Approfondimenti

Stampa

Filtra per

Lingua

+—

Tutte le lingue

Italiano

Inglese

Spanish

Formato

+—

Articolo

audio

Apparizione sui media

Video

Webinar

Classe di attivo

+—

Investimenti alternativi

Azionario

Obbligazionario

Liquidità

Multi-Asset

Serie

+—

2020 Outlooks

Consilient Observer

EDGE

Global Equity Observer

Global Fixed Income Bulletin

Global Multi-Asset Viewpoint

Market Pulse

News

PATH

Slimmon's TAKE

Market Alert

Takeaways & Key Expectations

Tales From the Emerging World

Temi

+—

Engagement Report

Capacità di tenuta

Sustainable Investing

Team di Gestione

+—

AIP Alternative Lending Group

AIP Hedge Fund Team

AIP Private Markets Team

Active International Allocation Team

Applied Equity Advisors Team

Counterpoint Global

Global Balanced Risk Control Team

Global Emerging Markets Team

Global Fixed Income Team

Global Liquidity Team

Global Listed Real Assets Team

Global Multi-Asset Team

International Equity Team

Morgan Stanley Capital Partners

Morgan Stanley Energy Partners

Morgan Stanley Expansion Capital

Morgan Stanley Infrastructure Partners

Morgan Stanley Private Credit

Morgan Stanley Private Equity Asia

Morgan Stanley Tactical Value Investing

Portfolio Solutions Group

Tipi di approfondimento

+—

Approfondimento sugli investimenti

Press Release

Approfondimenti sulla Sostenibilità

Intervallo di date

+—

Tutto

Ultimo mese

Ultimo trimestre

Ultimo anno

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

Market Pulse • 29-giu-2020 • 7:00 Min
Politica o pandemia: cosa determinerà i prezzi dei titoli? Jim Caron Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

Path • 25-giu-2020
Coronavirus: Le debolezze sui fondamentali cominciano a farsi sentire [Video] Laura Biancato, Andrew Harmstone Laura Biancato, Specialista di Portafoglio del Team GBaR, condivide l'ultimo aggiornamento di mercato del team focalizandosi sull'impatto del Coronavirus

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

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

Articolo di approfondimento • 22-giu-2020
Guarda la registrazione del Web Event “Un caffè con Domenico Siniscalco e Susanna Invernizzi ” del 22 giugno 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.

Market Pulse • 22-giu-2020
3Q 2020: Migliore? Sì. Ma buono abbastanza? 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 • 19-giu-2020
Active Management in Fixed Income: Now More than Ever Jim Caron Given that interest rates are near zero, or negative, in many countries for the foreseeable future, will bonds be useful diversifiers in portfolios? Jim Caron, Global Fixed Income Portfolio Manager, thinks “yes” but the key is an actively managed focus on alpha.

Articolo di approfondimento • 19-giu-2020
La ricerca del reddito Reddito, nel modo giusto 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.

PATH • 18-giu-2020
Coronavirus: Le debolezze fondamentali cominciano a farsi sentire 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 alla luce del diffondersi dell’impatto del coronavirus.

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

Global Fixed Income Bulletin • 15-giu-2020
Il vento sta cambiando: è più che una speranza 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 • 15-giu-2020
Long Short Equity Strategies: "Hedging" Your Bets Eric Stampfel Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.

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

Market Pulse • 15-giu-2020
Una nuova normalità? Niente affatto, il mercato sta solo stabilendo un nuovo range Jim Caron Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

Global Equity Observer • 12-giu-2020
Uno sguardo al futuro: il mondo post-coronavirus 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 • 11-giu-2020 • 3:59 Min
The Disconnect Between the Stock Market and the Economy Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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

Sustainable Investing • 10-giu-2020
ESG and Trends in Reserves Management There is a growing interest in ESG assets amongst central bank reserve managers, a new survey by Morgan Stanley Investment Management and the Institute of International Finance (IIF) finds.

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

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

Market Pulse • 8-giu-2020
Il rally di riapertura e le linee guida della Fed per il futuro Jim Caron Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

PATH • 5-giu-2020
Coronavirus: chi sono gli investitori "Smart Money"? 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 alla luce del diffondersi dell’impatto del coronavirus.

Market Pulse • 4-giu-2020 • 57:19 Min
Guarda la registrazione del Web Event “Un caffè con Kristian Heugh” del 4 giugno 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 • 4-giu-2020
Equity Market Commentary - May 2020 Andrew Slimmon Value stocks historically garner their biggest outperformance coming out of recessions. But investors' emotional conflict between recency bias and opportunity is more acute in this environment.

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

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

Resilience • 2-giu-2020
Lessons from a 21-year-old Warren Buffett 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.

Capacità di tenuta • 2-giu-2020
Lezioni da un Warren Buffett ventunenne 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.

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

Market Pulse • 1-giu-2020
Seguire il denaro per generare performance Jim Caron Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

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

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

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

Market Pulse • 29-mag-2020 • 59:00 Min
Guarda la registrazione del Web Event “Un caffè con Mary Sue Marshall e Stan Delaney” del 29 maggio 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.

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

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

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

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

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

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

Market Pulse • 26-mag-2020
L’ampiezza del mercato è promettente Jim Caron Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari.

Capacità di tenuta • 21-mag-2020
Tenuta degli utili: la nostra formula Laura Bottega A nostro giudizio, la “formula” per investire con successo deve contenere due variabili fondamentali: potere di determinazione dei prezzi e ricavi ricorrenti.

Capacità di tenuta • 21-mag-2020
Resilienza intrinseca 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.

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

Market Pulse • 18-mag-2020
Un’occhiata al mercato del credito con Richard Ford 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.

Market Pulse • 18-mag-2020
Mai dire mai: i pro e i contro dei tassi d'interesse negativi Jim Caron Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

Resiliencia • 18-mag-2020
Las compañías resilientes desarrollan cadenas de suministro resilientes Vishal Gupta Según nuestro equipo Emerging Markets Leaders, la pandemia de coronavirus parece estar acelerando la localización/diversificación de las cadenas de suministro, pues las compañías tratan de reforzar su resiliencia a las perturbaciones globales.

Global Fixed Income Bulletin • 15-mag-2020
La strada lunga e tortuosa 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.

News • 15-mag-2020
Guarda la registrazione dell’evento live “WEB-InvestmentFocus2020 sul mercato obbligazionario” del 15 maggio 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.

Global Equity Observer • 15-mag-2020
L’effetto acceleratore del Covid-19 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.

Market Alert • 14-mag-2020 • 3:42 Min
The Stock Market Looks Forward, So What Does It See Now? Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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

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

Market Pulse • 11-mag-2020
Rapporto sull’occupazione: il peggio è passato? 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 • 7-mag-2020 • 4:31 Min
Bank of England Update and U.K. Outlook [Audio] Anton Heese Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.

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

Market Pulse • 4-mag-2020
Market Pulse con Jim Caron Jim Caron Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari.

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

Press Release • 4-mag-2020

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

AIP Private Markets Team

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

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

Insight Video • 4-mag-2020
Applied Equity Advisors Investment Process Leslie Delany, Andrew Slimmon A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.

Investment Insight • 1-mag-2020
Secondaries v2.0: The Era of Transformation AIP Private Markets Team What are transformational secondaries and why are they attractive ? MSIM's AIP Private Markets Secondaries team answers.

News • 30-apr-2020 • 50:31 Min
Guarda la registrazione del Web Event “Un caffè con William Lock” del 30 aprile William Lock William Lock e Niccolò Rabitti discutono l’impatto economico delle crisi globali e l’importanza della resilienza durante la pandemia del Coronavirus

Sustainable Investing • 30-apr-2020
L’effetto farfalla e il Covid-19: sei implicazioni per gli investimenti sostenibili in un mondo interconnesso 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.

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

Market Pulse • 29-apr-2020

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

Jim Caron

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

Insight Article • 29-apr-2020
Fintech Continues to Disrupt Consumer Lending Kenneth Michlitsch In this article, AIP Alternative Lending Group Portfolio Manager Ken Michlitsch shares his insights on why fintech continues to disrupt consumer lending.

Market Alert • 27-apr-2020 • 3:51 Min
Market Alert with Andrew Slimmon: Stocks…Yes! Market…No! Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Market Pulse • 27-apr-2020
Market pulse con Jim Caron: Una settimana importante per le banche centrali globali Jim Caron Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

APPROFONDIMENTO SUGLI INVESTIMENTI • 24-apr-2020
Guarda la registrazione del Web Event “WEB-InvestmentFocus2020” del 24 aprile Niccolò Rabitti discute con Jim Caron e Andrew Harmstone l’attuale situazione di mercato e i loro posizionamenti di portafoglio Con il contributo straordinario del Prof. Domenico Siniscalco.

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

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

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

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

Market Pulse • 20-apr-2020
Whatever it takes: programmi di prestiti alle imprese, petrolio & riapertura dell’America 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 • 20-apr-2020
Recent Fed Actions: Implications for the High Yield Market Global Fixed Income Team The Fed’s involvement in the high yield market is unprecedented, so there is no prior history to look back upon as a guide. The Global High Yield team explores how the action could impact investors.

Global Fixed Income Bulletin • 16-apr-2020
La fine dell’inizio Global Fixed Income Team Ci auspichiamo che con l’attenuazione della crisi sanitaria gli interventi politici favoriscano il ritorno dell’economia a livelli normali. Ma non possiamo ancora dire quanto profonda sarà la contrazione e quanto si protrarrà nel tempo finché saremo ostaggio del virus.

Market Pulse • 16-apr-2020
La Resilienza Offerta dalle Aziende di Alta Qualita Monica Carta, William Lock Monica Carta, Portfolio Specialist del Global Brands Team, condivide il punto di vista del team sul potenziale impatto della pandemia attraverso la lente della loro strategia di investimento orientata alla qualità

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

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

Market Pulse • 14-apr-2020
Le “opportunità uniche nella vita (European Fixed Income Opportunities Fund) Leon Greyner Le “opportunità uniche nella vita" non accadono spesso, ed è importante approfittarne quando si presentano”, afferma Leon Grenyer, responsabile del Fondo European Fixed Income Opportunities.

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

Market Alert • 8-apr-2020 • 3:35 Min
Is the Bear Headed for Hibernation Soon? Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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

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

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

Market Pulse • 6-apr-2020
Un’occhiata al mercato del credito con Richard Ford 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.

Market Pulse • 6-apr-2020
Market Pulse con Jim Caron: Un aspetto positivo: la volatilità sta calando 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 • 3-apr-2020
Debunking Six Myths About Climate Investing Vikram Raju AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.

Press Release • 3-apr-2020

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

Aaron Sack, David N Miller

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

Path • 2-apr-2020 • 2:56 Min
Fine del primo trimestre: tempo di pensare al prossimo [Audio] Laura Biancato, Andrew Harmstone Laura Biancato, Specialista di Portafoglio del Team GBaR, condivide l'ultimo aggiornamento di mercato del team focalizandosi sull'impatto del Coronavirus

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

Market Pulse • 2-apr-2020

Sviluppare un migliore meccanismo di trasmissione: estensione del credito all'economia reale

Jim Caron

È fondamentale comprendere le funzioni di reazione alle misure progettate per supportare i mercati durante i periodi di crisi, perché in tal modo è possibile ricavare informazioni su quali attività avranno una performance positiva man mano che l’economia si allontana dall’attuale contesto di crisi..

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

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

Insight Article • 31-mar-2020
Increasing Duration Opens Up New Realms for the Private Equity Secondaries Market AIP Private Markets Team The AIP Private Markets Team explores possible solutions to check or reverse the upward trend in duration and allay investors' concerns about increasing their allocation to private equity.

Market Pulse • 31-mar-2020
The Resilience Afforded by High Quality Companies International Equity Team The International Equity team shares their views on the potential impact of the pandemic through the lens of the team’s quality focused investment approach. Listen now.

APPROFONDIMENTO SUGLI INVESTIMENTI • 31-mar-2020
Gestione Attiva: ecco cosa intendiamo Niccolò Rabitti Niccolò Rabitti spiega cosa vuol dire gestire fondi di investimento in modo attivo per Morgan Stanley Investment Management

Global Equity Observer • 31-mar-2020
In cerca di resilienza William Lock, Bruno Paulson In un momento storico senza precedenti, la resilienza è essenziale. Quali sono gli strumenti a disposizione degli investitori per creare un portafoglio resiliente nei momenti difficili? Ce li illustra Bruno Paulson.

Engagement Report • 31-mar-2020
2019 Global Stewardship Report Our 2019 Global Stewardship Report showcases how MSIM is advancing sustainable investing through ESG integration and engagement. The report highlights sustainability engagement case studies on key themes and across investment teams, Firmwide proxy voting statistics and industry collaboration on sustainability initiatives

Engagement Report • 30-mar-2020
Il coinvolgimento è il nostro vantaggio competitivo International Equity Team L’ultimo numero di Engage, l’aggiornamento semestrale del team International Equity sulle attività di coinvolgimento nelle tematiche ESG.

Market Pulse • 30-mar-2020
Market Pulse con Jim Caron 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 • 30-mar-2020
Uno sguardo al mercato del credito con Richard Ford 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.

Path • 27-mar-2020

Approfondimenti

Filtri