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active-fundamental-equity
Active Fundamental Equity
page
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Media Appearance
• Mar 02, 2021
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Counterpoint Global
5th ranked Morgan Stanley Investment Management—which debuted on Barron’s list in 2019 ranked 47th—made its mark in 2020 thanks largely to its Counterpoint Global team, which ushered five different funds to returns exceeding 100% for the year.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Mar 02, 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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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Mar 01, 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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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Takeaways & Key Expectations
• Feb 24, 2021
|
Andrew Slimmon
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• Feb 24, 2021
|
Bruno Paulson,
Laura Bottega
Having engaged with company management and their boards for more than 20 years, Bruno Paulson explains why the International Equity team favours meaningful long-term engagement over faddy box-ticking.
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• Feb 24, 2021
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Sarah Harrison, Navindu Katugampola, Barbara Calvi
Integrating ESG considerations into the high yield market presents both challenges and opportunities for investors. The Global Fixed Income team provides tangible examples of how their ever-evolving ESG framework has helped contribute to both alpha generation and risk mitigation in the last year.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Feb 22, 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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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Feb 17, 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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sustainable-investing
path
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• Feb 16, 2021
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Andrew Harmstone
The struggles of workers during the COVID-19 pandemic have brought into sharp focus long-standing social issues that affect every sector of the economy. The Global Balanced Risk Control Team looks at the investment implications.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Feb 16, 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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sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
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Convergence
• Feb 16, 2021
|
Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• Feb 15, 2021
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Global Fixed Income Team
We want to own those areas that can withstand further macro/virus volatility and higher yields but have enough yield/spread to offer reasonable 2021 returns.
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sustainable-investing
engagement-report
active-fundamental-equity
Active Fundamental Equity
page
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Engagement Report
• Feb 12, 2021
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Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Feb 12, 2021
|
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
audio
|
Insight audio
• Feb 12, 2021
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, reviews three key approaches to answer the most popular question her team gets asked – "How much should we invest in EM?"
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active-fundamental-equity
Active Fundamental Equity
audio
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Insight audio
• Feb 12, 2021
|
Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines four trends she believes will lead to an EM comeback in the next five to ten years.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• Feb 10, 2021
|
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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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
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Tales From the Emerging World
• Feb 09, 2021
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Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.
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active-fundamental-equity
Active Fundamental Equity
page
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Insight Article
• Feb 09, 2021
|
Bruno Paulson
Bruno Paulson suggests reasons to believe it may be possible for EAFE to “out-earn” the U.S. in 2021 and beyond.
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active-fundamental-equity
Active Fundamental Equity
page
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Insight Article
• Feb 08, 2021
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Global Emerging Markets Team
The Global Emerging Markets Team argues that most investors own far less in EM than logical allocation models recommend, and are poised to miss an EM comeback.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Feb 08, 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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active-fundamental-equity
Active Fundamental Equity
page
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Media Appearance
• Feb 04, 2021
|
Dennis Lynch
Dennis Lynch’s Inception Portfolio won the stock-fund race in The Wall Street Journal’s quarterly Winners’ Circle with a gain of 150%.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Feb 03, 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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page
|
Insight Article
• Feb 01, 2021
|
As of today, the offer document for the voluntary public takeover offer (cash offer) of Kublai GmbH, Frankfurt am Main, Germany, an affiliate of funds managed and advised by Morgan Stanley Infrastructure Inc., to the shareholders of Tele Columbus AG, Berlin, Germany, for the acquisition of their registered no-par-value shares in Tele Columbus AG (ISIN DE000TCAG172) as well as its non-binding English convenience translation are available for distribution free of charge at BNP Paribas Securities Services S.C.A., Frankfurt Branch, Europa-Allee 12, 60327 Frankfurt am Main, Germany.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• Feb 01, 2021
|
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
|
Market Pulse
• Feb 01, 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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|
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• Jan 31, 2021
|
Bruno Paulson
For earnings that can hold up in tough times, the International Equity Team explains why they advocate for high quality compounders.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Jan 29, 2021
|
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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Insight Article
• Jan 28, 2021
|
Kristian Heugh
Barron’s recently convened a panel of three global money managers and an economist
to lead a virtual tour of international economies and markets. En route, they identified
20 attractive non-U.S. stocks that should be on investors’ radar.
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2021-outlooks
liquidity
Liquidity
page
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2021 Outlooks
• Jan 27, 2021
|
Robert Leggett,
Jonas Kolk,
Brian Buck
The New Year celebration this year took different meaning than usual as many looked to turn a new chapter into 2021 and put the global pandemic-induced struggles of 2020 behind them. Read more about how the money market landscape may look this coming year.
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2021-outlooks
fixed-income
Fixed Income
page
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2021 Outlooks
• Jan 26, 2021
|
Gregory Finck
The impacts of COVID-19 on risk and performance across securitized sectors have varied significantly. Yet, the Securitized Fixed Income team believes the market has reasonably adjusted credit spreads to reflect current risk profiles making a promising outlook for securitized assets in 2021.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Jan 25, 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.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
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
|
Media Appearance
• Jan 21, 2021
|
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
|
2021 Outlooks
• Jan 20, 2021
|
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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2021-outlooks
real-assets
Real Assets
page
|
2021 Outlooks
• Jan 19, 2021
|
Morgan Stanley Real Estate Investing
The uneven nature of the depth and timing of the expected economic recovery means more differentiated real estate investing opportunities. Morgan Stanley Real Assets Investing provide investors with an insight into what the new real estate cycle being ushered in may bring.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Jan 19, 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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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• Jan 15, 2021
|
Portfolio Solutions Group
In this paper, the PSG Team analyzes whether GPs have been able time the market and increase investments in favorable years. The team concludes that GPs have not historically taken advantage of market timing and thus investors should increase their commitments in order to obtain the desired exposure to investments at favorable valuations.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Jan 15, 2021
|
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.
|
|
|
|
global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• Jan 15, 2021
|
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
|
Tales From the Emerging World
• Jan 12, 2021
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, unveils his top ten trends of 2021.
|
|
|
|
2021-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2021 Outlooks
• Jan 12, 2021
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, outlines the three primary reasons why markets rallied in 2020 despite economic turmoil.
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2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• Jan 11, 2021
|
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
|
2021 Outlooks
• Jan 11, 2021
|
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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|
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Jan 11, 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.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• Jan 11, 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.
|
|
|
|
2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2021 Outlooks
• Jan 11, 2021
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, provides a 60 second overview of why he believes that 2021 will be an overall good year for equities, but we should anticipate a tougher road ahead, with a lot more volatility.
|
|
|
|
2021-outlooks path
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• Jan 10, 2021
|
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.
|
|
|
|
2021-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
2021 Outlooks
• Jan 10, 2021
|
Andrew Harmstone
Economic uncertainty wrought by COVID-19 and U.S. politics is dissipating. Andrew Harmstone, Head of the 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
|
2021 Outlooks
• Jan 05, 2021
|
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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|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• Jan 05, 2021
|
Richard Ford
Richard Ford, Portfolio Manager, Global Head of Credit, provides a 60 second overview of why the team believes that the global economy is primed for a strong 2021.
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2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• Jan 04, 2021
|
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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market-pulse
fixed-income
Fixed Income
audio
|
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.
|
|
|
|
2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• Jan 04, 2021
|
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.
|
|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• Jan 04, 2021
|
Eric Baurmeister
Eric Baurmeister, Portfolio Manager and Head of Emerging Markets Debt, provides a 60 second overview of why the team believes that conditions for EMD outperformance in 2021 appear to be in place.
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|
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sustainable-investing
2021-outlooks
fixed-income
Fixed Income
page
|
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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|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• Jan 04, 2021
|
Barbara Calvi,
Navindu Katugampola
Navindu Katugampola, Head of Sustainability for the Global Fixed Income Team, along with Barbara Calvi, highlight the 5 key themes that will shape the market for sustainable investing in 2021.
|
|
|
|
2021-outlooks
fixed-income
Fixed Income
page
|
2021 Outlooks
• Dec 31, 2020
|
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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|
|
|
2021-outlooks
fixed-income
Fixed Income
video
|
2021 Outlooks
• Dec 31, 2020
|
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a 60 second overview of the factors impacting fixed income markets in 2021.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
audio
|
Media Appearance
• Dec 29, 2020
|
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
|
2021 Outlooks
• Dec 22, 2020
|
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.
|
|
|
|
2021-outlooks
active-fundamental-equity
Active Fundamental Equity
video
|
2021 Outlooks
• Dec 22, 2020
|
Bruno Paulson
The development of COVID-19 vaccines has offered hope. However, even once the world returns to something like “normal”, we believe the legacy of the pandemic is the acceleration of three existing trends.
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|
|
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• Dec 21, 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.
|
|
|
|
consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• Dec 21, 2020
|
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
|
2021 Outlooks
• Dec 21, 2020
|
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
|
Global Fixed Income Bulletin
• Dec 16, 2020
|
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.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
audio
|
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.
|
|
|
|
2021-outlooks global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
2021 Outlooks
• Dec 15, 2020
|
Cyril Moulle-Berteaux,
Sergei Parmenov
The Global Multi-Asset Team discusses their outlook for 2021 in ‘The World Will Look Radically Different in 2021.'
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
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.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
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
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
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.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
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.
|
|
|
|
tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
Tales From the Emerging World
• Dec 08, 2020
|
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.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
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.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
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.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
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.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• Dec 04, 2020
|
Drew Hambly
MSIM discusses three trends observed during the largely virtual 2020 proxy voting season.
|
|
|
|
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.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
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.
|
|
|
|
private-credit-and-equity
Private Credit & Equity
page
|
Media Appearance
• Nov 30, 2020
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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
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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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active-fundamental-equity
Active Fundamental Equity
page
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Press reprint
• Nov 25, 2020
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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
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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
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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
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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
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Market Pulse
• Nov 16, 2020
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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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private-credit-and-equity
Private Credit & Equity
page
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Press reprint
• Nov 15, 2020
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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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global-multi-asset-viewpoint market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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Global Multi-Asset Viewpoint
• Nov 15, 2020
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Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Multi-Asset Portfolios: Low Yields, Inflation Risk Ahead."
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• Nov 11, 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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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• Nov 11, 2020
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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
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Tales From the Emerging World
• Nov 10, 2020
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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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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• Nov 10, 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
• Nov 09, 2020
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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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liquidity-watch
liquidity
Liquidity
audio
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Liquidity Watch
• Nov 05, 2020
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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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market-pulse
fixed-income
Fixed Income
video
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MARKET PULSE
• Nov 05, 2020
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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
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Engagement Report
• Nov 03, 2020
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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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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• Nov 02, 2020
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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
active-fundamental-equity
Active Fundamental Equity
audio
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Market Pulse
• Oct 30, 2020
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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
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INSIGHT AUDIO
• Oct 30, 2020
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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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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• Oct 29, 2020
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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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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• Oct 29, 2020
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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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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• Oct 28, 2020
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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
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