Joseph Mehlman

Managing Director
18 years industry experience

Biography

Joe is a portfolio manager and the head of U.S. Credit on the Global Fixed Income team. He joined Morgan Stanley in 2002 and has 18 years of investment experience. Joe received a B.A., with honors, in economics from Trinity College. Joe holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.

Joseph is a member of the
Global Fixed Income Team

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Strategies

Strategy Name	Description
Core Fixed Income Strategy	Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
Core Plus Fixed Income Strategy	Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.
Global Buy and Maintain Credit Strategy	Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.
Global Credit Strategy	Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.
Global Premier Credit Strategy	Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.
U.S. Investment Grade Corporate Strategy	Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.
U.S. Long Duration Strategy	Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.

Core Fixed Income Strategy

Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.

Core Plus Fixed Income Strategy

Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.

Global Buy and Maintain Credit Strategy

Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.

Global Credit Strategy

Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.

Global Premier Credit Strategy

Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.

U.S. Investment Grade Corporate Strategy

Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.

U.S. Long Duration Strategy

Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.

News & Insights

Global Fixed Income Bulletin

Can It, Will It, Continue?

15-Jul-2020

With infection rates rising globally we ask whether the economic recovery can continue if health and employment concerns depress earnings and spending power.

Global Fixed Income Bulletin

The Tide Turns: It’s More than Hope

15-Jun-2020

Despite unprecedented bad economic data and the uncertain course of the coronavirus, markets continued on an upward trajectory in May and rallied further.

Global Fixed Income Bulletin

The Long and Winding Road

15-May-2020

There may be many twists and turns on the road to full economic recovery, but the longer your investment horizon, the more confident we believe you should be.

View All Insights by Joseph

May not represent all Team Members.

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

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

Joseph Mehlman

Managing Director | 18 years industry experience

Joseph Mehlman

Managing Director 18 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
18 years industry experience