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market-pulse
fixed-income
Fixed Income
page
|
MarketPulse
• 12 févr. 2020
|
Jim Caron
What will be the long-term impact of the Coronavirus on the global economy? Jim Caron thinks it all depends on the shape of the eventual recovery.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Investment Insight
• 11 févr. 2020
|
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.
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active-fundamental-equity
Active Fundamental Equity
page
|
2020 OUTLOOK
• 10 févr. 2020
|
Jitania Kandhari, Ben Rozin
If "fear of missing out" has propelled the U.S. stock market over others, what can investors expect from the early years of the 2020s and the decade to come? The Active International Allocation team outlines their five key investment expectations.
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private-credit-and-equity
Private Credit & Equity
page
|
Press Release
• 5 févr. 2020
|
James Howland,
Aaron Sack,
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 recently that they have completed an investment in World 50, Inc., a leading provider of private peer communities. MSCP partnered with the current management, led by CEO David Wilkie, who will remain CEO and continue to drive organic growth and acquisitions during the investment.
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solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 3 févr. 2020
|
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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active-fundamental-equity
Active Fundamental Equity
page
|
Sustainability Insight
• 31 janv. 2020
|
Global Emerging Markets Team
The Global Emerging Markets Team demonstrate how monitoring progress on ESG issues – through engagement with companies’ management teams – helps them build a more complete picture of the growth opportunities and risks in their portfolio.
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fixed-income
Fixed Income
video
|
MARKET OUTLOOK
• 30 janv. 2020
|
Jim Caron
We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.
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2020-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
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2020 OUTLOOK
• 24 janv. 2020
|
Andrew Harmstone
La croissance économique mondiale semble suffisamment solide pour éviter une récession, mais encore assez modérée pour inciter des gouvernements à la relance budgétaire. En ce début d’année 2020, nous identifions les meilleurs potentiels de performance comme étant en dehors des sentiers battus.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 15 janv. 2020
|
Global Fixed Income Team
With a remarkable end to 2019, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2020.
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page
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Article
• 14 janv. 2020
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Real Assets Research and Investing Team
While the global property market will continue to produce a robust flow of investment opportunities in 2020, the dispersion between countries, markets, sectors and asset types will likely require investors to deploy capital more thoughtfully.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 12 janv. 2020
|
Jim Caron
Data is getting better, but bond yields are not following. What's going on here? Jim Caron explains.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Investment Insight
• 7 janv. 2020
|
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.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Investment Insight
• 7 janv. 2020
|
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.
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2020-outlooks
solutions-and-multi-asset
Solutions & Multi-Asset
page
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2020 OUTLOOK
• 2 janv. 2020
|
Mark van der Zwan
Même si les perspectives des actions et des obligations sont peu prometteuses, c’est précisément dans ce type de contexte que les hedge funds peuvent tirer leur épingle du jeu. Symbole de la forme la plus libre de la gestion active, les hedge funds ont pour objectif d’exploiter au maximum les opportunités d’investissement en appliquant des moyens qui sont inaccessibles aux stratégies passives et actives long-only.
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active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 31 déc. 2019
|
William Lock,
Bruno Paulson
Comment un biais en faveur des titres de qualité aide les investisseurs à se tenir à l’écart de la récession et de l’inflation.
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sustainable-investing
fixed-income
Fixed Income
page
|
Sustainability Insight
• 31 déc. 2019
|
Joseph Mehlman, Sarah Harrison, Stella Ma
Can investors incorporate ESG into their portfolios without giving up yield? The Global Fixed Income Team believes the answer is a resounding yes.
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solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 31 déc. 2019
|
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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real-assets
Real Assets
page
|
Press Release
• 19 déc. 2019
|
Morgan Stanley Infrastructure Partners
Morgan Stanley Infrastructure Partners, the private infrastructure investment team within Morgan Stanley Investment Management, today announced that it has raised $5.5 billion for North Haven Infrastructure Partners III, six months after the fund’s first close on June 19, 2019.
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2020-outlooks
fixed-income
Fixed Income
page
|
2020 Outlook
• 18 déc. 2019
|
Global Fixed Income Team
Marchés du crédit : 2019, une année de conte de fée. La magie peut-elle encore opérer en 2020 ? L’équipe de gestion des obligations mondiales livre ses perspectives pour 2020, une année placée sous le signe des opportunités pour les gérants actifs.
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2020-outlooks
fixed-income
Fixed Income
page
|
2020 Outlook
• 18 déc. 2019
|
Sahil Tandon,
Warren Mar,
Eric Baurmeister
Quels seront les déterminants de la dette émergente l’an prochain ? L’équipe obligataire mondiale détaille son opinion et ses perspectives pour 2020
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 18 déc. 2019
|
Jim Caron
On December 15 the U.S. and China stopped the “rock throwing” as no new tariffs were announced by either of the antagonists. And while there is no official deal in place, this “truce” is clearly a good first step, as outlined by Jim Caron.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 13 déc. 2019
|
Jim Caron
After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.
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2020-outlooks
real-assets
Real Assets
page
|
2020 OUTLOOK
• 9 déc. 2019
|
Global Listed Real Assets Team
A variety of economic and structural tailwinds helped spur global listed infrastructure’s strong 2019 performance. The Global Listed Real Assets team takes a sector-based approach in examining those trends in 2020.
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2020-outlooks
fixed-income
Fixed Income
page
|
2020 Outlook
• 8 déc. 2019
|
Jim Caron
En 2019, les banques centrales ont réduit leurs taux de façon agressive ce qui a eu pour conséquence de comprimer un peu plus les rendements obligataires. Ces mesures ont été prises afin d’éviter une récession (qui ne s’est finalement jamais produite). Nous pensons que les opportunités d'investissement en 2020 résident dans les secteurs cycliques et moins sensibles aux taux d’intérêt. Ces actifs sont de bons candidats à une reprise de leurs valorisations.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Market Outlook
• 5 déc. 2019
|
Andrew Slimmon
In his December commentary Andrew Slimmon talks about staying in the moment and focusing on “where we are NOW,” not where we might be six months or a year from now.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Investment Insight
• 4 déc. 2019
|
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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solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 4 déc. 2019
|
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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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Investment Insight
• 2 déc. 2019
|
Kenneth Michlitsch
Against a backdrop of low interest rates and tight corporate credit spreads, investors struggle to find sufficient yield from traditional fixed income. Fintech-driven alternative lending is a nascent, consumer-focused private credit asset class that potentially offers yield pick-up, as well as duration and diversification benefits.
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active-fundamental-equity
Active Fundamental Equity
page
|
Insight ESG
• 30 nov. 2019
|
Vladimir Demine,
Nic Sochovsky
L'utilisation d'emballage en plastique a augmenté de façon exponentielle au cours des 50 dernières années. Nous analysons la façon dont les entreprises de biens de grande consommation luttent contre ce problème critique, et l’impact potentiel sur les coûts d’exploitation et les profits.
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global-fixed-income-bulletin
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 30 nov. 2019
|
Global Fixed Income Team
December’s unequal, even seemingly random, bond market performance reinforces our thesis that there are few themes that investors can latch onto.
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2020-outlooks
active-fundamental-equity
Active Fundamental Equity
page
|
2020 Outlook
• 30 nov. 2019
|
Ruchir Sharma
Nos perspectives pour 2020 ne sont ni optimistes ni pessimistes, mais simplement réalistes. Nous entrevoyons les 4D - Dépopulation, Diminution de la productivité, Dé-mondialisation et Dette massive - ralentir la croissance mondiale en 2020.
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2020-outlooks
active-fundamental-equity
Active Fundamental Equity
page
|
2020 Outlook
• 30 nov. 2019
|
Matthew Leeman
Investir dans les actions européennes a parfois donné l’impression de nager à contre-courant. Des opportunités existent en 2020 pour ceux qui sont disposés à les chercher. Parce que les courants s’inversent.
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sustainable-investing
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
GLOBAL EQUITY OBSERVER
• 29 nov. 2019
|
Vladimir Demine,
William Lock,
Bruno Paulson
Investir dans des entreprises dotées de bonnes pratiques ESG revient-il à investir dans de meilleures entreprises ?
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active-fundamental-equity
Active Fundamental Equity
video
|
Macro Insight
• 28 nov. 2019
|
Omair Ansari
Why Invest in Emerging Markets Small Caps?
With little sell side coverage and so many growing companies, the small cap space offers high information inefficiencies with less volatility at an attractive price. And we believe their time is now.
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fixed-income
Fixed Income
page
|
Market Pulse
• 27 nov. 2019
|
Jim Caron
In our view, 2019 was a mid-cycle reset where the Fed cut rates three times, capital expenditure bottomed out and global GDP slowed. The bad news is that yields are low and investors are long on duration, a big risk given that the Fed will likely stay on the sidelines and not lower rates in 2020.
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fixed-income
Fixed Income
page
|
Market Pulse
• 19 nov. 2019
|
Jim Caron
This time last year the market projected the economy was headed into a recession, and the Fed engaged in a policy mistake by planning to hike rates above 3.00%. Instead, what we realized was 75bps of rate cuts along with cuts from global central banks and a restart of quantitative easing (QE).
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fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 18 nov. 2019
|
Global Fixed Income Team
Octobre a beaucoup ressemblé à septembre. Mais, l’équipe de gestion obligataire pense désormais que les marchés obligataires sont à la croisée des chemins : les données s’amélioreront grâce à la réduction des risques géopolitiques ou nous renouerons avec les craintes de guerre commerciale et la détérioration des fondamentaux économiques.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainability Insight
• 14 nov. 2019
|
Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results and improved stock price performance? In our mind, the answer is a resounding yes. The key is materiality.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Market Outlook
• 14 nov. 2019
|
Andrew Slimmon
In his latest commentary Andrew Slimmon notes that the S&P 500 has finally broken out of its year-and-a-half trading range, and could end the year near 3200.
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solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 13 nov. 2019
|
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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|
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active-fundamental-equity
Active Fundamental Equity
page
|
Analyse d’investissement
• 8 nov. 2019
|
Laura Bottega
Selon nous, en matière d'investissement, la « formule » du succès se compose de deux éléments clés : le pouvoir de fixation des prix et des revenus récurrents.
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fixed-income
Fixed Income
page
|
Analyses macroéconomiques
• 7 nov. 2019
|
Jim Caron
Les obligations jouent un rôle particulier dans la gestion du risque, car elles sont généralement moins risquées, plus liquides et moins volatiles. Nous continuons de penser que c’est toujours globalement le cas, mais il y a un hic. Les stratégies obligataires traditionnelles peuvent être moins efficaces dans un rôle de couverture et également posséder un potentiel haussier moins important que dans un contexte de rendements plus élevés.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 31 oct. 2019
|
William Lock,
Dirk Hoffmann-Becking,
Bruno Paulson
Pourquoi le pouvoir de fixation des prix est-il important. L’équipe Actions internationales explique en quoi il constitue une caractéristique clé des « capitaliseurs » de qualité.
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solutions-and-multi-asset
Solutions & Multi-Asset
video
|
Macro Insight
• 30 oct. 2019
|
Andrew Harmstone,
Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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|
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active-fundamental-equity
Active Fundamental Equity
page
|
Analyse d’investissement
• 25 oct. 2019
|
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.
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solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 25 oct. 2019
|
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.
|
|
|
|
fixed-income
Fixed Income
video
|
Market Outlook
• 22 oct. 2019
|
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.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Sustainability Insight
• 22 oct. 2019
|
International Equity Team
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
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fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 17 oct. 2019
|
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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solutions-and-multi-asset
Solutions & Multi-Asset
video
|
Macro Insight
• 14 oct. 2019
|
Andrew Harmstone,
Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
|
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|
|
fixed-income
Fixed Income
page
|
Sustainability Insight
• 10 oct. 2019
|
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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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Analyses macroéconomiques
• 8 oct. 2019
|
Andrew Harmstone
D’éblouissantes performances financières font d’excellents titres dans les journaux,─, tout comme de spectaculaires krachs financiers. Mais rares sont les articles sur les fonds qui excellent dans le contrôle de la volatilité, tout en offrant des performances solides et compétitives. Pourtant, la gestion de la volatilité est essentielle pour survivre à une sévère correction des marchés.
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active-fundamental-equity
Active Fundamental Equity
video
|
Macro Insight
• 3 oct. 2019
|
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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|
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active-fundamental-equity
Active Fundamental Equity
video
|
Macro Insight
• 3 oct. 2019
|
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.
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active-fundamental-equity
Active Fundamental Equity
video
|
Macro Insight
• 3 oct. 2019
|
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.
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Macro Insight
• 30 sept. 2019
|
Cyril Moulle-Berteaux,
Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value Stocks: Once In A Decade Opportunity.”
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Analyses macroéconomiques
• 30 sept. 2019
|
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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active-fundamental-equity
Active Fundamental Equity
page
|
GLOBAL EQUITY OBSERVER
• 30 sept. 2019
|
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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active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 27 sept. 2019
|
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
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Market Outlook
• 25 sept. 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.
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|
|
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 20 sept. 2019
|
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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|
fixed-income
Fixed Income
page
|
Global Fixed Income Insights
• 18 sept. 2019
|
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.
|
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|
fixed-income
Fixed Income
page
|
Market Pulse
• 16 sept. 2019
|
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.
|
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|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight ESG
• 16 sept. 2019
|
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.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Investment Insight
• 11 sept. 2019
|
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.
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
Insight ESG
• 10 sept. 2019
|
International Equity Team
Dans le magazine Global Sustain, Vladimir Demine vous invite à dialoguer avec l’équipe de gestion Actions internationales sur ses perspectives relatives à la gestion ESG.
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active-fundamental-equity
Active Fundamental Equity
page
|
Insight ESG
• 9 sept. 2019
|
Bruno Paulson
Bruno Paulson explique comment l’évolution réglementaire et technologique a accru l’importance des problématiques environnementales et sociales.
|
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|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight ESG
• 5 sept. 2019
|
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).
|
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|
|
solutions-and-multi-asset
Solutions & Multi-Asset
video
|
Macro Insight
• 4 sept. 2019
|
Andrew Harmstone,
Manfred Hui
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
|
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|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight ESG
• 4 sept. 2019
|
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.
|
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active-fundamental-equity
Active Fundamental Equity
page
|
Insight ESG
• 3 sept. 2019
|
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.
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liquidity
Liquidity
video
|
Macro Insight
• 3 sept. 2019
|
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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active-fundamental-equity
Active Fundamental Equity
page
|
Insight ESG
• 2 sept. 2019
|
Alex Gabriele
Vladimir Demine explique comment certaines pratiques de rémunération, notamment les ajustements de bénéfices, constituent des signaux d’alerte.
|
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global-multi-asset-viewpoint
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 31 août 2019
|
Cyril Moulle-Berteaux,
Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Gold Bull Market to Continue.”
|
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|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight ESG
• 29 août 2019
|
Laura Bottega
Que signifie une problématique « importante » ? Laura Bottega aborde les différents facteurs susceptibles d’influencer la durabilité des performances.
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active-fundamental-equity
Active Fundamental Equity
page
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Insight ESG
• 28 août 2019
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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.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Analyses macroéconomiques
• 27 août 2019
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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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active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 23 août 2019
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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.
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fixed-income
Fixed Income
page
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Market Pulse
• 21 août 2019
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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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fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 19 août 2019
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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.
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fixed-income
Fixed Income
video
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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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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Macro Insight
• 5 août 2019
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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.
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fixed-income
Fixed Income
page
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Market Pulse
• 1 août 2019
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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.
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private-credit-and-equity
Private Credit & Equity
page
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Press Release
• 30 juil. 2019
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Chin Chou,
David N Miller
SAFE Fertility Centre Co., Ltd announced that North Haven Thai Private Equity L.P., a fund managed by Morgan Stanley, has invested an undisclosed amount in the Company for a minority stake.
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active-fundamental-equity
Active Fundamental Equity
page
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Macro Insight
• 26 juil. 2019
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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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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Macro Insight
• 25 juil. 2019
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Portfolio Solutions Group
Should you be considering markets outside of the U.S.? Our professionals review the opportunities and challenges of international diversification.
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fixed-income
Fixed Income
page
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Market Pulse
• 25 juil. 2019
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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.
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private-credit-and-equity
Private Credit & Equity
page
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Press Release
• 24 juil. 2019
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Aaron Sack,
David N Miller,
Adam Shaw
CoAdvantage, one of the nation’s top privately held professional employer organizations (PEO) and a leading national provider of strategic human resource (HR) solutions for small to mid-sized companies, announced today a definitive agreement to be acquired by Aquiline Capital Partners, a private equity firm investing in financial services and technology. CoAdvantage is being acquired from investment funds managed by Morgan Stanley Capital Partners (MSCP), which have owned the company since 2015.
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private-credit-and-equity
Private Credit & Equity
page
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Press Release
• 23 juil. 2019
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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.
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fixed-income
Fixed Income
video
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Market Outlook
• 19 juil. 2019
|
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.
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active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 19 juil. 2019
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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.
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solutions-and-multi-asset
Solutions & Multi-Asset
video
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Macro Insight
• 18 juil. 2019
|
Andrew Harmstone,
Christian Goldsmith
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Analyses macroéconomiques
• 18 juil. 2019
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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.
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fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 17 juil. 2019
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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.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Market Outlook
• 16 juil. 2019
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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.
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fixed-income
Fixed Income
page
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Global Fixed Income Insights
• 12 juil. 2019
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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.
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fixed-income
Fixed Income
page
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Market Pulse
• 11 juil. 2019
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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.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Market Outlook
• 9 juil. 2019
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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.
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private-credit-and-equity
Private Credit & Equity
page
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Press Release
• 8 juil. 2019
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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.
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active-fundamental-equity
Active Fundamental Equity
pdf
|
Connecting the Dots
• 1 juil. 2019
|
Global Emerging Markets Team
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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fixed-income
Fixed Income
page
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Market Pulse
• 1 juil. 2019
|
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.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Global Multi-Asset Viewpoint
• 30 juin 2019
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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 ".
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active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 25 juin 2019
|
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.
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fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 25 juin 2019
|
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.
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fixed-income
Fixed Income
page
|
Market Pulse
• 24 juin 2019
|
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.
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private-credit-and-equity
Private Credit & Equity
page
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Press Release
• 18 juin 2019
|
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.
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fixed-income
Fixed Income
page
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Market Pulse
• 18 juin 2019
|
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.
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private-credit-and-equity
Private Credit & Equity
page
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Press Release
• 17 juin 2019
|
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.
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private-credit-and-equity
Private Credit & Equity
page
|
Press Release
• 11 juin 2019
|
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.
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private-credit-and-equity
Private Credit & Equity
page
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Press Release
• 4 juin 2019
|
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.
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solutions-and-multi-asset
Solutions & Multi-Asset
video
|
Market Outlook
• 4 juin 2019
|
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.
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solutions-and-multi-asset
Solutions & Multi-Asset
pdf
|
Market Outlook
• 3 juin 2019
|
Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.
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solutions-and-multi-asset
Solutions & Multi-Asset
video
|
|
Andrew Harmstone,
Manfred Hui
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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fixed-income
Fixed Income
page
|
Market Pulse
• 31 mai 2019
| |
