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Market Alert  •  13 nov. 2019  •  4 Min

Market Alert with Andrew Slimmon: The S&P 500 Has Broken Out to New Highs, Now What?  

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Audio-Page-Tile
 
Macro Insight  •  8 nov. 2019

Our Formula for Earnings Resiliency 

Laura Bottega
In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.

Our-Formula-Insight-Tile-1x1
 
Macro Insight  •  30 oct. 2019

VIDEO: Peak Car—or Just Bumps in the Road? 

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

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Analyses macroéconomiques  •  25 oct. 2019

Les leçons de Warren Buffett quand il n’avait que 21 ans 

Kristian Heugh, Marc Fox
Investir dans des entreprises de grande qualité, au juste prix, peut enrichir le patrimoine des investisseurs tout en offrant un certain niveau de sécurité lorsque les marchés se replient.

Lessons-from-Buffett-Insight-Tile-1x1
 
Market Alert  •  25 oct. 2019  •  4 Min

Market Alert with Andrew Slimmon 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities.

Audio-Page-Tile
 
Market Outlook  •  22 oct. 2019

3Q19 Review/Outlook: Global Fixed Income Opportunities 

Christian Roth
The direction and magnitude of interest rate moves over the past year has been truly breathtaking. Chris Roth discusses the catalysts for these changes.

Chris Roth_Video Tile
 
Sustainability Insight  •  22 oct. 2019

Engage - Fall 2019 

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

engage-sustainability-report
 
Global Fixed Income Bulletin  •  17 oct. 2019

Un mois de retournement 

Global Fixed Income Team
Quels sont les trois principaux facteurs ayant déclenché la correction du mois de septembre et quel a été leur impact sur notre positionnement ? Les réflexions de notre équipe de gestion obligataire.

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Investment Insight  •  16 oct. 2019

Managing Downside Risk with Global Macro Strategies 

Robert M. Rafter
Amid concerns about potentially unsteady and down markets, we believe two of the strategies employed by global macro managers are particularly worthy of consideration today: tail risk and long volatility.

9685331-Managing-Downside-Risk-Insight-Tile-1x1
 
Investment Insight  •  16 oct. 2019

AIP Hedge Fund Solutions Team Review and Outlook 

Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.

816952_AIP_0217_1718958_AIP Hedge Fund Team Outlook
 
Investment Insight  •  14 oct. 2019

Long-Short Equity Strategies - “Hedging” Your Bets 

Eric Stampfel
Faced with market uncertainties, investors may be seeking ways to de-risk. Long-short equity strategies have the potential to provide steady gains even in down markets.

Hedging-Your-Bets-Insight-Tile-1x1
 
Sustainability Insight  •  10 oct. 2019

ESG and Sovereign Fixed Income Investing: A Better Way 

Jim Caron, Teal Emery
As environmental, social and governance (ESG) factors become more broadly incorporated into investment decision-making, sovereign fixed income investors are grappling with the best way to benchmark and quantify these factors across a diverse group of countries. Morgan Stanley Investment Management has developed what we consider to be a better approach.

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Macro Insight  •  8 oct. 2019

Risk as a starting point — not an afterthought 

Andrew Harmstone
Dazzling investment returns make good headlines─as do spectacular investment crashes. But seldom do we read stories about funds that excel in controlling volatility while delivering strong, competitive returns. Yet managing volatility is the key to surviving a sharp market downturn.

Risk-As-A-Starting-Point-Insight-Tile-1x1
 
Macro Insight  •  3 oct. 2019

How Much to Own in Emerging Markets 

Jitania Kandhari
Those who see the opportunity in emerging markets want to know, how much should we own? We discuss three approaches that look at the ideal emerging market allocation.

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Macro Insight  •  3 oct. 2019

What to Own in Emerging Markets 

Jitania Kandhari
Which countries do we think are worth owning in emerging markets? Those that can thrive in the age of the three D’s—deglobalization, depopulation and deleveraging.

9693331_Tile_1
 
Macro Insight  •  3 oct. 2019

The Case for Emerging Markets Relative to the U.S. 

Jitania Kandhari
Why invest in emerging markets? After falling out of fashion, we think emerging markets are poised to be rediscovered in the next decade.

Jitania Kandhari video on why emerging markets
 
Investment Insight  •  1 oct. 2019

Alternative Risk Premia: Taking Control of Your Exposures 

Patrick Reid, Gary Chan
ARP have the potential to mitigate downside risk, while in many cases still generating positive returns in a liquid and costefficient way.

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Analyses macroéconomiques  •  30 sept. 2019

Pic automobile ou simple accident de parcours ? 

Andrew Harmstone
L’industrie automobile est en proie à de profonds bouleversements qui se traduisent par la chute des immatriculations, de la demande et de la production à travers le monde. Avons-nous atteint le « pic automobile »—ou s’agit-il d'un simple accident de parcours ?

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GLOBAL EQUITY OBSERVER  •  30 sept. 2019

L’importance du plastique 

Vladimir Demine, William Lock, Bruno Paulson
Pourquoi l'engagement ? Pour connaître les entreprises de bout en bout. L’équipe Actions internationales se penche sur les moteurs du changement dans les secteurs du plastique et de la consommation de base.

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Global Equity Observer  •  27 sept. 2019

Capitaliser grâce au secteur de la santé 

Marcus Watson
Où trouver des investissements de grande qualité dans le secteur de la santé ? Marcus Watson, de notre équipe Actions internationales, donne son avis

9681779_Insight_Tile
 
Market Outlook  •  25 sept. 2019

Equity Market Commentary - September 2019  

Andrew Slimmon
Markets have experienced a series of “recession scares.” Yet Andrew Slimmon maintains that the U.S. stock market will break out during the fourth quarter of 2019, with the S&P 500 ending the year well north of 3,000.

aea-team
 
Global Fixed Income Bulletin  •  20 sept. 2019

La volatilité et l’incertitude persistent... Et nous ne voyons pas le bout du tunnel 

Global Fixed Income Team
Pourquoi les obligations souveraines et autres instruments de taux ont-ils résisté dans les conditions de marché actuelles, tandis que les autres secteurs et classes d’actifs étaient à la peine ? L’équipe responsable de la gestion obligataire mondiale l’explique.

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Global Fixed Income Insights  •  18 sept. 2019

Unconstrained European Fixed Income 

Global Fixed Income Team
How does the European Fixed Income Opportunities strategy provide investors with competitive returns in the current low-yield environment? The Global Fixed Income Team explains.

Unconstrained_Euro_FI-Insight_Tile
 
Insight ESG  •  16 sept. 2019

Santé 

Marcus Watson
Marcus Watson explique comment des entreprises médicales innovantes peuvent utiliser la science et la technologie pour satisfaire les besoins en matière de santé au sein des communautés.

esg-theme-healthcare
 
Market Pulse  •  16 sept. 2019

ECB Action Puts Pressure on Fed 

Jim Caron
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
 
Investment Insight  •  11 sept. 2019

Introduction to Alternative Risk Premia 

Mark van der Zwan, Patrick Reid
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.

Alternative-Risk-Premia-tile
 
Insight ESG  •  9 sept. 2019

Entreprises sous pression  

Bruno Paulson
Bruno Paulson explique comment l’évolution réglementaire et technologique a accru l’importance des problématiques environnementales et sociales.

9647556-Corp-Under-Pressure-Insight-Tile
 
Sustainability Insight  •  5 sept. 2019

Software & Services 

Marcus Watson
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
 
Insight ESG  •  5 sept. 2019

Logiciels et services  

Marcus Watson
Comprendre le lien entre ESG et performance peut influencer positivement recrutement, fidélisation et engagement du personnel, expliquent Nathan Wong et Richard Perrott (Actions internationales).

9642900-Leaders-in-ESG-Tech-Insight-Tile
 
Macro Insight  •  4 sept. 2019

VIDEO: Tug-of-War 

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

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Insight ESG  •  4 sept. 2019

Consommation de base  

Nic Sochovsky
Comment une entreprise peut-elle se démarquer ? En appliquant des politiques environnementales et sociales adaptées. Nic Sochovsky de l’équipe Actions internationales nous explique comment.

9641969-ESG-Leaders-Consumer-Staples-Assets-Insight-Tile
 
Insight ESG  •  3 sept. 2019

25-50 des meilleures actions de qualité à travers le monde  

International Equity Team
Portefeuille de grande qualité et à faible intensité carbone, Global Sustain recourt à l’analyse fondamentale bottom-up et au dialogue actif avec les dirigeants des entreprises.

global-sustain-fund-campaign-article-tile-blue
 
Macro Insight  •  3 sept. 2019

Our Liquidity Solutions Team’s Competitive Advantages 

Global Liquidity Team
Managing cash is becoming increasingly complex. Our Global Liquidity Solutions is uniquely positioned to help you navigate the challenges and opportunities ahead.

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Insight ESG  •  2 sept. 2019

Passage au crible des rémunérations (« Pay X-Ray ») 

Alex Gabriele
Vladimir Demine explique comment certaines pratiques de rémunération, notamment les ajustements de bénéfices, constituent des signaux d’alerte.

insight-Pay X-Ray-Insight Tile
 
Macro Insight  •  31 août 2019

GMA Viewpoint: Gold Bull Market to Continue 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Gold Bull Market to Continue.”

GMA-Tile
 
Insight ESG  •  29 août 2019

Effets domino 

Laura Bottega
Que signifie une problématique « importante » ? Laura Bottega aborde les différents facteurs susceptibles d’influencer la durabilité des performances.

insight-Knock-on Effects-Tile
 
Insight ESG  •  28 août 2019

La gestion du plastique 

Vladimir Demine
Vladimir Demine explique comment la gestion de la consommation de plastique permet non seulement aux entreprises de faire un geste pour l’environnement, mais également de se démarquer.

9653922_Tackling_Plastics-Insight_Tile
 
Analyses macroéconomiques  •  27 août 2019

Tiraillements 

Andrew Harmstone
Dans notre article « Tiraillements », nous nous intéressons à l’antagonisme des effets inflationnistes directs des droits de douane et l’impact déflationniste indirect des autres forces en présence.

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Global Equity Observer  •  23 août 2019

Bénéfices et multiples : les deux risques qu’il nous faut maîtriser 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Les investisseurs en actions font-ils face à de multiples menaces ? Bruno Paulson nous parle bénéfices et multiples.

9653891_Insight_Tile
 
Market Pulse  •  21 août 2019

The Fed needs to Lead not Follow 

Jim Caron
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  •  19 août 2019

Le moment où on ne s’y attendait pas  

Global Fixed Income Team
Nous nous attendions à un mois d’août paisible, mais les marchés en ont décidé autrement. Pour l’équipe Global Fixed Income, ce changement de conjoncture doit être pris au sérieux.

9648446_Web_Tile_v1
 
2:03 Min

A World of Fixed Income Opportunities 

Christian Roth
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  •  5 août 2019

Equity Market Commentary 

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

AEA-2x1-tile
 
Market Pulse  •  1 août 2019

A Fed Mistake? 

Jim Caron
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  •  26 juil. 2019

Opportunities in A-shares 

Gary Cheung
MSCI’s inclusion of China A-shares into global indices will undoubtedly boost investor focus. The Global Emerging Markets Team discusses opportunities in this vast and largely uncharted portion of China’s complex markets.

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Market Pulse  •  25 juil. 2019

Expect the Unexpected from the ECB 

Anton Heese
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
 
Macro Insight  •  25 juil. 2019

Why Invest Internationally: A Conversation 

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

WOO-Insight-Tile
 
Press Release  •  23 juil. 2019

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

John Moon, David N Miller, Robert Lee
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
 
Market Outlook  •  19 juil. 2019

2Q19 Review/Outlook: Global Fixed Income Opportunities 

Jim Caron
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.

GFIO-2Q19
 
Global Equity Observer  •  19 juil. 2019

Renforcer ses défenses à l’ère numérique 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Alors que les entreprises du secteur de la consommation de base repartent à l’école, qui est le meilleur élève de la classe ? L’équipe Actions internationales aborde la domination à l’ère numérique.

sandbags
 
Global Equity Observer  •  19 juil. 2019

Rebuilding Moats in the Digital Age 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Who is top of the class as consumer staples go back to school? The International Equity Team discusses dominance in the digital age.

sandbags
 
Macro Insight  •  18 juil. 2019

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

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

CG_393x348
 
Analyses macroéconomiques  •  18 juil. 2019

Une approche globale des enjeux mondiaux liés à l’eau 

Andrew Harmstone
Nous nous penchons sur l’interconnectivité des problématiques mondiales liées à l’eau, illustrons l'impact du stress hydrique sur les grandes industries et encourageons les investisseurs à tenir compte des problématiques liées à l’eau au moment de prendre des décisions.

shipping dock
 
Global Fixed Income Bulletin  •  17 juil. 2019

Les banques centrales prêtes à soutenir la croissance 

Global Fixed Income Team
Les banques centrales semblent prêtes à faire tout leur possible pour préserver la croissance. L’équipe obligataire mondiale livre sa vision du premier semestre 2019 et ses prévisions pour le second.

9624876_Web _Tile_v1
 
Market Outlook  •  16 juil. 2019

Isn’t the Stock Market a Forward Predictor? 

Andrew Slimmon
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.

AEA-2x1-tile
 
Global Fixed Income Insights  •  12 juil. 2019

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

Sahil Tandon, Warren Mar, Eric Baurmeister
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  •  11 juil. 2019

Global Factors Impacting the Fed's Rate Policy 

Jim Caron
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  •  9 juil. 2019

Correction Ahead? Why That May Be Good News for Investors 

Andrew Slimmon
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  •  8 juil. 2019

Morgan Stanley Expansion Capital Announces Agreement to Sell DocuWare GmbH 

David N Miller, Pete Chung, Robert Bassman
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  •  1 juil. 2019

Why Is Popcorn So Expensive at the Movies? 

Swanand Kelkar
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  •  1 juil. 2019

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

Jim Caron
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.

Fixed-Income-Team-Tile
 
Global Multi-Asset Viewpoint  •  30 juin 2019

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

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

GMA-Tile
 
Global Fixed Income Bulletin  •  25 juin 2019

Déjà-vu... ou pas 

Global Fixed Income Team
Le comportement des marchés obligataires est similaire à celui observé l’an dernier. Cette impression de déjà-vu nous semble trompeuse. La grande différence est que la Fed est à la manœuvre et peut baisser ses taux. Notre équipe obligataire mondiale livre son point de vue.

Vertically reflected image of architectural glass
 
Global Equity Observer  •  25 juin 2019

Rendez-vous en terre inconnue 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Rendez-vous en terre inconnue : l'avis de l’équipe Actions internationales sur la politique, les bénéfices et le pouvoir de fixation des prix.

Rope bridge leading into mist
 
Market Pulse  •  24 juin 2019

Cashing in on Fed ‘Insurance’ Rate Cuts 

Jim Caron
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  •  18 juin 2019

Morgan Stanley Capital Partners Completes Investment in Project Management Academy 

Morgan Stanley Capital Partners
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  •  18 juin 2019

Volatility May Rise as Prices Decipher the Fed 

Jim Caron
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  •  17 juin 2019

Morgan Stanley Capital Partners Completes Investment in Ovation Fertility 

Morgan Stanley Capital Partners
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  •  11 juin 2019

Morgan Stanley Capital Partners Completes Investment in Impact Fitness 

James Howland, Aaron Sack, Mark Bye, David N Miller
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  •  4 juin 2019

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

James Howland, Aaron Sack, Mark Bye, David N Miller
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  •  4 juin 2019

Applied Equity Advisors Investment Process  

Leslie Delany, Andrew Slimmon
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  •  3 juin 2019

Applied Equity Advisors June 2019 Commentary  

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

AEA-2x1-tile
 

VIDEO: Midgame 

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

9605122_GBaR-June-393x348
 
Analyses macroéconomiques  •  31 mai 2019

Midgame 

Andrew Harmstone
Malgré les craintes dues à la croissance fin 2018, une récession de l’économie mondiale semble évitable; mais les tensions commerciales entre les Etats-Unis et la Chine pourraient retarder la reprise.

shipping dock
 
Market Pulse  •  31 mai 2019

What is the Rates Market Telling Us? 

Jim Caron
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
 
Media Appearance  •  30 mai 2019

ESG Investing, Europe 2019 Report  

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.

9603498_ESG-Report-Image-328x348
 
Market Outlook  •  30 mai 2019

Andrew Slimmon's Outlook on the Current Markets 

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

andrew slimmon
 
Investment Insight  •  28 mai 2019

An Introduction to Alternative Lending 

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

man on phone
 
Macro Insight  •  23 mai 2019

How Flexible is Your Approach? 

Leslie Delany, Andrew Slimmon
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.

9576586-AEA-Golf-Insight-Tile
 
Press Release  •  17 mai 2019

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

Thomas Bergen, David N Miller, Hank D'Alessandro
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 Equity Observer  •  17 mai 2019

Crédit Privilégier les entreprises de qualité et peu endettées 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Compte tenu d’un système bancaire parallèle modéré, l’équipe Actions internationales examine les risques liés à la nouvelle dette des entreprises chinoises.

china flag
 
Global Fixed Income Bulletin  •  16 mai 2019

Et le rythme continue... 

Global Fixed Income Team
L’économie mondiale évolue au rythme idéal pour la croissance… maintenant, si seulement ces fâcheuses questions commerciales pouvaient être réglées ! Notre équipe obligataire mondiale livre son point de vue et ses perspectives.

Digital display of volume levels
 
Market Outlook  •  15 mai 2019

Applied Equity Advisors May 2019 Commentary  

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

aea-team
 
Investment Insight  •  15 mai 2019

Fintech Continues to Disrupt Consumer Lending 

Kenneth Michlitsch
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.
 
Analyse d’investissement  •  10 mai 2019

Le développement des co-investissements alternatifs  

Jarrod Quigley
Pour Jarrod Quigley, Managing Director au sein de l’équipe AIP Hedge Fund Solutions, les co-investissements des hedge funds jouent un rôle important dans les portefeuilles clients.

9572052-Tile
 
Insight ESG  •  9 mai 2019

Une approche ESG à l’égard des marchés émergents: nos progrès 

Global Emerging Markets Team
Les membres de l’équipe Marchés émergents expliquent comment ils intègrent les facteurs ESG dans leur processus et présentent le rôle des gérants de portefeuille dans le cadre des initiatives d’engagement sur les enjeux majeurs.

emerging-markets-approach-esg-progress
 
Market Pulse  •  6 mai 2019

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

Jim Caron
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  •  2 mai 2019

The Fed's Conundrum 

Jim Caron
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
 
Global Multi-Asset Viewpoint  •  30 avr. 2019

GMA Viewpoint: Value in the Eurozone 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value in the Eurozone."

GMA-Tile
 
Market Outlook  •  30 avr. 2019

1Q19 Review/Outlook: Global Fixed Income Opportunities 

Jim Caron
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.

9561003-1Q19-GFIO-Vieo-Tile-w-play-button
 
Analyses macroéconomiques  •  29 avr. 2019

Il était une fois le Risque 

Andrew Harmstone
Une gestion efficace des risques nécessite de comprendre la différence essentielle entre les événements « risqués » et les événements « incertains ». Nous explorons cette question et les solutions possibles dans nos dernières perspectives : " Il était une fois le Risque".

9546294-tile
 
Investment Focus  •  29 avr. 2019

Déconstruire six mythes sur l'investissement climatique 

Vikram Raju
Pour le responsable de l’Impact investing d’AIP Private Markets, les solutions au changement climatique sont multiples et peuvent offrir des opportunités d'investissement très intéressantes.

Debunking-Climate-Polar-bear-Tile
 
Market Outlook  •  29 avr. 2019

VIDEO: A Tale of Risk 

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

9587798-128x128-CG
 
Press Release  •  24 avr. 2019

PE-backed XRI buys Fountain Quail Water Treatment 

John Moon, David N Miller, Logan Burt
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
 
Global Fixed Income Bulletin  •  17 avr. 2019

Le retour d’un scénario idéal ? 

Global Fixed Income Team
Les investisseurs sont optimistes et pensent que les marchés sont sur la bonne voie pour le reste de l’année 2019. Nous sommes d’accord avec eux ! Selon notre équipe obligataire mondiale, les politiques monétaires accommodantes et la baisse des rendements réels vont soutenir les économies et entraîner un allongement du cycle économique.

9546772_Web_Tile
 
Sustainability Insight  •  17 avr. 2019

Engage - Spring 2019 

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

engage-sustainability-report
 
Insight ESG  •  16 avr. 2019

Capitaliser de manière responsable 

Vladimir Demine, William Lock, Bruno Paulson
L’équipe de gestion Actions internationales présente sa dernière gamme de fonds (« Global Sustain ») et explique pourquoi la connaissance des facteurs ESG est essentielle en matière de capitalisation.

collection of glass orbs featuring regions of the globe
 
Global Equity Observer  •  12 avr. 2019

En quête d’un filet de sécurité pour la fin du cycle  

William Lock, Dirk Hoffmann-Becking
L’équipe Actions internationales s’interroge : est-ce le moment de mettre en place un filet de sécurité pour la fin du cycle ?

9534088_Insight-tile
 
Analyses macroéconomiques  •  12 avr. 2019

Des perspectives positives en Europe 

Richard Ford
Ric Ford, responsable mondial du crédit, nous explique comment, selon lui, l'inversion des facteurs négatifs est en train de créer des perspectives favorables pour l'Europe et le crédit européen.

9546286_Tile-with-play
 
Press Release  •  11 avr. 2019

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

David N Miller, Pete Chung, Robert Bassman
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  •  4 avr. 2019

Integrating ESG in Emerging Markets Investing 

Vishal Gupta
Vishal Gupta explains how ESG is integrated into the Emerging Markets Leaders investment process.

9532718_Tile-with-play
 
Insight ESG  •  3 avr. 2019

Comment choisir des « capitaliseurs » durables  

Vladimir Demine
Vladimir Demine explique comment l’équipe Actions internationales développe des portefeuilles ESG répondant aux critères de qualité les plus stricts.

Fossil spiral shell in stone
 
Global Multi-Asset Viewpoint  •  31 mars 2019

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

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

GMA-Tile
 
Sustainability Insight  •  27 mars 2019

ESG Is Crucial to High-Quality Compounding 

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

9525865-Bruno-Paulson-Tile-with-play
 
Insight ESG  •  27 mars 2019

L’approche ESG est créatrice de valeur pour nos clients  

Vladimir Demine
Vladimir Demine explique l’importance d’un responsable spécialisé dans la recherche ESG pour les clients.

9525865-Vladimir-Demine-Tile-with-play
 
Insight ESG  •  27 mars 2019

Investir de manière globale et responsable dans un monde en perpétuel changement  

William Lock
Laura Bottega explique comment certains facteurs mondiaux encouragent les entreprises à concilier bénéfices et critères ESG.

9525865-Laura-Bottega-Tile-with-play
 
Sustainability Insight  •  27 mars 2019

Being Principled, Without Sacrificing Return 

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

9525865-William-Lock-Tile-with-play
 
Global Fixed Income Insights  •  27 mars 2019

Beware Modern Monetary Theory: An Opinion on Risks 

Jim Caron
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.

9528895-Tile
 
Global Fixed Income Bulletin  •  20 mars 2019

Et maintenant ? 

Global Fixed Income Team
L’assouplissement des politiques des banques centrales, les relations sino-américaines et le Brexit ont soumis les marchés à d’importantes incertitudes. Et maintenant, où allons-nous ? Notre équipe obligataire mondiale livre son point de vue.

9515769_Web_Tile_v1
 
Market Outlook  •  19 mars 2019

On the Road Again: Fiscal Stimulus Around the World 

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

9549611_140x140-Watermark
 
Analyses macroéconomiques  •  19 mars 2019

Sur la route de nouveau : Les mesures de relance budgétaire dans le monde 

Andrew Harmstone
Les grands programmes d’infrastructure pourraient être la clé pour réduire le risque d’une récession mondiale et remettre l’économie « à nouveau sur la route ».

9520995-Insight-tile
 
Market Outlook  •  19 mars 2019

Applied Equity Advisors March 2019 Commentary  

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

aea-team
 
GLOBAL EQUITY OBSERVER  •  13 mars 2019

Lorsque le management devient « stratégique » 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Découvrez pourquoi un management qui devient « stratégique » est un signal d’alerte pour l’équipe Actions internationales.

9519702-Insight-tile
 
Media Appearance  •  11 mars 2019

Andrew Slimmon on CNBC "Power Lunch" 

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

9523102_Tile-with-play
 
Sustainability Insight  •  7 mars 2019

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox
The Global Opportunity Team shares its new annual report on ESG engagement activity.

GO-GlboalOpp-Tile
 
Investment Insight  •  28 févr. 2019

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

Kenneth Michlitsch
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  •  28 févr. 2019

GMA Viewpoint: Australia Housing Bubble Starting to Deflate  

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

GMA-Tile
 
Market Outlook  •  28 févr. 2019

Applied Equity Advisors February 2019 Commentary  

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

aea-team
 
Market Outlook  •  25 févr. 2019

Global Brands: A year in review and the year ahead 

Bruno Paulson
2019 is all about the earnings. Bruno Paulson discusses 2018 and why Global Brands’ defensive characteristics will continue to be needed this year.

393x348_Bruno_video
 
Analyses macroéconomiques  •  25 févr. 2019

Plaidoyer en faveur de portefeuilles agrégés d’obligations en euro (« euro aggregate ») 

Leon Grenyer, Richard Class
L'équipe de gestion obligataire partage les raisons pour lesquelles elle considère que les portefeuilles de taux en euro peuvent être mieux gérés par un seul gérant de portefeuille pour l’ensemble des actifs.

9501549-Tile
 
Macro Insight  •  21 févr. 2019

Global Balanced Risk Control Team Market Update 

Christian Goldsmith
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.

GBaR_team_Market_Update_tile
 
Global Fixed Income Bulletin  •  20 févr. 2019

Pourquoi l’année 2019 sera-t-elle différente ? 

Global Fixed Income Team
Janvier 2018 semblait prometteur, mais la suite s’est révélée décevante. Faut-il s’attendre à une tendance identique en 2019 ? Notre équipe de gestion obligataire, s'attend à un scénario différent.

9489075_Tile_v1
 
Investment Focus  •  20 févr. 2019

Secondaries v2.0: The Era of Transformation 

AIP Private Markets Team
What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.

9494850_Web_Tile_1_v1
 
Global Equity Observer  •  20 févr. 2019

Pas encore tirés d’affaire 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Janvier s’est accompagné de meilleures nouvelles, mais attention à ne pas s’écarter de la voie de la qualité, prévient Bruno Paulson, membre de l’équipe Actions internationales - nous ne sommes pas encore tirés d’affaire.

9486688-Tile
 
Global Equity Observer  •  20 févr. 2019

Not Out of the Woods Yet 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
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.

9486688-Tile
 
Market Outlook  •  19 févr. 2019

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

Christian Goldsmith, Andrew Harmstone
Cette vidèo contient un court résumé du dernier commentaire mensuel de Andrew Harmstone

9522841_GBaR-March-Review-393x348-CG
 
Analyses macroéconomiques  •  19 févr. 2019

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

Andrew Harmstone
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.

three-tipping-points
 
Global Multi-Asset Viewpoint  •  31 janv. 2019

Secular Outlook for Bond Yields: Structurally Higher 

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  •  25 janv. 2019

Morgan Stanley Capital Partners Completes Investment in Clarity Software Solutions 

Morgan Stanley Capital Partners
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  •  23 janv. 2019

4Q18 Review/Outlook: Global Fixed Income Opportunities 

Jim Caron
Jim Caron reviews the fourth quarter of 2018 and shares his outlook on how cash may be dethroned as king in 2019.

4Q18-GFIO-Outlook
 
Investment Insight  •  22 janv. 2019

Conducting Due Diligence on Alternative Risk Premia 

AIP Hedge Fund Team
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.

Alternative-Risk-Premia-tile
 
Global Fixed Income Bulletin  •  22 janv. 2019

Une nouvelle année pour les cœurs bien accrochés 

Global Fixed Income Team
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
 
CONSEIL DE DÉVELOPPEMENT DURABLE  •  15 janv. 2019

Présentation du Conseil de durable en matière de gestion d'actifs 

Morgan Stanley Investment Management, en partenariat avec le Morgan Stanley Institute for Sustainable Investing, a annoncé ce jour le lancement de l’Investment Management Sustainable Council, qui constitue une étape importante de son engagement sans faille en faveur de l’investissement durable.

esg-brochure
 
Global Equity Observer  •  15 janv. 2019

Les multiples sont en baisse, pas les risques 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
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.

9462649-insight-tile
 
Connecting the Dots  •  15 janv. 2019

Simhavalokana 2018 

Swanand Kelkar
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
 
Insight ESG  •  7 janv. 2019

Une approche ESG génératrice de rendement 

Sarah Harrison, Joseph Mehlman
Peut-on déployer une approche ESG dans un portefeuille obligataire sans sacrifier le rendement ? Pour notre équipe de Gestion obligataire, la réponse à cette question est un grand « OUI ».

yield-focused-esg-approach
 
Market Outlook  •  31 déc. 2018

Applied Equity Advisors January 2019 Commentary  

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

aea-team
 
Global Multi-Asset Viewpoint  •  31 déc. 2018

GMA Viewpoint: Key Investment Themes Into 2019 

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

GMA-Tile
 
Macro Insight  •  31 déc. 2018

Indian Equity: An All-Weather Asset Class 

Swanand Kelkar, Ruchir Sharma
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 Fixed Income Insights  •  28 déc. 2018

2019 Convertibles Outlook: It's All Relative 

Tom Wills
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.

9423377-MarketOutlook-Tile-sm
 
Press Release  •  20 déc. 2018

Vbrick Appoints Christian Rockwell as Chief Marketing Officer 

David N Miller, Pete Chung, Robert Bassman
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
 
Market Outlook  •  20 déc. 2018

2019 – To Neutral and Beyond? 

Global Liquidity Team
As we look ahead to the new year, the key question for liquidity investors is what is the Federal Reserve’s neutral rate. This inferred rate will likely determine the path of interest rates in 2019 and beyond, as the Fed shifts their policy towards managing around neutral.

neutral-and-beyond