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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  Jun 16, 2021

Equity Market Commentary - June 2021 

Andrew Slimmon
In his June TAKE, Andrew Slimmon shares a number of historical market precedents that may provide insight regarding current equity markets and investor behavior.

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Caron’s Corner  •  Jun 16, 2021  •  8:41 Min

Key Takeaways From Today’s Fed Meeting 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Caron’s Corner  •  Jun 14, 2021  •  11:16 Min

What if Inflation Is Not Transitory - and What Happens Next? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  Jun 11, 2021

US Inflation: Real or Noise? 

Andrew Harmstone, Manfred Hui
Inflationary pressures are likely to persist in the second half of the year, with the potential for upside surprises. The GBaR team explain why these may be temporary effects, rather than the start of a new inflationary regime.

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active-fundamental-equity Active Fundamental Equity page
Media Appearance  •  Jun 10, 2021

Foreign Affairs: The Resurgence of the Rest  

Ruchir Sharma
Writing in FOREIGN AFFAIRS Ruchir Sharma outlines why he believes that the decade ahead will be good for the developing world and emerging markets investors.

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sustainable-investing audio
Sustainable Investing  •  Jun 10, 2021  •  22:39 Min

Emily Chew featured in Brunswick Group's podcast, ESG Agenda 

Emily Chew
In a recent episode of Brunswick Group’s podcast, The ESG Agenda, Emily Chew, Executive Vice President and Chief Responsible Investment Officer of Calvert gives practical recommendations for boards to develop their companies’ corporate strategy in the era of sustainability disruption.

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fixed-income Fixed Income page
Insight Article  •  Jun 09, 2021

Preferred Market Update 

Kevin Lynyak, James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  Jun 08, 2021

MSIM’s Securitized Sustainability Framework: Promoting Responsible Lending & Driving Positive Impact Alignment 

Gregory Finck, Navindu Katugampola, Barbara Calvi, Erin K. Glenn
Environmental, Social and Governance (ESG) factors are most often discussed in the context of corporate and sovereign debt issuers. But that’s changing, according to the Securitized Fixed Income Team, as client demand is driving change when it comes to mortgage and other asset-backed securities.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  Jun 08, 2021  •  11:11 Min

Fixed Income Update with Kevin Lynyak 

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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Caron’s Corner  •  Jun 07, 2021  •  11:54 Min

The Jobs "Wager"  

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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sustainable-investing page
Sustainable Investing  •  Jun 04, 2021

Mona Benisi Wins 2021 Women in Sustainability Leadership Award 

Mona Benisi
Mona Benisi wins prestigious Women in Sustainability Leadership Award

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fixed-income Fixed Income audio
Insight audio  •  Jun 04, 2021  •  7:54 Min

Municipal Update with John Dillon 

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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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  Jun 02, 2021

Where the Digital Future Will Unfold 

Ruchir Sharma
The most ingenious uses of future digital technology are likely to be shaped in the emerging world. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  Jun 02, 2021

MSIM Fixed Income Engagement Strategy: Integrated, Insightful, Influential 

Barbara Calvi, Navindu Katugampola, Anuj Gulati
Fixed income investors play an important role in pursuing positive sustainability outcomes through a constructive dialogue with issuers around ESG. The MSIM Global Fixed Income Team explains how they incorporate engagement throughout their investment process.

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Caron’s Corner  •  Jun 01, 2021  •  11:16 Min

Labor, Labor, Everywhere, Not a Person to Hire 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  May 26, 2021

Scale and Diversification 

Marcus Watson
The twin virtues of scale and diversification in our high-quality holdings have played a part in their strong earnings performance both through the recent crisis and over time. Marcus Watson explains.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  May 25, 2021  •  12:00 Min

Fixed Income Update with Kevin Lynyak 

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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Takeaways & Key Expectations  •  May 24, 2021

Equity Market Commentary - May 2021 

Andrew Slimmon
In his May TAKE, Andrew Slimmon shares his thoughts about what might happen to the U.S. equity markets should Wall Street continue to revise earnings estimates upward.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  May 24, 2021  •  8:24 Min

It’s Better to Travel Than Arrive 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  May 21, 2021

Re-Examining the Role of US Treasurys in Institutional Portfolios 

Portfolio Solutions Group
In this paper, the Portfolio Solutions group explains why they believe that both the current low-yield environment and the likely impact on inflation and rates of the momentous events unfolding across the economic, financial and political landscape are weakening the pillars that support the case for US Treasurys.

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fixed-income Fixed Income audio
Insight audio  •  May 21, 2021  •  7:21 Min

Municipal Update with John Dillon 

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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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  May 19, 2021

The Economics of Customer Businesses 

Michael Mauboussin, Dan Callahan
This report focuses on the customer as the basic unit of analysis in understanding value. The idea of customer lifetime value has been around for decades, but we believe our discussion is richer and more nuanced than what many companies and analysts present. We discuss a framework called customer-based corporate valuation, which links customer economics to shareholder value and offers a more robust way to forecast revenues. We also show the limitations of common ratios such as customer lifetime value to customer acquisition cost (LTV/CAC), explore how companies can create consumer and supplier surplus, provide a case study, examine trade-offs in the drivers of value, and explore common errors.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  May 17, 2021

An Introduction to Alternative Lending 

Kenneth Michlitsch
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  May 17, 2021  •  11:48 Min

Like Looking Through a Dirty Window: The Data Is Noisy and Unclear 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  May 14, 2021

Welcome to the Brave New World! 

Global Fixed Income Team
After rising significantly in March, U.S. Treasuries and most other developed market government bond yields fell measurably, despite solid, surprisingly strong economic data. The Global Fixed Income Team examines what these dynamics mean for fixed income investors.

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real-assets Real Assets page
Insight Article  •  May 13, 2021

U.S. Office Workplace Survey: Reduced, Reconfigured, but Still Required 

Morgan Stanley Real Estate Investing
The largest investable commercial real estate segment in the U.S., the office sector has also been the most affected by the pandemic. Morgan Stanley Real Estate Investing conducted a survey of U.S. corporates to find out what will really be the lasting impact of COVID-19 on the sector. The findings are in the team’s latest piece.

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fixed-income Fixed Income page
Insight Article  •  May 12, 2021

Preferred Market Update 

Kevin Lynyak, James Benadum
Kevin Lynyak and James Benadum provide a review and outlook on the Preferred Securities Market.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  May 11, 2021  •  10:51 Min

Fixed Income Update with Kevin Lynyak 

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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Caron’s Corner  •  May 10, 2021  •  9:58 Min

There Is a Risk of Investor Complacency. Here’s How Bonds Can Help 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  May 10, 2021

The Problem is the P not the E 

Andrew Harmstone
US equities are expensive, but valuations do not yet appear extreme enough to qualify as a bubble, given strong earnings growth and current low interest rates. With ample fiscal support and liquidity, we see limited downside risk in the short term.

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fixed-income Fixed Income audio
Insight audio  •  May 07, 2021  •  9:20 Min

Municipal Update with John Dillon 

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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market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  May 05, 2021  •  5:48 Min

Market Alert with Andrew Slimmon: Is There a Fat Pitch? 

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  •  May 05, 2021  •  4:54 Min

Five Reasons To Be Bullish on the American Consumer 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines her five reasons to have confidence in the American consumer.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  May 03, 2021  •  8:30 Min

Strong Data Brings Inflation Risks – Should We Be Worried? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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real-assets Real Assets page
Media Appearance  •  May 03, 2021

Back to the Future With the Energy Transition 

Chris Ortega
The outlook for renewable energy infrastructure in the U.S. has never looked more promising. Morgan Stanley Infrastructure Partners’ Chris Ortega discusses the importance of investing to support the whole value chain of technologies that will facilitate the transition away from carbon-intensive energy systems.

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global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  Apr 30, 2021

Could Value be Starting a Structural Bull Market? 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Could Value be Starting a Structural Bull Market?"

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  Apr 30, 2021

Engage Spring 2021 

Vladimir Demine
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  Apr 29, 2021

Is quality now (relatively) on sale? 

Bruno Paulson
There are reasons to believe that the recent “Growth Bubble” may have peaked and the “Value Rally” is nearing its end. In our minds this presents an excellent opportunity to invest in Quality Compounders. Bruno Paulson explores.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  Apr 29, 2021

A Strong Recovery in the Economy is Still Falling Short of Fed Objectives 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  Apr 28, 2021  •  9:54 Min

Fixed Income Update with Kevin Lynyak 

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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Caron’s Corner  •  Apr 26, 2021  •  7:56 Min

The Policy Clash Point? Worries of an Easy Fed Transitioning to Future Tightening May Be Premature 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  Apr 23, 2021

The More Things Change, the More they Stay the Same 

Global Fixed Income Team
Vaccination numbers are far better than anticipated, but, given market pricing and expectations, the strategy implications remain unchanged. GFIO Team explores.

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fixed-income Fixed Income audio
Insight audio  •  Apr 23, 2021  •  8:41 Min

Municipal Update with John Dillon 

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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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
ENGAGEMENT REPORT  •  Apr 20, 2021

ESG Progress and Outlook - 2021 Report 

Global Emerging Markets Team
The team shares their progress on ESG engagement in 2020, how they actively promoted better corporate behaviour, and their 2021 engagement priorities.

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Caron’s Corner  •  Apr 19, 2021  •  9:16 Min

Twin Peaks: After Growth and Fiscal Spending Plateau, What Comes Next? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Media Appearance  •  Apr 16, 2021

Morgan Stanley's Seema Hingorani Wants More Women In Finance. What She Would Do. 

Seema Hingorani
Seema Hingorani talks to Barron’s about the dearth of women in investment management, why it has been so hard to change the face of the industry and what more is needed.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  Apr 15, 2021

Developed Markets Leading the Charge 

Andrew Harmstone
Rapid vaccine rollouts, combined with stimulative policy, have made Developed Markets and particularly the US, leaders of the global recovery. Yet there are reasons to be cautious, as record levels of equity issuance and inflows create a tug-of-war.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  Apr 14, 2021

Market-Expected Return on Investment 

Michael Mauboussin, Dan Callahan
This report describes market-expected return on investment (MEROI), which measures the return at which the present value of a company’s profits equals the present value of its investments. This allows executives and investors to see how high the bar is set. Measuring returns has become harder as investments have shifted from being mostly tangible to intangible. We gain a clearer view of returns and expectations by separating expenses and investments properly. We break new ground by connecting valuation and accounting.

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fixed-income Fixed Income page
Insight Article  •  Apr 12, 2021

Rates Reset: Rising Interest Rates and Rising Tax Rates 

Kevin Lynyak, John Dillon, James Benadum
The Fixed Income Managed Solutions Team provides an update on the Global Fixed Income Markets, which continued to normalize over the first quarter, as the effect of the relief packages hit, and the pace of vaccinations surprised on the upside.

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fixed-income Fixed Income page
Insight Article  •  Apr 12, 2021

What a difference a year makes: High yield opportunities in 2021 

Richard Lindquist, Jack Cimarosa
Amid improving economic data, declining defaults, and the relatively low level of nominal and real yields the Global High Yield Team explains why they believe high yield bonds remain one of the most appealing investment options available across Fixed Income.

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fixed-income Fixed Income page
Insight Article  •  Apr 12, 2021

Preferred Market Update 

Kevin Lynyak, James Benadum
Kevin and James  provide an update on the Preferred Securities Market, which saw a rebound in March thanks to stabilizing interest rates and retail inflows.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  Apr 12, 2021  •  10:53 Min

Inflation Rising Sharply but Is it Anchored or De-anchored? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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fixed-income Fixed Income audio
Insight audio  •  Apr 09, 2021  •  7:01 Min

Municipal Update with John Dillon 

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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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  Apr 08, 2021

Decarbonisation: The Basics 

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.

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Tales From the Emerging World  •  Apr 07, 2021

Brazil: Populism versus Commodities  

Ruchir Sharma
Will doubts about economic reform prevent Brazil from capitalizing on the nascent revival of commodity prices in emerging markets? Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  Mar 31, 2021

ESG in Sovereign Fixed Income Investing: Identifying Opportunities, Correcting Biases 

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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global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  Mar 31, 2021

Will the Bond Bear Kill the Equity Bull? 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Will the Bond Bear Kill the Equity Bull?"

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  Mar 31, 2021

Why big brands thrive in a digital age 

Nic Sochovsky
Hasn’t the internet leveled the playing field for big and small brands? Nic Sochovsky of the International Equity team looks at why big brands continue to thrive in the digital age.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  Mar 30, 2021

2021 Investment Outlook: Managing Portfolio Risk During a Period of Equity Highs and Interest Rate Lows 

William Littleton, Ron Bezoza, Nathan Sheldon
The Managed Solutions Group examines how the markets performed in 2020 and provides their thoughts on what they expect for 2021.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  Mar 30, 2021  •  8:42 Min

Fixed Income Update with Kevin Lynyak 

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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Caron’s Corner  •  Mar 29, 2021  •  6:21 Min

After the U.S. in Q1, Where Is the Next Big Growth Surprise? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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fixed-income Fixed Income audio
Insight audio  •  Mar 26, 2021  •  7:46 Min

Municipal Update with John Dillon 

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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Insight Article  •  Mar 25, 2021

Why Emerging Markets Leaders Now? 

Vishal Gupta
Investors seeking a risk-managed approach to emerging markets growth should consider Emerging Markets Leaders their guide, says Portfolio Manager, Vishal Gupta.

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Media Appearance  •  Mar 22, 2021

Growth Portfolio Featured in Investor's Business Daily 

Counterpoint Global
“So how do the fund managers of one of the best growth mutual funds decide which stocks to own? A sustainable competitive advantage, strong balance sheets and attractive risk/reward are just a few of the traits they seek.”

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Caron’s Corner  •  Mar 22, 2021

Have We Reached ‘‘Peak Surprise” for 2021? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  Mar 21, 2021

ESG Investing: Living in a Material World 

Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results? As Leslie Delany of the Applied Equity Advisors team explains, the answer is a resounding yes. The key is materiality.

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Sustainable Investing  •  Mar 19, 2021

How to Select Sustainable Compounders 

Vladimir Demine
Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.

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Insight Article  •  Mar 19, 2021

In the Search for Yield, Alternative Lending Delivers 

Kenneth Michlitsch
Consumer borrowers demonstrated fundamental resilience in 2020, which validated fintech-driven alternative lending’s long-term value proposition in our view.

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PATH  •  Mar 18, 2021

Markets jitter, but economy on track 

Andrew Harmstone
The prospect of inflation, rising interest rates and investor exuberance are making markets jittery. Yet economic recovery appears to be on track. Andrew Harmstone and his team discuss what this means for their portfolios.

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Insight Article  •  Mar 18, 2021

Machine Learning Is Changing the Game for the Next Generation of Consumer Borrowers 

Kenneth Michlitsch
Ken Michlitsch, AIP Alternative Lending Group Portfolio Manager, interviews Upstart CEO David Girouard about the increasingly important role machine learning plays in the consumer lending process.

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Takeaways & Key Expectations  •  Mar 17, 2021

Equity Market Commentary - March 2021 

Andrew Slimmon
In his March TAKE, Andrew Slimmon addresses three timely questions that currently puzzle investors about opportunities in the equity market and potential ways to put additional funds to work.

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Sustainable Investing  •  Mar 17, 2021

Investing Wisely By Avoiding Permanent Destruction of Capital 

Jill Ytuarte
Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.

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Market Pulse  •  Mar 16, 2021  •  10:22 Min

Fixed Income Update with Kevin Lynyak 

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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Global Fixed Income Bulletin  •  Mar 15, 2021

A Tantrum, or the Return to Fair Value? 

Global Fixed Income Team
It’s all about the economy. According to the Global Fixed Income Team, the outlook for fixed income, more than ever, is about the trajectory of the economy and policymakers’ attitude towards it.

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Caron’s Corner  •  Mar 15, 2021  •  7:05 Min

The Fed: Waiting For (the) Go-Dot 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Sustainable Investing  •  Mar 15, 2021

Holistic and Responsible Investing in a Rapidly Changing World 

Laura Bottega
Laura Bottega discusses how global factors encourage companies to balance profit and ESG.

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Insight Article  •  Mar 12, 2021

"Undiscovered" Secondary Markets 

Jarrod Quigley
Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.

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Sustainable Investing  •  Mar 10, 2021

ESG Is Crucial to High-Quality Compounding 

Bruno Paulson
Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.

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Tales From the Emerging World  •  Mar 09, 2021

Why the Housing Boom Has Legs 

Ruchir Sharma
The pandemic has been full of surprises for global markets, none more unexpected than the housing boom. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explores.

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Market Pulse  •  Mar 08, 2021  •  7:24 Min

Bond Yields Are Actually Low, Not High 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Sustainable Investing  •  Mar 08, 2021

ESG Focus Adds Value For Our Clients 

Vladimir Demine
Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.

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Media Appearance  •  Mar 07, 2021

Crain's Notable Women on Wall Street 

Morgan Stanley Real Estate Investing
Cindy Dishmey, head of Data Strategy for Investment Management’s Global Real Assets group, named in Crain’s 2021 Notable Women on Wall Street list.

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Market Alert  •  Mar 03, 2021  •  4:44 Min

Market Alert with Andrew Slimmon: No Panic, DC is Doing it Instead.  

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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Sustainable Investing  •  Mar 03, 2021

Being Principled, Without Sacrificing Return 

William Lock
William Lock explains why there is no need for compromise between returns and principles.

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Media Appearance  •  Mar 02, 2021

Barron's Best Fund Families of 2020 

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  •  Mar 02, 2021  •  16:47 Min

Fixed Income Update with Kevin Lynyak 

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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Media Appearance  •  Mar 01, 2021

The Future Is Digital 

Yacine Saidji, John Watson
Digital infrastructure has earned its stripes as an essential service during the pandemic. That will have significant implications for the future of the asset class, say Morgan Stanley Infrastructure Partners’ Yacine Saidji and John Watson

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Caron’s Corner  •  Mar 01, 2021  •  8:53 Min

There’s a Thin Line Between Easy and Tight Policy 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Market Pulse  •  Feb 28, 2021

Preferred Market Update 

Kevin Lynyak, James Benadum
Kevin and James provide an update on the Preferred Securities Market, after another month of rising rates and robust primary market issuance.

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Market Pulse  •  Feb 26, 2021  •  8:23 Min

Municipal Update with John Dillon 

Fixed Income Managed Solutions