market-monitor
page
Market Monitor
• 4 oct. 2024
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Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
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beat
page
Monthly
• 3 oct. 2024
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Portfolio Solutions Group
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
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carons-corner
audio
Caron's Corner
• 3 oct. 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
Tales From the Emerging World
• 2 oct. 2024
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Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.
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alternatives
page
Alternatives
• 26 sept. 2024
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Morgan Stanley Private Credit
Direct lending continues to offer compelling relative value compared to other asset classes and offers attractive diversification alternative to public fixed income. Further, when considered in the context of public markets, direct lending has significant room to grow.
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global-fixed-income-bulletin
video
Global Fixed Income Bulletin
• 24 sept. 2024
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Broad Markets Fixed Income Team
When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.
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page
Media Appearance
• 24 sept. 2024
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Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins CNBC The Exchange to discuss how rate cuts will affect municipal bonds, how the election and tax rates could impact municipals, and more.
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alternatives
page
Alternatives
• 20 sept. 2024
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Pamela Fung
With Indian public markets having experienced a strong run-up since 2020, global allocators have been turning to Indian private equity. In this paper, we aim to examine the promising performance potential of Indian private equity.
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page
Insight Article
• 20 sept. 2024
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Laurel Durkay, Mona Benisi
The MSIM Global Listed Real Assets Team explores why investing sustainably matters in real estate, who is setting the priorities for sustainability, how we integrate ESG into real estate investing and where we see sustainability trends evolving.
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2024-outlooks
page
2024 Outlooks
• 19 sept. 2024
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Mark van der Zwan, Jarrod Quigley
Our hedge fund team discusses their outlook and the opportunities they are seeing for the remainder of 2024.
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video
Insight Video
• 18 sept. 2024
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Brad Godfrey
Co-head of emerging market debt Brad Godfrey shares the potential diversification, income and return advantages of a growing and powerful asset class.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 18 sept. 2024
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Broad Markets Fixed Income Team
Fixed income put in another solid performance in August despite unprecedented volatility in the first two weeks. The Broad Markets Fixed Income Team explores.
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takeaways-key-expectations
page
Takeaways & Key Expectations
• 17 sept. 2024
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Andrew Slimmon
"In his September TAKE, Senior Portfolio Manager Andrew Slimmon discusses why, like in previous US Presidential election years, this time of equity market volatility is a period to be a patient and intentional investor, in preparation for a likely strong finish to 2024."
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carons-corner
audio
Caron's Corner
• 16 sept. 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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page
Media Appearance
• 10 sept. 2024
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Craig Brandon
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins Bloomberg Surveillance Radio to discuss the muni market, its focus on infrastructure, the opportunity in high yield munis right now and how sectors such as commercial real estate may impact the municipal market.
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carons-corner
audio
Caron's Corner
• 5 sept. 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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tales-from-the-emerging-world
page
Tales From the Emerging World
• 4 sept. 2024
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Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.
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carons-corner
audio
Caron's Corner
• 26 août 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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global-equity-observer
page
Global Equity Observer
• 26 août 2024
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Richard Perrott
Si nos portefeuilles regorgent de grands groupes possédant des marques solides et reconnues, nous savons par expérience qu’il est aussi possible d’identifier de très bonnes opportunités d’investissement en ciblant des entreprises intervenant sur des segments de niche, en particulier celles jouant un rôle majeur sur un marché spécifique et entretenant d’étroites relations avec leurs clients. Malheureusement, même si cela n’est pas très surprenant, ces entreprises se retrouvent rarement sur le radar des investisseurs et passent fréquemment entre les mailles du filet de l’analyse sell-side.
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alternatives
page
Alternatives
• 23 août 2024
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Kara O'Halloran
Discover why the current market is conducive to market-neutral strategies, with the ability to generate alpha on both the long and short sides of portfolios.
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page
Insight Article
• 15 août 2024
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Laurel Durkay
Given the Fed is expected to start cutting interest rates in 2H24, we believe now is an excellent time to consider an allocation to REITs.
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global-fixed-income-bulletin
video
GLOBAL FIXED INCOME BULLETIN VIDEO
• 15 août 2024
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Broad Markets Fixed Income Team
Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 12 août 2024
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Broad Markets Fixed Income Team
Malgré la réticence de la Fed à s’engager sur une trajectoire monétaire spécifique, les investisseurs obligataires ont repris confiance. Les explications de l’équipe Broad Markets Fixed Income.
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carons-corner
audio
Caron's Corner
• 12 août 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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market-alert
audio
Market Alert
• 12 août 2024
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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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page
Insight Article
• 9 août 2024
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Frank Famiglietti
With the “democratization” of alternatives, many individual investors now have access to investment strategies that have the potential to improve performance and diversification.
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tales-from-the-emerging-world
page
Tales From the Emerging World
• 7 août 2024
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Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.
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alternatives
audio
Media Appearance
• 6 août 2024
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Jeff Levin, Ashwin Krishnan
Jeff Levin and Ashwin Krishnan discuss private credit, its outlook and where they see opportunities, on InsuranceAUM’s podcast.
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alternatives
audio
Media Appearance
• 6 août 2024
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Aaron Sack
Head of Morgan Stanley Capital Partners, Aaron Sack, discusses how to build a successful middle market buyout strategy, and the role of private equity in market growth.
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carons-corner
audio
Caron's Corner
• 5 août 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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global-equity-observer
page
Global Equity Observer
• 29 juil. 2024
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Bruno Paulson, Laura Bottega
Le marché semble dominé par deux croyances, celle de l’invulnérabilité de l’économie américaine et celle de l’impact massif de l’IA générative. Un tel environnement n’est pas des plus favorables pour une philosophie d’investissement qui recherche des gagnants bien établis dont les bénéfices résistent durant les périodes difficiles. Toutefois, les attentes globalement élevées et de plus en plus fortes à l’égard d’une entreprise en particulier, nous rendent nerveux quant aux perspectives du marché. Nous restons fidèles à notre processus de qualité et nous nous concentrons sur la capitalisation absolue à long terme.
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carons-corner
audio
Caron's Corner
• 29 juil. 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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alternatives
page
Alternatives
• 25 juil. 2024
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AIP Hedge Fund Team
In recent years, multi-manager platforms (Multi-PMs) have completely transformed the hedge fund world. In this FAQ, we answer fundamental questions about these Multi-PMs. What are they and why are they attracting so many investors?
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consilient-observer
page
Consilient Observer
• 24 juil. 2024
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Michael Mauboussin, Dan Callahan
Consilient Research considers the phenomenon of companies that both issue and retire shares around the same time. This behavior may fail the central goal of capital allocation, which is to buy low and sell high. Which one is it?
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global-fixed-income-bulletin
video
GLOBAL FIXED INCOME BULLETIN VIDEO
• 23 juil. 2024
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Broad Markets Fixed Income Team
Co-Head of Broad Markets Fixed Income Vishal Khanduja discusses the probability for a U.S. soft landing, the heightened political uncertainty and how investors should think about positioning for volatility.
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page
Insight Article
• 23 juil. 2024
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Laurel Durkay, Simon Robson Brown, Christopher Freemantle
Historically, the trough in European listed real estate NAV discounts has preceded the trough in values and NAVs by around six to nine months. We think this time is no different, and that now we’re at—or very close to—trough NAV for the sector.
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takeaways-key-expectations
page
Takeaways & Key Expectations
• 23 juil. 2024
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Andrew Slimmon
In his July TAKE, Senior Portfolio Manager Andrew Slimmon reiterates the rational behavior of the stock market so far this year given corporate fundamentals and stock performance appear closely aligned. And discusses why, in spite of nearer term volatility, the market could finish the year higher still.
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market-monitor
page
Market Monitor
• 16 juil. 2024
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Floating-Rate Loan Group
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
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beat
page
Webinar
• 16 juil. 2024
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The quarter ahead and top asset allocation ideas from our investment specialists moderated by Miguel Villalba, Head of Investment Management Iberia.
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market-monitor
page
Market Monitor
• 16 juil. 2024
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Emerging Markets Debt Team
In-depth review of fundamentals and valuations across emerging markets debt.
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page
Insight Article
• 16 juil. 2024
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Andrew Szczurowski, Gregory Finck
The impressive performance of corporate credit markets to start the year has prompted many investors to begin seeking out alternative sources of yield and total return in the global fixed income markets.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 16 juil. 2024
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Fixed Income
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected inflation and increased market expectations of further rate cuts.What was the impact on fixed income markets? The Broad Markets Fixed Income team explains.
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market-monitor
page
Market Monitor
• 16 juil. 2024
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Municipal Bond Group
Overview of the trends and developments in the muni bond markets.
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tales-from-the-emerging-world
page
Tales From the Emerging World
• 11 juil. 2024
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Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.
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global-equity-observer
page
Global Equity Observer
• 11 juil. 2024
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William Lock
Si le débat entre gestion active et gestion passive est bien connu, il ne s'agit pas nécessairement d'une décision binaire. Nous pensons que la coexistence de l'investissement indiciel et de la gestion active dans les portefeuilles est tout à fait justifiée. Si les fonds indiciels offrent une large exposition et un accès flexible et bon marché à des thématiques tactiques, il existe toujours une opportunité d'être davantage sélectif, en particulier si l’on considère les biais présents dans les indices. Lorsque les cours des actions sont déconnectés des fondamentaux, les bons sélectionneurs de valeurs peuvent en tirer parti, à condition de disposer d'un horizon temporel plus long et d’une dynamique haussière alimentée par une expansion excessive des multiples.
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video
Insight Video
• 10 juil. 2024
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Dónal Kinsella
Portfolio Manager Dónal Kinsella explains three key areas that high yield bond investors should consider and why a discerning approach to credit selection is key.
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beat
page
Mid-Year
• 3 juil. 2024
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Portfolio Solutions Group
The second half of 2024 will be impacted by interest rates, inflation and the U.S. presidential election, among other factors. The Portfolio Solutions Group reveals our key themes for the second half of 2024.
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carons-corner
audio
Caron's Corner
• 3 juil. 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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sustainable-investing
page
Sustainable Investing
• 30 juin 2024
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Calvert Research and Management
Morgan Stanley’s 2024 Annual Sustainable Finance Summit brought together some of Investment Management’s leading thinkers, research analysts and portfolio managers to discuss and debate topical issues related to sustainability.
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page
Media Appearance
• 28 juin 2024
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Jim Caron
In a discussion with InvestmentNews, Jim Caron, Chief Investment Officer of the Portfolio Solutions Group, explains why he believes U.S. stocks may suffer a setback before year-end and that Japanese equities are currently his highest conviction overweight, one that offers attractive upside.
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page
Insight Article
• 26 juin 2024
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Kara O'Halloran
Learn why our Hedge Fund Team believes the shift in the alternative investment space has evolved alpha, and how multiple ARP strategies are critical components of systematic liquid alternatives.
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global-fixed-income-bulletin
video
GLOBAL FIXED INCOME BULLETIN VIDEO
• 25 juin 2024
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Fixed Income Team, Broad Markets Fixed Income Team
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?
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carons-corner
audio
Caron's Corner
• 24 juin 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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takeaways-key-expectations
page
Takeaways & Key Expectations
• 14 juin 2024
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Andrew Slimmon
In his June TAKE, Senior Portfolio Manager Andrew Slimmon discusses earnings revisions as a major driver of stock performance this year and talks about the importance of using highly active managers and avoiding closet indexers.
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 14 juin 2024
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Broad Markets Fixed Income Team
Malgré une croissance soutenue et une inflation encore élevée (par rapport aux objectifs), les investisseurs obligataires se montrent plus optimistes concernant la trajectoire de la politique de la Fed. Quel est l’impact sur les marchés obligataires ? Les explications de l’équipe Broad Markets Fixed Income.
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sustainable-investing
engagement-report
page
Engagement Report
• 13 juin 2024
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Eric Carlson, Dana Phillips, Candy Chao, Harrison Jamin
Our Emerging Markets Equity annual stewardship report illustrates our proactive engagement with portfolio companies to navigate operating landscapes and assist them in their growth. Discover how we initiate progress in the global energy transition, tackle regulatory challenges and encourage greater corporate transparency and disclosures, especially with regards to executive compensation issues.
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page
Insight Article
• 12 juin 2024
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Morgan Stanley Real Estate Investing
While the fundamentals and investment thesis for senior housing are compelling, the subtleties of different care segments and the service-oriented nature of caring for elderly residents create operational risk, requiring a nuanced investment strategy and dedicated operating expertise.
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alternatives
page
Media Appearance
• 11 juin 2024
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David Miller
David Miller, Morgan Stanley Investment Management's Head of Global Private Credit & Equity, speaks on "Markets Today" from SuperReturn International. David speaks to some of the concern around the rapid growth of private market investments and explains why it's important to look upon that growth in the context of overall public market caps.
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2024-outlooks
page
2024 Outlooks
• 10 juin 2024
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Adam Swinney, Greg Liebl
What's the outlook for commodity markets and what factors are driving commodity trends?
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video
Insight Video
• 7 juin 2024
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International Equity
Many of the companies that our International Equity team owns aren’t just resilient, but they develop products and services that help other companies build their resilience.
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carons-corner
audio
Caron's Corner
• 5 juin 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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consilient-observer
page
Consilient Observer
• 4 juin 2024
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Michael Mauboussin, Dan Callahan
Stock market concentration has risen sharply over the past decade, creating a tough environment for active managers. In this report, we look at concentration over the past 75 years to see where we stand. We review which companies have been the largest and how that has changed. We ask if there is a correct level of concentration by studying other global markets and by presenting the possibility it was too low before. We then examine whether corporate performance supports the current increase.
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tales-from-the-emerging-world
page
Tales From the Emerging World
• 3 juin 2024
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Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.
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audio
Media Appearance
• 31 mai 2024
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Rohanjit Chaudhry
Rohanjit Chaudhry, Executive Director of Morgan Stanley Capital Partners, joined BDO Private Equity PErspectives podcast to discuss how private equity continues to approach economic challenges, like the current high cost of capital, through a lens of cautious optimism
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video
Media Appearance
• 29 mai 2024
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Lauren Hochfelder
Lauren Hochfelder, Co-Chief Executive Officer for Morgan Stanley Real Estate Investing, appears on Bloomberg Surveillance to discuss her outlook on commercial real estate and sectors where she sees potential opportunity.
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global-equity-observer
page
Global Equity Observer
• 28 mai 2024
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Anton Kryachok
Alors que le marché cherche à tout prix à identifier la prochaine grande innovation, nous veillons à ce que les valorisations des entreprises soient justifiées par leurs fondamentaux sous-jacents et construisons un portefeuille composé des rares entreprises capables de capitaliser à un rythme élevé et durable. En effet, si les multiples ont représenté 85% des performances ce trimestre, sur 20 ans ce pourcentage tombe à 4%. En revanche, la croissance des bénéfices compte beaucoup plus - jusqu’à 71% sur 20 ans. Le processus de capitalisation exige rigueur et patience.
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carons-corner
audio
Caron's Corner
• 28 mai 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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page
Insight Article
• 23 mai 2024
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Fixed Income Team
In this piece, fixed income managers investing across the duration spectrum outline strategies for seeking higher current income and capital appreciation during this unusual yield curve inversion.
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big-picture
page
Big Picture
• 21 mai 2024
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Jitania Kandhari
In this updated report, read how Emerging Markets are driven by more than just China. Emerging Market Equities look attractive with higher growth, reduced debt, and lower inflation. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group and Head of Macro & Thematic Research, Emerging Markets explains.
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page
Media Appearance
• 16 mai 2024
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Lauren Hochfelder
Lauren Hochfelder on Yahoo Finance: Morgan Stanley's Top Real Estate Investing 'Megatrends'
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global-fixed-income-bulletin
page
Global Fixed Income Bulletin
• 13 mai 2024
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Broad Markets Fixed Income Team
L'évolution des anticipations des baisses de taux a été ressentie dans le monde entier et les rendements ont augmenté tant sur les marchés développés que sur les marchés émergents. L’équipe Broad Markets Fixed Income nous explique l’impact probable sur les investisseurs.
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page
Insight Article
• 9 mai 2024
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Portfolio Solutions Group
In this paper, the Portfolio Solutions Group explains how they counter adverse impact to returns in this new regime through a new management approach with the goal of achieving stable target returns.
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tales-from-the-emerging-world
page
Tales From the Emerging World
• 7 mai 2024
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Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.
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carons-corner
audio
Caron's Corner
• 6 mai 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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carons-corner
audio
Caron's Corner
• 6 mai 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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global-equity-observer
page
Global Equity Observer
• 30 avr. 2024
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Bruno Paulson
L’exubérance et la concentration des marchés rendent l’environnement d’investissement difficile, en particulier en termes relatifs. Dans ce contexte, l’équipe International Equity recommande toujours d’adopter une approche en termes absolus, d’être exigeant en matière de qualité et de valorisation et de chercher à jouer sur l’effet de capitalisation sur le long terme.
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sustainable-investing
page
Sustainable Investing
• 30 avr. 2024
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Robert Walker
As the 2024 proxy season kicks off, the Morgan Stanley Investment Management Global Stewardship Team highlights three key themes: Natural Capital and Biodiversity, Workers’ Rights, and Artificial Intelligence (AI) that we believe will be high on the agenda for investors.
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takeaways-key-expectations
page
Takeaways & Key Expectations
• 29 avr. 2024
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Andrew Slimmon
In his April TAKE, Senior Portfolio Manager Andrew Slimmon discusses investor behavior as pertaining to the puzzling swell in money market fund assets, and what Applied Equity Advisors is focused on during this earnings season.
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consilient-observer
page
Consilient Observer
• 23 avr. 2024
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Michael Mauboussin, Dan Callahan
Most investors “price” the stocks of companies by using valuation multiples instead of “valuing” them based on future cash flows and fundamentals. We address what multiples miss and why they have become less informative. We examine how the two most popular multiples, P/E and EV/EBITDA, can provide different signals about a stock’s relative attractiveness. We then take a deep look at EV/EBITDA. We do not discourage the use of multiples, but users should understand the underlying value drivers.
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tales-from-the-emerging-world
page
Tales From the Emerging World
• 22 avr. 2024
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Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.
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carons-corner
audio
Caron's Corner
• 22 avr. 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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page
Media Appearance
• 17 avr. 2024
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Lauren Hochfelder
Lauren Hochfelder discusses real estate opportunities and supply chain on CNBC's The Exchange.
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video
Insight Video
• 16 avr. 2024
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Fixed Income Team
How can our full spectrum of fixed income solutions and specialized teams help navigate the curve and build a tailored portfolio?
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carons-corner
audio
Caron's Corner
• 15 avr. 2024
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Jim Caron
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
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