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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  17 mai 2021  •  11:48 Min

Like Looking Through a Dirty Window: The Data Is Noisy and Unclear 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  14 mai 2021

Welcome to the Brave New World! 

Global Fixed Income Team
After rising significantly in March, U.S. Treasuries and most other developed market government bond yields fell measurably, despite solid, surprisingly strong economic data. The Global Fixed Income Team examines what these dynamics mean for fixed income investors.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  11 mai 2021  •  10:51 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  10 mai 2021  •  9:58 Min

There Is a Risk of Investor Complacency. Here’s How Bonds Can Help 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  10 mai 2021

The Problem is the P not the E 

Andrew Harmstone
US equities are expensive, but valuations do not yet appear extreme enough to qualify as a bubble, given strong earnings growth and current low interest rates. With ample fiscal support and liquidity, we see limited downside risk in the short term.

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market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  5 mai 2021  •  4:54 Min

Five Reasons To Be Bullish on the American Consumer 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines her five reasons to have confidence in the American consumer.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  3 mai 2021  •  8:30 Min

Strong Data Brings Inflation Risks – Should We Be Worried? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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real-assets Real Assets page
Media Appearance  •  3 mai 2021

Back to the Future With the Energy Transition 

Chris Ortega
The outlook for renewable energy infrastructure in the U.S. has never looked more promising. Morgan Stanley Infrastructure Partners’ Chris Ortega discusses the importance of investing to support the whole value chain of technologies that will facilitate the transition away from carbon-intensive energy systems.

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Insight Article  •  30 avr. 2021

The Search for Income: Income the Right Way 

Richard Perrott, Bruno Paulson
How can investors access reliable income in the current market environment? The International Equity Team explores.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  30 avr. 2021

Engage Spring 2021 

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

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  29 avr. 2021

La qualité est-elle (relativement) en solde ? 

Bruno Paulson
Nous avons des raisons de croire que la récente bulle des valeurs de croissance a atteint son point culminant et que le rebond des titres « value » touche à sa fin. De notre point de vue, cela constitue une excellente opportunité d’investissement dans les « capitaliseurs de qualité ». Bruno Paulson se penche sur le sujet.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  29 avr. 2021

A Strong Recovery in the Economy is Still Falling Short of Fed Objectives 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  28 avr. 2021  •  9:54 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  26 avr. 2021  •  7:56 Min

The Policy Clash Point? Worries of an Easy Fed Transitioning to Future Tightening may be Premature 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Fixed Income Bulletin  •  23 avr. 2021

The More Things Change, the More they Stay the Same 

Global Fixed Income Team
Vaccination numbers are far better than anticipated, but, given market pricing and expectations, the strategy implications remain unchanged. GFIO Team explores.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
ENGAGEMENT REPORT  •  20 avr. 2021

ESG Progress and Outlook - 2021 Report 

Global Emerging Markets Team
The team shares their progress on ESG engagement in 2020, how they actively promoted better corporate behaviour, and their 2021 engagement priorities.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  19 avr. 2021  •  9:16 Min

Twin Peaks: After Growth and Fiscal Spending Plateau, What Comes Next? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  15 avr. 2021

Developed Markets Leading the Charge 

Andrew Harmstone
Rapid vaccine rollouts, combined with stimulative policy, have made Developed Markets and particularly the US, leaders of the global recovery. Yet there are reasons to be cautious, as record levels of equity issuance and inflows create a tug-of-war.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  14 avr. 2021

Market-Expected Return on Investment 

Michael Mauboussin, Dan Callahan
This report describes market-expected return on investment (MEROI), which measures the return at which the present value of a company’s profits equals the present value of its investments. This allows executives and investors to see how high the bar is set. Measuring returns has become harder as investments have shifted from being mostly tangible to intangible. We gain a clearer view of returns and expectations by separating expenses and investments properly. We break new ground by connecting valuation and accounting.

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fixed-income Fixed Income page
Insight Article  •  12 avr. 2021

What a difference a year makes: High yield opportunities in 2021 

Richard Lindquist, Jack Cimarosa
Amid improving economic data, declining defaults, and the relatively low level of nominal and real yields the Global High Yield Team explains why they believe high yield bonds remain one of the most appealing investment options available across Fixed Income.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  12 avr. 2021  •  10:53 Min

Inflation Rising Sharply but Is it Anchored or De-anchored? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  7 avr. 2021

Brazil: Populism versus Commodities  

Ruchir Sharma
Will doubts about economic reform prevent Brazil from capitalizing on the nascent revival of commodity prices in emerging markets? Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, discusses.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  31 mars 2021

ESG in Sovereign Fixed Income Investing: Identifying Opportunities, Correcting Biases 

Soledad Lopez, Navindu Katugampola, Barbara Calvi
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.

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global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  31 mars 2021

Will the Bond Bear Kill the Equity Bull? 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Will the Bond Bear Kill the Equity Bull?"

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31 mars 2021

Pourquoi les grandes marques prospèrent-elles à l’ère du numérique 

Nic Sochovsky
Avec internet, les grandes et les petites marques ne se retrouvent-elles pas sur un pied d’égalité ? Nic Sochovsky, de l’équipe International Equity, revient sur les raisons pour lesquelles les grandes marques continuent de prospérer à l’ère du numérique.

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active-fundamental-equity Active Fundamental Equity page
Insight Video  •  30 mars 2021

Meet The Managers: In search of high quality compounders 

Nic Sochovsky
Nic Sochovsky, Portfolio Manager of the International Equity team, shares his views on what is high quality and where the team finds high quality companies. He also talks about the ESG process in the MS INVF Global Sustain Fund and its outlook and current positioning.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  30 mars 2021  •  8:42 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  29 mars 2021  •  6:21 Min

After the U.S. in Q1, Where Is the Next Big Growth Surprise? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  25 mars 2021

Why Emerging Markets Leaders Now? 

Vishal Gupta
Investors seeking a risk-managed approach to emerging markets growth should consider Emerging Markets Leaders their guide, says Portfolio Manager, Vishal Gupta.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  22 mars 2021

Have We Reached ‘‘Peak Surprise” for 2021? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  21 mars 2021

ESG Investing: Living in a Material World 

Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results? As Leslie Delany of the Applied Equity Advisors team explains, the answer is a resounding yes. The key is materiality.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  19 mars 2021

In the Search for Yield, Alternative Lending Delivers 

Kenneth Michlitsch
Consumer borrowers demonstrated fundamental resilience in 2020, which validated fintech-driven alternative lending’s long-term value proposition in our view.

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path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  18 mars 2021

Markets jitter, but economy on track 

Andrew Harmstone
The prospect of inflation, rising interest rates and investor exuberance are making markets jittery. Yet economic recovery appears to be on track. Andrew Harmstone and his team discuss what this means for their portfolios.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  18 mars 2021

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
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  17 mars 2021

Equity Market Commentary - March 2021 

Andrew Slimmon
In his March TAKE, Andrew Slimmon addresses three timely questions that currently puzzle investors about opportunities in the equity market and potential ways to put additional funds to work.

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sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  17 mars 2021

Investing Wisely By Avoiding Permanent Destruction of Capital 

Jill Ytuarte
Jill Ytuarte breaks down what the International Equity Team believes is their chief responsibility to clients.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  16 mars 2021  •  10:22 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Global Fixed Income Bulletin  •  15 mars 2021

A Tantrum, or the Return to Fair Value? 

Global Fixed Income Team
It’s all about the economy. According to the Global Fixed Income Team, the outlook for fixed income, more than ever, is about the trajectory of the economy and policymakers’ attitude towards it.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  15 mars 2021  •  7:05 Min

The Fed: Waiting For (the) Go-Dot 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  12 mars 2021

"Undiscovered" Secondary Markets 

Jarrod Quigley
Secondary markets for hedge funds and private credit may not be well known to investors, but they can offer compelling returns and important risk mitigation benefits.

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sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  10 mars 2021

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.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  9 mars 2021

Why the Housing Boom Has Legs 

Ruchir Sharma
The pandemic has been full of surprises for global markets, none more unexpected than the housing boom. Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explores.

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carons-corner fixed-income Fixed Income audio
Market Pulse  •  8 mars 2021  •  7:24 Min

Bond Yields Are Actually Low, Not High 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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real-assets Real Assets pdf
Media Appearance  •  7 mars 2021

Crain's Notable Women on Wall Street 

Morgan Stanley Real Estate Investing
Cindy Dishmey, head of Data Strategy for Investment Management’s Global Real Assets group, named in Crain’s 2021 Notable Women on Wall Street list.

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sustainable-investing active-fundamental-equity Active Fundamental Equity video
Sustainable Investing  •  3 mars 2021

Being Principled, Without Sacrificing Return 

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

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  2 mars 2021  •  16:47 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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real-assets Real Assets page
Media Appearance  •  1 mars 2021

The Future Is Digital 

Yacine Saidji, John Watson
Digital infrastructure has earned its stripes as an essential service during the pandemic. That will have significant implications for the future of the asset class, say Morgan Stanley Infrastructure Partners’ Yacine Saidji and John Watson

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Caron’s Corner  •  1 mars 2021  •  8:53 Min

There’s a Thin Line Between Easy and Tight Policy 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  25 févr. 2021

The Material Risk Indicator: A proprietary framework for assessing ESG risks and opportunities 

Vladimir Demine, Nathan Wong
How to record ESG company risks and opportunities in a consistent and comparable way? The International Equity Team explains the Material Risk Indicator.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  24 févr. 2021

Equity Market Commentary - February 2021 

Andrew Slimmon
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  24 févr. 2021

L’engagement instantané 

Bruno Paulson, Laura Bottega
Bruno Paulson, présent depuis plus de 20 ans auprès des équipes de direction et des conseils d’administration, explique pourquoi l’équipe International Equity privilégie un engagement significatif à long terme plutôt qu’une approche superficielle.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  24 févr. 2021

Assess, Engage, Perform: The Value of ESG Integration within High Yield 

Sarah Harrison, Navindu Katugampola, Barbara Calvi
Integrating ESG considerations into the high yield market presents both challenges and opportunities for investors. The Global Fixed Income team provides tangible examples of how their ever-evolving ESG framework has helped contribute to both alpha generation and risk mitigation in the last year.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  22 févr. 2021  •  10:22 Min

Clearing Initial Hurdles on the Track to Recovery 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  20 févr. 2021

What’s in Store for Real Rates in the U.S.? 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “What’s in Store for Real Rates in the U.S.?"

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sustainable-investing path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  16 févr. 2021

Socially Divided 

Andrew Harmstone
The struggles of workers during the COVID-19 pandemic have brought into sharp focus long-standing social issues that affect every sector of the economy. The Global Balanced Risk Control Team looks at the investment implications.

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carons-corner fixed-income Fixed Income audio
Caron’s Corner  •  16 févr. 2021  •  8:04 Min

Rising Yields v Sustainable Growth: What Tips the Scales? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
Convergence  •  16 févr. 2021

Culture Quant Framework 

Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.

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Global Fixed Income Bulletin  •  15 févr. 2021

Alea iacta est ('the die is cast') 

Global Fixed Income Team
We want to own those areas that can withstand further macro/virus volatility and higher yields but have enough yield/spread to offer reasonable 2021 returns.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  12 févr. 2021

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.

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Insight audio  •  12 févr. 2021  •  6:31 Min

Emerging Market Allocation: How Much to Own? 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, reviews three key approaches to answer the most popular question her team gets asked – "How much should we invest in EM?"

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active-fundamental-equity Active Fundamental Equity audio
Insight audio  •  12 févr. 2021  •  5:43 Min

Why We Believe Emerging Markets Are Poised for a Comeback 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines four trends she believes will lead to an EM comeback in the next five to ten years.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  10 févr. 2021

The Rise of Hedge Fund Co-Investments 

Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  9 févr. 2021

Why Crypto Is Coming Out of the Shadows 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  9 févr. 2021

All we are saying is give EAFE a chance 

Bruno Paulson
Bruno Paulson suggests reasons to believe it may be possible for EAFE to “out-earn” the U.S. in 2021 and beyond.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  8 févr. 2021

Emerging Market Allocations: How Much to Own? 

Global Emerging Markets Team
The Global Emerging Markets Team argues that most investors own far less in EM than logical allocation models recommend, and are poised to miss an EM comeback.

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Caron’s Corner  •  8 févr. 2021  •  9:04 Min

Some Like it Hotter: The Inflation Debate Between Janet Yellen and Larry Summers 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  4 févr. 2021

A Low Carbon Tilt to Global Multi-Asset Investing  

Andrew Harmstone, Li Zhang, Christian Goldsmith
Not many multi-asset funds can say they invest with an eye toward the Paris Agreement’s objective of limiting global warming to 1.5° C. But the Global Balanced Sustainable Fund does just that.

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Insight Article  •  1 févr. 2021

Press Release to the Announcement pursuant to Section 14 para. 3 sentence 1 no. 2 of the German Securities Acquisition and Takeover Act (Wertpapiererwerbs- und Übernahmegesetz – WpÜG)  

As of today, the offer document for the voluntary public takeover offer (cash offer) of Kublai GmbH, Frankfurt am Main, Germany, an affiliate of funds managed and advised by Morgan Stanley Infrastructure Inc., to the shareholders of Tele Columbus AG, Berlin, Germany, for the acquisition of their registered no-par-value shares in Tele Columbus AG (ISIN DE000TCAG172) as well as its non-binding English convenience translation are available for distribution free of charge at BNP Paribas Securities Services S.C.A., Frankfurt Branch, Europa-Allee 12, 60327 Frankfurt am Main, Germany.

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Market Alert  •  1 févr. 2021  •  5:01 Min

Market Alert with Andrew Slimmon: Volatile Markets Can Create Opportunities. Have a Plan. 

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.

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Caron’s Corner  •  1 févr. 2021  •  7:11 Min

Despite Some Volatility, We Are Sticking With Our Reflation Thesis 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Global Equity Observer  •  31 janv. 2021

Éviter de perdre de l'argent sur les marchés actions 

Bruno Paulson
Les valeurs de capitalisation ont les reins solides quand les temps sont durs : fortes de recettes récurrentes et d’un pouvoir de fixation des prix, elles peuvent préserver leur chiffre d’affaires et défendre leurs marges. Notre équipe International Equity vous explique pourquoi.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  26 janv. 2021

Promising Signs for Securitized Products 

Gregory Finck
The impacts of COVID-19 on risk and performance across securitized sectors have varied significantly. Yet, the Securitized Fixed Income team believes the market has reasonably adjusted credit spreads to reflect current risk profiles making a promising outlook for securitized assets in 2021.

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Caron’s Corner  •  25 janv. 2021

The Market Expects a Q2 Boom; The Virus Might Think Otherwise 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  20 janv. 2021

Seeking Value in European High Yield 

Sarah Harrison, Shane McNamara
A closer look at the European High Yield sector reveals an improvement in quality over the long-term. Read why the Global Fixed Income team believes there is a compelling case to be made for investing in this sector in 2021.

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2021-outlooks real-assets Real Assets page
2021 Outlooks  •  19 janv. 2021

2021 Global Real Estate Outlook: Recovery, Re-Pricing and Reflationary Fundamentals 

Morgan Stanley Real Estate Investing
The uneven nature of the depth and timing of the expected economic recovery means more differentiated real estate investing opportunities. Morgan Stanley Real Assets Investing provide investors with an insight into what the new real estate cycle being ushered in may bring.

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Caron’s Corner  •  19 janv. 2021  •  7:06 Min

The Biden Stimulus Package Takes Center Stage  

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Insight Article  •  15 janv. 2021

Market Timing in Private Investments 

Portfolio Solutions Group
In this paper, the PSG Team analyzes whether GPs have been able time the market and increase investments in favorable years. The team concludes that GPs have not historically taken advantage of market timing and thus investors should increase their commitments in order to obtain the desired exposure to investments at favorable valuations.

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Global Multi-Asset Viewpoint  •  15 janv. 2021

Emerging Markets: Poised for a Multi-Year Upcycle 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Emerging Markets: Poised for a Multi-Year Upcycle"

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Global Fixed Income Bulletin  •  15 janv. 2021

Everything’s Changed… Nothing’s Changed: Extraordinary Returns in an Extraordinary Year 

Global Fixed Income Team
Our Global Fixed Income team discuss an extraordinary 2020 and argue that monetary and fiscal policy will play a critical role in asset performance in 2021.

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2021-outlooks tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Chroniques des pays émergents  •  12 janv. 2021

Les dix tendances dominantes pour 2021 

Ruchir Sharma
Ruchir Sharma, stratégiste mondial en chef et responsable des marchés émergents, dévoile les dix grandes tendances qui marqueront l’année 2021

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2021-outlooks active-fundamental-equity Active Fundamental Equity video
2021 Outlooks  •  12 janv. 2021

Perspectives de marché 2021 en 60 secondes: Ruchir Sharma - Emerging Markets Equity Team 

Ruchir Sharma
Ruchir Sharma, stratégiste mondial en chef et responsable des marchés émergents, dévoile les dix grandes tendances qui marqueront l’année 2021.

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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  11 janv. 2021

Today’s Hedge Funds: Solutions to a 60/40 Problem 

Mark van der Zwan
With risk markets near historical highs and rates near zero, return expectations for traditional 60% equity /40% bond (60/40) portfolios are at the lowest level they’ve been in more than ten years. Against this backdrop, we see renewed interest in hedge funds, particularly in strategies that have evolved to complement 60/40 risk in very specific ways. Four strategies worth highlighting are high active risk, opportunistic investments, alternative yield and risk mitigation.

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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  11 janv. 2021

Now It Gets Tougher 

Andrew Slimmon
Though we expect 2021 to be an overall good year for equities, we should anticipate a tougher road ahead, with a lot more volatility. Hear more from Andrew Slimmon, Head of our Applied Equity Advisors Team.

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Caron’s Corner  •  11 janv. 2021  •  7:35 Min

How High Can Yields Rise Before it Spells Trouble? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

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Market Pulse  •  11 janv. 2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2021 Outlooks  •  11 janv. 2021

2021 60 Second Market Outlook: Andrew Slimmon - Applied Equity Advisors Team 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, provides a 60 second overview of why he believes that 2021 will be an overall good year for equities, but we should anticipate a tougher road ahead, with a lot more volatility.

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Perspectives de marché 2021  •  10 janv. 2021

Les incertitudes se dissipent 

Andrew Harmstone
L'incertitude économique engendrée par la COVID-19 et la politique américaine se dissipe. Notre équipe Global Balanced Risk Control évoque plusieurs catalyseurs probables de la croissance en 2021 et leur impact sur le positionnement du portefeuille.

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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2021 Outlooks  •  10 janv. 2021

Perspectives de marché 2021 en 60 secondes: Andrew Harmstone - Global Balanced Risk Control Team 

Andrew Harmstone
L'incertitude économique engendrée par la COVID-19 et la politique américaine se dissipe. Notre équipe Global Balanced Risk Control évoque plusieurs catalyseurs probables de la croissance en 2021 et leur impact sur le positionnement du portefeuille.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  5 janv. 2021

2021 Credit Outlook: Buy the Vaccine Reflation, Sell Expectations of a Policy Reversal 

Global Fixed Income Team
The Global Credit team believes the global economy is primed for a strong 2021 with Central Banks happy to run easy policy even when inflation starts to rise, politicians committed to growth policies and corporates focused on investment to take advantage of the fiscal drive and low cost of debt.

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2021-outlooks fixed-income Fixed Income video
2021 Outlooks  •  5 janv. 2021

2021 60 Second Market Outlook: Global Credit 

Richard Ford
Richard Ford, Portfolio Manager, Global Head of Credit, provides a 60 second overview of why the team believes that the global economy is primed for a strong 2021.

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fixed-income Fixed Income page
Webinar  •  5 janv. 2021

Webinar: The Case for Investing in Euro Short Duration Fixed Income 

Richard Class
Richard Class, portfolio manager on the Global Fixed Income team talks about the rule of Short Duration Fixed Income Funds against the backdrop of low-interest rate environment.

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2021-outlooks fixed-income Fixed Income page
Perspectives de marché 2021  •  4 janv. 2021

Encaisser et rebondir : les obligations convertibles s’imposent en 2021 

Tom Wills
2020 restera dans les annales comme une année terrible, mais en tant qu’investisseur, il faut toujours rester à l'affut des opportunités créées par les grands événements. Tom Wills, Gérant de portefeuille en chef pour les obligations convertibles, nous explique pourquoi ces titres ont réussi à tirer leur épingle du jeu malgré le contexte très défavorable de 2020.

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sustainable-investing 2021-outlooks fixed-income Fixed Income page
2021 OUTLOOKS  •  4 janv. 2021

Un avenir durable ? 5 thèmes d’investissement durable qui définiront l’année 2021 

Navindu Katugampola, Barbara Calvi
Le thème de la durabilité a fait un retour remarqué dans l’esprit des investisseurs et des émetteurs en 2020. L’équipe Sustainable Fixed Income met en évidence cinq grands axes d’investissement durable qui marqueront l’univers obligataire au cours de l’année à venir.

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