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market-monitor page
Market Monitor  •  16-jul-2024

Floating-Rate Loan Market Monitor – Q2 2024 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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beat page
Webinar  •  16-jul-2024

The BEAT Quarterly Webinar – July 2024 

The quarter ahead and top asset allocation ideas from our investment specialists moderated by Miguel Vialba, Head of Investment Management Iberia.

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market-monitor page
Market Monitor  •  16-jul-2024

Emerging Markets Debt Monitor – Q2 2024 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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page
Insight Article  •  16-jul-2024

Look to securitized markets for alternative sources of yield 

Andrew Szczurowski, Gregory Finck
The impressive performance of corporate credit markets to start the year has prompted many investors to begin seeking out alternative sources of yield and total return in the global fixed income markets.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  16-jul-2024

Roller Coaster Continues as Elections Generate Volatility 

Fixed Income
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected inflation and increased market expectations of further rate cuts.What was the impact on fixed income markets? The Broad Markets Fixed Income team explains.

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market-monitor page
Market Monitor  •  16-jul-2024

Municipal Bond Market Monitor – Q2 2024 

Municipal Bond Group
Overview of the trends and developments in the muni bond markets.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  11-jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

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global-equity-observer page
Global Equity Observer  •  11-jul-2024

Independent thinking 

William Lock
While active versus passive is a well-worn debate, it needn’t be an either/or decision. We would argue there’s a strong case for both index investing and active management to co-exist in portfolios. While passive funds provide broad-based exposure and nimble, cheap access to tactical themes, there is still an opportunity to be selective – particularly given indices’ biases. When stock prices become disconnected from fundamentals, skilled stock pickers can take advantage if they have the luxury of a longer time horizon and a lopsided multiples-powered bull run still has momentum.

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video
Insight Video  •  10-jul-2024

High Yield Bonds: Three Things to Watch in Today’s Market (Video) 

Dónal Kinsella
Portfolio Manager Dónal Kinsella explains three key areas that high yield bond investors should consider and why a discerning approach to credit selection is key.

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beat page
Mensual  •  03-jul-2024

The BEAT - July 2024 

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

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beat page
Mid-Year  •  03-jul-2024

Key Themes for the Second Half of 2024 

Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.

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Caron's Corner  •  03-jul-2024  •  6:09 Min

The BEAT for July – Our Key Themes and Top Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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sustainable-investing page
Sustainable Investing  •  30-jun-2024

Morgan Stanley’s Sustainable Finance Summit Digest 

Morgan Stanley’s 2024 Annual Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate topical issues related to sustainability.

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global-fixed-income-bulletin video
GLOBAL FIXED INCOME BULLETIN VIDEO  •  25-jun-2024

Video: Lost in the Forest 

Fixed Income Team, Broad Markets Fixed Income Team
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?

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Caron's Corner  •  24-jun-2024  •  5:55 Min

2H 2024: Chasing the White Rabbit, but Where Will it Lead Investors? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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takeaways-key-expectations page
Takeaways & Key Expectations  •  14-jun-2024

Equity Market Commentary - June 2024 

Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon discusses earnings revisions as a major driver of stock performance this year and talks about the importance of using highly active managers and avoiding closet indexers.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  14-jun-2024

Perdidos en el bosque 

Broad Markets Fixed Income Team
A pesar de los altos niveles de crecimiento e inflación (con respecto a los objetivos), los inversores en bonos son ahora optimistas acerca del futuro de las políticas de la Reserva Federal. ¿Cuáles son las repercusiones para los mercados de renta fija? El equipo Broad Markets Fixed Income explica la situación.

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sustainable-investing engagement-report page
Engagement Report  •  13-jun-2024

Emerging Markets Equity Annual Stewardship Report 2024 

Eric Carlson, Dana Phillips, Candy Chao, Harrison Jamin
Our Emerging Markets Equity annual stewardship report illustrates our proactive engagement with portfolio companies to navigate operating landscapes and assist them in their growth. Discover how we initiate progress in the global energy transition, tackle regulatory challenges and encourage greater corporate transparency and disclosures, especially with regards to executive compensation issues.

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alternatives page
Alternatives  •  11-jun-2024

David Miller on Bloomberg Markets - Video 

David Miller
David Miller, Morgan Stanley Investment Management's Head of Global Private Credit & Equity, speaks on "Markets Today" from SuperReturn International. David speaks to some of the concern around the rapid growth of private market investments and explains why it's important to look upon that growth in the context of overall public market caps.

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page
India Opportunity  •  10-jun-2024

Webinar: India Opportunity 

Anil Agarwal, Emily Tsui
We believe India’s young demographic, along with its efforts to build digital, regulatory, financial and physical infrastructure over the last decade, will pave the way for growth acceleration over the next decade. Listen to the Global Opportunity team discuss where they find ideas based on the team’s bottom-up stock picking approach.

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video
Insight Video  •  07-jun-2024

Paying Resilience Forward: A Stock Story 

International Equity
Many of the companies that our International Equity team owns aren’t just resilient, but they develop products and services that help other companies build their resilience.

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Caron's Corner  •  05-jun-2024  •  7:04 Min

The BEAT for June – Our Key Themes and Top Trade Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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consilient-observer page
Consilient Observer  •  04-jun-2024

Stock Market Concentration: How Much Is Too Much? 

Michael Mauboussin, Dan Callahan
Stock market concentration has risen sharply over the past decade, creating a tough environment for active managers. In this report, we look at concentration over the past 75 years to see where we stand. We review which companies have been the largest and how that has changed. We ask if there is a correct level of concentration by studying other global markets and by presenting the possibility it was too low before. We then examine whether corporate performance supports the current increase.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  03-jun-2024

Poland’s Quiet Convergence 

Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.

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audio
Media Appearance  •  31-may-2024  •  26:28 Min

Morgan Stanley Capital Partners’ Rohanjit Chaudhry on BDO Private Equity PErspectives: Driving Impactful Growth Despite the High Cost of Capital 

Rohanjit Chaudhry
Rohanjit Chaudhry, Executive Director of Morgan Stanley Capital Partners, joined BDO Private Equity PErspectives podcast to discuss how private equity continues to approach economic challenges, like the current high cost of capital, through a lens of cautious optimism

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video
Media Appearance  •  29-may-2024

Lauren Hochfelder on Bloomberg Surveillance Radio 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Bloomberg Surveillance to discuss her outlook on commercial real estate and sectors where she sees potential opportunity.

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global-equity-observer page
Global Equity Observer  •  28-may-2024

La importancia de la disciplina en el partido a largo plazo 

Anton Kryachok
En un mercado obsesionado con buscar el próximo gran acontecimiento, nos aseguramos de que las valoraciones de las compañías parezcan justificadas según los fundamentales subyacentes, confeccionando una cartera con empresas poco habituales capaces de revalorizarse con un retorno elevado y sostenible a largo plazo. Dado que los múltiplos han supuesto el 85% de las rentabilidades este trimestre, un periodo de 20 años supone un 4%. Mientras tanto, el crecimiento de las ganancias pesa mucho más: hasta el 71% en 20 años. El "compounding" exige disciplina y paciencia.

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carons-corner audio
Caron's Corner  •  28-may-2024  •  5:07 Min

Higher Risk, but Lower Volatility? We Are Tapping on the Brakes. . .for Now 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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page
Insight Article  •  23-may-2024

Navigating the Curve 

Fixed Income Team
In this piece, fixed income managers investing across the duration spectrum outline strategies for seeking higher current income and capital appreciation during this unusual yield curve inversion.

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big-picture page
Big Picture  •  21-may-2024

Emerging Markets: Stepping Into the Spotlight 

Jitania Kandhari
In this updated report, read how Emerging Markets are driven by more than just China. Emerging Market Equities look attractive with higher growth, reduced debt, and lower inflation. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group and Head of Macro & Thematic Research, Emerging Markets explains.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  13-may-2024

Movimientos en el frente occidental 

Broad Markets Fixed Income Team
El cambio en las expectativas acerca de las bajadas de los tipos de interés tuvo efectos en todo el mundo, ya que las tires subieron tanto en los mercados desarrollados como en los emergentes. El equipo Broad Markets Fixed Income estudia las consecuencias para los inversores.

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page
Insight Article  •  09-may-2024

A New Management Approach for a New Market Regime 

Portfolio Solutions Group
In this paper, the Portfolio Solutions Group explains how they counter adverse impact to returns in this new regime through a new management approach with the goal of achieving stable target returns.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  07-may-2024

China Inc.: A Changing Mindset 

Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.

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carons-corner audio
Caron's Corner  •  06-may-2024  •  6:17 Min

The BEAT for May – Our Key Themes and Top Ideas  

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-equity-observer page
Global Equity Observer  •  30-abr-2024

El interés compuesto 

Bruno Paulson
Una combinación de mercados concentrados y en ebullición resulta en un entorno complejo de inversión, en particular, en términos relativos. La respuesta del equipo International Equity consiste en seguir pensando en términos absolutos, ser exigentes tanto en calidad como en valoración y aspirar a lograr un “compounding” a largo plazo.

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sustainable-investing page
Sustainable Investing  •  30-abr-2024

2024 Stewardship Trends 

Robert Walker
As the 2024 proxy season kicks off, the Morgan Stanley Investment Management Global Stewardship Team highlights three key themes: Natural Capital and Biodiversity, Workers’ Rights, and Artificial Intelligence (AI) that we believe will be high on the agenda for investors.

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takeaways-key-expectations page
Takeaways & Key Expectations  •  29-abr-2024

Equity Market Commentary - April 2024 

Andrew Slimmon
In his April TAKE, Senior Portfolio Manager Andrew Slimmon discusses investor behavior as pertaining to the puzzling swell in money market fund assets, and what Applied Equity Advisors is focused on during this earnings season.

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consilient-observer page
Consilient Observer  •  23-abr-2024

Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals 

Michael Mauboussin, Dan Callahan
Most investors “price” the stocks of companies by using valuation multiples instead of “valuing” them based on future cash flows and fundamentals. We address what multiples miss and why they have become less informative. We examine how the two most popular multiples, P/E and EV/EBITDA, can provide different signals about a stock’s relative attractiveness. We then take a deep look at EV/EBITDA. We do not discourage the use of multiples, but users should understand the underlying value drivers.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  22-abr-2024

Weaving India’s Future: A Tapestry of Green and Grey Energy 

Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.

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Caron's Corner  •  22-abr-2024  •  5:24 Min

Duration: Friend or Foe? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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video
Insight Video  •  16-abr-2024

Video: Fixed income Team Capabilities 

Global Opportunity
How can our full spectrum of fixed income solutions and specialized teams help navigate the curve and build a tailored portfolio?

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carons-corner audio
Caron's Corner  •  15-abr-2024  •  7:33 Min

Chips and Dip: Geopolitical Risk, Volatility and Value 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  10-abr-2024

Le tomamos la palabra al respecto 

Broad Markets Fixed Income Team
Actualmente, los bonos parecen mucho más atractivos que a principios de enero. El equipo Broad Markets Fixed Income explica la situación.

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big-picture page
Big Picture  •  08-abr-2024

Big Picture - Return of the 60/40 

Jitania Kandhari
In 2022, the 60/40 portfolio suffered its worst loss since 1937, prompting many market participants to question its value. Analyzing 200 years of data, Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, evaluates the renewed relevance of the 60/40 portfolio.

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market-monitor page
Market Monitor  •  08-abr-2024

Emerging Markets Debt Monitor – Q1 2024 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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market-monitor page
Market Monitor  •  08-abr-2024

Floating-Rate Loan Market Monitor – Q1 2024 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.

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big-picture video
Big Picture  •  08-abr-2024

Video: Return of 60/40 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, examines the return of the 60/40 portfolio strategy in 2024.

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tales-from-the-emerging-world page
Tales From the Emerging World  •  04-abr-2024

The Value-Up Recipe for Re-Rating Korea 

Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”

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carons-corner audio
Caron's Corner  •  02-abr-2024  •  8:23 Min

The BEAT for April: Our Top Themes - and One Major Allocation Change 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture video
Big Picture  •  01-abr-2024

Video: Oil. Underappreciated, Underinvested and Undervalued 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, believes oil is an underappreciated, underinvested and undervalued commodity in 2024.

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sustainable-investing page
Sustainable Investing  •  01-abr-2024

An equity approach that seeks to deliver an attractive return journey for clients 

Amay Hattangadi, Leon Sun, Jerry Peng
The Eaton Vance Equity Global Team seeks to illustrate the merits of a "sustainable" equity investing approach.

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global-equity-observer page
Global Equity Observer  •  26-mar-2024

La calidad merece la espera 

William Lock
Desde cómo seleccionar grandes compañías hasta el secreto de la longevidad en el negocio de la inversión, William Lock comparte 10 lecciones aprendidas durante sus 30 años de inversión en compañías de alta calidad capaces de revalorizar de manera sostenida el capital a lo largo del tiempo, brindando a los clientes de esta manera, interesantes rentabilidades a largo plazo.

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Caron's Corner  •  25-mar-2024  •  8:35 Min

Take a Walk on the Supply Side 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture video
Big Picture  •  21-mar-2024

Video: Ten Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Ten Key Themes for 2024.

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Insight audio  •  19-mar-2024  •  38:57 Min

Lauren Hochfelder on Investment Wars: Do Recent Disruptions in the Real Estate Sector Create Opportunity in 2024? 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Investment Wars to discuss major disruptions and trends in the commercial real estate market.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  12-mar-2024

Es el momento de tomar decisiones 

Broad Markets Fixed Income Team
En general, las tires fueron más altas en todo el mundo en febrero, a medida que el mercado recalibraba sus expectativas acerca de las bajadas de los tipos para este año. El equipo de Broad Markets Fixed Income aborda el impacto en los mercados.

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takeaways-key-expectations page
Takeaways & Key Expectations  •  07-mar-2024

Equity Market Commentary - March 2024 

Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts on recent market strength.

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carons-corner audio
Caron's Corner  •  05-mar-2024  •  6:58 Min

The BEAT for March: Top Ideas and Three Changes to Our Asset Allocations 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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page
Media Appearance  •  01-mar-2024

Inside Saudi Arabia’s Plan to Move Past Oil, by Barron's Reshma Kapadia 

Amy Oldenburg
Morgan Stanley Investment Management’s Head of Emerging Markets Equity Amy Oldenburg was interviewed by Barron’s for their January cover story on investing in Saudi Arabia.

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sustainable-investing calvert page
Calvert  •  01-mar-2024

Parity Beyond the Boardroom: Closing Diversity Gaps in the Corporate Pipeline 

Calvert Research and Management
In the third paper of our gender diversity series, we discuss one of the top remaining global gender issues: the gap in the corporate “talent pipeline” – where gender and ethnic representation at the board and employee levels is much higher than at the executive and senior management levels.

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consilient-observer page
Consilient Observer  •  28-feb-2024

Cost of Capital and Capital Allocation: Investment in the Era of “Easy Money” 

Michael Mauboussin, Dan Callahan
We examine the counterintuitive behavior of U.S. public companies in the recent regime of “easy money” marked by below-average interest rates.

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global-equity-observer page
Global Equity Observer  •  27-feb-2024

El impulso de la calidad 

Bruno Paulson, Alistair Corden-Lloyd
El 'compounding' es un factor de gran potencia, pero ¿qué nos dice si una compañía puede ser un 'compounder' de alta calidad? Nos centramos en el retorno sobre el capital operativo empleado (ROOCE) y los márgenes brutos. Las compañías con un ROOCE elevado suelen contar con márgenes elevados y operaciones con un uso ligero de activos, mientras que unos márgenes brutos altos suelen ser reflejo de capacidad de fijar precios. Estos atributos nos indican qué compañías merecen la pena analizar más de cerca y a que casos debemos dedicar nuestro tiempo evaluando la durabilidad del franquiciado.

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Caron's Corner  •  20-feb-2024  •  6:17 Min

When Will Rising Bond Yields Matter for Stocks? 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Tales From the Emerging World  •  20-feb-2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

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Sustainable Investing  •  16-feb-2024

ESG Update 

Kristian Heugh, Marc Fox
The Global Opportunity team shares its annual update on integrating ESG within the investment process, the carbon intensity of the portfolios and company engagement activity.

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Global Fixed Income Bulletin  •  15-feb-2024

¿La renta fija se toma un respiro? 

Broad Markets Fixed Income Team
Tras el impresionante comportamiento del mercado de renta fija en el cuarto trimestre, no sorprendió que las tires de los bonos subieran. ¿Cómo evolucionarán a partir de ahora? El equipo de Broad Market Fixed Income analiza la situación.

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Insight Article  •  15-feb-2024

The Merits 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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Takeaways & Key Expectations  •  08-feb-2024

Equity Market Commentary - February 2024 

Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts as we commence 2024.

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Opportunity Optimum  •  07-feb-2024

The India Opportunity 

Kristian Heugh, Anil Agarwal, Marc Fox, Emily Tsui
The Global Opportunity Team believes India offers an attractive hunting ground to find ideas that meet our criteria for long-term value creation and explains the broad areas where we see opportunities.

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Caron's Corner  •  05-feb-2024  •  5:48 Min

The BEAT Monthly: Our Top Four Ideas 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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big-picture page
Big Picture  •  05-feb-2024

Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.

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Media Appearance  •  02-feb-2024

See Laurel Durkay on CNBC's "The Exchange" discussing how REITs can benefit from AI 

Laurel Durkay
Sometimes overlooked, but a wildly important beneficiary of advancements in the adoption of artificial intelligence, is the data center real estate sector. In fact, Laurel calls now a “transformational moment” for data centers and reveals her top investment ideas for the space on CNBC’s "The Exchange."

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Engagement Report  •  02-feb-2024

Engage Winter 2023 

Marte Borhaug
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

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Insight Article  •  01-feb-2024

Global Listed Real Estate: A Year in Review and Year-Ahead Outlook 

Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, provides thoughts on 2023 REIT performance, current opportunities, and how REITs may benefit from secular themes driving demand for real estate.

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Insight Article  •  01-feb-2024

The Founder Advantage: Finding Alpha in Middle-Market Private Equity 

Aaron Sack, Patrick Whitehead
In the increasingly crowded private equity sector, we believe that the middle market can be a differentiated source of alpha—especially for companies with founder involvement. But we believe that generating alpha in the middle market requires a manager with specialized capabilities, a rigorous due diligence approach, and a proven playbook for creating value in the sector. Such expertise becomes even more crucial when partnering with entrepreneurs and business founders.

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Media Appearance  •  01-feb-2024

Listen to Laurel Durkay discuss the currently compelling REIT valuations 

Laurel Durkay
Listen to Laurel Durkay, CFA, Morgan Stanley Investment Management Head of Global Listed Real Assets, discuss the compelling valuations that REITs currently offer on the Nareit REIT Report Podcast.

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Consilient Observer  •  30-ene-2024

Increasing Returns: Identifying Forms of Increasing Returns and What Drives Them 

Michael Mauboussin, Dan Callahan
Understanding the five areas of micro and macroeconomics where increasing returns applies and show their relevance to investors.

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Market Monitor  •  29-ene-2024

Credit Market Monitor – Q4 2023 

Multi-Asset Credit Team
Analysis of global credit markets and where we see future opportunities.

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Caron's Corner  •  29-ene-2024  •  6:10 Min

A Rate Cut Named Desire 

Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

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Global Equity Observer  •  29-ene-2024

“Nadie sabe nada”… pero el mercado sí lo cree saber 

Bruno Paulson
Tras un año que sugirió que nadie sabe nada, nos adentramos en 2024 con buenas razones tanto para los optimistas como para los pesimistas. Si bien no podemos tener certeza sobre cuál será la situación de la economía mundial, si positiva o negativa, el mercado claramente descuenta un desenlace positivo. En combinación con unos múltiplos altos, esta situación crea una asimetría desfavorable con un potencial alcista limitado y un potencial a la baja sustancial. El truco, como siempre, es aferrarse a unas buenas rentabilidades absolutas a largo plazo cuando los mercados sufren un revés.

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Insight Video  •  29-ene-2024

Resilience Matters 

International Equity
Resilience is the ability to adapt and recover quickly from difficulties. Hear what resilience means to our International Equity Team and how their high quality investment approach identifies resilient companies.

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Media Appearance  •  22-ene-2024

Laurel Durkay on "Environmentally Focused Real Estate: Understanding the Investment Case," a FTSE Russell engagement via Citywire - Video 

Laurel Durkay
Head of Global Listed Real Assets Laurel Durkay, CFA, joined FTSE Russell’s Tony Campos, Head of Sustainable Investments Americas, and Ali Zaidi, Head of Real Assets Research, for a panel hosted by Citywire’s Ashley Lowe to discuss environmentally focused REITs and the role real estate investments can play in shaping a more sustainable future.

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sustainable-investing page
Sustainable Investing  •  19-ene-2024

Fixed Income ESG Outlook 2024 

Barbara Calvi, Anuj Gulati, Rachel Smith
Despite a persistent challenging environment for fixed income investors, the Sustainable Bond market remained strong in 2023.

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Media Appearance  •  17-ene-2024

Lauren Hochfelder Discusses 2024 Commercial Real Estate Trends on Bloomberg Television 

Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Bloomberg Television to discuss 2024 themes and trends in commercial real estate.

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PATH  •  16-ene-2024

¿Hacia dónde vamos desde aquí? 

Jim Caron
Prosigue nuestro giro hacia un ‘soft landing’ en un escenario de economía 'goldilocks', respaldada por los recientes datos macro publicados, la moderada ralentización del crecimiento y el aumento de la confianza en que la inflación evolucionará a la baja, permitiendo un alivio en los tipos de interés. Lea a continuación por qué creemos que esta situación favorece nuestra postura de mantener el optimismo en torno a la renta variable.

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Annual  •  16-ene-2024

The BEAT – 7 temas clave para 2024 

El entorno de inversión con el que empieza 2024 es muy diferente con respecto al inicio del pasado año. La inflación parece haber alcanzado su máximo, es probable que los tipos de interés desciendan y puede que las carteras equilibradas vuelvan a funcionar como se pretende. A modo de apoyo a ‘Portfolio Solutions Group’, ‘Capital Markets Group’ pone en común nuestros siete temas clave para 2024.

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Insight Article  •  16-ene-2024

Digital (De)Dollarization? 

Andrew Peel, Digital Asset Markets
The U.S. dollar has been the prominent global currency for more than 80 years, but its dominance is coming under pressure in the face of evolving geopolitical shifts and increasing twin deficits in the United States. Digital assets such as bitcoin, stablecoins in addition to the promise of Central Bank Digital Currencies (CBDCs), have potential to significantly alter the currency landscape. These innovations, while still in their nascent stages, hold opportunities to both erode and reinforce the dollar’s hegemony in global finance, Andrew Peel of Digital Asset Markets explains.

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Global Fixed Income Bulletin  •  12-ene-2024

Y el ritmo continúa, pero ¿durante cuánto tiempo? 

Broad Markets Fixed Income Team
El impresionante rendimiento de los mercados de bonos de diciembre fue un buen final para un año de altibajos. Ahora viene lo complicado. El equipo Broad Markets Fixed Income explica la situación.

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Market Monitor  •  09-ene-2024

Emerging Markets Debt Monitor – Q4 2023 

Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.

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Market Monitor  •  08-ene-2024

Floating-Rate Loan Market Monitor – Q4 2023 

Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.