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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  24-feb-2021

Equity Market Commentary - February 2021 

Andrew Slimmon
In his February TAKE, Andrew Slimmon explains an indicator he has watched spanning back to his days as a financial advisor in the 1990s.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  24-feb-2021

Insta-engagement 

Bruno Paulson, Laura Bottega
Having engaged with company management and their boards for more than 20 years, Bruno Paulson explains why the International Equity team favours meaningful long-term engagement over faddy box-ticking.

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sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  24-feb-2021

Assess, Engage, Perform: The Value of ESG Integration within High Yield 

Sarah Harrison, Navindu Katugampola, Barbara Calvi
Integrating ESG considerations into the high yield market presents both challenges and opportunities for investors. The Global Fixed Income team provides tangible examples of how their ever-evolving ESG framework has helped contribute to both alpha generation and risk mitigation in the last year.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  22-feb-2021  •  10:22 Min

Clearing Initial Hurdles on the Track to Recovery 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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sustainable-investing path solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  16-feb-2021

Socially Divided 

Andrew Harmstone
The struggles of workers during the COVID-19 pandemic have brought into sharp focus long-standing social issues that affect every sector of the economy. The Global Balanced Risk Control Team looks at the investment implications.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  16-feb-2021  •  8:04 Min

Rising Yields v Sustainable Growth: What Tips the Scales? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
Convergence  •  16-feb-2021

Culture Quant Framework 

Counterpoint Global
Company culture is essential to unleashing the ingenuity that drives intangible investments, yet it continues to defy quantification. Counterpoint Global identified employee retention as a significant indicator of culture. They show how it correlates with attractive stock returns and how this analysis is integrated into their Sustainability Research process.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-feb-2021

Alea iacta est ('the die is cast') 

Global Fixed Income Team
We want to own those areas that can withstand further macro/virus volatility and higher yields but have enough yield/spread to offer reasonable 2021 returns.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  12-feb-2021

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox, Emily Tsui
The Global Opportunity team shares its annual report on ESG engagement activity.

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active-fundamental-equity Active Fundamental Equity audio
Insight audio  •  12-feb-2021  •  6:31 Min

Emerging Market Allocation: How Much to Own? 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, reviews three key approaches to answer the most popular question her team gets asked – "How much should we invest in EM?"

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active-fundamental-equity Active Fundamental Equity audio
Insight audio  •  12-feb-2021  •  5:43 Min

Why We Believe Emerging Markets Are Poised for a Comeback 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines four trends she believes will lead to an EM comeback in the next five to ten years.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  10-feb-2021

The Rise of Hedge Fund Co-Investments 

Jarrod Quigley
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  9-feb-2021

Why Crypto Is Coming Out of the Shadows 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, looks at how cryptocurrencies are rapidly gaining popular support as alternatives to gold and the dollar.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  9-feb-2021

All we are saying is give EAFE a chance 

Bruno Paulson
Bruno Paulson suggests reasons to believe it may be possible for EAFE to “out-earn” the U.S. in 2021 and beyond.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  8-feb-2021

Emerging Market Allocations: How Much to Own? 

Global Emerging Markets Team
The Global Emerging Markets Team argues that most investors own far less in EM than logical allocation models recommend, and are poised to miss an EM comeback.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  8-feb-2021  •  9:04 Min

Some Like it Hotter: The Inflation Debate Between Janet Yellen and Larry Summers 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  4-feb-2021

A Low Carbon Tilt to Global Multi-Asset Investing  

Andrew Harmstone, Li Zhang, Christian Goldsmith
Not many multi-asset funds can say they invest with an eye toward the Paris Agreement’s objective of limiting global warming to 1.5° C. But the Global Balanced Sustainable Fund does just that.

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Insight Article  •  1-feb-2021

Press Release to the Announcement pursuant to Section 14 para. 3 sentence 1 no. 2 of the German Securities Acquisition and Takeover Act (Wertpapiererwerbs- und Übernahmegesetz – WpÜG)  

As of today, the offer document for the voluntary public takeover offer (cash offer) of Kublai GmbH, Frankfurt am Main, Germany, an affiliate of funds managed and advised by Morgan Stanley Infrastructure Inc., to the shareholders of Tele Columbus AG, Berlin, Germany, for the acquisition of their registered no-par-value shares in Tele Columbus AG (ISIN DE000TCAG172) as well as its non-binding English convenience translation are available for distribution free of charge at BNP Paribas Securities Services S.C.A., Frankfurt Branch, Europa-Allee 12, 60327 Frankfurt am Main, Germany.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  1-feb-2021  •  5:01 Min

Market Alert with Andrew Slimmon: Volatile Markets Can Create Opportunities. Have a Plan. 

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  •  1-feb-2021

Market Pulse: Nonostante la volatilità, manteniamo la nostra tesi sulla reflazione 

Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-gen-2021

Avoiding losing money in equities 

Bruno Paulson
For earnings that can hold up in tough times, the International Equity Team explains why they advocate for high quality compounders.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  26-gen-2021

Promising Signs for Securitized Products 

Gregory Finck
The impacts of COVID-19 on risk and performance across securitized sectors have varied significantly. Yet, the Securitized Fixed Income team believes the market has reasonably adjusted credit spreads to reflect current risk profiles making a promising outlook for securitized assets in 2021.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  25-gen-2021

Market Pulse: Il mercato si aspetta un boom nel secondo trimestre; il virus potrebbe pensarla diversamente 

Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  20-gen-2021

Seeking Value in European High Yield 

Sarah Harrison, Shane McNamara
A closer look at the European High Yield sector reveals an improvement in quality over the long-term. Read why the Global Fixed Income team believes there is a compelling case to be made for investing in this sector in 2021.

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2021-outlooks real-assets Real Assets page
2021 Outlooks  •  19-gen-2021

2021 Global Real Estate Outlook: Recovery, Re-Pricing and Reflationary Fundamentals 

Morgan Stanley Real Estate Investing
The uneven nature of the depth and timing of the expected economic recovery means more differentiated real estate investing opportunities. Morgan Stanley Real Assets Investing provide investors with an insight into what the new real estate cycle being ushered in may bring.

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2021-outlooks real-assets Real Assets page
Prospettive di mercato per il 2021  •  19-gen-2021

Prospettive del settore immobiliare per il 2021: ripresa, revisione dei prezzi e fondamentali reflazionistici 

Morgan Stanley Real Estate Investing
La natura disomogenea che caratterizza l’entità e le tempistiche dell’attesa ripresa economica evidenzia una marcata differenza tra le opportunità di investimento immobiliari. Morgan Stanley Real Assets Investing fornisce agli investitori un approfondimento su cosa è possibile attendersi nella nuova fase del mercato immobiliare che si appresta ad iniziare.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  19-gen-2021

Market Pulse: riflettori puntati sul pacchetto di stimoli di Biden 

Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla

fixed-income-managed-solutions-team-tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  15-gen-2021

Market Timing in Private Investments 

Portfolio Solutions Group
In this paper, the PSG Team analyzes whether GPs have been able time the market and increase investments in favorable years. The team concludes that GPs have not historically taken advantage of market timing and thus investors should increase their commitments in order to obtain the desired exposure to investments at favorable valuations.

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global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-gen-2021

Tutto è cambiato… Nulla è cambiato: Rendimenti straordinari in un anno straordinario  

Global Fixed Income Team
Il nostro team Global Fixed Income valuta lo straordinario 2020 appena conclusosi, sostenendo che nel 2021 saranno le politiche monetarie e fiscali a svolgere un ruolo di primo piano nel determinare la performance degli strumenti d'investimento.

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2021-outlooks tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Storie dal mondo emergente  •  12-gen-2021

I dieci trend principali per il 2021 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist e Head of Emerging Markets, rivela quelle che considera le dieci principale tendenze del 2021.

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2021-outlooks active-fundamental-equity Active Fundamental Equity video
2021 Outlooks  •  12-gen-2021

Outlook di mercato 2021 in 60 secondi: Ruchir Sharma - Emerging Markets Equity Team 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist e Head of Emerging Markets, rivela quelle che considera le dieci principale tendenze del 2021.

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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  11-gen-2021

Today’s Hedge Funds: Solutions to a 60/40 Problem 

Mark van der Zwan
With risk markets near historical highs and rates near zero, return expectations for traditional 60% equity /40% bond (60/40) portfolios are at the lowest level they’ve been in more than ten years. Against this backdrop, we see renewed interest in hedge funds, particularly in strategies that have evolved to complement 60/40 risk in very specific ways. Four strategies worth highlighting are high active risk, opportunistic investments, alternative yield and risk mitigation.

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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  11-gen-2021

Ora diventa più complicato 

Andrew Slimmon
Anche se ci aspettiamo che il 2021 sia complessivamente un anno positivo per i listini azionari, dobbiamo anticipare che la strada è ancora in salita e sarà caratterizzata da un elevato grado di volatilità. Queste sono le opinioni di Andrew Slimmon, responsabile del team Applied Equity Advisors.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  11-gen-2021

Fino a che livello possono arrivare i rendimenti prima che la situazione precipiti? 

Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  11-gen-2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

Kevin Lynyak
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2021 Outlooks  •  11-gen-2021

Outlook di mercato 2021 in 60 secondi: Andrew Slimmon - Applied Equity Advisors Team 

Andrew Slimmon
Anche se ci aspettiamo che il 2021 sia complessivamente un anno positivo per i listini azionari, dobbiamo anticipare che la strada è ancora in salita e sarà caratterizzata da un elevato grado di volatilità. Queste sono le opinioni di Andrew Slimmon, responsabile del team Applied Equity Advisors.

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2021-outlooks path solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  10-gen-2021

The Haze of Uncertainty Is Lifting 

Andrew Harmstone
Economic uncertainty wrought by COVID-19 and U.S. politics is dissipating. Our Global Balanced Risk Control Team discusses several likely growth catalysts in 2021 and what they mean for our positioning.

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2021-outlooks path solutions-and-multi-asset Solutions & Multi-Asset page
2021 Outlooks  •  10-gen-2021

La nebbia delle incertezze si sta diradando 

Andrew Harmstone
Le incertezze economiche causate dal Covid-19 e dalla politica statunitense stanno venendo meno. Il nostro team Global Balanced Risk Control discute dei diversi probabili eventi chiave per la crescita nel 2021 e delle loro implicazioni in termini di posizionamento.

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2021-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2021 Outlooks  •  10-gen-2021

Outlook di mercato 2021 in 60 secondi: Andrew Harmstone - Global Balanced Risk Control Team 

Andrew Harmstone
Le incertezze economiche causate dal Covid-19 e dalla politica statunitense stanno venendo meno. Il nostro team Global Balanced Risk Control discute dei diversi probabili eventi chiave per la crescita nel 2021 e delle loro implicazioni in termini di posizionamento.

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fixed-income Fixed Income page
Webinar  •  5-gen-2021

Webinar: The Case for Investing in Euro Short Duration Fixed Income 

Richard Class
Richard Class, portfolio manager on the Global Fixed Income team talks about the rule of Short Duration Fixed Income Funds against the backdrop of low-interest rate environment.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  4-gen-2021

Buone prospettive per il debito dei mercati emergenti 

Eric Baurmeister, Warren Mar, Sahil Tandon
Ci sono tutti i presupposti per una sovraperformance del debito emergente nel 2021. Un contesto mondiale caratterizzato da accomodamenti monetari stabili e prolungati nel tempo, dalla prospettiva della somministrazione di vaccini anti-Covid su vasta scala e dalle aspettative di nuovi stimoli fiscali, specie negli Stati Uniti, dovrebbe dare un forte impulso ai segmenti più sensibili alla crescita di questa classe di attivo.

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2021-outlooks fixed-income Fixed Income video
2021 Outlooks  •  4-gen-2021

Outlook di mercato 2021 in 60 secondi: Emerging Markets Debt 

Eric Baurmeister
Ci sono tutti i presupposti per una sovraperformance del debito emergente nel 2021. Un contesto mondiale caratterizzato da accomodamenti monetari stabili e prolungati nel tempo, dalla prospettiva della somministrazione di vaccini anti-Covid su vasta scala e dalle aspettative di nuovi stimoli fiscali, specie negli Stati Uniti, dovrebbe dare un forte impulso ai segmenti più sensibili alla crescita di questa classe di attivo.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  4-gen-2021

Rolling With the Punches: Why Investors Should Consider Convertibles in 2021  

Tom Wills
2020 will go down as an awful year in history, but as investors it is always important to look for opportunities created by major events. Tom Wills, Lead Portfolio Manager for Convertible Bonds, explains why amidst all of the devastation of 2020, convertible bonds thrived.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  4-gen-2021

Un futuro sostenibile? I cinque temi d’investimento sostenibile che plasmeranno il 2021 

Navindu Katugampola, Barbara Calvi
2020 se caracterizó por un renovado protagonismo de la sostenibilidad entre los inversores y los emisores. El equipo Sustainable Fixed Income destaca cinco ámbitos de interés para la renta fija relativos a la inversión sostenible para el año que tenemos por delante.

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2021-outlooks fixed-income Fixed Income video
2021 Outlooks  •  4-gen-2021

Outlook di mercato 2021 in 60 secondi - I cinque temi d’investimento sostenibile che plasmeranno il 2021 

Barbara Calvi, Navindu Katugampola
Il 2020 è stato caratterizzato da un rinnovato accento posto sulla sostenibilità da parte di investitori ed emittenti. Il team Sustainable Fixed Income mette in evidenza cinque tematiche di investimento sostenibile rilevanti nel prossimo anno per gli investitori obbligazionari.

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2021-outlooks fixed-income Fixed Income page
Prospettive di mercato 2021  •  4-gen-2021

Prospettive 2021 – Mercati creditizi: investire sulla reflazione indotta dal vaccino, vendere i titoli esposti a un'inversione delle politiche 

Global Fixed Income Team
Il team Global Credit ritiene che nel 2021 l'economia globale dovrebbe mettere a segno una robusta crescita alla luce della dichiarata intenzione delle banche centrali di mantenere una politica accomodante anche a fronte di un aumento dell'inflazione, delle misure di sostegno alla crescita promesse dai leader mondiali e degli investimenti aziendali mirati ad approfittare degli stimoli fiscali e del basso costo del debito.

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2021-outlooks fixed-income Fixed Income video
2021 Outlooks  •  4-gen-2021

Outlook di mercato 2021 in 60 secondi 

Richard Ford
Il team Global Credit ritiene che nel 2021 l'economia globale dovrebbe mettere a segno una robusta crescita alla luce della dichiarata intenzione delle banche centrali di mantenere una politica accomodante anche a fronte di un aumento dell'inflazione, delle misure di sostegno alla crescita promesse dai leader mondiali e degli investimenti aziendali mirati ad approfittare degli stimoli fiscali e del basso costo del debito.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  4-gen-2021  •  7:25 Min

Yields Are Low, But Fixed Income Opportunities Exist if You Know Where to Look 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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2021-outlooks fixed-income Fixed Income page
2021 Outlooks  •  31-dic-2020

Dalla solvibilità agli stimoli: le implicazioni di un cambio delle politiche per gli investitori obbligazionari 

Michael Kushma, Jim Caron
Nonostante i bassi livelli dei tassi d’interesse, il 2021 offre molte opportunità d’investimento, ma solo se si sa dove cercare. Michael Kushma, Chief Investment Officer per il Global Fixed Income Team e Jim Caron, Portfolio Manager e Head of Global Macro Strategies, ci rivelano dove vedono opportunità per il 2021.

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2021-outlooks fixed-income Fixed Income video
2021 Outlooks  •  31-dic-2020

Outlook di mercato 2021 in 60 secondi: Jim Caron - Global Fixed Income Team 

Jim Caron
Nonostante i bassi livelli dei tassi d’interesse, il 2021 offre molte opportunità d’investimento, ma solo se si sa dove cercare. Michael Kushma, Chief Investment Officer per il Global Fixed Income Team e Jim Caron, Portfolio Manager e Head of Global Macro Strategies, ci rivelano dove vedono opportunità per il 2021.

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2021-outlooks active-fundamental-equity Active Fundamental Equity page
2021 Outlooks  •  22-dic-2020

L’anno che verrà: Ruggenti Anni 20 o Spaventosi Anni 20? 

Bruno Paulson
È l’alba di un nuovo decennio. Assisteremo a una replica dei Ruggenti Anni 20 o ad anni meno esaltanti? Il parere di Bruno Paulson, gestore del team International Equity.

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2021-outlooks active-fundamental-equity Active Fundamental Equity video
2021 Outlooks  •  22-dic-2020

Outlook di mercato 2021 in 60 secondi: Bruno Paulson - International Equity Team 

Bruno Paulson
È l’alba di un nuovo decennio. Assisteremo a una replica dei Ruggenti Anni 20 o ad anni meno esaltanti? Il parere di Bruno Paulson, gestore del team International Equity.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  21-dic-2020  •  5:01 Min

Market Alert with Andrew Slimmon: Investing Cash Into a Bull Market 

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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Consilient Observer  •  21-dic-2020

WACC and Vol 

Michael Mauboussin, Dan Callahan
The weighed average cost of capital (WACC) and volatility (vol) generally move in lockstep, but 2020 is unusual because the cost of capital is well below its historical average and volatility is well above its historical average. The prime beneficiaries of these patterns are companies rich with real options. In this report, we define real options, discuss what businesses are likely to have them, review the valuation implications, and finish with a way to use real options analysis with traditional valuation.

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Articolo di approfondimento  •  17-dic-2020

Rivedi il webinar del 17 dicembre “Morgan Stanley IM: 30 minuti con Domenico Siniscalco" 

International Equity Team
Abbiamo trascorso 30 minuti con il Professor Domenico Siniscalco ripercorrendo il 2020 e anticipando l’outlook 2021.

Domenico
 
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Global Fixed Income Bulletin  •  16-dic-2020

Una strada ancora piena di ostacoli 

Global Fixed Income Team
Il nostro team Global Fixed Income ritiene incoraggianti le prospettive economiche del 2021/22 alla luce degli sforzi sui vaccini, dei governi, dei legislatori, delle banche centrali e dei cittadini.

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Market Pulse  •  16-dic-2020  •  9:42 Min

The Case for Commodities This Decade 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.

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2021 Outlooks  •  15-dic-2020

The World Will Look Radically Different in 2021 

Cyril Moulle-Berteaux, Sergei Parmenov
The Global Multi-Asset Team discusses their outlook for 2021 in ‘The World Will Look Radically Different in 2021.'

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market-pulse fixed-income Fixed Income page
Market Pulse  •  14-dic-2020

Alcune riflessioni aggiuntive: i fattori macro e politici non vanno in vacanza 

Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla

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active-fundamental-equity Active Fundamental Equity page
Media Appearance  •  9-dic-2020

Michael Mauboussin Op-Ed Feature in Financial Times 

Counterpoint Global
Why value investing still works in markets – To buy something for less than it is worth is as useful as ever.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  8-dic-2020

When Commodities Rise, So Will Emerging Markets  

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, argues that commodity prices are poised for a comeback in the 2020s, and that emerging markets will rise accordingly.

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Global Equity Observer  •  8-dic-2020

A Value Rally Ahead? Looking in the Rear-View Mirror 

Nic Sochovsky, Dirk Hoffmann-Becking
After the extraordinary rally in growth stocks over the summer, is the market poised for a value rally? And what does that mean for quality portfolios? The International Equity team evaluates.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  8-dic-2020

Ci aspetta un rally dei titoli value? Uno sguardo retrospettivo 

Nic Sochovsky, Dirk Hoffmann-Becking
Dopo l’eccezionale rally dei titoli growth nel corso dell’estate, la domanda che spesso ci sentiamo rivolgere dagli investitori è se lo stesso succederà ai titoli value, magari non subito ma nel corso del breve-medio termine.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  7-dic-2020  •  6:59 Min

Will the U.S. Job Loss Scarring Be Permanent? 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  7-dic-2020

L’aumento della disoccupazione USA lascerà un segno permanente? 

Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  4-dic-2020

Equity Market Commentary - December 2020 

Andrew Slimmon
In his December TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we come to the close of 2020.

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sustainable-investing page
Sustainable Investing  •  4-dic-2020

Proxy Season 2020: Tales From the Trenches 

Drew Hambly
MSIM discusses three trends observed during the largely virtual 2020 proxy voting season.

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market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  3-dic-2020  •  03:09 Min

Lead With Leaders 

Vishal Gupta
Vishal Gupta is optimistic on structural themes of B2B technology spend, Fintech, e-commerce and Healthcare among others to drive growth in emerging markets in the years ahead. Listen now.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  2-dic-2020

The Year Ahead for the U.S.: Fundamental Challenges Exist, but Policy Will Prevail 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.

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active-fundamental-equity Active Fundamental Equity video
Video di approfondimento  •  30-nov-2020  •  50:12 Min

Rivedi il webinar del 1 dicembre "Un caffè con Mary Sue Marshall”  

Mary Sue Marshall
Mary Sue Marshall, Portfolio Specialist del Counterpoint Global, ha discute le implicazioni per gli investimenti azionari a fronte dell’attuale crisi sanitaria globale.

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Media Appearance  •  30-nov-2020

Morgan Stanley Capital Partners Recognized by Inc. as a Top 50 Private Equity Firm for Entrepreneurs and Family-Owned Businesses 

Morgan Stanley Capital Partners
Inc.'s second annual list of founder-friendly private equity firms shines a light on 50 shops that have had success supporting founder-led companies. To compile the list, Inc. went straight to the source: entrepreneurs who have sold to private equity. It's a group that's been expanding for more than two decades. In the U.S., the number of PE-backed businesses has grown 30 percent compared with 2015, according to research firm PitchBook.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  30-nov-2020  •  7:42 Min

What the Bond Market Is Telling Us About the Future of the Economy 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  30-nov-2020

Cosa ci dice il mercato obbligazionario sul futuro dell'economia? 

Jim Caron
Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Path  •  27-nov-2020

Post Elezioni USA - Dove sono le opportunita'? [Video] 

Laura Biancato
Laura Biancato, Specialista di Portafoglio del Team GBaR, condivide l'ultimo aggiornamento di mercato del team.

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active-fundamental-equity Active Fundamental Equity page
Press reprint  •  25-nov-2020

Good practice for gender advocates in asset management 

Laura Bottega
2020 appears as a watershed year for diversity in the workplace. Laura Bottega talks about her experience as a woman in a male dominated industry, her efforts to advocate for gender diversity, and distils the lessons learned along the way.

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Insight Video  •  19-nov-2020  •  4:29 Min

Emerging Markets Leaders Q&A 

Vishal Gupta, Steve Sun
In this video, the portfolio manager and portfolio specialist for Emerging Markets Leaders Strategy share how they find investment opportunities, why macro trends are important, in which countries they find investable companies and when they believe it is the right time to invest.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  16-nov-2020

Un primo sguardo al 2021: troppa liquidità e pochi strumenti in cui investirla 

Jim Caron
Jim Caron, Portfolio Manager e Head of Global Macro Strategies, fornisce un’analisi sui fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascoltalo adesso.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  16-nov-2020  •  6:24 Min

First Look at 2021: Too Much Liquidity Chasing Too Few Assets 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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private-credit-and-equity Private Credit & Equity page
Press reprint  •  15-nov-2020

Neha Champaneria Markle named in the WSJ Women to Watch list 

Neha Champaneria Markle
The Wall Street Journal names AIP Private Markets’ Neha Champaneria Markle in their annual Women to Watch list of top female talent in Private Equity.

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Market Alert  •  11-nov-2020  •  5:26 Min

Market Alert with Andrew Slimmon: Opportunities Abound 

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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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  11-nov-2020

Quanto sono alte le onde? 

Global Fixed Income Team
Con le presidenziali USA ormai alle spalle restano due grandi interrogativi sull'economia globale e sui mercati obbligazionari: la portata degli stimoli fiscali e la ripresa dei contagi.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  10-nov-2020

The Pandemic's Silver Lining  

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, explains how economic reform in emerging economies is the pandemic’s silver lining.

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  10-nov-2020

Elezioni presidenziali americane: Lo stato delle cose 

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 page
Market Pulse  •  9-nov-2020

Elezioni presidenziali: la serie Le 4 principali implicazioni di uno scenario senza "Blue wave" 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

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market-pulse fixed-income Fixed Income video
MARKET PULSE  •  5-nov-2020  •  1:00:06 Min

Rivedi il webinar post elezioni americane con Jim Caron e Andrew Slimmon 

Jim Caron, Andrew Slimmon
I nostri gestori di portafoglio senior di Morgan Stanley Investment Management hanno discusso le implicazioni delle elezioni presidenziali USA per l’economia e i mercati.

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sustainable-investing engagement-report active-fundamental-equity Active Fundamental Equity page
Engagement Report  •  3-nov-2020

Engage - Autunno 2020 

International Equity Team
L’ultimo numero di Engage, l’aggiornamento semestrale del team International Equity sulle attività di coinvolgimento nelle tematiche ESG.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  2-nov-2020

Elezioni Presidenziali: la serie Aspettiamoci più interrogativi che risposte. E un aumento della volatilità. 

Jim Caron
Jim Caron, jefe de Global Macro, nos da información sobre lo que está impulsando los mercados de renta fija en la actualidad. Escúchalo ahora.

9920558-Insight-Tile-2x2
 
market-pulse active-fundamental-equity Active Fundamental Equity audio
Market Pulse  •  30-ott-2020  •  09:39 Min

The Markets and Presidential Elections Through a Historical Lens 

Jitania Kandhari
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.

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INSIGHT AUDIO  •  30-ott-2020

Presidential Election Series With Jim Caron 

Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

9920558-Insight-Tile-2x2
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  29-ott-2020

AIP Hedge Fund Solutions Team Review and Outlook 

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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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  29-ott-2020

AIP Hedge Fund Solutions Team Review and Outlook 

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.

9475445-Tile
 
sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  28-ott-2020

ESG in Sovereign Fixed Income Investing: Identifying Opportunities, Correcting Biases 

Soledad Lopez, Navindu Katugampola, Barbara Calvi
The Global Fixed Income Team’s newly enhanced Sovereign Sustainability Model is a significantly updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.

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active-fundamental-equity Active Fundamental Equity page
Articolo di approfondimento  •  28-ott-2020

Rivedi il webinar del 29 ottobre "Un caffè con Bruno Paulson" 

Bruno Paulson
Bruno Paulson, Portfolio Manager dell’International Equity Team, ha discusso le recenti performance dei fondi azionari globali gestiti da team e ha analizzato l’impatto dell’attuale pandemia Covid sull’economia, sulle aziende e settori che costituiscono l’universo investibile dei fondi.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  26-ott-2020

Serie sulle elezioni presidenziali: scontare il ritorno della domanda 

Jim Caron
Jim Caron, Head of Global Macro Strategies, fornisce un’analisi sugli attuali fattori che stanno determinando l’andamento dei mercati obbligazionari. Ascolta.

9920558-Insight-Tile-2x2
 
path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  21-ott-2020

Luce all'orizzonte 

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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