global-equity-observer 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.

global-equity-observer page
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.

global-equity-observer page
Global Equity Observer  •  Jan 31, 2021

Avoiding losing money in equities 

Bruno Paulson
For earnings that can hold up in tough times, the International Equity Team explains why they advocate for high quality compounders.

global-equity-observer page
Global Equity Observer  •  Dec 08, 2020

A Value Rally Ahead? Looking in the Rear-View Mirror 

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.

global-equity-observer page
Global Equity Observer  •  Oct 19, 2020

Resilient Compounders: Worth Every Penny 

William Lock, Bruno Paulson
The International Equity Team’s three global strategies, on average, have earnings that are flat year to date, versus a 15% fall for the MSCI World Index as a whole. Bruno Paulson muses why high quality compounders don’t command a larger premium.

global-equity-observer page
Global Equity Observer  •  Sep 23, 2020

Health care in a pandemic 

Marcus Watson
The current crisis has tested conventional wisdom, including what to expect of health care companies. Marcus Watson examines the sector’s resilience in the face of a global pandemic.

global-equity-observer page
Global Equity Observer  •  Jul 16, 2020

Paying Up  

Dirk Hoffmann-Becking, Alex Gabriele
The payments industry is emerging as one of the most attractive parts of the Fintech world. The International Equity Team explains.

global-equity-observer page
Global Equity Observer  •  Jun 12, 2020

Unlocking the Future – The Post-COVID World 

William Lock, Bruno Paulson
As lockdown measures ease, the International Equity Team considers how the global pandemic has demonstrated the importance of a digital presence for companies.

global-equity-observer page
Global Equity Observer  •  May 15, 2020

The COVID-19 Accelerator 

Nic Sochovsky
Will COVID-19 be a great accelerator of existing forces and trends? The International Equity team explores.

global-equity-observer page
Global Equity Observer  •  Sep 27, 2019

Compounding in Health Care 

Marcus Watson
Where can you find high quality investments in the health care sector? Marcus Watson from our International Equity Team shares his views.

Warning Icon Sorry, there are no Italian versions available. Please switch back to view all versions.
The International Equity team follows a disciplined investment process based on fundamental analysis and bottom-up stock selection. They believe that the best route to attractive long-term returns is through compounding and providing reduced downside participation.

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.

Not FDIC Insured—Offer No Bank Guarantee—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

Subscriptions    •    Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.

Morgan Stanley Distribution, Inc. Member FINRA/SIPC.