Insights

 
 
Sustainability Insight
ESG track record: A differentiator among companies
 
Christian Goldsmith talks about how companies’ reputations, risk profiles and returns are influenced by their track records in environmental, social and governance (ESG) issues.
MARKET OUTLOOK
2018 Outlook - Is Goldilocks set to continue?
 
Morgan Stanley’s European Equity Team discusses its outlook for the European equity asset class in 2018.
Sustainability Insight
ESG and the Sustainability of Competitive Advantage
 
ESG factors are integral to assessing the quality of a company. A holistic approach to sustainability may help minimize risk events and identify opportunities characterized by competitive advantages.
Investment Insight
Navigating the 2018 Fixed Income Markets
 
Jim Caron reviews how politics, regulation and policy have become more dominant factors in driving asset prices, and how we may need a new way to value assets.
 
 
 
 

Connecting the Dots

The Futility of Asking “Where Is the Market Headed?" 

Jan 11, 2018 

Swanand believes India is one of the few places in the world that is a fertile ground for bottom-up work and has the potential to reward the patient stock picker.
 
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Market Outlook

Outlook: Global Fixed Income Opportunities 

Jan 11, 2018 

Jim Caron provides his outlook for 2018 and offers his insights into how the active management style of the Global Fixed Income Opportunities fund can take advantage of market trends.
 
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Global Fixed Income Bulletin

2018 - A Focus on Alpha 

Jan 09, 2018 

The Global Fixed Income team provides their outlook for global fixed income in 2018 and how a focus on alpha is likely to be a large driving force of performance.
 
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Media Appearance

Jim Caron on CNBC 

Jan 04, 2018 

Jim Caron discusses the difference between tightening and increasing interest rates with CNBC’s Rick Santelli.
 
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Investment Insight

Consider a Systematic Investment to Balance the Emotion in a Portfolio 

Jan 01, 2018 

The field of behavioral finance has shown that emotions and past experience play a role in our investment decisions. Even professional money managers are subject to emotional decision making and subconscious biases. Being aware of this and constructing mitigating safeguards is critical for both professional money management and individual investing. In this paper, Morgan Stanley Investment Management’s Managed Futures Team offers suggestions to help investors reduce emotionalism when investing.
 
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Global Fixed Income Insights

2018 Emerging Markets Debt Outlook 

Dec 18, 2017 

The Emerging Markets Debt Team discusses their outlook for the 2018 and why there is a case for medium-term optimism.
 
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MARKET OUTLOOK

2018 Outlook - Is Goldilocks set to continue? 

Dec 13, 2017 

Morgan Stanley’s European Equity Team discusses its outlook for the European equity asset class in 2018.
 
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Global Fixed Income Bulletin

What Can Derail the Carry Trade? 

Dec 13, 2017 

The Global Fixed Income team discusses how even though markets have run a long way, and future returns are likely to be more modest, the current environment is likely to continue in 2018.
 
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GLOBAL FIXED INCOME INSIGHTS

Navigating the 2018 Fixed Income Markets 

Dec 08, 2017 

Jim Caron reviews how politics, regulation and policy have become more dominant factors in driving asset prices, and how we may need a new way to value assets.
 
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Global Fixed Income Insights

Fed and ECB Meetings: Consensus and 2019 Surprises 

Dec 08, 2017 

Jim Caron discusses the key takeaways from the U.S. Federal Reserve and European Central Bank recent meetings.
 
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Market Outlook

The Markets - A Review 

Nov 30, 2017 

Morgan Stanley’s European Equity Team discusses fiscal policy and inflation trends within the European market landscape.
 
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Macro Insight

GMA View Point - China Cyclical Downturn in 2018 

Nov 30, 2017 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “China Cyclical Downturn in 2018."
 
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Market Outlook

The Third Arrow: Governance 

Nov 30, 2017 

Behind the scenes, Japan’s corporate governance reform has been hitting the mark, leading to higher Return on Equity. Europe’s governance scores have also improved, while the U.S. shows some notable exceptions.
 
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Market Outlook

A Quality Guide to Governance 

Nov 29, 2017 

The International Equity Team explains why capable company management is key, and why they believe good governance is even more important in high-quality companies.
 
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Global Fixed Income Bulletin

Time to Be More Selective 

Nov 06, 2017 

The Global Fixed Income team discusses how it may be time to be more selective in the fixed income markets and how security selection will be important.
 
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Investment Insight

5 Big Disruptive Trends Investors Should Watch 

Nov 03, 2017 

Interested in the long-term investment opportunities that might arise from disruption? Watch these emerging trends in the coming decade, says the MSIM Growth Team.
 
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Investment Insight

GMA View Point - Canada’s Housing Becoming a Drag on the Economy 

Oct 31, 2017 

"MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Canada’s Housing Becoming a Drag on the Economy”.
 
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GLOBAL EQUITY OBSERVER

Signs of Life in Tokyo? 

Oct 30, 2017 

With recovery in Japan underway, the International Equity Team asks whether the Japanese government’s efforts to bring about change offers investors high-quality opportunities today.
 
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Market Outlook

Calm Before the Storm 

Oct 23, 2017 

A number of storm fronts are forming off the coast of what is otherwise a sunny economic environment, from rising rates to debt and politics. Investors need to have a plan for taking shelter.
 
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Sustainability Insight

Our Approach on Environmental, Social, and Governance Factors 

Oct 04, 2017 

MSIM appreciates that ESG factors can impact long-term performance. With strong support from our Corporate Governance team, our managers incorporate a deep understanding of ESG into their analysis.
 
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Market Outlook

Emerging Markets: The Future Is Small 

Oct 02, 2017 

The Global Emerging Markets Team discusses emerging markets (EM) and the strategic advantages of investing in EM small caps; where it fits in a global allocation and the potential of dedicated managers to generate higher excess returns.
 
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Investment Insight

GMA View Point - The Fed’s Shifting Reaction Function 

Sep 30, 2017 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “The Fed’s Shifting Reaction Function.”
 
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Market Outlook

Applied Equity Advisors Monthly Commentary 

Sep 30, 2017 

Andrew Slimmon from the Applied Equity Advisor’s Team discusses his thoughts and views in the latest commentary for September 2017
 
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Global Equity Observer

Look Left, Look Right, Look Left Again - Avoiding Being Hit by Political Risk 

Sep 30, 2017 

In focusing on right-wing populism, are markets failing to notice the threat posed by the left? The International Equity Team explains their increased vigilance given political uncertainty.
 
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Global Fixed Income Insights

Convertibles Outlook-Time To Buy Volatility Cheap? 

Sep 27, 2017 

The Global Fixed Income Team discusses current market volatility and how it may be time to consider buying volatility cheap through convertible bonds.
 
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Macro Insight

The Power of Compounders with William Lock 

Sep 27, 2017 

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

It’s a MAD World 

Sep 22, 2017 

Despite the relative quiet in recent weeks, we expect the standoff between the U.S. and North Korea to escalate before it is resolved, and think it is prudent to put in defensive positions and reduce exposures to volatility and higher-risk areas.
 
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Media Appearance

Jim Caron on Bloomberg 

Sep 21, 2017 

Jim Caron discusses the Federal Reserve's recent statement.
 
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Global Fixed Income Insights

NAFTA Exit, Who Really Gets Hurt? 

Sep 14, 2017 

The Emerging Markets Debt team discusses their analysis of who really gets hurt if the U.S. exits the North American Free Trade Agreement (NAFTA).
 
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Investment Insight

GMA View Point - Reports of Inflation’s Death Have Been Greatly Exaggerated 

Aug 31, 2017 

MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Reports of Inflation’s Death Have Been Greatly Exaggerated”.
 
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Market Outlook

Taking Stock 

Aug 31, 2017 

Playing the yin and yang of the risk-off/risk-on trade no longer seems to work. The International Equity Team explains why short-term price volatility may offer potential long-term opportunities.
 
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Connecting the Dots

What No One Told You About Passive Investing 

Aug 31, 2017 

Swanand and Amay explain why investing money in index-tracking ETFs may make one “penny wise and pound foolish".
 
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Investment Insight

The EDGE: Autonomous Vehicles 

Aug 31, 2017 

The Growth Team 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 conception of personal transportation.
 
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Macro Insight

I Feel Like Somebody's Watching Me 

Aug 17, 2017 

Data privacy and security, within the Social pillar of ESG concerns, can translate into tangible value as the fast-evolving cyber-environment disrupts industries and creates opportunities worldwide.
 
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Governance Factors 

Aug 11, 2017 

Andrew Harmstone and Christian Goldsmith talk about how evaluating companies in terms of governance can help identify risks.
 
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Macro Insight

Environmental Factors 

Aug 01, 2017 

An entire industry’s demise was attributable to breaches of environmental standards, says Andrew Harmstone.
 
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Macro Insight

The Markets – A Review 

Jul 31, 2017 

The European Equity Team discusses its outlook for the asset class in July.
 
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Macro Insight

A Midsummer Night's Illusion 

Jul 31, 2017 

This summer, investors briefly fell in love with the bond market, enchanted by a misunderstanding of the relationship between growth, inflation, productivity and wage growth.
 
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Announcement

Sustainable Investing Council 

Jul 18, 2017 

Morgan Stanley Investment Management, in partnership with the Morgan Stanley Institute for Sustainable Investing, today announced an important milestone in its ongoing commitment to sustainable investing with the launch of the Investment Management Sustainable Investing Council.
 
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Sustainability Insight

ESG (Environmental, Social and Governance) track record: A differentiator among companies  

Jul 17, 2017 

Christian Goldsmith talks about how companies’ reputations, risk profiles and returns are influenced by their track records in environmental, social and governance (ESG) issues.
 
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Sustainability Insight

Incorporating ESG factors into the GBaR process 

Jul 10, 2017 

Andrew Harmstone and Christian Goldsmith discuss why ESG factors now play a prominent role in their investment process.
 
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Market Outlook

Amazonians at the gate? 

Jun 30, 2017 

The International Equity Team discusses how the move of a well-known online retailer into grocery may impact Staples companies and the importance of investing in those companies considered to be less vulnerable to disruption.
 
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Macro Insight

Opportunities and Risks 

Jun 23, 2017 

Andrew Harmstone shares his views on key opportunities and risks across equities, bonds, emerging markets and oil-producing nations.
 
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Macro Insight

Political Risks: A Tale of Two Cities 

Jun 15, 2017 

Comparing presidential turmoil in the U.S. and Brazil, we find political risks can trigger extreme short-term volatility. Whether this is an opportunity or a risk depends on the health of the economy.
 
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Global Fixed Income Bulletin

Where Has the Volatility Gone 

Jun 15, 2017 

The team discusses its outlook for third-quarter 2017 and how politics continue to be a distraction rather than a problem.
 
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Macro Insight

Japan: Major exporter to large economies 

Jun 12, 2017 

The world’s third largest economy is fundamentally dependent on the world’s two largest – U.S. and China. Oil prices play a role, too.
 
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Investment Insight

Fishing for Stocks in China 

Jun 09, 2017 

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

Point of View: The Volatility Politic 

Jun 07, 2017 

Jim Caron discusses his point of view on the volatility politic and why it is important to trade the noise, but invest with the fundamentals.
 
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Macro Insight

Consider High Yield, Emerging Market Debt 

Jun 02, 2017 

Where can investors find yields that keep pace with inflation? Andrew Harmstone has some specific suggestions.
 
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Macro Insight

Emerging Markets: Benefiting from Global Growth 

Jun 01, 2017 

Prospects for emerging markets vary, says Andrew Harmstone. Considerations include their reliance on manufacturing vs. raw materials and, importantly, whether or not they are tied to the U.S. dollar.
 
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Market Outlook

Information Technology: Winners and Losers 

May 31, 2017 

Morgan Stanley’s International Equity team discusses potential winners and losers within Information Technology, and why Software and Services is an interesting source of high-quality compounders.
 
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Macro Insight

Weaning the Global Economy Off Stimulus 

May 19, 2017 

The era of quantitative easing (QE) – the life support offered by central banks since 2008 – may soon come to an end.
 
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Global Fixed Income Bulletin

Moving Past the French Election 

May 10, 2017 

The team discusses the recent French elections as well as proposed tax plan and regulatory changes in the U.S.
 
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Investment Insight

An Overview of the Global Securitized Markets 

May 02, 2017 

Recent market events have presented a unique opportunity in our opinion to invest in the global securitized market, which offers attractive carry, relatively low interest rate sensitivity and historically low correlation to other asset classes.
 
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Market Outlook

The Value of Predictability 

Apr 30, 2017 

Consumer Staples has always been a core part of the team’s portfolios, but life has become more complex in Staples-land. The International Equity Team explains why predictability has value in this uncertain world.
 
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Investment Insight

The EDGE: Machine Learning 

Apr 28, 2017 

The Growth Team examines machine learning, a new way to train computer systems to generate useful insights from data sets and apply those insights to new situations. This form of artificial intelligence has the potential to breed new industries and create efficiencies in existing ones.
 
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Macro Insight

Quality Companies in Today’s Market Environment  

Apr 25, 2017 

Bruno Paulson explains why consumer staples performance is more about earnings than interest rates.
 
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Opportunities for High Yield in a Rising-Rate Environment 

Mar 31, 2017 

In this video, Richard Lindquist discusses why he believes high yield bonds remain one of the most appealing investment options available in fixed income, particularly in the current rising interest rate environment.
 
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Investment Insight

The Potential Advantages of High-Yield Middle Market Investing 

Mar 30, 2017 

In this video, Richard Lindquist highlights the potential competitive advantages middle-market issuers may offer investors over larger issuers within the high yield fixed income market.
 
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Macro Insight

Why Company Visits are Essential in Emerging Markets  

Mar 23, 2017 

Ashutosh Sinha discusses the importance of the investment team’s visits to EM companies and understanding changing consumer behavior.
 
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Macro Insight

Buy Local: Why Domestic Companies Offer the Best Opportunities in Emerging Markets  

Mar 23, 2017 

Ashutosh Sinha discusses how the investment team seeks pockets of growth amidst the changing landscape of emerging markets.
 
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Macro Insight

The Case for Global Listed Infrastructure Securities  

Mar 19, 2017 

Matt King, Portfolio Manager, Global Listed Real Assets, shares his investment proposition for global listed infrastructure securities.
 
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Investment Insight

Infrastructure Investing and the Shifting Macro Environment 

Mar 06, 2017 

As the start of 2017, the Global Listed Real Assets team took this opportunity to explore the impact of the evolving geopolitical landscape on infrastructure in the U.S., particularly given the outcome of the U.S. presidential election and the uncertainty inherent in a transition of power.
 
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Investment Insight

The Case for Middle Market High-Yield Investing 

Feb 28, 2017 

With the risk of potential rate hikes, investors are searching for the best place to be in the bond market. In this paper, Richard Lindquist highlights his belief that the answer is high yield, now more than ever.
 
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Investment Insight

Understanding the “Known Unknowns” 

Feb 09, 2017 

The team discusses U.S. policy, potential fiscal reform and their impact on global markets.
 
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Manager Q & A

Buffetting Global Equity: taking Quality to the next level 

Jan 31, 2017 

William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long standing, successful global investment strategy.
 
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Sustainability Insight

ESG and the Sustainability of Competitive Advantage 

Jan 09, 2017 

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

 

Investment Insight

Quality Traits 

Jun 30, 2016 

High quality companies have the ability, and habit, of generating high and consistent returns on operating capital, which leads to strong free cash flow and the ability to compound over the long term.
 
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Investment Insight

Chicago Parking Meters' Smart Technology System 

Dec 02, 2015 

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

The Creation of Madrileña Red de Gas 

Dec 02, 2015 

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

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

Dec 02, 2015 

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