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carons-corner
audio
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Caron's Corner
• Jan 30, 2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• Jan 26, 2023
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Vikram Raju
In this piece, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Credit and Equity, discusses key trends in carbon impact for 2023 and beyond. limited partners can access the attractive return profile offered by the space.
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global-equity-observer
page
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Global Equity Observer
• Jan 26, 2023
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Bruno Paulson
Despite an anticipated recession, forward earnings estimates remain remarkably healthy. But, asks Bruno Paulson, is earnings pain on the way?
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sustainable-investing
page
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Sustainable Investing
• Jan 25, 2023
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Vikram Raju,
Navindu Katugampola,
Alice Vilma
The importance of sustainability continues to increase in the private markets. Here we examine the factors, such as government legislation and client preferences, that are driving the change and evolution towards better sustainable investing practices.
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page
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Insight Article
• Jan 25, 2023
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Matthew King
The MSIM Global Listed Real Assets Team explores how even in the likliehood of economic downturn in 2023, listed infrastruture is expected to have resillient earnings, strong cash flow, and unimpacted capital programs.
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carons-corner
audio
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Caron's Corner
• Jan 23, 2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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carons-corner
audio
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Caron's Corner
• Jan 17, 2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• Jan 12, 2023
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores how a possible recovery in the credit market during 2023 can fuel M&A activity and favorable REIT returns.
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carons-corner
audio
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Caron's Corner
• Jan 09, 2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• Jan 09, 2023
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Andrew Harmstone, Jim Caron
The Global Balanced Risk Control team discuss the three key trends they foresee for 2023 and the investment implications.
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video
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Insight Video
• Jan 06, 2023
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Jim Caron
Jim Caron, co-chief investment officer of the Global Balanced Risk Control team, shares his views on markets and discusses portfolio positioning.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• Jan 06, 2023
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Andrew Slimmon
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.
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path
page
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PATH
• Jan 05, 2023
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Andrew Harmstone, Manfred Hui
We expect a transitional year for energy, with higher oil and gas prices leading to some market rebalancing after disruptions last year. These energy dynamics are key to the inflation story, which in turn is likely to determine asset performance in 2023.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• Dec 31, 2022
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Global Fixed Income Team
From a bond market perspective, 2023 starts in a stronger, more secure place. Yields are materially higher and spreads wider, suggesting much better 2023 performance. The Fixed Income Team explains.
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global-equity-observer
page
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Global Equity Observer
• Dec 23, 2022
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Anton Kryachok
As higher interest rates make it harder to engineer growth through debt, we think the relative value of businesses that can grow organically should only go up. Learn how our companies are better placed to use their balance sheet resilience to enhance their competitive positions, increase the sustainability of return on operating capital employed (ROOCE) and drive steady, predictable growth.
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page
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The Big Picture
• Dec 21, 2022
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Jitania Kandhari
After lagging the developed economies for more than a decade, emerging markets are in a much stronger position to outperform developed countries in the decade ahead. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explains.
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page
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Insight Article
• Dec 20, 2022
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David Frechette, Patrick Reid
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.
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carons-corner
audio
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Caron's Corner
• Dec 19, 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• Dec 15, 2022
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Global Fixed Income Team
Whether or not November's bond rally can continue will be determined by data. In the interim, the Fixed Income Team thinks investors should enjoy the early holiday present.
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liquidity-watch
audio
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Liquidity Watch
• Dec 15, 2022
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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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2023-outlooks
page
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2023 Outlooks
• Dec 14, 2022
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Morgan Stanley Investment Management
In our 2023 outlook, our macro strategists and investment managers across equity, fixed income and alternative asset classes share their diverse views on key themes, where they think markets are headed after a turbulent year, and how they are positioning their respective strategies.
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carons-corner
audio
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Caron's Corner
• Dec 14, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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consilient-observer
page
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Consilient Observer
• Dec 14, 2022
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Michael Mauboussin, Dan Callahan
Capital allocation is a key job of management, but not all know how to allocate effectively. In this report, we establish the foundation by reviewing the sources and uses of capital and then show how U.S. companies have allocated capital since 1985. Next, we review the alternatives in detail, including intangible investments, and offer a guide for thinking about the prospects for value creation. We finish with a framework for assessing a company’s capital allocation skills.
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sustainable-investing
page
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Sustainable Investing
• Dec 12, 2022
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Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues.
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sustainable-investing
engagement-report global-equity-observer
page
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Engagement Report
• Dec 12, 2022
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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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carons-corner
audio
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Caron's Corner
• Dec 12, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• Dec 08, 2022
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores why real estate values in the public markets have suffered year to date and why the value of REITs should be more stable and create significant opportunities in the coming year.
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carons-corner
audio
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Caron's Corner
• Dec 05, 2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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path
page
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PATH
• Dec 05, 2022
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Andrew Harmstone, Manfred Hui
The U.S. labour market post-Covid imbalance appears to be starting to normalise. In contrast, Europe’s labour market appears tighter, with wage growth increasing the risk of persistent core inflation. We discuss these dynamics and what they mean for growth and positioning.
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page
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Insight Article
• Nov 30, 2022
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Vikram Raju
In this piece Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses five key findings from the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change ("UNFCC COP27" or "COP27").
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• Nov 30, 2022
|
Andrew Slimmon
In his Novermber TAKE, Senior Portfolio Manager Andrew Slimmon looks ahead to 2023.
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global-equity-observer
page
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Global Equity Observer
• Nov 29, 2022
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Nic Sochovsky, Alistair Corden-Lloyd
In the current climate of rising prices and a global squeeze on the cost of living, do big brands face the risk of consumers “trading down”? The International Equity Team discusses why price perception matters, and the power of cues to influence decision making.
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carons-corner
audio
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Caron's Corner
• Nov 28, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• Nov 22, 2022
|
Eric Carlson, Candy Chao
Mining companies have had a terrible environmental reputation in the past, but recent efforts show how the industry can implement sustainable initiatives. Investors are now focusing on companies that have practical decarbonization pathways to help lower emissions over the next three to five years. Eric Carlson and Candy Chao explore.
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page
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Article Reprint
• Nov 21, 2022
|
Luis Garcia
In this piece originally published by the Wall Street Journal Pro, Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses the newly launched 1GT Fund, which seeks to mitigate the impacts of climate change by reducing one gigaton of carbon-dioxide emissions from the earth's atmosphere.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• Nov 17, 2022
|
Global Fixed Income Team
Bond markets were a bit more orderly in October than the mayhem experienced in September. That said, markets were still mixed, and investors could be excused for feeling a bit dazed and confused with regards to volatility, dispersion of returns, illiquidity, central bank policies and deciphering how to determine value.
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global-multi-asset-viewpoint
page
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Global Multi-Asset Viewpoint
• Nov 17, 2022
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Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Difficult Decade Ahead for the Balanced Portfolio"
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carons-corner
audio
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Caron's Corner
• Nov 14, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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market-alert
audio
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Market Alert
• Nov 14, 2022
|
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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page
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Insight Article
• Nov 09, 2022
|
Neha Markle
In this piece originally published by the Wall Street Journal Pro, Neha Champaneria Markle, head of private- markets fund-of-funds investing, says slowing deal making and rising debt costs can benefit co-investors like Morgan Stanley.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• Nov 09, 2022
|
Steven Quattry
Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.
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consilient-observer
page
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Consilient Observer
• Nov 09, 2022
|
Michael Mauboussin, Dan Callahan
We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.
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carons-corner
audio
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Caron's Corner
• Nov 07, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• Nov 04, 2022
|
Eddie Perkin
All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Group has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.
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liquidity-watch
audio
|
Liquidity Watch
• Nov 03, 2022
|
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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path
page
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PATH
• Nov 03, 2022
|
Andrew Harmstone, Manfred Hui
As supply-chain constraints ease and goods inflation normalises, many expect US inflation to fall--but pressure remains elevated in services due to tight labour market conditions. Read how these continued headwinds are impacting our positioning.
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carons-corner
audio
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Caron's Corner
• Nov 02, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
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Insight Article
• Nov 01, 2022
|
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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page
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Insight Article
• Nov 01, 2022
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Michael Shedosky, Brian Farrell
In this primer, we will discuss the basis of what a GP stake is, the private equity industry dynamics that make this style of investing appealing, and the ways in which limited partners can access the attractive return profile offered by the space.
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page
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Insight Article
• Nov 01, 2022
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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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page
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Insight Article
• Oct 31, 2022
|
⠀
We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.
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global-equity-observer
page
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Global Equity Observer
• Oct 31, 2022
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Bruno Paulson
If the current good times for corporates turn into tough times, the International Equity team believes the twin superpowers of pricing power and recurring revenues will be essential. Bruno Paulson explains.
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carons-corner
audio
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Caron's Corner
• Oct 31, 2022
|
Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• Oct 27, 2022
|
Global Fixed Income Team
The bond market rout continued in September, which would have been even worse without a substantial rally over the last three days of the month. The Fixed Income team shares its thoughts.
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global-multi-asset-viewpoint
page
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Global Multi-Asset Viewpoint
• Oct 25, 2022
|
Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "2023 U.S. Recession Risks Rising".
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audio
|
Media Appearance
• Oct 24, 2022
|
Lauren Hochfelder
Lauren Hochfelder participated in a podcast on Bisnow discussing the macroeconomic environment, the shifts in Morgan Stanley’s real estate portfolio since the Global Financial Crisis and how the real estate industry as a whole may have to change the way it makes money.
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page
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Insight Article
• Oct 21, 2022
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Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.
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page
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Insight Article
• Oct 20, 2022
|
Portfolio Solutions Group
For sophisticated investors seeking to manage inflation and growth surprises, a refined portfolio approach that optimizes inflation hedging and incorporates investor preferences may be particularly effective.
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page
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Investment Insight
• Oct 20, 2022
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AIP Private Markets Team
The AIP Private Markets team highlights their framework for selecting resilient companies with strong value creation prospects.
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page
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Insight Article
• Oct 18, 2022
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Portfolio Solutions Group
The Portfolio Solutions Group offers their perspective on interest-rate shifts as a driver of both performance and valuation differentials between Growth and Value equity styles.
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carons-corner
audio
|
Caron's Corner
• Oct 17, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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page
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Insight Article
• Oct 13, 2022
|
Kenneth Michlitsch
As fintech alternative lending grew into a new asset class, investors wondered how these loans might perform in an economic downturn. We've now seen their fundamental resilience.
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carons-corner
audio
|
Caron's Corner
• Oct 10, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• Oct 10, 2022
|
Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his October TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.
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liquidity-watch
audio
|
Liquidity Watch
• Oct 07, 2022
|
Brian Buck, David Schoenfeld
Brian Buck, Executive Director Morgan Stanley Global Liquidity, and David Schoenfeld, Executive Director Morgan Stanley Global Liquidity, give an update on the short-term fixed income market and discusses portfolio strategy. Listen now.
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path
page
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PATH
• Oct 06, 2022
|
Andrew Harmstone, Manfred Hui
The energy crisis is having differing impacts on net energy importers and exporters. We discuss the implications for currencies, bonds and tactical positioning.
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consilient-observer
page
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Consilient Observer
• Oct 06, 2022
|
Michael Mauboussin, Dan Callahan
We discuss how to calculate return on invested capital (ROIC) and show how it is connected to free cash flow, economic profit, and growth. We work through the challenges in estimating it, present empirical data, review how adjusting for intangible investments can reshape the figures, and include a case study.
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inflation
carons-corner
audio
|
Caron's Corner
• Oct 03, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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page
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Insight Article
• Oct 01, 2022
|
Andrew Harmstone, Li Zhang, Chiara Sirani
With society at large reliant on natural resources, biodiversity loss can have a devastating social and economic cost. Companies across many sectors are at risk. The Global Balanced Risk Control team discusses why investors should pay attention to companies’ impact on biodiversity loss and what they can do to drive positive change.
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tales-from-the-emerging-world
page
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Tales From the Emerging World
• Sep 29, 2022
|
Eric Carlson, Jitania Kandhari, Eduardo Wisbrun
The Achilles heel of Brazil is its fiscal situation. Once past this inflation cycle, Brazil’s economy should grow based on private sector investment, thriving agricultural and commodity sectors and a credible central bank. But restoring the fiscal anchor will be the primary economic challenge for the upcoming administration.
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page
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Insight Article
• Sep 28, 2022
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TJ Halbertsma, Patrick Reid, Andreas Esau
The current critical markets juncture means that investors allocating to private equity are faced with crucial considerations when evaluating opportunities. In this paper, we discuss the key factors to examine and the characteristics to look for in a manager.
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global-equity-observer
page
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Global Equity Observer
• Sep 27, 2022
|
Bruno Paulson,
Laura Bottega
As earnings resilience and pricing power become ever-more significant in a world of rising rates, inflation, regulation and the energy crisis, the International Equity Team explains why they believe their active approach is more important than ever.
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carons-corner
audio
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Caron's Corner
• Sep 26, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
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Global Fixed Income Bulletin
• Sep 22, 2022
|
Global Fixed Income Team
August ended the summer flirtation with bull market dreams. After strong recoveries in July, bond markets turned down once again in August, generating large negative returns. Yields, spreads, and equities have not (at least yet) returned to their June nadir.
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liquidity-watch
audio
|
Liquidity Watch
• Sep 21, 2022
|
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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|
inflation
market-pulse
page
|
Market Pulse
• Sep 21, 2022
|
Jim Caron
Inflation could reverse a downward course based on changes in supply chains or labor shortages, keeping it higher than target levels, and for longer than expected, explains Jim Caron, Portfolio Manager and Chief Fixed Income Strategist.
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carons-corner
audio
|
Caron's Corner
• Sep 21, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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carons-corner
audio
|
Caron's Corner
• Sep 19, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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consilient-observer
page
|
Consilient Observer
• Sep 15, 2022
|
Michael Mauboussin, Dan Callahan
We examine whether a study of market share and related concepts can help us determine if a company has a sustainable competitive advantage. This takes us on a journey that includes life cycles, market share, concentration, markups, intangibles, and "superstars". We study the link between some of these variables and return on investment and provide some analytical tools along the way. We finish with some case studies to see how these ideas apply to a handful of industries.
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inflation
carons-corner
audio
|
Caron's Corner
• Sep 12, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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inflation
path
page
|
PATH
• Sep 08, 2022
|
Andrew Harmstone, Manfred Hui
The conundrum faced by central banks continues as they seek to control inflation, at the risk of pushing economies into recession. The Global Balanced Risk Control team discuss the investment implications and tactical allocations to navigate this complex environment.
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market-alert
audio
|
Market Alert
• Sep 07, 2022
|
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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carons-corner
audio
|
Caron's Corner
• Sep 06, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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inflation
video
|
Inflation
• Sep 01, 2022
|
Jitania Kandhari
What are the key investment trends as 2022 continues to unfold amid geopolitical tensions, rising inflation and slowing global growth?
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inflation
carons-corner
audio
|
Caron's Corner
• Aug 29, 2022
|
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
|
Global Fixed Income Bulletin
• Aug 25, 2022
|
Global Fixed Income Team
After a horrendous June, bond and credit markets reversed course dramatically in July, generating exceptionally strong performance while also being the first positive return month of the year! The Fixed Income team shares its thoughts.
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takeaways-key-expectations
page
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Takeaways & Key Expectations
• Aug 24, 2022
|
Andrew Slimmon
The epic battle between bulls and bears has raged throughout 2022. In his August TAKE, senior portfolio manager Andrew Slimmon makes the case that Mr. Market may be showing signs of optimism while Wall Street strategists remain overwhelmingly pessimistic.
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global-equity-observer
page
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Global Equity Observer
• Aug 22, 2022
|
Vladimir Demine, Candida de Silva
Proxy voting is both a privilege and a responsibility. With increased attention paid to it by company boards and management, Vladimir Demine discusses the role proxy voting can play in enhancing long-term investment returns, and the challenges to effective voting that remain.
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page
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The Big Picture
• Aug 22, 2022
|
Jitania Kandhari
"China’s spectacular economic growth has remade the geopolitical landscape and created tensions with the U.S. But the country’s internal and external challenges will limit Beijing’s ambitions. Investors will be on the edge," explains Jitania Kandhari, Head of Macro and Thematic Research for Emerging Markets Equity Team.
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path
page
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PATH
• Aug 09, 2022
|
Andrew Harmstone, Manfred Hui
Evidence suggest that the recent strength in developed markets may just be a bear market rally with further downside potentially on the way. Here is how the GBaR team think about investment allocation to reflect the outlook.
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page
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Resilience
• Aug 08, 2022
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Eric Stampfel
Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.
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Caron's Corner
• Aug 08, 2022
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Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
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Insight Article
• Aug 04, 2022
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We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.
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Tales From the Emerging World
• Aug 02, 2022
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Jitania Kandhari,
Amay Hattangadi
In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.
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Insight Article
• Aug 01, 2022
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Victoria Li, Alana FitzGerald, Jim Caron, Richard Ford, Joseph Mehlman
Despite macro uncertainties, global capital spending continues to surge after a period of short-lived contraction in 2020, powering the post-pandemic economic recovery. The Investment Grade Credit team explains how this might impact market sectors.
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Caron's Corner
• Aug 01, 2022
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