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PATH • Mar 27, 2020 • 1:41 Min
Coronavirus: Focus Shifts to the US AUDIO Christian Goldsmith, Andrew Harmstone Christian Goldsmith, Portfolio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • Mar 27, 2020
Fixed Income Market Update Michael Kushma, Richard Class Michael Kushma, Chief Investment Officer of Global Fixed Income, and Richard Class, Head of Product Development for EMEA and European Multi Sector Strategies, Portfolio Manager, presented an update on the Fixed Income Portfolio on 26 March 2020.

Market Alert • Mar 26, 2020 • 3:39 Min
Market Alert with Andrew Slimmon: Is The Relief Rally Here? 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.

Market Pulse • Mar 25, 2020
High Yield Outlook: Current Risks and Opportunities Global Fixed Income Team Historically, high yield has proven itself to be resilient. It is our view that active managers have the potential to outperform, avoid problematic sectors, and minimize default losses.

Market Pulse • Mar 24, 2020 • 7:30 Min
Credit Check with Richard Ford Global Fixed Income Team Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • Mar 23, 2020
Liquidity vs. Solvency = Fed vs. Fiscal Stimulus Jim Caron The Fed is taking unprecedented action to help prevent a liquidity crisis from turning into a solvency crisis. Jim Caron explores what's been done so far.

Market Pulse • Mar 23, 2020
Coronavirus Update: The Outlook for Global Credit Richard Ford Richard Ford, Head of Credit with the Global Fixed Income Team, discusses the potential impact of the coronavirus on global credit markets.

Market Pulse • Mar 23, 2020 • 7:56 Min
Market Pulse with Jim Caron: Encouraging Signs Emerging From Fed & Fiscal Responses Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Insight Article • Mar 23, 2020

Five Sectors That Cannot Escape Climate Change

Andrew Harmstone

Climate change is inescapable and many—if not all—governments are responding more decisively than ever. A significant risk is that markets are not pricing in the effects of these policy responses quickly enough. We explore five sectors—financial services, mining, oil and gas, utilities and autos—likely to be hit the hardest.

Insight Article • Mar 20, 2020
BIN There, Done That Counterpoint Global BIN There, Done That - How to Reduce the Sources of Forecasting Error

PATH • Mar 20, 2020 • 01:55 Min
Coronavirus: At last - initial signs of credible action AUDIO Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the team’s latest market views with a focus on the impact of coronavirus.

Slimmon's Market Alert • Mar 18, 2020 • 3:29 Min
Flattening the Curve is Flattening the Market. At Least for Now. 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.

Market Pulse • Mar 18, 2020
International Equity Team: Coronavirus Impact: Global Brands/Franchise, Quality and Sustain Funds International Equity Team Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Market Pulse • Mar 17, 2020
International Equity Team: Coronavirus Impact: International Equity Fund International Equity Team Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Market Pulse • Mar 17, 2020
High Yield Update: Uncertainty Likely To Continue Global Fixed Income Team The coronavirus spread has continued to play out as many predicted but the market has clearly been disappointed in the policy responses received to date.

Global Equity Observer • Mar 17, 2020
Financing Climate Change William Lock, Bruno Paulson, Dirk Hoffmann-Becking Banking regulation may force the economy to shift towards a less carbon intensive model more quickly than expected. The International Equity Team discusses.

Market Pulse • Mar 15, 2020
Global Fiscal Stimulus Scorecard: The Cavalry is Coming, but Slowly & Arguing About Which Horse to Ride. Global Fixed Income Team Monetary policy has been exhausted. Now, we turn toward fiscal stimulus and market support policies. According to Jim Caron, the calvalry is coming, but slowly and arguing which horse to ride.

PATH • Mar 13, 2020 • 3:24 Min
GBaR: Latest Market Update Andrew Harmstone Andrew Harmstone shares the team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • Mar 13, 2020
European Central Bank: Looking for Silver Linings in Disappointment Anton Heese The initial market response to the European Central Bank (ECB) meeting on March 12th was disappointment – equity prices fell while Bund yields rose, depsite the ECB actually delivered nearly everything analysts had been expecting from it.

Market Pulse • Mar 12, 2020
International Equity Team: Coronavirus Impact: Global Brands/Franchise, Quality and Sustain Funds International Equity Team The International Equity Team monitors the direct market effects of the virus, and the indirect effects of the change in the macro environment on defensively positioned global portfolios.

Market Pulse • Mar 11, 2020
Energy Market Turmoil: What's Next? Global Fixed Income Team After what was supposed to be a coordinated supply cut by OPEC+ to balance markets and keep oil prices high, Saudi Arabia and Russia instigated an oil price war.

Slimmon's Market Alert • Mar 10, 2020 • 7:01 Min
How Much More Pain Is There? 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.

Market Pulse • Mar 10, 2020
Our Coronavirus Worries Are a Bit Different Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.

Macro Insight • Mar 09, 2020
Living on the Edge William Lock, Laura Bottega Late cycle investors considering a bumpier ride for markets may wish to revisit the attractions of truly active investing to bridge any potential yawning chasms ahead.

Sustainable Investing • Mar 06, 2020
ESG and Sustainable Investing Report Kristian Heugh, Marc Fox The Global Opportunity team shares its annual report on ESG engagement activity.

Market Pulse • Mar 03, 2020
Emergency Fed Cut: Not a Vaccine, but a Treatment for Symptoms Jim Caron On March 3, the Federal Reserve cut rates by 50 basis points (bps) to between 1-1.25%. What should fixed income investors make of this move?

Slimmon's Market Alert • Mar 02, 2020 • 4:26 Min
Is the Recession Scare Fully Priced In? 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.

Market Pulse • Mar 02, 2020
Update on Coronavirus and the Markets Global Fixed Income Team By now it’s clear the Coronavirus will have at least a short-term impact on the global economy. The question is, how do fixed income investors move forward?

Global Multi-Asset Viewpoint • Mar 02, 2020
Global Recovery Delayed, But Not Derailed Sergei Parmenov, Cyril Moulle-Berteaux MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Global Recovery Delayed, But Not Derailed."

Sustainable Investing • Mar 01, 2020
A Multi-Asset ESG Solution Portfolio Solutions Group A case study on how the Portfolio Solutions Group was able to put ESG practices to work on behalf of a newly established woman-led family office client of Morgan Stanley Wealth Management.

Global Fixed Income Bulletin • Feb 29, 2020
It's All about Virus Global Fixed Income Team It’s now clear the coronavirus pandemic will have a meaningful impact on the global economy. As long as the virus’s impact remains disruptive rather than destructive, we should be fine, eventually.

Sustainable Investing • Feb 28, 2020
Why ESG in Fixed Income Investing? Joseph Mehlman Portfolio Manager Joe Mehlman explores the beliefs underpinning the Global Fixed Income team's approach to ESG.

Sustainable Investing • Feb 28, 2020 • 2:14 Min
Four Reasons to Incorporate ESG in Sovereign Bond Investing Jim Caron Head of Global Macro Strategies Jim Caron discusses the potential benefits of using ESG in fixed income.

Sustainable Investing • Feb 28, 2020
A Systematic Approach to ESG Integration Joseph Mehlman Head of Credit Joe Mehlman explains how the team incorporates ESG factors in their investment process.

Sustainable Investing • Feb 28, 2020
ESG: An Essential Component to Securitized Assets Gregory Finck Gregory Finck explains what makes securitized assets a natural fit for incorporating ESG principles.

Slimmon's Market Alert • Feb 26, 2020 • 4:40 Min
Another Recession Scare? 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.

Press Release • Feb 26, 2020

cPacket Networks Secures $15 Million Investment from Morgan Stanley Expansion Capital

David N Miller, Pete Chung

cPacket Networks, a leading provider of network-aware application and security assurance solutions, announced it has completed a $15 million round of funding by Morgan Stanley Expansion Capital. The investment will be used to accelerate cPacket’s focus on product innovation and deployment of its broad range of high-performance network visibility products for the cloud, data center, and branch offices.

Expansion Capital Team - Private Equity - Insight Tile

Market Pulse • Feb 25, 2020
How to Read the Drop in U.S. Treasury Yields Jim Caron The U.S. 10 Year has reached historic lows. Jim Caron explores what that could say about the state of the U.S. economy.

Insight Article • Feb 24, 2020

Kristian Heugh featured in Bloomberg News

Kristian Heugh

Kristian Heugh and his Asia Opportunity Portfolio were highlighted in Bloomberg News. The portfolio focuses on undervalued companies with low debt or net cash on their balance sheets, many of which are found in consumer sectors. Heugh says “with more than 800 million people emerging from poverty since market reforms began in 1978, China is an especially attractive hunting ground for these consumption names.”

Global Multi-Asset Viewpoint • Feb 24, 2020
Inflation Worries Premature Cyril Moulle-Berteaux, Sergei Parmenov MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Inflation Worries Premature."

Insight Article • Feb 21, 2020
Bond Yields Will Rise, But When? Jim Caron U.S. bond yields have been declining for four decades. Jim Caron explores what could make the the next decade different.

2020 Outlook • Feb 20, 2020 • 4:25 Min
VIDEO: Not the Usual Suspects Andrew Harmstone This video provides a short summary of GBaR Team's Outlook for 2020

Global Fixed Income Bulletin • Feb 15, 2020
Just When You Thought It Was Safe to Go Back in the Water... Global Fixed Income Team Although markets grappled with conflicting forces in January – upbeat economic data versus the coronavirus risk – the Morgan Stanley Global Fixed Income Team explain their cautious optimism.

Insight Article • Feb 14, 2020
Applied Equity Advisors: Feb 2020 - Bullish Capitulation – Real Time Andrew Slimmon In his February commentary, Andrew Slimmon muses about the global equity market and wonders whether it has “gone off its rocker” considering the agitated state of affairs in the U.S. and the world.

Press Release • Feb 12, 2020

Funds advised by Apax Partners to acquire Cadence Education from Funds advised by Morgan Stanley Capital Partners

Aaron Sack, David N Miller, David Thompson

Funds advised by Apax Partners today announced they have reached an agreement to acquire Cadence Education, a leading provider of early childhood education in North America, from investment funds managed by Morgan Stanley Capital Partners (MSCP). The transaction is expected to complete in March 2020. Financial terms of the transaction were not disclosed.

Market Pulse • Feb 12, 2020
The Coronavirus and Its Impact on the Global Market Jim Caron What will be the long-term impact of the Coronavirus on the global economy? Jim Caron thinks it all depends on the shape of the eventual recovery.

Sustainable Investing • Feb 12, 2020
You Are Not Doing ESG Investing Vikram Raju The frequent appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.

Insight Article • Feb 11, 2020
AIP Hedge Fund Solutions Team Review and Outlook 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.

2020 Outlook • Feb 10, 2020
Fading the U.S. FOMO Market and Five Keys to Outperformance in 2020 Jitania Kandhari, Ben Rozin If "fear of missing out" has propelled the U.S. stock market over others, what can investors expect from the early years of the 2020s and the decade to come? The Active International Allocation team outlines their five key investment expectations.

Press Release • Feb 05, 2020

Morgan Stanley Capital Partners Completes Investment in World 50

James Howland, Aaron Sack, David N Miller

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced recently that they have completed an investment in World 50, Inc., a leading provider of private peer communities. MSCP partnered with the current management, led by CEO David Wilkie, who will remain CEO and continue to drive organic growth and acquisitions during the investment.

Slimmon's Market Alert • Feb 03, 2020 • 4:26 Min
Time to Panic or Time to Buy? 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.

Insight Article • Feb 03, 2020

Managed Futures as a Crisis Risk Offset Strategy

Managed Futures Team

Crisis risk offset is a term used to describe a group of strategies that seek to perform well in the event of an equity market collapse. In this paper, the MSIM Managed Futures Team explains why an allocation to such non-correlated strategies has the potential to dampen the impact of equity market volatility and enhance the expected risk-adjusted returns of an investor’s portfolio.

Insight Article • Jan 31, 2020
Applied Equity Advisors Monthly Commentary - January 2020 Andrew Slimmon Andrew Slimmon recaps 2019, highlighting the benefits of managing style-unconstrained strategies. Going into 2020 he acknowledges that the equity market is a complex beast, yet finds it remarkable how consistently it behaves relative to history.

Insight Article • Jan 31, 2020
Opportunities in A-shares Global Emerging Markets Team MSCI’s inclusion of China A-shares into global indices will undoubtedly boost investor focus. The Global Emerging Markets Team discusses opportunities in this vast and largely uncharted portion of China’s complex markets.

Global Equity Observer • Jan 31, 2020
The Second Mountain Laura Bottega, Bruno Paulson Today’s environmental and social issues offer businesses ample opportunity to focus on purpose as well as profit.

Sustainable Investing • Jan 31, 2020
Diving Below the Surface: ESG Integration in Emerging Markets Global Emerging Markets Team The Global Emerging Markets Team demonstrate how monitoring progress on ESG issues – through engagement with companies’ management teams – helps them build a more complete picture of the growth opportunities and risks in their portfolio.

Press Release • Jan 30, 2020

OpsRamp Secures Investment Led by Morgan Stanley Expansion Capital to Fortify Enterprise IT with a Single Platform for Digital Operations Management

David N Miller, Pete Chung

OpsRamp, service-centric AIOps platform for hybrid enterprise IT operations, today announced the closing of its latest round of investment led by Morgan Stanley Expansion Capital, and with new investor Hewlett Packard Enterprise (HPE). OpsRamp will use the investment to grow and scale the industry’s first cloud-based platform for discovery, monitoring, and automation of hybrid, multi-cloud, enterprise environments.

Press Release • Jan 27, 2020

Comar Announces Acquisition of iMARK Molding

James Howland, Aaron Sack, Mark Bye, David N Miller

Comar, a premier plastic packaging, dispensing, and medical device provider serving the Medical, Pharmaceutical, Consumer Healthcare, Personal and Home Care, Food and Beverage, and other niche market segments is thrilled to announce the acquisition of iMARK Molding, a custom contract manufacturer focused on serving the medical device industry.

2020 Outlook • Jan 24, 2020
Not the Usual Suspects Andrew Harmstone World economic growth appears sufficiently robust to resist recession, but is slowing enough to prompt some governments to implement fiscal stimulus programmes. Heading into 2020, we see the brightest spots for return potential as being outside the usual suspects.

Global Fixed Income Bulletin • Jan 15, 2020
Living the High Life Again…but for How Long? Global Fixed Income Team With a remarkable end to 2019, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2020.

Sustainable Investing • Jan 15, 2020
Bondholders to Companies: Let's Talk About Climate Change Global Fixed Income Team As the cost of climate change-related natural catastrophes grows, for the first time bondholders are pressing their portfolio companies about risks and other ESG topics.

Insight Article • Jan 14, 2020
Diverging Markets Demand Discerning Investors Real Assets Research and Investing Team While the global property market will continue to produce a robust flow of investment opportunities in 2020, the dispersion between countries, markets, sectors and asset types will likely require investors to deploy capital more thoughtfully.

Market Pulse • Jan 12, 2020
If the economy is so darn good, why are yields so darn low? Jim Caron Data is getting better, but bond yields are not following. What's going on here? Jim Caron explains.

Insight Article • Jan 07, 2020
Managing Downside Risk with Global Macro Strategies Robert M. Rafter Amid concerns about potentially unsteady and down markets, we believe two of the strategies employed by global macro managers are particularly worthy of consideration today: tail risk and long volatility.

Insight Article • Jan 07, 2020
Long-Short Equity Strategies - “Hedging” Your Bets Eric Stampfel Faced with market uncertainties, investors may be seeking ways to de-risk. Long-short equity strategies have the potential to provide steady gains even in down markets.

2020 Outlook • Jan 02, 2020

Time to View Hedge Funds through a Different Lens

Mark van der Zwan

While the outlook for equity and fixed income returns is uninspiring, this is precisely the type of environment in which hedge funds have the potential to perform well. Representing the most unconstrained form of active management, hedge funds are designed to exploit and amplify opportunities in ways that passive and long-only active strategies can’t.

Market-Outlook-2020-Hedge-Fund-Insight-Tile-1x1

Global Equity Observer • Dec 31, 2019
Between Scylla and Charybdis William Lock, Bruno Paulson How a quality bias helps investors steer between the twin perils of recession and inflation.

Sustainable Investing • Dec 31, 2019
Driving Value in Fixed Income Through ESG Joseph Mehlman, Sarah Harrison, Stella Ma Can investors incorporate ESG into their portfolios without giving up yield? The Global Fixed Income Team believes the answer is a resounding yes.

Slimmon's Market Alert • Dec 31, 2019 • 4 Min
Don’t Overreact to an Early January 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.

Insight Video • Dec 20, 2019 • 3:03 Min
4Q19 Review/Outlook: Global Fixed Income Opportunities Jim Caron Jim Caron explains what to expect in 2020, and why duration flexibility might be key to capturing new investment opportunities.

Press Release • Dec 19, 2019

Morgan Stanley Investment Management Raises $5.5 Billion for Its Third Global Infrastructure Fund

Morgan Stanley Infrastructure Partners

Morgan Stanley Infrastructure Partners, the private infrastructure investment team within Morgan Stanley Investment Management, today announced that it has raised $5.5 billion for North Haven Infrastructure Partners III, six months after the fund’s first close on June 19, 2019.

2020 Outlook • Dec 18, 2019
2020 Emerging Markets Debt Outlook: Differentiation over Duration Sahil Tandon, Warren Mar, Eric Baurmeister What forces will shape emerging markets fixed income next year? The Global Fixed Income team offers their view on what to expect in 2020.

Market Pulse • Dec 18, 2019
U.S. - China Phase 1: More a Truce Than a Deal, but a Step in the Right Direction Jim Caron On December 15 the U.S. and China stopped the “rock throwing” as no new tariffs were announced by either of the antagonists. And while there is no official deal in place, this “truce” is clearly a good first step, as outlined by Jim Caron.

Market Pulse • Dec 13, 2019
December FOMC: Connecting the Dots Jim Caron After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.

Market Pulse • Dec 13, 2019
December FOMC: Connecting the Dots Jim Caron After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.

2020 Outlook • Dec 09, 2019
2020 Public Infrastructure Outlook Global Listed Real Assets Team A variety of economic and structural tailwinds helped spur global listed infrastructure’s strong 2019 performance. The Global Listed Real Assets team takes a sector-based approach in examining those trends in 2020.

2020 Outlook • Dec 08, 2019
Fixed Income Outlook 2020: From Reset to Recovery Jim Caron In 2019, central banks cut rates aggressively and pushed bond yields lower to avoid a recession ─ one that never actually materialized. We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.

Insight Article • Dec 05, 2019
Equity Market Commentary - December 2019 Andrew Slimmon In his December commentary Andrew Slimmon talks about staying in the moment and focusing on “where we are NOW,” not where we might be six months or a year from now.

Insight Article • Dec 04, 2019
Alternative Risk Premia: Taking Control of Your Exposures Patrick Reid, Gary Chan ARP have the potential to mitigate downside risk, while in many cases still generating positive returns in a liquid and costefficient way.

Slimmon's Market Alert • Dec 04, 2019 • 4 Min
Capitulation is Just Commencing 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.

Insight Article • Dec 02, 2019

Alternative Lending: Why Today and Through the Credit Cycle?

Kenneth Michlitsch

Against a backdrop of low interest rates and tight corporate credit spreads, investors struggle to find sufficient yield from traditional fixed income. Fintech-driven alternative lending is a nascent, consumer-focused private credit asset class that potentially offers yield pick-up, as well as duration and diversification benefits.

Sustainable Investing • Dec 02, 2019
Engage with Us International Equity Team Engage with the International Equity Team on its perspectives about ESG in the Global Sustain Magazine.

2020 Outlook • Nov 30, 2019
Lower Growth Takes Root in a 4 D World Ruchir Sharma Our outlook for 2020 isn’t bullish or bearish, just realistic. We see the 4Ds – Depopulation, Declining productivity, Deglobalization and massive Debt – slowing growth worldwide in 2020.

2020 Outlook • Nov 30, 2019
Credit Outlook: A Year of Two Halves - Technical Is Temporary, Quality Is Permanent Richard Ford 2019 was a "goldilocks" year for credit. Will 2020 bring more of the same? The Global Fixed Income team offers their outlook for the year.

2020 Outlook • Nov 30, 2019
Swimming Against the Tide Matthew Leeman Investing in European equities has felt, at times, as if one is swimming against the tide. Attractive opportunities exist for 2020 for those prepared to look. Because tides turn.

Global Fixed Income Bulletin • Nov 30, 2019
The Song Remains the Same Global Fixed Income Team December’s unequal, even seemingly random, bond market performance reinforces our thesis that there are few themes that investors can latch onto.

Global Equity Observer • Nov 29, 2019
The ESG Advantage Vladimir Demine, William Lock, Bruno Paulson Does investing in companies with sound ESG practices mean investing in better companies?

Insight Video • Nov 28, 2019
Why Invest in Emerging Markets Small Caps? Omair Ansari Why Invest in Emerging Markets Small Caps? With little sell side coverage and so many growing companies, the small cap space offers high information inefficiencies with less volatility at an attractive price. And we believe their time is now.

Insight Article • Nov 27, 2019

Unprecedented Valuation Disparities in REITs Creates Opportunities for Active Managers

Global Listed Real Assets Team

The rise of passive investing and private real estate funds has created unprecedented valuation disparities in REITs, but these gaps tend not to last for long. Now may be an opportune time for investors and financial advisors to shift their allocations into actively-managed real estate strategies.

Unprecedented-Valuation-Disparities-in-REITs-Tile-1x1

Market Pulse • Nov 27, 2019
Top 10 for ‘20 Jim Caron In our view, 2019 was a mid-cycle reset where the Fed cut rates three times, capital expenditure bottomed out and global GDP slowed. The bad news is that yields are low and investors are long on duration, a big risk given that the Fed will likely stay on the sidelines and not lower rates in 2020.

Market Pulse • Nov 19, 2019
From Mid-Cycle Reset to Cyclical Recovery Jim Caron This time last year the market projected the economy was headed into a recession, and the Fed engaged in a policy mistake by planning to hike rates above 3.00%. Instead, what we realized was 75bps of rate cuts along with cuts from global central banks and a restart of quantitative easing (QE).

Global Fixed Income Bulletin • Nov 18, 2019
Normalization Continues Global Fixed Income Team In many ways, October was a continuation of the developments that started in September. Yet the Global Fixed Income Team now believes fixed income markets have reached a fork in the road: Either data will get better as geopolitical risks recede, or we will return to trade war concerns and deteriorating economic fundamentals.

Sustainable Investing • Nov 14, 2019
ESG Investing: Living in a Material World Leslie Delany Can exemplary corporate behavior on ESG issues really translate into better financial results and improved stock price performance? In our mind, the answer is a resounding yes. The key is materiality.

Insight Article • Nov 14, 2019
Equity Market Commentary - November 2019 Andrew Slimmon In his latest commentary Andrew Slimmon notes that the S&P 500 has finally broken out of its year-and-a-half trading range, and could end the year near 3200.

Slimmon's Market Alert • Nov 13, 2019 • 4 Min
The S&P 500 Has Broken Out to New Highs, Now What? 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.

Insight Article • Nov 08, 2019
Risk as a starting point — not an afterthought Andrew Harmstone Dazzling investment returns make good headlines─as do spectacular investment crashes. But seldom do we read stories about funds that excel in controlling volatility while delivering strong, competitive returns. Yet managing volatility is the key to surviving a sharp market downturn.

Insight Article • Nov 08, 2019
Our Formula for Earnings Resilience Laura Bottega In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.

Insight Article • Nov 07, 2019
The Real Problem with Low Yields Jim Caron Fixed income plays a special role in managing risk because it tends to be a safer, more liquid and less volatile asset. We still think that is largely true, however, there is a catch. Traditional bond strategies may be less effective in acting as a hedge and also have less appreciation potential than when yields were higher.

Global Equity Observer • Oct 31, 2019
Exploring Pricing Power William Lock, Dirk Hoffmann-Becking, Bruno Paulson Why is pricing power important? The International Equity Team explains why it is a key attribute of quality compounders.

Media Appearance • Oct 31, 2019
Advantage Featured in Morningstar's 10 Superb Defensive Stock Funds List Dennis Lynch The Morgan Stanley Institutional Fund Advantage Portfolio was featured in Morningstar’s list of “wide-moat” mutual funds with a Morningstar Analyst Rating of Silver or higher. Counterpoint Global’s long tenure was also highlighted in the article.

Insight Article • Oct 30, 2019
Fed Cuts Rates by 0.25% at October Meeting Global Liquidity Team The FOMC cut rates at its October meeting, driven by global developments and muted inflation. Chairman Powell noted the current federal funds target rate is likely to remain appropriate as long as there is no material reassessment to the Fed’s economic outlook.

Insight Article • Oct 25, 2019
Lessons from a 21-year-old Warren Buffett Kristian Heugh, Marc Fox Investing in high-quality companies—at the right price—may grow investors’ wealth while potentially providing a level of reassurance in falling markets.

Slimmon's Market Alert • Oct 25, 2019 • 4 Min
Market Alert with Andrew Slimmon 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.

Insight Video • Oct 22, 2019
3Q19 Review/Outlook: Global Fixed Income Opportunities Christian Roth The direction and magnitude of interest rate moves over the past year has been truly breathtaking. Chris Roth discusses the catalysts for these changes.

Sustainable Investing • Oct 22, 2019
Engage - Fall 2019 International Equity Team The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

Global Fixed Income Bulletin • Oct 17, 2019
Reversal Month Global Fixed Income Team What three principle reasons led to the sell-off in September and how have they impacted our positioning? The Global Fixed Income Team discusses.

Insight Video • Oct 14, 2019
VIDEO: Peak Car—or Just Bumps in the Road? Andrew Harmstone, Christian Goldsmith This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

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