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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  •  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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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  •  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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Insight Article  •  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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carons-corner fixed-income Fixed Income audio
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  •  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  •  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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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 active-fundamental-equity Active Fundamental Equity page
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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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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carons-corner fixed-income Fixed Income audio
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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active-fundamental-equity Active Fundamental Equity page
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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carons-corner fixed-income Fixed Income audio
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 active-fundamental-equity Active Fundamental Equity page
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 solutions-and-multi-asset Solutions & Multi-Asset page
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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solutions-and-multi-asset Solutions & Multi-Asset page
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 solutions-and-multi-asset Solutions & Multi-Asset page
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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solutions-and-multi-asset Solutions & Multi-Asset page
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 active-fundamental-equity Active Fundamental Equity video
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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active-fundamental-equity Active Fundamental Equity page
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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real-assets Real Assets page
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 fixed-income Fixed Income audio
Market Pulse  •  Feb 26, 2021  •  8:23 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  •  Feb 25, 2021

The Material Risk Indicator: A proprietary framework for assessing ESG risks and opportunities 

Vladimir Demine, Nathan Wong
How to record ESG company risks and opportunities in a consistent and comparable way? The International Equity Team explains the Material Risk Indicator.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  Feb 24, 2021

Equity Market Commentary - February 2021 

Andrew Slimmon
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  Feb 24, 2021

Insta-engagement 

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.

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Sustainable Investing  •  Feb 24, 2021

Assess, Engage, Perform: The Value of ESG Integration within High Yield 

Sarah Harrison, Navindu Katugampola, Barbara Calvi
Integrating ESG considerations into the high yield market presents both challenges and opportunities for investors. The Global Fixed Income team provides tangible examples of how their ever-evolving ESG framework has helped contribute to both alpha generation and risk mitigation in the last year.

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Caron’s Corner  •  Feb 22, 2021  •  10:22 Min

Clearing Initial Hurdles on the Track to Recovery 

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 Multi-Asset Viewpoint  •  Feb 20, 2021

What’s in Store for Real Rates in the U.S.? 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What’s in Store for Real Rates in the U.S.?"

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Market Pulse  •  Feb 17, 2021  •  12:15 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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PATH  •  Feb 16, 2021

Socially Divided 

Andrew Harmstone
The struggles of workers during the COVID-19 pandemic have brought into sharp focus long-standing social issues that affect every sector of the economy. The Global Balanced Risk Control Team looks at the investment implications.

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Caron’s Corner  •  Feb 16, 2021  •  8:04 Min

Rising Yields v Sustainable Growth: What Tips the Scales? 

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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Convergence  •  Feb 16, 2021

Culture Quant Framework 

Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.

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Global Fixed Income Bulletin  •  Feb 15, 2021

Alea iacta est ('the die is cast') 

Global Fixed Income Team
We want to own those areas that can withstand further macro/virus volatility and higher yields but have enough yield/spread to offer reasonable 2021 returns.

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Engagement Report  •  Feb 12, 2021

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.

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Market Pulse  •  Feb 12, 2021  •  8:16 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 audio  •  Feb 12, 2021  •  6:31 Min

Emerging Market Allocation: How Much to Own? 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, reviews three key approaches to answer the most popular question her team gets asked – "How much should we invest in EM?"

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Insight audio  •  Feb 12, 2021  •  5:43 Min

Why We Believe Emerging Markets Are Poised for a Comeback 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines four trends she believes will lead to an EM comeback in the next five to ten years.

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Insight Article  •  Feb 10, 2021

The Rise of Hedge Fund Co-Investments 

Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.

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Tales From the Emerging World  •  Feb 09, 2021

Why Crypto Is Coming Out of the Shadows 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.

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Insight Article  •  Feb 09, 2021

All we are saying is give EAFE a chance 

Bruno Paulson
Bruno Paulson suggests reasons to believe it may be possible for EAFE to “out-earn” the U.S. in 2021 and beyond.

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Insight Article  •  Feb 08, 2021

Emerging Market Allocations: How Much to Own? 

Global Emerging Markets Team
The Global Emerging Markets Team argues that most investors own far less in EM than logical allocation models recommend, and are poised to miss an EM comeback.

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Caron’s Corner  •  Feb 08, 2021  •  9:04 Min

Some Like it Hotter: The Inflation Debate Between Janet Yellen and Larry Summers 

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  •  Feb 04, 2021

Dennis Lynch Featured in The Wall Street Journal 

Dennis Lynch
Dennis Lynch’s Inception Portfolio won the stock-fund race in The Wall Street Journal’s quarterly Winners’ Circle with a gain of 150%.

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Market Pulse  •  Feb 03, 2021  •  10:55 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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Insight Article  •  Feb 01, 2021

Press Release to the Announcement pursuant to Section 14 para. 3 sentence 1 no. 2 of the German Securities Acquisition and Takeover Act (Wertpapiererwerbs- und Übernahmegesetz – WpÜG)  

As of today, the offer document for the voluntary public takeover offer (cash offer) of Kublai GmbH, Frankfurt am Main, Germany, an affiliate of funds managed and advised by Morgan Stanley Infrastructure Inc., to the shareholders of Tele Columbus AG, Berlin, Germany, for the acquisition of their registered no-par-value shares in Tele Columbus AG (ISIN DE000TCAG172) as well as its non-binding English convenience translation are available for distribution free of charge at BNP Paribas Securities Services S.C.A., Frankfurt Branch, Europa-Allee 12, 60327 Frankfurt am Main, Germany.

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Market Alert  •  Feb 01, 2021  •  5:01 Min

Market Alert with Andrew Slimmon: Volatile Markets Can Create Opportunities. Have a Plan. 

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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Caron’s Corner  •  Feb 01, 2021  •  7:11 Min

Despite Some Volatility, We Are Sticking With Our Reflation Thesis 

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  •  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.

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Market Pulse  •  Jan 29, 2021  •  9:41 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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Insight Article  •  Jan 28, 2021

20 International Stocks You Don’t Want to Miss, According to Barron’s Investing Experts 

Kristian Heugh
Barron’s recently convened a panel of three global money managers and an economist to lead a virtual tour of international economies and markets. En route, they identified 20 attractive non-U.S. stocks that should be on investors’ radar.

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2021 Outlooks  •  Jan 26, 2021

Promising Signs for Securitized Products 

Gregory Finck
The impacts of COVID-19 on risk and performance across securitized sectors have varied significantly. Yet, the Securitized Fixed Income team believes the market has reasonably adjusted credit spreads to reflect current risk profiles making a promising outlook for securitized assets in 2021.