for 2020 isn’t bullish or bearish, just realistic. We see the 4Ds – Depopulation, Declining productivity, Deglobalization and massive Debt – slowing growth worldwide in 2020.
 

Global Equity Observer

The ESG Advantage 

Nov 29, 2019 

Does investing in companies with sound ESG practices mean investing in better companies?
 

Insight Video

Why Invest in Emerging Markets Small Caps? 

Nov 28, 2019 

Why Invest in Emerging Markets Small Caps? With little sell side coverage and so many growing companies, the small cap space offers high information inefficiencies with less volatility at an attractive price. And we believe their time is now.
 

Market Pulse

Top 10 for ‘20 

Nov 27, 2019 

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.
 

Market Pulse

From Mid-Cycle Reset to Cyclical Recovery 

Nov 19, 2019 

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).
 

Global Fixed Income Bulletin

Normalization Continues 

Nov 18, 2019 

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.
 

Sustainable Investing

ESG Investing: Living in a Material World 

Nov 14, 2019 

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 Article

Equity Market Commentary - November 2019  

Nov 14, 2019 

In his latest commentary Andrew Slimmon notes that the S&P 500 has finally broken out of its year-and-a-half trading range, and could end the year near 3200.
 

Slimmon's Market Alert

The S&P 500 Has Broken Out to New Highs, Now What?  

Nov 13, 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. Listen to his Market Alert.
 

Insight Article

The Real Problem with Low Yields 

Nov 07, 2019 

Fixed income plays a special role in managing risk because it tends to be a safer, more liquid and less volatile asset. We still think that is largely true, however, there is a catch. Traditional bond strategies may be less effective in acting as a hedge and also have less appreciation potential than when yields were higher.
 

Global Equity Observer

Exploring Pricing Power 

Oct 31, 2019 

Why is pricing power important? The International Equity Team explains why it is a key attribute of quality compounders.
 

Insight Article

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.
 

Slimmon's 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.
 

Insight Video

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.
 

Engagement Report

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.
 

Insight Video

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.
 

Sustainable Investing

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.
 

Insight Article

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.
 

Insight Video

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.
 

Insight Video

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.
 

Insight Video

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.
 

Global Multi-Asset Viewpoint

Value Stocks - Once In A Decade Opportunity 

Sep 30, 2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value Stocks: Once In A Decade Opportunity.”
 

PATH

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.
 

Insight Article

More room to run in 2020? 

Sep 26, 2019 

Although many investors have become more tentative, they could be overlooking two big factors for 2020—improving earnings and a possible election year surge for the economy.
 

Insight Article

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 Bulletin

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.
 

Insight Article

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.
 

Insight Video

The Power of Compounders with William Lock 

Sep 10, 2019 

William Lock explains why he believes a company’s intangible assets are integral to achieving sustainably high returns.
 

Sustainable Investing

Engage with us 

Sep 10, 2019 

Vladimir Demine invites you to engage with the International Equity Team on its perspectives about ESG in the Global Sustain Magazine.
 

Sustainable Investing

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.
 

Sustainable Investing

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.
 

PATH

VIDEO: Tug-of-War 

Sep 04, 2019 

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

Sustainable Investing

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.
 

Sustainable Investing

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.
 

Insight Video

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.
 

Sustainable Investing

Pay X-Ray 

Sep 02, 2019 

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

Global Multi-Asset 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.”
 

Sustainable Investing

Health Care 

Aug 30, 2019 

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

Sustainable Investing

Knock-On Effects 

Aug 29, 2019 

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

Sustainable Investing

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.
 

PATH

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.
 

Press Release

Alternative Behavior Strategies Receives Funding from Morgan Stanley Expansion Capital 

Aug 19, 2019 

Alternative Behavior Strategies (ABS), a leading provider of services to children with autism spectrum disorders, announced today it has received funding from private equity platform Morgan Stanley Expansion Capital along with Petra Capital Partners, investing in the next stage of ABS’ growth.
 

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.
 

Insight Video

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.
 

Insight Article

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.
 

Press Release

Thailand’s SAFE Fertility Center Receives an Investment from a Morgan Stanley Managed Fund 

Jul 30, 2019 

SAFE Fertility Centre Co., Ltd announced that North Haven Thai Private Equity L.P., a fund managed by Morgan Stanley, has invested an undisclosed amount in the Company for a minority stake.
 

Press Release

Morgan Stanley Expansion Capital Completes Sale of HighQ Solutions Limited 

Jul 29, 2019 

Investment funds managed by Morgan Stanley Expansion Capital announced the sale of their interest in HighQ Solutions Limited, a leading collaboration platform for legal and regulated industries, to Thomson Reuters. HighQ provides secure cloud-based business collaboration, workflow automation and client engagement software to over 400 customers, including more than half of the top 100 global law firms.
 

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.
 

Insight Article

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

HR Outsourcing Provider CoAdvantage to be Acquired by Aquiline Capital Partners from Morgan Stanley Capital Partners 

Jul 24, 2019 

CoAdvantage, one of the nation’s top privately held professional employer organizations (PEO) and a leading national provider of strategic human resource (HR) solutions for small to mid-sized companies, announced today a definitive agreement to be acquired by Aquiline Capital Partners, a private equity firm investing in financial services and technology. CoAdvantage is being acquired from investment funds managed by Morgan Stanley Capital Partners (MSCP), which have owned the company since 2015.
 

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.
 

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.
 

Insight Video

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.
 

PATH

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.
 

PATH

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.
 

Insight Article

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 Bulletin

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.
 

Insight Article

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.
 

Insight Article

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

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.
 

Insight Video

Diversification and Beyond 

Jun 24, 2019 

Andrew Slimmon, head of Applied Equity Advisors, believes there are key elements an advisor should look for when choosing a global fund.
 

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.
 

Insight Article

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.
 

PATH

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.
 

PATH

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.
 

Insight Video

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.
 

Insight Article

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

Tikehau Capital Advisors strengthens its financial resources with an equity raise of at least €300m 

May 20, 2019 

Tikehau Capital Advisors, Tikehau Capital SCA’s main shareholder, today announced that it has secured from institutional partners firm and irrevocable commitments of €195m in new equity as part of a share capital increase of at least €300m.
 

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.
 

Takeaways & Key Expectations

Applied Equity Advisors Commentary - May 2019 

May 15, 2019 

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

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

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."
 

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.
 

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.
 

Sustainable Investing

How to Select Sustainable Compounders 

Apr 03, 2019 

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

Sustainable Investing

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.
 

Sustainable Investing

Being Principled, Without Sacrificing Return 

Mar 27, 2019 

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

Sustainable Investing

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.
 

Sustainable Investing

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.
 

Sustainable Investing

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.
 

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.
 

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.
 

Sustainable Investing

About the Investment Management Sustainability Council 

Jan 14, 2019 

The IM Sustainability 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.
 

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.
 

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 looks at this trend.
 

Sustainable Investing

ESG Scores 

Dec 17, 2018 

ESG Scores: Comparing apples to oranges
 

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.
 

Sustainable Investing

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.
 

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.
 

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.
 

Press Release

EZ Texting Refocuses on Core Brand to Deliver Powerful Mobile Messaging to Businesses 

Dec 04, 2018 

EZ Texting, the leader in mobile marketing for business, announced it is consolidating all its communication brands, including CallFire, under EZ Texting. This move reflects the growing importance of text messaging as a business communications solution and supports the rapid growth of the company's flagship text messaging platform used by small and medium-sized businesses to more effectively reach their customers.
 

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.
 

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

Clinipace Expands Leadership Team, Supports New CHALLENGE ACCEPTED Brand 

Jun 25, 2018 

Clinipace, a global full-service contract research organization (CRO), expands its leadership team and launches a new brand identity to support its future growth as a midsized CRO. To better serve its clients, Clinipace is committed to taking a personal approach that focuses on service supported by top CRO talent and technologies.
 

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

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

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.
 

Sustainable Investing

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.
 

Sustainable Investing

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.
 

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.
 

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.
 

Insight Article

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.
 

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.
 

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.
 

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.
 

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).
 

Insight Video

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.
 

Insight Video

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.
 

Insight Video

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.
 
 

The information presented herein is solely for informational and educational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All information provided has been prepared solely for information purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.  There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market. 

Any views and opinions provided are those of the portfolio management team and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring. The views expressed do not reflect the opinions of all portfolio managers at Morgan Stanley Investment Management or the views of the firm as a whole, and may not be reflected in all the strategies and products that the Firm offers.

Any investments discussed herein are for illustrative purposes only and are provided solely to demonstrate the Team's views and type of analysis used in implementing their investment strategy. There is no guarantee that the investment mentioned will perform well in the future. The statements above reflect the views and opinions of the Team as of the date hereof and not as of any future date, and will not be updated or supplemented.

Diversification does not protect you against a loss in a particular market; however it allows you to spread that risk across various asset classes.  Past performance is no guarantee of future results.

Leveraging Morgan Stanley Resources - Subject to third party confidentiality agreement obligations and information barriers established by Morgan Stanley to manage potential conflicts of interest and applicable allocation policies.

Alternative investments are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are suitable only for long-term investors willing to forego liquidity and put capital at risk for an indefinite period of time. Alternative investments are typically highly illiquid – there is no secondary market for private funds, and there may be restrictions on redemptions or assigning or otherwise transferring investments into private funds. Alternative investment funds often engage in leverage and other speculative practices that may increase volatility and risk of loss. Alternative investments typically have higher fees and expenses than other investment vehicles, and such fees and expenses will lower returns achieved by investors.

In the ordinary course of its business, Morgan Stanley engages in a broad spectrum of activities including, among others, financial advisory services, investment banking, asset management activities and sponsoring and managing private investment funds. In engaging in these activities, the interest of Morgan Stanley may conflict with the interests of clients.

Alternative investment funds are often unregulated, are not subject to the same regulatory requirements as mutual funds, and are not required to provide periodic pricing or valuation information to investors. The investment strategies described in the preceding pages may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability.

No investment should be made without proper consideration of the risks and advice from your tax, accounting, legal or other advisors as you deem appropriate.

Morgan Stanley is a full-service securities firm engaged in a wide range of financial services including, for example, securities trading and brokerage activities, investment banking, research and analysis, financing and financial advisory services. Morgan Stanley Investment Management is the asset management division of Morgan Stanley.

 

 

 

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.


Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.