Vidéo : Pourquoi investir dans la dette des marchés émergents aujourd’hui ? Stratégie, avantage concurrentiel et opportunité à long terme

Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), announced today the acquisition of a 300,000-square-foot mission-critical defense manufacturing facility located in Taunton, MA, approximately 40 miles south of Boston. The property is subject to a long-term absolute triple net lease with a leading defense contractor.

Three years ago, artificial intelligence was a topic of mere curiosity, but today is the subject of capital allocation. The challenge for investors is not only understanding that AI is consequential, but building frameworks precise enough to act on. Jitania Kandhari explains.

The "all-weather" thesis for European private credit still stands. Demand continues to outstrip supply, banks remain constrained, and a substantial illiquidity premium persists. This paper addresses the concerns currently shaping market sentiment: high-profile non-private credit defaults such as First Brands, AI disruption, and BDCs. It also examines comparisons to the 2008 financial crisis and explains why none of these concerns fundamentally alter the investment case.

In this quarter’s webinar, our investment leaders provided an update on the signals observed in the latest private markets data, a summary of the latest private markets asset class views, and a deep dive into private credit, including addressing recent concerns regarding software exposure.