Market Pulse
21-Aug-2019
It is time for the Fed to get proactive. Jim Caron from the Global Fixed Income team shares his views.
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Global Fixed Income Bulletin
19-Aug-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.
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Media Appearance
13-Aug-2019
Brian Weinstein joined Bloomberg Surveillance to discuss how politics around the world are impacting markets.
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Media Appearance
13-Aug-2019
Michael Kushma joined Bloomberg "The Open" to discuss fears of a global recession.
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07-Aug-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.
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Macro Insight
05-Aug-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.
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Market Pulse
01-Aug-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.
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Macro Insight
26-Jul-2019
MSCI’s inclusion of China A-shares into global indices will undoubtedly boost investor focus. The Global Emerging Markets Team discusses opportunities in this vast and largely uncharted portion of China’s complex markets.
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Macro Insight
25-Jul-2019
Should you be considering markets outside of the U.S.? Our professionals review the opportunities and challenges of international diversification.
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Market Pulse
25-Jul-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.
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Press Release
23-Jul-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.
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Global Equity Observer
19-Jul-2019
Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.
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Market Outlook
19-Jul-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.
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Macro Insight
18-Jul-2019
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
18-Jul-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.
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Global Fixed Income Bulletin
17-Jul-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.
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Market Outlook
16-Jul-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.
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Global Fixed Income Insights
12-Jul-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.
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Market Pulse
11-Jul-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.
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Market Outlook
09-Jul-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.
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Press Release
08-Jul-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.
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Connecting the Dots
01-Jul-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.
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Market Pulse
01-Jul-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.
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Global Multi-Asset Viewpoint
30-Jun-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 ".
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Global Equity Observer
25-Jun-2019
Journey into the unknown: the International Equity Team talks politics, profits and pricing power.
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Global Fixed Income Bulletin
25-Jun-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.
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Market Pulse
24-Jun-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.
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Press Release
18-Jun-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.
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Market Pulse
18-Jun-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.
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Press Release
17-Jun-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.
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Press Release
11-Jun-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.
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Press Release
04-Jun-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.
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Market Outlook
04-Jun-2019
A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
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Market Outlook
03-Jun-2019
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.
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31-May-2019
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Market Pulse
31-May-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.
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Macro Insight
31-May-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.
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Media Appearance
30-May-2019
In the report published by Clear Path Analysis, MSIM’s International Equity Team and Global Fixed Income Team shared their views on ESG Investing and how it is moving from a marginal approach to a mainstream strategy.
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Market Outlook
30-May-2019
Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.
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Macro Insight
23-May-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.
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Press Release
17-May-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.
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Global Equity Observer
17-May-2019
With shadow banking subdued, the International Equity Team considers the risks involved in the new Chinese corporate debt.
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Global Fixed Income Bulletin
16-May-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.
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Market Outlook
15-May-2019
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.
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Investment Insight
15-May-2019
In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.
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Sustainability Insight
10-May-2019
The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.
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Investment Insight
10-May-2019
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
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Market Pulse
06-May-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
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Market Pulse
02-May-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.
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Market Outlook
30-Apr-2019
Global central banks look to extend the economic cycle not end it. Jim Caron reviews the first quarter and shares his outlook for the rest of 2019.
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Global Multi-Asset Viewpoint
30-Apr-2019
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value in the Eurozone."
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Macro Insight
29-Apr-2019
Effective risk management means understanding the critical difference between “risk” events and “uncertain” events. We explore the issue, and possible solutions, in our latest outlook, A Tale of Risk.
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Investment Focus
29-Apr-2019
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
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Market Outlook
29-Apr-2019
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Press Release
24-Apr-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.
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Global Fixed Income Bulletin
17-Apr-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.
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Sustainability Insight
17-Apr-2019
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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Sustainability Insight
16-Apr-2019
The International Equity Team’s discusses its latest offering, Global Sustain, and why understanding ESG factors is essential for successful compounding.
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Global Equity Observer
12-Apr-2019
The International Equity Team asks: is it time to deploy a late-cycle buffer?
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Macro Insight
12-Apr-2019
Ric Ford, Head of Global Credit, shares his views on how reversing negative factors are creating a positive outlook for Europe and European credit.
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Press Release
11-Apr-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.
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Sustainability Insight
04-Apr-2019
Vishal Gupta explains how ESG is integrated into the Emerging Markets Leaders investment process.
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Sustainability Insight
03-Apr-2019
Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.
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Global Multi-Asset Viewpoint
31-Mar-2019
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Cyclical Assets Have Room to Outperform as Global Growth Recovers"
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Sustainability Insight
27-Mar-2019
Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.
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Sustainability Insight
27-Mar-2019
Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.
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Sustainability Insight
27-Mar-2019
William Lock explains why there is no need for compromise between returns and principles.
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Sustainability Insight
27-Mar-2019
Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
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Sustainability Insight
27-Mar-2019
Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.
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Global Fixed Income Insights
27-Mar-2019
The increasingly popular narrative of modern monetary theory is causing people to question the Fed's monetary policy. Jim Caron discusses how applying this theory may have long-term economic risks.
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Global Fixed Income Bulletin
20-Mar-2019
Central banks becoming more dovish, U.S.-China relations and Brexit have left uncertainty hanging over the markets. Where will we go from here? The Global Fixed Income team shares their views.
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Market Outlook
19-Mar-2019
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
19-Mar-2019
Major infrastructure programmes might be the key to reducing the risk of global recession and getting the economy “on the road again.”
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Market Outlook
19-Mar-2019
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
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GLOBAL EQUITY OBSERVER
13-Mar-2019
Find out why company management getting “strategic” is a red flag for the International Equity Team.
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Media Appearance
11-Mar-2019
Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.
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Sustainability Insight
07-Mar-2019
The Global Opportunity Team shares its new annual report on ESG engagement activity.
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Global Multi-Asset Viewpoint
28-Feb-2019
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Australia Housing Bubble Starting to Deflate "
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Market Outlook
28-Feb-2019
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
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Market Outlook
25-Feb-2019
2019 is all about the earnings. Bruno Paulson discusses 2018 and why Global Brands’ defensive characteristics will continue to be needed this year.
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Macro Insight
25-Feb-2019
The Global Fixed Income Team shares their views on why euro fixed income portfolios may be best handled by one overall portfolio manager.
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Macro Insight
21-Feb-2019
In late 2018, the GBaR team’s defensive positioning helped protect portfolios from falling equity markets. A common question from clients as the team entered 2019 was ‘what would make you more positive on equities?’ Watch Christian Goldsmith, Portfolio Specialist of the GBaR team’s latest market update video to explain.
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Investment Focus
21-Feb-2019
The latest paper from MSIM’s Real Assets Research & Investing team explores the current and emerging trends in the U.S. industrial real estate sector
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Global Fixed Income Bulletin
20-Feb-2019
2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.
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Investment Focus
20-Feb-2019
What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.
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Global Equity Observer
20-Feb-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.
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Market Outlook
19-Feb-2019
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
19-Feb-2019
Climate change is pushing us to reach political, social and economic “tipping points.” The MSIM GBaR team examines the implications for investors.
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Global Multi-Asset Viewpoint
31-Jan-2019
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".
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Press Release
25-Jan-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.
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Market Outlook
23-Jan-2019
Jim Caron reviews the fourth quarter of 2018 and shares his outlook on how cash may be dethroned as king in 2019.
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Investment Insight
22-Jan-2019
While alternative risk premia have existed for some time—and have long been used by hedge funds—they have only recently begun to be evaluated by a broad swath of investors. Given the growth of investor interest in this space, we thought it timely to share our insights on what constitutes effective due diligence.
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Global Fixed Income Bulletin
22-Jan-2019
With a turbulent end to 2018, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2019.
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Global Equity Observer
15-Jan-2019
Could falling earnings and a liquidity squeeze prove toxic to asset prices? Where to hide? Asks Morgan Stanley’s International Equity Team.
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Connecting the Dots
15-Jan-2019
In this article, Swanand Kelkar looks back at the tumultuous events of 2018 and reflects upon the lessons he learned as an investor.
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Sustainability Council
14-Jan-2019
The IM Sustainable Investing Council drives IM’s global effort by promoting an overall framework for integrating ESG and ESG standards into IM’s investment processes, product development, measurement, education, client engagement and reporting.
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Sustainability Insight
07-Jan-2019
Can you incorporate ESG investing into a fixed income portfolio without giving up yield? The Global Fixed Income Team shares why they believe the answer is a resounding yes.
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Market Outlook
31-Dec-2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary
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Macro Insight
31-Dec-2018
India's economy is showing green shoots of recovery following the ambitious reforms of 2016-2017. We discuss why we believe this could be an opportune time to position in India.
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Global Multi-Asset Viewpoint
31-Dec-2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Key Investment Themes Into 2019"
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Global Fixed Income Insights
28-Dec-2018
Trying to figure out which asset class could become a break-out performer in 2019? The Convertible Bond Team discusses how convertible bonds can be a valuable portfolio diversification tool, amid higher rates and volatility next year.
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Investment Insight
24-Dec-2018
The Real Assets Research & Investing Team examines what real estate investors may expect in 2019.
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Press Release
20-Dec-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.
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Market Outlook
20-Dec-2018
As we look ahead to the new year, the key question for liquidity investors is what is the Federal Reserve’s neutral rate. This inferred rate will likely determine the path of interest rates in 2019 and beyond, as the Fed shifts their policy towards managing around neutral.
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Investment Insight
18-Dec-2018
Robots are disrupting several markets as improvements in sensors, software and grippers open a new era in robotics. MSIM’s Counterpoint Global team looks at this trend.
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GLOBAL EQUITY OBSERVER
17-Dec-2018
A fast-paced hare may seem the more enticing investment, but if your goals are long-term, then the tortoise is a better fit. Bruno Paulson talks compounders.
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Global Fixed Income Insights
17-Dec-2018
2018 was a challenging year for emerging markets, but the market may be setting up the asset class for a rebound in 2019. The Emerging Markets Debt Team discusses.
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Global Fixed Income Insights
17-Dec-2018
Strong consumer credit conditions are painting a positive outlook for securitized assets in the year ahead. The Securitized Asset Team discusses
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Sustainability Insight
17-Dec-2018
Scoring funds on ESG criteria is common, but is it useful? Bruno Paulson shares his view.
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Market Outlook
17-Dec-2018
Morgan Stanley’s European Equity Team discusses whether there are reasons for optimism for investing in Europe in 2019.
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Sustainability Insight
14-Dec-2018
The higher the quality of a company, the more important its governance, says William Lock of Morgan Stanley.
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Global Fixed Income Bulletin
14-Dec-2018
As the weather has cooled, so have the markets. The Global Fixed Income Team shares their outlook for investment opportunities in 2019.
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Press Release
13-Dec-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.
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Sustainability Insight
13-Dec-2018
Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.
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Macro Insight
13-Dec-2018
What is in store for emerging markets after the mania for tech passes? The Global Emerging Markets Team shares their perspective.
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Press Release
12-Dec-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.
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2019 Outlook
12-Dec-2018
Counterproductive government policies across markets have weakened the global economy. Many started with sound intentions, some outlived their usefulness and all were exacerbated by the trade war.
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Press Release
11-Dec-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.
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Global Fixed Income Insights
10-Dec-2018
Will it be a soft, bumpy or hard landing from the highs of 2018? We believe the answer lies with four market challenges: caffeine, credit, china and chameleons.
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Investment Insight
09-Dec-2018
As quantitative easing ends, investors should prepare themselves for higher volatility. We believe hedge funds are well positioned to exploit opportunities in a way that other managers simply can’t.
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Investment Focus
03-Dec-2018
In their latest paper, the Real Assets Research and Investing team investigate the impact of coworking on the office sector
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Global Multi-Asset Viewpoint
30-Nov-2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Case for Higher Gold Prices ”
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Press Release
27-Nov-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.
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Market Outlook
27-Nov-2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the November 2018 Monthly Commentary
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GLOBAL EQUITY OBSERVER
15-Nov-2018
(Trade) War – what is it good for? The International Equity Team evaluates.
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Global Fixed Income Bulletin
12-Nov-2018
October lived up to its infamous reputation for market volatility. What can we expect for the months ahead? The Global Fixed Income Team shares their views.
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Press Release
08-Nov-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.
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Press Release
08-Nov-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.
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Press Release
05-Nov-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.
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Press Release
05-Nov-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.
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Market Pulse
05-Nov-2018
Many are consumed with calling the next recession, but is stronger growth here to stay? Jim Caron discusses.
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Press Release
01-Nov-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.
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Market Outlook
30-Oct-2018
Andrew Slimmon discusses the connection between euphoria, investor psychology and secular bull market cycles.
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Investment Insight
26-Oct-2018
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.
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Market Outlook
18-Oct-2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the October 2018 Monthly Commentary.
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Global Equity Observer
18-Oct-2018
The International Equity Team explains why an ESG focus is essential for long-term compounding.
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Market Outlook
17-Oct-2018
Jim Caron provides his review of the third quarter of 2018 and his outlook on market opportunities.
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Press Release
12-Oct-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.
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Sustainability Insight
12-Oct-2018
The inaugural edition of Engage, the International Equity Team’s new semi-annual update on their ESG engagement activity.
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Press Release
11-Oct-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.
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Market Pulse
11-Oct-2018
Jim Caron discusses the recent market volatility and how there is a mathematical explanation.
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Global Fixed Income Bulletin
10-Oct-2018
The Global Fixed Income team discusses if too much recent U.S. growth is still good for the global economy.
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Investment Insight
08-Oct-2018
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.
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Macro Insight
04-Oct-2018
Since late spring, there has been a sharp divergence in performance between the U.S. and the rest of the world, with investors flocking into the U.S. market. We expect this spike to fully correct eventually and the recent volatility has provided signs of this, though there may be further to go.
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Macro Insight
04-Oct-2018
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
30-Sep-2018
As with any scarce resource, human capital needs to be protected and nurtured. We discuss global trends and how engaging employees, offering flexible work arrangements, providing training and promoting diversity, can attract talent and increase companies’ competitiveness.
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Global Multi-Asset Viewpoint
25-Sep-2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “EM FX Crisis Playbook”
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Global Fixed Income Insights
20-Sep-2018
Richard Lindquist, Head of Global High Yield, discusses how in a world of rising interest rates, he believes middle market high-yield may be the best place to be in the bond market.
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Global Fixed Income Insights
19-Sep-2018
Jim Caron analyses economic cycle indicators and concludes we are closer to the mid-point of the cycle rather than the late point.
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Global Fixed Income Bulletin
17-Sep-2018
The Global Fixed Income team discusses if the stresses which affected the markets in August were predominantly idiosyncratic or if there are more sinister systemic issues at work.
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Global Equity Observer
17-Sep-2018
In response to the latest emerging markets wobble, the International Equity Team argues that a focus on the fundamentals is the best way to avoid the destruction of capital.
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Media Appearance
13-Sep-2018
Jim Caron appeared on CNBC to discuss the recent European Central Bank meeting and his outlook for the Fed.
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Market Outlook
11-Sep-2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the September 2018 Monthly Commentary.
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Macro Insight
07-Sep-2018
We’re undergoing a seismic shift in fixed income and portfolio manager Jim Caron, discusses why you should consider if you're prepared for the changing landscape.
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Global Multi-Asset Viewpoint
31-Aug-2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Eventual Turn of U.S. Outperformance?”
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Media Appearance
30-Aug-2018
Andrew Slimmon appeared on CNBC Power Lunch to discuss whether the U.S. or emerging markets are a better bet for investors.
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Macro Insight
29-Aug-2018
Eric Baurmeister, Head of the Emerging Markets Debt Team, discusses the changing state of the emerging markets, opportunities he sees going forward and how his team is built to adapt to these changes.
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Media Appearance
29-Aug-2018
Jim Caron appeared on Bloomberg Daybreak: Americas to examine revised U.S. second-quarter economic growth.
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Media Appearance
29-Aug-2018
Jim Caron appeared on Bloomberg TV to discuss the potential market impact of a new Nafta trade agreement.
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Press Release
20-Aug-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.
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Media Appearance
19-Aug-2018
Andrew Slimmon discusses the current state of the markets on CNBC Closing Bell Exchange.
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Global Equity Observer
15-Aug-2018
The one sure fact about the next downturn is that it will be different from the last one. The International Equity Team ask which sectors really are defensive.
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Global Fixed Income Bulletin
15-Aug-2018
The Global Fixed Income team discusses that there comes a time when valuations get stretched too far and how volatility may be poised to pick up.
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Macro Insight
14-Aug-2018
As global growth continues, some think we may be in the later stages of the economic cycle. What should fixed income investors be watching in this environment?
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Macro Insight
09-Aug-2018
Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
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Market Outlook
09-Aug-2018
Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
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Press Release
19-Jun-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.
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Press Release
19-Jun-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.
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Press Release
11-Jun-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.
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Sustainability Insight
11-Jun-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.
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Press Release
01-Jun-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.
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Investment Insight
15-May-2018
Counterpoint Global examines Blockchain, the technology behind it and its potential disruptive power.
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Press Release
08-May-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.
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Press Release
07-May-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.
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Press Release
01-May-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.
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Press Release
17-Apr-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.
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Press Release
09-Apr-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.
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Press Release
28-Mar-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.
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Press Release
15-Mar-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.
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Press Release
26-Feb-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.
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Press Release
05-Feb-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.
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Press Release
15-Nov-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.
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Macro Insight
27-Sep-2017
William Lock explains why he believes a company’s intangible assets are integral to achieving sustainably high returns.
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Press Release
15-Sep-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.
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Investment Insight
31-Aug-2017
The Counterpoint Global 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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Press Release
28-Aug-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.
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Investment Insight
09-Jun-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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Press Release
29-Apr-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.
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Macro Insight
25-Apr-2017
Bruno Paulson explains why consumer staples performance is more about earnings than interest rates.
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Macro Insight
20-Apr-2017
Bruno discusses how high-quality companies have the potential to provide reliable income without sacrificing capital growth.
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Press Release
03-Feb-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.
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Investment Insight
31-Jan-2017
The Counterpoint Global Team analyzes clustered regularly interspaced short palindromic repeats (CRISPR), a tool for genetic research that could birth new industries and disrupt existing medical treatments.
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Sustainability Insight
09-Jan-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.
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Investment Insight
02-Dec-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
02-Dec-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
02-Dec-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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