Lipper 2022

When We Win,
You Win

Morgan Stanley Investment Management, Eaton Vance, Parametric and Calvert won 19 Lipper Fund Awards for delivering strong risk-adjusted performance relative to peers.

Lipper 2022

When We Win,
You Win

Morgan Stanley Investment Management Eaton Vance, Parametric and Calvert won 19 Lipper Fund Awards for delivering strong risk-adjusted performance relative to peers.

Product Finder

Products

Consilient Observer

Wealth Transfers

The goal of capital allocation is to put resources to their best use to create long-term value per share for ongoing shareholders. The first major part of capital allocation is investing in the business. The second is transacting with mispriced securities, which introduces the potential for wealth transfers between stakeholders. Astute investors appropriately focus on a management's ability to make investments in the business, but they should also pay attention to management actions with regard to buying and selling the company’s stock.

Opportunity Optimum

Opportunity Optimum

Welcome to Opportunity Optimum, a writing series in which the Global Opportunity team discusses how and where they are finding the best opportunities to invest capital around the world.

Resources

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2021 Year-End Distributions

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Sustainable Investing

We know the value of active management in today's market.

Emerging Markets Leaders Portfolio

CUSIP: 61760X612
SHARE CLASS: I

Emerging Markets Leaders Portfolio

AS OF 05/24/2022

AS OF 05/24/2022

MORNINGSTAR OVERALL RATING

Share Class - I

729 Diversified Emerging Mkts - 04/30/2022

Past performance is no guarantee of future results. For complete information click here.

Emerging Markets Leaders Focus

The Emerging Markets Leaders Strategy team looks at the outsourcing of Digital IT Services as a structural thematic that should be on investor’s radar.

Tales From the Emerging World

The Beijing Put

Jitania Kandhari and Amay Hattangadi look at China in the context of the evolving global landscape.

Sustainable Investing

The Nuclear Revival: Embracing a Clean, Reliable and Safe Source of Energy

As the world grapples with climate change and energy security, nuclear power is experiencing a revival, as a clean, reliable and safe source of energy.

US Core Portfolio

CUSIP: 61766J849
SHARE CLASS: I

US Core Portfolio

AS OF 05/24/2022

AS OF 05/24/2022

MORNINGSTAR OVERALL RATING

Share Class - I

1212 Large Blend - 04/30/2022

Past performance is no guarantee of future results. For complete information click here.

The Third Year Battle Continues. Now What?

Andrew Slimmon offers a timely perspective on what is shaping the markets now. Listen to his Market Alert.

Takeaways & Key Expectations

Equity Market Commentary - May 2022

In his May TAKE, senior portfolio manager Andrew Slimmon explains why his thesis on 2022 remains consistent since his initial January outlook webcast. 2022 will be a battleground year between positive and negative influences. He expects the negatives to overwhelm in the first part of the year allowing an attractive entry point to capture more of the positives later in the year.

Patience, while rewarded over time, can be so difficult

Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now.

Global Fixed Income Opportunities Fund

CUSIP: 616961405
SHARE CLASS: I

Global Fixed Income Opportunities Fund

AS OF 05/24/2022

AS OF 05/24/2022

MORNINGSTAR OVERALL RATING

Share Class - I

279 Multisector Bond - 04/30/2022

Past performance is no guarantee of future results. For complete information click here.

Global Fixed Income Bulletin

One Small Step for Interest Rates, One Giant Leap for Monetary Policy

Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine. March was another brutal month for financial markets, capping one of the worst quarters since the 1980s. Indeed, it did not take long for markets to realize the inflationary/stagflationary implications of the war and resulting sanctions on Russia. The Global Fixed Income team shares its thoughts.

Global Fixed Income Bulletin

Navigating through the Fog of War

Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine.

The Fed Makes Stocks and Bonds Suffer. Are Jobs Next?

Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Global Franchise Portfolio

CUSIP: 61744J283
SHARE CLASS: I

Global Franchise Portfolio

AS OF 05/24/2022

AS OF 05/24/2022

MORNINGSTAR OVERALL RATING

Share Class - I

300 Global Large-Stock Blend - 04/30/2022

Past performance is no guarantee of future results. For complete information click here.

Global Equity Observer

Diversity – Asking Difficult Questions

Across the globe, stakeholders – including the International Equity Team – are pushing companies for greater transparency and accountability on Diversity, Equity & Inclusion. The team discusses.

Global Equity Observer

Investing in a deeply uncertain world

In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes sense. Bruno Paulson discusses.

Insight Article

Is now the time to own reasonably priced quality companies with pricing power, many of which are in EAFE? Bruno Paulson explains why the International Equity Team believes so.

Sustainable Investing

How Accounting for Impact Can Deliver the Real Value of ESG

This paper focuses quantifying impact-how companies affect society and the environment through their employees, customers and products-through ESG metrics.

Engagement Report

Emerging Markets ESG and Sustainability - 2022 Report

EM Equity team report how they actively advocated for sustainable corporate policies during 2021 and share their ESG engagement priorities for 2022.

Sustainable Investing

You Are Not Doing ESG Investing

The appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t).