Lipper 2022

When We Win,
You Win

Morgan Stanley Investment Management Eaton Vance, Parametric and Calvert won 19 Lipper Fund Awards for delivering strong risk-adjusted performance relative to peers.

Lipper 2022

When We Win,
You Win

Morgan Stanley Investment Management Eaton Vance, Parametric and Calvert won 19 Lipper Fund Awards for delivering strong risk-adjusted performance relative to peers.

Products

Strategies ( )

Market Insights

The Evolution of GP-Led Secondaries

Nash Waterman, Head of Private Markets Secondaries at Morgan Stanley Investment Management, and Boris Secciani, journalist and Head of Research for the Italian publication Fondi&Sicav, discuss the evolving landscape of GP-led secondaries, and why investors should take note. In this Q&A session, the pair address the history of GP-led deals, and how a focus on high performing companies has made the strategy a compelling choice for investors.

Insight Article

An Evolving Private Markets Landscape

With public markets broadly expected to deliver lower investment returns, it is no surprise that interest in alternatives continues to grow. In this piece, we look at the shifting dynamics within the private markets space and discuss some of the potentially attractive investment opportunities investors should be aware of.

Resources

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Sustainable Investing

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Sustainable Investing Policy

We know the value of active management in today's market.

Counterpoint Global

Global Endurance

Consilient Observer

Wealth Transfers

Investors focus on management's investments in the business, but they should also pay attention to wealth transfers that arise from management buying and selling the company’s stock.

Opportunity Optimum

Opportunity Optimum

Welcome to Opportunity Optimum, a writing series in which the Global Opportunity team discusses how and where they are finding the best opportunities to invest capital around the world.

Consilient Observer

Intangibles and Earnings

The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inconsequential for others. Overall, we estimate that earnings for the S&P 500 would be about 10 percent higher with these changes. This suggests great caution in comparing earnings or valuation multiples over time.

Global Fixed Income

Global Fixed Income Opportunities Strategy

Core Plus Fixed Income Strategy

global fixed income bulletin

One Small Step for Interest Rates, One Giant Leap for Monetary Policy

Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine. March was another brutal month for financial markets, capping one of the worst quarters since the 1980s. Indeed, it did not take long for markets to realize the inflationary/stagflationary implications of the war and resulting sanctions on Russia. The Global Fixed Income team shares its thoughts.

Global Fixed Income Bulletin

Navigating through the Fog of War

Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine.

Jim Caron, Portfolio Manager and Chief Fixed Income Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Sustainable Investing

How Accounting for Impact Can Deliver the Real Value of ESG

This paper focuses quantifying impact-how companies affect society and the environment through their employees, customers and products-through ESG metrics.

Engagement Report

Emerging Markets ESG and Sustainability - 2022 Report

EM Equity team report how they actively advocated for sustainable corporate policies during 2021 and share their ESG engagement priorities for 2022.