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Market Pulse
• Nov 19, 2019
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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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Sustainability Insight
• Nov 14, 2019
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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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Market Outlook
• Nov 14, 2019
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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.
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Market Alert
• Nov 13, 2019
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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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Macro Insight
• Nov 08, 2019
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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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Macro Insight
• Nov 08, 2019
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Laura Bottega
In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.
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Market Insights
• Oct 30, 2019
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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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Macro Insight
• Oct 25, 2019
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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
• Oct 25, 2019
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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.
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Market Outlook
• Oct 22, 2019
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Christian Roth
The direction and magnitude of interest rate moves over the past year has been truly breathtaking. Chris Roth discusses the catalysts for these changes.
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Sustainability Insight
• Oct 22, 2019
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International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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Global Fixed Income Bulletin
• Oct 17, 2019
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Global Fixed Income Team
What three principle reasons led to the sell-off in September and how have they impacted our positioning? The Global Fixed Income Team discusses.
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Investment Insight
• Oct 16, 2019
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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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Investment Insight
• Oct 16, 2019
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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.
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Macro Insight
• Oct 14, 2019
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Andrew Harmstone,
Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Investment Insight
• Oct 14, 2019
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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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Sustainability Insight
• Oct 10, 2019
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Jim Caron,
Teal Emery
As environmental, social and governance (ESG) factors become more broadly incorporated into investment decision-making, sovereign fixed income investors are grappling with the best way to benchmark and quantify these factors across a diverse group of countries. Morgan Stanley Investment Management has developed what we consider to be a better approach.
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Macro Insight
• Oct 03, 2019
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Jitania Kandhari
Those who see the opportunity in emerging markets want to know, how much should we own? We discuss three approaches that look at the ideal emerging market allocation.
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Macro Insight
• Oct 03, 2019
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Jitania Kandhari
Which countries do we think are worth owning in emerging markets? Those that can thrive in the age of the three D’s—deglobalization, depopulation and deleveraging.
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Macro Insight
• Oct 03, 2019
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Jitania Kandhari
Why invest in emerging markets? After falling out of fashion, we think emerging markets are poised to be rediscovered in the next decade.
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Investment Insight
• Oct 01, 2019
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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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Macro Insight
• Sep 30, 2019
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Andrew Harmstone
The global auto industry has recently experienced a disruptive slide where registrations, demand and production have all slumped across the world. Have we hit “Peak Car“—or just some bumps in the road?
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GLOBAL EQUITY OBSERVER
• Sep 30, 2019
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Vladimir Demine,
William Lock,
Bruno Paulson
Why engage? To get the full story. The International Equity team discusses what’s driving change for consumer staples and plastic.
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Global Equity Observer
• Sep 27, 2019
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Marcus Watson
Where can you find high quality investments in the health care sector? Marcus Watson from our International Equity Team shares his views.
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Macro Insight
• Sep 26, 2019
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Andrew Slimmon
Although many investors have become more tentative, they could be overlooking two big factors for 2020—improving earnings and a possible election year surge for the economy.
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Market Outlook
• Sep 25, 2019
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Andrew Slimmon
Markets have experienced a series of “recession scares.” Yet Andrew Slimmon maintains that the U.S. stock market will break out during the fourth quarter of 2019, with the S&P 500 ending the year well north of 3,000.
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Global Fixed Income Bulletin
• Sep 20, 2019
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Global Fixed Income Team
Why have government bonds and other fixed income assets prevailed in the current market environment while other sectors and asset classes have struggled?
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Market Pulse
• Sep 16, 2019
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Jim Caron
The ECB's recent actions have put pressure on the Fed to take some action of their own. Jim Caron from the Global Fixed Income Team shares his views.
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Investment Insight
• Sep 11, 2019
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Mark van der Zwan,
Patrick Reid
In much the same way that long-only investors have considered “passive” investing as a way to adjust their exposures efficiently and to reduce cost, alternatives investors have begun to explore systematic and index-based solutions—such as “alternative risk premia”—as a way to achieve those same objectives. In this paper, we seek to introduce the concept of alternative risk premia, explain how investors can access them, and present the potential benefits and drawbacks associated with them.
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Sustainability Insight
• Sep 09, 2019
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Bruno Paulson
Bruno Paulson discusses how regulatory and technological change has made environmental and social concerns even more important than before.
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Sustainability Insight
• Sep 05, 2019
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Marcus Watson
Understanding the connection between ESG and performance can positively impact employee recruitment, retention and engagement, says the International Equity Team’s Nathan Wong and Richard Perrott.
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Macro Insight
• Sep 04, 2019
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Andrew Harmstone,
Manfred Hui
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Sustainability Insight
• Sep 04, 2019
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Nic Sochovsky
How can a company differentiate itself? Get its environmental and social policies right. The International Equity Team’s Nic Sochovsky explains.
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Sustainability Insight
• Sep 03, 2019
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International Equity Team
Global Sustain is a high-quality, low carbon portfolio using bottom-up fundamental analysis and active engagement with company management.
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Macro Insight
• Sep 03, 2019
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Global Liquidity Team
Managing cash is becoming increasingly complex. Our Global Liquidity Solutions is uniquely positioned to help you navigate the challenges and opportunities ahead.
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Sustainability Insight
• Sep 02, 2019
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Alex Gabriele
Vladimir Demine discusses how certain compensation scheme practices – such as earnings adjustments – may be red flags.
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Macro Insight
• Aug 31, 2019
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Cyril Moulle-Berteaux,
Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Gold Bull Market to Continue.”
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Sustainability Insight
• Aug 30, 2019
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Marcus Watson
Marcus Watson discusses how innovative health care companies can use science and technology to address health needs within communities.
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Sustainability Insight
• Aug 29, 2019
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Laura Bottega
What does material mean? Laura Bottega discusses the factors that may influence the sustainability of returns.
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Media Appearance
• Aug 29, 2019
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Andrew Slimmon
Andrew Slimmon joined the CNBC "Squawk Box" to discuss the possibility of a recession and the markets.
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Sustainability Insight
• Aug 28, 2019
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Vladimir Demine
Vladimir Demine explains how a company's attention to plastic consumption may not only benefit the environment, but also create opportunities to differentiate itself.
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Macro Insight
• Aug 27, 2019
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Andrew Harmstone
Tariffs applied during the U.S.-China trade war have paradoxically not raised U.S. inflation. In our latest insight, Tug-of-War: We examine the tug-of-war pitting the direct inflationary effects of tariffs against the indirect deflationary impact of other forces at play.
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Global Equity Observer
• Aug 23, 2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Should equity investors be worrying about multiple threats? Bruno Paulson talks earnings and multiples.
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Market Pulse
• Aug 21, 2019
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Jim Caron
It is time for the Fed to get proactive. Jim Caron from the Global Fixed Income team shares his views.
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Media Appearance
• Aug 20, 2019
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Brian Weinstein
Brian Weinstein joins Rick Santelli to discuss monetary and fiscal stimulus around the world.
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Global Fixed Income Bulletin
• Aug 19, 2019
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Global Fixed Income Team
We were set for a quiet August, but financial markets had other plans. The Global Fixed Income Team believes this change of events should be taken seriously.
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Media Appearance
• Aug 13, 2019
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Brian Weinstein
Brian Weinstein joined Bloomberg Surveillance to discuss how politics around the world are impacting markets.
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Media Appearance
• Aug 13, 2019
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Michael Kushma
Michael Kushma joined Bloomberg "The Open" to discuss fears of a global recession.
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Christian Roth
The U.S. fixed income market is less than half of the global fixed income market. Chris Roth of the Global Fixed Income Team discusses the importance of considering international fixed income investments.
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Macro Insight
• Aug 05, 2019
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Andrew Slimmon
Why were recent stock markets at all-time highs? Andrew Slimmon details the underpinnings of those markets and his outlook on what's next.
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MEDIA APPEARANCE
• Aug 01, 2019
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Dennis Lynch
Dennis Lynch and two Counterpoint Global funds were highlighted in The Wall Street Journal’s latest quarterly Winners’ Circle. Dennis discusses the team’s recent strategy of de-emphasizing big tech businesses and identifying opportunities in smaller and midsize companies.
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Market Pulse
• Aug 01, 2019
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Jim Caron
The Fed may have made a mistake in deciding to cut rates by only 25bps. Jim Caron of the Global Fixed Income Team shares his views.
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Media Appearance
• Jul 26, 2019
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Jim Caron
Jim Caron joins Bloomberg Markets: The Open to examine U.S. economic growth in the second quarter.
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Macro Insight
• Jul 26, 2019
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Gary Cheung
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.
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Market Pulse
• Jul 25, 2019
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Anton Heese
The ECB changes course and gets ready to announce a package of easing measures. The Global Fixed Income team shares their views on what’s to come.
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Media Appearance
• Jul 25, 2019
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Andrew Slimmon
Andrew Slimmon joined the CNBC “The Exchange” team to discuss the current state of the markets. He shares his view that equity markets may suggest a stronger economy in the future.
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Macro Insight
• Jul 25, 2019
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Portfolio Solutions Group
Should you be considering markets outside of the U.S.? Our professionals review the opportunities and challenges of international diversification.
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Press Release
• Jul 23, 2019
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John Moon,
David N Miller,
Robert Lee
Presidio Investment Holdings LLC announced today that it has completed its acquisition of all the oil and natural gas producing properties in the western Anadarko Basin of Texas, Oklahoma, and Kansas from Apache Corporation and its affiliates (NYSE: APA). Presidio Petroleum is a portfolio company majority owned by investment funds managed by Morgan Stanley Energy Partners, the energy private equity business of Morgan Stanley Investment Management.
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Media Appearance
• Jul 22, 2019
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Andrew Slimmon
What is in store for emerging markets? Ruchir Sharma shares his views on CNBC's "Closing Bell."
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Market Outlook
• Jul 19, 2019
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Jim Caron
We see a positive second half of the year for fixed income, with mortgages as our favorite area of opportunity. Jim Caron shares his views.
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Global Equity Observer
• Jul 19, 2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.
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Macro Insight
• Jul 18, 2019
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Andrew Harmstone,
Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
• Jul 18, 2019
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Andrew Harmstone
The high usage and scarcity of water have become consequential issues not only for human health, but for the global economy. A lot of economic activity is reliant on water—a lot of water. We review the interconnectedness of the world’s water issues, illustrates the impact of water stress on important industries and encourage investors to consider water issues when making decisions.
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Global Fixed Income Bulletin
• Jul 17, 2019
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Global Fixed Income Team
Central Banks seem poised to do all in their power to keep the expansion rolling. The Global Fixed Income team shares their review of the first half of 2019 and their outlook for the second half.
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Market Outlook
• Jul 16, 2019
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Andrew Slimmon
The stock market is hovering around its all-time high, yet investor bullishness is surprisingly low. Andrew Slimmon argues that the stock market is a forward predictor, and that despite a summer correction, the S&P 500 will be well above 3,000 by year end.
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Media Appearance
• Jul 11, 2019
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Jim Caron
Jim Caron joins "Bloomberg Markets: The Open" to examine whether or not the market rally is coming to an end.
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Investment Insight
• Jul 11, 2019
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Aaron Sack
Private equity investing has evolved. The next chapter focuses on transforming
portfolio companies into category-leading platforms.
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Market Pulse
• Jul 11, 2019
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Jim Caron
The Fed could cut rates by 50 basis points this month rather than the expected 25. Jim Caron of the Global Fixed Income Team shares his views on why this could happen.
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Market Outlook
• Jul 09, 2019
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Andrew Slimmon
With volatility at low levels this rally, investors shouldn't be surprised by a summer sell-off. Even so, the outlook long-term is still positive. Here's why.
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Press Release
• Jul 08, 2019
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David N Miller,
Pete Chung,
Robert Bassman
Investment funds managed by Morgan Stanley Expansion Capital today announced that they have entered into a definitive agreement to sell their interest in DocuWare GmbH, a leading global provider of content services software, to Ricoh (TYO:7752). Expansion Capital invested in Founder-backed Docuware in June 2012 in a transaction designed to accelerate Docuware’s growth, recapitalize select holders and position the company for future growth.
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Media Appearance
• Jul 08, 2019
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Brian Weinstein
Brian Weinstein joins "Bloomberg Markets: The Open" to discuss market confusion about the Federal Reserve's rate path.
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Media Appearance
• Jul 02, 2019
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Jim Caron
Jim Caron speaks on "Bloomberg Surveillance" where he discusses the U.S. 10-Year Treasury yield and risk appetite.
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Market Pulse
• Jul 01, 2019
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Jim Caron
U.S.-China trade talks at the G20 went better than expected. What does this mean for your portfolio? Jim Caron of the Global Fixed Income Team shares his investment strategy.
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Global Multi-Asset Viewpoint
• Jun 30, 2019
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Cyril Moulle-Berteaux,
Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Bull Case for the U.S. Health Care Sector ".
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Global Equity Observer
• Jun 25, 2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Journey into the unknown: the International Equity Team talks politics, profits and pricing power.
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Global Fixed Income Bulletin
• Jun 25, 2019
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Global Fixed Income Team
Fixed income markets are behaving a lot like last year. Is this déjà vu? We don’t think so. The key difference is that the Fed is in play and can cut rates. The Global Fixed Income Team shares their view.
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Market Pulse
• Jun 24, 2019
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Jim Caron
With rate cuts mostly priced into the market, Jim Caron of the Global Fixed Income Team shares his investment strategy for the remainder of the year.
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Media Appearance
• Jun 24, 2019
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Michael Kushma
Michael Kushma joins CNBC to discuss the path of interest rates.
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Media Appearance
• Jun 24, 2019
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Jim Caron
Jim Caron joins CNBC's "The Exchange" to discuss the markets.
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Investment Insight
• Jun 21, 2019
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International Equity Team
What does Morgan Stanley’s International Equity Team mean by high-quality global equities with strong intangible assets?
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Press Release
• Jun 18, 2019
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Morgan Stanley Capital Partners
Investment funds managed by Morgan Stanley Capital Partners (MSCP), announced today that they have completed an investment in Project Management Academy, a leading provider of training and exam preparation services for project management professionals. MSCP is partnering with the current CEO, Jason Cassidy, and the rest of the management team, who will remain in place and retain an equity stake in the business.
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Media Appearance
• Jun 18, 2019
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Jim Caron
Are we in a balance sheet recession? Jim Caron from the Global Fixed Income Team shares his views on Bloomberg TV.
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Market Pulse
• Jun 18, 2019
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Jim Caron
Will the Fed cut rates soon? The market seems to think so, but the Fed doesn’t seem so inclined. Jim Caron shares his views and opportunities that may be flying under the radar.
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Press Release
• Jun 17, 2019
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Morgan Stanley Capital Partners
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Ovation Fertility. MSCP partnered with the current management team and physician shareholders, led by Nate Snyder, who will remain CEO and continue to drive organic and acquisitive growth.
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Press Release
• Jun 11, 2019
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James Howland,
Aaron Sack,
Mark Bye,
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 today that they have completed an investment in Impact Fitness, a leading Planet Fitness franchisee with 29 clubs across the United States and Canada. MSCP partnered with the current management team, led by CEO Adam Willaeys, as well as founder Chris Klebba, who will remain as Executive Chairman.
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Media Appearance
• Jun 10, 2019
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Christian Roth
Chris Roth explains what every investor needs to know to invest in bonds and mortgages.
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Press Release
• Jun 04, 2019
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James Howland,
Aaron Sack,
Mark Bye,
David N Miller
Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Dallas-based Hero Pet Brands, a company that provides solutions to pet owner needs including nutrition, grooming, waste pickup and cleanup.
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Market Outlook
• Jun 04, 2019
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Leslie Delany,
Andrew Slimmon
A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
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Market Outlook
• Jun 03, 2019
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Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.
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Andrew Harmstone,
Manfred Hui
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Market Pulse
• May 31, 2019
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Jim Caron
The breakdown in U.S.-China trade negotiations is signalling slower growth and lower inflation across the globe. A flattening yield curve is just a logical adjustment to this new information.
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Macro Insight
• May 31, 2019
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Andrew Harmstone
After a growth scare in the fourth quarter of 2018, global economies may not be heading towards a recession—but U.S./China trade tensions may delay recovery.
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Market Outlook
• May 30, 2019
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Leslie Delany,
Andrew Slimmon
Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.
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Investment Insight
• May 28, 2019
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Kenneth Michlitsch
Alternative lending is an asset class borne of bank disintermediation and technological innovation. In this paper, Ken Michlitsch shares his insights on the space.
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Macro Insight
• May 23, 2019
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Leslie Delany,
Andrew Slimmon
The best golfers have to be flexible and experienced enough to effectively hit any number of difficult shots. We think the same holds true for portfolio managers and their approach to managing money.
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Press Release
• May 17, 2019
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Thomas Bergen,
David N Miller,
Hank D'Alessandro
Morgan Stanley Investment Management today announced it has raised $785 million for the North Haven Senior Loan Fund L.P. and its related vehicles (collectively “NH SLF”) exceeding its original fundraising target. When combined with target leverage, NH SLF has approximately $1.1 billion of capital available for investment. NH SLF seeks to invest in privately negotiated senior secured loans issued by lower middle market companies in North America.
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Global Equity Observer
• May 17, 2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
With shadow banking subdued, the International Equity Team considers the risks involved in the new Chinese corporate debt.
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Global Fixed Income Bulletin
• May 16, 2019
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Global Fixed Income Team
The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.
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Market Outlook
• May 15, 2019
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Andrew Harmstone
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.
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Investment Insight
• May 15, 2019
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Kenneth Michlitsch
In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.
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Investment Insight
• May 10, 2019
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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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Sustainability Insight
• May 09, 2019
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Global Emerging Markets Team
The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.
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MEDIA APPEARANCE
• May 07, 2019
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Dennis Lynch
Dennis Lynch, Head of Counterpoint Global, and the Growth Portfolio are highlighted in the Investor’s Business Daily article, “These 2 Hot Sectors Help Morgan Stanley Stay Among Top Mutual Funds”
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Market Pulse
• May 06, 2019
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Jim Caron
U.S.-China trade talks seem to be at an impasse. Jim Caron, Global Fixed Income Team, shares why he believes the global market impact of these talks is not a systemic market event…yet
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Media Appearance
• May 06, 2019
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Jim Caron
Jim Caron joins CNBC's 'Fast Money Halftime Report' to discuss how the market is responding to news that there might not be a trade deal between the U.S. and China.
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Market Pulse
• May 02, 2019
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Jim Caron
The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron from the Global Fixed Income Team shares his views.
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Media Appearance
• May 01, 2019
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Jim Caron
The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron shares his views on Bloomberg.
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Media Appearance
• May 01, 2019
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Michael Kushma
Michael Kushma joined CNBC's Rick Santelli to discuss the Fed, interest rates and the global economy.
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Market Outlook
• Apr 30, 2019
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Jim Caron
Global central banks look to extend the economic cycle not end it. Jim Caron reviews the first quarter and shares his outlook for the rest of 2019.
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Global Multi-Asset Viewpoint
• Apr 30, 2019
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Cyril Moulle-Berteaux,
Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value in the Eurozone."
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Investment Focus
• Apr 29, 2019
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Vikram Raju
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
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Press Release
• Apr 24, 2019
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John Moon,
David N Miller,
Logan Burt
XRI Holdings, LLC (“XRI”), a leading water midstream company with owned infrastructure throughout the Permian Basin, announced today that it has acquired the water treatment and recycling division of Fountain Quail Energy Services, LLC (“Fountain Quail Water Treatment”). Fountain Quail Water Treatment is a leading produced water treatment, recycle, and reuse business with operations throughout the Permian Basin and other key producing basins across the United States.
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Global Fixed Income Bulletin
• Apr 17, 2019
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Global Fixed Income Team
Optimism abounds that the markets are on the right path for 2019, and we agree! We believe easy monetary policy and lower real yields will support economies and lengthen the business cycle. The Global Fixed Income Team shares their views.
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Sustainability Insight
• Apr 17, 2019
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International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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Sustainability Insight
• Apr 16, 2019
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Vladimir Demine,
William Lock,
Bruno Paulson
The International Equity Team’s discusses its latest offering, Global Sustain, and why understanding ESG factors is essential for successful compounding.
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Global Equity Observer
• Apr 12, 2019
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William Lock,
Dirk Hoffmann-Becking
The International Equity Team asks: is it time to deploy a late-cycle buffer?
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Macro Insight
• Apr 12, 2019
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Richard Ford
Ric Ford, Head of Global Credit, shares his views on how reversing negative factors are creating a positive outlook for Europe and European credit.
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Press Release
• Apr 11, 2019
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David N Miller,
Pete Chung,
Robert Bassman
SolarWinds (NYSE:SWI), a leading provider of powerful and affordable IT management software, today announced that it has signed an agreement to acquire Samanage, a highly reviewed and highly rated IT service desk solution company based in Cary, NC. Over the past 7 years, Samanage has built a strong, well-respected product guided by a customer-centricity that aligns well with SolarWinds’ mission and commitment to the technology professional community.
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Sustainability Insight
• Apr 04, 2019
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Vishal Gupta
Vishal Gupta explains how ESG is integrated into the Emerging Markets Leaders investment process.
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Sustainability Insight
• Apr 03, 2019
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Vladimir Demine
Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.
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Market Pulse
• Apr 02, 2019
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Jim Caron
Jim Caron explains why he believes the markets will be bolstered in the 2H19 by the U.S. Federal Reserve's current policy path and the stimulus being implemented in China.
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Global Multi-Asset Viewpoint
• Mar 31, 2019
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Cyril Moulle-Berteaux,
Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Cyclical Assets Have Room to Outperform as Global Growth Recovers"
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Sustainability Insight
• Mar 27, 2019
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Bruno Paulson
Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.
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Sustainability Insight
• Mar 27, 2019
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Vladimir Demine
Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.
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Sustainability Insight
• Mar 27, 2019
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William Lock
William Lock explains why there is no need for compromise between returns and principles.
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Sustainability Insight
• Mar 27, 2019
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William Lock
Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
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Sustainability Insight
• Mar 27, 2019
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Jill Ytuarte
Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.
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Global Fixed Income Insights
• Mar 27, 2019
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Jim Caron
The increasingly popular narrative of modern monetary theory is causing people to question the Fed's monetary policy. Jim Caron discusses how applying this theory may have long-term economic risks.
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Global Fixed Income Bulletin
• Mar 20, 2019
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Global Fixed Income Team
Central banks becoming more dovish, U.S.-China relations and Brexit have left uncertainty hanging over the markets. Where will we go from here? The Global Fixed Income team shares their views.
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Market Pulse
• Mar 20, 2019
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Jim Caron
No rate hikes in 2019 and possibly one in 2020. Jim Caron shares his views following the March FOMC meeting.
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Market Outlook
• Mar 19, 2019
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Christian Goldsmith,
Andrew Harmstone
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
• Mar 19, 2019
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Andrew Harmstone
Major infrastructure programmes might be the key to reducing the risk of global recession and getting the economy “on the road again.”
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Market Outlook
• Mar 19, 2019
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Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
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Media Appearance
• Mar 14, 2019
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Jim Caron
Jim Caron joined CNBC's The Exchange to discuss risks to the global economy and why investors should be paying attention to central banks.
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GLOBAL EQUITY OBSERVER
• Mar 13, 2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Find out why company management getting “strategic” is a red flag for the International Equity Team.
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Media Appearance
• Mar 11, 2019
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Andrew Slimmon
Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.
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Sustainability Insight
• Mar 07, 2019
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Kristian Heugh,
Marc Fox
The Global Opportunity Team shares its new annual report on ESG engagement activity.
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Investment Insight
• Feb 28, 2019
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Kenneth Michlitsch
Ken Michlitsch, AIP Alternative Lending Group Portfolio Manager, interviews Upstart CEO David Girouard about the increasingly important role machine learning plays in the consumer lending process.
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Global Multi-Asset Viewpoint
• Feb 28, 2019
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Cyril Moulle-Berteaux,
Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Australia Housing Bubble Starting to Deflate "
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Media Appearance
• Feb 28, 2019
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Brian Weinstein
Brian Weinstein appeared on Bloomberg Daybreak: Americas to examine events impacting markets and the Fed.
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Market Outlook
• Feb 28, 2019
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Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
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Macro Insight
• Feb 25, 2019
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Leon Grenyer,
Richard Class
The Global Fixed Income Team shares their views on why euro fixed income portfolios may be best handled by one overall portfolio manager.
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Media Appearance
• Feb 25, 2019
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Michael Kushma
Michael Kushma appeared on Bloomberg Markets: The Open to discuss economic growth and U.S.-China relations.
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Investment Focus
• Feb 21, 2019
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Morgan Stanley Real Estate Investing
The latest paper from MSIM’s Real Assets Research & Investing team explores the current and emerging trends in the U.S. industrial real estate sector
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Global Fixed Income Bulletin
• Feb 20, 2019
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Global Fixed Income Team
2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.
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Investment Focus
• Feb 20, 2019
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AIP Private Markets Team
What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.
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Global Equity Observer
• Feb 20, 2019
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William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
January brought better news, but beware straying from the high-quality path, warns the International Equity Team’s Bruno Paulson – we’re not out of the woods yet.
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Market Outlook
• Feb 19, 2019
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Christian Goldsmith,
Andrew Harmstone
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
• Feb 19, 2019
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Andrew Harmstone
Climate change is pushing us to reach political, social and economic “tipping points.” The MSIM GBaR team examines the implications for investors.
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Media Appearance
• Feb 07, 2019
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Andrew Slimmon
Andrew Slimmon appeared on CNBC to discuss GDP and the impact of news on the markets
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