Insights

 
 
 
 
 
 

Market Pulse

ECB Action Puts Pressure on Fed 

16-Sep-2019 

The ECB's recent actions have put pressure on the Fed to take some action of their own. Jim Caron from the Global Fixed Income Team shares his views.
 

Fixed-Income-Team-Tile
 

Sustainability Insight

Corporates Under Pressure 

09-Sep-2019 

Bruno Paulson discusses how regulatory and technological change has made environmental and social concerns even more important than before.
 

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Sustainability Insight

Software & Services 

05-Sep-2019 

Understanding the connection between ESG and performance can positively impact employee recruitment, retention and engagement, says the International Equity Team’s Nathan Wong and Richard Perrott.
 

9642900-Leaders-in-ESG-Tech-Insight-Tile
 

Macro Insight

VIDEO: Tug-of-War 

04-Sep-2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Sustainability Insight

Consumer Staples 

04-Sep-2019 

How can a company differentiate itself? Get its environmental and social policies right. The International Equity Team’s Nic Sochovsky explains.
 

9641969-ESG-Leaders-Consumer-Staples-Assets-Insight-Tile
 

Sustainability Insight

25-50 of the Highest Quality Stocks in the World 

03-Sep-2019 

Global Sustain is a high-quality, low carbon portfolio using bottom-up fundamental analysis and active engagement with company management.
 

global-sustain-fund-campaign-article-tile-blue
 

Sustainability Insight

Pay X-Ray 

02-Sep-2019 

Vladimir Demine discusses how certain compensation scheme practices – such as earnings adjustments – may be red flags.
 

insight-Pay X-Ray-Insight Tile
 

Sustainability Insight

Health Care 

30-Aug-2019 

Marcus Watson discusses how innovative health care companies can use science and technology to address health needs within communities.
 

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Sustainability Insight

Knock-On Effects 

29-Aug-2019 

What does material mean? Laura Bottega discusses the factors that may influence the sustainability of returns.
 

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Sustainability Insight

Tackling Plastics 

28-Aug-2019 

Vladimir Demine explains how a company's attention to plastic consumption may not only benefit the environment, but also create opportunities to differentiate itself.
 

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Macro Insight

Tug-of-War 

27-Aug-2019 

Tariffs applied during the U.S.-China trade war have paradoxically not raised U.S. inflation. In our latest insight, Tug-of-War: We examine the tug-of-war pitting the direct inflationary effects of tariffs against the indirect deflationary impact of other forces at play.
 

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Global Equity Observer

The Two Risks We Manage: Earnings and Multiples 

23-Aug-2019 

Should equity investors be worrying about multiple threats? Bruno Paulson talks earnings and multiples.
 

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Market Pulse

The Fed needs to Lead not Follow 

21-Aug-2019 

It is time for the Fed to get proactive. Jim Caron from the Global Fixed Income team shares his views.
 

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Global Fixed Income Bulletin

Just When It Looked Safe to Go Back in the Water  

19-Aug-2019 

We were set for a quiet August, but financial markets had other plans. The Global Fixed Income Team believes this change of events should be taken seriously.
 

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Media Appearance

Brian Weinstein on Bloomberg 

13-Aug-2019 

Brian Weinstein joined Bloomberg Surveillance to discuss how politics around the world are impacting markets.
 

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Media Appearance

Michael Kushma on Bloomberg 

13-Aug-2019 

Michael Kushma joined Bloomberg "The Open" to discuss fears of a global recession.
 

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A World of Fixed Income Opportunities 

07-Aug-2019 

The U.S. fixed income market is less than half of the global fixed income market. Chris Roth of the Global Fixed Income Team discusses the importance of considering international fixed income investments.
 

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Macro Insight

Equity Market Commentary 

05-Aug-2019 

Why were recent stock markets at all-time highs? Andrew Slimmon details the underpinnings of those markets and his outlook on what's next.
 

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Market Pulse

A Fed Mistake? 

01-Aug-2019 

The Fed may have made a mistake in deciding to cut rates by only 25bps. Jim Caron of the Global Fixed Income Team shares his views.
 

Fixed-Income-Team-Tile
 

Macro Insight

Why Invest Internationally: A Conversation 

25-Jul-2019 

Should you be considering markets outside of the U.S.? Our professionals review the opportunities and challenges of international diversification.
 

WOO-Insight-Tile
 

Market Pulse

Expect the Unexpected from the ECB 

25-Jul-2019 

The ECB changes course and gets ready to announce a package of easing measures. The Global Fixed Income team shares their views on what’s to come.
 

Fixed-Income-Team-Tile
 

Press Release

Presidio Petroleum Completes Acquisition of Assets From Apache Corporation in Partnership With Morgan Stanley Energy Partners 

23-Jul-2019 

Presidio Investment Holdings LLC announced today that it has completed its acquisition of all the oil and natural gas producing properties in the western Anadarko Basin of Texas, Oklahoma, and Kansas from Apache Corporation and its affiliates (NYSE: APA). Presidio Petroleum is a portfolio company majority owned by investment funds managed by Morgan Stanley Energy Partners, the energy private equity business of Morgan Stanley Investment Management.
 

Energy Partners Team - Insight Tile
 

Global Equity Observer

Rebuilding Moats in the Digital Age 

19-Jul-2019 

Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.
 

sandbags
 

Market Outlook

2Q19 Review/Outlook: Global Fixed Income Opportunities 

19-Jul-2019 

We see a positive second half of the year for fixed income, with mortgages as our favorite area of opportunity. Jim Caron shares his views.
 

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Macro Insight

VIDEO: An Holistic Approach to the World’s Water Woes 

18-Jul-2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Macro Insight

An Holistic Approach to the World’s Water Woes 

18-Jul-2019 

The high usage and scarcity of water have become consequential issues not only for human health, but for the global economy. A lot of economic activity is reliant on water—a lot of water. We review the interconnectedness of the world’s water issues, illustrates the impact of water stress on important industries and encourage investors to consider water issues when making decisions.
 

shipping dock
 

Global Fixed Income Bulletin

Central Banks Poised to Keep the Expansion Rolling 

17-Jul-2019 

Central Banks seem poised to do all in their power to keep the expansion rolling. The Global Fixed Income team shares their review of the first half of 2019 and their outlook for the second half.
 

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Market Outlook

Isn’t the Stock Market a Forward Predictor? 

16-Jul-2019 

The stock market is hovering around its all-time high, yet investor bullishness is surprisingly low. Andrew Slimmon argues that the stock market is a forward predictor, and that despite a summer correction, the S&P 500 will be well above 3,000 by year end.
 

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Global Fixed Income Insights

European and Japanese investors: Consider not fully hedging your USD exposure 

12-Jul-2019 

Europe- and Japan-based investors typically hedge all USD exposure, but is this the best practice? The Emerging Markets Debt Team shares why they believe it may not be.
 

Pending
 

Market Pulse

Global Factors Impacting the Fed's Rate Policy 

11-Jul-2019 

The Fed could cut rates by 50 basis points this month rather than the expected 25. Jim Caron of the Global Fixed Income Team shares his views on why this could happen.
 

Fixed-Income-Team-Tile
 

Market Outlook

Correction Ahead? Why That May Be Good News for Investors 

09-Jul-2019 

With volatility at low levels this rally, investors shouldn't be surprised by a summer sell-off. Even so, the outlook long-term is still positive. Here's why.
 

mountainside wow
 

Press Release

Morgan Stanley Expansion Capital Announces Agreement to Sell DocuWare GmbH 

08-Jul-2019 

Investment funds managed by Morgan Stanley Expansion Capital today announced that they have entered into a definitive agreement to sell their interest in DocuWare GmbH, a leading global provider of content services software, to Ricoh (TYO:7752). Expansion Capital invested in Founder-backed Docuware in June 2012 in a transaction designed to accelerate Docuware’s growth, recapitalize select holders and position the company for future growth.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Connecting the Dots

Why Is Popcorn So Expensive at the Movies? 

01-Jul-2019 

In this article, Swanand Kelkar discusses the steep pricing of popcorn sold at multiplexes and looks at the issue through a broader lens than just how much it usually costs versus how much it is sold for at cinemas.
 

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Market Pulse

U.S.-China Talks at G20 Go Slightly Better than Expected 

01-Jul-2019 

U.S.-China trade talks at the G20 went better than expected. What does this mean for your portfolio? Jim Caron of the Global Fixed Income Team shares his investment strategy.
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: The Bull Case for the U.S. Health Care Sector  

30-Jun-2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Bull Case for the U.S. Health Care Sector ".
 

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Global Equity Observer

Journey Into The Unknown 

25-Jun-2019 

Journey into the unknown: the International Equity Team talks politics, profits and pricing power.
 

Rope bridge leading into mist
 

Global Fixed Income Bulletin

Déjà vu...Maybe Not 

25-Jun-2019 

Fixed income markets are behaving a lot like last year. Is this déjà vu? We don’t think so. The key difference is that the Fed is in play and can cut rates. The Global Fixed Income Team shares their view.
 

Vertically reflected image of architectural glass
 

Market Pulse

Cashing in on Fed ‘Insurance’ Rate Cuts 

24-Jun-2019 

With rate cuts mostly priced into the market, Jim Caron of the Global Fixed Income Team shares his investment strategy for the remainder of the year.
 

Fixed-Income-Team-Tile
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Project Management Academy 

18-Jun-2019 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), announced today that they have completed an investment in Project Management Academy, a leading provider of training and exam preparation services for project management professionals. MSCP is partnering with the current CEO, Jason Cassidy, and the rest of the management team, who will remain in place and retain an equity stake in the business.
 

Capital Partners - Insight Tile
 

Market Pulse

Volatility May Rise as Prices Decipher the Fed 

18-Jun-2019 

Will the Fed cut rates soon? The market seems to think so, but the Fed doesn’t seem so inclined. Jim Caron shares his views and opportunities that may be flying under the radar.
 

Fixed-Income-Team-Tile
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Ovation Fertility 

17-Jun-2019 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Ovation Fertility. MSCP partnered with the current management team and physician shareholders, led by Nate Snyder, who will remain CEO and continue to drive organic and acquisitive growth.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Impact Fitness 

11-Jun-2019 

Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Impact Fitness, a leading Planet Fitness franchisee with 29 clubs across the United States and Canada. MSCP partnered with the current management team, led by CEO Adam Willaeys, as well as founder Chris Klebba, who will remain as Executive Chairman.
 

Capital Partners - Insight Tile
 

Press Release

Manna Pro Products Acquires Hero Pet Brands to Increase Category Presence in Companion Pet Care and Wellness 

04-Jun-2019 

Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Dallas-based Hero Pet Brands, a company that provides solutions to pet owner needs including nutrition, grooming, waste pickup and cleanup.
 

Capital Partners - Insight Tile
 

Market Outlook

Applied Equity Advisors Investment Process  

04-Jun-2019 

A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
 

Andrew Slimmon Portrait
 

Market Outlook

Applied Equity Advisors June 2019 Commentary  

03-Jun-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.
 

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Macro Insight

VIDEO: Midgame 

31-May-2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Market Pulse

What is the Rates Market Telling Us? 

31-May-2019 

The breakdown in U.S.-China trade negotiations is signalling slower growth and lower inflation across the globe. A flattening yield curve is just a logical adjustment to this new information.
 

Fixed-Income-Team-Tile
 

Macro Insight

Midgame 

31-May-2019 

After a growth scare in the fourth quarter of 2018, global economies may not be heading towards a recession—but U.S./China trade tensions may delay recovery.
 

shipping dock
 

Media Appearance

ESG Investing, Europe 2019 Report  

30-May-2019 

In the report published by Clear Path Analysis, MSIM’s International Equity Team and Global Fixed Income Team shared their views on ESG Investing and how it is moving from a marginal approach to a mainstream strategy.
 

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Market Outlook

Andrew Slimmon's Outlook on the Current Markets 

30-May-2019 

Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.
 

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Investment Insight

An Introduction to Alternative Lending 

28-May-2019 

Alternative lending is an asset class borne of bank disintermediation and technological innovation. In this paper, Ken Michlitsch shares his insights on the space.
 

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Macro Insight

How Flexible is Your Approach? 

23-May-2019 

The best golfers have to be flexible and experienced enough to effectively hit any number of difficult shots. We think the same holds true for portfolio managers and their approach to managing money.
 

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Press Release

Morgan Stanley Investment Management Raises $785 million for North Haven Senior Loan Fund 

17-May-2019 

Morgan Stanley Investment Management today announced it has raised $785 million for the North Haven Senior Loan Fund L.P. and its related vehicles (collectively “NH SLF”) exceeding its original fundraising target. When combined with target leverage, NH SLF has approximately $1.1 billion of capital available for investment. NH SLF seeks to invest in privately negotiated senior secured loans issued by lower middle market companies in North America.
 

Credit Partners Team - Insight Tile
 

Global Fixed Income Bulletin

And the Beat Goes On... 

16-May-2019 

The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.
 

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Market Outlook

Applied Equity Advisors May 2019 Commentary  

15-May-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.
 

aea-team
 

Investment Insight

Fintech Continues to Disrupt Consumer Lending 

15-May-2019 

In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.
 

Consumer on mobile phone using banking application.
 

Sustainability Insight

An Emerging Markets Approach to ESG: Our Progress 

09-May-2019 

The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.
 

emerging-markets-approach-esg-progress
 

Market Pulse

U.S.-China Tensions: Not a Widespread Risk…Yet 

06-May-2019 

U.S.-China trade talks seem to be at an impasse. Jim Caron, Global Fixed Income Team, shares why he believes the global market impact of these talks is not a systemic market event…yet
 

Fixed-Income-Team-Tile
 

Market Pulse

The Fed's Conundrum 

02-May-2019 

The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron from the Global Fixed Income Team shares his views.
 

Fixed-Income-Team-Tile
 

Market Outlook

1Q19 Review/Outlook: Global Fixed Income Opportunities 

30-Apr-2019 

Global central banks look to extend the economic cycle not end it. Jim Caron reviews the first quarter and shares his outlook for the rest of 2019.
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: Value in the Eurozone 

30-Apr-2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value in the Eurozone."
 

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Investment Focus

Debunking Six Myths About Climate Investing 

29-Apr-2019 

AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
 

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Market Outlook

VIDEO: A Tale of Risk 

29-Apr-2019 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Press Release

PE-backed XRI buys Fountain Quail Water Treatment 

24-Apr-2019 

XRI Holdings, LLC (“XRI”), a leading water midstream company with owned infrastructure throughout the Permian Basin, announced today that it has acquired the water treatment and recycling division of Fountain Quail Energy Services, LLC (“Fountain Quail Water Treatment”). Fountain Quail Water Treatment is a leading produced water treatment, recycle, and reuse business with operations throughout the Permian Basin and other key producing basins across the United States.
 

Energy Partners Team - Insight Tile
 

Sustainability Insight

Engage - Spring 2019 

17-Apr-2019 

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

engage-sustainability-report
 

Sustainability Insight

Compounding with a Conscience 

16-Apr-2019 

The International Equity Team’s discusses its latest offering, Global Sustain, and why understanding ESG factors is essential for successful compounding.
 

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Macro Insight

A Positive Outlook for Europe 

12-Apr-2019 

Ric Ford, Head of Global Credit, shares his views on how reversing negative factors are creating a positive outlook for Europe and European credit.
 

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Press Release

SolarWinds Sets Its Sights on the ITSM Market through Acquisition of Samanage and Introduction of a SolarWinds Service Desk Product 

11-Apr-2019 

SolarWinds (NYSE:SWI), a leading provider of powerful and affordable IT management software, today announced that it has signed an agreement to acquire Samanage, a highly reviewed and highly rated IT service desk solution company based in Cary, NC. Over the past 7 years, Samanage has built a strong, well-respected product guided by a customer-centricity that aligns well with SolarWinds’ mission and commitment to the technology professional community.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Sustainability Insight

How to Select Sustainable Compounders 

03-Apr-2019 

Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: Cyclical Assets Have Room to Outperform as Global Growth Recovers 

31-Mar-2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Cyclical Assets Have Room to Outperform as Global Growth Recovers"
 

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Sustainability Insight

ESG Is Crucial to High-Quality Compounding 

27-Mar-2019 

Bruno Paulson explains what role ESG plays in the International Equity Team's recipe for compounding.
 

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Sustainability Insight

ESG Focus Adds Value For Our Clients 

27-Mar-2019 

Vladimir Demine explains why having a dedicated head of ESG research is the right thing to do for clients.
 

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Sustainability Insight

Holistic and Responsible Investing in a Rapidly Changing World 

27-Mar-2019 

Laura Bottega discusses how global factors encourage companies to balance profit and ESG.
 

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Sustainability Insight

Being Principled, Without Sacrificing Return 

27-Mar-2019 

William Lock explains why there is no need for compromise between returns and principles.
 

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Global Fixed Income Insights

Beware Modern Monetary Theory: An Opinion on Risks 

27-Mar-2019 

The increasingly popular narrative of modern monetary theory is causing people to question the Fed's monetary policy. Jim Caron discusses how applying this theory may have long-term economic risks.
 

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Market Outlook

Applied Equity Advisors March 2019 Commentary  

19-Mar-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
 

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Media Appearance

Andrew Slimmon on CNBC "Power Lunch" 

11-Mar-2019 

Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.
 

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Sustainability Insight

ESG and Sustainable Investing Report 

07-Mar-2019 

The Global Opportunity Team shares its new annual report on ESG engagement activity.
 

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Investment Insight

Machine Learning Is Changing the Game for the Next Generation of Consumer Borrowers 

28-Feb-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.
 

machine-learning
 

Global Multi-Asset Viewpoint

GMA Viewpoint: Australia Housing Bubble Starting to Deflate  

28-Feb-2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Australia Housing Bubble Starting to Deflate "
 

GMA-Tile
 

Market Outlook

Applied Equity Advisors February 2019 Commentary  

28-Feb-2019 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
 

aea-team
 

Market Outlook

Global Brands: A year in review and the year ahead 

25-Feb-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

Global Balanced Risk Control Team Market Update 

21-Feb-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

It’s Not All About Urban Infill 

21-Feb-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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Investment Focus

Secondaries v2.0: The Era of Transformation 

20-Feb-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

Not Out of the Woods Yet 

20-Feb-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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Macro Insight

Three Climate Tipping Points Shaping Markets Today  

19-Feb-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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Analyses macroéconomiques

Trois points de bascule climatiques qui conditionnent les marchés aujourd’hui 

19-Feb-2019 

Le changement climatique nous amène vers des « points de bascule » politiques, économiques et sociaux. L’équipe GBaR MSIM en examine les implications pour les investisseurs.
 

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Global Multi-Asset Viewpoint

Secular Outlook for Bond Yields: Structurally Higher 

31-Jan-2019 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".
 

GMA-Tile
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Clarity Software Solutions 

25-Jan-2019 

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 Clarity Software Solutions. MSCP is partnering with the current management team led by founder Sean Rotermund, who will remain CEO and continue to drive organic growth and product development during the investment.
 

Capital Partners - Insight Tile
 

Market Outlook

4Q18 Review/Outlook: Global Fixed Income Opportunities 

23-Jan-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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Investment Insight

Conducting Due Diligence on Alternative Risk Premia 

22-Jan-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

Une nouvelle année pour les cœurs bien accrochés 

22-Jan-2019 

Après une fin 2018 agitée, que nous réserve cette nouvelle année ? L’équipe de gestion obligataire de Morgan Stanley livre ses perspectives d'investissement pour 2019.
 

brave-new-world
 

Global Equity Observer

Les multiples sont en baisse, pas les risques 

15-Jan-2019 

Est-ce que la diminution des bénéfices et l’assèchement des liquidités pourraient se révéler néfaste pour le prix des actifs ? Où se réfugier ? Demandez à l’équipe International Equity.
 

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Connecting the Dots

Simhavalokana 2018 

15-Jan-2019 

In this article, Swanand Kelkar looks back at the tumultuous events of 2018 and reflects upon the lessons he learned as an investor.
 

insight-connecting-dots_sept_tile
 

Sustainability Council

About the Investment Management Sustainability Council 

14-Jan-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.
 

esg-brochure
 

Sustainability Insight

A Yield Focused ESG Approach 

07-Jan-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.
 

yield-focused-esg-approach
 

Market Outlook

Applied Equity Advisors January 2019 Commentary  

31-Dec-2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary
 

aea-team
 

Macro Insight

Indian Equity: An All-Weather Asset Class 

31-Dec-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.
 

Indian-Equity-All-Weather-Asset
 

Global Multi-Asset Viewpoint

GMA Viewpoint: Key Investment Themes Into 2019 

31-Dec-2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Key Investment Themes Into 2019"
 

GMA-Tile
 

Global Fixed Income Insights

2019 Convertibles Outlook: It's All Relative 

28-Dec-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

2019 Global Real Estate Outlook 

24-Dec-2018 

The Real Assets Research & Investing Team examines what real estate investors may expect in 2019.
 

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Global Fixed Income Insights

2019 Global Credit Outlook: Waiting for Godot 

21-Dec-2018 

Is the market waiting for a recession in 2019 that won’t materialize? The Global Fixed Income Team shares how this view is helping them find attractive credit investment opportunities.
 

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Press Release

Vbrick Appoints Christian Rockwell as Chief Marketing Officer 

20-Dec-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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Global Fixed Income Insights

Emerging Markets Look Forward to 2019 

17-Dec-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

Positive Outlook for Securitized Supported by Strong Consumer Credit Conditions 

17-Dec-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

ESG Scores 

17-Dec-2018 

ESG Scores: Comparing apples to oranges
 

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Market Outlook

Europe — forever the ugly duckling? 

17-Dec-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

Governance 

14-Dec-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

Le coup de blues de novembre 

14-Dec-2018 

Les températures refroidissent, les marchés s'enrhument. L’équipe de gestion obligataire de Morgan Stanley livre ses perspectives d'investissement pour 2019.
 

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Press Release

Medsphere Closes $32 Million Financing Led by Morgan Stanley Expansion Capital 

13-Dec-2018 

Medsphere Systems Corporation, the leading provider of affordable and interoperable healthcare information technology (IT) solutions and services, today announced the closing of $32 million in financing from Morgan Stanley Expansion Capital and East West Bank. The company will use the funds to address accelerating demand for Medsphere’s comprehensive suite of healthcare IT solutions and services, and for strategic acquisitions.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Sustainability Insight

The Value of Engagement 

13-Dec-2018 

Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.
 

Global Sustain Articles-Insight-Tile-Engagement
 

Macro Insight

2019 Emerging Markets Outlook: After Tech Corrects, What Next? 

13-Dec-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

Morgan Stanley Investment Management Raises Over $1.4 Billion for North Haven Tactical Value Fund 

12-Dec-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

Dysfunction Junction? 

12-Dec-2018 

Counterproductive government policies across markets have weakened the global economy. Many started with sound intentions, some outlived their usefulness and all were exacerbated by the trade war.
 

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Press Release

Morgan Stanley Capital Partners Completes Sale of Hojeij Branded Foods 

11-Dec-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.
 

Capital Partners - Insight Tile
 

Global Fixed Income Insights

The Four C's for 2019: Caffeine, Credit, China & Chameleons 

10-Dec-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

2019 Market Outlook - Hedge Funds: Opportunities in Shifting and Volatile Markets 

09-Dec-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

Coworking, Friend or Foe? 

03-Dec-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

GMA Viewpoint: The Case for Higher Gold Prices 

30-Nov-2018 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Case for Higher Gold Prices ”
 

GMA-Tile
 

Press Release

PPC Flexible Packaging buys Temkin International 

27-Nov-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.
 

Capital Partners - Insight Tile
 

Market Outlook

Applied Equity Advisors November 2018 Commentary 

27-Nov-2018 

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the November 2018 Monthly Commentary
 

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Press Release

Samanage Raises $30M Series D Funding Round Led by Morgan Stanley Expansion Capital 

08-Nov-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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Visionary Integration Professionals Secures Morgan Stanley Investment 

08-Nov-2018 

Visionary Integration Professionals (VIP) today announced an investment by Morgan Stanley Credit Partners. The new funding will further accelerate the growth of VIP and its wholly-owned subsidiary, Meridian Knowledge Solutions (Meridian), based in Reston, VA.
 

Credit Partners Team - Insight Tile
 

Press Release

Firms Unite as a Unified Market Leader: Ardurra Group 

05-Nov-2018 

Ardurra-King, the 4th fastest growing Engineering firm in the country, has rebranded itself Ardurra Group, Inc. The firm consists of 3PL Consulting, AndersonPenna Partners, BCG Engineering, CTT Engineering, King Engineering Associates, PCA Global, Eco Consultants, and Stouten Cramer. We are also introducing our new tag line: Collaborate. Innovate. Create.
 

Credit Partners Team - Insight Tile
 

Press Release

Morgan Stanley Investment Management Raises Approximately $400 Million for Eighth Private Growth Equity Fund 

05-Nov-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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Market Pulse

Exploring the "Right-tail-risk": An Upside Surprise to Growth Expectations 

05-Nov-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

Neo4j Closes $80 Million in Series E Funding 

01-Nov-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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Market Outlook

Andrew Slimmon – Euphoria is Not Yet on the Horizon 

30-Oct-2018 

Andrew Slimmon discusses the connection between euphoria, investor psychology and secular bull market cycles.
 

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Investment Insight

Managed Futures as a Crisis Risk Offset Strategy 

26-Oct-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

Applied Equity Advisors October 2018 Commentary  

18-Oct-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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Market Outlook

3Q18 Review/Outlook: Global Fixed Income Opportunities 

17-Oct-2018 

Jim Caron provides his review of the third quarter of 2018 and his outlook on market opportunities.
 

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Press Release

Morgan Stanley Investment Management Raises over $440 Million for North Haven Thai Private Equity 

12-Oct-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

Engage - Fall 2018 

12-Oct-2018 

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

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Press Release

EcoIntense, EcoWebDesk and NordSafety are now Quentic 

11-Oct-2018 

EcoIntense merges its products and businesses into a single, global brand identity: With the release of version 11.0 on October 11th, the HSE and CSR software EcoWebDesk and the associated NordSafety app are rebranded under the uniform name Quentic. EcoIntense and NordSafety are now also operating as Quentic.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Market Pulse

What's Going on in the Markets: A Bond's Eye View 

11-Oct-2018 

Jim Caron discusses the recent market volatility and how there is a mathematical explanation.
 

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Investment Insight

Introduction to Alternative Risk Premia 

08-Oct-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

The U.S. Versus the Rest of the World: Divergence and Correction 

04-Oct-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

The U.S. Versus the Rest of the World: Divergence and Correction 

04-Oct-2018 

This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
 

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Analyses macroéconomiques

Des personnes différentes : Gestion du capital humain et diversité  

30-Sep-2018 

Compte tenu de sa rareté, le capital humain doit être protégé et développé. Au-delà des tendances mondiales, nous montrons comment le dialogue avec les employés, la flexibilité, la formation et la diversité attirent les talents et renforce la compétitivité.
 

Different-Tile
 

Global Multi-Asset Viewpoint

GMA Viewpoint: EM FX Crisis Playbook  

25-Sep-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

The Case for Middle Market High-Yield Investing 

20-Sep-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

When Will the Cycle End? 

19-Sep-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

Is the Stress Systemic or Idiosyncratic? 

17-Sep-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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Media Appearance

Jim Caron on CNBC 

13-Sep-2018 

Jim Caron appeared on CNBC to discuss the recent European Central Bank meeting and his outlook for the Fed.
 

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Global Multi-Asset Viewpoint

GMA Viewpoint: The Eventual Turn of US Outperformance? 

31-Aug-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

Jim Caron on Bloomberg TV 

29-Aug-2018 

Jim Caron appeared on Bloomberg Daybreak: Americas to examine revised U.S. second-quarter economic growth.
 

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Press Release

Morgan Stanley Energy Partners and Catalyst Energy Services Announce Strategic Partnership 

20-Aug-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.
 

Energy Partners Team - Insight Tile
 

Press Release

Morgan Stanley Alternative Investment Partners Raises $516 Million for Riverview Strategic Opportunities Fund III 

06-Aug-2018 

Morgan Stanley Alternative Investment Partners, an investment team within Morgan Stanley Investment Management, has closed the unit’s latest investment fund, the Riverview Strategic Opportunities Fund III with over $500 million in commitments. The fundraise saw robust interest from both institutional and high net worth investors with the raise being completed within a few weeks. The Fund is an opportunistic hedge fund solution focused on hedge fund secondaries and co-investments.
 

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Press Release

Morgan Stanley Capital Partners Completes Investment in Comar 

19-Jun-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.
 

Capital Partners - Insight Tile
 

Press Release

Vbrick Closes $20 Million in Funding to Fuel Rapid Global Expansion of Enterprise Video 

19-Jun-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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Cohesity Raises $250 Million in Funding Round Led by SoftBank Vision Fund 

11-Jun-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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Morgan Stanley Energy Partners and Presidio Petroleum Announce Strategic Partnership 

01-Jun-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.
 

Energy Partners Team - Insight Tile
 

Investment Insight

The EDGE: Blockchain 

15-May-2018 

Counterpoint Global examines Blockchain, the technology behind it and its potential disruptive power.
 

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Press Release

Fusion Completes Private Placement of Common Stock Led by Morgan Stanley Credit Partners 

08-May-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.
 

Credit Partners Team - Insight Tile
 

Press Release

Fusion Announces Closing of Birch Acquisition 

07-May-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.
 

Credit Partners Team - Insight Tile
 

Press Release

Concentra Analytics Completes a £41 Million Growth Equity Investment 

01-May-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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

VizExplorer Announces Strategic Investment by Morgan Stanley Expansion Capital 

17-Apr-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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Instapage Raises $15M Series A Funding Round Led by Morgan Stanley Expansion Capital 

10-Apr-2018 

Instapage, the landing page and post-click optimization solution for digital advertisers, has today announced a $15 million growth investment from Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. Investment funds will allow Instapage to accelerate the enterprise adoption of the Instapage post-click optimization solution, expedite platform development and expand sales and client service operations.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Brazos Midstream Agrees to Sell Delaware Basin Subsidiaries to Morgan Stanley Infrastructure for $1.75 Billion 

09-Apr-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.
 

Infrastructure - Insight Tile
 

Press Release

Jana Small Finance Bank commences operations. To continue its focus on financial inclusion 

28-Mar-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.
 

PEAsia Team - Insight Tile
 

Press Release

Morgan Stanley Energy Partners Completes Investment in Specialized Desanders, Inc. 

21-Mar-2018 

Investment funds managed by Morgan Stanley Energy Partners (MSEP) announced today that they have completed an investment in Specialized Desanders, Inc (SDI). MSEP is partnering with CEO Chris Hemstock and the current SDI management team to support the growth of the company's innovative oilfield equipment and services business across North America and internationally.
 

Energy Partners Team - Insight Tile
 

Press Release

Orthofix Announces Agreement to Acquire Spinal Kinetics 

15-Mar-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.
 

Expansion Capital Team - Private Credit - Insight Tile
 

Press Release

Fisher Container Launches Company Rebrand to PPC Flexible Packaging 

26-Feb-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.
 

Capital Partners - Insight Tile
 

Press Release

Clinton Burgess Appointed CEO of CoAdvantage 

05-Feb-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.
 

Capital Partners - Insight Tile
 

Press Release

Fisher Container Holdings, LLC Adds Industry Veteran Dan Donofrio to Management Team 

05-Feb-2018 

Fisher Container, a portfolio company majority owned by investment funds managed by Morgan Stanley Capital Partners, today announced the addition of Dan Donofrio to its executive team as Chief Operations Officer.
 

Capital Partners - Insight Tile
 

Press Release

SMT (Sahajanand Medical Technologies) Raises INR 230 Crores of Equity Capital in a Round Led by a Fund Managed by Morgan Stanley Private Equity Asia 

12-Jan-2018 

Sahajanand Medical Technologies, the leading manufacturer of cardiac stents in India, is pleased to announce that it has successfully raised equity to the tune of Rs. 230 crore in a funding round led by Morgan Stanley Private Equity Asia. Existing Investor Samara Capital also participated in the round.
 

PEAsia Team - Insight Tile
 

Press Release

Fund managed by Morgan Stanley PE Asia Invests Rs 152 crore in Manna Foods 

10-Jan-2018 

A fund managed by Morgan Stanley Private Equity Asia has invested Rs 152 crore in Southern Health Foods, makers of the Manna Foods brand of natural health food products.
 

PEAsia Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity Asia, Profex and Korres Reach Investment Agreement 

27-Dec-2017 

Investment funds managed by Morgan Stanley Private Equity Asia (collectively, “MSPEA”), part of Morgan Stanley Investment Management, Profex Inc. (“Profex”), a specialty distributor of dermo-cosmetic products in the People’s Republic of China and Giorgos Korres shareholder of KORRES S.A. NATURAL PRODUCTS (KORRES) announced an investment agreement.
 

PEAsia Team - Insight Tile
 

Press Release

Morgan Stanley Energy Partners and Durango Midstream Announce Strategic Partnership 

21-Nov-2017 

Investment funds managed by Morgan Stanley Energy Partners (collectively, “MSEP”), part of Morgan Stanley Investment Management, and Houston, Texas-based Durango Investment Holdings LLC (“Durango Midstream” or the “Company”) announced today a strategic partnership whereby MSEP has made a majority equity investment in Durango Midstream to support the growth of the Company’s midstream businesses in the Midcontinent region of the United States.
 

Energy Partners Team - Insight Tile
 

Press Release

Tiff's Treats $25 Million Funding Round Led By Morgan Stanley Expansion Capital 

15-Nov-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.
 

Expansion Capital Team - Private Equity - Insight Tile
 

Press Release

Morgan Stanley Investment Management Raises over $275 Million for North Haven Expansion Credit 

11-Oct-2017 

Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management, announces that it has closed on over $275 million of capital commitments for North Haven Expansion Credit LP and its related funds (collectively, “Expansion Credit” or the “Fund”), exceeding its fundraising target.
 

Expansion Capital Team - Private Credit - Insight Tile
 

Press Release

Opera TV Unveils New Brand Identity and Latest Innovations at IBC 2017 

15-Sep-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.
 

Credit Partners Team - Insight Tile
 

Press Release

Fusion Announces Definitive Agreement to Acquire Birch Communications' Cloud and Business Services Business 

28-Aug-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.
 

Credit Partners Team - Insight Tile
 

Investment Insight

Fishing for Stocks in China 

09-Jun-2017 

Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.
 

fishing-for-stocks-china-tile
 

Press Release

Fisher Container Completes Acquisition of Packaging Products Corporation in Partnership with MSCP 

04-Jun-2017 

Fisher Container, a portfolio company majority owned by investment funds managed by Morgan Stanley Capital Partners, completes the acquisition of Packaging Products Corporation.
 

Capital Partners - Insight Tile
 

Press Release

Janalakshmi Financial Services receives ‘Operating Licence’ for Small Finance Bank 

29-Apr-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.
 

PEAsia Team - Insight Tile
 

Macro Insight

Quality Companies in Today’s Market Environment  

25-Apr-2017 

Bruno Paulson explains why consumer staples performance is more about earnings than interest rates.
 

8868685-Bruno-Paulson-Understanding-HQ
 

Macro Insight

Income, the Right Way  

20-Apr-2017 

Bruno discusses how high-quality companies have the potential to provide reliable income without sacrificing capital growth.
 

8868685-Bruno-Paulson-GBEI
 

Press Release

Morgan Stanley Capital Partners Completes Investment in Fisher Container 

03-Feb-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.
 

Capital Partners - Insight Tile
 

Investment Insight

The EDGE: CRISPR 

31-Jan-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.
 

insight-8809028-tile
 

Press Release

MSIM Raises over $1.5 Billion for North Haven Capital Partners VI and Committed Co-investments 

09-Jan-2017 

Morgan Stanley Capital Partners announces that it has raised over $1.5 billion for North Haven Capital Partners VI and its related funds and committed co-investments.
 

Capital Partners - Insight Tile
 

Sustainability Insight

ESG and the Sustainability of Competitive Advantage 

09-Jan-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.
 

8783846-ESG-WP-tile
 

Press Release

Morgan Stanley Private Equity Completes Investment in 24 Seven 

05-Oct-2016 

Morgan Stanley Private Equity announces an investment in 24 Seven, Inc., one of North America’s largest creative and digital human capital management firms.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Private Equity Completes Investment in Cadence Education 

06-Sep-2016 

Morgan Stanley Private Equity announces an investment in Cadence Education, Inc., one of the United States’ leading providers of early childhood education.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Energy Partners and XRI Blue Announce Strategic Partnership 

23-Aug-2016 

Morgan Stanley Energy Partners ("MSEP") and Midland, TX-based XRI Holdings, LLC (“XRI Blue”), announce a strategic partnership whereby MSEP has made a majority equity investment in XRI Blue.
 

Energy Partners Team - Insight Tile
 

Press Release

Morgan Stanley Global Private Equity Completes Investment in Pathway Partners 

22-Aug-2016 

Morgan Stanley Capital Partners announces an investment in Pathway Partners Vet Holding LLC, a leading veterinary hospital owner and operator founded by Dr. Jasen Trautwein in Austin, TX and led by CEO Shawn McVey.
 

Capital Partners - Insight Tile
 

Press Release

MSIM Raises $3.6 Billion for its Second Global Infrastructure Fund and Assembles a $2.2 Billion Co-investment Club 

03-Mar-2016 

Morgan Stanley Infrastructure Partners announces that it has raised $3.6 billion for North Haven Infrastructure Partners II (NHIP II).
 

Infrastructure - Insight Tile
 

Investment Insight

Chicago Parking Meters' Smart Technology System 

02-Dec-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.
 

insights-chicago
 

Investment Insight

Creating Value at a Regulated Asset: Southern Star Central Gas Pipeline 

02-Dec-2015 

Morgan Stanley Infrastructure Partners worked with Southern Star management to take a strategic approach to growing the business within its regulatory parameters.
 

insights-southern-star
 

Investment Insight

The Creation of Madrileña Red de Gas 

02-Dec-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.
 

insights-madrilena
 

Press Release

Morgan Stanley Global Private Equity Completes Majority Investment in CoAdvantage 

08-Oct-2015 

Morgan Stanley Capital Partners announces the completion of a majority investment in CoAdvantage, Inc., one of North America’s largest professional employer organizations (PEOs).
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Southern Star Central Corp 

01-May-2015 

Morgan Stanley Infrastructure Partners announces that it has agreed to sell Southern Star Central Corp. (Southern Star) to a consortium consisting of affiliates of GE Energy Financial Services and Caisse de dépôt et placement du Québec.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Madrileña Red de Gas 

22-Apr-2015 

Morgan Stanley Infrastructure Partners announces the sale of Madrileña Red de Gas ("MRG") to a consortium formed by EDF Invest, Gingko Tree Investment Ltd, and Dutch pension fund manager PGGM.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Montreal Gateway Terminals 

06-Mar-2015 

Morgan Stanley Infrastructure Partners announces an agreement to sell Montreal Gateway Terminals to a consortium led by Fiera Axium Infrastructure.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Global Private Equity Completes Sale of EmployBridge  

10-Feb-2015 

Morgan Stanley Capital Partners announces the completion of the sale of its majority interest in EmployBridge, a leading provider of specialty staffing services, to The Select Family of Staffing Companies, a national provider of workforce management services.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Enters into Partnership with Respect to Strategic US Midstream Asset 

16-Sep-2014 

Morgan Stanley Infrastructure Partners announces an agreement to acquire in stages co-control ownership of Eureka Hunter Holdings, LLC, a natural gas gathering system situated in the Marcellus and Utica shale basins in the Appalachian region of the United States.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Global Private Equity Completes Sale of Learning Care Group  

05-May-2014 

Morgan Stanley Global Private Equity today announced it has completed the sale of its majority interest in Learning Care Group (U.S.) Inc.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Global Private Equity Completes the Sale of Zenith 

06-Mar-2014 

Morgan Stanley Capital Partners announces the completion of the sale of its majority interest in Accelerate Acquisitions Limited, the parent company of Zenith, to HgCapital, a UK-based private equity fund.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Partners Acquires Full Ownership of Southern Star Central Corp. 

23-Aug-2012 

Morgan Stanley Infrastructure Partners announces an increased ownership stake to 100 percent of the Common Equity of Southern Star Central Corp., parent company of Southern Star Central Gas Pipeline (Southern Star).
 

Infrastructure - Insight Tile
 

Press Release

Tianhe Chemicals Group Announces Strategic Partnership with Morgan Stanley Private Equity Asia 

21-Mar-2012 

Morgan Stanley Private Equity Asia announces the closing of a strategic partnership with Tianhe Chemicals Group, a leading specialty chemicals company in China.
 

PEAsia Team - Insight Tile
 

Press Release

Morgan Stanley Credit Partners Completes Mezzanine Investment in BarrierSafe Solutions International 

15-Nov-2011 

Morgan Stanley Credit Partners has provided a $46 million mezzanine loan to help finance the acquisition of BarrierSafe Solutions International (BarrierSafe) by Odyssey Investment Partners.
 

Credit Partners Team - Insight Tile
 

Press Release

Morgan Stanley Infrastructure Announces Sale of Its Interest in SAESA Group 

08-Nov-2011 

Morgan Stanley Infrastructure Partners announces the sale of its 50 percent interest in SAESA Group, a Chilean electricity distribution, transmission and generation company, to Alberta Investment Management Corporation (AIMCo) of Canada.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Credit Partners Completes Mezzanine Investment in H.D. Vest 

18-Oct-2011 

Morgan Stanley Credit Partners has provided a $43 million mezzanine loan to help finance the acquisition of H.D. Vest Financial Services by Parthenon Capital Partners and Lovell Minnick Partners.
 

Credit Partners Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity and Sterling Energy Company Announce Strategic Partnership 

11-Aug-2011 

Morgan Stanley Private Equity and Denver-based Sterling Energy Company announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Sterling Energy.
 

Energy Partners Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity and Trinity CO2 Announce Strategic Partnership 

15-Sep-2010 

Morgan Stanley Private Equity and the group of Trinity companies (“Trinity”) announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Trinity.
 

Energy Partners Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity To Acquire Majority Stake in Zenith Vehicle Contracts Group Limited 

13-Aug-2010 

Morgan Stanley Capital Partners announces that is has agreed to acquire a 60 per cent stake in Zenith Vehicle Contracts Group Limited, a provider of vehicle outsourcing and management services to the UK corporate sector, from funds advised by Barclays Private Equity and Zenith management.
 

Capital Partners - Insight Tile
 

Press Release

Galp Energia and Morgan Stanley Infrastructure Acquire Certain of Gas Natural’s Gas Distribution Assets and Associated Gas Supply Activities 

19-Dec-2009 

Galp Energia, SGPS, S.A. and Morgan Stanley Infrastructure Partners announces a definitive agreement to acquire jointly certain of the gas distribution and supply businesses in the region of Madrid from Gas Natural SDG, S.A.
 

Infrastructure - Insight Tile
 

Press Release

Morgan Stanley Private Equity and Triana Energy Announce Second Partnership 

02-Jun-2009 

Morgan Stanley Private Equity and Charleston, WV-based Triana Energy announce a strategic partnership whereby Morgan Stanley Private Equity has made a majority equity investment in Triana Energy.
 

Energy Partners Team - Insight Tile
 

Press Release

Morgan Stanley Private Equity Completes Acquisition of Majority Stake in Learning Care Group, Inc. 

26-Jun-2008 

Morgan Stanley Capital Partners announces the completion of an agreement to acquire a 60 percent stake in Learning Care Group, the U.S. subsidiary of A.B.C. Learning Centres Limited (“ABC”).
 

Capital Partners - Insight Tile
 

Press Release

New Equity Partners for Breitenfeld AG 

17-Jun-2008 

Morgan Stanley Capital Partners and BAST Investment Group agree to acquire an equity stake in Breitenfeld AG from the majority shareholders of the Austrian specialty steel producer, Fides Privatstiftung and Fortis Privatstiftung.
 

Capital Partners - Insight Tile
 

Press Release

Morgan Stanley Private Equity to Acquire Tops Markets 

11-Oct-2007 

Morgan Stanley Capital Partners announces that it will acquire Tops Markets, LLC (Tops) from Koninklijke Ahold, N.V. (Ahold). Tops operates under the banners of Tops Markets and Martin’s Super Food Stores.
 

Capital Partners - Insight Tile
 

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