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2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2020 OUTLOOK  •  Feb 20, 2020  •  4:25 Min

VIDEO: Not the Usual Suspects 

Andrew Harmstone
This video provides a short summary of GBaR Team's Outlook for 2020

9800236_393x348
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  Feb 15, 2020

Just When You Thought It Was Safe to Go Back in the Water... 

Global Fixed Income Team
Although markets grappled with conflicting forces in January – upbeat economic data versus the coronavirus risk – the Morgan Stanley Global Fixed Income Team explain their cautious optimism.

9801103_Just-When-You-Thought-It-Was-Safe_Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Feb 14, 2020

Applied Equity Advisors: Feb 2020 - Bullish Capitulation – Real Time 

Andrew Slimmon
In his February commentary, Andrew Slimmon muses about the global equity market and wonders whether it has “gone off its rocker” considering the agitated state of affairs in the U.S. and the world.

aea-team
 
market-pulse fixed-income Fixed Income page
MarketPulse  •  Feb 12, 2020

The Coronavirus and Its Impact on the Global Market 

Jim Caron
What will be the long-term impact of the Coronavirus on the global economy? Jim Caron thinks it all depends on the shape of the eventual recovery.

Fixed-Income-Team-Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Investment Insight  •  Feb 11, 2020

AIP Hedge Fund Solutions Team Review and Outlook 

Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.

9475445-Tile
 
active-fundamental-equity Active Fundamental Equity page
2020 OUTLOOK  •  Feb 10, 2020

Fading the U.S. FOMO Market and Five Keys to Outperformance in 2020 

Jitania Kandhari, Ben Rozin
If "fear of missing out" has propelled the U.S. stock market over others, what can investors expect from the early years of the 2020s and the decade to come? The Active International Allocation team outlines their five key investment expectations.

9792617-Insight-Tile-1x1
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  Feb 05, 2020

Morgan Stanley Capital Partners Completes Investment in World 50 

James Howland, Aaron Sack, David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced recently that they have completed an investment in World 50, Inc., a leading provider of private peer communities. MSCP partnered with the current management, led by CEO David Wilkie, who will remain CEO and continue to drive organic growth and acquisitions during the investment.

Capital Partners - Insight Tile
 
solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  Feb 03, 2020  •  4:26 Min

Market Alert with Andrew Slimmon: Time to Panic or Time to Buy? 

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
 
solutions-and-multi-asset Solutions & Multi-Asset page
Investment Insight  •  Feb 03, 2020

Managed Futures as a Crisis Risk Offset Strategy 

Managed Futures Team
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.

blue-gray metal slats
 
active-fundamental-equity Active Fundamental Equity page
Macro Insight  •  Jan 31, 2020

Opportunities in A-shares 

Global Emerging Markets Team
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.

9229976-Opportunites-in-A-Shares-tile
 
active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  Jan 31, 2020

The Second Mountain 

Laura Bottega, Bruno Paulson
Today’s environmental and social issues offer businesses ample opportunity to focus on purpose as well as profit.

9787483_Second-Mountain_Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Sustainability Insight  •  Jan 31, 2020

Diving Below the Surface: ESG Integration in Emerging Markets 

Global Emerging Markets Team
The Global Emerging Markets Team demonstrate how monitoring progress on ESG issues – through engagement with companies’ management teams – helps them build a more complete picture of the growth opportunities and risks in their portfolio.

insight-Diving-Below-the-Surface-Insight-Tile-1x1
 
2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2020 OUTLOOK  •  Jan 24, 2020

Not the Usual Suspects 

Andrew Harmstone
World economic growth appears sufficiently robust to resist recession, but is slowing enough to prompt some governments to implement fiscal stimulus programmes. Heading into 2020, we see the brightest spots for return potential as being outside the usual suspects.

9769267_Not-the-Usual-Suspects_Insight-Tile-1x1
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  Jan 15, 2020

Living the High Life Again…but for How Long? 

Global Fixed Income Team
With a remarkable end to 2019, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2020.

9772779_GFI Bulletin_Insight-Tile-1x1
 
sustainable-investing fixed-income Fixed Income page
Sustainability Insight  •  Jan 15, 2020

Bondholders to Companies: Let's Talk About Climate Change 

Global Fixed Income Team
As the cost of climate change-related natural catastrophes grows, for the first time bondholders are pressing their portfolio companies about risks and other ESG topics.

9785380_Bondholders-to-Companies_Insight-Tile-1x1
 
page
Article  •  Jan 14, 2020

Diverging Markets Demand Discerning Investors 

Real Assets Research and Investing Team
While the global property market will continue to produce a robust flow of investment opportunities in 2020, the dispersion between countries, markets, sectors and asset types will likely require investors to deploy capital more thoughtfully.

9764497_Diverging-Markets-Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Jan 12, 2020

If the economy is so darn good, why are yields so darn low?  

Jim Caron
Data is getting better, but bond yields are not following. What's going on here? Jim Caron explains.

Fixed-Income-Team-Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Investment Insight  •  Jan 07, 2020

Managing Downside Risk with Global Macro Strategies 

Robert M. Rafter
Amid concerns about potentially unsteady and down markets, we believe two of the strategies employed by global macro managers are particularly worthy of consideration today: tail risk and long volatility.

9685331-Managing-Downside-Risk-Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Investment Insight  •  Jan 07, 2020

Long-Short Equity Strategies - “Hedging” Your Bets 

Eric Stampfel
Faced with market uncertainties, investors may be seeking ways to de-risk. Long-short equity strategies have the potential to provide steady gains even in down markets.

Hedging-Your-Bets-Insight-Tile-1x1
 
2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2020 OUTLOOK  •  Jan 02, 2020

Time to View Hedge Funds through a Different Lens 

Mark van der Zwan
While the outlook for equity and fixed income returns is uninspiring, this is precisely the type of environment in which hedge funds have the potential to perform well. Representing the most unconstrained form of active management, hedge funds are designed to exploit and amplify opportunities in ways that passive and long-only active strategies can’t.

Market-Outlook-2020-Hedge-Fund-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  Dec 31, 2019

Between Scylla and Charybdis  

William Lock, Bruno Paulson
How a quality bias helps investors steer between the twin perils of recession and inflation.

insights-between-scylla-and-charybdis-Tile-1x1
 
sustainable-investing fixed-income Fixed Income page
Sustainability Insight  •  Dec 31, 2019

Driving Value in Fixed Income Through ESG  

Joseph Mehlman, Sarah Harrison, Stella Ma
Can investors incorporate ESG into their portfolios without giving up yield? The Global Fixed Income Team believes the answer is a resounding yes.

insight-driving-value-in-fixed-income-through-esg-tile
 
solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  Dec 31, 2019  •  4 Min

Market Alert with Andrew Slimmon: Don’t Overreact to an Early January 

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
 
fixed-income Fixed Income video
Market Outlook  •  Dec 20, 2019  •  3:03 Min

4Q19 Review/Outlook: Global Fixed Income Opportunities 

Jim Caron
Jim Caron explains what to expect in 2020, and why duration flexibility might be key to capturing new investment opportunities.

9782732_Tile-with-play
 
real-assets Real Assets page
Press Release  •  Dec 19, 2019

Morgan Stanley Investment Management Raises $5.5 Billion for Its Third Global Infrastructure Fund 

Morgan Stanley Infrastructure Partners
Morgan Stanley Infrastructure Partners, the private infrastructure investment team within Morgan Stanley Investment Management, today announced that it has raised $5.5 billion for North Haven Infrastructure Partners III, six months after the fund’s first close on June 19, 2019.

Infrastructure - Insight Tile
 
2020-outlooks fixed-income Fixed Income page
2020 Outlook  •  Dec 18, 2019

2020 Emerging Markets Debt Outlook: Differentiation over Duration 

Sahil Tandon, Warren Mar, Eric Baurmeister
What forces will shape emerging markets fixed income next year? The Global Fixed Income team offers their view on what to expect in 2020.

boardwalk path to sand dunes
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Dec 18, 2019

U.S. - China Phase 1: More a Truce Than a Deal, but a Step in the Right Direction 

Jim Caron
On December 15 the U.S. and China stopped the “rock throwing” as no new tariffs were announced by either of the antagonists. And while there is no official deal in place, this “truce” is clearly a good first step, as outlined by Jim Caron.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Dec 13, 2019

December FOMC: Connecting the Dots 

Jim Caron
After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.

Fixed-Income-Team-Tile
 
2020-outlooks real-assets Real Assets page
2020 OUTLOOK  •  Dec 09, 2019

2020 Public Infrastructure Outlook 

Global Listed Real Assets Team
A variety of economic and structural tailwinds helped spur global listed infrastructure’s strong 2019 performance. The Global Listed Real Assets team takes a sector-based approach in examining those trends in 2020.

US_EMEA_en_2020InfrastructureOutlook_Insight-Tile-1x1
 
2020-outlooks fixed-income Fixed Income page
2020 Outlook  •  Dec 08, 2019

Fixed Income Outlook 2020: From Reset to Recovery 

Jim Caron
In 2019, central banks cut rates aggressively and pushed bond yields lower to avoid a recession ─ one that never actually materialized. We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.

9759412-Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Market Outlook  •  Dec 05, 2019

Equity Market Commentary - December 2019  

Andrew Slimmon
In his December commentary Andrew Slimmon talks about staying in the moment and focusing on “where we are NOW,” not where we might be six months or a year from now.

aea-team
 
solutions-and-multi-asset Solutions & Multi-Asset page
Investment Insight  •  Dec 04, 2019

Alternative Risk Premia: Taking Control of Your Exposures 

Patrick Reid, Gary Chan
ARP have the potential to mitigate downside risk, while in many cases still generating positive returns in a liquid and costefficient way.

9698769-Digital-Assets-Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  Dec 04, 2019  •  4 Min

Market Alert with Andrew Slimmon: Capitulation is Just Commencing 

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
 
solutions-and-multi-asset Solutions & Multi-Asset page
Investment Insight  •  Dec 02, 2019

Alternative Lending: Why Today and Through the Credit Cycle? 

Kenneth Michlitsch
Against a backdrop of low interest rates and tight corporate credit spreads, investors struggle to find sufficient yield from traditional fixed income. Fintech-driven alternative lending is a nascent, consumer-focused private credit asset class that potentially offers yield pick-up, as well as duration and diversification benefits.

9726315-Insight-Tile-1x1
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainability Insight  •  Dec 02, 2019

Engage with Us 

International Equity Team
Engage with the International Equity Team on its perspectives about ESG in the Global Sustain Magazine.

GS-Tile-Index
 
2020-outlooks active-fundamental-equity Active Fundamental Equity page
2020 Outlook  •  Nov 30, 2019

Lower Growth Takes Root in a 4 D World  

Ruchir Sharma
Our outlook for 2020 isn’t bullish or bearish, just realistic. We see the 4Ds – Depopulation, Declining productivity, Deglobalization and massive Debt – slowing growth worldwide in 2020.

Market-Outlook-2020-Vision-GEM-Insight-Tile-1x1
 
2020-outlooks active-fundamental-equity Active Fundamental Equity page
2020 Outlook  •  Nov 30, 2019

Swimming Against the Tide 

Matthew Leeman
Investing in European equities has felt, at times, as if one is swimming against the tide. Attractive opportunities exist for 2020 for those prepared to look. Because tides turn.

winding dock over water
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  Nov 30, 2019

The Song Remains the Same 

Global Fixed Income Team
December’s unequal, even seemingly random, bond market performance reinforces our thesis that there are few themes that investors can latch onto.

insight-thesongremainsthesame_Insight-Tile-1x1
 
2020-outlooks fixed-income Fixed Income page
2020 Outlook  •  Nov 30, 2019

Credit Outlook: A Year of Two Halves - Technical Is Temporary, Quality Is Permanent 

Richard Ford
2019 was a "goldilocks" year for credit. Will 2020 bring more of the same? The Global Fixed Income team offers their outlook for the year.

path in the woods
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
GLOBAL EQUITY OBSERVER  •  Nov 29, 2019

The ESG Advantage  

Vladimir Demine, William Lock, Bruno Paulson
Does investing in companies with sound ESG practices mean investing in better companies?

9757918-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity video
Macro Insight  •  Nov 28, 2019

Why Invest in Emerging Markets Small Caps? 

Omair Ansari
Why Invest in Emerging Markets Small Caps? With little sell side coverage and so many growing companies, the small cap space offers high information inefficiencies with less volatility at an attractive price. And we believe their time is now.

9744414_Tile-with-play
 
fixed-income Fixed Income page
Market Pulse  •  Nov 27, 2019

Top 10 for ‘20 

Jim Caron
In our view, 2019 was a mid-cycle reset where the Fed cut rates three times, capital expenditure bottomed out and global GDP slowed. The bad news is that yields are low and investors are long on duration, a big risk given that the Fed will likely stay on the sidelines and not lower rates in 2020.

Fixed-Income-Team-Tile
 
real-assets Real Assets page
Investment Insight  •  Nov 27, 2019

Unprecedented Valuation Disparities in REITs Creates Opportunities for Active Managers 

Global Listed Real Assets Team
The rise of passive investing and private real estate funds has created unprecedented valuation disparities in REITs, but these gaps tend not to last for long. Now may be an opportune time for investors and financial advisors to shift their allocations into actively-managed real estate strategies.

Unprecedented-Valuation-Disparities-in-REITs-Tile-1x1
 
fixed-income Fixed Income page
Market Pulse  •  Nov 19, 2019

From Mid-Cycle Reset to Cyclical Recovery 

Jim Caron
This time last year the market projected the economy was headed into a recession, and the Fed engaged in a policy mistake by planning to hike rates above 3.00%. Instead, what we realized was 75bps of rate cuts along with cuts from global central banks and a restart of quantitative easing (QE).

Fixed-Income-Team-Tile
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  Nov 18, 2019

Normalization Continues 

Global Fixed Income Team
In many ways, October was a continuation of the developments that started in September. Yet the Global Fixed Income Team now believes fixed income markets have reached a fork in the road: Either data will get better as geopolitical risks recede, or we will return to trade war concerns and deteriorating economic fundamentals.

NovGFIBulletinTile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Sustainability Insight  •  Nov 14, 2019

ESG Investing: Living in a Material World 

Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results and improved stock price performance? In our mind, the answer is a resounding yes. The key is materiality.

insight-esginvestinglivinginamaterialworld-tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Market Outlook  •  Nov 14, 2019

Equity Market Commentary - November 2019  

Andrew Slimmon
In his latest commentary Andrew Slimmon notes that the S&P 500 has finally broken out of its year-and-a-half trading range, and could end the year near 3200.

aea-team
 
solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  Nov 13, 2019  •  4 Min

Market Alert with Andrew Slimmon: The S&P 500 Has Broken Out to New Highs, Now What?  

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
 
solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Nov 08, 2019

Risk as a starting point — not an afterthought 

Andrew Harmstone
Dazzling investment returns make good headlines─as do spectacular investment crashes. But seldom do we read stories about funds that excel in controlling volatility while delivering strong, competitive returns. Yet managing volatility is the key to surviving a sharp market downturn.

Risk-As-A-Starting-Point-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Investment Insight  •  Nov 08, 2019

Our Formula for Earnings Resilience 

Laura Bottega
In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.

Our-Formula-Insight-Tile-1x1
 
fixed-income Fixed Income page
Macro Insight  •  Nov 07, 2019

The Real Problem with Low Yields 

Jim Caron
Fixed income plays a special role in managing risk because it tends to be a safer, more liquid and less volatile asset. We still think that is largely true, however, there is a catch. Traditional bond strategies may be less effective in acting as a hedge and also have less appreciation potential than when yields were higher.

insight_the-real-problem-with-low-yields-tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  Oct 31, 2019

Exploring Pricing Power 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Why is pricing power important? The International Equity Team explains why it is a key attribute of quality compounders.

9728251-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
MEDIA APPEARANCE  •  Oct 31, 2019

Advantage Featured in Morningstar's 10 Superb Defensive Stock Funds List 

Dennis Lynch
The Morgan Stanley Institutional Fund Advantage Portfolio was featured in Morningstar’s list of “wide-moat” mutual funds with a Morningstar Analyst Rating of Silver or higher. Counterpoint Global’s long tenure was also highlighted in the article.

dennis-lynch-barrons-reprint-08212017
 
liquidity Liquidity pdf
Market Insights  •  Oct 30, 2019

Fed Cuts Rates by 0.25% at October Meeting 

Global Liquidity Team
The FOMC cut rates at its October meeting, driven by global developments and muted inflation. Chairman Powell noted the current federal funds target rate is likely to remain appropriate as long as there is no material reassessment to the Fed’s economic outlook.

8426509-market-Insights-tile
 
active-fundamental-equity Active Fundamental Equity page
Investment Insight  •  Oct 25, 2019

Lessons from a 21-year-old Warren Buffett 

Kristian Heugh, Marc Fox
Investing in high-quality companies—at the right price—may grow investors’ wealth while potentially providing a level of reassurance in falling markets.

Lessons-from-Buffett-Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  Oct 25, 2019  •  4 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.

Audio-Page-Tile
 
fixed-income Fixed Income video
Market Outlook  •  Oct 22, 2019

3Q19 Review/Outlook: Global Fixed Income Opportunities 

Christian Roth
The direction and magnitude of interest rate moves over the past year has been truly breathtaking. Chris Roth discusses the catalysts for these changes.

9740213-Tile-with-play
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainability Insight  •  Oct 22, 2019

Engage - Fall 2019 

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

engage-sustainability-report
 
fixed-income Fixed Income page
Global Fixed Income Bulletin  •  Oct 17, 2019

Reversal Month 

Global Fixed Income Team
What three principle reasons led to the sell-off in September and how have they impacted our positioning? The Global Fixed Income Team discusses.

9700290_Web_Tile_v1
 
fixed-income Fixed Income page
Sustainability Insight  •  Oct 10, 2019

ESG and Sovereign Fixed Income Investing: A Better Way 

Jim Caron, Teal Emery
As environmental, social and governance (ESG) factors become more broadly incorporated into investment decision-making, sovereign fixed income investors are grappling with the best way to benchmark and quantify these factors across a diverse group of countries. Morgan Stanley Investment Management has developed what we consider to be a better approach.

insight-esg-sovereign-fixed-income-investing-tile
 
active-fundamental-equity Active Fundamental Equity video
Macro Insight  •  Oct 03, 2019

How Much to Own in Emerging Markets 

Jitania Kandhari
Those who see the opportunity in emerging markets want to know, how much should we own? We discuss three approaches that look at the ideal emerging market allocation.

9693331_Tile_1
 
active-fundamental-equity Active Fundamental Equity video
Macro Insight  •  Oct 03, 2019

What to Own in Emerging Markets 

Jitania Kandhari
Which countries do we think are worth owning in emerging markets? Those that can thrive in the age of the three D’s—deglobalization, depopulation and deleveraging.

9693331_Tile_1
 
active-fundamental-equity Active Fundamental Equity video
Macro Insight  •  Oct 03, 2019

The Case for Emerging Markets Relative to the U.S. 

Jitania Kandhari
Why invest in emerging markets? After falling out of fashion, we think emerging markets are poised to be rediscovered in the next decade.

Jitania Kandhari video on why emerging markets
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Sep 30, 2019

GMA Viewpoint: Value Stocks - Once In A Decade Opportunity 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value Stocks: Once In A Decade Opportunity.”

insight-tile-GMA-Viewpoint
 
solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Sep 30, 2019

Peak Car—or Just Bumps in the Road? 

Andrew Harmstone
The global auto industry has recently experienced a disruptive slide where registrations, demand and production have all slumped across the world. Have we hit “Peak Car“—or just some bumps in the road?

9679502_Web_Tile
 
active-fundamental-equity Active Fundamental Equity page
GLOBAL EQUITY OBSERVER  •  Sep 30, 2019

Plastic Matters 

Vladimir Demine, William Lock, Bruno Paulson
Why engage? To get the full story. The International Equity team discusses what’s driving change for consumer staples and plastic.

9698724_Insight_Tile
 
active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  Sep 27, 2019

Compounding in Health Care 

Marcus Watson
Where can you find high quality investments in the health care sector? Marcus Watson from our International Equity Team shares his views.

9681779_Insight_Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Sep 26, 2019

More room to run in 2020? 

Andrew Slimmon
Although many investors have become more tentative, they could be overlooking two big factors for 2020—improving earnings and a possible election year surge for the economy.

slimmon-equities-outlook-2020.jpg
 
solutions-and-multi-asset Solutions & Multi-Asset page
Market Outlook  •  Sep 25, 2019

Equity Market Commentary - September 2019  

Andrew Slimmon
Markets have experienced a series of “recession scares.” Yet Andrew Slimmon maintains that the U.S. stock market will break out during the fourth quarter of 2019, with the S&P 500 ending the year well north of 3,000.

aea-team
 
fixed-income Fixed Income page
Global Fixed Income Bulletin  •  Sep 20, 2019

Volatility and Uncertainty Continue 

Global Fixed Income Team
Why have government bonds and other fixed income assets prevailed in the current market environment while other sectors and asset classes have struggled?

9679613_Web_Tile_v1
 
fixed-income Fixed Income page
Market Pulse  •  Sep 16, 2019

ECB Action Puts Pressure on Fed 

Jim Caron
The ECB's recent actions have put pressure on the Fed to take some action of their own. Jim Caron from the Global Fixed Income Team shares his views.

Fixed-Income-Team-Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Investment Insight  •  Sep 11, 2019

Introduction to Alternative Risk Premia 

Mark van der Zwan, Patrick Reid
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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Sustainability Insight  •  Sep 10, 2019

Engage with us 

International Equity Team
Vladimir Demine invites you to engage with the International Equity Team on its perspectives about ESG in the Global Sustain Magazine.

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Sustainability Insight  •  Sep 09, 2019

Corporates Under Pressure 

Bruno Paulson
Bruno Paulson discusses how regulatory and technological change has made environmental and social concerns even more important than before.

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Sustainability Insight  •  Sep 05, 2019

Software & Services 

Marcus Watson
Understanding the connection between ESG and performance can positively impact employee recruitment, retention and engagement, says the International Equity Team’s Nathan Wong and Richard Perrott.

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Sustainability Insight  •  Sep 04, 2019

Consumer Staples 

Nic Sochovsky
How can a company differentiate itself? Get its environmental and social policies right. The International Equity Team’s Nic Sochovsky explains.

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Sustainability Insight  •  Sep 03, 2019

25-50 of the Highest Quality Stocks in the World 

International Equity Team
Global Sustain is a high-quality, low carbon portfolio using bottom-up fundamental analysis and active engagement with company management.

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Macro Insight  •  Sep 03, 2019

Our Liquidity Solutions Team’s Competitive Advantages 

Global Liquidity Team
Managing cash is becoming increasingly complex. Our Global Liquidity Solutions is uniquely positioned to help you navigate the challenges and opportunities ahead.

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Sustainability Insight  •  Sep 02, 2019

Pay X-Ray 

Alex Gabriele
Vladimir Demine discusses how certain compensation scheme practices – such as earnings adjustments – may be red flags.

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solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Aug 31, 2019

GMA Viewpoint: Gold Bull Market to Continue 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Gold Bull Market to Continue.”

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Sustainability Insight  •  Aug 30, 2019

Health Care 

Marcus Watson
Marcus Watson discusses how innovative health care companies can use science and technology to address health needs within communities.

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Sustainability Insight  •  Aug 29, 2019

Knock-On Effects 

Laura Bottega
What does material mean? Laura Bottega discusses the factors that may influence the sustainability of returns.

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solutions-and-multi-asset Solutions & Multi-Asset page
Media Appearance  •  Aug 29, 2019

Andrew Slimmon on CNBC "Squawk Box" 

Andrew Slimmon
Andrew Slimmon joined the CNBC "Squawk Box" to discuss the possibility of a recession and the markets.

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Sustainability Insight  •  Aug 28, 2019

Tackling Plastics 

Vladimir Demine
Vladimir Demine explains how a company's attention to plastic consumption may not only benefit the environment, but also create opportunities to differentiate itself.

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solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Aug 27, 2019

Tug-of-War 

Andrew Harmstone
Tariffs applied during the U.S.-China trade war have paradoxically not raised U.S. inflation. In our latest insight, Tug-of-War: We examine the tug-of-war pitting the direct inflationary effects of tariffs against the indirect deflationary impact of other forces at play.

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Global Equity Observer  •  Aug 23, 2019

The Two Risks We Manage: Earnings and Multiples 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Should equity investors be worrying about multiple threats? Bruno Paulson talks earnings and multiples.

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fixed-income Fixed Income page
Market Pulse  •  Aug 21, 2019

The Fed needs to Lead not Follow 

Jim Caron
It is time for the Fed to get proactive. Jim Caron from the Global Fixed Income team shares his views.

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Media Appearance  •  Aug 20, 2019

Brian Weinstein on CNBC 

Brian Weinstein
Brian Weinstein joins Rick Santelli to discuss monetary and fiscal stimulus around the world.

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Global Fixed Income Bulletin  •  Aug 19, 2019

Just When It Looked Safe to Go Back in the Water  

Global Fixed Income Team
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  •  Aug 13, 2019

Brian Weinstein on Bloomberg 

Brian Weinstein
Brian Weinstein joined Bloomberg Surveillance to discuss how politics around the world are impacting markets.

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fixed-income Fixed Income page
Media Appearance  •  Aug 13, 2019

Michael Kushma on Bloomberg 

Michael Kushma
Michael Kushma joined Bloomberg "The Open" to discuss fears of a global recession.

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2:03 Min

A World of Fixed Income Opportunities 

Christian Roth
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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solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Aug 05, 2019

Equity Market Commentary 

Andrew Slimmon
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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MEDIA APPEARANCE  •  Aug 01, 2019

Dennis Lynch featured in The Wall Street Journal  

Dennis Lynch
Dennis Lynch and two Counterpoint Global funds were highlighted in The Wall Street Journal’s latest quarterly Winners’ Circle. Dennis discusses the team’s recent strategy of de-emphasizing big tech businesses and identifying opportunities in smaller and midsize companies.

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fixed-income Fixed Income page
Market Pulse  •  Aug 01, 2019

A Fed Mistake? 

Jim Caron
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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Press Release  •  Jul 30, 2019

Thailand’s SAFE Fertility Center Receives an Investment from a Morgan Stanley Managed Fund 

Chin Chou, David N Miller
SAFE Fertility Centre Co., Ltd announced that North Haven Thai Private Equity L.P., a fund managed by Morgan Stanley, has invested an undisclosed amount in the Company for a minority stake.

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Press Release  •  Jul 29, 2019

Morgan Stanley Expansion Capital Completes Sale of HighQ Solutions Limited 

Robert Bassman, David N Miller, Pete Chung
Investment funds managed by Morgan Stanley Expansion Capital announced the sale of their interest in HighQ Solutions Limited, a leading collaboration platform for legal and regulated industries, to Thomson Reuters. HighQ provides secure cloud-based business collaboration, workflow automation and client engagement software to over 400 customers, including more than half of the top 100 global law firms.

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fixed-income Fixed Income page
Media Appearance  •  Jul 26, 2019

Jim Caron examines the U.S. Economy on Bloomberg 

Jim Caron
Jim Caron joins Bloomberg Markets: The Open to examine U.S. economic growth in the second quarter.

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solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Jul 25, 2019

Why Invest Internationally: A Conversation 

Portfolio Solutions Group
Should you be considering markets outside of the U.S.? Our professionals review the opportunities and challenges of international diversification.

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fixed-income Fixed Income page
Market Pulse  •  Jul 25, 2019

Expect the Unexpected from the ECB 

Anton Heese
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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solutions-and-multi-asset Solutions & Multi-Asset page
Media Appearance  •  Jul 25, 2019

Andrew Slimmon on CNBC 

Andrew Slimmon
Andrew Slimmon joined the CNBC “The Exchange” team to discuss the current state of the markets. He shares his view that equity markets may suggest a stronger economy in the future.

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Press Release  •  Jul 24, 2019

HR Outsourcing Provider CoAdvantage to be Acquired by Aquiline Capital Partners from Morgan Stanley Capital Partners 

Aaron Sack, David N Miller, Adam Shaw
CoAdvantage, one of the nation’s top privately held professional employer organizations (PEO) and a leading national provider of strategic human resource (HR) solutions for small to mid-sized companies, announced today a definitive agreement to be acquired by Aquiline Capital Partners, a private equity firm investing in financial services and technology. CoAdvantage is being acquired from investment funds managed by Morgan Stanley Capital Partners (MSCP), which have owned the company since 2015.

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Press Release  •  Jul 23, 2019

Presidio Petroleum Completes Acquisition of Assets From Apache Corporation in Partnership With Morgan Stanley Energy Partners 

John Moon, David N Miller, Robert Lee
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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solutions-and-multi-asset Solutions & Multi-Asset page
Media Appearance  •  Jul 22, 2019

Ruchir Sharma on CNBC  

Andrew Slimmon
What is in store for emerging markets? Ruchir Sharma shares his views on CNBC's "Closing Bell."

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fixed-income Fixed Income video
Market Outlook  •  Jul 19, 2019

2Q19 Review/Outlook: Global Fixed Income Opportunities 

Jim Caron
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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Global Equity Observer  •  Jul 19, 2019

Rebuilding Moats in the Digital Age 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
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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solutions-and-multi-asset Solutions & Multi-Asset video
Macro Insight  •  Jul 18, 2019

VIDEO: An Holistic Approach to the World’s Water Woes 

Andrew Harmstone, Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

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solutions-and-multi-asset Solutions & Multi-Asset page
Macro Insight  •  Jul 18, 2019

An Holistic Approach to the World’s Water Woes 

Andrew Harmstone
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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fixed-income Fixed Income page
Global Fixed Income Bulletin  •  Jul 17, 2019

Central Banks Poised to Keep the Expansion Rolling 

Global Fixed Income Team
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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solutions-and-multi-asset Solutions & Multi-Asset page
Market Outlook  •  Jul 16, 2019

Isn’t the Stock Market a Forward Predictor? 

Andrew Slimmon
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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fixed-income Fixed Income page
Media Appearance  •  Jul 11, 2019

Jim Caron on Bloomberg - The Open  

Jim Caron
Jim Caron joins "Bloomberg Markets: The Open" to examine whether or not the market rally is coming to an end.

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private-credit-and-equity Private Credit & Equity page
Investment Insight  •  Jul 11, 2019

Sharpening an Innovative Edge in Private Equity 

Aaron Sack
Private equity investing has evolved. The next chapter focuses on transforming portfolio companies into category-leading platforms.

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fixed-income Fixed Income page
Market Pulse  •  Jul 11, 2019

Global Factors Impacting the Fed's Rate Policy 

Jim Caron
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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solutions-and-multi-asset Solutions & Multi-Asset page
Market Outlook  •  Jul 09, 2019

Correction Ahead? Why That May Be Good News for Investors 

Andrew Slimmon
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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private-credit-and-equity Private Credit & Equity page
Press Release  •  Jul 08, 2019

Morgan Stanley Expansion Capital Announces Agreement to Sell DocuWare GmbH 

David N Miller, Pete Chung, Robert Bassman
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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Media Appearance  •  Jul 08, 2019

Brian Weinstein on Bloomberg - The Open  

Brian Weinstein
Brian Weinstein joins "Bloomberg Markets: The Open" to discuss market confusion about the Federal Reserve's rate path.

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fixed-income Fixed Income page
Media Appearance  •  Jul 02, 2019

Jim Caron on Bloomberg 

Jim Caron
Jim Caron speaks on "Bloomberg Surveillance" where he discusses the U.S. 10-Year Treasury yield and risk appetite.

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