carons-corner
audio
Caron's Corner
• 20-mar-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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sustainable-investing
engagement-report
page
Engagement Report
• 16-mar-2023
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Emerging Markets Equity Team
Learn how the EM Equity team actively advocated for sustainable corporate policies during 2022 and what their ESG stewardship priorities are for 2023.
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page
Insight Article
• 16-mar-2023
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Portfolio Solutions Group
Our Portfolio Solutions Group analyzes the key factors that impacted the "denominator effect" in 2022's market downturn.
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page
Insight Article
• 15-mar-2023
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Portfolio Solutions Group
Our Portfolio Solutions Group introduces their proprietary Private Markets Asset Allocation Framework (PMAAF) designed to help investors think about how to allocate their dry powder.
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carons-corner
audio
Caron's Corner
• 13-mar-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 12-mar-2023
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Global Fixed Income Team
After a very optimistic January, markets changed their view on the economic outlook in February. In recent market terms, the economic soft landing morphed into a no landing scenario. The Fixed Income team explores.
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page
Insight Article
• 08-mar-2023
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Andrew Harmstone, Jim Caron
The traditional 60% equity / 40% bond portfolio will not work well when asset returns are highly correlated. Employing a balanced and active management approach to achieve more stable risk-adjusted returns may prove superior and the overriding goal of the Global Balanced Risk Control Strategy.
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carons-corner
audio
Caron's Corner
• 06-mar-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, looks at the risks associated with the traditional 60/40 portfolio.
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takeaways-key-expectations
page
Takeaways & Key Expectations
• 06-mar-2023
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Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon provides 7 reasons behind the equity rally, plus Applied Equity Advisors’ portfolio positioning to try to capture the opportunities.
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market-monitor
page
Market Monitor
• 03-mar-2023
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Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
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path
page
PATH
• 03-mar-2023
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Andrew Harmstone, Jim Caron
Las sólidas cifras de empleo y de inflación han hecho que los mercados esperen una Reserva Federal restrictiva a corto plazo, pero un análisis más de cerca de los datos de empleo de alta frecuencia sugieren un enfriamiento de la situación. Este reajuste del empleo podría cambiar el relato sobre la inflación y traducirse en una subida.
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global-equity-observer
page
Global Equity Observer
• 01-mar-2023
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Emma Broderick, Jinny Hyun
¿Qué compañías se encuentran bien posicionadas para aprovechar los cambios de conducta y estilo de vida a largo plazo que puede traer consigo una vida formada por diferentes múltiples fases? El equipo International Equity aborda la situación.
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global-multi-asset-viewpoint
page
Global Multi-Asset Viewpoint
• 01-mar-2023
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Cyril Moulle-Berteaux, Sergei Parmenov
MSIM's Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "2023 Global Multi-Asset Team Outlook"
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audio
Media Appearance
• 28-feb-2023
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Patrick Whitehead
Patrick Whitehead and Katie Lankalis with LLR Partners joined host Todd Kinney, National Relationship Director at BDO's private equity practice, to discuss value creation strategies and how to drive growth in a volatile market environment, how restrictive financing conditions could impact private equity returns and how the deal landscape could shape up in 2023.
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carons-corner
audio
Caron's Corner
• 27-feb-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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sustainable-investing
page
Sustainable Investing
• 27-feb-2023
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Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual update on ESG engagement activity.
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takeaways-key-expectations
page
Takeaways & Key Expectations
• 22-feb-2023
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Andrew Slimmon
In his second February TAKE, Senior Portfolio Manager Andrew Slimmon offers up where he sees potential Fat Pitches the equity markets are offering, along with how his portfolios are positioned to try to capture the opportunities.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 17-feb-2023
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Global Fixed Income Team
Tras las drásticas subidas de las tires en diciembre, los mercados de bonos ciertamente dieron un giro de 180 grados y cayeron con fuerza en enero. Los mercados no cambian de rumbo de un modo tan abrupto sin una razón y, en este caso, había muchos motivos para esta evolución. El equipo Fixed Income explica su punto de vista al respecto.
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takeaways-key-expectations
page
Takeaways & Key Expectations
• 17-feb-2023
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Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon marks to market his early January four glaring signals that equity investors were way too bearish. Find out where he thinks we are today.
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consilient-observer
page
Consilient Observer
• 15-feb-2023
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Michael Mauboussin, Dan Callahan
This is a guide to estimating the cost of capital, a measure of both expected return and the discount rate. For example, investors discount future free cash flows at the cost of capital to come up with a present value. Our goal is to find a figure that reflects opportunity cost sensibly, is economically sound, and gives the investor and businessperson a practical solution. We recommend settling on a reasonable cost of capital and then allocating the bulk of time thinking about future cash flows.
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page
Insight Article
• 14-feb-2023
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Eban Cucinotta, Jarrod Quigley, Robert Rafter, Ping Chen
Over the past several years, investors piled into sectors like Equity Hedge and Event Driven, which fared poorly in 2022, and historically have been highly correlated with equities. However, our analysis shows that many hedge fund sectors benefit from volatility and higher interest rates and we believe they are likely to be good diversifiers for traditional portfolios in today's environment.
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carons-corner
audio
Caron's Corner
• 13-feb-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
Insight Article
• 08-feb-2023
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Seema Hingorani
Now more than ever, asset managers are acknowledging the critical role that talent retention plays in building long-term success. In this piece, Seema Hingorani, Managing Director and Strategic Client and Talent Engagement Lead, explores the talent-retention challenges and opportunities that exist in the industry today, while also examining the specific steps that can be taken to nurture diverse talent, while promoting a more diverse and inclusive workplace.
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page
Media Appearance
• 07-feb-2023
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Lauren Hochfelder
MSREI Co-CEO, Lauren Hochfelder, sat down with Commercial Observer to discuss her career, what she's seeing, and how US commercial real estate is viewed today from a global investment standpoint.
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market-monitor
page
Market Monitor
• 06-feb-2023
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Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
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carons-corner
audio
Caron's Corner
• 06-feb-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
Media Appearance
• 03-feb-2023
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Morgan Stanley Capital Partners
Inc.'s annual list of founder-friendly private equity firms shines a light on firms that have had success supporting founder-led companies.
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big-picture
page
The Big Picture
• 02-feb-2023
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Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, AIA, outlines her Key Themes for 2023.
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path
page
PATH
• 02-feb-2023
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Andrew Harmstone, Jim Caron
Los factores determinantes de la evolución del mercado en el primer semestre de 2023 parecen estar revirtiéndose con respecto al pasado año: descenso de la inflación, bajada de los tipos, estabilización o incluso debilitamiento del dólar estadounidense y reapertura de China. Este entorno favorable abre una ventana de oportunidad que nos permite aprovechar esta mayor exposición al riesgo. Descubra cómo estamos respondiendo en nuestra asignación táctica.
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path
page
PATH
• 02-feb-2023
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Andrew Harmstone, Jim Caron
Los factores determinantes de la evolución del mercado en el primer semestre de 2023 parecen estar revirtiéndose con respecto al pasado año: descenso de la inflación, bajada de los tipos, estabilización o incluso debilitamiento del dólar estadounidense y reapertura de China. Este entorno favorable abre una ventana de oportunidad que nos permite incrementar la exposición al riesgo para aprovechar las oportunidades que se puedan dar. Consulte cómo plasmamos esta evolución en la asignación de nuestro GBaR Fund.
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video
Insight Video
• 01-feb-2023
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Anil Agarwal
Anil Agarwal, investor of the Global Opportunity team, gave an update on the team’s portfolio allocation and investment view considering the current complex and rapidly changing environment in the emerging markets in Asia.
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carons-corner
audio
Caron's Corner
• 01-feb-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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sustainable-investing
page
Sustainable Investing
• 31-ene-2023
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Barbara Calvi
While the Fixed Income team expects macro headwinds will continue to have an impact in 2023, a rebounding sustainable bond market can continue feeding opportunities for fixed income investors.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 31-ene-2023
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Broad Markets Fixed Income Team
The prospect of less hawkish central bank policy should be supportive for short duration assets in 2023, according to the Broad Markets Fixed Income Team. They explore in this new whitepaper.
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carons-corner
audio
Caron's Corner
• 30-ene-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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global-equity-observer
page
Global Equity Observer
• 26-ene-2023
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Bruno Paulson
A pesar de la recesión prevista, las estimaciones de beneficios a plazo siguen gozando de una salud destacada. Sin embargo, Bruno Paulson se pregunta si los beneficios pronto se enfrentarán a dificultades.
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sustainable-investing
page
Sustainable Investing
• 25-ene-2023
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Vikram Raju,
Navindu Katugampola,
Alice Vilma
The importance of sustainability continues to increase in the private markets. Here we examine the factors, such as government legislation and client preferences, that are driving the change and evolution towards better sustainable investing practices.
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page
Insight Article
• 25-ene-2023
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Matthew King
The MSIM Global Listed Real Assets Team explores how even in the likliehood of economic downturn in 2023, listed infrastruture is expected to have resillient earnings, strong cash flow, and unimpacted capital programs.
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carons-corner
audio
Caron's Corner
• 23-ene-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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carons-corner
audio
Caron's Corner
• 17-ene-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
Insight Article
• 12-ene-2023
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores how a possible recovery in the credit market during 2023 can fuel M&A activity and favorable REIT returns.
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carons-corner
audio
Caron's Corner
• 09-ene-2023
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Jim Caron
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
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page
Insight Article
• 09-ene-2023
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Andrew Harmstone, Jim Caron
The Global Balanced Risk Control team discuss the three key trends they foresee for 2023 and the investment implications.
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video
Insight Video
• 06-ene-2023
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Jim Caron
Jim Caron, co-chief investment officer of the Global Balanced Risk Control team, shares his views on markets and discusses portfolio positioning.
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takeaways-key-expectations
page
Takeaways & Key Expectations
• 06-ene-2023
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Andrew Slimmon
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.
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path
page
PATH
• 05-ene-2023
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Andrew Harmstone, Manfred Hui
Auguramos un año de transición para la energía en que el alza de los precios del petróleo y el gas se traduzca en cierto reequilibrio del mercado tras la disrupción del pasado año. La dinámica de la energía será clave para la cuestión de la inflación, que a su vez es posible que determine el rendimiento de los activos en 2023.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 31-dic-2022
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Global Fixed Income Team
Desde la perspectiva del mercado de bonos, 2023 comienza en una posición más robusta y segura. Las tires son sustancialmente más altas y los diferenciales, más amplios, lo cual sugiere una mejora sustancial del rendimiento para 2023. El Equipo Fixed Income explica su punto de vista al respecto.
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global-equity-observer
page
Global Equity Observer
• 23-dic-2022
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Anton Kryachok
Puesto que unos tipos de interés más elevados dificultan diseñar el crecimiento a través de la deuda, creemos que el valor relativo de los negocios que puedan crecer orgánicamente de manera constante solo debería aumentar. Conozca cómo nuestras compañías están mejor posicionadas para usar la resiliencia de sus balances a fin de mejorar sus posiciones competitivas, aumentar la sostenibilidad del retorno sobre el capital operativo empleado (ROOCE) e impulsar un crecimiento de manera constante y predecible.
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big-picture
page
The Big Picture
• 21-dic-2022
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Jitania Kandhari
After lagging the developed economies for more than a decade, emerging markets are in a much stronger position to outperform developed countries in the decade ahead. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explains.
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page
Insight Article
• 20-dic-2022
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David Frechette, Patrick Reid
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.
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carons-corner
audio
Caron's Corner
• 19-dic-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 15-dic-2022
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Global Fixed Income Team
Los datos determinarán si es posible que la evolución descendente de los bonos de noviembre pueda continuar. Mientras tanto, el equipo de Renta Fija cree que los inversores deberían disfrutar del regalo anticipado de cara a las vacaciones.
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2023-outlooks
page
2023 Outlooks
• 14-dic-2022
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Morgan Stanley Investment Management
In our 2023 outlook, our macro strategists and investment managers across equity, fixed income and alternative asset classes share their diverse views on key themes, where they think markets are headed after a turbulent year, and how they are positioning their respective strategies.
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2023-outlooks
page
2023 Outlooks
• 14-dic-2022
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Morgan Stanley Investment Management
En nuestra perspectiva para 2023, nuestros estrategas macro y gestores de inversiones en renta variable, renta fija y clases de activos alternativas comparten sus diversos puntos de vista sobre temas clave, hacia dónde creen que se dirigen los mercados después de un año turbulento y cómo están posicionando sus respectivas estrategias.
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carons-corner
audio
Caron's Corner
• 14-dic-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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consilient-observer
page
Consilient Observer
• 14-dic-2022
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Michael Mauboussin, Dan Callahan
Capital allocation is a key job of management, but not all know how to allocate effectively. In this report, we establish the foundation by reviewing the sources and uses of capital and then show how U.S. companies have allocated capital since 1985. Next, we review the alternatives in detail, including intangible investments, and offer a guide for thinking about the prospects for value creation. We finish with a framework for assessing a company’s capital allocation skills.
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sustainable-investing
page
Sustainable Investing
• 12-dic-2022
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Rachel Smith, Barbara Calvi
In its annual Engagement Report, the Fixed Income Team provides insights on how they are engaging with companies, governments and other organisations on Environmental, Social and Governance (ESG) issues.
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sustainable-investing
engagement-report global-equity-observer
page
Engagement Report
• 12-dic-2022
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International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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carons-corner
audio
Caron's Corner
• 12-dic-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
Insight Article
• 08-dic-2022
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Laurel Durkay
The MSIM Global Listed Real Assets Team explores why real estate values in the public markets have suffered year to date and why the value of REITs should be more stable and create significant opportunities in the coming year.
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carons-corner
audio
Caron's Corner
• 05-dic-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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path
page
PATH
• 05-dic-2022
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Andrew Harmstone, Manfred Hui
El mercado de trabajo estadounidense posterior a la COVID-19 parece estar empezando a normalizarse. Por el contrario, el mercado de trabajo de Europa parece más tensionado que el de Estados Unidos y el crecimiento de los salarios plantea el riesgo de una inflación subyacente persistente. Analizamos estas dinámicas y lo que significan para el crecimiento y el posicionamiento.
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page
Insight Article
• 30-nov-2022
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Vikram Raju
In this piece Vikram Raju, Head of Climate Investing for Morgan Stanley Private Markets, discusses five key findings from the 27th Conference of the Parties of the United Nations Framework Convention on Climate Change ("UNFCC COP27" or "COP27").
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takeaways-key-expectations
page
Takeaways & Key Expectations
• 30-nov-2022
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Andrew Slimmon
In his Novermber TAKE, Senior Portfolio Manager Andrew Slimmon looks ahead to 2023.
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global-equity-observer
page
Global Equity Observer
• 29-nov-2022
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Nic Sochovsky, Alistair Corden-Lloyd
En el entorno actual de subida de los precios y la crisis global por el coste de la vida, ¿se enfrentan las grandes marcas al riesgo de que los consumidores opten por opciones más económicas? El equipo International Equity aborda por qué importa la percepción de los precios y la capacidad de las señales para influir en la toma de decisiones.
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carons-corner
audio
Caron's Corner
• 28-nov-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
Tales From the Emerging World
• 22-nov-2022
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Eric Carlson, Candy Chao
Mining companies have had a terrible environmental reputation in the past, but recent efforts show how the industry can implement sustainable initiatives. Investors are now focusing on companies that have practical decarbonization pathways to help lower emissions over the next three to five years. Eric Carlson and Candy Chao explore.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 17-nov-2022
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Global Fixed Income Team
Los mercados de bonos evolucionaron con algo más de orden en octubre, a diferencia del caos que se produjo en septiembre. Dicho esto, los mercados siguieron trazando evoluciones heterogéneas y es de entender que a los inversores los aturdieran y confundieran en cierto modo la volatilidad, la dispersión de rentabilidades, la falta de liquidez, las políticas de los bancos centrales y cómo hallar valor.
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carons-corner
audio
Caron's Corner
• 14-nov-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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market-alert
audio
Market Alert
• 14-nov-2022
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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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page
Insight Article
• 09-nov-2022
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Neha Markle
In this piece originally published by the Wall Street Journal Pro, Neha Champaneria Markle, head of private- markets fund-of-funds investing, says slowing deal making and rising debt costs can benefit co-investors like Morgan Stanley.
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tales-from-the-emerging-world
page
Tales From the Emerging World
• 09-nov-2022
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Steven Quattry
Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Steve Quattry and Jorge Chirino explain.
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consilient-observer
page
Consilient Observer
• 09-nov-2022
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Michael Mauboussin, Dan Callahan
We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.
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carons-corner
audio
Caron's Corner
• 07-nov-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
Insight Article
• 04-nov-2022
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All humans have behavioral biases, those blind spots that can impact decision-making. To address investment bias, the Eaton Vance Equity Group has integrated proprietary Portfolio Exercises into their investment process, a differentiator in the way they manage money and an important element of their success.
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path
page
PATH
• 03-nov-2022
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Andrew Harmstone, Manfred Hui
A medida que las restricciones de la cadena de suministro se alivian y la inflación de los bienes se normaliza, muchos esperan que la inflación de EE. UU. caiga, pero la presión sigue siendo elevada en los servicios debido a las condiciones del mercado laboral. A continuación, compartimos con usted cómo estos obstáculos están incidiendo en nuestro posicionamiento.
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carons-corner
audio
Caron's Corner
• 02-nov-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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page
Insight Article
• 01-nov-2022
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Michael Shedosky, Brian Farrell
In this primer, we will discuss the basis of what a GP stake is, the private equity industry dynamics that make this style of investing appealing, and the ways in which limited partners can access the attractive return profile offered by the space.
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page
Insight Article
• 31-oct-2022
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⠀
We believe times like these underscore the value of active management — carefully assessing the fluctuations driven by all kinds of disruptions, and taking dynamic actions that best serve the long-term interests of our clients.
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global-equity-observer
page
Global Equity Observer
• 31-oct-2022
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Bruno Paulson
El equipo International Equity considera que, si el buen momento actual para el crédito da paso a una época complicada, los dos superpoderes de capacidad de fijación de precios e ingresos recurrentes serán esenciales. Bruno Paulson explica.
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carons-corner
audio
Caron's Corner
• 31-oct-2022
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Jim Caron
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 27-oct-2022
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Global Fixed Income Team
La huida del mercado de bonos continuó en septiembre y hubiera sido incluso peor sin el alza que se produjo en los tres últimos días del mes. El equipo Fixed Income comparte sus puntos de vista.
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audio
Media Appearance
• 24-oct-2022
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Lauren Hochfelder
Lauren Hochfelder participated in a podcast on Bisnow discussing the macroeconomic environment, the shifts in Morgan Stanley’s real estate portfolio since the Global Financial Crisis and how the real estate industry as a whole may have to change the way it makes money.
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page
Insight Article
• 21-oct-2022
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