Neil Stone

Managing Director

Neil Stone

Managing Director

Neil Stone

Managing Director

Biography
Strategies
Insights
Team

Biography

Background

Neil is a portfolio manager on the Global Fixed Income team. He joined Morgan Stanley in 1995 and has 36 years of investment experience. Previously, he served as a vice president in Mortgage Research at Morgan Stanley. Prior to joining the firm, Neil was a director of Fixed Income Research at Credit Suisse First Boston. He received a B.S. in accounting and decision sciences and an M.B.A. in social systems sciences from the Wharton School of the University of Pennsylvania.

36 yrs

INDUSTRY EXPERIENCE

1995

STARTED WITH FIRM

36 yrs

INDUSTRY EXPERIENCE

1995

STARTED WITH FIRM

Strategies

Strategy Name	Description
Core Fixed Income Strategy	Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
Core Plus Fixed Income Strategy	Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.
Global Securitized Strategy	Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.
Government Bond Strategy	Seeks a high level of income through value-oriented investing in U.S. government securities.
U.S. Limited Duration Strategy	Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.
U.S. Long Duration Strategy	Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.
U.S. Mortgage Strategy	Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.
U.S. Short Duration Strategy	Invests primarily in U.S. government securities and investment-grade corporate bonds with maturities less than three years.

Core Fixed Income Strategy

Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.

Core Plus Fixed Income Strategy

Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.

Global Securitized Strategy

Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.

Government Bond Strategy

Seeks a high level of income through value-oriented investing in U.S. government securities.

U.S. Limited Duration Strategy

Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.

U.S. Long Duration Strategy

Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.

U.S. Mortgage Strategy

Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.

U.S. Short Duration Strategy

Invests primarily in U.S. government securities and investment-grade corporate bonds with maturities less than three years.

Insights

Global Fixed Income Bulletin

The Heat Is On

Dec 16, 2020

Our Global Fixed Income team believe that vaccine makers, governments, legislators, central banks and citizens can deliver a bright economic future in 2021/22.

Global Fixed Income Bulletin

How Big Are the Waves?

Nov 11, 2020

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.

Global Fixed Income Bulletin

The Devil Is in the Details

Oct 16, 2020

Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.

View More Insights

Team

Global Fixed Income Team View Team Details >

Michael B. Kushma

Chief Investment Officer of Global Fixed Income

33 years industry experience

Eric Baurmeister

Managing Director

27 years industry experience

Jim Caron

Managing Director

29 years industry experience

Richard Class

Managing Director

21 years industry experience

Matthew C. Dunning

Executive Director

27 years industry experience

Gregory A. Finck

Managing Director

29 years industry experience

Richard Ford

Managing Director

30 years industry experience

Leon Grenyer

Managing Director

25 years industry experience

Eric Jesionowski

Executive Director

25 years industry experience

Richard Lindquist

Managing Director

39 years industry experience

Warren Mar

Managing Director

26 years industry experience

Joseph Mehlman

Managing Director

19 years industry experience

Christian G. Roth

Managing Director

34 years industry experience

Neil Stone

Managing Director

36 years industry experience

Sahil Tandon

Managing Director

17 years industry experience

Tom D. Wills

Managing Director

23 years industry experience

Team members may change from time to time.

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.