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Macro Insight
• 3-ott-2019
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Those who see the opportunity in emerging markets want to know, how much should we own? We discuss three approaches that look at the ideal emerging market allocation.
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Macro Insight
• 3-ott-2019
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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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Macro Insight
• 3-ott-2019
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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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Macro Insight
• 30-set-2019
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The global auto industry has recently experienced a disruptive slide where registrations, demand and production have all slumped across the world. Have we hit “Peak Car“—or just some bumps in the road?
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Global Equity Observer
• 27-set-2019
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Dove trovare investimenti di alta qualità nel settore sanitario? Marcus Watson del team International Equity condivide il suo punto di vista.
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Market Outlook
• 25-set-2019
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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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Global Fixed Income Bulletin
• 20-set-2019
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Perché titoli di Stato e le obbligazioni in generale hanno prevalso nell’attuale contesto di mercato mentre altri settori e asset class hanno fatto fatica? Lo spiega il team Global Fixed Income
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Global Fixed Income Insights
• 18-set-2019
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Come fa la strategia European Fixed Income Opportunities a offrire agli investitori rendimenti competitivi nell’attuale contesto di tassi bassi? Ce lo spiega il team Global Fixed Income
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Market Pulse
• 16-set-2019
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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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Investment Insight
• 11-set-2019
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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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Approfondimenti sulla Sostenibilità
• 9-set-2019
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Bruno Paulson spiega come i cambiamenti normativi e tecnologici abbiano reso i timori ambientali e sociali più importanti che mai.
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Approfondimenti sulla Sostenibilità
• 5-set-2019
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Comprendere il collegamento tra ESG e performance può avere effetti positivi sulle attività di reclutamento, fidelizzazione e coinvolgimento dei dipendenti, sostengono Nathan Wong e Richard Perrott dell’International Equity Team.
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Approfondimento macro
• 4-set-2019
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Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.
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Approfondimenti sulla Sostenibilità
• 4-set-2019
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Come può differenziarsi una società? Adottando le giuste politiche ambientali e sociali. Ce lo spiega Nic Sochovsky dell’International Equity Team.
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Approfondimenti sulla Sostenibilità
• 3-set-2019
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Global Sustain è un portafoglio di alta qualità a basse emissioni di carbonio che impiega l’analisi fondamentale bottom-up e l’interazione attiva con il management societario.
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Macro Insight
• 3-set-2019
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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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Approfondimenti sulla Sostenibilità
• 2-set-2019
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Vladimir Demine spiega come alcune prassi retributive – ad esempio le rettifiche degli utili – possano essere campanelli d’allarme.
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Macro Insight
• 31-ago-2019
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MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Gold Bull Market to Continue.”
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Approfondimenti sulla Sostenibilità
• 30-ago-2019
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Marcus Watson spiega come società innovative del settore sanitario possano mettere la scienza e la tecnologia al servizio della salute umana all’interno della collettività.
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Approfondimenti sulla Sostenibilità
• 29-ago-2019
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Cosa si intende per “rilevante”? Laura Bottega parla dei fattori che possono influenzare la sostenibilità dei rendimenti.
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Approfondimenti sulla Sostenibilità
• 28-ago-2019
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Vladimir Demine spiega come l’attenzione al consumo di plastica consenta a una società non solo di dare un contributo positivo all’ambiente, ma anche di cogliere l’opportunità di differenziarsi dalla concorrenza.
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Approfondimento macro
• 27-ago-2019
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Paradossalmente i dazi non hanno innalzato l’inflazione USA. L’ultimo approfondimento esamina il braccio di ferro tra effetti inflazionistici dei dazi e deflazionistici indiretti di altre variabili.
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Global Equity Observer
• 23-ago-2019
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Gli investitori dovrebbero preoccuparsi delle attuali valutazioni dell’azionario? Bruno Paulson parla di utili e multipli.
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Market Pulse
• 21-ago-2019
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It is time for the Fed to get proactive. Jim Caron from the Global Fixed Income team shares his views.
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Global Fixed Income Bulletin
• 19-ago-2019
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Eravamo pronti per un agosto tranquillo, ma i mercati finanziari avevano altri piani. Il team Global Fixed Income ritiene che questi nuovi sviluppi debbano essere considerati attentamente.
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The U.S. fixed income market is less than half of the global fixed income market. Chris Roth of the Global Fixed Income Team discusses the importance of considering international fixed income investments.
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Macro Insight
• 5-ago-2019
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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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Market Pulse
• 1-ago-2019
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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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Macro Insight
• 26-lug-2019
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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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Approfondimento macro
• 25-lug-2019
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Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.
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Market Pulse
• 25-lug-2019
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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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Macro Insight
• 25-lug-2019
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Should you be considering markets outside of the U.S.? Our professionals review the opportunities and challenges of international diversification.
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Press Release
• 23-lug-2019
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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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Global Equity Observer
• 19-lug-2019
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Chi è il più bravo della classe ora che le aziende dei beni di consumo primari tornano a scuola? Il team International Equity affronta il tema delle posizioni di dominio nell’era digitale.
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Market Outlook
• 19-lug-2019
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Per il secondo semestre prevediamo sviluppi positivi nell'obbligazionario, con particolari opportunità nel segmento delle cartolarizzazioni. Jim Caron illustra la sua tesi.
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Approfondimento macro
• 18-lug-2019
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Esaminiamo la correlazione tra i problemi idrici mondiali, illustriamo l’impatto dello stress idrico su settori chiave e invitiamo gli investitori a valutare tali questioni nei processi decisionali.
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Global Fixed Income Bulletin
• 17-lug-2019
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Le banche centrali sembrano pronte a tutto pur di far proseguire l’espansione. Il team Global Fixed Income condivide le opinioni sul primo semestre 2019 e le prospettive per il secondo.
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Market Outlook
• 16-lug-2019
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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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Global Fixed Income Insights
• 12-lug-2019
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Gli investitori europei e giapponesi sono soliti coprire del tutto le loro esposizioni in USD, ma è davvero una buona norma da seguire? Il team Emerging Markets Debt condivide le sue opinioni sul perché potrebbe non esserlo.
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Market Pulse
• 11-lug-2019
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La Fed potrebbe decidere di tagliare i tassi di 50 punti base questo mese, oltre i 25 punti attesi. Jim Caron del team Global Fixed Income spiega il suo parere sul perché questo potrebbe accadere.
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Market Outlook
• 9-lug-2019
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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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Press Release
• 8-lug-2019
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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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Connecting the Dots
• 1-lug-2019
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In this article, Swanand Kelkar discusses the steep pricing of popcorn sold at multiplexes and looks at the issue through a broader lens than just how much it usually costs versus how much it is sold for at cinemas.
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Market Pulse
• 1-lug-2019
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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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Con i rendimenti obbligazionari sui minimi storici, è ancora possibile per gli investitori generare un reddito elevato e sostenibile? Bruno Paulson, Portfolio Manager, affronta il tema.
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Global Multi-Asset Viewpoint
• 30-giu-2019
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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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Global Equity Observer
• 25-giu-2019
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Viaggio nell’ignoto: l’International Equity Team discute di politica, utili e potere di fissazione dei prezzi.
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Global Fixed Income Bulletin
• 25-giu-2019
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I mercati obbligazionari si stanno comportando molto come nel 2018. Déjà vu? Crediamo di no. La differenza principale è che c’è di mezzo la Fed che potrebbe decidere di tagliare i tassi. Il team Global Fixed Income condivide le sue opinioni.
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Market Pulse
• 24-giu-2019
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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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Press Release
• 18-giu-2019
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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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Market Pulse
• 18-giu-2019
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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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Press Release
• 17-giu-2019
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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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Press Release
• 11-giu-2019
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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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Press Release
• 4-giu-2019
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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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Market Outlook
• 4-giu-2019
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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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Market Outlook
• 3-giu-2019
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Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.
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Approfondimento macro
• 31-mag-2019
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Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.
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Market Pulse
• 31-mag-2019
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The breakdown in U.S.-China trade negotiations is signalling slower growth and lower inflation across the globe. A flattening yield curve is just a logical adjustment to this new information.
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Approfondimento macro
• 31-mag-2019
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Dopo i timori per la crescita del quarto trimestre del 2018, le economie globali potrebbero non incamminarsi verso una recessione, ma le tensioni commerciali tra Stati Uniti e Cina potrebbero rallentare la ripresa.
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Media Appearance
• 30-mag-2019
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In the report published by Clear Path Analysis, MSIM’s International Equity Team and Global Fixed Income Team shared their views on ESG Investing and how it is moving from a marginal approach to a mainstream strategy.
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Market Outlook
• 30-mag-2019
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Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.
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Approfondimento macro
• 23-mag-2019
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I grandi golfisti devono essere abbastanza flessibili ed esperti da mettere in buca efficacemente qualsiasi colpo difficile. Pensiamo che lo stesso valga per i gestori di portafoglio e il loro approccio alla gestione dei capitali.
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Press Release
• 17-mag-2019
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Morgan Stanley Investment Management today announced it has raised $785 million for the North Haven Senior Loan Fund L.P. and its related vehicles (collectively “NH SLF”) exceeding its original fundraising target. When combined with target leverage, NH SLF has approximately $1.1 billion of capital available for investment. NH SLF seeks to invest in privately negotiated senior secured loans issued by lower middle market companies in North America.
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Global Equity Observer
• 17-mag-2019
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Il team International Equity esamina i rischi collegati al nuovo debito societario cinese alla luce del ruolo più moderato dei canali bancari non regolamentati (Shadow banking).
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Global Fixed Income Bulletin
• 16-mag-2019
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L’economia globale procede alla temperatura giusta per la crescita… se solo potessimo liberarci di quei fastidiosi attriti commerciali! Il team Global Fixed Income condivide opinioni e prospettive.
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Market Outlook
• 15-mag-2019
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Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.
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Apparizione sui media
• 13-mag-2019
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Laura Biancato, Portfolio Specialist del Global Balanced Risk Control Team, ha partecipato al programma Asset and the City di Bluerating TV esponendo l’outlook di mercato del Team.
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Investment Insight
• 10-mag-2019
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Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
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Sustainability Insight
• 9-mag-2019
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The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.
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Market Pulse
• 6-mag-2019
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U.S.-China trade talks seem to be at an impasse. Jim Caron, Global Fixed Income Team, shares why he believes the global market impact of these talks is not a systemic market event…yet
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Market Pulse
• 2-mag-2019
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The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron from the Global Fixed Income Team shares his views.
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Market Outlook
• 30-apr-2019
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Le banche centrali globali tentano di estendere il ciclo economico, non di porvi fine. Jim Caron passa in rassegna il primo trimestre e condivide le sue prospettive per il resto del 2019.
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Global Multi-Asset Viewpoint
• 30-apr-2019
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MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value in the Eurozone."
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Approfondimento macro
• 29-apr-2019
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Per gestire il rischio in modo efficace, è necessario capire la differenza cruciale tra eventi di rischio ed eventi incerti. Nella nostra ultima analisi, “Una storia del rischio”, approfondiamo la questione e cerchiamo le possibili soluzioni.
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Investment Focus
• 29-apr-2019
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AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.
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Market Outlook
• 29-apr-2019
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Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.
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Press Release
• 24-apr-2019
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XRI Holdings, LLC (“XRI”), a leading water midstream company with owned infrastructure throughout the Permian Basin, announced today that it has acquired the water treatment and recycling division of Fountain Quail Energy Services, LLC (“Fountain Quail Water Treatment”). Fountain Quail Water Treatment is a leading produced water treatment, recycle, and reuse business with operations throughout the Permian Basin and other key producing basins across the United States.
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Global Fixed Income Bulletin
• 17-apr-2019
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C’è molto ottimismo per il 2019. Concordiamo! Riteniamo che politiche monetarie accomodanti e rendimenti reali più bassi sosterranno l’economia, prolungando il ciclo.
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Approfondimenti sulla Sostenibilità
• 17-apr-2019
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Nell’ultimo aggiornamento semestrale di Engage, il team International Equity espone le proprie idee sul coinvolgimento in ambito ESG.
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Approfondimenti sulla Sostenibilità
• 16-apr-2019
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Il team International Equity illustra Global Sustain, la sua offerta più recente, spiegando perché i fattori ESG sono fondamentali per un compounding di successo.
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Global Equity Observer
• 12-apr-2019
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Il team International Equity si chiede se i tempi siano maturi per ricorrere a una rete di sicurezza di fine ciclo.
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Approfondimento macro
• 12-apr-2019
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Ric Ford, Head of Global Credit, spiega come l’inversione dei fattori negativi stia creando prospettive positive per l’Europa e le obbligazioni societarie europee.
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Press Release
• 11-apr-2019
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SolarWinds (NYSE:SWI), a leading provider of powerful and affordable IT management software, today announced that it has signed an agreement to acquire Samanage, a highly reviewed and highly rated IT service desk solution company based in Cary, NC. Over the past 7 years, Samanage has built a strong, well-respected product guided by a customer-centricity that aligns well with SolarWinds’ mission and commitment to the technology professional community.
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Sustainability Insight
• 4-apr-2019
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Vishal Gupta explains how ESG is integrated into the Emerging Markets Leaders investment process.
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Sustainability Insight
• 3-apr-2019
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Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.
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Approfondimenti sulla Sostenibilità
• 3-apr-2019
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Vladimir Demine illustra il processo seguito dal team International Equity per costruire portafogli ESG di elevata qualità.
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Global Multi-Asset Viewpoint
• 31-mar-2019
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MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Cyclical Assets Have Room to Outperform as Global Growth Recovers"
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APPROFONDIMENTI SULLA SOSTENIBILITÀ
• 27-mar-2019
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Bruno Paulson illustra il ruolo svolto dall’ESG nella ricetta per il compounding dell’International Equity Team.
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APPROFONDIMENTI SULLA SOSTENIBILITÀ
• 27-mar-2019
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Jill Ytuarte esamina la responsabilità principale dell’International Equity Team nei confronti dei clienti.
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APPROFONDIMENTI SULLA SOSTENIBILITÀ
• 27-mar-2019
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Vladimir Demine spiega perché avere un responsabile della ricerca ESG dedicato sia la soluzione giusta per i clienti.
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APPROFONDIMENTI SULLA SOSTENIBILITÀ
• 27-mar-2019
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Laura Bottega spiega come i fattori globali incoraggino le società a bilanciare profitti ed ESG.
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APPROFONDIMENTI SULLA SOSTENIBILITÀ
• 27-mar-2019
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William Lock spiega perché non è necessario scendere a compromessi tra rendimenti e principi.
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Global Fixed Income Insights
• 27-mar-2019
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La tesi sempre più diffusa della MMT (Modern Monetary Theory) sta mettendo in discussione la politica monetaria della Fed. Jim Caron illustra gli eventuali rischi economici a lungo termine di questa teoria.
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Global Fixed Income Bulletin
• 20-mar-2019
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L’orientamento più espansivo delle banche centrali, i rapporti Cina-USA e la Brexit hanno lasciato i mercati in preda all’incertezza. Cosa fare? Il team Global Fixed Income Team condivide le sue opinioni.
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Market Outlook
• 19-mar-2019
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Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.
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Approfondimento macro
• 19-mar-2019
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Il lancio di importanti programmi relativi alle infrastrutture potrebbe costituire la chiave di volta per ridurre il rischio di recessione globale e “rimettere in pista” l’economia.
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Market Outlook
• 19-mar-2019
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Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.
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GLOBAL EQUITY OBSERVER
• 13-mar-2019
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Scoprite perché il management di un’azienda che diventa “strategico” è un campanello d’allarme per il team International Equity.
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Media Appearance
• 11-mar-2019
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Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.
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Sustainability Insight
• 7-mar-2019
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The Global Opportunity Team shares its new annual report on ESG engagement activity.
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Global Multi-Asset Viewpoint
• 28-feb-2019
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MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Australia Housing Bubble Starting to Deflate "
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Market Outlook
• 28-feb-2019
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Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary
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Market Outlook
• 25-feb-2019
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2019 is all about the earnings. Bruno Paulson discusses 2018 and why Global Brands’ defensive characteristics will continue to be needed this year.
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Approfondimento macro
• 25-feb-2019
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Il Team Global Fixed Income illustra il motivo per cui i portafogli obbligazionari della zona euro sarebbero meglio gestiti da un unico gestore.
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Approfondimento macro
• 21-feb-2019
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Christian Goldsmith, portfolio specialist del team GBaR, risponde alla domanda "cosa vi renderebbe più positivi sull'azionario 2019?"
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Global Fixed Income Bulletin
• 20-feb-2019
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2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.
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Global Fixed Income Bulletin
• 20-feb-2019
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Il 2018 era iniziato alla grande a gennaio, ma è rimasto sottotono per il resto dell’anno. Accadrà lo stesso nel 2019? Il team Global Fixed Income spiega perché la situazione sarà diversa quest’anno.
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Investment Focus
• 20-feb-2019
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What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.
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Global Equity Observer
• 20-feb-2019
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Notizie positive a gennaio, ma attenti a non deviare dalla strada dell’alta qualità, avverte Bruno Paulson del team International Equity: le insidie non sono finite.
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Market Outlook
• 19-feb-2019
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Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.
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Market Outlook
• 19-feb-2019
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This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.
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Approfondimento macro
• 19-feb-2019
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Il cambiamento climatico ci spinge a raggiungere i “punti di non ritorno” politici, sociali ed economici. Il team MSIM GBaR esamina le implicazioni per gli investitori.
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Global Multi-Asset Viewpoint
• 31-gen-2019
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MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".
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Press Release
• 25-gen-2019
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Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Clarity Software Solutions. MSCP is partnering with the current management team led by founder Sean Rotermund, who will remain CEO and continue to drive organic growth and product development during the investment.
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Market Outlook
• 23-gen-2019
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Jim Caron commenta il 4° trimestre 2018 e presenta le sue prospettive sulle opportunità di mercato.
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Investment Insight
• 22-gen-2019
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While alternative risk premia have existed for some time—and have long been used by hedge funds—they have only recently begun to be evaluated by a broad swath of investors. Given the growth of investor interest in this space, we thought it timely to share our insights on what constitutes effective due diligence.
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Global Fixed Income Bulletin
• 22-gen-2019
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Dopo le turbolenze di fine 2018, cosa riserverà il nuovo anno? Il team Global Fixed Income di Morgan Stanley condivide le sue opinioni sulle opportunità d’investimento nel 2019.
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Comunicazione
• 15-gen-2019
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Morgan Stanley Investment Management, in collaborazione con il Morgan Stanley Institute for Sustainable Investing, ha annunciato in data odierna un’importante traguardo nel suo impegno costante a favore degli investimenti sostenibili con la creazione dell’Investment Management Sustainable Investing Council.
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Global Equity Observer
• 15-gen-2019
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Un calo degli utili e una contrazione della liquidità potrebbero creare un mix pericoloso per le quotazioni dei mercati finanziari? Dove si può trovare rifugio? Chiedetelo al team International Equity.
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Connecting the Dots
• 15-gen-2019
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In this article, Swanand Kelkar looks back at the tumultuous events of 2018 and reflects upon the lessons he learned as an investor.
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Approfondimenti sulla Sostenibilità
• 7-gen-2019
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È possibile inglobare l’approccio ESG in un portafoglio obbligazionario senza rinunciare al rendimento? Il team Global Fixed Income ci spiega perché la risposta è decisamente affermativa.
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Approfondimento macro
• 31-dic-2018
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L’economia dell’India sta mostrando segnali di ripresa dopo l’ambiziosa riforma del 2016-17. Analizziamo perchè è ragionevole considerare questo come il momento opportuno di posizionarsi in India.
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Market Outlook
• 31-dic-2018
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Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary
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Global Multi-Asset Viewpoint
• 31-dic-2018
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MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Key Investment Themes Into 2019"
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Global Fixed Income Insights
• 28-dic-2018
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Trying to figure out which asset class could become a break-out performer in 2019? The Convertible Bond Team discusses how convertible bonds can be a valuable portfolio diversification tool, amid higher rates and volatility next year.
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Global Fixed Income Insights
• 28-dic-2018
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Quale classe di attivi potrebbe avere maggiore successo nel 2019? Le obbligazioni convertibili potrebbero essere un valido strumento di diversificazione per il prossimo anno, favorite da tassi e volatilità in aumento.
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Global Fixed Income Insights
• 21-dic-2018
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Nel 2019 il mercato aspetta una recessione che non si verificherà? Il team Global Fixed Income spiegacome è possibile individuare opportunità di investimento interessanti sul mercato del credito, sfruttando a proprio vantaggio questa opinione generale.
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Press Release
• 20-dic-2018
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Vbrick, a Morgan Stanley Expansion Capital portfolio company and the leader in enterprise video platform solutions, today announced that Christian Rockwell, an accomplished marketing executive for high-growth technology businesses, has been appointed as Chief Marketing Officer. In this role Rockwell will be responsible for marketing strategy and will lead the global marketing organization for the rapidly-growing company.
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Market Outlook
• 20-dic-2018
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As we look ahead to the new year, the key question for liquidity investors is what is the Federal Reserve’s neutral rate. This inferred rate will likely determine the path of interest rates in 2019 and beyond, as the Fed shifts their policy towards managing around neutral.
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Approfondimento sugli investimenti
• 18-dic-2018
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Con i progressi nel campo dei software, dei sensori e delle pinze si apre una nuova era nella robotica e in numerosi mercati si avverte l’impatto rivoluzionario dei robot. Il team Growth di MSIM esamina il trend.
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GLOBAL EQUITY OBSERVER
• 17-dic-2018
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Il passo veloce della lepre potrebbe sembrare l’investimento più allettante, ma se avete obiettivi nel lungo termine, quello della tartaruga è più adatto. Bruno Paulson parla di compounder.
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Global Fixed Income Insights
• 17-dic-2018
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Il 2018 è stato un anno difficile per i Mercati Emergenti, ma nel 2019 potrebbero segnare un rimbalzo. Di seguito il commento del Team Emerging Markets Debt.
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Global Fixed Income Insights
• 17-dic-2018
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La solidità del credito al consumo dovrebbe favorire i prodotti cartolarizzati nel nuovo anno. Il team Securitized illustra le opportunità offerte da questa classe di attivi.
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Approfondimenti sulla Sostenibilità
• 17-dic-2018
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Punteggi ESG: Confrontare mele con pere
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Market Outlook
• 17-dic-2018
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Il team European Equity di Morgan Stanley considera se vi siano presupposti ottimistici per investire in Europa nel 2019.
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Approfondimenti sulla Sostenibilità
• 14-dic-2018
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Maggiore la qualità di una società, maggiore l’importanza della sua governance, afferma William Lock di Morgan Stanley.
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Global Fixed Income Bulletin
• 14-dic-2018
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Con il calo delle temperature è sceso il freddo anche sui mercati. Il team Global Fixed Income di Morgan Stanley condivide le sue opinioni sulle opportunità d’investimento nel 2019.
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Press Release
• 13-dic-2018
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Medsphere Systems Corporation, the leading provider of affordable and interoperable healthcare information technology (IT) solutions and services, today announced the closing of $32 million in financing from Morgan Stanley Expansion Capital and East West Bank. The company will use the funds to address accelerating demand for Medsphere’s comprehensive suite of healthcare IT solutions and services, and for strategic acquisitions.
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Sustainability Insight
• 13-dic-2018
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Not all portfolio managers speak directly with senior managements of the firms they hold. William Lock explains why direct engagement is vital.
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Approfondimenti sulla Sostenibilità
• 13-dic-2018
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Non tutti i gestori di portafoglio interagiscono direttamente con i team dirigenziali delle aziende in cui investono. William Lock spiega perché il confronto diretto è fondamentale.
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Approfondimento macro
• 13-dic-2018
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Quale sarà il futuro dei Mercati Emergenti, una volta tramontata l’ossessione per il settore tecnologico? Il team Global Emerging Markets illustra i risultati delle sue ricerche.
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Press Release
• 12-dic-2018
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Morgan Stanley Investment Management announced it has raised over $1.4 billion for North Haven Tactical Value Fund LP and its related funds, significantly exceeding its original fundraising target. The Fund seeks to invest in private, long-term and often illiquid opportunities that are identified primarily by leveraging the global Morgan Stanley network and come from a wide range of asset classes, sectors and geographies.
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2019 Outlook
• 12-dic-2018
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Le politiche controproducenti attuate dai governi di vari Paesi hanno indebolito l’economia mondiale. Molte di queste iniziative erano state varate con buone intenzioni, ma alcune di loro sono durate più del necessario e tutte sono state aggravate dalla guerra commerciale.
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Press Release
• 11-dic-2018
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Investment funds managed by Morgan Stanley Capital Partners (MSCP) today announced the sale of their majority interest in Hojeij Branded Foods (HBF), a leading North American airport food and beverage concessionaire, to Lagardère Travel Retail (Paris:MMB) for $330 million. MSCP acquired a majority stake in HBF from its founders in July 2015 in a transaction that valued the company at $155 million.
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Global Fixed Income Insights
• 10-dic-2018
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La discesa dalle vette del 2018 finirà con un atterraggio morbido, accidentato o duro? Pensiamo che l’esito sia legato a quattro sfide del mercato: caffeina, credito, Cina e camaleonti.
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Investment Insight
• 9-dic-2018
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As quantitative easing ends, investors should prepare themselves for higher volatility. We believe hedge funds are well positioned to exploit opportunities in a way that other managers simply can’t.
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Investment Focus
• 3-dic-2018
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In their latest paper, the Real Assets Research and Investing team investigate the impact of coworking on the office sector
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Global Multi-Asset Viewpoint
• 30-nov-2018
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MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Case for Higher Gold Prices ”
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Press Release
• 27-nov-2018
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PPC Flexible Packaging, LLC, which is backed by Morgan Stanley Capital Partners and is a leading provider of custom flexible packaging for specialty food and healthcare markets, today announced the acquisition of Payson, Utah–based Temkin International.
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GLOBAL EQUITY OBSERVER
• 15-nov-2018
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(Trade) War – What is it good for? L’analisi del team International Equity.
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Global Fixed Income Bulletin
• 12-nov-2018
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Ottobre, mese noto per la volatilità di mercato, è stato all’altezza della sua cattiva reputazione. Cosa ci aspetta nei mesi a venire? Il team Global Fixed Income condivide le sue opinioni.
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Press Release
• 8-nov-2018
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Samanage, the service success company, today announced a $30 million investment from Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. Samanage seeks to accelerate their exceptional year-over-year growth and expand their global market share in the IT Service Management (ITSM) industry.
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Press Release
• 8-nov-2018
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Visionary Integration Professionals (VIP) today announced an investment by Morgan Stanley Credit Partners. The new funding will further accelerate the growth of VIP and its wholly-owned subsidiary, Meridian Knowledge Solutions (Meridian), based in Reston, VA.
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Press Release
• 5-nov-2018
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Ardurra-King, the 4th fastest growing Engineering firm in the country, has rebranded itself Ardurra Group, Inc. The firm consists of 3PL Consulting, AndersonPenna Partners, BCG Engineering, CTT Engineering, King Engineering Associates, PCA Global, Eco Consultants, and Stouten Cramer. We are also introducing our new tag line: Collaborate. Innovate. Create.
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Press Release
• 5-nov-2018
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Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management (MSIM), announced that it has closed on approximately $400 million of capital commitments for North Haven Expansion Equity LP and its related funds, exceeding its original fundraising target capital commitments by nearly $100 million.
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Market Pulse
• 5-nov-2018
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Many are consumed with calling the next recession, but is stronger growth here to stay? Jim Caron discusses.
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