Market Outlook
Apr 20, 2018
Jim Caron provides his review of the first quarter of 2018 and his outlook on market opportunities.
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GLOBAL EQUITY OBSERVER
Apr 16, 2018
The International Equity Team welcomes the return of market volatility and suggests the relative certainty of high-quality companies doesn’t look expensive.
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Global Fixed Income Bulletin
Apr 13, 2018
The Global Fixed Income team discusses how January felt like Golidlock’s conditions for markets, but March brought the three bears of risk—trade war, rising short-term rates and FANG stocks.
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Market Outlook
Apr 06, 2018
As the global economy continues to improve, emerging markets (EM) are converging with developed markets. In aggregate, we expect their reasonable valuations, healthy risk premiums and stable inflation to drive EM outperformance.
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Investment Insight
Mar 31, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Regime Shift: The End of Free Money.”
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Connecting the Dots
Mar 28, 2018
An inescapable fact of being a relative return fund manager is that performance is measured relative to a benchmark index. Our Indian Equity team reveal the tell-tale symptoms of underperformance and how to contend with it.
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Macro Insight
Mar 26, 2018
India's economy is showing green shoots of recovery following the ambitious reforms of 2016-2017. We discuss why we believe this could be an opportune time to position in India.
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Investment Insight
Mar 23, 2018
The International Equity Team outlines their strategy for investing in developed foreign markets; combining High Quality Compounders with Value Opportunities.
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Investment Insight
Mar 21, 2018
The International Equity Team’s Laura Bottega poses some topical questions about the team's Global Franchise and Global Quality Strategies to portfolio manager Bruno Paulson.
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GLOBAL EQUITY OBSERVER
Mar 21, 2018
A liquidity crisis may cause pain but might also offer potential investment opportunities, says the International Equity Team’s Dirk Hoffmann-Becking.
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Global Fixed Income Bulletin
Mar 15, 2018
The Global Fixed Income team discusses how the current market is complicated and the ride is likely to be bumpier than last year, but they believe positive growth fundamentals will prevail.
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Media Appearance
Mar 08, 2018
Jim Caron appeared on Bloomberg to discuss what he sees as the markets overreaction to Gary Cohn's exit.
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Investment Insight
Mar 07, 2018
While long-term correlations between stocks and managed futures are close to zero, shorter-term correlations between the two can reach much higher values. It can be difficult to stay focused on long-term relationships amid statistical noise. However, if an investor maintains a long-term perspective, managed futures can be a valuable component of a well-diversified portfolio.
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Market Report
Mar 01, 2018
The Global Emerging Markets Team describes how environmental, social, and governance (ESG) issues are integrated into their investment process.
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Media Appearance
Feb 28, 2018
Jim Caron appeared on Bloomberg to discuss volatility, markets and Federal Reserve Chairman Jerome Powell’s testimony to Congress.
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Market Outlook
Feb 28, 2018
The dramatic market correction in February confirmed the surprises we predicted in inflation and volatility. We assess what this might mean for the rest of 2018, as investors can expect continued global economic growth and the likely end of secular stagnation.
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February 2018 Commentary
Feb 28, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the February 2018 Monthly Commentary.
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Investment Insight
Feb 28, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: "The Case for a U.S. Dollar Rally."
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Investment Insight
Feb 20, 2018
While alternative risk premia have existed for some time—and have long been used by hedge funds—they have only recently begun to be evaluated by a broad swath of investors. Given the growth of investor interest in this space, we thought it timely to share our insights on what constitutes effective due diligence.
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Global Fixed Income Bulletin
Feb 14, 2018
The Global Fixed Income team discusses how the low-rate, low-volatility environment may be coming to an end and how the new range and speed of adjustment for yields may be key to market performance.
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Global Equity Observer
Feb 13, 2018
Following February’s market turbulence, the International Equity Team considers the ongoing tug-of-war between bulls citing global growth and bears arguing monetary policy and politics.
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Investment Insight
Jan 31, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “A New Hope: From Stagnation to Growth in South Africa”
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Manager Q & A
Jan 15, 2018
William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long standing, successful global investment strategy.
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2018 Mid-Month Market Commentary
Jan 15, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the January 2018 Mid-Month Market Commentary.
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Connecting the Dots
Jan 11, 2018
Swanand believes India is one of the few places in the world that is a fertile ground for bottom-up work and has the potential to reward the patient stock picker.
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Market Outlook
Jan 11, 2018
Jim Caron provides his outlook for 2018 and offers his insights into how the active management style of the Global Fixed Income Opportunities fund can take advantage of market trends.
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Global Fixed Income Bulletin
Jan 09, 2018
The Global Fixed Income team provides their outlook for global fixed income in 2018 and how a focus on alpha is likely to be a large driving force of performance.
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Market Outlook
Jan 05, 2018
The Global Emerging Markets Team discusses emerging markets (EM) and the approach they use to incorporate environmental, social, and governance (ESG) factors into their process for picking sustainable countries and companies to invest in.
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Media Appearance
Jan 04, 2018
Jim Caron discusses the difference between tightening and increasing interest rates with CNBC’s Rick Santelli.
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Market Outlook
Jan 02, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the 2018 Equity Market Outlook commentary.
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Investment Insight
Jan 01, 2018
The field of behavioral finance has shown that emotions and past experience play a role in our investment decisions. Even professional money managers are subject to emotional decision making and subconscious biases. Being aware of this and constructing mitigating safeguards is critical for both professional money management and individual investing. In this paper, Morgan Stanley Investment Management’s Managed Futures Team offers suggestions to help investors reduce emotionalism when investing.
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Market Outlook
Dec 31, 2017
Morgan Stanley’s European Equity Team discusses whether it is time to become more bearish in 2018.
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GLOBAL EQUITY OBSERVER
Dec 31, 2017
The International Equity Team reflects on 2017 and discusses why they will keep a close eye on risk in 2018, and why high-quality companies remain the best relative bet.
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Market Outlook
Dec 31, 2017
Three possible surprises for investors are on our radar for 2018: a monetary policy surprise; an inflation surprise; and a volatility surprise. With the global economy running at full steam, the market may not be fully prepared for them.
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Investment Insight
Dec 31, 2017
MSIM's Global Multi-Asset Team discusses their investment views in the latest viewpoint: "After Goldilocks in 2017, the Great Reversal in 2018?"
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Global Fixed Income Insights
Dec 18, 2017
The Emerging Markets Debt Team discusses their outlook for the 2018 and why there is a case for medium-term optimism.
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Global Fixed Income Bulletin
Dec 13, 2017
The Global Fixed Income team discusses how even though markets have run a long way, and future returns are likely to be more modest, the current environment is likely to continue in 2018.
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MARKET OUTLOOK
Dec 13, 2017
Morgan Stanley’s European Equity Team discusses its outlook for the European equity asset class in 2018.
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GLOBAL FIXED INCOME INSIGHTS
Dec 08, 2017
Jim Caron reviews how politics, regulation and policy have become more dominant factors in driving asset prices, and how we may need a new way to value assets.
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Global Fixed Income Insights
Dec 08, 2017
Jim Caron discusses the key takeaways from the U.S. Federal Reserve and European Central Bank recent meetings.
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Investment Insight
Dec 01, 2017
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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Market Outlook
Nov 30, 2017
Morgan Stanley’s European Equity Team discusses fiscal policy and inflation trends within the European market landscape.
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Investment Insight
Nov 30, 2017
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “China Cyclical Downturn in 2018."
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SUSTAINABILITY INSIGHT
Nov 30, 2017
William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long standing, successful global investment strategy.
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Market Outlook
Nov 30, 2017
Behind the scenes, Japan’s corporate governance reform has been hitting the mark, leading to higher Return on Equity. Europe’s governance scores have also improved, while the U.S. shows some notable exceptions.
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GLOBAL EQUITY OBSERVER
Nov 29, 2017
The International Equity Team explains why capable company management is key, and why they believe good governance is even more important in high-quality companies.
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Global Fixed Income Bulletin
Nov 06, 2017
The Global Fixed Income team discusses how it may be time to be more selective in the fixed income markets and how security selection will be important.
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Investment Insight
Nov 03, 2017
Interested in the long-term investment opportunities that might arise from disruption? Watch these emerging trends in the coming decade, says the MSIM Growth Team.
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Investment Insight
Oct 31, 2017
"MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Canada’s Housing Becoming a Drag on the Economy”.
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GLOBAL EQUITY OBSERVER
Oct 30, 2017
With recovery in Japan underway, the International Equity Team asks whether the Japanese government’s efforts to bring about change offers investors high-quality opportunities today.
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Investment Insight
Oct 27, 2017
Jim Caron reviews the third quarter of 2017 and offers his insights into how the active management style of the Global Fixed Income Opportunities fund can take advantage of market trends.
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Market Outlook
Oct 23, 2017
A number of storm fronts are forming off the coast of what is otherwise a sunny economic environment, from rising rates to debt and politics. Investors need to have a plan for taking shelter.
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Sustainability Insight
Oct 04, 2017
MSIM appreciates that ESG factors can impact long-term performance. With strong support from our Corporate Governance team, our managers incorporate a deep understanding of ESG into their analysis.
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Investment Insight
Oct 02, 2017
While equity markets and other asset prices have generally retraced their declines in the years following the Global Financial Crisis, the fear of another sharp downturn has yet to subside. The terms crisis alpha and crisis risk offset describe a group of strategies that seek to perform well in the event of an equity market collapse. Allocation to such non-correlated strategies has the potential to dampen the impact of equity market volatility and enhance expected risk-adjusted returns.
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Market Outlook
Oct 02, 2017
The Global Emerging Markets Team discusses emerging markets (EM) and the strategic advantages of investing in EM small caps; where it fits in a global allocation and the potential of dedicated managers to generate higher excess returns.
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Investment Insight
Sep 30, 2017
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “The Fed’s Shifting Reaction Function.”
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Investment Insight
Sep 30, 2017
Managed futures and hedge funds have been broadly available for 30 years and 20 years respectively. With these long track records, we can analyze the historical relationship between the two and use that information to integrate them into portfolios with confidence
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Investment Insight
Sep 30, 2017
By extending an academic study to global and international growth equities, the Global Opportunity Team shows that high active share portfolios have outperformed.
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Market Outlook
Sep 30, 2017
Andrew Slimmon from the Applied Equity Advisor’s Team discusses his thoughts and views in the latest commentary for September 2017
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Global Equity Observer
Sep 30, 2017
In focusing on right-wing populism, are markets failing to notice the threat posed by the left? The International Equity Team explains their increased vigilance given political uncertainty.
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Global Fixed Income Insights
Sep 27, 2017
The Global Fixed Income Team discusses current market volatility and how it may be time to consider buying volatility cheap through convertible bonds.
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Macro Insight
Sep 27, 2017
William Lock explains why he believes a company’s intangible assets are integral to achieving sustainably high returns.
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Macro Insight
Sep 22, 2017
Despite the relative quiet in recent weeks, we expect the standoff between the U.S. and North Korea to escalate before it is resolved, and think it is prudent to put in defensive positions and reduce exposures to volatility and higher-risk areas.
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Media Appearance
Sep 21, 2017
Jim Caron discusses the Federal Reserve's recent statement.
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Global Fixed Income Bulletin
Sep 14, 2017
The team discusses how with fundamentals and monetary policy stable, political noise has become the main source of market volatility.
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Global Fixed Income Insights
Sep 14, 2017
The Emerging Markets Debt team discusses their analysis of who really gets hurt if the U.S. exits the North American Free Trade Agreement (NAFTA).
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Global Fixed Income Insights
Sep 01, 2017
Jim Caron discusses his point of view on the possible U.S. government shutdown and debt ceiling.
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Investment Insight
Aug 31, 2017
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Reports of Inflation’s Death Have Been Greatly Exaggerated”.
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Global Equity Observer
Aug 31, 2017
Playing the yin and yang of the risk-off/risk-on trade no longer seems to work. The International Equity Team explains why short-term price volatility may offer potential long-term opportunities.
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Connecting the Dots
Aug 31, 2017
Swanand and Amay explain why investing money in index-tracking ETFs may make one “penny wise and pound foolish".
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Investment Insight
Aug 31, 2017
The Growth Team researches autonomous vehicles, which use a suite of sensors, actuators and a central computer to "perceive" the environment and automate the driving process. This technology could change our conception of personal transportation.
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Macro Insight
Aug 17, 2017
Data privacy and security, within the Social pillar of ESG concerns, can translate into tangible value as the fast-evolving cyber-environment disrupts industries and creates opportunities worldwide.
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Investment Insight
Aug 15, 2017
Dennis Lynch, Head of Growth Investing at Morgan Stanley Investment Management, recently sat down with Barron's to discuss his bottom-up market view and why he isn't concerned with the short-term.
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Aug 11, 2017
Andrew Harmstone and Christian Goldsmith talk about how evaluating companies in terms of governance can help identify risks.
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Global Fixed Income Bulletin
Aug 11, 2017
The team discusses current monetary policy, the impending end of its accommodative stance and the role of central banks in this environment.
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Macro Insight
Aug 01, 2017
An entire industry’s demise was attributable to breaches of environmental standards, says Andrew Harmstone.
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Macro Insight
Jul 31, 2017
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “The Bull Case for Sterling”.
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GLOBAL EQUITY OBSERVER
Jul 31, 2017
Tobacco has long been a steady compounder, even in the face of regulatory pressure. In this piece, the International Equity Team discusses what the FDA’s latest announcement may mean for the industry.
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Macro Insight
Jul 31, 2017
This summer, investors briefly fell in love with the bond market, enchanted by a misunderstanding of the relationship between growth, inflation, productivity and wage growth.
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Market Outlook
Jul 28, 2017
Jim Caron reviews the first half of 2017 and offers his insights into how the active management style of the Global Fixed Income Opportunities fund can take advantage of trends in the second half of the year.
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Media Appearance
Jul 27, 2017
Jim Caron examines market reaction to the Federal Reserve’s take on inflation in its June statement.
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Announcement
Jul 18, 2017
Morgan Stanley Investment Management, in partnership with the Morgan Stanley Institute for Sustainable Investing, today announced an important milestone in its ongoing commitment to sustainable investing with the launch of the Investment Management Sustainable Investing Council.
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Sustainability Insight
Jul 17, 2017
Christian Goldsmith talks about how companies’ reputations, risk profiles and returns are influenced by their track records in environmental, social and governance (ESG) issues.
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Global Fixed Income Bulletin
Jul 13, 2017
The team discusses the first half of 2017 and how central bank policies to remove accommodation will play a role in the second half of 2017.
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Sustainability Insight
Jul 10, 2017
Andrew Harmstone and Christian Goldsmith discuss why ESG factors now play a prominent role in their investment process.
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Macro Insight
Jun 30, 2017
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “What Comes After Australia’s Housing Boom?”
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GLOBAL EQUITY OBSERVER
Jun 30, 2017
The International Equity Team discusses how the move of a well-known online retailer into grocery may impact Staples companies and the importance of investing in those companies considered to be less vulnerable to disruption.
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Macro Insight
Jun 23, 2017
Andrew Harmstone shares his views on key opportunities and risks across equities, bonds, emerging markets and oil-producing nations.
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Media Appearance
Jun 19, 2017
Jim Caron discusses pricing risk, tightening cycles and the yield curve with CNBC's Rick Santelli.
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Macro Insight
Jun 15, 2017
Comparing presidential turmoil in the U.S. and Brazil, we find political risks can trigger extreme short-term volatility. Whether this is an opportunity or a risk depends on the health of the economy.
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Media Appearance
Jun 15, 2017
Jim Caron discusses how emerging markets fixed income has winning characteristics for the current market environment.
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Global Fixed Income Bulletin
Jun 15, 2017
The team discusses its outlook for third-quarter 2017 and how politics continue to be a distraction rather than a problem.
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Macro Insight
Jun 12, 2017
The world’s third largest economy is fundamentally dependent on the world’s two largest – U.S. and China. Oil prices play a role, too.
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Investment Insight
Jun 09, 2017
Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.
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Global Fixed Income Insights
Jun 07, 2017
Jim Caron discusses his point of view on the volatility politic and why it is important to trade the noise, but invest with the fundamentals.
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Macro Insight
Jun 02, 2017
Where can investors find yields that keep pace with inflation? Andrew Harmstone has some specific suggestions.
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Macro Insight
Jun 01, 2017
Prospects for emerging markets vary, says Andrew Harmstone. Considerations include their reliance on manufacturing vs. raw materials and, importantly, whether or not they are tied to the U.S. dollar.
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Global Equity Observer
May 31, 2017
Morgan Stanley’s International Equity team discusses potential winners and losers within Information Technology, and why Software and Services is an interesting source of high-quality compounders.
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Media Appearance
May 19, 2017
Rui De Figueiredo, Chief Investment Officer and Co-Head of the Solutions & Multi-Asset Group, shares his views in the P&I Multi-Asset Investing Supplement
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Macro Insight
May 19, 2017
The era of quantitative easing (QE) – the life support offered by central banks since 2008 – may soon come to an end.
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Media Appearance
May 18, 2017
Rui De Figueiredo, Co-Head and Chief Investment Officer of the Solutions & Multi-Asset Group for Investment Management appeared on Bloomberg TV and discussed market volatility, equity valuations and his investment strategy.
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Macro Insight
May 11, 2017
Jim Caron discusses his views on the current low volatility environment.
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Global Fixed Income Bulletin
May 10, 2017
The team discusses the recent French elections as well as proposed tax plan and regulatory changes in the U.S.
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GLOBAL EQUITY OBSERVER
Apr 30, 2017
Consumer Staples has always been a core part of the team’s portfolios, but life has become more complex in Staples-land. The International Equity Team explains why predictability has value in this uncertain world.
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Investment Insight
Apr 28, 2017
The Growth Team examines machine learning, a new way to train computer systems to generate useful insights from data sets and apply those insights to new situations. This form of artificial intelligence has the potential to breed new industries and create efficiencies in existing ones.
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Investment Insight
Apr 26, 2017
As the Trump Administration approaches the 100-day milestone, Morgan Stanley Investment Management’s senior investment leaders discuss how the President’s policy agenda is affecting their outlook on global equity, fixed income and listed infrastructure markets.
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Macro Insight
Apr 25, 2017
Bruno Paulson explains why consumer staples performance is more about earnings than interest rates.
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Sustainability Insight
Apr 17, 2017
A wave of creative destruction is transforming the energy sector. The transition may position the 'environmental' component of ESG factors as a significant driver of economic growth.
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Investment Insight
Jan 25, 2017
The Growth Team analyzes clustered regularly interspaced short palindromic repeats (CRISPR), a new tool for genetic research that allows scientists to locate specific segments of DNA and then replace or delete those segments. For investors, it has the potential to birth new industries and disrupt existing medical treatments.
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Sustainability Insight
Jan 09, 2017
ESG factors are integral to assessing the quality of a company. A holistic approach to sustainability may help minimize risk events and identify opportunities characterized by competitive advantages.
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Investment Insight
Jun 30, 2016
High quality companies have the ability, and habit, of generating high and consistent returns on operating capital, which leads to strong free cash flow and the ability to compound over the long term.
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Video
Mar 01, 2016
Kristian Heugh defines the key differentiators and core values of his team’s investment process, focusing on competitive advantage and quality companies able to create value through growth.
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Investment View
Dec 29, 2015
Nic Sochovsky, a portfolio manager on the International Equity Team, discusses the team’s significant exposure to what they consider high-quality Consumer Staples.
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