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beat page
Webinar  •  Jul 16, 2024

The BEAT Quarterly Webinar – July 2024 

The quarter ahead and top asset allocation ideas from our investment specialists moderated by Miguel Vialba, Head of Investment Management Iberia.

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page
Insight Article  •  Jul 16, 2024

Look to securitized markets for alternative sources of yield 

Andrew Szczurowski, Gregory Finck
The impressive performance of corporate credit markets to start the year has prompted many investors to begin seeking out alternative sources of yield and total return in the global fixed income markets.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  Jul 16, 2024

Roller Coaster Continues as Elections Generate Volatility 

Fixed Income
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected inflation and increased market expectations of further rate cuts.What was the impact on fixed income markets? The Broad Markets Fixed Income team explains.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  Jul 11, 2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

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global-equity-observer page
Global Equity Observer  •  Jul 11, 2024

Independent thinking 

William Lock
While active versus passive is a well-worn debate, it needn’t be an either/or decision. We would argue there’s a strong case for both index investing and active management to co-exist in portfolios. While passive funds provide broad-based exposure and nimble, cheap access to tactical themes, there is still an opportunity to be selective – particularly given indices’ biases. When stock prices become disconnected from fundamentals, skilled stock pickers can take advantage if they have the luxury of a longer time horizon and a lopsided multiples-powered bull run still has momentum.

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Insight Video  •  Jul 10, 2024

High Yield Bonds: Three Things to Watch in Today’s Market (Video) 

Dónal Kinsella
Portfolio Manager Dónal Kinsella explains three key areas that high yield bond investors should consider and why a discerning approach to credit selection is key.

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beat page
Monthly  •  Jul 03, 2024

The BEAT - July 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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beat page
Mid-Year  •  Jul 03, 2024

Key Themes for the Second Half of 2024 

Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.

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Caron's Corner  •  Jul 03, 2024  •  6:09 Min

The BEAT for July – Our Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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sustainable-investing page
Sustainable Investing  •  Jun 30, 2024

Morgan Stanley’s Sustainable Finance Summit Digest 

Morgan Stanley’s 2024 Annual Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate topical issues related to sustainability.

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page
Media Appearance  •  Jun 28, 2024

Jim Caron on InvestmentNews: US Stocks Fully Valued, Look at Japan Instead 

Jim Caron
In a discussion with InvestmentNews, Jim Caron, Chief Investment Officer of the Portfolio Solutions Group, explains why he believes U.S. stocks may suffer a setback before year-end and that Japanese equities are currently his highest conviction overweight, one that offers attractive upside.

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Insight Article  •  Jun 26, 2024

Systematic Liquid Alternatives: A New Perspective On Alpha 

Kara O'Halloran
Learn why our Hedge Fund Team believes the shift in the alternative investment space has evolved alpha, and how multiple ARP strategies are critical components of systematic liquid alternatives.

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GLOBAL FIXED INCOME BULLETIN VIDEO  •  Jun 25, 2024

Video: Lost in the Forest 

Fixed Income Team, Broad Markets Fixed Income Team
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?

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Caron's Corner  •  Jun 24, 2024  •  5:55 Min

2H 2024: Chasing the White Rabbit, but Where Will it Lead Investors? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Consilient Observer  •  Jun 14, 2024  •  49:31 Min

Counterpoint Global’s Michael Mauboussin on Capital Allocators: Pattern Recognition and Public Markets 

Michael Mauboussin
Michael Mauboussin and Ted Seides discuss the recent Consilient Observer article on pattern recognition, including when it works and when it doesn’t. They then transition to discussing the changing nature of public markets, inspired by another of Michael’s recent research reports, Birth, Death, and Wealth Creation. They examine which companies have had the largest stock market capitalizations and how that population has changed.

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Takeaways & Key Expectations  •  Jun 14, 2024

Equity Market Commentary - June 2024 

Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon discusses earnings revisions as a major driver of stock performance this year and talks about the importance of using highly active managers and avoiding closet indexers.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  Jun 14, 2024

Lost in the Forest 

Broad Markets Fixed Income Team
Despite still high levels of growth and inflation (relative to targets), bond investors have become optimistic about future Fed policy. What is the impact on fixed income markets? The Broad Markets Fixed Income team explains.

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sustainable-investing engagement-report page
Engagement Report  •  Jun 13, 2024

Emerging Markets Equity Annual Stewardship Report 2024 

Eric Carlson, Dana Phillips, Candy Chao, Harrison Jamin
Our Emerging Markets Equity annual stewardship report illustrates our proactive engagement with portfolio companies to navigate operating landscapes and assist them in their growth. Discover how we initiate progress in the global energy transition, tackle regulatory challenges and encourage greater corporate transparency and disclosures, especially with regards to executive compensation issues.

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Insight Article  •  Jun 12, 2024

Growing Up and Out: The Impact of Aging Populations on Housing 

Morgan Stanley Real Estate Investing
While the fundamentals and investment thesis for senior housing are compelling, the subtleties of different care segments and the service-oriented nature of caring for elderly residents create operational risk, requiring a nuanced investment strategy and dedicated operating expertise.

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alternatives page
Alternatives  •  Jun 11, 2024

David Miller on Bloomberg Markets - Video 

David Miller
David Miller, Morgan Stanley Investment Management's Head of Global Private Credit & Equity, speaks on "Markets Today" from SuperReturn International. David speaks to some of the concern around the rapid growth of private market investments and explains why it's important to look upon that growth in the context of overall public market caps.

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India Opportunity  •  Jun 10, 2024

Webinar: India Opportunity 

Anil Agarwal, Emily Tsui
We believe India’s young demographic, along with its efforts to build digital, regulatory, financial and physical infrastructure over the last decade, will pave the way for growth acceleration over the next decade. Listen to the Global Opportunity team discuss where they find ideas based on the team’s bottom-up stock picking approach.

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Insight Video  •  Jun 07, 2024

Paying Resilience Forward: A Stock Story 

International Equity
Many of the companies that our International Equity team owns aren’t just resilient, but they develop products and services that help other companies build their resilience.

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beat page
Monthly  •  Jun 05, 2024

The BEAT - June 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Caron's Corner  •  Jun 05, 2024  •  7:04 Min

The BEAT for June – Our Key Themes and Top Trade Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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consilient-observer page
Consilient Observer  •  Jun 04, 2024

Stock Market Concentration: How Much Is Too Much? 

Michael Mauboussin, Dan Callahan
Stock market concentration has risen sharply over the past decade, creating a tough environment for active managers. In this report, we look at concentration over the past 75 years to see where we stand. We review which companies have been the largest and how that has changed. We ask if there is a correct level of concentration by studying other global markets and by presenting the possibility it was too low before. We then examine whether corporate performance supports the current increase.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  Jun 03, 2024

Poland’s Quiet Convergence 

Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.

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Media Appearance  •  May 31, 2024  •  26:28 Min

Morgan Stanley Capital Partners’ Rohanjit Chaudhry on BDO Private Equity PErspectives: Driving Impactful Growth Despite the High Cost of Capital 

Rohanjit Chaudhry
Rohanjit Chaudhry, Executive Director of Morgan Stanley Capital Partners, joined BDO Private Equity PErspectives podcast to discuss how private equity continues to approach economic challenges, like the current high cost of capital, through a lens of cautious optimism

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Insight Article  •  May 31, 2024

Active Bond Managers Show Their Worth in a Turbulent Decade 

Christopher Remington, Katie Herr, Jun Li
This paper features a new MSIM study that shows how actively managed fixed-income funds have outperformed passive funds over the past 10 years.

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Media Appearance  •  May 29, 2024

Lauren Hochfelder on Bloomberg Surveillance Radio 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Bloomberg Surveillance to discuss her outlook on commercial real estate and sectors where she sees potential opportunity.

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global-equity-observer page
Global Equity Observer  •  May 28, 2024

The importance of discipline in the long game 

Anton Kryachok
In a market obsessed with chasing the next big thing, we make sure that companies’ valuations look justified by the underlying fundamentals, building a portfolio of those rare companies with the ability to compound at a high and sustainable return over the long term. Because while multiples have accounted for 85% of returns this quarter, over 20 years this falls to 4%. Meanwhile, earnings growth counts for much more – as much as 71% over 20 years. Compounding requires discipline and patience.

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Caron's Corner  •  May 28, 2024  •  5:07 Min

Higher Risk, but Lower Volatility? We Are Tapping on the Brakes. . .for Now 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture page
Big Picture  •  May 21, 2024

Emerging Markets: Stepping Into the Spotlight 

Jitania Kandhari
In this updated report, read how Emerging Markets are driven by more than just China. Emerging Market Equities look attractive with higher growth, reduced debt, and lower inflation. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group and Head of Macro & Thematic Research, Emerging Markets explains.

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page
Media Appearance  •  May 16, 2024

Lauren Hochfelder on Yahoo Finance: Morgan Stanley's Top Real Estate Investing 'Megatrends' 

Lauren Hochfelder
Lauren Hochfelder on Yahoo Finance: Morgan Stanley's Top Real Estate Investing 'Megatrends'

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  May 13, 2024

All Not So Quiet on the Western Front 

Broad Markets Fixed Income Team
The shift in expectations for rate cuts was felt across the world as yields rose in both the developed and emerging markets. The Broad Markets Fixed Income Team explores the impact on investors.

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alternatives page
Article Reprint  •  May 10, 2024

How Morgan Stanley's David Miller dealt with stress 

David Miller
In this piece originally published by in Private Debt Investor, David Miller, Morgan Stanley's global head of private credit and equity discusses his background working for the Troubled Asset Relief Program, and the future ahead for Morgan Stanley Investment Management's private credit platform.

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page
Insight Article  •  May 09, 2024

A New Management Approach for a New Market Regime 

Portfolio Solutions Group
In this paper, the Portfolio Solutions Group explains how they counter adverse impact to returns in this new regime through a new management approach with the goal of achieving stable target returns.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  May 07, 2024

China Inc.: A Changing Mindset 

Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.

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beat page
Monthly  •  May 06, 2024

The BEAT - May 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Caron's Corner  •  May 06, 2024  •  6:17 Min

The BEAT for May – Our Key Themes and Top Ideas  

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-equity-observer page
Global Equity Observer  •  Apr 30, 2024

Compound interest 

Bruno Paulson
A combination of ebullient and concentrated markets makes for a challenging investment environment, particularly in relative terms. The International Equity team’s response is to continue to think in absolute terms, be fussy on both quality and valuation, and look to compound over the long run.

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sustainable-investing page
Sustainable Investing  •  Apr 30, 2024

2024 Stewardship Trends 

Robert Walker
As the 2024 proxy season kicks off, the Morgan Stanley Investment Management Global Stewardship Team highlights three key themes: Natural Capital and Biodiversity, Workers’ Rights, and Artificial Intelligence (AI) that we believe will be high on the agenda for investors.

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Takeaways & Key Expectations  •  Apr 29, 2024

Equity Market Commentary - April 2024 

Andrew Slimmon
In his April TAKE, Senior Portfolio Manager Andrew Slimmon discusses investor behavior as pertaining to the puzzling swell in money market fund assets, and what Applied Equity Advisors is focused on during this earnings season.

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Insight Article  •  Apr 24, 2024

Supply Chain Overhaul: How Shifting Demand within U.S. Markets and Product Types is Shaping a New Era for Industrial Investment  

Morgan Stanley Real Estate Investing
Industrial real estate is positioned to benefit from the next megatrend: the overhaul of global supply chains.

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consilient-observer page
Consilient Observer  •  Apr 23, 2024

Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals 

Michael Mauboussin, Dan Callahan
Most investors “price” the stocks of companies by using valuation multiples instead of “valuing” them based on future cash flows and fundamentals. We address what multiples miss and why they have become less informative. We examine how the two most popular multiples, P/E and EV/EBITDA, can provide different signals about a stock’s relative attractiveness. We then take a deep look at EV/EBITDA. We do not discourage the use of multiples, but users should understand the underlying value drivers.

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Tales From the Emerging World  •  Apr 22, 2024

Weaving India’s Future: A Tapestry of Green and Grey Energy 

Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.

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Caron's Corner  •  Apr 22, 2024  •  5:24 Min

Duration: Friend or Foe? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Media Appearance  •  Apr 17, 2024

Morgan Stanley Real Estate Investing: Lauren Hochfelder on CNBC's The Exchange - Video 

Lauren Hochfelder
Lauren Hochfelder discusses real estate opportunities and supply chain on CNBC's The Exchange.

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alternatives page
Article Reprint  •  Apr 17, 2024

Re-writing the Playbook on Alignment 

Nash Waterman
Amid today’s environment and ongoing growth in GP-led deals, rolling carry and putting additional capital at risk are no longer enough to guarantee alignment, says Morgan Stanley Investment Management’s Nash Waterman.

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Insight Video  •  Apr 16, 2024

Video: Fixed income Team Capabilities 

Global Opportunity
How can our full spectrum of fixed income solutions and specialized teams help navigate the curve and build a tailored portfolio?

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Caron's Corner  •  Apr 15, 2024  •  7:33 Min

Chips and Dip: Geopolitical Risk, Volatility and Value 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  Apr 10, 2024

We’ll take your word for it 

Broad Markets Fixed Income Team
Bonds seem to be much more attractive now than they were in early January. The Broad Markets Fixed Income Team explains.

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big-picture page
Big Picture  •  Apr 08, 2024

Big Picture - Return of the 60/40 

Jitania Kandhari
In 2022, the 60/40 portfolio suffered its worst loss since 1937, prompting many market participants to question its value. Analyzing 200 years of data, Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, evaluates the renewed relevance of the 60/40 portfolio.

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Big Picture  •  Apr 08, 2024

Video: Return of 60/40 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, examines the return of the 60/40 portfolio strategy in 2024.

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Media Appearance  •  Apr 04, 2024

See Laurel Durkay, CFA, on CNBC’s "The Exchange" Discussing Top Opportunities for REITs 

Laurel Durkay
Fundamentals remain very strong in many listed real estate sectors. Top opportunities in certain alternative sectors include seniors housing healthcare and data centers, which may benefit from secular themes driving demand for necessity-based real estate.

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Tales From the Emerging World  •  Apr 04, 2024

The Value-Up Recipe for Re-Rating Korea 

Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”

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beat page
Monthly  •  Apr 03, 2024

The BEAT - April 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Caron's Corner  •  Apr 02, 2024  •  8:23 Min

The BEAT for April: Our Top Themes - and One Major Allocation Change 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture video
Big Picture  •  Apr 01, 2024

Video: Oil. Underappreciated, Underinvested and Undervalued 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, believes oil is an underappreciated, underinvested and undervalued commodity in 2024.

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sustainable-investing page
Sustainable Investing  •  Apr 01, 2024

An equity approach that seeks to deliver an attractive return journey for clients 

Amay Hattangadi, Leon Sun, Jerry Peng
The Eaton Vance Equity Global Team seeks to illustrate the merits of a "sustainable" equity investing approach.

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global-equity-observer page
Global Equity Observer  •  Mar 26, 2024

Quality is worth the wait 

William Lock
From understanding how to pick great companies to the secret of longevity in the investment business, William Lock shares 10 lessons learned from 30 years of investing in high-quality companies that are able to sustainably compound capital over the long term—providing clients with attractive long-term returns.

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Caron's Corner  •  Mar 25, 2024  •  8:35 Min

Take a Walk on the Supply Side 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture video
Big Picture  •  Mar 21, 2024

Video: Ten Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Ten Key Themes for 2024.

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sustainable-investing page
Sustainable Investing  •  Mar 21, 2024

Cutting Through Labels’ Noise in the Sustainable Bond Market: The Merits of a Research-Driven Framework 

Fixed Income Team
The Fixed Income team actively engages with Green Bond market players to promote robust sustainable financing frameworks that help effectively catalyze capital towards environmentally and socially impactful projects, transparent disclosures, and reporting.

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Insight audio  •  Mar 19, 2024  •  38:57 Min

Lauren Hochfelder on Investment Wars: Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024? 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Investment Wars to discuss major disruptions and trends in the commercial real estate market.

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Insight Article  •  Mar 14, 2024

Managed Futures as a Potential Solution to Market Volatility 

Patrick T. Egan
In periods of volatility, investors may be looking for an alternative investment which may not only provide potential mitigation from the effects of market fluctuations, but also potentially capitalize on this increase in volatility.

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Global Fixed Income Bulletin  •  Mar 12, 2024

Decision Time 

Broad Markets Fixed Income Team
Yields were broadly higher across the globe in February, as market participants recalibrated their expectations for rate cuts this year. The Broad Markets Fixed Income Team explores the impact on markets.

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Takeaways & Key Expectations  •  Mar 07, 2024

Equity Market Commentary - March 2024 

Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts on recent market strength.

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Monthly  •  Mar 05, 2024

The BEAT - March 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Caron's Corner  •  Mar 05, 2024  •  6:58 Min

The BEAT for March: Top Ideas and Three Changes to Our Asset Allocations 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Media Appearance  •  Mar 01, 2024

Inside Saudi Arabia’s Plan to Move Past Oil, by Barron's Reshma Kapadia 

Amy Oldenburg
Morgan Stanley Investment Management’s Head of Emerging Markets Equity Amy Oldenburg was interviewed by Barron’s for their January cover story on investing in Saudi Arabia.

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Calvert  •  Mar 01, 2024

Parity Beyond the Boardroom: Closing Diversity Gaps in the Corporate Pipeline 

Calvert Research and Management
In the third paper of our gender diversity series, we discuss one of the top remaining global gender issues: the gap in the corporate “talent pipeline” – where gender and ethnic representation at the board and employee levels is much higher than at the executive and senior management levels.

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Consilient Observer  •  Feb 28, 2024

Cost of Capital and Capital Allocation: Investment in the Era of “Easy Money” 

Michael Mauboussin, Dan Callahan
We examine the counterintuitive behavior of U.S. public companies in the recent regime of “easy money” marked by below-average interest rates.

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Global Equity Observer  •  Feb 27, 2024

Driving Quality 

Bruno Paulson, Alistair Corden-Lloyd
Compounding is a powerful force—but what tells us whether a company might be a high quality compounder? We focus on return on operating capital employed (ROOCE) and gross margins. Companies with high ROOCE typically have high-margin and asset-light operations, while high gross margins generally reflect pricing power. These attributes indicate to us which companies are worth looking at more closely, and where we ought to be spending our time evaluating franchise durability.

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Big Picture  •  Feb 26, 2024

Big Picture: Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.

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Caron's Corner  •  Feb 20, 2024  •  6:17 Min

When Will Rising Bond Yields Matter for Stocks? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Tales From the Emerging World  •  Feb 20, 2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

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Sustainable Investing  •  Feb 16, 2024

ESG Update 

Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual update on integrating ESG within the investment process, the carbon intensity of the portfolios and company engagement activity.

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Global Fixed Income Bulletin  •  Feb 15, 2024

Bonds Take a Breather? 

Broad Markets Fixed Income Team
After the bond market’s stunning fourth quarter performance it was not much of a surprise that bond yields went up. Where do they go from here? The Broad Market Fixed Income Team explores.

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Insight Article  •  Feb 15, 2024

The Merits of Hedge Fund Co-Investments 

Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.

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Insight Article  •  Feb 10, 2024

Managed Futures: A Primer 

Srdjan Teslic, Patrick T. Egan
In this primer, we provide a fundamental overview of managed futures investment strategies. What are managed futures and how are they differentiated from other strategies?

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Takeaways & Key Expectations  •  Feb 08, 2024

Equity Market Commentary - February 2024 

Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts as we commence 2024.

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Opportunity Optimum  •  Feb 07, 2024

The India Opportunity 

Kristian Heugh, Anil Agarwal, Marc Fox, Emily Tsui
The Global Opportunity Team believes India offers an attractive hunting ground to find ideas that meet our criteria for long-term value creation and explains the broad areas where we see opportunities.

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Monthly  •  Feb 06, 2024

The BEAT - February 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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Caron's Corner  •  Feb 05, 2024  •  5:48 Min

The BEAT Monthly: Our Top Four Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Big Picture  •  Feb 05, 2024

Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.

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Media Appearance  •  Feb 02, 2024

See Laurel Durkay on CNBC's "The Exchange" discussing how REITs can benefit from AI 

Laurel Durkay
Sometimes overlooked, but a wildly important beneficiary of advancements in the adoption of artificial intelligence, is the data center real estate sector. In fact, Laurel calls now a “transformational moment” for data centers and reveals her top investment ideas for the space on CNBC’s "The Exchange."

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Engagement Report  •  Feb 02, 2024

Engage Winter 2023 

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

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Insight Article  •  Feb 01, 2024

Global Listed Real Estate: A Year in Review and Year-Ahead Outlook 

Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, provides thoughts on 2023 REIT performance, current opportunities, and how REITs may benefit from secular themes driving demand for real estate.

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Insight Article  •  Feb 01, 2024

The Founder Advantage: Finding Alpha in Middle-Market Private Equity 

Aaron Sack, Patrick Whitehead
In the increasingly crowded private equity sector, we believe that the middle market can be a differentiated source of alpha—especially for companies with founder involvement. But we believe that generating alpha in the middle market requires a manager with specialized capabilities, a rigorous due diligence approach, and a proven playbook for creating value in the sector. Such expertise becomes even more crucial when partnering with entrepreneurs and business founders.

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