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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Jan 22, 2021
|
Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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active-fundamental-equity
Active Fundamental Equity
page
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Media Appearance
• Jan 21, 2021
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Dennis Lynch
"Want to talk about the best mutual funds? Dennis Lynch is lead manager of Morgan Stanley Insight Fund, one of the mutual fund industry’s heavyweight champs."
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2021-outlooks
fixed-income
Fixed Income
page
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2021 Outlooks
• Jan 20, 2021
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Sarah Harrison, Shane McNamara
A closer look at the European High Yield sector reveals an improvement in quality over the long-term. Read why the Global Fixed Income team believes there is a compelling case to be made for investing in this sector in 2021.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Jan 19, 2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Jan 15, 2021
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Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• Jan 15, 2021
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Global Fixed Income Team
Our Global Fixed Income team discuss an extraordinary 2020 and argue that monetary and fiscal policy will play a critical role in asset performance in 2021.
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2021-outlooks tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• Jan 12, 2021
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, unveils his top ten trends of 2021.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Jan 11, 2021
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Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Jan 11, 2021
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Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
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2021 Outlooks
• Jan 11, 2021
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Mark van der Zwan
With risk markets near historical highs and rates near zero, return expectations for traditional 60% equity /40% bond (60/40) portfolios are at the lowest level they’ve been in more than ten years. Against this backdrop, we see renewed interest in hedge funds, particularly in strategies that have evolved to complement 60/40 risk in very specific ways. Four strategies worth highlighting are high active risk, opportunistic investments, alternative yield and risk mitigation.
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2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
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2021 Outlooks
• Jan 11, 2021
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Andrew Slimmon
Though we expect 2021 to be an overall good year for equities, we should anticipate a tougher road ahead, with a lot more volatility. Hear more from Andrew Slimmon, Head of our Applied Equity Advisors Team.
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2021-outlooks path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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2021 Outlooks
• Jan 10, 2021
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Andrew Harmstone
Economic uncertainty wrought by COVID-19 and U.S. politics is dissipating. Our Global Balanced Risk Control Team discusses several likely growth catalysts in 2021 and what they mean for our positioning.
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2021-outlooks
fixed-income
Fixed Income
page
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2021 Outlooks
• Jan 04, 2021
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Eric Baurmeister, Warren Mar, Sahil Tandon
Conditions for EMD outperformance in 2021 appear to be in place. A global backdrop of steady, extended monetary accommodation, prospects of a large-scale deployment of COVID-19 vaccines, and expectations of fiscal stimulus in the U.S. should boost the growth-sensitive segments of the asset class.
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global-fixed-income-bulletin market-pulse 2021-outlooks
fixed-income
Fixed Income
page
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2021 Outlooks
• Jan 04, 2021
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Tom Wills
2020 will go down as an awful year in history, but as investors it is always important to look for opportunities created by major events. Tom Wills, Lead Portfolio Manager for Convertible Bonds, explains why amidst all of the devastation of 2020, convertible bonds thrived.
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2021-outlooks
fixed-income
Fixed Income
page
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2021 Outlooks
• Jan 04, 2021
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Global Fixed Income Team
The Global Credit team believes the global economy is primed for a strong 2021 with Central Banks happy to run easy policy even when inflation starts to rise, politicians committed to growth policies and corporates focused on investment to take advantage of the fiscal drive and low cost of debt.
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sustainable-investing
2021-outlooks
fixed-income
Fixed Income
page
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2021 Outlooks
• Jan 04, 2021
|
Navindu Katugampola,
Barbara Calvi
2020 was characterised by a renewed focus on sustainability both among investors and issuers. The Sustainable Fixed Income team highlights five areas of focus for sustainable investing for Fixed Income in the year ahead.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Jan 04, 2021
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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2021-outlooks
fixed-income
Fixed Income
page
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2021 Outlooks
• Dec 31, 2020
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Michael Kushma, Jim Caron
Despite low levels of interest rates, there are many investment opportunities for 2021, but only if you know where to look. Michael Kushma, Chief Investment Officer for the Global Fixed Income Team, and Jim Caron, Portfolio Manager and Head of Global Macro Strategies, explore where they see opportunities in 2021.
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active-fundamental-equity
Active Fundamental Equity
audio
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Media Appearance
• Dec 29, 2020
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Dennis Lynch
In an interview with Bloomberg Opinion columnist Barry Ritholtz, Dennis discusses his insights into creating and evolving a differentiated global investment platform.
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2021-outlooks
active-fundamental-equity
Active Fundamental Equity
page
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2021 Outlooks
• Dec 22, 2020
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Bruno Paulson
We’re at the dawn of a new decade. Will it be a repeat of the Roaring 20s or something more subdued? Hear more from our International Equity Team’s Bruno Paulson.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• Dec 21, 2020
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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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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• Dec 21, 2020
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Michael Mauboussin, Dan Callahan
The weighed average cost of capital (WACC) and volatility (vol) generally move in lockstep, but 2020 is unusual because the cost of capital is well below its historical average and volatility is well above its historical average. The prime beneficiaries of these patterns are companies rich with real options. In this report, we define real options, discuss what businesses are likely to have them, review the valuation implications, and finish with a way to use real options analysis with traditional valuation.
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2021-outlooks
active-fundamental-equity
Active Fundamental Equity
page
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2021 Outlooks
• Dec 21, 2020
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Jitania Kandhari, Ben Rozin
Many investors are forecasting a robust cyclical recovery in 2021. Yet while the Active International Allocation team expects a return to normalcy in the early part of the new year, they see a risk to having too much optimism in the second half.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• Dec 16, 2020
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Global Fixed Income Team
Our Global Fixed Income team believe that vaccine makers, governments, legislators, central banks and citizens can deliver a bright economic future in 2021/22.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
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Market Pulse
• Dec 16, 2020
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Dec 14, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• Dec 14, 2020
|
Andrew Slimmon
A senior portfolio manager at Morgan Stanley's $665 billion investment-management business shares his playbook as stocks run higher in 2020 — and 3 non-COVID threats that will occupy his attention in 2021
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Dec 11, 2020
|
Fixed Income Managed Solutions
John Dillon, Lead Municipal Portfolio Manager, Fixed Income Managed Solutions Team, discusses trends and opportunities in the municipal markets. Listen now.
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active-fundamental-equity
Active Fundamental Equity
page
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Media Appearance
• Dec 09, 2020
|
Counterpoint Global
Why value investing still works in markets – To buy something for less than it is worth is as useful as ever.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• Dec 08, 2020
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, argues that commodity prices are poised for a comeback in the 2020s, and that emerging markets will rise accordingly.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• Dec 08, 2020
|
Nic Sochovsky, Dirk Hoffmann-Becking
After the extraordinary rally in growth stocks over the summer, is the market poised for a value rally? And what does that mean for quality portfolios? The International Equity team evaluates.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Dec 07, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• Dec 04, 2020
|
Andrew Slimmon
In his December TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we come to the close of 2020.
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sustainable-investing
page
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Sustainable Investing
• Dec 04, 2020
|
Drew Hambly
MSIM discusses three trends observed during the largely virtual 2020 proxy voting season.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• Dec 03, 2020
|
Vishal Gupta
Vishal Gupta is optimistic on structural themes of B2B technology spend, Fintech, e-commerce and Healthcare among others to drive growth in emerging markets in the years ahead. Listen now.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• Dec 02, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.
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private-credit-and-equity
Private Credit & Equity
page
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Media Appearance
• Nov 30, 2020
|
Morgan Stanley Capital Partners
Inc.'s second annual list of founder-friendly private equity firms shines a light on 50 shops that have had success supporting founder-led companies. To compile the list, Inc. went straight to the source: entrepreneurs who have sold to private equity. It's a group that's been expanding for more than two decades. In the U.S., the number of PE-backed businesses has grown 30 percent compared with 2015, according to research firm PitchBook.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Nov 30, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
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|
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active-fundamental-equity
Active Fundamental Equity
page
|
Press reprint
• Nov 25, 2020
|
Laura Bottega
2020 appears as a watershed year for diversity in the workplace. Laura Bottega talks about her experience as a woman in a male dominated industry, her efforts to advocate for gender diversity, and distils the lessons learned along the way.
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active-fundamental-equity
Active Fundamental Equity
video
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Insight Video
• Nov 19, 2020
|
Vishal Gupta, Steve Sun
In this video, the portfolio manager and portfolio specialist for Emerging Markets Leaders Strategy share how they find investment opportunities, why macro trends are important, in which countries they find investable companies and when they believe it is the right time to invest.
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path
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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PATH
• Nov 18, 2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views.
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active-fundamental-equity
Active Fundamental Equity
page
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Media Appearance
• Nov 16, 2020
|
Counterpoint Global
This 30-name Morgan Stanley fund is up 70% this year — Here’s how the manager picks winning stocks.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Nov 16, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Press reprint
• Nov 15, 2020
|
Neha Champaneria Markle
The Wall Street Journal names AIP Private Markets’ Neha Champaneria Markle in their annual Women to Watch list of top female talent in Private Equity.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• Nov 11, 2020
|
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.
|
|
|
|
global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Nov 11, 2020
|
Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• Nov 10, 2020
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains how economic reform in emerging economies is the pandemic’s silver lining.
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|
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Nov 10, 2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Nov 09, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
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liquidity-watch
liquidity
Liquidity
audio
|
Liquidity Watch
• Nov 05, 2020
|
Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates,
and the implications for short-term investors. Listen now.
|
|
|
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market-pulse
fixed-income
Fixed Income
video
|
MARKET PULSE
• Nov 05, 2020
|
Jim Caron,
Andrew Slimmon
Morgan Stanley Investment Management portfolio managers shared their views on the likely impact of the U.S. presidential election on the economy and the markets.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
|
Engagement Report
• Nov 03, 2020
|
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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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Nov 02, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
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market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
Market Pulse
• Oct 30, 2020
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.
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market-pulse
fixed-income
Fixed Income
page
|
INSIGHT AUDIO
• Oct 30, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
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|
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• Oct 29, 2020
|
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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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• Oct 29, 2020
|
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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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• Oct 28, 2020
|
Soledad Lopez,
Navindu Katugampola,
Barbara Calvi
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.
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sustainable-investing
page
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Sustainable Investing
• Oct 26, 2020
|
Asset owners who embrace sustainable investing face a steep implementation curve. Adopting these four steps can guide a dynamic strategy for the long term.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Oct 26, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Oct 23, 2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
|
|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Oct 19, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
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global-multi-asset-viewpoint market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• Oct 19, 2020
|
Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 'U.S. Industrials Poised to Outperform.'
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Oct 19, 2020
|
William Lock,
Bruno Paulson
The International Equity Team’s three global strategies, on average, have earnings that are flat year to date, versus a 15% fall for the MSCI World Index as a whole. Bruno Paulson muses why high quality compounders don’t command a larger premium.
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edge
active-fundamental-equity
Active Fundamental Equity
page
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EDGE
• Oct 19, 2020
|
Counterpoint Global
Quantum computers store and process information using the quantum mechanical properties of matter. Counterpoint Global investigates the impact this new hardware could have on processing speeds and its potential to tackle previously unsolvable computing problems.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• Oct 16, 2020
|
Global Fixed Income Team
Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.
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sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• Oct 16, 2020
|
Leslie Delany
The Applied Equity Advisors team looks to effectively link the sustainability impact of its Global Concentrated Equity ESG strategy to the United Nations Sustainable Development Goals, all while striving to meet portfolio performance objectives.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• Oct 13, 2020
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, takes an historical look at market returns and volatility leading up to a United States presidential election – and the implications for this year.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• Oct 07, 2020
|
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.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Oct 05, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Oct 02, 2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• Sep 30, 2020
|
Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we wrap up the third quarter and begin the final stretch of the year.
|
|
|
|
fixed-income
Fixed Income
page
|
Insight Article
• Sep 30, 2020
|
John Dillon,
Kevin Lynyak
The Fixed Income Managed Solutions Team provides review and perspective on fixed income markets.
|
|
|
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sustainable-investing
liquidity
Liquidity
page
|
Sustainable Investing
• Sep 28, 2020
|
Barbara Calvi,
Navindu Katugampola
Investors are increasingly looking to incorporate ESG within their entire portfolio, including the liquidity component. We discuss our holistic approach to ESG analysis and how that is integrated into the investment process.
|
|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Sep 28, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Media Appearance
• Sep 24, 2020
|
Counterpoint Global
Counterpoint Global's Growth Portfolio and International Opportunity Portfolio have beat the market without owning the FAAMG stocks.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Sep 23, 2020
|
Marcus Watson
The current crisis has tested conventional wisdom, including what to expect of health care companies. Marcus Watson examines the sector’s resilience in the face of a global pandemic.
|
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path
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
PATH
• Sep 21, 2020
|
Andrew Harmstone,
Christian Goldsmith
Christian Goldsmith shares the GBaR team’s latest market views.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Sep 21, 2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• Sep 18, 2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
|
|
|
|
sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainable Investing
• Sep 16, 2020
|
Vladimir Demine, Candida de Sliva
Decarbonisation 101. The International Equity Team discusses how a high quality equity portfolio can help investors seeking to reduce their carbon footprint.
|
|
|
|
liquidity-watch
liquidity
Liquidity
audio
|
Liquidity Watch
• Sep 16, 2020
|
Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates,
and the implications for short-term investors. Listen now.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• Sep 15, 2020
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Michael Mauboussin, Dan Callahan
The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows. With investments shifting more toward intangible assets, this report discusses the measurement and characteristics of intangible assets and reviews the implications of the growth of intangibles for investors.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• Sep 14, 2020
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Global Fixed Income Team
A benign August saw positive trends continue. How long will this continue, what does this mean for fixed income investors? The Global Fixed Income team explore.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Sep 14, 2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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TALES FROM THE EMERGING WORLD
• Sep 09, 2020
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets lists the economies most likely to thrive in the post pandemic era, arguing that the winners will need a strong defense against the forces of deglobalization, rising debt, and meddling governments, and a strong offense to exploit the booming digital economy.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• Sep 08, 2020
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Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Sep 08, 2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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liquidity-watch
liquidity
Liquidity
audio
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Liquidity Watch
• Sep 04, 2020
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Brian Buck
Brian Buck, Executive Director Morgan Stanley Global Liquidity, highlights content from the Liquidity Investment Guide, a comprehensive review of liquidity investment options as well as possible portfolio allocation strategies available to our investors. Listen now.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• Sep 02, 2020
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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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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Aug 31, 2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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private-credit-and-equity
Private Credit & Equity
page
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Insight Article
• Aug 24, 2020
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AIP Private Markets Team
As holding period of a private equity portffolio continue to increase, AIP Private Markets Secondaries look at the solutions on offer to the investor.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Aug 24, 2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• Aug 21, 2020
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Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• Aug 21, 2020
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Jim Caron
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.
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edge
active-fundamental-equity
Active Fundamental Equity
page
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EDGE
• Aug 19, 2020
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Stan Delaney
CAR-T cell therapy has been a huge breakthrough in curing blood cancers. MSIM’s Counterpoint Global explores how recent advances in the technology could improve its safety and lower its cost while expanding CAR-T cell therapy’s addressable market.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• Aug 14, 2020
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Global Fixed Income Team
Despite good news on the policy front, challenges remain - U.S./China relations, U.S. fiscal cliff, U.S. elections and the pandemic - yet we remain optimistic.
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private-credit-and-equity
Private Credit & Equity
page
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Insight Article
• Aug 13, 2020
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Neha Champaneria Markle
Learn how coronavirus has affected the outlook for private equity investing, which could become an important source of capital in an economic recovery.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Aug 06, 2020
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Richard Lindquist
With a focus on smaller, middle market issuers, the MSIFT High Yield Portfolio takes a distinct approach to the high yield market. Head of Global High Yield Richard Lindquist explains.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• Aug 04, 2020
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Michael Mauboussin, Dan Callahan
Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms. This change has had reverberations for asset managers, investors, executives, and policy makers.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Aug 03, 2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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