Global Fixed Income Bulletin
Mar 20, 2019
Central banks becoming more dovish, U.S.-China relations and Brexit have left uncertainty hanging over the markets. Where will we go from here? The Global Fixed Income team shares their views.
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Market Outlook
Mar 19, 2019
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
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GLOBAL EQUITY OBSERVER
Mar 13, 2019
Find out why company management getting “strategic” is a red flag for the International Equity Team.
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Media Appearance
Mar 11, 2019
Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.
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Investment Insight
Feb 28, 2019
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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Market Outlook
Feb 28, 2019
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
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Market Outlook
Feb 25, 2019
2019 is all about the earnings. Bruno Paulson discusses 2018 and why Global Brands’ defensive characteristics will continue to be needed this year.
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Macro Insight
Feb 25, 2019
The Global Fixed Income Team shares their views on why euro fixed income portfolios may be best handled by one overall portfolio manager.
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Macro Insight
Feb 21, 2019
In late 2018, the GBaR team’s defensive positioning helped protect portfolios from falling equity markets. A common question from clients as the team entered 2019 was ‘what would make you more positive on equities?’ Watch Christian Goldsmith, Portfolio Specialist of the GBaR team’s latest market update video to explain.
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Investment Focus
Feb 21, 2019
The latest paper from MSIM’s Real Assets Research & Investing team explores the current and emerging trends in the U.S. industrial real estate sector
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Global Fixed Income Bulletin
Feb 20, 2019
2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.
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Investment Focus
Feb 20, 2019
What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.
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Global Equity Observer
Feb 20, 2019
January brought better news, but beware straying from the high-quality path, warns the International Equity Team’s Bruno Paulson – we’re not out of the woods yet.
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Market Outlook
Feb 19, 2019
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
Feb 19, 2019
Climate change is pushing us to reach political, social and economic “tipping points.” The MSIM GBaR team examines the implications for investors.
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Perspectivas macroeconómicas
Feb 19, 2019
El cambio climático nos acerca a “puntos de inflexión” políticos, sociales y económicos. El equipo MSIM GBaR analiza las implicaciones para los inversores.
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Global Multi-Asset Viewpoint
Jan 31, 2019
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".
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Market Outlook
Jan 23, 2019
Jim Caron reviews the fourth quarter of 2018 and shares his outlook on how cash may be dethroned as king in 2019.
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Market Outlook
Jan 23, 2019
Jim Caron analiza el cuarto trimestre de 2018 y explica su perspectiva sobre las oportunidades que ofrece el mercado.
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Investment Insight
Jan 22, 2019
While alternative risk premia have existed for some time—and have long been used by hedge funds—they have only recently begun to be evaluated by a broad swath of investors. Given the growth of investor interest in this space, we thought it timely to share our insights on what constitutes effective due diligence.
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Global Fixed Income Bulletin
Jan 22, 2019
With a turbulent end to 2018, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2019.
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Global Fixed Income Bulletin
Jan 22, 2019
Ante el turbulento final de 2018, ¿qué nos deparará el nuevo año? El equipo Global Fixed Income de Morgan Stanley expone su perspectiva sobre las oportunidades de inversión que nos depara 2019.
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Global Equity Observer
Jan 15, 2019
Could falling earnings and a liquidity squeeze prove toxic to asset prices? Where to hide? Asks Morgan Stanley’s International Equity Team.
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Connecting the Dots
Jan 15, 2019
In this article, Swanand Kelkar looks back at the tumultuous events of 2018 and reflects upon the lessons he learned as an investor.
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Sustainability Council
Jan 14, 2019
The IM Sustainable Investing Council drives IM’s global effort by promoting an overall framework for integrating ESG and ESG standards into IM’s investment processes, product development, measurement, education, client engagement and reporting.
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Sustainability Insight
Jan 07, 2019
Can you incorporate ESG investing into a fixed income portfolio without giving up yield? The Global Fixed Income Team shares why they believe the answer is a resounding yes.
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Market Outlook
Dec 31, 2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary
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Macro Insight
Dec 31, 2018
India's economy is showing green shoots of recovery following the ambitious reforms of 2016-2017. We discuss why we believe this could be an opportune time to position in India.
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Global Multi-Asset Viewpoint
Dec 31, 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Key Investment Themes Into 2019"
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Global Fixed Income Insights
Dec 28, 2018
Trying to figure out which asset class could become a break-out performer in 2019? The Convertible Bond Team discusses how convertible bonds can be a valuable portfolio diversification tool, amid higher rates and volatility next year.
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Investment Insight
Dec 24, 2018
The Real Assets Research & Investing Team examines what real estate investors may expect in 2019.
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Press Release
Dec 20, 2018
Vbrick, a Morgan Stanley Expansion Capital portfolio company and the leader in enterprise video platform solutions, today announced that Christian Rockwell, an accomplished marketing executive for high-growth technology businesses, has been appointed as Chief Marketing Officer. In this role Rockwell will be responsible for marketing strategy and will lead the global marketing organization for the rapidly-growing company.
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Market Outlook
Dec 20, 2018
As we look ahead to the new year, the key question for liquidity investors is what is the Federal Reserve’s neutral rate. This inferred rate will likely determine the path of interest rates in 2019 and beyond, as the Fed shifts their policy towards managing around neutral.
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Investment Insight
Dec 18, 2018
Robots are disrupting several markets as improvements in sensors, software and grippers open a new era in robotics. MSIM’s Counterpoint Global team looks at this trend.
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GLOBAL EQUITY OBSERVER
Dec 17, 2018
A fast-paced hare may seem the more enticing investment, but if your goals are long-term, then the tortoise is a better fit. Bruno Paulson talks compounders.
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Global Fixed Income Insights
Dec 17, 2018
2018 was a challenging year for emerging markets, but the market may be setting up the asset class for a rebound in 2019. The Emerging Markets Debt Team discusses.
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Global Fixed Income Insights
Dec 17, 2018
Strong consumer credit conditions are painting a positive outlook for securitized assets in the year ahead. The Securitized Asset Team discusses
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Sustainability Insight
Dec 17, 2018
Scoring funds on ESG criteria is common, but is it useful? Bruno Paulson shares his view.
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Market Outlook
Dec 17, 2018
Morgan Stanley’s European Equity Team discusses whether there are reasons for optimism for investing in Europe in 2019.
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Sustainability Insight
Dec 14, 2018
The higher the quality of a company, the more important its governance, says William Lock of Morgan Stanley.
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Global Fixed Income Bulletin
Dec 14, 2018
As the weather has cooled, so have the markets. The Global Fixed Income Team shares their outlook for investment opportunities in 2019.
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Global Fixed Income Bulletin
Dec 14, 2018
Las temperaturas se han enfriado, al igual que los mercados. El equipo Global Fixed Income de Morgan Stanley expone su perspectiva sobre las oportunidades de inversión que nos depara 2019.
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Sustainability Insight
Dec 13, 2018
Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.
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Macro Insight
Dec 13, 2018
What is in store for emerging markets after the mania for tech passes? The Global Emerging Markets Team shares their perspective.
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Press Release
Dec 12, 2018
Morgan Stanley Investment Management announced it has raised over $1.4 billion for North Haven Tactical Value Fund LP and its related funds, significantly exceeding its original fundraising target. The Fund seeks to invest in private, long-term and often illiquid opportunities that are identified primarily by leveraging the global Morgan Stanley network and come from a wide range of asset classes, sectors and geographies.
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2019 Outlook
Dec 12, 2018
Las políticas públicas contraproducentes en diferentes mercados han debilitado la economía global. Muchas se pusieron en marcha con buenas intenciones, otras han dejado de ser útiles y todas se vieron exacerbadas por la guerra comercial.
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Press Release
Dec 11, 2018
Investment funds managed by Morgan Stanley Capital Partners (MSCP) today announced the sale of their majority interest in Hojeij Branded Foods (HBF), a leading North American airport food and beverage concessionaire, to Lagardère Travel Retail (Paris:MMB) for $330 million. MSCP acquired a majority stake in HBF from its founders in July 2015 in a transaction that valued the company at $155 million.
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Global Fixed Income Insights
Dec 10, 2018
Will it be a soft, bumpy or hard landing from the highs of 2018? We believe the answer lies with four market challenges: caffeine, credit, china and chameleons.
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Investment Insight
Dec 09, 2018
As quantitative easing ends, investors should prepare themselves for higher volatility. We believe hedge funds are well positioned to exploit opportunities in a way that other managers simply can’t.
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Investment Focus
Dec 03, 2018
In their latest paper, the Real Assets Research and Investing team investigate the impact of coworking on the office sector
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Global Multi-Asset Viewpoint
Nov 30, 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Case for Higher Gold Prices ”
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Press Release
Nov 27, 2018
PPC Flexible Packaging, LLC, which is backed by Morgan Stanley Capital Partners and is a leading provider of custom flexible packaging for specialty food and healthcare markets, today announced the acquisition of Payson, Utah–based Temkin International.
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Market Outlook
Nov 27, 2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the November 2018 Monthly Commentary
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GLOBAL EQUITY OBSERVER
Nov 15, 2018
(Trade) War – what is it good for? The International Equity Team evaluates.
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Global Fixed Income Bulletin
Nov 12, 2018
October lived up to its infamous reputation for market volatility. What can we expect for the months ahead? The Global Fixed Income Team shares their views.
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Press Release
Nov 08, 2018
Samanage, the service success company, today announced a $30 million investment from Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. Samanage seeks to accelerate their exceptional year-over-year growth and expand their global market share in the IT Service Management (ITSM) industry.
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Press Release
Nov 05, 2018
Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management (MSIM), announced that it has closed on approximately $400 million of capital commitments for North Haven Expansion Equity LP and its related funds, exceeding its original fundraising target capital commitments by nearly $100 million.
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Market Pulse
Nov 05, 2018
Many are consumed with calling the next recession, but is stronger growth here to stay? Jim Caron discusses.
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Press Release
Nov 01, 2018
Neo4j, the leader in graph databases, announced today that it has closed an $80 million Series E funding round led by Morgan Stanley Expansion Capital and One Peak Partners.
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Market Outlook
Oct 30, 2018
Andrew Slimmon discusses the connection between euphoria, investor psychology and secular bull market cycles.
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Investment Insight
Oct 26, 2018
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.
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Market Outlook
Oct 18, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the October 2018 Monthly Commentary.
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Global Equity Observer
Oct 18, 2018
The International Equity Team explains why an ESG focus is essential for long-term compounding.
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Market Outlook
Oct 17, 2018
Jim Caron provides his review of the third quarter of 2018 and his outlook on market opportunities.
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Press Release
Oct 12, 2018
Morgan Stanley Private Equity Asia, the Asia-focused private equity investment platform within Morgan Stanley Investment Management (MSIM), today announced that it has secured over US$440 million in capital commitments for North Haven Thai Private Equity LP and its related funds, versus an initial target of US$300 million. The Fund was launched in partnership with Bangkok Bank, a market-leading Thai financial institution.
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Sustainability Insight
Oct 12, 2018
The inaugural edition of Engage, the International Equity Team’s new semi-annual update on their ESG engagement activity.
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Market Pulse
Oct 11, 2018
Jim Caron discusses the recent market volatility and how there is a mathematical explanation.
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Global Fixed Income Bulletin
Oct 10, 2018
El equipo Global Fixed Income aborda si el marcado crecimiento registrado recientemente por Estados Unidos sigue resultando positivo para la economía global.
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Investment Insight
Oct 08, 2018
In much the same way that long-only investors have considered “passive” investing as a way to adjust their exposures efficiently and to reduce cost, alternatives investors have begun to explore systematic and index-based solutions—such as “alternative risk premia”—as a way to achieve those same objectives. In this paper, we seek to introduce the concept of alternative risk premia, explain how investors can access them, and present the potential benefits and drawbacks associated with them.
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Macro Insight
Oct 04, 2018
Since late spring, there has been a sharp divergence in performance between the U.S. and the rest of the world, with investors flocking into the U.S. market. We expect this spike to fully correct eventually and the recent volatility has provided signs of this, though there may be further to go.
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Macro Insight
Oct 04, 2018
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Macro Insight
Sep 30, 2018
As with any scarce resource, human capital needs to be protected and nurtured. We discuss global trends and how engaging employees, offering flexible work arrangements, providing training and promoting diversity, can attract talent and increase companies’ competitiveness.
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Perspectivas macroeconómicas
Sep 30, 2018
Al igual que sucede con cualquier recurso escaso, el capital humano necesita ser protegido y cuidado. Analizamos las tendencias globales y cómo involucrar a los empleados, ofrecer contratos laborales flexibles, ofrecer formación y promover la diversidad pueden atraer el talento y aumentar la competitividad de las compañías.
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Global Multi-Asset Viewpoint
Sep 25, 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “EM FX Crisis Playbook”
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Global Fixed Income Insights
Sep 20, 2018
Richard Lindquist, Head of Global High Yield, discusses how in a world of rising interest rates, he believes middle market high-yield may be the best place to be in the bond market.
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Global Fixed Income Insights
Sep 19, 2018
Jim Caron analyses economic cycle indicators and concludes we are closer to the mid-point of the cycle rather than the late point.
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Global Fixed Income Bulletin
Sep 17, 2018
The Global Fixed Income team discusses if the stresses which affected the markets in August were predominantly idiosyncratic or if there are more sinister systemic issues at work.
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Global Equity Observer
Sep 17, 2018
In response to the latest emerging markets wobble, the International Equity Team argues that a focus on the fundamentals is the best way to avoid the destruction of capital.
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Media Appearance
Sep 13, 2018
Jim Caron appeared on CNBC to discuss the recent European Central Bank meeting and his outlook for the Fed.
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Market Outlook
Sep 11, 2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the September 2018 Monthly Commentary.
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Macro Insight
Sep 07, 2018
We’re undergoing a seismic shift in fixed income and portfolio manager Jim Caron, discusses why you should consider if you're prepared for the changing landscape.
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Investment Insight
Sep 05, 2018
Today, alternative lenders are using customer-focused technology to rethink legacy bank businesses, with fintech addressing rapidly evolving borrower expectations.
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Investment Insight
Sep 04, 2018
Global Macro is an investment style that is highly opportunistic and has the potential to generate strong risk-adjusted returns in challenging markets. Against a backdrop of geopolitical uncertainty and potentially increased volatility, we felt it would be timely to share our insights on the space and explain why we believe now could be an opportune time to make an allocation to Global Macro.
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Macro Insight
Aug 31, 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Eventual Turn of U.S. Outperformance?”
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Media Appearance
Aug 30, 2018
Andrew Slimmon appeared on CNBC Power Lunch to discuss whether the U.S. or emerging markets are a better bet for investors.
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Macro Insight
Aug 29, 2018
Eric Baurmeister, Head of the Emerging Markets Debt Team, discusses the changing state of the emerging markets, opportunities he sees going forward and how his team is built to adapt to these changes.
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Media Appearance
Aug 29, 2018
Jim Caron appeared on Bloomberg Daybreak: Americas to examine revised U.S. second-quarter economic growth.
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Media Appearance
Aug 29, 2018
Jim Caron appeared on Bloomberg TV to discuss the potential market impact of a new Nafta trade agreement.
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Press Release
Aug 20, 2018
Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, and Midland, Texas-based Catalyst Energy Services LLC announced a strategic partnership whereby MSEP has made a majority equity investment in Catalyst to support the growth of the Company’s pressure pumping and other complementary services in premier U.S. oil and gas basins.
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Media Appearance
Aug 19, 2018
Andrew Slimmon discusses the current state of the markets on CNBC Closing Bell Exchange.
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Global Equity Observer
Aug 15, 2018
The one sure fact about the next downturn is that it will be different from the last one. The International Equity Team ask which sectors really are defensive.
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Global Equity Observer
Aug 15, 2018
La única realidad segura sobre la próxima recesión es que será diferente de la anterior. El equipo International Equity se pregunta qué sectores son realmente defensivos.
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Global Fixed Income Bulletin
Aug 15, 2018
The Global Fixed Income team discusses that there comes a time when valuations get stretched too far and how volatility may be poised to pick up.
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Macro Insight
Aug 14, 2018
As global growth continues, some think we may be in the later stages of the economic cycle. What should fixed income investors be watching in this environment?
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Macro Insight
Aug 09, 2018
Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
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Market Outlook
Aug 09, 2018
Trade and tariff rhetoric has weakened business fixed investment and thrown sand into the gears of the global economy. While it is still moving forward, we see clear signs it may be slipping a bit.
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Market Outlook
Aug 02, 2018
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the August 2018 Mid-Month Commentary.
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Media Appearance
Jul 27, 2018
Jim Caron appeared on Bloomberg TV to discuss global rates, trade, the USD and the yield curve.
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Market Outlook
Jul 26, 2018
Jim Caron provides his review of the second quarter of 2018 and his outlook on market opportunities.
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Connecting the Dots
Jul 19, 2018
In this article, Swanand Kelkar discusses the trend that the Indian household, over the next few years, will increasingly lever itself up and spend on consumption.
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Global Equity Observer
Jul 17, 2018
Market environments always change, sometimes violently. The International Equity Team asks: is this the end of the world as we know it?
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Global Fixed Income Bulletin
Jul 16, 2018
The Global Fixed Income team discusses how U.S. assets and the USD have driven performance year-to-date, but how some key macro trends are expected to drive performance for the rest of the year.
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Media Appearance
Jul 12, 2018
Jim Caron appeared on CNBC Santelli Exchange to discuss rising consumer prices and yield curve flattening.
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Investment Insight
Jul 09, 2018
The International Equity Team’s Laura Bottega poses some topical questions about the team’s MS INVF Global Brands and Global Quality Funds to portfolio manager Bruno Paulson
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Global Fixed Income Insights
Jul 09, 2018
The Global Fixed Income Team discusses why the yield curve is flattening and why they are not overly worried about it.
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Macro Insight
Jul 01, 2018
Jim Caron discusses the new era of rising interest rates and how it is causing fixed income managers across the world to rethink how they invest.
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Connecting the Dots
Jul 01, 2018
The Indian Equity team discuss the implications of macro data on portfolio construction and their stock picking approach.
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Market Outlook
Jun 30, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the June 2018 Monthly Commentary.
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Investment Insight
Jun 30, 2018
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Renminbi: End of the Impossible Trinity?”
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Media Appearance
Jun 22, 2018
Head of Counterpoint Global Team, Dennis Lynch, shares his best advice for one day conquering Wall Street.
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Media Appearance
Jun 20, 2018
Business Insider selected MSIM’s Head of Counterpoint Global Team, Dennis Lynch, to engage in a series of exclusive interviews. Dennis Lynch reveals the epiphany that shaped his investment career.
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Macro Insight
Jun 20, 2018
MSCI’s inclusion of China A-shares into global indices will likely boost investor focus. The Global Emerging Markets Team discusses opportunities in this vast and largely uncharted portion of China’s complex markets.
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Press Release
Jun 19, 2018
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Comar Holding Company, LLC. MSCP partnered with the current management team, led by Michael Ruggieri, who will remain CEO and continue to drive organic and acquisition growth.
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Press Release
Jun 19, 2018
Vbrick, the leading provider of enterprise video software, today announced it has received $20 million in funding led by Morgan Stanley Expansion Capital, with participation from existing investors Acme Nova and Adams Capital. The funding will build upon the rapid adoption of Vbrick’s video platform into the enterprise market by accelerating the pace of innovation, growing sales and marketing, and fueling the company’s partner ecosystem.
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Global Equity Observer
Jun 18, 2018
Don’t lose money – the International Equity Team explains how investing in high quality mitigates this fundamental risk.
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Press Release
Jun 11, 2018
Cohesity, the leader of hyperconverged secondary storage, today announced it raised $250 million in an oversubscribed Series D funding round led by the SoftBank Vision Fund with strong participation from strategic investors Cisco Investments, Hewlett Packard Enterprise (HPE), and Morgan Stanley Expansion Capital. The investment is a testament to Cohesity’s leadership in transforming data center and cloud operations with web-scale simplicity for secondary data.
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Sustainability Insight
Jun 11, 2018
In a survey of institutional investors, 70% said they are integrating sustainable investing into their investment process, signaling just how quickly the ESG imperative is catching on.
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Press Release
Jun 01, 2018
Investment funds managed by Morgan Stanley Energy Partners (MSEP), part of Morgan Stanley Investment Management, and Fort Worth, Texas-based Presidio Investment Holdings LLC announced today a strategic partnership whereby MSEP has made a majority equity investment in Presidio Petroleum.
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Market Outlook
Jun 01, 2018
The global shift towards energy efficiency has the potential to disrupt virtually every sector, increasing productivity, improving corporate earnings and spurring capital investment.
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Market Outlook
Jun 01, 2018
The global shift towards energy efficiency has the potential to disrupt virtually every sector, increasing productivity, improving corporate earnings and spurring capital investment.
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Investment Insight
May 31, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: "Been Down So Long / It Seem Like Up To Me"
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Market Outlook
May 31, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the May 2018 Monthly Commentary.
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Sustainability Insight
May 22, 2018
As climate change impacts intensify around the world, so too do the economic impacts. MSIM's Real Assets Research & Investing team and the Institute for Sustainable Investing discuss how to integrate climate resilience when considering investing in real assets and the financial and reputational opportunities this may bring.
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Global Fixed Income Insights
May 21, 2018
The Emerging Markets Debt Team addresses some of economist Carmen Reinhart's recent statements as well as other popular misconceptions about emerging markets.
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Investment Insight
May 18, 2018
Applied Equity Advisors combines factor investing with stock-specific research. Tapping both sources of excess returns helps us achieve greater consistency of returns and avoid behavioral pitfalls.
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Global Equity Observer
May 17, 2018
Do consumer staples still have pricing power? The International Equity Team believes yes, those compounders that are well invested still do.
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Investment Insight
May 15, 2018
Business Insider selected MSIM’s Head of Counterpoint Global Team, Dennis Lynch, to engage in a series of exclusive interviews. The first of which describes how his team’s edge begins with one word: Temperament.
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Investment Insight
May 15, 2018
The Counterpoint Global Team examines Blockchain, the technology behind cryptocurrencies and its potential disruptive power.
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Investment Insight
May 15, 2018
Head of Counterpoint Global Team, Dennis Lynch, delves into two companies that recently captured his attention.
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Investment Insight
May 15, 2018
Business Insider explores how disruption serves as the connective tissue between all of Lynch’s investment ideas.
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Global Fixed Income Bulletin
May 11, 2018
The Global Fixed Income team discusses how we may have seen markets settle in a range in April, but that new economic data (better or worse) could force the market to change its expectations.
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Press Release
May 08, 2018
Fusion (NASDAQ:FSNN), a leading provider of cloud services, announced today that on May 4, 2018, it closed a private placement (the “Private Placement”) of 1,523,811 shares of its common stock. The shares were priced at $5.25 per share for gross proceeds of $8.0 million. Proceeds from the Private Placement will be used by Fusion for general corporate purposes.
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Press Release
May 07, 2018
Fusion (NASDAQ:FSNN), a Morgan Stanley Credit Partners portfolio company and a leading provider of cloud services, announced that on May 4, 2018, it closed its previously-announced acquisition of the Cloud and Business Services business of Birch Communications Holdings, Inc. The acquisition was completed through a merger of a wholly-owned subsidiary of Fusion with and into Birch.
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Media Appearance
May 04, 2018
In an exclusive interview with Bloomberg, Kristian Heugh explains why he and his team remain steadfast on the opportunities for bottom-up stock pickers in Asia, and believers in the Warren Buffett-inspired strategy that’s helped them stay ahead of peers.
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Boletín de renta fija global
May 03, 2018
El equipo de Global Fixed Income aborda cómo los mercados percibieron un entorno “ni frío ni caliente” en enero, si bien marzo trajo consigo tres grandes riesgos: guerra comercial, aumento de los tipos a corto plazo y las acciones del grupo de FANG.
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Press Release
May 01, 2018
Concentra Analytics, the creator of Software as a Service (“SaaS”) data solutions used to visualize, model and track business operations, today announced the completion of a £41 million growth equity investment led by One Peak Partners, with participation from co-investors Morgan Stanley Expansion Capital, Joseph Schull, Connected Capital, as well as existing shareholder, City Securities.
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Tales from the Emerging World
May 01, 2018
The Global Emerging Markets Team examines the reason for recent market jitters, and debates whether Trump’s latest threats really have an impact.
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Market Outlook
May 01, 2018
We see the tariff tantrum between the US and China as a negotiating tactic rather than the start of a trade war, presenting opportunities for investors who can trade around the volatility.
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Investment Insight
Apr 30, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Navigating Higher Inflation: An Empirically-Based Multi-Asset Approach.”
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Media Appearance
Apr 29, 2018
In an interview with Hong Kong's South China Morning Post, China A Share portfolio manager, Gary Cheung describes how companies that offer services to China's growing middle class, along with tourism and environmental technology are areas where growth prospects can be easily seen.
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Market Outlook
Apr 24, 2018
Andrew Slimmon, head of the Applied Equity Advisor's team, discusses his market views in the March 2018 Monthly Commentary.
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Market Outlook
Apr 20, 2018
Jim Caron provides his review of the first quarter of 2018 and his outlook on market opportunities.
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Press Release
Apr 17, 2018
VizExplorer today announced that it has closed a strategic investment round by Morgan Stanley Expansion Capital. The investment will enable VizExplorer to scale business operations, enhance its analytics platform and deliver new solutions for additional verticals including manufacturing, entertainment venues and healthcare.
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GLOBAL EQUITY OBSERVER
Apr 16, 2018
The International Equity Team welcomes the return of market volatility and suggests the relative certainty of high-quality companies doesn’t look expensive.
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Global Fixed Income Bulletin
Apr 13, 2018
The Global Fixed Income team discusses how January felt like Golidlock’s conditions for markets, but March brought the three bears of risk—trade war, rising short-term rates and FANG stocks.
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Investment Insight
Apr 10, 2018
The Global Fixed Income Team discusses how current global market conditions present a compelling opportunity, in our opinion, to invest in the securitized markets.
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Press Release
Apr 09, 2018
Brazos Midstream Holdings, LLC ("Brazos" or the "Company") and its financial sponsor, Old Ironsides Energy, today announced they have entered into a definitive agreement to sell its Delaware Basin subsidiary companies to North Haven Infrastructure Partners II ("NHIP II") and related funds for approximately $1.75 billion in cash. Closing is expected in the second quarter of 2018 and is subject to customary approvals and closing conditions.
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Market Outlook
Apr 06, 2018
As the global economy continues to improve, emerging markets (EM) are converging with developed markets. In aggregate, we expect their reasonable valuations, healthy risk premiums and stable inflation to drive EM outperformance.
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Investment Insight
Mar 31, 2018
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “Regime Shift: The End of Free Money.”
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Press Release
Mar 28, 2018
Jana Small Finance Bank (formerly Janalakshmi Financial Services, India’s leading micro-finance company), a Morgan Stanley Private Equity Asia portfolio holding, announced commencement of its banking operations. To cover its extensive customer base, Jana Small Finance Bank will initially open 19 branches across 18 states and expand to 200 banking outlets including the 25% unbanked rural branches by June 2018.
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Connecting the Dots
Mar 28, 2018
An inescapable fact of being a relative return fund manager is that performance is measured relative to a benchmark index. Our Indian Equity team reveal the tell-tale symptoms of underperformance and how to contend with it.
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Investment Insight
Mar 23, 2018
The International Equity Team outlines their strategy for investing in developed foreign markets; combining High Quality Compounders with Value Opportunities.
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Investment Insight
Mar 23, 2018
Having won two coveted titles from Benchmark – House Award and Manager of the Year, Kristian Heugh shed lights on his investment approach to see clarity in a rapidly evolving global market.
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GLOBAL EQUITY OBSERVER
Mar 21, 2018
A liquidity crisis may cause pain but might also offer potential investment opportunities, says the International Equity Team’s Dirk Hoffmann-Becking.
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Investment Insight
Mar 21, 2018
The International Equity Team’s Laura Bottega poses some topical questions about the team's Global Franchise and Global Quality Strategies to portfolio manager Bruno Paulson.
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Press Release
Mar 15, 2018
Orthofix International N.V. (NASDAQ:OFIX), a global medical device company backed by Morgan Stanley Expansion Capital and focused on musculoskeletal healing products and value-added services, today announced that it has entered into a definitive agreement to acquire Spinal Kinetics Inc., a privately held developer and manufacturer of artificial cervical and lumbar discs.
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Global Fixed Income Bulletin
Mar 15, 2018
The Global Fixed Income team discusses how the current market is complicated and the ride is likely to be bumpier than last year, but they believe positive growth fundamentals will prevail.
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Media Appearance
Mar 08, 2018
Jim Caron appeared on Bloomberg to discuss what he sees as the markets overreaction to Gary Cohn's exit.
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Media Appearance
Feb 28, 2018
Jim Caron appeared on Bloomberg to discuss volatility, markets and Federal Reserve Chairman Jerome Powell’s testimony to Congress.
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February 2018 Commentary
Feb 28, 2018
Andrew Slimmon, head of the Applied Equity Advisor’s team, discusses his market views in the February 2018 Monthly Commentary.
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Press Release
Feb 26, 2018
Fisher Container Holdings, LLC, which is backed by Morgan Stanley Capital Partners and is a leading provider of custom flexible packaging for food and healthcare industries, today announced the rebranding of its subsidiaries Fisher Container, LLC and Packaging Products Corporation, LLC into the new entity PPC Flexible Packaging.
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Global Fixed Income Bulletin
Feb 14, 2018
The Global Fixed Income team discusses how the low-rate, low-volatility environment may be coming to an end and how the new range and speed of adjustment for yields may be key to market performance.
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Press Release
Feb 05, 2018
CoAdvantage Corporation, a Morgan Stanley Capital Partners portfolio company and a leading national provider of strategic human resource solutions for small to mid-sized companies, today announced that Clinton Burgess has been appointed Chief Executive Officer of the combined CoAdvantage organization. Mr. Burgess assumes this role following his prior successful leadership as CEO of Progressive Employer Management Company (PEMCO), which merged with CoAdvantage in October 2017.
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Press Release
Nov 15, 2017
Tiff’s Treats, the Austin-based company that created the warm cookie delivery concept, today announced a $25 million investment round led by investment funds managed by Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. The Series D investment will be used primarily to support further national expansion and continued investment in the company’s technology leading ordering and delivery platform.
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Macro Insight
Sep 27, 2017
William Lock explains why he believes a company’s intangible assets are integral to achieving sustainably high returns.
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Press Release
Sep 15, 2017
Opera TV, a Morgan Stanley Credit Partners portfolio company and the global market leader in enabling OTT, today introduced its new brand identity, including a logo and website, meant to better illustrate the company’s mission to enable entertainment everywhere through extraordinary OTT products and services. Vewd will officially launch at IBC from September 15-19, where it will also showcase enhancements to its core technology and preview its latest breakthrough products.
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Investment Insight
Aug 31, 2017
The Counterpoint Global Team researches autonomous vehicles, which use a suite of sensors, actuators and a central computer to "perceive" the environment and automate the driving process. This technology could change our conception of personal transportation.
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Press Release
Aug 28, 2017
Fusion (NASDAQ: FSNN), a Morgan Stanley Credit Partners portfolio company and a leading cloud services provider, announced that it has entered into a definitive agreement to acquire the Cloud and Business Services customers, operations and infrastructure of privately-held Birch Communications, which represents the majority of Birch's current revenues. The transaction is expected to close by the end of 2017.
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Press Release
Apr 29, 2017
Janalakshmi Financial Services (JFS), a Morgan Stanley Private Equity Asia portfolio holding and India’s largest microfinance organization, today announced the receipt of final license from Reserve Bank of India (RBI) to set up Small Finance Bank. The Small Finance Bank will commence operations in the second quarter of the current financial year. JFS plans to set up 300 bank branches during the year covering the major locations in India.
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Investment Insight
Apr 28, 2017
The Counterpoint Global Team examines machine learning, a new way to train computer systems to generate insights from data and apply those insights to new situations.
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Macro Insight
Apr 25, 2017
Bruno Paulson explains why consumer staples performance is more about earnings than interest rates.
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Press Release
Feb 03, 2017
Morgan Stanley Capital Partners announces an investment in Fisher Container via a partnership with experienced plastics and packaging executive, Kevin Keneally, and the current Fisher management team to acquire the company.
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Investment Insight
Jan 31, 2017
The Counterpoint Global Team analyzes clustered regularly interspaced short palindromic repeats (CRISPR), a tool for genetic research that could birth new industries and disrupt existing medical treatments.
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Sustainability Insight
Jan 09, 2017
ESG factors are integral to assessing the quality of a company. A holistic approach to sustainability may help minimize risk events and identify opportunities characterized by competitive advantages.
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Video
Mar 01, 2016
Kristian Heugh defines the key differentiators and core values of his team’s investment process, focusing on competitive advantage and quality companies able to create value through growth.
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Investment Insight
Dec 02, 2015
Operational improvements by Morgan Stanley Infrastructure Partners, including state-of-the-art technology, made the Chicago on-street parking system number one in the world.
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Investment Insight
Dec 02, 2015
Morgan Stanley Infrastructure Partners carved out part of an existing utility to create the first standalone gas distribution in Spain, then grew the company to be the third largest in the country.
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Investment Insight
Dec 02, 2015
Morgan Stanley Infrastructure Partners worked with Southern Star management to take a strategic approach to growing the business within its regulatory parameters.
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