Insights

 

Featured Insights


 

 
Filter by
+
Checked Icon Unchecked Icon Hover Icon Article
Checked Icon Unchecked Icon Hover Icon audio
Checked Icon Unchecked Icon Hover Icon Media Appearance
Checked Icon Unchecked Icon Hover Icon Video
+
Checked Icon Unchecked Icon Hover Icon Absolute Return
Checked Icon Unchecked Icon Hover Icon Alternatives
Checked Icon Unchecked Icon Hover Icon Emerging Markets Debt
Checked Icon Unchecked Icon Hover Icon Emerging Markets Equity
Checked Icon Unchecked Icon Hover Icon Fixed Income
Checked Icon Unchecked Icon Hover Icon Global Equity
Checked Icon Unchecked Icon Hover Icon Global Listed Real Assets
Checked Icon Unchecked Icon Hover Icon Hedge Funds
Checked Icon Unchecked Icon Hover Icon International Equity
Checked Icon Unchecked Icon Hover Icon International and Global Equity
Checked Icon Unchecked Icon Hover Icon Investment Grade Credit
Checked Icon Unchecked Icon Hover Icon Leveraged Credit
Checked Icon Unchecked Icon Hover Icon Liquidity
Checked Icon Unchecked Icon Hover Icon Multi-Asset
Checked Icon Unchecked Icon Hover Icon Multi-Sector
Checked Icon Unchecked Icon Hover Icon Private Credit
Checked Icon Unchecked Icon Hover Icon Private Equity
Checked Icon Unchecked Icon Hover Icon Securitized
Checked Icon Unchecked Icon Hover Icon US Equity
Checked Icon Unchecked Icon Hover Icon Big Picture
Checked Icon Unchecked Icon Hover Icon Calvert
Checked Icon Unchecked Icon Hover Icon Caron's Corner
Checked Icon Unchecked Icon Hover Icon Consilient Observer
Checked Icon Unchecked Icon Hover Icon Convergence
Checked Icon Unchecked Icon Hover Icon EDGE
Checked Icon Unchecked Icon Hover Icon Engagement Report
Checked Icon Unchecked Icon Hover Icon Global Equity Observer
Checked Icon Unchecked Icon Hover Icon Global Fixed Income Bulletin
Checked Icon Unchecked Icon Hover Icon Global Multi-Asset Viewpoint
Checked Icon Unchecked Icon Hover Icon Slimmon's TAKE
Checked Icon Unchecked Icon Hover Icon Market Alert
Checked Icon Unchecked Icon Hover Icon Takeaways & Key Expectations
Checked Icon Unchecked Icon Hover Icon Tales From the Emerging World
Checked Icon Unchecked Icon Hover Icon The BEAT
Checked Icon Unchecked Icon Hover Icon Alternatives
Checked Icon Unchecked Icon Hover Icon Sustainable Investing
Checked Icon Unchecked Icon Hover Icon AIP Alternative Lending Group
Checked Icon Unchecked Icon Hover Icon AIP Hedge Fund Team
Checked Icon Unchecked Icon Hover Icon Applied Equity Advisors Team
Checked Icon Unchecked Icon Hover Icon Broad Markets Fixed Income Team
Checked Icon Unchecked Icon Hover Icon Calvert Research and Management
Checked Icon Unchecked Icon Hover Icon Counterpoint Global
Checked Icon Unchecked Icon Hover Icon Eaton Vance Equity Global Team
Checked Icon Unchecked Icon Hover Icon Emerging Markets Debt Team
Checked Icon Unchecked Icon Hover Icon Emerging Markets Equity Team
Checked Icon Unchecked Icon Hover Icon Fixed Income Team
Checked Icon Unchecked Icon Hover Icon Floating-Rate Loans Team
Checked Icon Unchecked Icon Hover Icon Global Listed Real Assets Team
Checked Icon Unchecked Icon Hover Icon Global Multi-Asset Team
Checked Icon Unchecked Icon Hover Icon Global Opportunity
Checked Icon Unchecked Icon Hover Icon High Yield Team
Checked Icon Unchecked Icon Hover Icon International Equity Team
Checked Icon Unchecked Icon Hover Icon Managed Futures Team
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Capital Partners
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Private Credit
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Private Equity Secondaries Team
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Private Equity Solutions Team
Checked Icon Unchecked Icon Hover Icon Morgan Stanley Real Estate Investing
Checked Icon Unchecked Icon Hover Icon Mortgage & Securitized Team
Checked Icon Unchecked Icon Hover Icon Municipals Team
Checked Icon Unchecked Icon Hover Icon Portfolio Solutions Group
+
Checked Icon Unchecked Icon Hover Icon Article Reprints
Checked Icon Unchecked Icon Hover Icon Market Insights
Checked Icon Unchecked Icon Hover Icon All
Checked Icon Unchecked Icon Hover Icon Past Month
Checked Icon Unchecked Icon Hover Icon Past Quarter
Checked Icon Unchecked Icon Hover Icon Past Year
global-multi-asset-viewpoint page
Global Multi Asset Thought of the Week  •  09-Dec-2024

Will Trump 2.0 Be as Good for the Markets as Trump 1.0? 

Cyril Moulle-Berteaux
Markets are bullish on Trump’s second term, hoping for tax cuts and better growth. We expect no net stimulus and a decent size hit from tariffs and immigration. This should be bullish for bonds as the Fed continues cutting, but could be a disappointment for frothy stocks.

insight-tile-GMA-Viewpoint
 
takeaways-key-expectations page
Takeaways & Key Expectations  •  05-Dec-2024

Equity Market Commentary - December 2024 

Andrew Slimmon
"In his December TAKE, Senior Portfolio Manager Andrew Slimmon details why he believes the “optimism phase” of the bull market is commencing right on cue and what that holds for 2025."

tile-index-slimmons-take
 
consilient-observer page
Consilient Observer  •  05-Dec-2024

Charts From the Vault: Pictures to Ponder 

Michael Mauboussin, Dan Callahan
We publish some of our favorite charts that have gone unused or overlooked. We place the pictures in five categories: overall valuation, empirical regularities, capital intensity of big energy versus big technology, corporate performance, and investment management. Some challenge conventional wisdom, others address empirical observations that remain unexplained, and a handful compel a nuanced view.

insight-consilience-tile-1x1
 
beat page
Monthly  •  04-Dec-2024

The BEAT - December 2024 

Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

10547727_BEAT-Insight-Tile-1x1
 
carons-corner audio
Caron's Corner  •  04-Dec-2024  •  8:09 Min

The BEAT for December – Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-equity-observer page
Global Equity Observer  •  30-Nov-2024

The long-term case for health care 

Marcus Watson, Helena Miles
After unwinding COVID distortions, the health care sector has significantly underperformed the broader market. Yet it ranks high on our two favoured quality metrics, ROOCE and gross margins, with the second highest EPS growth of any sector in the MSCI World Index over the past 20 years. Its strong long-term outlook is reinforced by a rapidly ageing global population, untapped global market opportunities, the nondiscretionary nature of its demand, and broad technological innovation potential.

insight_the-long-term-case-for-health-care_Tile-1x1
 
page
Investment Insights  •  29-Nov-2024

The Quiet Revolution in Private Markets 

Patrick Reid
Discover, in our latest insight, how semi-liquid funds are broadening access to private markets, while offering unique advantages designed to meet the needs of wealth managers and intermediaries.

insight_the-quiet-revolution-in-private-markets_Tile-1x1
 
page
Insight Article  •  27-Nov-2024

Dispelling Myths About the Costs of Reform 

Emerging Markets Debt Team
Do all tough reforms have a high political cost? Reformist governments in Southern Europe are proving otherwise. By taking important policy decisions early, governments in Cyprus, Italy and Greece are not only seeing stronger growth than their norther peers but rising popular support as well.

insight_dispelling-myths-about-the-costs-of-reform_Tile-1x1
 
carons-corner audio
Caron's Corner  •  25-Nov-2024  •  5:03 Min

Working on a Dream? Low Inflation and Strong Labor Markets 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-fixed-income-bulletin video
Global Fixed Income Bulletin  •  22-Nov-2024

Video: Riding the Rollercoaster 

Broad Markets Fixed Income Team
In his November video bulletin, Chief Investment officer Michael Kushma shares his thoughts on where fixed income markets may be heading now that the US presidential election has passed. Watch to find out why he’s focused on three key themes: Trumponomics 2.0, steepening yield curves and areas of opportunity for fixed income investors.

insight_riding-the-rollercoaster-video_Tile-1x1
Insight thumbnail video icon
 
global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  21-Nov-2024

Riding the Rollercoaster 

Broad Markets Fixed Income Team
The Broad Markets Fixed Income Team explores the implications of the U.S. elections for bond investors.

10433994_GFI-Bulletin_Insight-Tile-1x1
 
page
Media Appearance  •  20-Nov-2024

Jitania Kandhari on Bloomberg Surveillance 

Jitania Kandhari
Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group of Morgan Stanley Investment Management, joined Bloomberg Surveillance to discuss her views on 2025 thematic investing ideas.

10586588 Big Picture Insight-Tile-1x1
 
page
Insight Article  •  18-Nov-2024

IMF Fall Conference Highlights Importance of Country Fundamentals 

Emerging Markets Debt Team
Insights from the IMF's fall conference reveal a nuanced global outlook, underscoring the critical role of country fundamentals in emerging markets. Read our on-the-ground report for the key highlights and analyses.

insight_imf-fall-conference-highlights_Tile-1x1
 
page
Insight Article  •  14-Nov-2024

A New Management Approach for a New Market Regime 

Jim Caron, Ryan Meredith, Laura Biancato
Today’s new interest rate and inflation regime deviates significantly from the past 40 years. As such we believe investment professionals should consider modifying their investment process.

insight_new-management-approach-new-market-regime_Tile-1x1
 
alternatives page
Alternatives  •  13-Nov-2024

Financing the Geothermal Transition 

Adam Ross
Geothermal energy can supply reliable, sustainable, baseload power offering significant potential as an energy source, but commercial deployment has been limited. Our 1GT team co-hosted a roundtable during Climate Week to discuss future pathways.

insight_financing-the-geothermal-transition_Tile-1x1
 
tales-from-the-emerging-world video
Tales From the Emerging World  •  12-Nov-2024

Video: The Industrial Reset in Emerging Markets 

Amy Oldenburg, Jitania Kandhari, Saumya Jain
Emerging markets are buzzing with renewed manufacturing activity after years of sluggishness. This resurgence is fueled by strong government support, improving macroeconomic conditions and new supply chains. Amy Oldenburg, Head of Emerging Markets Equity highlights a recent report by Jitania Kandhari and Saumya Jain explaining the transformational changes that are taking place.

tales-from-the-emerging-world_Tile-1x1
Insight thumbnail video icon
 
carons-corner audio
Caron's Corner  •  11-Nov-2024  •  6:08 Min

Trump 2.0: What’s at Stake and How to Position Portfolios 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
page
Insight Article  •  11-Nov-2024

An Introduction to Alternative Lending 

Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

man on phone
 
takeaways-key-expectations page
Takeaways & Key Expectations  •  07-Nov-2024

Equity Market Commentary - November 2024 

Andrew Slimmon
"In his November TAKE, Senior Portfolio Manager Andrew Slimmon discusses his post-election thoughts on the equity markets and why, he expects potential strength to continue into 2025, albeit more muted."

tile-index-slimmons-take
 
global-multi-asset-viewpoint page
Global Multi Asset Thought of the Week  •  07-Nov-2024

China: Smoke and Mirrors 

Cyril Moulle-Berteaux
Chinese stocks are likely still underowned by local and global investors but their superficially low multiples do not represent a compelling reason to go overweight China until policy measures sufficient to solve its debt deflation problems are implemented.

insight-tile-GMA-Viewpoint
 
page
Insight Article  •  01-Nov-2024

Unintended Consequences: The Economic and Corporate Trade-Offs of Tariffs  

Broad Markets Fixed Income
What are the economic and corporate consequences of higher tariffs? In this insight, our Broad Markets Fixed Income team explores the potential trade-offs and knock-on effects of raising tariff rates.

insight_unintended-consequences_Tile-1x1
 
global-equity-observer page
Global Equity Observer  •  31-Oct-2024

The Case for Consumer Staples 

Nic Sochovsky
Consumer staples are now at a near 25-year low in terms of relative valuation and at their lowest weight in the MSCI World Index this century. Yet the sector has demonstrated resilience despite an exceptionally turbulent four years. With growth driven by recurring revenue from the everyday products they sell, their operating resilience during economic downturns gives staples companies that exhibit agility, innovation and high levels of brand investment a key role in our portfolios.

insight_the-case-for-consumer-staples_Tile-1x1
 
alternatives page
Alternatives  •  30-Oct-2024

Hands-On Operational Improvement Key to Creating Alpha in the Middle Market 

Aaron Sack, Patrick Whitehead
A successful approach to operational value creation has been key to driving successful private equity outcomes over the last decade. It is increasingly important as we adjust to an environment of higher interest rates and inflation, lower levels of financial leverage, and uncertain macroeconomic growth.

insight_hands-on-operational-improvement_Tile-1x1
 
page
Insight Article  •  29-Oct-2024

The Tide Turns for Emerging Markets Debt 

Emerging Markets Debt
Emerging markets debt is currently benefitting from a favorable macro backdrop, attractive real yields and growing investor appetite. Will these tailwinds continue through the remainder of 2024 and what should investors be on watch for? Read the latest views from our Emerging Markets Debt team for insights into these questions and more.

insight_the-tide-turns-for-emerging-markets-debt_Tile-1x1
 
carons-corner audio
Caron's Corner  •  28-Oct-2024  •  6:04 Min

A Tactical De-risking and Fed Cut in November? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
sustainable-investing engagement-report page
Engagement Report  •  25-Oct-2024

Engage Autumn 2024 

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

insight_engage-autumn-2024_Tile-1x1
 
page
Insight Article  •  25-Oct-2024

Encouraging Positive Sustainability Alignment in the Securitized Market 

Gregory Finck, Anuj Gulati, Erin Glenn
The Mortgage & Securitized Team believes that Environmental, Social and Governance (ESG) considerations are an essential component to investing in securitized markets. In this paper, they explain how these considerations are integrated into their investment process.

insight_encouraging-positive-sustainability-alignment-securitized-market_Tile-1x1
 
alternatives page
Alternatives  •  24-Oct-2024

Long Short Equity Strategies: "Hedging" Your Bets 

Eric Stampfel
Amid market uncertainty, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.

9854661-Insight-Tile-1x1
 
global-multi-asset-viewpoint page
Global Multi Asset Thought of the Week  •  22-Oct-2024

The Most Contrarian Outcome - No Landing 

Cyril Moulle-Berteaux
Given a strong consensus for a Soft Landing and lingering Recession fears, No Landing would be the most contrarian scenario for markets. In fact, there are some hints that the dichotomy between strong spending and weak labor markets could resolve in favor of No Landing.

insight-tile-GMA-Viewpoint
 
tales-from-the-emerging-world video
Tales From the Emerging World  •  22-Oct-2024

Video: Hidden Gems 

Amy Oldenburg, Steven Quattry
Amy Oldenburg, Head of Emerging Markets Equity at Morgan Stanley Investment Management, believes savvy investors should take a closer look for hidden gems in emerging and frontier markets.

tales-from-the-emerging-world_Tile-1x1
Insight thumbnail video icon
 
global-fixed-income-bulletin video
Global Fixed Income Bulletin  •  18-Oct-2024

Video: Goldilocks Redux? 

Broad Markets Fixed Income Team
Is market optimism about rates too high? Find out why high volatility potential and tight spreads are making us choosier about bonds.

insight_leon-greyner-Tile-1x1
Insight thumbnail video icon
 
global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  18-Oct-2024

Goldilocks Redux? 

Broad Markets Fixed Income Team
The Broad Markets Fixed Income Team explores the impact of the Fed's Sepember rate cuts for fixed income investors.

10433994_GFI-Bulletin_Insight-Tile-1x1
 
consilient-observer page
Consilient Observer  •  15-Oct-2024

Measuring the Moat: Assessing the Magnitude and Sustainability of Value Creation 

Michael Mauboussin, Dan Callahan
Strategy explains how a firm builds a moat around its business to pursue sustainable value creation. We begin by showing why strategy matters while also distinguishing between industry and company life cycles. We turn next to industry analysis as we get the lay of the land. We then discuss industry structure and disruption and dis-integration. We finish with firm analysis. We examine the sources of added value and review pricing decisions, regulation, and brands. We include a checklist.

insight-consilience-tile-1x1
 
global-equity-observer page
Global Equity Observer  •  15-Oct-2024

Time for some high quality defence? 

Bruno Paulson
While calm has returned following summer’s brief market squall, the sell-off acted as a good test run for our global portfolios, which appeared resilient in the face of these fears, actually rising 1% while the MSCI World fell 7%. With a benign outlook priced in again as though the scare never happened, a portfolio delivering resilient earnings at a reasonable valuation may offer some high quality defence—as it did this summer.

insight_time-for-some-high-quality-insurance_Tile-1x1
 
video
Insight Video  •  14-Oct-2024

Recognized Resilience: A Stock Story 

International Equity Team
One of our holdings has been around since 1892 and is enjoyed 2 billion times a day. With a strong brand, entrenched intangible assets, high returns on operating capital and significant pricing power, it’s exactly what we look for. Learn about our approach to long-term compounders for long-term investors.

insight_recognized-resilience-stock-story-Tile-1x1
Insight thumbnail video icon
 
carons-corner audio
Caron's Corner  •  14-Oct-2024  •  5:18 Min

A Bull in a Candy Shop 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
video
Insight Video  •  14-Oct-2024

Health and Resilience: A Stock Story 

International Equity Team
Our life sciences companies form a crucial part of the health care supply chain. Their products are a fraction of their customers’ cost base, they benefit from the nondiscretionary nature of health care demand and their regulatory framework makes it very difficult for customers to switch suppliers—making them a good example of the resilience we seek.

insight_health-and-resilience-stock-story-1x1
Insight thumbnail video icon
 
video
Insight Video  •  14-Oct-2024

Elevating Resilience: A Stock Story 

International Equity Team
We own a leading elevator company that services over 2 million elevators globally—which typically remain in service for decades. As the installed base of elevators around the world continues to grow steadily, this creates a very reliable profit stream that illustrates our preference for long-term compounders for long-term investors.

insight_elevating-resilience-stock-story-Tile-1x1
Insight thumbnail video icon
 
page
Market Insights  •  11-Oct-2024

Breaking from the herd: What the differing pace of central bank easing could mean for fixed income 

Broad Markets Fixed Income
Central banks are lowering policy rates, but the pace and magnitude varies by market. The Broad Markets Fixed Income team explains what the variable policy paths could mean for fixed income investing ahead.

insight_breaking-from-the-herd-Tile-1x1
 
alternatives page
Alternatives  •  11-Oct-2024

An Introduction to Private Equity Basics 

Morgan Stanley Private Equity Solutions Team
Within the private alternatives universe, private equity is one of the most rapidly growing asset classes. With a range of strategies, private equity investing offers distictive qualitative characteristics that differentiate the asset class.

insight_introduction-to-private-equity-basics_Tile-1x1
 
beat page
Webinar  •  10-Oct-2024

The BEAT Quarterly Webinar – October 2024 

The quarter ahead and top asset allocation ideas from our investment specialists moderated by Thomas Chaussier, Head of Investment Management France.

24Q30273_BEAT Webinar-Tile-1x1
 
page
Insight Article  •  10-Oct-2024

How Higher Yields and Growing Alpha Opportunities May Lift Hedge Funds 

AIP Hedge Fund Team
The MSIM Hedge Fund Team explores the ways in which hedge funds may directly benefit from a higher cash yield environment making them compelling options as sources of returns and diversification.

10468317_Higher-Yields_Insight-Tile-1x1
 
page
Media Appearance  •  10-Oct-2024

Vishal Khanduja on CNBC Squawk Box Asia 

Vishal Khanduja
Vishal Khanduja joined CNBC Squawk Box Asia to discuss his view that the U.S economy is on track for a soft landing and how that impacts his fixed-income strategy.

10520247_Founder_Insight-Tile-1x1
 
market-monitor page
Market Monitor  •  10-Oct-2024

Emerging Markets Debt Monitor – Q3 2024 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

Insight-Tile-1x1-Emerging
 
market-monitor page
Market Monitor  •  10-Oct-2024

Municipal Bond Market Monitor – Q3 2024 

Municipal Bond Group
Overview of the trends and developments in the muni bond markets.

24Q110167_municipal-bond_Tile-1x1
 
market-monitor page
Market Monitor  •  04-Oct-2024

Floating-Rate Loan Market Monitor – Q3 2024 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

Insight-Tile-1x1-Floating
 
carons-corner audio
Caron's Corner  •  03-Oct-2024  •  7:19 Min

The BEAT for October – Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  02-Oct-2024

Malaysia's Newfound Stability 

Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.

insight_malaysia-newfound-stability-Tile-1x1
 
alternatives page
Alternatives  •  26-Sep-2024

Outlook for Direct Lending 

Morgan Stanley Private Credit
Direct lending continues to offer compelling relative value compared to other asset classes and offers attractive diversification alternative to public fixed income. Further, when considered in the context of public markets, direct lending has significant room to grow.

24Q30588_Direct-Lending_Insight-Tile-1x1
 
global-fixed-income-bulletin video
Global Fixed Income Bulletin  •  24-Sep-2024

Video: In Like a Lion, Out Like a Lamb? 

Broad Markets Fixed Income Team
When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.

utkarsh.sharma
Insight thumbnail video icon
 
page
Media Appearance  •  24-Sep-2024

Craig Brandon on CNBC The Exchange 

Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins CNBC The Exchange to discuss how rate cuts will affect municipal bonds, how the election and tax rates could impact municipals, and more.

10520247_Founder_Insight-Tile-1x1
 
video
Media Appearance  •  20-Sep-2024

Lauren Hochfelder on Bloomberg The Close 

Lauren Hochfelder
Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, joined Bloomberg The Close to discuss the megatrends driving investment opportunities in commercial real estate, including the impacts of global supply chain changes, aging demographics and office preferences.

10552780_Lauren-Hochfelder-CNBC-Media-Tile-1x1
Insight thumbnail video icon
 
page
Media Appearance  •  20-Sep-2024

Jitania Kandhari on Bloomberg Surveillance 

Jitania Kandhari
Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group of Morgan Stanley Investment Management, on Bloomberg Surveillance to discuss the equity and fixed income markets. She speaks to the impacts of inflation, how investors should think about the 60/40 allocation and how the dollar view impacts the positioning in international markets.

10586588 Big Picture Insight-Tile-1x1
 
alternatives page
Alternatives  •  20-Sep-2024

Why Invest in Asian Private Equity? India as a Potential Breakout PE/VC Market 

Pamela Fung
With Indian public markets having experienced a strong run-up since 2020, global allocators have been turning to Indian private equity. In this paper, we aim to examine the promising performance potential of Indian private equity.

insight_why-invest-in-asian-private-equity-Tile-1x1
 
alternatives page
Alternatives  •  20-Sep-2024

Private Credit Q&A: Talking sponsored vs. nonsponsored deals with Morgan Stanley’s Ashwin Krishnan 

Ashwin Krishnan
Debtwire caught up with Ashwin Krishnan, co-head of North America private credit and head of opportunistic credit at Morgan Stanley Private Credit, in a conversation debating the merits of sponsored versus non-sponsored deals and formalized partnerships for deal origination.

Bridge and spanning wires
 
page
Insight Article  •  20-Sep-2024

Climate Change is Here… And So Is the Need to Embrace Sustainability in Real Estate 

Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.

10272886_Climate-Change_Insight-Tile-1x1
 
2024-outlooks page
2024 Outlooks  •  19-Sep-2024

2024 Midyear Outlook: Hedge Funds 

Mark van der Zwan, Jarrod Quigley
Our hedge fund team discusses their outlook and the opportunities they are seeing for the remainder of 2024.

2023-outlooks-Insight-Tile-1x1
 
video
Insight Video  •  18-Sep-2024

Look to Emerging Markets When Rates Fall Again (Video) 

Brad Godfrey
Co-head of emerging market debt Brad Godfrey shares the potential diversification, income and return advantages of a growing and powerful asset class.

insights_when-rates-fall-again-bradford-godfrey_Tile-1x1
Insight thumbnail video icon
 
global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  18-Sep-2024

In Like a Lion, Out Like a Lamb? 

Broad Markets Fixed Income Team
Fixed income put in another solid performance in August despite unprecedented volatility in the first two weeks. The Broad Markets Fixed Income Team explores.

10433994_GFI-Bulletin_Insight-Tile-1x1
 
takeaways-key-expectations page
Takeaways & Key Expectations  •  17-Sep-2024

Equity Market Commentary - September 2024 

Andrew Slimmon
"In his September TAKE, Senior Portfolio Manager Andrew Slimmon discusses why, like in previous US Presidential election years, this time of equity market volatility is a period to be a patient and intentional investor, in preparation for a likely strong finish to 2024."

tile-index-slimmons-take
 
carons-corner audio
Caron's Corner  •  16-Sep-2024  •  4:25 Min

Have Glory Days Passed You By? Maybe Not. 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
page
Media Appearance  •  10-Sep-2024

Craig Brandon on Bloomberg Surveillance Radio 

Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins Bloomberg Surveillance Radio to discuss the muni market, its focus on infrastructure, the opportunity in high yield munis right now and how sectors such as commercial real estate may impact the municipal market.

10520247_Founder_Insight-Tile-1x1
 
audio
Insight audio  •  06-Sep-2024  •  33:43 Min

Mark van der Zwan on Resonanz Spotlight: The Evolution of Hedge Fund Investing 

Mark van der Zwan
Mark van der Zwan, Chief Executive Officer for Morgan Stanley Investment Management's Hedge Fund team, appears on Resonanz Spotlight to explore the past, present, and future of hedge fund investing

mark.van.der.zwan
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  05-Sep-2024  •  8:12 Min

The BEAT for September – Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Sep-2024

The Industrial Reset in Emerging Markets 

Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.

insight_emerging-markets-factory-reset_Tile-1x1
 
carons-corner audio
Caron's Corner  •  26-Aug-2024  •  7:56 Min

A Tale of Two Economies: The Best of Times, The Worst of Times 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-equity-observer page
Global Equity Observer  •  26-Aug-2024

Niches: Searching for roads less travelled  

Richard Perrott
While many of the companies we own are large businesses with well established, familiar brands, in our experience, excellent companies and investment opportunities can also be found by looking at players focused on specialised niches — particularly those that play a critical role within a market and enjoy close customer relationships. Undeservedly – but perhaps not surprisingly – these companies often sit outside the market limelight, and can fall between the cracks of sell-side coverage.

insight_niches_Tile-1x1
 
alternatives page
Alternatives  •  23-Aug-2024

All About Alpha: Capturing Returns in Today's Market Environment 

Kara O'Halloran
Discover why the current market is conducive to market-neutral strategies, with the ability to generate alpha on both the long and short sides of portfolios.

insight_all-about-alpha_Tile-1x1
 
page
Insight Article  •  15-Aug-2024

A Compelling Opportunity in REITs 

Laurel Durkay
Given the Fed is expected to start cutting interest rates in 2H24, we believe now is an excellent time to consider an allocation to REITs.

10637934_trough-nav-discount_Tile-1x1
 
global-fixed-income-bulletin video
GLOBAL FIXED INCOME BULLETIN VIDEO  •  15-Aug-2024

Video: Can the Fed Take Home a Gold? 

Broad Markets Fixed Income Team
Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.

24Q30407_albert-giroux-related-tile-1x1
Insight thumbnail video icon
 
global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  12-Aug-2024

Can the Fed Take Home a Gold? 

Broad Markets Fixed Income Team
Despite central bank’s reluctance to pre-commit to policy paths, bond investors’ optimism has increased. The Broad Market Fixed Income Team explores.

10433994_GFI-Bulletin_Insight-Tile-1x1
 
carons-corner audio
Caron's Corner  •  12-Aug-2024  •  7:00 Min

There Is Nothing to Fear, but FEAR Itself! 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
market-alert audio
Market Alert  •  12-Aug-2024  •  7:09 Min

Market Alert with Andrew Slimmon 

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

Audio-Page-Tile
Insight thumbnail audio icon
 
page
Insight Article  •  09-Aug-2024

Alternative Investments: Increased Accessibility for Investors and What Advisors Need to Know 

Frank Famiglietti
With the “democratization” of alternatives, many individual investors now have access to investment strategies that have the potential to improve performance and diversification.

24Q20259 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-Aug-2024

A New Era in South Africa 

Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.

24Q30341_a-new-era-in-south-africa_Insight-Tile-1x1
 
alternatives audio
Media Appearance  •  06-Aug-2024  •  28:05 Min

Jeff Levin & Ashwin Krishnan on InsuranceAUM Podcast 

Jeff Levin, Ashwin Krishnan
Jeff Levin and Ashwin Krishnan discuss private credit, its outlook and where they see opportunities, on InsuranceAUM’s podcast.

PC-CloseUp-Bridge-Related-Article-1x1
Insight thumbnail audio icon
 
alternatives audio
Media Appearance  •  06-Aug-2024  •  36:45 Min

Aaron Sack on InsuranceAUM Podcast 

Aaron Sack
Head of Morgan Stanley Capital Partners, Aaron Sack, discusses how to build a successful middle market buyout strategy, and the role of private equity in market growth.

10520247_Founder_Insight-Tile-1x1
Insight thumbnail audio icon
 
carons-corner audio
Caron's Corner  •  05-Aug-2024  •  5:29 Min

The BEAT for August – Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
global-equity-observer page
Global Equity Observer  •  29-Jul-2024

Nvidious position 

Bruno Paulson, Laura Bottega
The market seems to be dominated by the twin beliefs in the invulnerability of the U.S. economy and the massive impact of GenAI. This is not the easiest environment for an investment philosophy that seeks established winners with resilient earnings in tough times. However, high expectations generally, and increasingly for one company in particular, make us nervous about the market’s prospects. We remain steadfast in following our quality process and focus on absolute, long-term compounding.

24Q30307_geo-nvidious-position_Insight-Tile-1x1
 
carons-corner audio
Caron's Corner  •  29-Jul-2024  •  6:55 Min

Introducing our FEAR Framework: Fed, Employment, Assets and Rates  

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

caronscorner-Insight-Tile-1x1
Insight thumbnail audio icon
 
alternatives page
Alternatives  •  25-Jul-2024

How Multi-Manager Platforms Find Strength in Numbers 

AIP Hedge Fund Team
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?

10223292-multi-manager-platforms-insight-tile-1x1
 
consilient-observer page
Consilient Observer  •  24-Jul-2024

Which One Is It? Equity Issuance and Retirement 

Michael Mauboussin, Dan Callahan
Consilient Research considers the phenomenon of companies that both issue and retire shares around the same time. This behavior may fail the central goal of capital allocation, which is to buy low and sell high. Which one is it?

insight-consilience-tile-1x1
 
global-fixed-income-bulletin video
GLOBAL FIXED INCOME BULLETIN VIDEO  •  23-Jul-2024

Video: Roller Coaster Continues as Elections Generate Volatility 

Broad Markets Fixed Income Team
Co-Head of Broad Markets Fixed Income Vishal Khanduja discusses the probability for a U.S. soft landing, the heightened political uncertainty and how investors should think about positioning for volatility.

24Q30304NTC Video-Insight-Tile-1x1
Insight thumbnail video icon
 
page
Insight Article  •  23-Jul-2024

After Trough NAV Discount Comes Trough NAV 

Laurel Durkay, Simon Robson Brown, Christopher Freemantle
Historically, the trough in European listed real estate NAV discounts has preceded the trough in values and NAVs by around six to nine months. We think this time is no different, and that now we’re at—or very close to—trough NAV for the sector.

10637934_trough-nav-discount_Tile-1x1
 
takeaways-key-expectations page
Takeaways & Key Expectations  •  23-Jul-2024

Equity Market Commentary - July 2024 

Andrew Slimmon
In his July TAKE, Senior Portfolio Manager Andrew Slimmon reiterates the rational behavior of the stock market so far this year given corporate fundamentals and stock performance appear closely aligned. And discusses why, in spite of nearer term volatility, the market could finish the year higher still.

tile-index-slimmons-take
 
market-monitor page
Market Monitor  •  16-Jul-2024

Floating-Rate Loan Market Monitor – Q2 2024 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

Insight-Tile-1x1-Floating
 
market-monitor page
Market Monitor  •  16-Jul-2024

Emerging Markets Debt Monitor – Q2 2024 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

Insight-Tile-1x1-Emerging
 
page
Insight Article  •  16-Jul-2024

Look to securitized markets for alternative sources of yield 

Andrew Szczurowski, Gregory Finck
The impressive performance of corporate credit markets to start the year has prompted many investors to begin seeking out alternative sources of yield and total return in the global fixed income markets.

24Q30225_Securitized-markets_Insight-Tile-1x1