Analyses

Imprimer

Filtrer par

La langue

+—

Toutes les langues

Anglais

Français

Format

+—

Article

audio

Dans les médias

Vidéo

Webinar

Classe d’actifs

+—

Stratégies alternatives

Actions

Obligations

Monétaire

Multi-classes d’actifs

Série

+—

2020 Outlooks

Consilient Observer

EDGE

Engagement Report

Global Equity Observer

Global Fixed Income Bulletin

Global Multi-Asset Viewpoint

Market Pulse

News

PATH

Slimmon's TAKE

Market Alert

Takeaways & Key Expectations

Tales From the Emerging World

Thèmes

+—

Résilience

Sustainable Investing

Nos équipes d’investissement

+—

AIP Alternative Lending Group

AIP Hedge Fund Team

AIP Private Markets Team

Active International Allocation Team

Applied Equity Advisors Team

Counterpoint Global

Global Balanced Risk Control Team

Global Emerging Markets Team

Global Fixed Income Team

Global Liquidity Team

Global Listed Real Assets Team

Global Multi-Asset Team

International Equity Team

Morgan Stanley Capital Partners

Morgan Stanley Energy Partners

Morgan Stanley Expansion Capital

Morgan Stanley Infrastructure Partners

Morgan Stanley Private Credit

Morgan Stanley Private Equity Asia

Morgan Stanley Tactical Value Investing

Portfolio Solutions Group

Types d'analyse

+—

Press Release

Période

+—

Toutes

Le mois dernier

Le trimestre dernier

L'année dernière

Market Pulse • 13 juil. 2020 • 7:01 Min
The Global Economy Is Slowly Emerging From the Shadows Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Alert • 9 juil. 2020 • 4:04 Min
The Reconnect, the NASDAQ Bubble and the Reemergence of Asian Tech 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.

Market Pulse • 6 juil. 2020 • 6:36 Min
Will the Sizzle Fizzle? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

PATH • 3 juil. 2020 • 03:27 Min
Coronavirus: A Critical Juncture [Audio] Andrew Harmstone, Christian Goldsmith Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

PATH • 3 juil. 2020

Coronavirus: A Critical Juncture

Andrew Harmstone, Manfred Hui, Christian Goldsmith

As we enter the second half of 2020, we reach a critical juncture. After an initial boost to the markets following the reopening of countries across the globe, further gains may prove harder to come by. We remain concerned about the risk of a second wave of COVID-19 in some regions. In this update we discuss the hidden damage to the economy from the pandemic that is beginning to show, as well as some political risks and potential bright spots on the horizon.

Insight Article • 1 juil. 2020

Climate Transition in a Portfolio Context: What Matters and What to Measure

Portfolio Solutions Group

The Morgan Stanley Institute for Sustainable Investing and the Portfolio Solutions Group examine the increasing trend of decarbonization in business and investment conversations, and explain why they believe this will give rise to compelling investment opportunities and affect the way that investors build and manage their portfolios.

9852467_Climate-Transition-in-a-Portfolio-Context_Insight-Tile-1x1

Global Multi-Asset Viewpoint • 30 juin 2020
Stars Aligned for Higher Inflation Sergei Parmenov, Cyril Moulle-Berteaux MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Stars Aligned for Higher Inflation."

Market Pulse • 29 juin 2020 • 7:00 Min
Policy or Pandemic: Which Will Drive Asset Prices? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Sustainable Investing • 25 juin 2020
ESG and Trends in Reserves Management There is a growing interest in ESG assets amongst central bank reserve managers, a new survey by Morgan Stanley Investment Management and the Institute of International Finance (IIF) finds.

Resilience • 24 juin 2020
Alternative Lending and the Resilient Consumer Kenneth Michlitsch Fintech-driven alternative lending exhibited resilience during the acute initial phase of the COVID-19 pandemic. Recent data supports continued optimism.

Investment Insight • 24 juin 2020
Post-Crisis Private Markets Investing Portfolio Solutions Group In light of the extraordinary market disruption due to the spread of the COVID-19 pandemic, the PSG team considers the broader potential impacts of the current crisis on private markets and describes potential areas of investment opportunity going forward in the post-crisis environment.

Market Pulse • 22 juin 2020 • 3:45 Min
Q3 2020: Better? Yes. But Good Enough? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 19 juin 2020
Active Management in Fixed Income: Now More than Ever Jim Caron Given that interest rates are near zero, or negative, in many countries for the foreseeable future, will bonds be useful diversifiers in portfolios? Jim Caron, Global Fixed Income Portfolio Manager, thinks “yes” but the key is an actively managed focus on alpha.

PATH • 19 juin 2020 • 03:05 Min
Coronavirus: Fundamental weaknesses begin to hit home [Audio] Andrew Harmstone, Christian Goldsmith Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Insight Article • 19 juin 2020
The Search for Income: Income the Right Way Richard Perrott, Dirk Hoffmann-Becking, Bruno Paulson How can investors access reliable income in the current market environment? The International Equity Team explores.

PATH • 18 juin 2020
Coronavirus: Fundamental weaknesses begin to hit home Andrew Harmstone, Manfred Hui, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

Market Pulse • 15 juin 2020 • 8:12 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Global Fixed Income Bulletin • 15 juin 2020
The Tide Turns: It’s More than Hope Global Fixed Income Team Despite unprecedented bad economic data and the uncertain course of the coronavirus, markets continued on an upward trajectory in May and rallied further.

Resilience • 15 juin 2020
Long Short Equity Strategies: "Hedging" Your Bets Eric Stampfel Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.

Résilience • 15 juin 2020

Le risque comme point de départ, et non comme conséquence

Andrew Harmstone

Les rendements spectaculaires de certains investissements font les gros titres des journaux, tout comme le font les pertes fracassantes, telles que celles provoquées par la pandémie de COVID-19 ou la crise financière de 2008-2009. Mais rares sont les articles qui évoquent 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.

9855189-Risk-as-a-Starting-Point-Insight-Tile-1x1

Global Fixed Income Insights • 15 juin 2020
The Case for Investing in European Aggregate Fixed Income Leon Grenyer, Anton Heese, Richard Class Read why we believe that a single portfolio manager is better placed to manage overall risk and take advantage of relative value opportunities between different fixed income sectors.

Market Pulse • 15 juin 2020 • 5:48 Min
New Normal? No Such Thing. The Market is Just Establishing a New Range. Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Global Equity Observer • 12 juin 2020
Ouvrir les portes de l'avenir - Le monde post-COVID William Lock, Bruno Paulson À mesure que les mesures de confinement s’assouplissent, l'équipe International Equity examine comment la pandémie mondiale a démontré l’importance d’une présence numérique pour les entreprises.

Market Alert • 11 juin 2020 • 3:59 Min
The Disconnect Between the Stock Market and the Economy 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.

Liquidity Watch • 10 juin 2020 • 3:51 Min
June FOMC Meeting Recap Brian Buck Brian Buck, Executive Director Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy, including interest rates, and the implications for short-term investors. Listen now.

Consilient Observer • 9 juin 2020
The Math of Value and Growth Counterpoint Global We show how corporate valuations change as we vary assumptions about growth, return on incremental invested capital, and the discount rate.

Tales From the Emerging World • 9 juin 2020
The Era After the Coronavirus Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, looks at the huge push the pandemic is giving his Four Ds—deglobalization, depopulation, declining productivity and rising government debt.

Market Pulse • 8 juin 2020 • 6:31 Min
The Reopening Rally and the Fed’s Forward Guidance Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Webinar Series • 5 juin 2020
An Espresso with Mary Sue Marshall and Stan DeLaney Mary Sue Marshall, Stan Delaney Watch Mary Sue Marshall and Stan DeLaney discuss the team’s portfolios, and their insight on big ideas and emerging themes that may have far-reaching consequences.

PATH • 5 juin 2020
Coronavirus: Who is the ‘Smart Money’ Investor? Andrew Harmstone, Manfred Hui, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

Takeaways & Key Expectations • 4 juin 2020
Equity Market Commentary - May 2020 Andrew Slimmon Value stocks historically garner their biggest outperformance coming out of recessions. But investors' emotional conflict between recency bias and opportunity is more acute in this environment.

PATH • 4 juin 2020 • 3:23 Min
Who is the ‘Smart Money’ Investor? [Audio] Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Liquidity Watch • 3 juin 2020 • 9:50 Min
Negative Interest Rates and the Implications for Money Market Funds Robert Leggett Bob Leggett, Executive Director Morgan Stanley Global Liquidity, discusses considerations around negative interest rates and the implications for the money market fund industry. Listen now.

Résilience • 2 juin 2020
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.

Insight Video • 1 juin 2020
What differentiates GBEI from traditional income funds? Monica Carta, Richard Perrott Monica Carta and Richard Perrott discuss the benefits of seeking reliable income in challenging economic environments.

Market Pulse • 1 juin 2020 • 6:36 Min
Follow the Money, Find the Performance Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Insight Article • 31 mai 2020
Where To Next: A Framework For Resilience Nash Waterman The AIP Private Markets team explains their framework for selecting companeis and constructing a portfolio that seeks to withstand changes in the economic cycle.

Resilience • 31 mai 2020
How to Remain Resilient through a Downturn Investing in stocks is risky—but historically it’s been a risk worth taking.

Convergence • 30 mai 2020
Sustainability Research Counterpoint Global Counterpoint Global discusses how Sustainability Research is additive to their existing investment process and converges the pursuit of profits and purpose.

Sustainability Insight • 28 mai 2020
Emily Chew Joins Morgan Stanley Investment Management Emily Chew has joined us as the Global Head of Sustainability for Investment Management. Emily will lead our investment business’ sustainability strategy and governance efforts.

Media Appearance • 28 mai 2020
Ruchir Sharma Authors Op-Ed in the New York Times Ruchir Sharma In “How the Pandemic Is Turning Us Inward” Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, speculates about COVID-19’s ability to accelerate trends that were already underway.

Market Pulse • 28 mai 2020 • 3:05 Min
In a High Yield Minute [Audio] Sarah Harrison Corporate liquidity profiles have been severely challenged during the lockdown. Sarah Harrison, Head of European High Yield, believes the policy response in Europe so far has helped stem default rates, and further action has the potential to restore investor confidence in the European High Yield asset class. Listen now.

Insight Article • 27 mai 2020
Alternative Risk Premia: Seeing the Whole Picture Patrick Reid, Eban Cucinotta Alternative risk premia (ARP) is a newly coined industry category. While a convenient catchall term, it belies the heterogeneity of these strategies which can be risk-seeking, risk-mitigating and anywhere in between. Recent press has thrown a spotlight on ARP strategies, but it fails to tell the whole story.

Webinar Series • 27 mai 2020
An Espresso with Richard Class and Anton Heese Anton Heese, Richard Class Richard Class and Anton Heese commented on the outlook for the bond market in response to the volatility in recent weeks.

Sustainable Investing • 26 mai 2020
Asset Owners See Sustainability as Core to the Future of Investing Morgan Stanley’s second Sustainable Signals survey of institutional asset owners provides key insights on current trends in sustainable investing.

Webinar Series • 26 mai 2020
An Espresso with William Lock William Lock Watch William Lock discuss the impact of the latest global crisis and portfolio resilience in light of the coronavirus pandemic.

Market Pulse • 26 mai 2020
The Breadth of the Market Is Encouraging Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Résilience • 21 mai 2020
Notre formule pour des bénéfices résistants Laura Bottega la « formule » du succès en matière d’investissement se compose de deux éléments clés : le pouvoir de fixation des prix et des revenus récurrents.

Résilience • 21 mai 2020
Résistants par nature William Lock, Laura Bottega Dans un contexte de mutation à l’échelle mondiale, les investisseurs en actions internationales devraient avant tout rechercher des entreprises résistantes et des équipes de gestion de portefeuille en capacité de les identifier, aussi bien aujourd’hui qu’après la pandémie.

Consilient Observer • 20 mai 2020
Myth Busting, Popular Delusions, and the Variant Perception Counterpoint Global We address four myths or popular delusions in the investment industry.

Market Pulse • 18 mai 2020 • 5:59 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 18 mai 2020 • 6:32 Min
Never Say Never: The Pros and Cons of Negative Interest Rates Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Résilience • 18 mai 2020
Les entreprises résilientes se dotent de chaînes d’approvisionnement résilientes Vishal Gupta Selon notre équipe Emerging Markets Leaders, la pandémie de coronavirus semble accélérer le mouvement de relocalisation/diversification des chaînes d’approvisionnement, car les entreprises cherchent à renforcer leur capacité de résistance aux chocs mondiaux.

Global Fixed Income Bulletin • 15 mai 2020
The Long and Winding Road Global Fixed Income Team There may be many twists and turns on the road to full economic recovery, but the longer your investment horizon, the more confident we believe you should be.

Global Equity Observer • 15 mai 2020
L’accélérateur COVID-19 Dirk Hoffmann-Becking, Nic Sochovsky Le COVID-19 sera-t-il un puissant accélérateur des dynamiques et des tendances actuelles ? L’équipe International Equity se penche sur la question.

Market Alert • 14 mai 2020 • 3:42 Min
The Stock Market Looks Forward, So What Does It See Now? 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.

Insight Article • 14 mai 2020
Emerging Markets Debt Outlook: Surviving Outside the Tent Sahil Tandon, Mariano Pando Has the imminent demise of Emerging Markets been greatly exaggerated once again? Find out what the Emerging Markets Debt Team thinks.

Market Pulse • 13 mai 2020
Where Are Bond Yields Going? It depends on what part of the curve you are asking about. Jim Caron The goal of the Fed’s policy response function is to prevent the liquidity crisis brought on by Covid-19 from becoming a solvency crisis. Jim Caron reviews the impact on bond yields.

Market Pulse • 11 mai 2020
Jobs Report: Is the Worst Behind Us? [Audio] Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

TALES FROM THE EMERGING WORLD • 7 mai 2020
Why Markets Are Partying Through the Pandemic Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, explains why stock markets are rallying amid the worst economic crisis since the Great Depression.

Market Pulse • 7 mai 2020 • 4:31 Min
Bank of England Update and U.K. Outlook [Audio] Anton Heese Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.

PATH • 6 mai 2020 • 3:27 Min
Coronavirus: Calm waters for now, but storm clouds on the horizon [Audio] Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 4 mai 2020 • 8:51 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 4 mai 2020 • 4:30 Min
The Risks Ahead: An Historically Weak Jobs Report & New U.S./China Tensions Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Press Release • 4 mai 2020

Morgan Stanley Investment Management’s AIP Private Markets Team Expands $800 Million Impact Investing Platform with Global Climate Impact Fund

AIP Private Markets Team

Alternative Investment Partners Private Markets, part of Morgan Stanley Investment Management, today announced it has built upon its $800 million impact investing platform by closing on a fund which will focus on climate solutions. The $110 million fund seeks to address critical climate issues including global warming and pollution, depleting resources and eco diversity.

AIP-PM-Climate-Impact-Fund-Insight-Tile-1x1

Insight Video • 4 mai 2020
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.

Insight Article • 1 mai 2020
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.

PATH • 1 mai 2020 • 2:57 Min
Coronavirus: A look at safe havens [Audio] Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Sustainable Investing • 30 avr. 2020

L’effet papillon et le COVID-19 : six implications pour l’investissement durable dans un monde interconnecté

Navindu Katugampola

L’épidémie de COVID-19 est un événement déstabilisateur ayant des répercussions personnelles, sociétales et économiques gigantesques. En tant qu’investisseurs obligataires, nous nous intéressons à six implications de la pandémie en matière d’investissement durable.

9834677_Butterfly-Effect_Insight-Tile-2x2

Market Pulse • 30 avr. 2020 • 3:12 Min
European Central Bank Update: Flexibility and Fragmentation [Audio] Anton Heese Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the European Central Bank’s April 30 announcement. Listen now.

Market Pulse • 29 avr. 2020

The Fed: Playing a Strong Hand but Unwilling to Show Their Cards

Jim Caron

On April 29 the Fed indicated the need to keep credit flowing, for both for businesses and individuals. To date most of the Fed’s actions are supporting credit in the business sector, to the point where we do not believe the Fed has done enough with respect to consumer credit, particularly in light of their statements about keeping credit flowing to the “real economy.” Jim Caron looks at a Fed that is playing a strong hand, but unwilling to show all its cards.

Insight Article • 29 avr. 2020
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.

Market Alert • 27 avr. 2020 • 3:51 Min
Market Alert with Andrew Slimmon: Stocks…Yes! Market…No! 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.

Market Pulse • 27 avr. 2020 • 4:51 Min
Market Pulse with Jim Caron: A Big Week for Global Central Banks Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

PATH • 24 avr. 2020 • 3:16 Min
Coronavirus: Monetary and Fiscal Policy - Is the Kitchen Sink Enough? [Audio] Andrew Harmstone Andrew Harmstone shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 23 avr. 2020 • 04:24 Min
EM Leaders: Looking to Future Growth [Audio] Vishal Gupta Vishal Gupta, Portfolio Manager on the Global Emerging Markets team, discusses the impact of COVID-19 on the Emerging Markets Leaders strategy. Listen now.

Takeaways & Key Expectations • 23 avr. 2020
Equity Market Commentary - April 2020 Andrew Slimmon Yield curve signals. Bear markets. The “Reopening of the Economy” versus “Stay at Home” stocks. Andrew Slimmon, Head of the Applied Equity Advisor team, covers these topics – and much more.

Insight Article • 23 avr. 2020
1Q2020 Review/Outlook: Global Fixed Income Opportunities Jim Caron The first quarter ended in a far different place than where the year started. Portfolio Jim Caron reflects on how these unexpected developments impacted the portfolio, and offers his perspective on what’s to come.

Market Pulse • 23 avr. 2020 • 2:56 Min
The Case for EM in the Post-Pandemic World [Audio] Jitania Kandhari Jitania Kandhari, Head of Macroeconomic Research on the Global Emerging Markets team and portfolio manager for the Emerging Markets Breakout Nations and Active International Allocation strategies, provides timely insights on why we believe now is the time for emerging market equities. Listen now.

Market Pulse • 20 avr. 2020 • 6:21 Min
Whatever It Takes: Loan Programs, Oil & the Reopening of America Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 20 avr. 2020
Recent Fed Actions: Implications for the High Yield Market Global Fixed Income Team The Fed’s involvement in the high yield market is unprecedented, so there is no prior history to look back upon as a guide. The Global High Yield team explores how the action could impact investors.

Global Fixed Income Bulletin • 16 avr. 2020
The End of the Beginning Global Fixed Income Team We’re hopeful that policy actions will help the economy return to normal as the health crisis recedes. But it remains unknown how deep and protracted the downturn will be as we’re held hostage to the path of the virus.

Market Pulse • 15 avr. 2020
Allocating Fixed Income Assets Through the Great Unknown Christian Roth We are facing a health crisis the likes of which we have not witnessed for close to a century. A seismic move to de-risk portfolios has created volatility and illiquidity not seen since 2008, and it is against this uncertain backdrop we invest today. Read more about the Global Fixed Income Team’s best thinking.

Consilient Observer • 14 avr. 2020
Dispersion and Alpha Conversion Counterpoint Global An investor’s success requires both skill and opportunity. We look at how investors can express skill and use dispersion to measure the opportunity set.

Market Pulse • 14 avr. 2020
The “Once in a Lifetime” (European Fixed Income) Opportunities (Fund) Leon Greyner “Once in a lifetime opportunities do not come along that often, and so when they do, it is important to take advantage of them,” says Leon Grenyer, Lead Portfolio Manager of the European Fixed Income Opportunities Fund.

Market Pulse • 13 avr. 2020 • 6:36 Min
Market Pulse with Jim Caron: The Alphabet Soup of Liquidity & Solvency Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 9 avr. 2020
Fixed Income Market Update Michael Kushma, Katie Herr The Global Fixed Income team presented an update on the Fixed Income Market on 9 April 2020.

Market Alert • 8 avr. 2020 • 3:35 Min
Is the Bear Headed for Hibernation Soon? 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.

PATH • 8 avr. 2020
Coronavirus: Markets’ excessive optimism Andrew Harmstone, Manfred Hui In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

TALES FROM THE EMERGING WORLD • 7 avr. 2020
The Strange Shape of the Coronavirus Crash Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, makes the case for great opportunities in emerging markets in the After Coronavirus world.

Market Pulse • 6 avr. 2020 • 4:27 Min
Credit Beat with Joseph Mehlman Joseph Mehlman Joseph Mehlman, Head of U.S. Credit, provides timely insights on the fast-changing world of U.S. credit markets. Listen now.

Market Pulse • 6 avr. 2020 • 4:44 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 6 avr. 2020 • 6:15 Min
Market Pulse with Jim Caron: A Silver Lining - Volatility Is Dropping Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Sustainable Investing • 3 avr. 2020
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.

Press Release • 3 avr. 2020

TSG Consumer Partners Acquires Pathway Vet Alliance from Morgan Stanley Capital Partners

Aaron Sack, David N Miller

TSG Consumer Partners, a leading private equity firm focused exclusively on the branded consumer and retail sectors, today announced that it has acquired a majority stake in Pathway Vet Alliance LLC from investment funds managed by Morgan Stanley Capital Partners. As part of the transaction, Pathway management will continue to lead the Company and retain a significant minority stake. Financial terms of the transaction were not disclosed.

Path • 2 avr. 2020 • 2:43 Min
Coronavirus: End of Q1 – time to take stock [Audio] Andrew Harmstone, Christian Goldsmith Christian Goldsmith, Portoflio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 2 avr. 2020
Fixed Income Market Update Michael Kushma, Richard Ford, Richard Class The Global Fixed Income team presented an update on the Fixed Income Market on 2 April 2020.

Market Pulse • 2 avr. 2020
Building a Better Transmission Mechanism: Extending Credit to the Real Economy Jim Caron It's critical to understand the policy reaction functions designed to support markets during times of crisis because it provides insight into which assets may perform best as the economy moves out of the crisis environment.

Market Pulse • 2 avr. 2020
Active International Allocation - Market Commentary Jitania Kandhari, Ben Rozin The MSIM Active International Allocation Team offers their perspective on the global markets and the AIA portfolio in the context of the COVID-19 pandemic.

Market Pulse • 31 mars 2020
Rating Agencies Action Summary Global Fixed Income Team The COVID-19 crisis has disrupted supply chains of many companies and caused commodity prices to fall. How will rating agencies react to this disruption? The Global Credit research team explores.

Insight Article • 31 mars 2020
Increasing Duration Opens Up New Realms for the Private Equity Secondaries Market AIP Private Markets Team The AIP Private Markets Team explores possible solutions

Analyses

Filters