Naviguez sur la volatilité. Débloquez des opportunités. Gestion obligataire active.

Morgan Stanley Investment Management announced today that funds managed by Morgan Stanley Private Credit have led an $875 million senior debt financing package for Bridgepointe Technologies (Bridgepointe or the Company), a leading technology advisory and enablement services platform.

Global equity markets started 2026 on a strong footing before geopolitical tensions and sharp rises in oil prices triggered renewed volatility. At the same time, shifting narratives around AI and market leadership are driving significant rotation across sectors. How should investors interpret these crosscurrents? The International Equity Team examines the implications for portfolio positioning.

Markets are repricing risk, not ignoring it. The initial conditions for the economy heading into the war was stronger than thought and this is being incorporated into prices. We have moved to overweight US as a result.