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Market Outlook  •  22-ott-2019

3Q19 Review/Outlook: Global Fixed Income Opportunities 

Christian Roth
The direction and magnitude of interest rate moves over the past year has been truly breathtaking. Chris Roth discusses the catalysts for these changes.

Chris Roth_Video Tile
 
Global Fixed Income Bulletin  •  17-ott-2019

Reversal Month 

Global Fixed Income Team
What three principle reasons led to the sell-off in September and how have they impacted our positioning? The Global Fixed Income Team discusses.

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Investment Insight  •  16-ott-2019

Managing Downside Risk with Global Macro Strategies 

Robert M. Rafter
Amid concerns about potentially unsteady and down markets, we believe two of the strategies employed by global macro managers are particularly worthy of consideration today: tail risk and long volatility.

9685331-Managing-Downside-Risk-Insight-Tile-1x1
 
Investment Insight  •  16-ott-2019

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.

816952_AIP_0217_1718958_AIP Hedge Fund Team Outlook
 
Investment Insight  •  14-ott-2019

Long-Short Equity Strategies - “Hedging” Your Bets 

Eric Stampfel
Faced with market uncertainties, investors may be seeking ways to de-risk. Long-short equity strategies have the potential to provide steady gains even in down markets.

Hedging Your Bets Insight Tile 1 x 1
 
Sustainability Insight  •  10-ott-2019

ESG and Sovereign Fixed Income Investing: A Better Way 

Jim Caron, Teal Emery
As environmental, social and governance (ESG) factors become more broadly incorporated into investment decision-making, sovereign fixed income investors are grappling with the best way to benchmark and quantify these factors across a diverse group of countries. Morgan Stanley Investment Management has developed what we consider to be a better approach.

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Macro Insight  •  3-ott-2019

How Much to Own in Emerging Markets 

Jitania Kandhari
Those who see the opportunity in emerging markets want to know, how much should we own? We discuss three approaches that look at the ideal emerging market allocation.

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Macro Insight  •  3-ott-2019

What to Own in Emerging Markets 

Jitania Kandhari
Which countries do we think are worth owning in emerging markets? Those that can thrive in the age of the three D’s—deglobalization, depopulation and deleveraging.

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Macro Insight  •  3-ott-2019

The Case for Emerging Markets Relative to the U.S. 

Jitania Kandhari
Why invest in emerging markets? After falling out of fashion, we think emerging markets are poised to be rediscovered in the next decade.

Jitania Kandhari video on why emerging markets
 
Macro Insight  •  30-set-2019

Peak Car—or Just Bumps in the Road? 

Andrew Harmstone
The global auto industry has recently experienced a disruptive slide where registrations, demand and production have all slumped across the world. Have we hit “Peak Car“—or just some bumps in the road?

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Global Equity Observer  •  27-set-2019

Il compounding nel settore sanitario 

Marcus Watson
Dove trovare investimenti di alta qualità nel settore sanitario? Marcus Watson del team International Equity condivide il suo punto di vista.

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Market Outlook  •  25-set-2019

Equity Market Commentary - September 2019  

Andrew Slimmon
Markets have experienced a series of “recession scares.” Yet Andrew Slimmon maintains that the U.S. stock market will break out during the fourth quarter of 2019, with the S&P 500 ending the year well north of 3,000.

aea-team
 
Global Fixed Income Bulletin  •  20-set-2019

Volatilità e incertezza proseguono... senza che si intravveda la fine 

Global Fixed Income Team
Perché titoli di Stato e le obbligazioni in generale hanno prevalso nell’attuale contesto di mercato mentre altri settori e asset class hanno fatto fatica? Lo spiega il team Global Fixed Income

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Global Fixed Income Insights  •  18-set-2019

Strategie obbligazionarie europee prive di vincoli 

Global Fixed Income Team
Come fa la strategia European Fixed Income Opportunities a offrire agli investitori rendimenti competitivi nell’attuale contesto di tassi bassi? Ce lo spiega il team Global Fixed Income

Unconstrained_Euro_FI-Insight_Tile
 
Market Pulse  •  16-set-2019

ECB Action Puts Pressure on Fed 

Jim Caron
The ECB's recent actions have put pressure on the Fed to take some action of their own. Jim Caron from the Global Fixed Income Team shares his views.

Fixed-Income-Team-Tile
 
Investment Insight  •  11-set-2019

Introduction to Alternative Risk Premia 

Mark van der Zwan, Patrick Reid
In much the same way that long-only investors have considered “passive” investing as a way to adjust their exposures efficiently and to reduce cost, alternatives investors have begun to explore systematic and index-based solutions—such as “alternative risk premia”—as a way to achieve those same objectives. In this paper, we seek to introduce the concept of alternative risk premia, explain how investors can access them, and present the potential benefits and drawbacks associated with them.

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Approfondimenti sulla Sostenibilità  •  9-set-2019

Società sotto pressione  

Bruno Paulson
Bruno Paulson spiega come i cambiamenti normativi e tecnologici abbiano reso i timori ambientali e sociali più importanti che mai.

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Approfondimenti sulla Sostenibilità  •  5-set-2019

Software e servizi  

Marcus Watson
Comprendere il collegamento tra ESG e performance può avere effetti positivi sulle attività di reclutamento, fidelizzazione e coinvolgimento dei dipendenti, sostengono Nathan Wong e Richard Perrott dell’International Equity Team.

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Approfondimento macro  •  4-set-2019

VIDEO: Il braccio di ferro 

Andrew Harmstone, Manfred Hui
Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.

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Approfondimenti sulla Sostenibilità  •  4-set-2019

Beni di consumo primari  

Nic Sochovsky
Come può differenziarsi una società? Adottando le giuste politiche ambientali e sociali. Ce lo spiega Nic Sochovsky dell’International Equity Team.

9641969-ESG-Leaders-Consumer-Staples-Assets-Insight-Tile
 
Approfondimenti sulla Sostenibilità  •  3-set-2019

25-50 dei titoli con la più alta qualità al mondo  

International Equity Team
Global Sustain è un portafoglio di alta qualità a basse emissioni di carbonio che impiega l’analisi fondamentale bottom-up e l’interazione attiva con il management societario.

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Macro Insight  •  3-set-2019

Our Liquidity Solutions Team’s Competitive Advantages 

Global Liquidity Team
Managing cash is becoming increasingly complex. Our Global Liquidity Solutions is uniquely positioned to help you navigate the challenges and opportunities ahead.

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Approfondimenti sulla Sostenibilità  •  2-set-2019

La radiografia retributiva  

Alex Gabriele
Vladimir Demine spiega come alcune prassi retributive – ad esempio le rettifiche degli utili – possano essere campanelli d’allarme.

insight-Pay X-Ray-Insight Tile
 
Macro Insight  •  31-ago-2019

GMA Viewpoint: Gold Bull Market to Continue 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Gold Bull Market to Continue.”

GMA-Tile
 
Approfondimenti sulla Sostenibilità  •  30-ago-2019

Sanità 

Marcus Watson
Marcus Watson spiega come società innovative del settore sanitario possano mettere la scienza e la tecnologia al servizio della salute umana all’interno della collettività.

esg-theme-healthcare
 
Approfondimenti sulla Sostenibilità  •  29-ago-2019

Effetti a catena 

Laura Bottega
Cosa si intende per “rilevante”? Laura Bottega parla dei fattori che possono influenzare la sostenibilità dei rendimenti.

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Approfondimenti sulla Sostenibilità  •  28-ago-2019

Il problema della plastica 

Vladimir Demine
Vladimir Demine spiega come l’attenzione al consumo di plastica consenta a una società non solo di dare un contributo positivo all’ambiente, ma anche di cogliere l’opportunità di differenziarsi dalla concorrenza.

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Approfondimento macro  •  27-ago-2019

Il braccio di ferro 

Andrew Harmstone
Paradossalmente i dazi non hanno innalzato l’inflazione USA. L’ultimo approfondimento esamina il braccio di ferro tra effetti inflazionistici dei dazi e deflazionistici indiretti di altre variabili.

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Global Equity Observer  •  23-ago-2019

I due rischi che gestiamo: utili e multipli 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Gli investitori dovrebbero preoccuparsi delle attuali valutazioni dell’azionario? Bruno Paulson parla di utili e multipli.

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Market Pulse  •  21-ago-2019

The Fed needs to Lead not Follow 

Jim Caron
It is time for the Fed to get proactive. Jim Caron from the Global Fixed Income team shares his views.

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Global Fixed Income Bulletin  •  19-ago-2019

Proprio quando sembrava che I pericoli fossero in riduzione… 

Global Fixed Income Team
Eravamo pronti per un agosto tranquillo, ma i mercati finanziari avevano altri piani. Il team Global Fixed Income ritiene che questi nuovi sviluppi debbano essere considerati attentamente.

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Approfondimento sugli investimenti  •  15-ago-2019

Reddito, ma nel modo giusto  

Bruno Paulson
Bruno Paulson spiega perché le società di elevata qualità possono generare flussi reddituali affidabili senza pregiudicare la crescita del capitale.

8868685-Bruno-Paulson-GBEI
 
2:03 Min

A World of Fixed Income Opportunities 

Christian Roth
The U.S. fixed income market is less than half of the global fixed income market. Chris Roth of the Global Fixed Income Team discusses the importance of considering international fixed income investments.

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Macro Insight  •  5-ago-2019

Equity Market Commentary 

Andrew Slimmon
Why were recent stock markets at all-time highs? Andrew Slimmon details the underpinnings of those markets and his outlook on what's next.

AEA-2x1-tile
 
Market Pulse  •  1-ago-2019

A Fed Mistake? 

Jim Caron
The Fed may have made a mistake in deciding to cut rates by only 25bps. Jim Caron of the Global Fixed Income Team shares his views.

Fixed-Income-Team-Tile
 
Macro Insight  •  26-lug-2019

Opportunities in A-shares 

Gary Cheung
MSCI’s inclusion of China A-shares into global indices will undoubtedly boost investor focus. The Global Emerging Markets Team discusses opportunities in this vast and largely uncharted portion of China’s complex markets.

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Approfondimento macro  •  25-lug-2019

VIDEO: Un approccio olistico ai problemi idrici mondiali  

Andrew Harmstone, Christian Goldsmith
Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.

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Market Pulse  •  25-lug-2019

Expect the Unexpected from the ECB 

Anton Heese
The ECB changes course and gets ready to announce a package of easing measures. The Global Fixed Income team shares their views on what’s to come.

Fixed-Income-Team-Tile
 
Macro Insight  •  25-lug-2019

Why Invest Internationally: A Conversation 

Portfolio Solutions Group
Should you be considering markets outside of the U.S.? Our professionals review the opportunities and challenges of international diversification.

WOO-Insight-Tile
 
Press Release  •  23-lug-2019

Presidio Petroleum Completes Acquisition of Assets From Apache Corporation in Partnership With Morgan Stanley Energy Partners 

John Moon, David N Miller, Robert Lee
Presidio Investment Holdings LLC announced today that it has completed its acquisition of all the oil and natural gas producing properties in the western Anadarko Basin of Texas, Oklahoma, and Kansas from Apache Corporation and its affiliates (NYSE: APA). Presidio Petroleum is a portfolio company majority owned by investment funds managed by Morgan Stanley Energy Partners, the energy private equity business of Morgan Stanley Investment Management.

Energy Partners Team - Insight Tile
 
Global Equity Observer  •  19-lug-2019

Consolidare i vantaggi nell’era digitale 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Chi è il più bravo della classe ora che le aziende dei beni di consumo primari tornano a scuola? Il team International Equity affronta il tema delle posizioni di dominio nell’era digitale.

sandbags
 
Market Outlook  •  19-lug-2019

Analisi e prospettive 2T19: Global Fixed Income Opportunities 

Jim Caron
Per il secondo semestre prevediamo sviluppi positivi nell'obbligazionario, con particolari opportunità nel segmento delle cartolarizzazioni. Jim Caron illustra la sua tesi.

GFIO-2Q19
 
Approfondimento macro  •  18-lug-2019

Un approccio olistico ai problemi idrici mondiali 

Andrew Harmstone
Esaminiamo la correlazione tra i problemi idrici mondiali, illustriamo l’impatto dello stress idrico su settori chiave e invitiamo gli investitori a valutare tali questioni nei processi decisionali.

shipping dock
 
Global Fixed Income Bulletin  •  17-lug-2019

Le banche centrali sono intenzionate a far proseguire l’espansione 

Global Fixed Income Team
Le banche centrali sembrano pronte a tutto pur di far proseguire l’espansione. Il team Global Fixed Income condivide le opinioni sul primo semestre 2019 e le prospettive per il secondo.

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Market Outlook  •  16-lug-2019

Isn’t the Stock Market a Forward Predictor? 

Andrew Slimmon
The stock market is hovering around its all-time high, yet investor bullishness is surprisingly low. Andrew Slimmon argues that the stock market is a forward predictor, and that despite a summer correction, the S&P 500 will be well above 3,000 by year end.

AEA-2x1-tile
 
Global Fixed Income Insights  •  12-lug-2019

Investitori europei e giapponesi: Valutate l’idea di non coprire completamente l’esposizione all’USD 

Sahil Tandon, Warren Mar, Eric Baurmeister
Gli investitori europei e giapponesi sono soliti coprire del tutto le loro esposizioni in USD, ma è davvero una buona norma da seguire? Il team Emerging Markets Debt condivide le sue opinioni sul perché potrebbe non esserlo.

Pending
 
Market Pulse  •  11-lug-2019

I fattori globali influenzano le politiche monetarie della Fed 

Jim Caron
La Fed potrebbe decidere di tagliare i tassi di 50 punti base questo mese, oltre i 25 punti attesi. Jim Caron del team Global Fixed Income spiega il suo parere sul perché questo potrebbe accadere.

Fixed-Income-Team-Tile
 
Market Outlook  •  9-lug-2019

Correction Ahead? Why That May Be Good News for Investors 

Andrew Slimmon
With volatility at low levels this rally, investors shouldn't be surprised by a summer sell-off. Even so, the outlook long-term is still positive. Here's why.

mountainside wow
 
Press Release  •  8-lug-2019

Morgan Stanley Expansion Capital Announces Agreement to Sell DocuWare GmbH 

David N Miller, Pete Chung, Robert Bassman
Investment funds managed by Morgan Stanley Expansion Capital today announced that they have entered into a definitive agreement to sell their interest in DocuWare GmbH, a leading global provider of content services software, to Ricoh (TYO:7752). Expansion Capital invested in Founder-backed Docuware in June 2012 in a transaction designed to accelerate Docuware’s growth, recapitalize select holders and position the company for future growth.

Expansion Capital Team - Private Equity - Insight Tile
 
Connecting the Dots  •  1-lug-2019

Why Is Popcorn So Expensive at the Movies? 

Swanand Kelkar
In this article, Swanand Kelkar discusses the steep pricing of popcorn sold at multiplexes and looks at the issue through a broader lens than just how much it usually costs versus how much it is sold for at cinemas.

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Market Pulse  •  1-lug-2019

U.S.-China Talks at G20 Go Slightly Better than Expected 

Jim Caron
U.S.-China trade talks at the G20 went better than expected. What does this mean for your portfolio? Jim Caron of the Global Fixed Income Team shares his investment strategy.

Fixed-Income-Team-Tile
 

Reddito, ma nel modo giusto: Un approccio di alta qualità 

Bruno Paulson
Con i rendimenti obbligazionari sui minimi storici, è ancora possibile per gli investitori generare un reddito elevato e sostenibile? Bruno Paulson, Portfolio Manager, affronta il tema.

Bruno-Index-Tile
 
Global Multi-Asset Viewpoint  •  30-giu-2019

GMA Viewpoint: The Bull Case for the U.S. Health Care Sector  

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “The Bull Case for the U.S. Health Care Sector ".

GMA-Tile
 
Global Equity Observer  •  25-giu-2019

Viaggio nell’ignoto 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Viaggio nell’ignoto: l’International Equity Team discute di politica, utili e potere di fissazione dei prezzi.

Rope bridge leading into mist
 
Global Fixed Income Bulletin  •  25-giu-2019

Déjà vu... O forse no 

Global Fixed Income Team
I mercati obbligazionari si stanno comportando molto come nel 2018. Déjà vu? Crediamo di no. La differenza principale è che c’è di mezzo la Fed che potrebbe decidere di tagliare i tassi. Il team Global Fixed Income condivide le sue opinioni.

Vertically reflected image of architectural glass
 
Market Pulse  •  24-giu-2019

Cashing in on Fed ‘Insurance’ Rate Cuts 

Jim Caron
With rate cuts mostly priced into the market, Jim Caron of the Global Fixed Income Team shares his investment strategy for the remainder of the year.

Fixed-Income-Team-Tile
 
Press Release  •  18-giu-2019

Morgan Stanley Capital Partners Completes Investment in Project Management Academy 

Morgan Stanley Capital Partners
Investment funds managed by Morgan Stanley Capital Partners (MSCP), announced today that they have completed an investment in Project Management Academy, a leading provider of training and exam preparation services for project management professionals. MSCP is partnering with the current CEO, Jason Cassidy, and the rest of the management team, who will remain in place and retain an equity stake in the business.

Capital Partners - Insight Tile
 
Market Pulse  •  18-giu-2019

Volatility May Rise as Prices Decipher the Fed 

Jim Caron
Will the Fed cut rates soon? The market seems to think so, but the Fed doesn’t seem so inclined. Jim Caron shares his views and opportunities that may be flying under the radar.

Fixed-Income-Team-Tile
 
Press Release  •  17-giu-2019

Morgan Stanley Capital Partners Completes Investment in Ovation Fertility 

Morgan Stanley Capital Partners
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Ovation Fertility. MSCP partnered with the current management team and physician shareholders, led by Nate Snyder, who will remain CEO and continue to drive organic and acquisitive growth.

Capital Partners - Insight Tile
 
Press Release  •  11-giu-2019

Morgan Stanley Capital Partners Completes Investment in Impact Fitness 

James Howland, Aaron Sack, Mark Bye, David N Miller
Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market focused private equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Impact Fitness, a leading Planet Fitness franchisee with 29 clubs across the United States and Canada. MSCP partnered with the current management team, led by CEO Adam Willaeys, as well as founder Chris Klebba, who will remain as Executive Chairman.

Capital Partners - Insight Tile
 
Press Release  •  4-giu-2019

Manna Pro Products Acquires Hero Pet Brands to Increase Category Presence in Companion Pet Care and Wellness 

James Howland, Aaron Sack, Mark Bye, David N Miller
Manna Pro Products, a St. Louis-based manufacturer and marketer of pet care and nutrition, has agreed to acquire Dallas-based Hero Pet Brands, a company that provides solutions to pet owner needs including nutrition, grooming, waste pickup and cleanup.

Capital Partners - Insight Tile
 
Market Outlook  •  4-giu-2019

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.

Andrew Slimmon Portrait
 
Market Outlook  •  3-giu-2019

Applied Equity Advisors June 2019 Commentary  

Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.

AEA-2x1-tile
 
Approfondimento macro  •  31-mag-2019

VIDEO: Midgame 

Andrew Harmstone, Manfred Hui
Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.

9605122_GBaR-June-393x348
 
Market Pulse  •  31-mag-2019

What is the Rates Market Telling Us? 

Jim Caron
The breakdown in U.S.-China trade negotiations is signalling slower growth and lower inflation across the globe. A flattening yield curve is just a logical adjustment to this new information.

Fixed-Income-Team-Tile
 
Approfondimento macro  •  31-mag-2019

Midgame 

Andrew Harmstone
Dopo i timori per la crescita del quarto trimestre del 2018, le economie globali potrebbero non incamminarsi verso una recessione, ma le tensioni commerciali tra Stati Uniti e Cina potrebbero rallentare la ripresa.

shipping dock
 
Media Appearance  •  30-mag-2019

ESG Investing, Europe 2019 Report  

In the report published by Clear Path Analysis, MSIM’s International Equity Team and Global Fixed Income Team shared their views on ESG Investing and how it is moving from a marginal approach to a mainstream strategy.

9603498_ESG-Report-Image-328x348
 
Market Outlook  •  30-mag-2019

Andrew Slimmon's Outlook on the Current Markets 

Leslie Delany, Andrew Slimmon
Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.

andrew slimmon
 
Approfondimento macro  •  23-mag-2019

Quanto è flessibile il vostro approccio? 

Leslie Delany, Andrew Slimmon
I grandi golfisti devono essere abbastanza flessibili ed esperti da mettere in buca efficacemente qualsiasi colpo difficile. Pensiamo che lo stesso valga per i gestori di portafoglio e il loro approccio alla gestione dei capitali.

9576586-AEA-Golf-Insight-Tile
 
Press Release  •  17-mag-2019

Morgan Stanley Investment Management Raises $785 million for North Haven Senior Loan Fund 

Thomas Bergen, David N Miller, Hank D'Alessandro
Morgan Stanley Investment Management today announced it has raised $785 million for the North Haven Senior Loan Fund L.P. and its related vehicles (collectively “NH SLF”) exceeding its original fundraising target. When combined with target leverage, NH SLF has approximately $1.1 billion of capital available for investment. NH SLF seeks to invest in privately negotiated senior secured loans issued by lower middle market companies in North America.

Credit Partners Team - Insight Tile
 
Global Equity Observer  •  17-mag-2019

I pericoli del credito 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Il team International Equity esamina i rischi collegati al nuovo debito societario cinese alla luce del ruolo più moderato dei canali bancari non regolamentati (Shadow banking).

china flag
 
Global Fixed Income Bulletin  •  16-mag-2019

E la vita va avanti… 

Global Fixed Income Team
L’economia globale procede alla temperatura giusta per la crescita… se solo potessimo liberarci di quei fastidiosi attriti commerciali! Il team Global Fixed Income condivide opinioni e prospettive.

Digital display of volume levels
 
Market Outlook  •  15-mag-2019

Applied Equity Advisors May 2019 Commentary  

Andrew Harmstone
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the May 2019 Monthly Commentary.

aea-team
 
Apparizione sui media  •  13-mag-2019

Laura Biancato su Bluerating TV 

Laura Bottega
Laura Biancato, Portfolio Specialist del Global Balanced Risk Control Team, ha partecipato al programma Asset and the City di Bluerating TV esponendo l’outlook di mercato del Team.

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Investment Insight  •  10-mag-2019

The Rise of Hedge Fund Coinvestments 

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.

9572052-Tile
 
Sustainability Insight  •  9-mag-2019

An Emerging Markets Approach to ESG: Our Progress 

Global Emerging Markets Team
The Global Emerging Markets Team discusses how ESG factors are integrated in their process, with the portfolio managers leading engagements on key issues.

emerging-markets-approach-esg-progress
 
Market Pulse  •  6-mag-2019

U.S.-China Tensions: Not a Widespread Risk…Yet 

Jim Caron
U.S.-China trade talks seem to be at an impasse. Jim Caron, Global Fixed Income Team, shares why he believes the global market impact of these talks is not a systemic market event…yet

Fixed-Income-Team-Tile
 
Market Pulse  •  2-mag-2019

The Fed's Conundrum 

Jim Caron
The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron from the Global Fixed Income Team shares his views.

Fixed-Income-Team-Tile
 
Market Outlook  •  30-apr-2019

Global Fixed Income Opportunities Fund: Analisi del primo trimestre 2019 e prospettive  

Jim Caron
Le banche centrali globali tentano di estendere il ciclo economico, non di porvi fine. Jim Caron passa in rassegna il primo trimestre e condivide le sue prospettive per il resto del 2019.

9561003-1Q19-GFIO-Vieo-Tile-w-play-button
 
Global Multi-Asset Viewpoint  •  30-apr-2019

GMA Viewpoint: Value in the Eurozone 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value in the Eurozone."

GMA-Tile
 
Approfondimento macro  •  29-apr-2019

Una storia del rischio 

Andrew Harmstone
Per gestire il rischio in modo efficace, è necessario capire la differenza cruciale tra eventi di rischio ed eventi incerti. Nella nostra ultima analisi, “Una storia del rischio”, approfondiamo la questione e cerchiamo le possibili soluzioni.

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Investment Focus  •  29-apr-2019

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.

Debunking-Climate-Polar-bear-Tile
 
Market Outlook  •  29-apr-2019

VIDEO: Una storia del rischio   

Christian Goldsmith, Andrew Harmstone
Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.

9587798-128x128-LB
 
Press Release  •  24-apr-2019

PE-backed XRI buys Fountain Quail Water Treatment 

John Moon, David N Miller, Logan Burt
XRI Holdings, LLC (“XRI”), a leading water midstream company with owned infrastructure throughout the Permian Basin, announced today that it has acquired the water treatment and recycling division of Fountain Quail Energy Services, LLC (“Fountain Quail Water Treatment”). Fountain Quail Water Treatment is a leading produced water treatment, recycle, and reuse business with operations throughout the Permian Basin and other key producing basins across the United States.

Energy Partners Team - Insight Tile
 
Global Fixed Income Bulletin  •  17-apr-2019

“Riccioli d’Oro” rediviva? 

Global Fixed Income Team
C’è molto ottimismo per il 2019. Concordiamo! Riteniamo che politiche monetarie accomodanti e rendimenti reali più bassi sosterranno l’economia, prolungando il ciclo.

9546772_Web_Tile
 
Approfondimenti sulla Sostenibilità  •  17-apr-2019

Engage - Primavera 2019  

International Equity Team
Nell’ultimo aggiornamento semestrale di Engage, il team International Equity espone le proprie idee sul coinvolgimento in ambito ESG.

engage-sustainability-report
 
Approfondimenti sulla Sostenibilità  •  16-apr-2019

Compounding coscienzioso 

Vladimir Demine, William Lock, Bruno Paulson
Il team International Equity illustra Global Sustain, la sua offerta più recente, spiegando perché i fattori ESG sono fondamentali per un compounding di successo.

collection of glass orbs featuring regions of the globe
 
Global Equity Observer  •  12-apr-2019

Alla ricerca di una rete di sicurezza di fine ciclo 

William Lock, Dirk Hoffmann-Becking
Il team International Equity si chiede se i tempi siano maturi per ricorrere a una rete di sicurezza di fine ciclo.

9534088_Insight-tile
 
Approfondimento macro  •  12-apr-2019

Prospettive favorevoli in Europa 

Richard Ford
Ric Ford, Head of Global Credit, spiega come l’inversione dei fattori negativi stia creando prospettive positive per l’Europa e le obbligazioni societarie europee.

9546286_Tile-with-play
 
Press Release  •  11-apr-2019

SolarWinds Sets Its Sights on the ITSM Market through Acquisition of Samanage and Introduction of a SolarWinds Service Desk Product 

David N Miller, Pete Chung, Robert Bassman
SolarWinds (NYSE:SWI), a leading provider of powerful and affordable IT management software, today announced that it has signed an agreement to acquire Samanage, a highly reviewed and highly rated IT service desk solution company based in Cary, NC. Over the past 7 years, Samanage has built a strong, well-respected product guided by a customer-centricity that aligns well with SolarWinds’ mission and commitment to the technology professional community.

Expansion Capital Team - Private Equity - Insight Tile
 
Sustainability Insight  •  4-apr-2019

Integrating ESG in Emerging Markets Investing 

Vishal Gupta
Vishal Gupta explains how ESG is integrated into the Emerging Markets Leaders investment process.

9532718_Tile-with-play
 
Sustainability Insight  •  3-apr-2019

How to Select Sustainable Compounders 

Vladimir Demine
Vladimir Demine explains the International Equity Team’s process for building highest quality ESG integrated portfolios.

Fossil spiral shell in stone
 
Approfondimenti sulla Sostenibilità  •  3-apr-2019

Selezionare i “compounder” sostenibili  

Vladimir Demine
Vladimir Demine illustra il processo seguito dal team International Equity per costruire portafogli ESG di elevata qualità.

Fossil spiral shell in stone
 
Global Multi-Asset Viewpoint  •  31-mar-2019

GMA Viewpoint: Cyclical Assets Have Room to Outperform as Global Growth Recovers 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Cyclical Assets Have Room to Outperform as Global Growth Recovers"

GMA-Tile
 
APPROFONDIMENTI SULLA SOSTENIBILITÀ  •  27-mar-2019

I fattori ESG sono essenziali per una crescita composta del capitale  

Bruno Paulson
Bruno Paulson illustra il ruolo svolto dall’ESG nella ricetta per il compounding dell’International Equity Team.

9525865-Bruno-Paulson-Tile-with-play
 
APPROFONDIMENTI SULLA SOSTENIBILITÀ  •  27-mar-2019

Investire saggiamente evitando la distruzione permanente del capitale  

Jill Ytuarte
Jill Ytuarte esamina la responsabilità principale dell’International Equity Team nei confronti dei clienti.

9525865-Jill-Ytuarte-Tile-with-play
 
APPROFONDIMENTI SULLA SOSTENIBILITÀ  •  27-mar-2019

Il focus ESG crea valore per i nostri clienti  

Vladimir Demine
Vladimir Demine spiega perché avere un responsabile della ricerca ESG dedicato sia la soluzione giusta per i clienti.

9525865-Vladimir-Demine-Tile-with-play
 
APPROFONDIMENTI SULLA SOSTENIBILITÀ  •  27-mar-2019

Investimento olistico e responsabile in un mondo in rapida evoluzione  

William Lock
Laura Bottega spiega come i fattori globali incoraggino le società a bilanciare profitti ed ESG.

9525865-Laura-Bottega-Tile-with-play
 
APPROFONDIMENTI SULLA SOSTENIBILITÀ  •  27-mar-2019

Fedele ai principi, senza sacrificare i rendimenti  

William Lock
William Lock spiega perché non è necessario scendere a compromessi tra rendimenti e principi.

9525865-William-Lock-Tile-with-play
 
Global Fixed Income Insights  •  27-mar-2019

Attenzione alla Modern Monetary Theory: un parere sui rischi 

Jim Caron
La tesi sempre più diffusa della MMT (Modern Monetary Theory) sta mettendo in discussione la politica monetaria della Fed. Jim Caron illustra gli eventuali rischi economici a lungo termine di questa teoria.

9528895-Tile
 
Global Fixed Income Bulletin  •  20-mar-2019

Cosa fare ora? 

Global Fixed Income Team
L’orientamento più espansivo delle banche centrali, i rapporti Cina-USA e la Brexit hanno lasciato i mercati in preda all’incertezza. Cosa fare? Il team Global Fixed Income Team condivide le sue opinioni.

9515769_Web_Tile_v1
 
Market Outlook  •  19-mar-2019

VIDEO “On the Road Again”: misure di stimolo in tutto mondo 

Christian Goldsmith, Andrew Harmstone
Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.

9549611_140x140-Watermark
 
Approfondimento macro  •  19-mar-2019

“On the Road Again”: misure di stimolo in tutto mondo 

Andrew Harmstone
Il lancio di importanti programmi relativi alle infrastrutture potrebbe costituire la chiave di volta per ridurre il rischio di recessione globale e “rimettere in pista” l’economia.

9520995-Insight-tile
 
Market Outlook  •  19-mar-2019

Applied Equity Advisors March 2019 Commentary  

Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the March 2019 Monthly Commentary.

aea-team
 
GLOBAL EQUITY OBSERVER  •  13-mar-2019

Quando il management diventa “strategico” 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Scoprite perché il management di un’azienda che diventa “strategico” è un campanello d’allarme per il team International Equity.

9519702-Insight-tile
 
Media Appearance  •  11-mar-2019

Andrew Slimmon on CNBC "Power Lunch" 

Andrew Slimmon
Andrew Slimmon appeared on CNBC “Power Lunch” to break down what’s impacting markets.

9523102_Tile-with-play
 
Sustainability Insight  •  7-mar-2019

ESG and Sustainable Investing Report 

Kristian Heugh, Marc Fox
The Global Opportunity Team shares its new annual report on ESG engagement activity.

GO-GlboalOpp-Tile
 
Global Multi-Asset Viewpoint  •  28-feb-2019

GMA Viewpoint: Australia Housing Bubble Starting to Deflate  

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Australia Housing Bubble Starting to Deflate "

GMA-Tile
 
Market Outlook  •  28-feb-2019

Applied Equity Advisors February 2019 Commentary  

Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the February 2019 Monthly Commentary

aea-team
 
Market Outlook  •  25-feb-2019

Global Brands: A year in review and the year ahead 

Bruno Paulson
2019 is all about the earnings. Bruno Paulson discusses 2018 and why Global Brands’ defensive characteristics will continue to be needed this year.

393x348_Bruno_video
 
Approfondimento macro  •  25-feb-2019

Una tesi a favore dei portafogli obbligazionari della zona euro aggregati 

Leon Grenyer, Richard Class
Il Team Global Fixed Income illustra il motivo per cui i portafogli obbligazionari della zona euro sarebbero meglio gestiti da un unico gestore.

9501549-Tile
 
Approfondimento macro  •  21-feb-2019

Aggiornamento di mercato del team Global Balanced Risk Control 

Christian Goldsmith
Christian Goldsmith, portfolio specialist del team GBaR, risponde alla domanda "cosa vi renderebbe più positivi sull'azionario 2019?"

GBaR_team_Market_Update_tile
 
Global Fixed Income Bulletin  •  20-feb-2019

Why It's Different This Time 

Global Fixed Income Team
2018 started with strong January performance, but the rest of the year was lackluster. Will 2019 be the same? The Global Fixed Income Team shares their view on why this year will be different.

9489075_Tile_v1
 
Global Fixed Income Bulletin  •  20-feb-2019

Perché questa volta è diverso? 

Global Fixed Income Team
Il 2018 era iniziato alla grande a gennaio, ma è rimasto sottotono per il resto dell’anno. Accadrà lo stesso nel 2019? Il team Global Fixed Income spiega perché la situazione sarà diversa quest’anno.

9489075_Tile_v1
 
Investment Focus  •  20-feb-2019

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.

9494850_Web_Tile_1_v1
 
Global Equity Observer  •  20-feb-2019

Non siamo ancora fuori dal tunnel… 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Notizie positive a gennaio, ma attenti a non deviare dalla strada dell’alta qualità, avverte Bruno Paulson del team International Equity: le insidie non sono finite.

9486688-Tile
 
Market Outlook  •  19-feb-2019

Tre punti di non ritorno climatici che stanno plasmando i mercati  

Christian Goldsmith, Andrew Harmstone
Questo video fornisce una breve sintesi dell’ultimo commento mensile di Andrew Harmstone.

9522841_GBaR-March-Review-393x348_LB
 
Market Outlook  •  19-feb-2019

Three Climate Tipping Points Shaping Markets Today  

Christian Goldsmith, Andrew Harmstone
This video provides a short summary of the latest Andrew Harmstone Monthly Commentary article.

9522841_GBaR-March-Review-393x348-CG
 
Approfondimento macro  •  19-feb-2019

Tre punti di non ritorno climatici che stanno plasmando i mercati  

Andrew Harmstone
Il cambiamento climatico ci spinge a raggiungere i “punti di non ritorno” politici, sociali ed economici. Il team MSIM GBaR esamina le implicazioni per gli investitori.

three-tipping-points
 
Global Multi-Asset Viewpoint  •  31-gen-2019

Secular Outlook for Bond Yields: Structurally Higher 

MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Secular Outlook for Bond Yields: Structurally Higher".

GMA-Tile
 
Press Release  •  25-gen-2019

Morgan Stanley Capital Partners Completes Investment in Clarity Software Solutions 

Morgan Stanley Capital Partners
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the Private Equity team within Morgan Stanley Investment Management, announced today that they have completed an investment in Clarity Software Solutions. MSCP is partnering with the current management team led by founder Sean Rotermund, who will remain CEO and continue to drive organic growth and product development during the investment.

Capital Partners - Insight Tile
 
Market Outlook  •  23-gen-2019

Global Fixed Income Opportunities Fund: Analisi del 4 trimestre 2018 e prospettive 

Jim Caron
Jim Caron commenta il 4° trimestre 2018 e presenta le sue prospettive sulle opportunità di mercato.

4Q18-GFIO-Outlook
 
Investment Insight  •  22-gen-2019

Conducting Due Diligence on Alternative Risk Premia 

AIP Hedge Fund Team
While alternative risk premia have existed for some time—and have long been used by hedge funds—they have only recently begun to be evaluated by a broad swath of investors. Given the growth of investor interest in this space, we thought it timely to share our insights on what constitutes effective due diligence.

Alternative-Risk-Premia-tile
 
Global Fixed Income Bulletin  •  22-gen-2019

Un nuovo anno all’insegna del coraggio 

Global Fixed Income Team
Dopo le turbolenze di fine 2018, cosa riserverà il nuovo anno? Il team Global Fixed Income di Morgan Stanley condivide le sue opinioni sulle opportunità d’investimento nel 2019.

brave-new-world
 
Comunicazione  •  15-gen-2019

Informazioni sull’Investment Management Consiglio per la Sostenibilità 

Morgan Stanley Investment Management, in collaborazione con il Morgan Stanley Institute for Sustainable Investing, ha annunciato in data odierna un’importante traguardo nel suo impegno costante a favore degli investimenti sostenibili con la creazione dell’Investment Management Sustainability Council.

esg-brochure
 
Global Equity Observer  •  15-gen-2019

Diminuiscono i multipli, ma non i rischi 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Un calo degli utili e una contrazione della liquidità potrebbero creare un mix pericoloso per le quotazioni dei mercati finanziari? Dove si può trovare rifugio? Chiedetelo al team International Equity.

9462649-insight-tile
 
Connecting the Dots  •  15-gen-2019

Simhavalokana 2018 

Swanand Kelkar
In this article, Swanand Kelkar looks back at the tumultuous events of 2018 and reflects upon the lessons he learned as an investor.

insight-connecting-dots_sept_tile
 
Approfondimenti sulla Sostenibilità  •  7-gen-2019

Un approccio ESG orientato al rendimento 

Sarah Harrison, Joseph Mehlman
È possibile inglobare l’approccio ESG in un portafoglio obbligazionario senza rinunciare al rendimento? Il team Global Fixed Income ci spiega perché la risposta è decisamente affermativa.

yield-focused-esg-approach
 
Approfondimento macro  •  31-dic-2018

Azioni indiane: una classe di attivi per tutte le stagioni  

Swanand Kelkar, Ruchir Sharma
L’economia dell’India sta mostrando segnali di ripresa dopo l’ambiziosa riforma del 2016-17. Analizziamo perchè è ragionevole considerare questo come il momento opportuno di posizionarsi in India.

Indian-Equity-All-Weather-Asset
 
Market Outlook  •  31-dic-2018

Applied Equity Advisors January 2019 Commentary  

Andrew Slimmon
Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the January 2019 Monthly Commentary

aea-team
 
Global Multi-Asset Viewpoint  •  31-dic-2018

GMA Viewpoint: Key Investment Themes Into 2019 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Key Investment Themes Into 2019"

GMA-Tile
 
Global Fixed Income Insights  •  28-dic-2018

Prospettive 2019 – Obbligazioni convertibili Tutto è relativo 

Tom Wills
Quale classe di attivi potrebbe avere maggiore successo nel 2019? Le obbligazioni convertibili potrebbero essere un valido strumento di diversificazione per il prossimo anno, favorite da tassi e volatilità in aumento.

9423377-MarketOutlook-Tile-sm
 
Global Fixed Income Insights  •  28-dic-2018

2019 Convertibles Outlook: It's All Relative 

Tom Wills
Trying to figure out which asset class could become a break-out performer in 2019? The Convertible Bond Team discusses how convertible bonds can be a valuable portfolio diversification tool, amid higher rates and volatility next year.

9423377-MarketOutlook-Tile-sm
 
Global Fixed Income Insights  •  21-dic-2018

Prospettive dei mercati creditizi globali per il 2019: Aspettando Godot 

Richard Ford, Richard Lindquist, Joseph Mehlman, Warren Mar
Nel 2019 il mercato aspetta una recessione che non si verificherà? Il team Global Fixed Income spiegacome è possibile individuare opportunità di investimento interessanti sul mercato del credito, sfruttando a proprio vantaggio questa opinione generale.

9430662-Tile
 
Press Release  •  20-dic-2018

Vbrick Appoints Christian Rockwell as Chief Marketing Officer 

David N Miller, Pete Chung, Robert Bassman
Vbrick, a Morgan Stanley Expansion Capital portfolio company and the leader in enterprise video platform solutions, today announced that Christian Rockwell, an accomplished marketing executive for high-growth technology businesses, has been appointed as Chief Marketing Officer. In this role Rockwell will be responsible for marketing strategy and will lead the global marketing organization for the rapidly-growing company.

Expansion Capital Team - Private Equity - Insight Tile
 
Market Outlook  •  20-dic-2018

2019 – To Neutral and Beyond? 

Global Liquidity Team
As we look ahead to the new year, the key question for liquidity investors is what is the Federal Reserve’s neutral rate. This inferred rate will likely determine the path of interest rates in 2019 and beyond, as the Fed shifts their policy towards managing around neutral.

neutral-and-beyond
 
Approfondimento sugli investimenti  •  18-dic-2018

IL VANTAGGIO COMPETITIVO: Automazione/robotica 

Stan Delaney
Con i progressi nel campo dei software, dei sensori e delle pinze si apre una nuova era nella robotica e in numerosi mercati si avverte l’impatto rivoluzionario dei robot. Il team Growth di MSIM esamina il trend.

9423203-Tile-Small
 
GLOBAL EQUITY OBSERVER  •  17-dic-2018

Lode alle tartarughe… e alle società compounder 

International Equity Team
Il passo veloce della lepre potrebbe sembrare l’investimento più allettante, ma se avete obiettivi nel lungo termine, quello della tartaruga è più adatto. Bruno Paulson parla di compounder.

geo-dec18-new-tile
 
Global Fixed Income Insights  •  17-dic-2018

Buone prospettive per i Mercati Emergenti nel 2019 

Sahil Tandon, Warren Mar, Eric Baurmeister
Il 2018 è stato un anno difficile per i Mercati Emergenti, ma nel 2019 potrebbero segnare un rimbalzo. Di seguito il commento del Team Emerging Markets Debt.

9435371_Tile_v1
 
Global Fixed Income Insights  •  17-dic-2018

Buone prospettive per i prodotti cartolarizzati grazie alla solidità delle condizioni del credito al consumo 

Gregory Finck
La solidità del credito al consumo dovrebbe favorire i prodotti cartolarizzati nel nuovo anno. Il team Securitized illustra le opportunità offerte da questa classe di attivi.

9438045_Tile
 
Approfondimenti sulla Sostenibilità  •  17-dic-2018

Punteggi ESG  

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
Punteggi ESG: Confrontare mele con pere

Global-Sustain-Articles-Insight-Tile-ESG-Scores
 
Market Outlook  •  17-dic-2018

Europa — farà il brutto anatroccolo per sempre? 

Matthew Leeman
Il team European Equity di Morgan Stanley considera se vi siano presupposti ottimistici per investire in Europa nel 2019.

1x1-ugly_duckling
 
Approfondimenti sulla Sostenibilità  •  14-dic-2018

Governance 

William Lock
Maggiore la qualità di una società, maggiore l’importanza della sua governance, afferma William Lock di Morgan Stanley.

9663323 Global Sustain Articles-Insight Tile-Governance
 
Global Fixed Income Bulletin  •  14-dic-2018

Un malinconico novembre 

Global Fixed Income Team
Con il calo delle temperature è sceso il freddo anche sui mercati. Il team Global Fixed Income di Morgan Stanley condivide le sue opinioni sulle opportunità d’investimento nel 2019.

9447142-Tile
 
Press Release  •  13-dic-2018

Medsphere Closes $32 Million Financing Led by Morgan Stanley Expansion Capital 

Bill Reiland, David N Miller, Pete Chung
Medsphere Systems Corporation, the leading provider of affordable and interoperable healthcare information technology (IT) solutions and services, today announced the closing of $32 million in financing from Morgan Stanley