Aug 11, 2017
Andrew Harmstone and Christian Goldsmith talk about how evaluating companies in terms of governance can help identify risks.
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Global Fixed Income Bulletin
Aug 11, 2017
The team discusses current monetary policy, the impending end of its accommodative stance and the role of central banks in this environment.
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Market Outlook
Aug 01, 2017
Jim Caron commenta la prima metà del 2017 e spiega come Global Fixed Income Opportunities possa trarre vantaggio dai trend di mercato nella seconda metà dell’anno grazie alla gestione attiva.
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Macro Insight
Aug 01, 2017
An entire industry’s demise was attributable to breaches of environmental standards, says Andrew Harmstone. He and Christian Goldsmith talk about why companies’ environmental records matter to investors.
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Macro Insight
Jul 31, 2017
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “The Bull Case for Sterling”.
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Market Outlook
Jul 31, 2017
Tobacco has long been a steady compounder, even in the face of regulatory pressure. In this piece, the International Equity Team discusses what the FDA’s latest announcement may mean for the industry.
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Macro Insight
Jul 31, 2017
The European Equity Team discusses its outlook for the asset class in July.
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Macro Insight
Jul 31, 2017
This summer, investors briefly fell in love with the bond market, enchanted by a misunderstanding of the relationship between growth, inflation, productivity and wage growth.
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Media Appearance
Jul 27, 2017
Jim Caron examines market reaction to the Federal Reserve’s take on inflation in its June statement.
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Comunicazione
Jul 25, 2017
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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Macro Insight
Jul 17, 2017
Christian Goldsmith talks about how companies’ reputations, risk profiles and returns are influenced by their track records in environmental, social and governance (ESG) issues.
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Global Fixed Income Bulletin
Jul 13, 2017
The team discusses the first half of 2017 and how central bank policies to remove accommodation will play a role in the second half of 2017.
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Macro Insight
Jul 10, 2017
Andrew Harmstone and Christian Goldsmith discuss why ESG factors now play a prominent role in their investment process.
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Macro Insight
Jun 30, 2017
MSIM’s Global Multi-Asset Team discusses their investment views in the latest viewpoint: “What Comes After Australia’s Housing Boom?”
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Media Appearance
Jun 30, 2017
Having won the Platinum award in the Global Equity category, Kristian Heugh shared with Fund Selector Asia his differentiated approach to stock picking.
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Market Outlook
Jun 30, 2017
Il team International Equity analizza l’impatto che lo sbarco di un noto rivenditore online nel ramo della distribuzione alimentare potrebbe avere sul settore dei beni di consumo primari e l’importanza di investire nelle società ritenute meno vulnerabili a eventuali ripercussioni.
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Macro Insight
Jun 30, 2017
The European Equity Team discusses its outlook for the asset class in June.
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Approfondimento macro
Jun 23, 2017
Andrew Harmstone commenta le opportunità e i rischi principali associati ai mercati azionari, obbligazionari ed emergenti e ai Paesi produttori di petrolio.
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Approfondimento macro
Jun 15, 2017
Confrontando le turbolenze nei mercati statunitense e brasiliano legate ai rispettivi presidenti, constatiamo che i rischi politici possono generare un’estrema volatilità nel breve termine. Se questa sia un’opportunità o un rischio dipende dallo stato di salute dell’economia.
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Media Appearance
Jun 15, 2017
Jim Caron discusses how emerging markets fixed income has winning characteristics for the current market environment.
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Global Fixed Income Bulletin
Jun 15, 2017
The team discusses its outlook for third-quarter 2017 and how politics continue to be a distraction rather than a problem.
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Approfondimento macro
Jun 12, 2017
La terza maggiore economia mondiale dipende fondamentalmente dalle due economie più grandi del pianeta: Stati Uniti e Cina. Anche i prezzi del petrolio hanno il loro peso.
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Approfondimento sugli investimenti
Jun 09, 2017
La nostra presenza a Hong Kong ci consente di valutare da una prospettiva privilegiata i rischi e le opportunità d’investimento in Cina, un mercato che in ottica bottom-up offre a nostro avviso un’ampia gamma di titoli tra cui scegliere, in particolare nei settori dei beni di consumo, Internet, sanità e istruzione.
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Approfondimento macro
Jun 02, 2017
Quali strumenti offrono rendimenti capaci di tenere il passo con l’inflazione? Andrew Harmstone propone alcuni suggerimenti.
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Approfondimento macro
Jun 01, 2017
Le prospettive dei Paesi Emergenti variano a seconda dei casi, spiega Andrew Harmstone. I fattori da tenere presente sono la natura delle esportazioni (prodotti finiti o materie prime) e, soprattutto, l’ancoraggio della valuta al dollaro statunitense.
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Investment Insight
May 31, 2017
Il Team International Equity di Morgan Stanley discute sui possibili vincitori e vinti nel settore informatico e sul perchè l’area Sowtware e Servizi IT sia un’interessante fonte di compounder di elevata qualità.
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Approfondimento macro
May 19, 2017
L’epoca dell’allentamento monetario (QE) – il supporto vitale offerto dalle banche centrali dal 2008 – potrebbe essere arrivata al termine. Andrew Harmstone argomenta le previsioni sulle maggiori economie mondiali, includendo inoltre le potenziali complicazioni che esse potrebbero incontrare.
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Macro Insight
May 18, 2017
Andrew Harmstone comments upon the outcome of the French election and what impact it may have upon Europe, the UK and the GBaR teams’ portfolios.
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Media Appearance
May 18, 2017
Rui De Figueiredo, Co-Head and Chief Investment Officer of the Solutions & Multi-Asset Group for Investment Management appeared on Bloomberg TV and discussed market volatility, equity valuations and his investment strategy.
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Macro Insight
May 11, 2017
Jim Caron discusses his views on the current low volatility environment.
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Global Fixed Income Bulletin
May 10, 2017
The team discusses the recent French elections as well as proposed tax plan and regulatory changes in the U.S.
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Approfondimento sugli investimenti
May 02, 2017
I recenti eventi di mercato hanno mostrato secondo noi una buona opportunità per investire nei titoli cartolarizzati globali, che offrono un carry interessante, una sensibilità ai tassi di interesse relativamente bassa e storicamente, una debole correlazione con le altre asset class.
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Market Outlook
Apr 30, 2017
Consumer Staples has always been a core part of the team’s portfolios, but life has become more complex in Staples-land. The International Equity Team explains why predictability has value in this uncertain world.
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Investment Insight
Apr 28, 2017
The Growth Team examines machine learning, a new way to train computer systems to generate useful insights from data sets and apply those insights to new situations. This form of artificial intelligence has the potential to breed new industries and create efficiencies in existing ones.
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Approfondimento macro
Apr 25, 2017
Bruno Paulson spiega perché la performance dei titoli dei beni di consumo primario sia dovuta agli utili aziendali più che ai tassi di interesse.
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Approfondimento sugli investimenti
Apr 21, 2017
Ampliando uno studio accademico alle azioni globali, il team Global Opportunity dimostra come i portafogli con un active share elevata abbiano storicamente sovraperformato. Il team illustra inoltre l’importanza di un atteggiamento di lungo termine nella detenzione dei titoli per concentrarsi su idee ad alta convinzione di tipo bottom-up per i portafogli dei clienti.
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Approfondimento macro
Apr 20, 2017
Bruno discute come le società di elevata qualità siano in grado di fornire una fonte sostenibile di income senza sacrificare l’apprezzamento del capitale.
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Approfondimento macro
Apr 17, 2017
Un’onda di distruzione creatrice sta trasformando il settore dell’energia. La transizione in atto potrebbe trasformare la componente “ambientale” dei fattori ESG (ambientali, sociali e di governance) in un importante propulsore della crescita economica.
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Global Fixed Income Bulletin
Apr 11, 2017
The team discusses its outlook for second-quarter 2017 and the Federal Reserve’s current strategy for interest rates.
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Market Outlook
Mar 31, 2017
Andrew Slimmon, Senior Portfolio Manager and Head of Applied Equity Advisors, is a contributor to U.S. News & World Report. In this article he explains that while it might be tough to make near-term advances, 2017 could end up being a big year for equities.
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Mar 31, 2017
In questo video, Richard Lindquist ci spiega perchè crede che le obbligazioni high yield rimarranno una delle opzioni di investimento più interessanti tra gli obbligazionari, soprattutto data l’attuale fase di rialzo dei tassi.
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Approfondimento sugli investimenti
Mar 30, 2017
In questo video, Richard Lindquist sottolinea i potenziali vantaggi competitivi che gli emittenti middle-market, rispetto agli emittenti più grandi, possono offrire agli investitori all’interno del mercato obbligazionario high yield.
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Macro Insight
Mar 23, 2017
Ashutosh Sinha discusses the importance of the investment team’s visits to EM companies and understanding changing consumer behavior.
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Approfondimento macro
Mar 23, 2017
Le relazioni pericolose, un romanzo francese pubblicato nel 1782, fu considerato uno scandalo. In modo analogo, le imminenti elezioni francesi sono potenzialmente piene di scandali e alcuni si preoccupano per la pericolosa relazione con l’estrema destra. Vediamo qualche pericolo sotto forma di volatilità sul mercato, ma crediamo che chi è disposto a sopportare i rischi politici potrebbe essere ricompensato.
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Macro Insight
Mar 23, 2017
Ashutosh Sinha discusses how the investment team seeks pockets of growth amidst the changing landscape of emerging markets.
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Approfondimento macro
Mar 19, 2017
Il caso dei titoli infrastrutturali globali quotati
19 marzo 2017
Matt King, gestore del team Global Listed Real Assets, condivide la sua proposta d’investimento sui titoli infrastrutturali globali quotati.
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Approfondimento sugli investimenti
Mar 16, 2017
All’inizio del 2017, Il team Global Listed Real Assets coglie l’opportunità di esplorare l’impatto dell’evoluzione dell’attuale panorama geopolitico sulle infrastrutture negli Stati Uniti, in particolare alla luce delle elezioni presidenziali statunitensi e dell’incertezza insita nella transizione di potere.
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Media Appearance
Mar 16, 2017
Jim Caron discusses the market takeaways from the Federal Reserve’s interest rate hike.
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Global Fixed Income Bulletin
Mar 13, 2017
The team discusses interest rates, fiscal policy and the current environment of global markets.
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Investment Focus
Mar 01, 2017
Citing Daniel Kahneman and his work on “behavioral finance”, the Real Estate Research & Strategy team argue in this thought piece that investors should avoid reading too much into the daily noise surrounding the markets. With low probability of a U.S. recession in the near term, muted short-term risks in commercial real estate and the attractiveness of core real estate, investors can take advantage of the current fear to find attractive entry points for long-term investments.
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Macro Insight
Mar 01, 2017
The globalization trends that once drove economic growth and markets are in retreat. Ruchir Sharma looks at the key themes that are emerging as protectionism rises.
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Approfondimento sugli investimenti
Feb 28, 2017
Dato il rischio di rialzo dei tassi di interesse, gli investitori stanno cercando di capire dove è meglio posizionarsi nel mercato obbligazionario. In questo documento Richard Lindquist spiega perché secondo lui la risposta sia, ora più che mai, l’High Yield.
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Approfondimento macro
Feb 21, 2017
Il buon andamento dell’economia globale e i segnali di ripresa degli investimenti in conto capitale sono “fatti” positivi compensati da alcuni preoccupanti “fatti dannati” e da una serie di “fatti alternativi” che confondono le acque.
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Investment Insight
Feb 17, 2017
The team summarizes how they see the beginning of 2017 as having near ideal conditions for convertible bonds relative to other asset classes.
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Investment Insight
Feb 09, 2017
The team discusses U.S. policy, potential fiscal reform and their impact on global markets.
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Media Appearance
Feb 09, 2017
Andrew Slimmon discusses how earnings expectations can see a big boost from U.S. tax reform and fiscal policy.
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Media Appearance
Feb 08, 2017
During a CNBC appearance, Ruchir Sharma provides his outlook on the markets in what he calls the new age of deglobalization.
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Media Appearance
Feb 08, 2017
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management, talks about Japan's economy and currency ahead of this week's meeting between Japanese Prime Minister Shinzo Abe and U.S. President Donald Trump and looks at the U.S. Dollar's strength against global currencies. He speaks on "Bloomberg Daybreak: Americas."
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Media Appearance
Feb 08, 2017
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management, explains why President Donald Trump will not be able to achieve four percent growth for the U.S. economy. He speaks on "Bloomberg Daybreak: Americas."
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Media Appearance
Feb 08, 2017
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management, examines the differences between European politics and economic data ahead of various elections throughout this year. He speaks on "Bloomberg Daybreak: Americas."
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Media Appearance
Feb 08, 2017
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management, discusses market expectations for corporate tax reform and his view that oil is stuck in a trading range. He speaks on "Bloomberg Daybreak: Americas."
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Media Appearance
Feb 03, 2017
Andrew Slimmon weighs in on the rally in financials as President Trump moved to reduce regulation in the sector.
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Approfondimento sugli investimenti
Jan 31, 2017
Warren Buffett, conosciuto in tutto il mondo come pioniere e grande sostenitore degli investimenti a lungo termine, è molto ammirato e seguito, ma curiosamente poco imitato dai gestori di portafogli azionari long-only destinati agli investitori istituzionali. In questa intervista esclusiva, William Lock, responsabile del team International Equity, prova a illustrarne i motivi e ci spiega in che modo la strategia Global Franchise (strategia madre del Global Brands e global Brands Equity Income) incorpora la filosofia di Buffett nell’ambito di un approccio d’investimento globale consolidato e di successo che si rivolge agli investitori azionari istituzionali e professionali.
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Media Appearance
Jan 31, 2017
Jim Caron discusses removing central bank dependencies from economic activity by creating a dynamic that encourages business investment and capital expenditures.
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Investment Insight
Jan 25, 2017
The Growth Team analyzes clustered regularly interspaced short palindromic repeats (CRISPR), a new tool for genetic research that allows scientists to locate specific segments of DNA and then replace or delete those segments. For investors, it has the potential to birth new industries and disrupt existing medical treatments.
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Approfondimento sugli investimenti
Jan 12, 2017
Il team discute il cambiamento di regime che sta avvenendo sul mercato obbligazionario, l'importanza della gestione attiva e le caratteristiche vincenti per il 2017.
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Investment Insight
Jan 09, 2017
ESG factors are integral to assessing the quality of a company. A holistic approach to sustainability may help minimize risk events and identify opportunities characterized by competitive advantages.
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Approfondimento sugli investimenti
Jan 01, 2017
Il Team di investimento spiega il proprio approccio alla generazione di reddito derivante dal processo di asset allocation alla base del fondo MS INVF Global Balanced Income.
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2017 Outlook
Dec 31, 2016
Relatively flat earnings meant the stock market barely budged for 18 months (between January 2015 and July 2016.) Only as earnings projections finally started to move higher did equity prices follow. The past two years have really not been more complicated than that.
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Approfondimento macro
Dec 22, 2016
Gli investitori nel breve termine hanno molto di cui rallegrarsi, ma nel lungo periodo potrebbe sorgere il pericolo di un “treno inarrestabile” nel caso in cui si manifestassero pressioni inflazionistiche. Il nuovo “impianto frenante” della Fed potrebbe presto essere messo alla prova.
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Global Fixed Income Insights
Dec 22, 2016
Jim Caron spiega perchè è cruciale avere un portafoglio bilanciato nel 2017
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Approfondimento sugli investimenti
Dec 21, 2016
È l’alto rendimento e non l’alta qualità a fare tendenzialmente meglio nei mercati obbligazionari quando i tassi cominciano a salire.
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Media Appearance
Dec 19, 2016
Jim Caron discusses the need for interest rate normalization and potential positive side effects of rising rates.
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Market Outlook
Dec 15, 2016
Il team European Equity discute le proprie previsioni per l'asset class nel 2017.
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Macro Insight
Dec 15, 2016
Bonds are still an important component of portfolio diversification, but it’s now crucial for investors to get the right mix of credit and maturities, says Morgan Stanley Investment Management’s Jim Caron.
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Market Pulse
Dec 04, 2016
On the back of de-levered balance sheets and strong employment growth, consumers are expected to drive the next wave of economic growth in developed markets. This should give rise to attractive core, value-add and opportunistic real estate strategies in the retail and logistics sector over the coming years.
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Global Fixed Income Bulletin
Nov 30, 2016
Il Team di Investimento discute i driver di performance del bond market nel 2017 e il contesto politico globale in seguito alle elezioni presidenziali americane
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Macro Insight
Nov 18, 2016
The fines companies suffer for environmental, social and governance violations are now too large for investors to ignore, says Morgan Stanley Investment Management manager, Andrew Harmstone.
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Media Appearance
Nov 16, 2016
Jim Caron discusses his views on the shift to a more positive U.S. economic outlook in his appearance on CNBC.
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Approfondimento macro
Nov 15, 2016
In seguito all’inattesa vittoria di Donald Trump, il processo d’investimento a rischio controllato del team GBaR consente di mitigare con prudenza il rischio associato all’evento. In questo articolo analizziamo le possibili implicazioni dell’esito elettorale sui mercati.
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Nov 10, 2016
MSIM's senior investors shared their insight on the U.S. presidential election’s potential economic impact.
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Macro Insight
Nov 09, 2016
Jim Caron, global fixed income portfolio manager, gives his immediate reaction to Trump’s win, and says investors should play the contrarian. Here are his takeaways.
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Media Appearance
Nov 01, 2016
Jim Caron discusses rising inflation expectations as he sees central banks moving away from low-rate policies.
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Global Fixed Income Bulletin
Oct 31, 2016
The team discusses economic fundamentals, the global political environment and their potential impact on fixed income markets.
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Global Fixed Income Insights
Oct 20, 2016
Morgan Stanley’s Jim Caron looks at the pros and cons of fixed income investing, at a time when the rally in yields appears to be petering out.
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Media Appearance
Oct 20, 2016
Andrew Slimmon discusses how the market is surviving uncertainty and why he sees earnings recovery in 2017.
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Approfondimento sugli investimenti
Oct 18, 2016
Uno sguardo al modo in cui le società di alta qualità sono presenti nella nostra vita quotidiana, e una breve presentazione dei tre approcci d’investimento in società di alta qualità seguiti dal team International Equity.
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Approfondimento macro
Oct 17, 2016
Il crollo del prezzo del petrolio dello scorso anno ha aperto uno spread tra i settori High Yield Americano ed Europeo, che è rimasto ampio nonostante il prezzo del barile si sia stabilizzato, creando un’opportunità d’investimento.
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Global Fixed Income Bulletin
Oct 11, 2016
The team discusses the current interest-rate environment, central bank policy and potential risks for the remainder of the year.
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Approfondimento macro
Oct 10, 2016
La fonte energetica meno rispettosa dell’ambiente rappresenta ora il celebre “canarino nella miniera di carbone” che mette in guardia le altre aziende e industrie che ancora respingono le pratiche commerciali ESG.
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Media Appearance
Oct 01, 2016
During a MSNBC appearance, Ruchir Sharma discussed key themes from his book, The Rise and Fall of Nations.
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Media Appearance
Sep 30, 2016
Ashutosh Sinha, Portfolio Manager of the Emerging Markets Leaders strategy, shares his top picks in the emerging market universe where he finds growth and quality management at a reasonable price.
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Approfondimento sugli investimenti
Sep 28, 2016
William Lock, Head of International Equity Team, condivide alcune lezioni chiave apprese in oltre 20 anni di investimenti focalizzati sulla qualità
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Approfondimento macro
Sep 23, 2016
La scarsa credibilità delle banche centrali ha creato una potenziale di volatilità sui mercati. Ciò rischia di determinare una correzione nei rendimenti obbligazionari esposti ad anomalie di prezzo, gettando basi più solide per futuri utili.
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Media Appearance
Sep 23, 2016
Jim Caron on Bloomberg TV discusses the Fed’s impact on the yield curve and how to hedge the market.
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Media Appearance
Sep 20, 2016
Andrew Slimmon, head and senior portfolio manager, Applied Equity Advisors, discusses how a potential Fed rate hike could help banks and financials in the medium- to long-term.
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Macro Insight
Sep 15, 2016
Ashutosh Sinha discusses how what he believes are some of the best growth stories in the world can be found in the emerging markets.
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Media Appearance
Sep 15, 2016
Jim Caron discusses the bond market reaction to weaker retails sales and central bank policies in his appearance on CNBC TV’s Squawk on the Street with Rick Santelli.
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Macro Insight
Sep 07, 2016
With a variety of indicators—market breadth, economic activity, resurgence in value stocks—suggesting the market is healthy, we believe investors should hold tight and beware doomsday headlines.
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Connecting the Dots
Sep 01, 2016
Amay and Swanand believe that investors will witness an unprecedented shift from capital deficit to abundance in the Indian economy in a global environment of zero or even negative interest rates.
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Global Fixed Income Bulletin
Sep 01, 2016
The team discusses the full calendar of central bank policy meetings in September and potential implications.
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Media Appearance
Aug 26, 2016
Andrew Slimmon discusses his thoughts involving rate cycles and navigating the global economy while finding security in U.S. markets.
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Investment Insight
Aug 25, 2016
While emerging market stocks are experiencing a revival, Ashutosh Sinha discusses how he seeks to weather the market’s booms and busts.
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Media Appearance
Aug 22, 2016
In advance of the upcoming Federal Reserve’s Jackson Hole meeting and the next meeting of the Bank of Japan, Jim Caron discussed his views on managing investment strategies around central bank policy in his appearance on Bloomberg.
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Connecting the Dots
Aug 01, 2016
Amay and Swanand believe that there are multiple paths to investing success, and the critical thing for investors is to find theirs and stick to it through the ebbs and flows of market tide.
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Approfondimento sugli investimenti
Jun 30, 2016
Bruno e Christian presentano la tesi a supporto dei cosiddetti “compounders”, società di elevata qualità che secondo loro offrono valutazioni attraenti rispetto al loro valore intrinseco di lungo periodo e rispetto al mercato
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INVESTMENT FOCUS
May 27, 2016
Gli investitori devono tenere conto di un nuovo rischio dato che gli effetti del QE svaniscono. I premi per il rischio, non i fondamentali, stanno guidando le performance degli asset. I rischi di correlazione dunque rendono più difficile la diversificazione.
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Video
Apr 20, 2016
Ashutosh talks us through why some of the best growth anywhere in the world is still to be found in the emerging markets.
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Video
Apr 20, 2016
Ashutosh ci spiega perché i mercati emergenti offrono ancora le migliori opportunità di crescita al mondo.
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Video
Mar 01, 2016
Kristian Heugh defines the key differentiators and core values of his team’s investment process, focusing on competitive advantage and quality companies able to create value through growth.
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Investment View
Dec 29, 2015
Nic Sochovsky, a portfolio manager on the International Equity Team, discusses the team’s significant exposure to what they consider high-quality Consumer Staples.
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Investment View
Oct 08, 2015
Kristian takes the opportunity to answer some of the most frequently asked questions he gets from Clients and Consultants.
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