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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 15-set-2020
|
Counterpoint Global
The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows. With investments shifting more toward intangible assets, this report discusses the measurement and characteristics of intangible assets and reviews the implications of the growth of intangibles for investors.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 14-set-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 9-set-2020
|
Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets lists the economies most likely to thrive in the post pandemic era, arguing that the winners will need a strong defense against the forces of deglobalization, rising debt, and meddling governments, and a strong offense to exploit the booming digital economy.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
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PATH
• 8-set-2020
|
Andrew Harmstone, Manfred Hui, Laura Biancato
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 8-set-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 2-set-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 31-ago-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 24-ago-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 24-ago-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
|
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 21-ago-2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 21-ago-2020
|
Jim Caron
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.
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edge
active-fundamental-equity
Active Fundamental Equity
page
|
EDGE
• 19-ago-2020
|
Stan Delaney
CAR-T cell therapy has been a huge breakthrough in curing blood cancers. MSIM’s Counterpoint Global explores how recent advances in the technology could improve its safety and lower its cost while expanding CAR-T cell therapy’s addressable market.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 14-ago-2020
|
Global Fixed Income Team
Nonostante le buone notizie sul fronte delle politiche, non mancano rischi all’orizzonte: le relazioni tra Stati Uniti e Cina, il baratro fiscale USA, le presidenziali statunitensi e la pandemia. Restiamo però ottimisti.
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private-credit-and-equity
Private Credit & Equity
page
|
Press Release
• 13-ago-2020
|
Aaron Sack,
David N Miller
Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Doggie Dailies, a family-owned and operated online pet brand that offers premium nutritional supplements and wellness products for dogs.
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path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 7-ago-2020
|
Andrew Harmstone, Laura Biancato
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio.
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private-credit-and-equity
Private Credit & Equity
page
|
Press Release
• 6-ago-2020
|
John Moon,
David N Miller,
Robert Lee
Presidio Investment Holdings LLC (“Presidio Petroleum”) announced today that it has completed the acquisition of substantially all of the oil and natural gas producing properties of Templar Energy LLC and certain affiliates in the Anadarko Basin (“Templar”). Presidio Petroleum is a leading oil and gas efficiency company founded to acquire, operate, and optimize producing oil and natural gas properties in the Anadarko Basin and other established U.S. onshore basins.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 4-ago-2020
|
Counterpoint Global
Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms. This change has had reverberations for asset managers, investors, executives, and policy makers.
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market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 3-ago-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
|
|
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fixed-income
Fixed Income
pdf
|
Press Release
• 3-ago-2020
|
Global Fixed Income Team
MSIM today announced the launch of two sustainable fixed income funds. These launches come as the Firm continues to expand its sustainable investment offering in line with Morgan Stanley’s commitment to sustainability, MSIM’s long-term strategy within sustainable investing and growing investor demand for investment products with a focus on sustainable objectives.
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
video
|
Sustainable Investing
• 1-ago-2020
|
Vikram Raju
Head of Impact Investing, Vikram Raju, speaks at the 2020 IPE Congress on climate investing
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sustainable-investing
private-credit-and-equity
Private Credit & Equity
video
|
Sustainable Investing
• 31-lug-2020
|
Vikram Raju
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-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 30-lug-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
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active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 30-lug-2020
|
Kristian Heugh, Marc Fox
Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 29-lug-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.
|
|
|
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private-credit-and-equity
Private Credit & Equity
page
|
Insight Article
• 28-lug-2020
|
Nash Waterman
The AIP Private Markets team explains their framework for selecting companies and constructing a portfolio that seeks to withstand changes in the economic cycle.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Insight Article
• 27-lug-2020
|
Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.
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|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 27-lug-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
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takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 24-lug-2020
|
Andrew Slimmon
In his July TAKE, Andrew Slimmon discusses how behavioral finance again takes the front seat. Many investors remain pessimistic in spite of signs that in fact, 2020 could be a good year for equities.
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 24-lug-2020
|
Anton Heese
Read why we believe investors are correct in seeing that the EU Recovery Fund will succeed in reducing euro sovereign credit risk.
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|
|
|
path market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
PATH
• 23-lug-2020
|
Andrew Harmstone, Manfred Hui, Christian Goldsmith
Alla luce del crescente impatto del coronavirus, il team GBaR fornisce un aggiornamento in merito alle ultime view di mercato e al posizionamento del portafoglio.
|
|
|
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tales-from-the-emerging-world
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 21-lug-2020
|
Ruchir Sharma
In his latest Tales From the Emerging World, Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, notes that though stock valuations have been inflated by lower interest rates, the market remains the best barometer of the economic cycle.
|
|
|
|
fixed-income
Fixed Income
video
|
Video di approfondimento
• 20-lug-2020
|
Jim Caron
Jim Caron, gestore del portafoglio, fa il punto sull’impatto che le politiche monetarie e fiscali hanno avuto sui mercati nel secondo trimestre, e quali sono le implicazioni per la possibile futura ripresa economica.
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|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 20-lug-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Article
• 19-lug-2020
|
International Equity Team
The Morgan Stanley Global Brands Equity Income Fund offers the ability to generate a reasonable level of income without sacrificing long-term performance; in our view, that’s income the right way.
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|
|
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sustainable-investing
active-fundamental-equity
Active Fundamental Equity
page
|
MACRO INSIGHT
• 17-lug-2020
|
Sean Shaw, Steven Quattry, Jessica Whitt, Jorge Chirino
Video gaming is arguably on its way to becoming the world’s new favorite pastime, as advances in technology and new social formats are bringing an activity once considered fringe more deeply into the mainstream.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 16-lug-2020
|
Dirk Hoffmann-Becking, Alex Gabriele
Il settore dei pagamenti inizia ad essere una delle aree più interessanti del mondo fintech. Ce ne parla il nostro team International Equity.
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|
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• 16-lug-2020
|
Patrick Reid,
Gary Chan
ARP are factor-based sources of return that are rules-based and systematically derived. Many ARP seek to be market-neutral or risk-mitigating. Both may be appealing to investors focused on building resilient portfolios.
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|
|
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-lug-2020
|
Global Fixed Income Team
A fronte dell’aumento globale dei tassi di contagio, ci chiediamo se la ripresa dell’economia possa proseguire nonostante i timori sul fronte della salute e dell’occupazione, che incidono negativamente sugli utili e sul potere di spesa.
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|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 13-lug-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 9-lug-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 6-lug-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
video
|
Webinar
• 1-lug-2020
|
Ruchir Sharma,
James Upton
Ruchir e Jim hanno discusso il quadro macroeconomico dei paesi emergenti e identificato i trend di mercato che hanno subito un’accellerazione durante la crisi Covid-19.
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|
|
|
sustainable-investing
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Sustainable Investing
• 1-lug-2020
|
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.
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|
|
|
sustainable-investing
page
|
Sustainable Investing
• 30-giu-2020
|
Navindu Katugampola, Barbara Calvi
The universe of “sustainable bonds” spans a broad set of categories, creating a confusing mosaic for investors to decipher, and leading to accusations of “greenwashing” by critics. The Global Fixed Income Sustainable Investing team explores how they look through the labelling to critically assess sustainable bond issuance within their investment process.
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|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 30-giu-2020
|
Andrew Slimmon
Is the tech sector in bubble territory like it was back in 2000? “Maybe so”, says Andrew Slimmon, “but we believe there are still plenty of reasonably priced names out there.”
|
|
|
|
global-multi-asset-viewpoint market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Global Multi-Asset Viewpoint
• 30-giu-2020
|
Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: "Stars Aligned for Higher Inflation."
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|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 29-giu-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
sustainable-investing
page
|
Sustainable Investing
• 25-giu-2020
|
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.
|
|
|
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resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• 24-giu-2020
|
Kenneth Michlitsch
Fintech-driven alternative lending exhibited resilience during the acute initial phase of the COVID-19 pandemic. Recent data supports continued optimism.
|
|
|
|
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Investment Insight
• 24-giu-2020
|
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.
|
|
|
|
page
|
Video di approfondimento
• 22-giu-2020
|
Susanna Invernizzi
Il Professor Domenico Siniscalco e Susanna Invernizzi discutono il contesto economico e di mercato del settore globale delle infrastrutture alla luce delle nuove politiche fiscali indotte dalla pandemia.
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|
|
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market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 22-giu-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 19-giu-2020
|
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.
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|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 19-giu-2020
|
Jim Caron
Considerando che in molti paesi i tassi d’interesse sembrano destinati a rimanere vicini allo zero o negativi, le obbligazioni saranno efficaci come elemento di diversificazione all’interno dei portafogli? Secondo Jim Caron, gestore di portafoglio della strategia Global Fixed Income, la risposta è “sì”, ma tutto dipende dalla capacità di concentrarsi in modo attivo sull’alpha.
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|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Articolo di approfondimento
• 19-giu-2020
|
Richard Perrott,
Dirk Hoffmann-Becking,
Bruno Paulson
Quali sono le fonti affidabili di reddito per gli investitori nel contesto attuale di mercato? L’analisi del team International Equity.
|
|
|
|
market-pulse
fixed-income
Fixed Income
audio
|
Market Pulse
• 15-giu-2020
|
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 market-pulse
fixed-income
Fixed Income
page
|
Global Fixed Income Bulletin
• 15-giu-2020
|
Global Fixed Income Team
Nonostante l’ondata senza precedenti di dati economici negativi e gli incerti sviluppi del coronavirus, nel mese di maggio i mercati hanno mantenuto la loro traiettoria positiva mettendo a segno un ulteriore rialzo.
|
|
|
|
resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Resilience
• 15-giu-2020
|
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.
|
|
|
|
fixed-income
Fixed Income
page
|
Global Fixed Income Insights
• 15-giu-2020
|
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
fixed-income
Fixed Income
page
|
Market Pulse
• 15-giu-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
resilience
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Capacità di tenuta
• 14-giu-2020
|
Andrew Harmstone, Laura Biancato
I rendimenti stellari degli investimenti finiscono quasi sempre in prima pagina, come i tracolli finanziari, come quelli causati dalla pandemia di Covid-19 o dalla crisi finanziaria del 2008-2009. Raramente, però, leggiamo articoli sulle strategie resilienti che hanno conseguito risultati eccellenti nella gestione della volatilità, generando al contempo rendimenti robusti e competitivi. Eppure, saper gestire la volatilità è fondamentale per sopravvivere a una brusca correzione dei mercati.
|
|
|
|
global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
|
Global Equity Observer
• 12-giu-2020
|
William Lock,
Bruno Paulson
Con l'allentamento delle misure di lockdown, il team International Equity valuta come la pandemia globale abbia dimostrato l'importanza di una presenza digitale per le società.
|
|
|
|
market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
|
Market Alert
• 11-giu-2020
|
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
|
|
|
|
liquidity-watch
liquidity
Liquidity
audio
|
Liquidity Watch
• 10-giu-2020
|
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
active-fundamental-equity
Active Fundamental Equity
page
|
Consilient Observer
• 9-giu-2020
|
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
active-fundamental-equity
Active Fundamental Equity
page
|
TALES FROM THE EMERGING WORLD
• 9-giu-2020
|
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
fixed-income
Fixed Income
page
|
Market Pulse
• 8-giu-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
|
|
|
|
market-pulse
active-fundamental-equity
Active Fundamental Equity
video
|
Market Pulse
• 4-giu-2020
|
Kristian Heugh
Kristian Heugh, responsabile del Global Opportunity team, ha commentato i portafogli da lui gestiti e il proprio processo di ricerca delle migliori idee di investimento.
|
|
|
|
takeaways-key-expectations
solutions-and-multi-asset
Solutions & Multi-Asset
page
|
Takeaways & Key Expectations
• 4-giu-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.
|
|
|
|
liquidity-watch
liquidity
Liquidity
audio
|
Liquidity Watch
• 3-giu-2020
|
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.
|
|
|
|
resilience
active-fundamental-equity
Active Fundamental Equity
page
|
Resilience
• 2-giu-2020
|
Kristian Heugh,
Marc Fox
Investing in high-quality companies—at the right price—may grow investors’ wealth while potentially providing a level of reassurance in falling markets.
|
|
|
|
resilience
active-fundamental-equity
Active Fundamental Equity
page
|
Capacità di tenuta
• 2-giu-2020
|
Kristian Heugh,
Marc Fox
Investire in società di alta qualità al giusto prezzo può non solo generare ricchezza, ma offrire anche una buona protezione nelle fasi di ribasso dei mercati.
|
|
|
|
active-fundamental-equity
Active Fundamental Equity
page
|
Insight Video
• 1-giu-2020
|
Monica Carta,
Richard Perrott
Monica Carta and Richard Perrott discuss the benefits of seeking reliable income in challenging economic environments.
|
|
|
|
market-pulse
fixed-income
Fixed Income
page
|
Market Pulse
• 1-giu-2020
|
Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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resilience
page
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Capacità di tenuta
• 31-mag-2020
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Investire in azioni è rischioso, ma storicamente è stato un rischio che è valso la pena correre
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sustainable-investing
convergence
active-fundamental-equity
Active Fundamental Equity
page
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Convergence
• 30-mag-2020
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Counterpoint Global
Counterpoint Global discusses how Sustainability Research is additive to their existing investment process and converges the pursuit of profits and purpose.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
video
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Market Pulse
• 29-mag-2020
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Mary Sue Marshall,
Stan Delaney
Guarda la registrazione della webcast dove Mary Sue Marshall e Stan DeLaney commentano l’andamento dei portafogli gestiti dal team e raccontano quali sono le loro grandi idee e i temi emergenti che potrebbero portare cambiamenti dirompenti nel mercato.
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sustainable-investing
page
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Sustainability Insight
• 28-mag-2020
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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.
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active-fundamental-equity
Active Fundamental Equity
page
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Media Appearance
• 28-mag-2020
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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.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 28-mag-2020
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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.
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solutions-and-multi-asset
Solutions & Multi-Asset
page
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Insight Article
• 27-mag-2020
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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.
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sustainable-investing
page
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Sustainable Investing
• 26-mag-2020
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Morgan Stanley’s second Sustainable Signals survey of institutional asset owners provides key insights on current trends in sustainable investing.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
page
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Webinar Series
• 26-mag-2020
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William Lock
Watch William Lock discuss the impact of the latest global crisis and portfolio resilience in light of the coronavirus pandemic.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 26-mag-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari.
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private-credit-and-equity
Private Credit & Equity
page
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Press Release
• 21-mag-2020
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Robert Bassman,
David N Miller,
Pete Chung
Ecwid, a leading global software-as-a-service (SaaS) e-commerce company, today announced a funding round of $42 million led by Morgan Stanley Expansion Capital and PeakSpan Capital. Ecwid provides online selling solutions for small businesses and enables them to establish a digital storefront in a matter of hours.
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resilience
active-fundamental-equity
Active Fundamental Equity
page
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Capacità di tenuta
• 21-mag-2020
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Laura Bottega
A nostro giudizio, la “formula” per investire con successo deve contenere due variabili fondamentali: potere di determinazione dei prezzi e ricavi ricorrenti.
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resilience
active-fundamental-equity
Active Fundamental Equity
page
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Capacità di tenuta
• 21-mag-2020
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William Lock,
Laura Bottega
In questo mondo in costante evoluzione, oggi e al di là della pandemia, gli investitori che operano sui mercati azionari globali dovrebbero andare alla ricerca di società resilienti e di team di gestori di portafoglio in grado di individuarle.
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consilient-observer
active-fundamental-equity
Active Fundamental Equity
page
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Consilient Observer
• 20-mag-2020
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Counterpoint Global
We address four myths or popular delusions in the investment industry.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 18-mag-2020
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Richard Ford
I mercati del credito stanno attraversato una fase di grande pressione. Quali considerazioni dovrebbero fare gli investitori? Ecco il parere di Richard Ford, Global Head of Credit. Ascolta ora.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 18-mag-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.
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resilience
active-fundamental-equity
Active Fundamental Equity
page
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Capacità di tenuta
• 18-mag-2020
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Vishal Gupta
Secondo il team Emerging Markets Leaders, la pandemia di coronavirus sta accelerando il processo di localizzazione/diversificazione della filiera produttiva poiché ha spinto le aziende a potenziare la propria resilienza per far fronte allo shock globale.
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global-fixed-income-bulletin market-pulse
fixed-income
Fixed Income
page
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Global Fixed Income Bulletin
• 15-mag-2020
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Global Fixed Income Team
La strada che porterà alla piena ripresa dell’economia potrebbe essere piena di curve, più lungo è il vostro orizzonte d’investimento, più crediamo che dovreste essere fiduciosi.
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market-pulse
fixed-income
Fixed Income
video
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Market Pulse
• 15-mag-2020
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Anton Heese,
Richard Class
Richard Class, Anton Heese e Niccolò Rabitti hanno commentato l’outlook del mercato obbligazionario in risposta alla volatilità delle ultime settimane.
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global-equity-observer
active-fundamental-equity
Active Fundamental Equity
page
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Global Equity Observer
• 15-mag-2020
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Dirk Hoffmann-Becking,
Nic Sochovsky
Le dinamiche e le forze in atto subiranno un’accelerazione sotto l’influenza del Covid-19? L’analisi del team International Equity.
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market-alert market-pulse
solutions-and-multi-asset
Solutions & Multi-Asset
audio
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Market Alert
• 14-mag-2020
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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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fixed-income
Fixed Income
page
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Insight Article
• 14-mag-2020
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Sahil Tandon,
Soledad Lopez,
Mariano Pando
Has the imminent demise of Emerging Markets been greatly exaggerated once again? Find out what the Emerging Markets Debt Team thinks.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 13-mag-2020
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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.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 7-mag-2020
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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.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 4-mag-2020
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Richard Ford
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.
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market-pulse
fixed-income
Fixed Income
page
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Market Pulse
• 4-mag-2020
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Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari.
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private-credit-and-equity
Private Credit & Equity
page
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Press Release
• 4-mag-2020
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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.
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solutions-and-multi-asset
Solutions & Multi-Asset
video
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Insight Video
• 4-mag-2020
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Leslie Delany,
Andrew Slimmon
A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.
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private-credit-and-equity
Private Credit & Equity
page
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Insight Article
• 1-mag-2020
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AIP Private Markets Team
What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.
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market-pulse
active-fundamental-equity
Active Fundamental Equity
video
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Market Pulse
• 30-apr-2020
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William Lock
William Lock e Niccolò Rabitti discutono l’impatto economico delle crisi globali e l’importanza della resilienza durante la pandemia del Coronavirus
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sustainable-investing
fixed-income
Fixed Income
page
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Sustainable Investing
• 30-apr-2020
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Navindu Katugampola
L’epidemia di Covid-19 è un evento dirompente con enormi ripercussioni a livello personale, sociale ed economico. In qualità di investitori obbligazionari, abbiamo individuato sei implicazioni della pandemia che interessano gli investimenti sostenibili.
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market-pulse
fixed-income
Fixed Income
audio
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Market Pulse
• 30-apr-2020
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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.
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