Cerulli Associates have published a new report on direct indexing. Who are the leaders in this growing space?

MORGAN STANLEY INVESTMENT MANAGEMENT & EATON VANCE

A Powerful Combination

Forward-thinking investors have more advanced needs. We provide a diverse selection of strategies and custom solutions to help institutions and high net worth individuals around the world achieve their goals.

MORGAN STANLEY INVESTMENT MANAGEMENT & EATON VANCE

A Powerful Combination

Forward-thinking investors have more advanced needs. We provide a diverse selection of strategies and custom solutions to help institutions and high net worth individuals around the world achieve their goals.

Product Finder

Products

Municipal Update with John Dillon

John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.

Insight Article

Preferred Market Update

Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.

Resources

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2020 Year-End Distributions

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Sustainable Investing

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

Global Insight Portfolio

CUSIP: 61756E594
SHARE CLASS: I

Global Insight Portfolio

AS OF 10/22/2021

AS OF 10/22/2021

MORNINGSTAR OVERALL RATING

Share Class - I

298 World Large-Stock Growth - 09/30/2021

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

Consilient Observer

Categorizing for Clarity: Cash Flow Statement Adjustments to Improve Insight

Accounting has not kept pace with the changing economics of businesses, which has created a huge gap between what companies report in their financial statements and what an investor needs to understand a business. To better categorize activities, we suggest making adjustments within the statement of cash flows pertaining to stock-based compensation, leases, and intangible investments. We believe these adjustments substantially improve the description of a business. We share a case study of Amazon for 2020 to make the concepts more concrete.

Consilient Observer

Market-Expected Return on Investment

Consilient Research connects valuation and accounting. They describe market-expected return on investment and how to properly treat intangible investments.

Beyond Virtue Signaling

Sustainability Research at Counterpoint Global has produced a method to systematically measure the potential cost of carbon emissions as well as the financial impact of a carbon tax. Our framework allows us to translate these costs into estimates of stock returns. We believe that measuring the cost of carbon emissions allows us to better understand the environmental risks for the companies in our portfolio as well as for those we do not own. We also seek to help our clients benefit from the many opportunities that a low-emissions world could create.

Global Fixed Income Opportunities Fund

CUSIP: 616961405
SHARE CLASS: I

Global Fixed Income Opportunities Fund

AS OF 10/22/2021

AS OF 10/22/2021

MORNINGSTAR OVERALL RATING

Share Class - I

271 Multisector Bond - 09/30/2021

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

Global Fixed Income Bulletin

Traversing Peaks

With investors debating when economic growth, Covid and inflation will peak, it may be useful to focus on what we know with certainty rather than sentiment.

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

Jim Caron, Senior Portfolio Manager and Chief 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 10/22/2021

AS OF 10/22/2021

MORNINGSTAR OVERALL RATING

Share Class - I

287 World Large-Stock Blend - 09/30/2021

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

Global Equity Observer

Advance Warming

The summer of fire and floods has highlighted the compounding effect of global warming, presenting companies with an array of risks and opportunities. Laura Bottega explains how these ESG factors help shape our portfolios.

Discover Morgan Stanley Global Franchise

What does Morgan Stanley’s International Equity Team mean by high-quality global equities with strong intangible assets?

Long-term impact of the pandemic

Bruno Paulson discusses what he believes may be the long-term impact of the pandemic.

Global Concentrated Portfolio

CUSIP: 61766J500
SHARE CLASS: I

Global Concentrated Portfolio

AS OF 10/22/2021

AS OF 10/22/2021

MORNINGSTAR OVERALL RATING

Share Class - I

298 World Large-Stock Growth - 09/30/2021

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

Market Alert with Andrew Slimmon

Market Alert with Andrew Slimmon: The Fed’s Message

Market Alert with Andrew Slimmon

Market Alert with Andrew Slimmon: The Fed’s Message

Takeaways & Key Expectations

Equity Market Commentary - Sept 2021

In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.

Sustainable Investing

Sustainable Investing

Climate Transition

Given the increasingly disruptive force of climate events, achieving net-zero carbon emission promises to be one of the themes driving investment markets over the coming decades. We analyse responses, risks and opportunities by country and sector.

Engagement Report

Tapping the power of ESG in emerging markets

Learn how the Emerging Markets Leaders Strategy team have actively engaged with invested companies to seek out value by promoting enhanced ESG practices.

Sustainable Investing

Emily Chew featured in Brunswick Group's podcast, ESG Agenda

Emily Chew gives practical recommendations for boards to develop their companies’ corporate strategy in the era of sustainability disruption.