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sustainable-investing pdf
Sustainable Investing  •  Mar 31, 2020

2019 Global Stewardship Report 

Our 2019 Global Stewardship Report showcases how MSIM is advancing sustainable investing through ESG integration and engagement. The report highlights sustainability engagement case studies on key themes and across investment teams, Firmwide proxy voting statistics and industry collaboration on sustainability initiatives

insight_2019globalstewardshipreport_tile
 
market-pulse news fixed-income Fixed Income audio
Market Pulse  •  Mar 30, 2020  •  5:52 Min

Credit Check with Richard Ford 

Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Fixed-Income-Team-Tile
 
market-pulse news fixed-income Fixed Income audio
Market Pulse  •  Mar 30, 2020

Market Pulse with Jim Caron 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Fixed-Income-Team-Tile
 
path news market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Path  •  Mar 27, 2020

Coronavirus: Focus shifts to the US 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

insights-coronavirus-andrew-harmstone-march
 
path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  Mar 27, 2020  •  1:41 Min

Coronavirus: Focus Shifts to the US AUDIO 

Christian Goldsmith, Andrew Harmstone
Christian Goldsmith, Portfolio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

insights-coronavirus-andrew-harmstone-march
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Mar 27, 2020

Fixed Income Market Update 

Michael Kushma, Richard Class
Michael Kushma, Chief Investment Officer of Global Fixed Income, and Richard Class, Head of Product Development for EMEA and European Multi Sector Strategies, Portfolio Manager, presented an update on the Fixed Income Portfolio on 26 March 2020.

Fixed-Income-Team-Tile
 
market-alert market-pulse news solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  Mar 26, 2020  •  3:39 Min

Market Alert with Andrew Slimmon: Is The Relief Rally Here? 

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
 
market-pulse news active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  Mar 26, 2020

Addressing the Coronavirus Impact: China Equity Portfolio 

Global Emerging Markets Team
Despite the economic impact of COVID19, on-shore and off-shore China markets continue to offer exposure to a wide breadth of companies and sectors not readily available elsewhere, in the view of Investment Management’s Global Emerging Markets Equity team.

Insight-thecoronavirusimpactchinaequityportfolio-Tile-1x1
 
market-pulse news active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  Mar 26, 2020

Addressing the Coronavirus Impact: Frontier Markets Portfolio 

Global Emerging Markets Team
Leaders in the next decade will likely include frontier markets, such as Vietnam, Egypt and Indonesia, according to Investment Management’s Global Emerging Markets Equity team. Our Frontier strategy remains focused on quality growth companies despite the coronavirus and we believe investments will emerge stronger relative to competitors.

Emerging-Markets-Leaders-Portfolio-Article-Tile-2x2
 
market-pulse news active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  Mar 26, 2020

Addressing the Coronavirus Impact: Emerging Markets Leaders Portfolio 

Global Emerging Markets Team
High quality companies in emerging markets are likely to strengthen their dominance after recovery from the COVID-19 crisis gets underway, says Investment Management’s Global Emerging Markets Equity team.

Emerging-Markets-Leaders-Portfolio-Article-Tile-2x2
 
market-pulse news active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  Mar 26, 2020

Addressing the Coronavirus Impact: Emerging Markets Equity Portfolio 

Global Emerging Markets Team
Even before the corona-induced sell-off, emerging market equities were cheap relative to the US and their own history. After the COVID-19 drawdown, valuations present an extraordinarily attractive entry point, says Investment Management’s Global Emerging Markets Equity team.

Emerging-Markets-Leaders-Portfolio-Article-Tile-2x2
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Mar 25, 2020

High Yield Outlook: Current Risks and Opportunities 

Global Fixed Income Team
Historically, high yield has proven itself to be resilient. It is our view that active managers have the potential to outperform, avoid problematic sectors, and minimize default losses.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  Mar 24, 2020  •  7:30 Min

Credit Check with Richard Ford 

Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Audio-Page-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  Mar 23, 2020

Liquidity vs. Solvency = Fed vs. Fiscal Stimulus 

Jim Caron
The Fed is taking unprecedented action to help prevent a liquidity crisis from turning into a solvency crisis. Jim Caron explores what's been done so far.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Mar 23, 2020

Coronavirus Update: The Outlook for Global Credit 

Richard Ford
Richard Ford, Head of Credit with the Global Fixed Income Team, discusses the potential impact of the coronavirus on global credit markets.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  Mar 23, 2020  •  7:56 Min

Market Pulse with Jim Caron: Encouraging Signs Emerging From Fed & Fiscal Responses 

Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Audio-Page-Tile
 
path solutions-and-multi-asset Solutions & Multi-Asset page
Path  •  Mar 23, 2020

Five Sectors That Cannot Escape Climate Change 

Andrew Harmstone
Climate change is inescapable and many—if not all—governments are responding more decisively than ever. A significant risk is that markets are not pricing in the effects of these policy responses quickly enough. We explore five sectors—financial services, mining, oil and gas, utilities and autos—likely to be hit the hardest.

9802118_Five-Sectors_Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity pdf
Insight Article  •  Mar 20, 2020

BIN There, Done That 

Counterpoint Global
BIN There, Done That - How to Reduce the Sources of Forecasting Error

insight-consilience-tile-1x1
 
path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  Mar 20, 2020  •  01:55 Min

Coronavirus: At last - initial signs of credible action AUDIO 

Christian Goldsmith, Andrew Harmstone
Christian Goldsmith shares the team’s latest market views with a focus on the impact of coronavirus.

insights-coronavirus-andrew-harmstone-march
 
market-alert news market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  Mar 18, 2020  •  3:29 Min

Flattening the Curve is Flattening the Market. At Least for Now. 

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
 
news market-pulse active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  Mar 18, 2020

International Equity Team: Coronavirus Impact: Global Brands/Franchise, Quality and Sustain Funds 

International Equity Team
Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Coronavirus-Impact-tile
 
news market-pulse active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  Mar 17, 2020

International Equity Team: Coronavirus Impact: International Equity Fund  

International Equity Team
Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Coronavirus-Impact-tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Mar 17, 2020

High Yield Update: Uncertainty Likely To Continue 

Global Fixed Income Team
The coronavirus spread has continued to play out as many predicted but the market has clearly been disappointed in the policy responses received to date.

Fixed-Income-Team-Tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  Mar 17, 2020

Financing Climate Change 

William Lock, Bruno Paulson, Dirk Hoffmann-Becking
Banking regulation may force the economy to shift towards a less carbon intensive model more quickly than expected. The International Equity Team discusses.

insight-Financing-Climate-Change_Insight-Tile-1x1
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  Mar 15, 2020

Global Fiscal Stimulus Scorecard: The Cavalry is Coming, but Slowly & Arguing About Which Horse to Ride. 

Global Fixed Income Team
Monetary policy has been exhausted. Now, we turn toward fiscal stimulus and market support policies. According to Jim Caron, the calvalry is coming, but slowly and arguing which horse to ride.

Fixed-Income-Team-Tile
 
news path market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  Mar 13, 2020  •  3:24 Min

GBaR: Latest Market Update 

Andrew Harmstone
Andrew Harmstone shares the team’s latest market views with a focus on the impact of coronavirus.

insight-coronavirus-tailrisk
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Mar 13, 2020

European Central Bank: Looking for Silver Linings in Disappointment 

Anton Heese
The initial market response to the European Central Bank (ECB) meeting on March 12th was disappointment – equity prices fell while Bund yields rose, depsite the ECB actually delivered nearly everything analysts had been expecting from it.

Fixed-Income-Team-Tile
 
market-pulse news active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  Mar 12, 2020

International Equity Team: Coronavirus Impact: Global Brands/Franchise, Quality and Sustain Funds 

International Equity Team
The International Equity Team monitors the direct market effects of the virus, and the indirect effects of the change in the macro environment on defensively positioned global portfolios.

Coronavirus-Impact-tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Mar 11, 2020

Energy Market Turmoil: What's Next? 

Global Fixed Income Team
After what was supposed to be a coordinated supply cut by OPEC+ to balance markets and keep oil prices high, Saudi Arabia and Russia instigated an oil price war.

Fixed-Income-Team-Tile
 
market-alert news market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  Mar 10, 2020  •  7:01 Min

How Much More Pain Is There? 

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
 
market-pulse news active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  Mar 10, 2020

Our Coronavirus Worries Are a Bit Different 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.

9813764-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Macro Insight  •  Mar 09, 2020

Living on the Edge 

William Lock, Laura Bottega
Late cycle investors considering a bumpier ride for markets may wish to revisit the attractions of truly active investing to bridge any potential yawning chasms ahead.

insight-livingontheedge_Living-on-the-Edge_Insight-Tile-1x1
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  Mar 06, 2020

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual report on ESG engagement activity.

GO-GlboalOpp-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  Mar 03, 2020

Emergency Fed Cut: Not a Vaccine, but a Treatment for Symptoms 

Jim Caron
On March 3, the Federal Reserve cut rates by 50 basis points (bps) to between 1-1.25%. What should fixed income investors make of this move?

Fixed-Income-Team-Tile
 
market-alert news market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  Mar 02, 2020  •  4:26 Min

Is the Recession Scare Fully Priced In? 

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
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  Mar 02, 2020

Update on Coronavirus and the Markets 

Global Fixed Income Team
By now it’s clear the Coronavirus will have at least a short-term impact on the global economy. The question is, how do fixed income investors move forward?

Fixed-Income-Team-Tile
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  Mar 02, 2020

Global Recovery Delayed, But Not Derailed 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Global Recovery Delayed, But Not Derailed."

gma-viewpoint-will-turkey-be-brazil
 
sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  Mar 01, 2020

A Multi-Asset ESG Solution 

Portfolio Solutions Group
A case study on how the Portfolio Solutions Group was able to put ESG practices to work on behalf of a newly established woman-led family office client of Morgan Stanley Wealth Management.

ESG-Case-Study-Insight-tile-1x1
 
global-fixed-income-bulletin news market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  Feb 29, 2020

It's All about Virus 

Global Fixed Income Team
It’s now clear the coronavirus pandemic will have a meaningful impact on the global economy. As long as the virus’s impact remains disruptive rather than destructive, we should be fine, eventually.

9820792_itsallaboutvirus_Insight-Tile-1x1
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  Feb 28, 2020

Why ESG in Fixed Income Investing? 

Joseph Mehlman
Portfolio Manager Joe Mehlman explores the beliefs underpinning the Global Fixed Income team's approach to ESG.

insight-esg-video_Tile-with-play
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  Feb 28, 2020  •  2:14 Min

Four Reasons to Incorporate ESG in Sovereign Bond Investing  

Jim Caron
Head of Global Macro Strategies Jim Caron discusses the potential benefits of using ESG in fixed income.

9806401_Tile-with-play
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  Feb 28, 2020

A Systematic Approach to ESG Integration  

Joseph Mehlman
Head of Credit Joe Mehlman explains how the team incorporates ESG factors in their investment process.

insight-asystematicapproachtoesg_Tile-with-play
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  Feb 28, 2020

ESG: An Essential Component to Securitized Assets  

Gregory Finck
Gregory Finck explains what makes securitized assets a natural fit for incorporating ESG principles.

insight-fixedincomeesgvideo_Tile-with-play
 
market-alert news market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  Feb 26, 2020  •  4:40 Min

Another Recession Scare? 

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
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  Feb 26, 2020

cPacket Networks Secures $15 Million Investment from Morgan Stanley Expansion Capital 

David N Miller, Pete Chung
cPacket Networks, a leading provider of network-aware application and security assurance solutions, announced it has completed a $15 million round of funding by Morgan Stanley Expansion Capital. The investment will be used to accelerate cPacket’s focus on product innovation and deployment of its broad range of high-performance network visibility products for the cloud, data center, and branch offices.

Expansion Capital Team - Private Equity - Insight Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  Feb 25, 2020

How to Read the Drop in U.S. Treasury Yields 

Jim Caron
The U.S. 10 Year has reached historic lows. Jim Caron explores what that could say about the state of the U.S. economy.

Fixed-Income-Team-Tile
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  Feb 24, 2020

Kristian Heugh featured in Bloomberg News 

Kristian Heugh
Kristian Heugh and his Asia Opportunity Portfolio were highlighted in Bloomberg News. The portfolio focuses on undervalued companies with low debt or net cash on their balance sheets, many of which are found in consumer sectors. Heugh says “with more than 800 million people emerging from poverty since market reforms began in 1978, China is an especially attractive hunting ground for these consumption names.”

wsj-insight-reprint-tile
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  Feb 24, 2020

Inflation Worries Premature 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Worries Premature."

insight-tile-GMA-Viewpoint
 
fixed-income Fixed Income page
Insight Article  •  Feb 21, 2020

Bond Yields Will Rise, But When?  

Jim Caron
U.S. bond yields have been declining for four decades. Jim Caron explores what could make the the next decade different.

9798425_Bond-yields-will-rise_Insight-Tile-1x1
 
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
Insight Article  •  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
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  Feb 12, 2020

Funds advised by Apax Partners to acquire Cadence Education from Funds advised by Morgan Stanley Capital Partners 

Aaron Sack, David N Miller, David Thompson
Funds advised by Apax Partners today announced they have reached an agreement to acquire Cadence Education, a leading provider of early childhood education in North America, from investment funds managed by Morgan Stanley Capital Partners (MSCP). The transaction is expected to complete in March 2020. Financial terms of the transaction were not disclosed.

Capital Partners - Insight Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  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
 
sustainable-investing private-credit-and-equity Private Credit & Equity page
Sustainable Investing  •  Feb 12, 2020

You Are Not Doing ESG Investing 

Vikram Raju
The frequent 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) and employ this frequently used term in its proper context.

insight_youarenotdoingESGinvesting_Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  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
 
2020-outlooks 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
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  Feb 03, 2020  •  4:26 Min

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
Insight Article  •  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
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  Jan 31, 2020

Applied Equity Advisors Monthly Commentary - January 2020  

Andrew Slimmon
Andrew Slimmon recaps 2019, highlighting the benefits of managing style-unconstrained strategies. Going into 2020 he acknowledges that the equity market is a complex beast, yet finds it remarkable how consistently it behaves relative to history.

AEA-2x1-tile
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  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
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  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
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  Jan 30, 2020

OpsRamp Secures Investment Led by Morgan Stanley Expansion Capital to Fortify Enterprise IT with a Single Platform for Digital Operations Management 

David N Miller, Pete Chung
OpsRamp, service-centric AIOps platform for hybrid enterprise IT operations, today announced the closing of its latest round of investment led by Morgan Stanley Expansion Capital, and with new investor Hewlett Packard Enterprise (HPE). OpsRamp will use the investment to grow and scale the industry’s first cloud-based platform for discovery, monitoring, and automation of hybrid, multi-cloud, enterprise environments.

Expansion Capital Team - Private Equity - Insight Tile
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  Jan 27, 2020

Comar Announces Acquisition of iMARK Molding 

James Howland, Aaron Sack, Mark Bye, David N Miller
Comar, a premier plastic packaging, dispensing, and medical device provider serving the Medical, Pharmaceutical, Consumer Healthcare, Personal and Home Care, Food and Beverage, and other niche market segments is thrilled to announce the acquisition of iMARK Molding, a custom contract manufacturer focused on serving the medical device industry.

Capital Partners - Insight Tile
 
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
Sustainable Investing  •  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.

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Insight 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.

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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.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  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.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  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.

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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.

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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.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  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.

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Slimmon's Market Alert  •  Dec 31, 2019  •  4 Min

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.

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Insight Video  •  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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  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
Insight Article  •  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.

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market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  Dec 04, 2019  •  4 Min

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.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  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.

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  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.

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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.

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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.

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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.

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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?

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active-fundamental-equity Active Fundamental Equity video
Insight Video  •  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.

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real-assets Real Assets page
Insight Article  •  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.

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market-pulse 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.

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market-pulse 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).

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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.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  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.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  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
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  Nov 13, 2019  •  4 Min

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
Insight Article  •  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.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  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.

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fixed-income Fixed Income page
Insight Article  •  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.

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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.

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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.

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Insight Article  •  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.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  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.

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market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  Oct 25, 2019  •  4 Min