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market-pulse fixed-income Fixed Income audio
Market Pulse  •  19-ott-2020

Presidential Election Series: The Impact of the Tax and Spending Plans 

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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global-multi-asset-viewpoint market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  19-ott-2020

U.S. Industrials Poised to Outperform 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: 'U.S. Industrials Poised to Outperform.'

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  19-ott-2020

Resilient Compounders: Worth Every Penny 

William Lock, Bruno Paulson
The International Equity Team’s three global strategies, on average, have earnings that are flat year to date, versus a 15% fall for the MSCI World Index as a whole. Bruno Paulson muses why high quality compounders don’t command a larger premium.

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edge active-fundamental-equity Active Fundamental Equity page
EDGE  •  19-ott-2020

Quantum Computing 

Counterpoint Global
Quantum computers store and process information using the quantum mechanical properties of matter. Counterpoint Global investigates the impact this new hardware could have on processing speeds and its potential to tackle previously unsolvable computing problems.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  16-ott-2020

The Devil Is in the Details 

Global Fixed Income Team
Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  16-ott-2020

Sustainability: Material Actions Speak Louder Than Words  

Leslie Delany
The Applied Equity Advisors team looks to effectively link the sustainability impact of its Global Concentrated Equity ESG strategy to the United Nations Sustainability Development Goals, all while striving to meet portfolio performance objectives.

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video
Video di approfondimento  •  14-ott-2020

Rivedi il webinar del 14 ottobre "30 minuti con Morgan Stanley Investment Management: Focus Fondi" 

In questo primo appuntamento Niccolò Rabitti e Raffaele Denardo hanno discusso i benefici dell’active management, l’utilizzo dei PAC e hanno approfondito il posizionamento e l’andamento delgi attuali fondi in focus.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
Tales From the Emerging World  •  13-ott-2020

The Stock Market Is Not Partisan  

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets, takes an historical look at market returns and volatility leading up to a United States presidential election – and the implications for this year.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  7-ott-2020  •  4:52 Min

"The Economy, Stupid" 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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fixed-income Fixed Income page
Articolo di approfondimento  •  7-ott-2020

Rivedi il webinar del 7 ottobre "WEB-InvestmentFocus2020 sul mercato obbligazionario" 

Anton Heese, Richard Class
Rivedi il webinar del 7 ottobre con Anton Heese e Richard Class sul mercato obbligazionario europeo.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  5-ott-2020

Le obbligazioni scontano le presidenziali USA 

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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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  2-ott-2020

Road to Recovery: 2020’s Final Lap 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  2-ott-2020

Sulla via della ripresa: l’ultimo giro del 2020 

Andrew Harmstone, Manfred Hui, Laura Biancato
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  30-set-2020

Equity Market Commentary - September 2020 

Andrew Slimmon
In his September TAKE, Andrew Slimmon discusses his latest thoughts on equity markets as we wrap up the third quarter and begin the final stretch of the year.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  28-set-2020

Alla scoperta di ottobre: il prezzo è giusto?  

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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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  23-set-2020

Il settore sanitario ai tempi della pandemia 

Marcus Watson
L’attuale crisi ha messo alla prova qualsiasi conoscenza assodata, e le previsioni sulle società sanitarie non fanno eccezione. Marcus Watson esamina la resilienza di questo settore rispetto alla pandemia in atto.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  21-set-2020

I dati sono contrastanti, ma il futuro ispira ottimismo 

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

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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  18-set-2020

Animal Spirits and the US Election: Will Momentum Stall? 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  16-set-2020

Decarbonizzazione: i concetti base 

Vladimir Demine, Candida de Sliva
Decarbonizzazione 101. Il team International Equity ci spiega in che modo un portafoglio azionario di elevata qualità può aiutare gli investitori interessati a ridurre la propria impronta di carbonio.

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solutions-and-multi-asset Solutions & Multi-Asset video
Video di approfondimento  •  16-set-2020

Guarda la registrazione del Web Event “Web-InvestmentFocus2020” Aggiornamento sui mercati del 16 settembre 

Jim Caron, Andrew Harmstone
Niccolò Rabitti modera Jim Caron e Andrew Harmstone che discutono l’attuale situazione di mercato e i loro posizionamenti di portafoglio. Con il contributo straordinario del Prof. Domenico Siniscalco sull’attuale situazione politica ed economica globale e del nostro paese.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  15-set-2020

One Job 

Michael Mauboussin, Dan Callahan
The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows. With investments shifting more toward intangible assets, this report discusses the measurement and characteristics of intangible assets and reviews the implications of the growth of intangibles for investors.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  14-set-2020

Parola d’ordine: consolidamento 

Global Fixed Income Team
Un favorevole mese di agosto ha evidenziato un proseguimento dei trend positivi. Quanto potrà durare questa situazione? E che implicazioni avrà per gli investitori obbligazionari? Ce lo spiega il team Global Fixed Income.

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

La Fed sotto i riflettori: tassi creditizi e rischio di solvibilità 

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

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
TALES FROM THE EMERGING WORLD  •  9-set-2020

The Winners of a Post-Pandemic Era 

Ruchir Sharma
Ruchir Sharma, Chief Global Strategist and Head of Emerging Markets lists the economies most likely to thrive in the post pandemic era, arguing that the winners will need a strong defense against the forces of deglobalization, rising debt, and meddling governments, and a strong offense to exploit the booming digital economy.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  8-set-2020  •  6:01 Min

Risk Off Today, but a Silver Lining Is on the Horizon 

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

Fixed-Income-Team-Tile
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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  2-set-2020  •  5:34 Min

Presidential Elections, the Elusive Market Pullback and a Lack of Opportunities 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  31-ago-2020

Qui si fa la storia: una riformulazione della politica della Fed 

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

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  24-ago-2020  •  5:15 Min

Where Do We Go From Here? The Fed Considers AIT – Average Inflation Targeting 

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

Fixed-Income-Team-Tile
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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  21-ago-2020

Mercati globali: l’outlook positivo della Cina potrebbe non avere ripercussioni positive sul resto del mondo  

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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path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  21-ago-2020

Global markets: China’s positive outlook may not benefit the rest of the world  

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  21-ago-2020

Where to Go From Here? Reimagining the Fed’s Policy Response Function 

Jim Caron
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.

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edge active-fundamental-equity Active Fundamental Equity page
EDGE  •  19-ago-2020

CAR-T Therapy 

Stan Delaney
CAR-T cell therapy has been a huge breakthrough in curing blood cancers. MSIM’s Counterpoint Global explores how recent advances in the technology could improve its safety and lower its cost while expanding CAR-T cell therapy’s addressable market.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  14-ago-2020

Andrà avanti così? La musica non cambia 

Global Fixed Income Team
Nonostante le buone notizie sul fronte delle politiche, non mancano rischi all’orizzonte: le relazioni tra Stati Uniti e Cina, il baratro fiscale USA, le presidenziali statunitensi e la pandemia. Restiamo però ottimisti.

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private-credit-and-equity Private Credit & Equity page
Press Release  •  13-ago-2020

Manna Pro® Products Acquires Doggie Dailies® to Expand Category Leadership in Companion Pet Care and Wellness 

Aaron Sack, David N Miller
Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Doggie Dailies, a family-owned and operated online pet brand that offers premium nutritional supplements and wellness products for dogs.

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private-credit-and-equity Private Credit & Equity page
Press Release  •  6-ago-2020

Presidio Petroleum Completes Acquisition of Assets from Templar Energy in Partnership with Morgan Stanley Energy Partners 

John Moon, David N Miller, Robert Lee
Presidio Investment Holdings LLC (“Presidio Petroleum”) announced today that it has completed the acquisition of substantially all of the oil and natural gas producing properties of Templar Energy LLC and certain affiliates in the Anadarko Basin (“Templar”). Presidio Petroleum is a leading oil and gas efficiency company founded to acquire, operate, and optimize producing oil and natural gas properties in the Anadarko Basin and other established U.S. onshore basins.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  4-ago-2020

Public to Private Equity in the United States: A Long-Term Look 

Michael Mauboussin, Dan Callahan
Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms. This change has had reverberations for asset managers, investors, executives, and policy makers.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  3-ago-2020  •  5:17 Min

On the Contrary, the Dollar Is Still Strong, but Weakening Is on the Horizon 

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

Fixed-Income-Team-Tile
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fixed-income Fixed Income pdf
Press Release  •  3-ago-2020

Morgan Stanley Investment Management launches two Fixed Income Sustainable European Funds 

Global Fixed Income Team
MSIM today announced the launch of two sustainable fixed income funds. These launches come as the Firm continues to expand its sustainable investment offering in line with Morgan Stanley’s commitment to sustainability, MSIM’s long-term strategy within sustainable investing and growing investor demand for investment products with a focus on sustainable objectives.

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Sustainable Investing  •  1-ago-2020  •  15:01 Min

2020 IPE Congress - Vikram Raju Video Replay 

Vikram Raju
Head of Impact Investing, Vikram Raju, speaks at the 2020 IPE Congress on climate investing

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sustainable-investing private-credit-and-equity Private Credit & Equity video
Sustainable Investing  •  31-lug-2020

Beyond Windmills: The New Environmental Portfolio 

Vikram Raju
AIP Private Markets’ Head of Impact Investing finds that solutions to climate change are nuanced and may generate compelling investment opportunities.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  30-lug-2020  •  4:30 Min

In Spite of Summer, the Market Tends to be Neither Hot nor Humid in August 

Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

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active-fundamental-equity Active Fundamental Equity page
Insight Article  •  30-lug-2020

Fishing for Stocks in China 

Kristian Heugh, Marc Fox
Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  29-lug-2020

Market Pulse with Jim Caron: The Fed Keeps Rates Low While the Dollar Weakens 

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

Fixed-Income-Team-Tile
 
private-credit-and-equity Private Credit & Equity page
Insight Article  •  28-lug-2020

Where To Next: A Framework For Resilience 

Nash Waterman
The AIP Private Markets team explains their framework for selecting companies and constructing a portfolio that seeks to withstand changes in the economic cycle.

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solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  27-lug-2020

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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market-pulse fixed-income Fixed Income page
Market Pulse  •  27-lug-2020

Le forze procicliche indeboliscono il dollaro USA 

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

Fixed-Income-Team-Tile
 
takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  24-lug-2020

Equity Market Commentary - July 2020 

Andrew Slimmon
In his July TAKE, Andrew Slimmon discusses how behavioral finance again takes the front seat. Many investors remain pessimistic in spite of signs that in fact, 2020 could be a good year for equities.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  24-lug-2020

The EU Recovery Fund: Maybe not Hamilton, but hopefully a quiet summer on the beach 

Anton Heese
Read why we believe investors are correct in seeing that the EU Recovery Fund will succeed in reducing euro sovereign credit risk.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
TALES FROM THE EMERGING WORLD  •  21-lug-2020

No, the Markets Aren't Crazy 

Ruchir Sharma
In his latest Tales From the Emerging World, Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, notes that though stock valuations have been inflated by lower interest rates, the market remains the best barometer of the economic cycle.

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fixed-income Fixed Income video
Video di approfondimento  •  20-lug-2020

Analisi e prospettive 2Q20: Global Fixed Income Opportunities 

Jim Caron
Jim Caron, gestore del portafoglio, fa il punto sull’impatto che le politiche monetarie e fiscali hanno avuto sui mercati nel secondo trimestre, e quali sono le implicazioni per la possibile futura ripresa economica.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  20-lug-2020

Un dollaro più debole può essere d’aiuto all’economia mondiale 

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

Fixed-Income-Team-Tile
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  19-lug-2020

MS Global Brands Equity Income - Targeting 4% 

International Equity Team
The Morgan Stanley Global Brands Equity Income Fund offers the ability to generate a reasonable level of income without sacrificing long-term performance; in our view, that’s income the right way.

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sustainable-investing active-fundamental-equity Active Fundamental Equity page
MACRO INSIGHT  •  17-lug-2020

The Global Gaming Industry Takes Center Stage 

Sean Shaw, Steven Quattry, Jessica Whitt, Jorge Chirino
Video gaming is arguably on its way to becoming the world’s new favorite pastime, as advances in technology and new social formats are bringing an activity once considered fringe more deeply into the mainstream.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  16-lug-2020

Il futuro dei pagamenti 

Dirk Hoffmann-Becking, Alex Gabriele
Il settore dei pagamenti inizia ad essere una delle aree più interessanti del mondo fintech. Ce ne parla il nostro team International Equity.

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resilience solutions-and-multi-asset Solutions & Multi-Asset page
Resilience  •  16-lug-2020

Alternative Risk Premia: Taking Control of Your Exposures 

Patrick Reid, Gary Chan
ARP are factor-based sources of return that are rules-based and systematically derived. Many ARP seek to be market-neutral or risk-mitigating. Both may be appealing to investors focused on building resilient portfolios.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-lug-2020

Andrà avanti così? 

Global Fixed Income Team
A fronte dell’aumento globale dei tassi di contagio, ci chiediamo se la ripresa dell’economia possa proseguire nonostante i timori sul fronte della salute e dell’occupazione, che incidono negativamente sugli utili e sul potere di spesa.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  13-lug-2020

L’economia globale sta lentamente emergendo dall’ombra  

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

Fixed-Income-Team-Tile
 
market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  9-lug-2020  •  4:04 Min

The Reconnect, the NASDAQ Bubble and the Reemergence of Asian Tech 

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.

Audio-Page-Tile
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market-pulse fixed-income Fixed Income page
Market Pulse  •  6-lug-2020

Tutto fumo e niente arrosto? 

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

Fixed-Income-Team-Tile
 
active-fundamental-equity Active Fundamental Equity video
Webinar  •  1-lug-2020  •  1:00:42 Min

Guarda la registrazione del Web Event “Un caffè con Ruchir Sharma e James Upton” del 1 Luglio 

Ruchir Sharma, James Upton
Ruchir e Jim hanno discusso il quadro macroeconomico dei paesi emergenti e identificato i trend di mercato che hanno subito un’accellerazione durante la crisi Covid-19.

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sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  1-lug-2020

Climate Transition in a Portfolio Context: What Matters and What to Measure 

Portfolio Solutions Group
The Morgan Stanley Institute for Sustainable Investing and the Portfolio Solutions Group examine the increasing trend of decarbonization in business and investment conversations, and explain why they believe this will give rise to compelling investment opportunities and affect the way that investors build and manage their portfolios.

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sustainable-investing page
Sustainable Investing  •  30-giu-2020

All Green Bonds Are Not Created Equal 

Navindu Katugampola, Barbara Calvi
The universe of “sustainable bonds” spans a broad set of categories, creating a confusing mosaic for investors to decipher, and leading to accusations of “greenwashing” by critics. The Global Fixed Income Sustainable Investing team explores how they look through the labelling to critically assess sustainable bond issuance within their investment process.

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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
Takeaways & Key Expectations  •  30-giu-2020

Equity Market Commentary - June 2020 

Andrew Slimmon
Is the tech sector in bubble territory like it was back in 2000? “Maybe so”, says Andrew Slimmon, “but we believe there are still plenty of reasonably priced names out there.”

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global-multi-asset-viewpoint market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
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."

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market-pulse fixed-income Fixed Income audio
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.

Fixed-Income-Team-Tile
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sustainable-investing page
Sustainable Investing  •  25-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.

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resilience solutions-and-multi-asset Solutions & Multi-Asset page
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.

Resilience-Campaign-Alt-Lending-Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
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.

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Video 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.

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market-pulse fixed-income Fixed Income page
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.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
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.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  19-giu-2020

La gestione obbligazionaria attiva non è mai stata così cruciale  

Jim Caron
Considerando che in molti paesi i tassi d’interesse sembrano destinati a rimanere vicini allo zero o negativi, le obbligazioni saranno efficaci come elemento di diversificazione all’interno dei portafogli? Secondo Jim Caron, gestore di portafoglio della strategia Global Fixed Income, la risposta è “sì”, ma tutto dipende dalla capacità di concentrarsi in modo attivo sull’alpha.

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active-fundamental-equity Active Fundamental Equity page
Articolo di approfondimento  •  19-giu-2020

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.

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market-pulse fixed-income Fixed Income audio
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.

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global-fixed-income-bulletin market-pulse fixed-income Fixed Income page
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.

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resilience solutions-and-multi-asset Solutions & Multi-Asset page
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.

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fixed-income Fixed Income page
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.

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market-pulse fixed-income Fixed Income page
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.

Fixed-Income-Team-Tile
 
resilience solutions-and-multi-asset Solutions & Multi-Asset page
Capacità di tenuta  •  14-giu-2020

Il rischio è il punto di partenza, non una considerazione successiva 

Andrew Harmstone, Laura Biancato
I rendimenti stellari degli investimenti finiscono quasi sempre in prima pagina, come i tracolli finanziari, come quelli causati dalla pandemia di Covid-19 o dalla crisi finanziaria del 2008-2009. Raramente, però, leggiamo articoli sulle strategie resilienti che hanno conseguito risultati eccellenti nella gestione della volatilità, generando al contempo rendimenti robusti e competitivi. Eppure, saper gestire la volatilità è fondamentale per sopravvivere a una brusca correzione dei mercati.

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global-equity-observer active-fundamental-equity Active Fundamental Equity page
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.

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
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.

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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.

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consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  9-giu-2020

The Math of Value and Growth 

Michael Mauboussin, Dan Callahan
We show how corporate valuations change as we vary assumptions about growth, return on incremental invested capital, and the discount rate.

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tales-from-the-emerging-world active-fundamental-equity Active Fundamental Equity page
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.

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market-pulse fixed-income Fixed Income page
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.

Fixed-Income-Team-Tile
 
market-pulse active-fundamental-equity Active Fundamental Equity video
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.

Kristian Heugh
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takeaways-key-expectations solutions-and-multi-asset Solutions & Multi-Asset page
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.

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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.

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resilience active-fundamental-equity Active Fundamental Equity page
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.

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active-fundamental-equity Active Fundamental Equity page
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.

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market-pulse fixed-income Fixed Income page
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.

Fixed-Income-Team-Tile
 
resilience page
Capacità di tenuta  •  31-mag-2020

Come rimanere resilienti durante una fase di ribasso 

Investire in azioni è rischioso, ma storicamente è stato un rischio che è valso la pena correre

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sustainable-investing convergence active-fundamental-equity Active Fundamental Equity page
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.

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market-pulse active-fundamental-equity Active Fundamental Equity video
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.

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sustainable-investing page
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.

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active-fundamental-equity Active Fundamental Equity page
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.

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  28-mag-2020  •  3:05 Min