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path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  27-mar-2020

Coronavirus: l'attenzione si sposta sugli Stati Uniti AUDIO 

Laura Biancato, Andrew Harmstone
Laura Biancato, Specialista di Portafoglio del Team Global Balanced Risk Control, condivide l'ultimo aggiornamento di mercato del team GBaR focalizandosi sull'impatto del Coronavirus.

insights-coronavirus-andrew-harmstone-march
 
market-alert market-pulse news solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  26-mar-2020  •  3:39 Min

Market Alert with Andrew Slimmon: Is The Relief Rally Here? 

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
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  25-mar-2020

High Yield Outlook: rischi e opportunità attuali  

Global Fixed Income Team
Storicamente i rendimenti high yield si sono dimostrati resilienti. La nostra opinione è che i manager con un approccio attivo abbiano il potenziale per sovraperformare, evitare settori problematici e ridurre al minimo le perdite per default.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  24-mar-2020  •  7:30 Min

Credit Check with Richard Ford 

Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Audio-Page-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  23-mar-2020

Liquidità vs solvibilità = Federal Reserve vs Stimoli fiscali 

Jim Caron
La Fed sta intraprendendo iniziative senza precedenti per evitare che una crisi di liquidità nei mercati diventi una crisi di solvibilità. Jim Caron ci dice cosa è stato fatto fino ad ora.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  23-mar-2020

Coronavirus Update: The Outlook for Global Credit 

Richard Ford
Richard Ford, Head of Credit with the Global Fixed Income Team, discusses the potential impact of the coronavirus on global credit markets.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income audio
Market Pulse  •  23-mar-2020  •  7:56 Min

Market Pulse with Jim Caron: Encouraging Signs Emerging From Fed & Fiscal Responses 

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

Audio-Page-Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Articolo di approfondimento  •  23-mar-2020

Cinque settori che subiranno inevitabilmente l’impatto del cambiamento climatico 

Andrew Harmstone
Il cambiamento climatico è inevitabile e le autorità di molti – se non tutti – i Paesi hanno iniziato ad affrontarla in un modo mai così deciso. Uno dei rischi principali è che i mercati finanziari non stiano scontando abbastanza velocemente gli effetti di queste risposte politiche. Esamineremo cinque settori – servizi finanziari, estrazioni, petrolio e gas, utenze e automobilistico – che rischiano di subire le ripercussioni di maggiore portata.

9802118_Five-Sectors_Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  23-mar-2020

Five Sectors That Cannot Escape Climate Change 

Andrew Harmstone
Climate change is inescapable and many—if not all—governments are responding more decisively than ever. A significant risk is that markets are not pricing in the effects of these policy responses quickly enough. We explore five sectors—financial services, mining, oil and gas, utilities and autos—likely to be hit the hardest.

9802118_Five-Sectors_Insight-Tile-1x1
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  22-mar-2020

MS INVF Global Asset Backed Securities Fund: Global Coronavirus Update (March 20) 

Global Fixed Income Team
The team continues to meticulously monitor the situation and the effects on securitized assets and is actively managing our portfolios as the story continues to develop.

Fixed-Income-Team-Tile
 
active-fundamental-equity Active Fundamental Equity pdf
Insight Article  •  20-mar-2020

BIN There, Done That 

Counterpoint Global
BIN There, Done That - How to Reduce the Sources of Forecasting Error

insight-consilience-tile-1x1
 
path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset audio
PATH  •  20-mar-2020  •  02:11 Min

Coronavirus: Finalmente vediamo i primi segnali di azioni credibili AUDIO 

Laura Biancato, Andrew Harmstone
Laura Biancato, Specialista di Portafoglio del Team Global Balanced Risk Control, condivide l'ultimo aggiornamento di mercato del team GBaR focalizandosi sull'impatto del Coronavirus.

insights-coronavirus-andrew-harmstone-march
 
path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  20-mar-2020

Coronavirus: ecco i primi segnali di interventi concreti: era ora! 

Andrew Harmstone, Manfred Hui
In questo articolo, il team GBaR fornisce un aggiornamento in merito alle sue ultime prospettive di mercato e al posizionamento di portafoglio alla luce del diffondersi dell’impatto del coronavirus

insights-coronavirus-andrew-harmstone-march
 
market-alert news market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  18-mar-2020  •  3:29 Min

Flattening the Curve is Flattening the Market. At Least for Now. 

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

Audio-Page-Tile
 
market-pulse news active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  18-mar-2020

Impatto del coronavirus: Global Brands/Franchise, Global Quality, Global Sustain 

International Equity Team
Nel bel mezzo di una una delle più grandi crisi sanitarie e shock globali sugli utili aziendali, che stanno portando ad una correzione di mercato, i portafogli gestiti dall’International Equity Team continuano ad avere un posizionamento difensivo.

Coronavirus-Impact-tile
 
news market-pulse active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  17-mar-2020

International Equity Team: Coronavirus Impact: International Equity Fund  

International Equity Team
Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Coronavirus-Impact-tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  17-mar-2020

Update High Yield: Incertezza destinata a continuare 

Global Fixed Income Team
La diffusione del coronavirus è continuata in linea con quanto previsto da molti, ma il mercato è rimasto evidentemente deluso dalle risposte ricevute fino ad ora in termini di politiche.

Fixed-Income-Team-Tile
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  17-mar-2020

Finanziare il cambiamento climatico 

William Lock, Bruno Paulson, Dirk Hoffmann-Becking
La regolamentazione bancaria potrebbe imporre all’economia a spostarsi verso un modello a minore intensità di carbonio più velocemente del previsto. L’analisi del team International Equity.

insight-Financing-Climate-Change_Insight-Tile-1x1
 
news market-pulse video
APPROFONDIMENTO SUGLI INVESTIMENTI  •  16-mar-2020  •  5:44 Min

Aggiornamento sui prodotti flagship di Morgan Stanley Investment Management 

Niccolò Rabitti, Head of Retail Distribution Italy, fornisce un aggiornamento sui fondi più utilizzati di Morgan Stanley Investment Management e come i gestori di queste strategie si stanno posizionando per gestire la recente volatilità sui mercati dovuta alla diffusione del Coronavirus a livello globale.

aggiornamento-sui-prodotti-flagship-tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  15-mar-2020

Valutazione degli stimoli fiscali globali: la cavalleria sta arrivando, ma lentamente e litigando sul cavallo da utilizzare 

Global Fixed Income Team
La politica monetaria non è più sufficiente. È tempo di rivolgersi agli stimoli fiscali e alle politiche di sostegno al mercato. Secondo Jim Caron la cavalleria sta arrivando, ma lentamente e litigando sul cavallo da utilizzare.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  13-mar-2020

European Central Bank: Looking for Silver Linings in Disappointment 

Anton Heese
The initial market response to the European Central Bank (ECB) meeting on March 12th was disappointment – equity prices fell while Bund yields rose, depsite the ECB actually delivered nearly everything analysts had been expecting from it.

Fixed-Income-Team-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  12-mar-2020

MS INVF Global Asset Backed Securities Fund: Global Coronavirus Update 

Global Fixed Income Team
The U.S. Securitized Team is diligently monitoring the Coronavirus and any implications that it may have on securitized assets and is actively managing our portfolios as the story continues to develop.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  11-mar-2020

Energy Market Turmoil: What's Next? 

Global Fixed Income Team
After what was supposed to be a coordinated supply cut by OPEC+ to balance markets and keep oil prices high, Saudi Arabia and Russia instigated an oil price war.

Fixed-Income-Team-Tile
 
market-pulse news solutions-and-multi-asset Solutions & Multi-Asset page
Market Pulse  •  11-mar-2020

Coronavirus: posizionare i portafogli in vista di una lenta ripresa 

Andrew Harmstone, Christian Goldsmith
Andrew Harmstone condivide l'ultimo aggiornamento di mercato del team GbaR focalizandosi sull'impatto del Coronavirus

insight-coronavirus-tailrisk
 
market-alert news market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  10-mar-2020  •  7:01 Min

How Much More Pain Is There? 

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
 
market-pulse news active-fundamental-equity Active Fundamental Equity page
Market Pulse  •  10-mar-2020

Our Coronavirus Worries Are a Bit Different 

Ruchir Sharma
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.

9813764-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Macro Insight  •  9-mar-2020

Living on the Edge 

William Lock, Laura Bottega
Late cycle investors considering a bumpier ride for markets may wish to revisit the attractions of truly active investing to bridge any potential yawning chasms ahead.

insight-livingontheedge_Living-on-the-Edge_Insight-Tile-1x1
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  6-mar-2020

ESG and Sustainable Investing Report 

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

GO-GlboalOpp-Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  3-mar-2020

Emergency Fed Cut: Not a Vaccine, but a Treatment for Symptoms 

Jim Caron
On March 3, the Federal Reserve cut rates by 50 basis points (bps) to between 1-1.25%. What should fixed income investors make of this move?

Fixed-Income-Team-Tile
 
market-alert news market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  2-mar-2020  •  4:26 Min

Is the Recession Scare Fully Priced In? 

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

Aggiornamento: Coronavirus e mercati  

Global Fixed Income Team
Al momento è chiaro che il Coronavirus avrà almeno un impatto di breve periodo sull'economia globale. La domanda è: come ci dobbiamo muovere sul mercato obbligazionario?

Fixed-Income-Team-Tile
 
path market-pulse news solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  2-mar-2020

Coronavirus: Seeking to Protect GBaR Portfolios from Tail Risk 

Global Balanced Risk Control Team
As the impact of the coronavirus (COVID-19) continues to threaten economic growth, the GBaR team discusses its implications and explains the steps the team has taken to manage portfolio tail risk.

insight-coronavirus-tailrisk
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  2-mar-2020

Global Recovery Delayed, But Not Derailed 

Sergei Parmenov, Cyril Moulle-Berteaux
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Global Recovery Delayed, But Not Derailed."

gma-viewpoint-will-turkey-be-brazil
 
global-fixed-income-bulletin news market-pulse fixed-income Fixed Income page
Global Fixed Income Bulletin  •  29-feb-2020

Tutto dipende dal virus 

Global Fixed Income Team
È ormai chiaro che la pandemia di coronavirus avrà un impatto significativo sull’economia globale. Fintantoché l’impatto del virus rimarrà dirompente piuttosto che distruttivo, dovremmo riuscire a intravedere la fine del tunnel.

9820792_itsallaboutvirus_Insight-Tile-1x1
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-feb-2020

Why ESG in Fixed Income Investing? 

Joseph Mehlman
Portfolio Manager Joe Mehlman explores the beliefs underpinning the Global Fixed Income team's approach to ESG.

insight-esg-video_Tile-with-play
 
2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset video
2020 Outlook  •  28-feb-2020  •  4:24 Min

VIDEO Prospettive GBaR 2020: Non si tratta dei soliti sospetti  

Andrew Harmstone
Questo video fornisce una breve sintesi dell'outlook di mercato 2020 di Andrew Harmstone.

9800236_393x348
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-feb-2020  •  2:14 Min

Four Reasons to Incorporate ESG in Sovereign Bond Investing  

Jim Caron
Head of Global Macro Strategies Jim Caron discusses the potential benefits of using ESG in fixed income.

9806401_Tile-with-play
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-feb-2020

A Systematic Approach to ESG Integration  

Joseph Mehlman
Head of Credit Joe Mehlman explains how the team incorporates ESG factors in their investment process.

insight-asystematicapproachtoesg_Tile-with-play
 
sustainable-investing fixed-income Fixed Income video
Sustainable Investing  •  28-feb-2020

ESG: An Essential Component to Securitized Assets  

Gregory Finck
Gregory Finck explains what makes securitized assets a natural fit for incorporating ESG principles.

insight-fixedincomeesgvideo_Tile-with-play
 
path news solutions-and-multi-asset Solutions & Multi-Asset pdf
PATH  •  27-feb-2020

Coronavirus – misure per proteggere i portafogli GBaR dai rischi estremi 

Global Balanced Risk Control Team
Dato che l'impatto del Coronavirus (COVID-19) continua a minacciare la crescita economica, il tean GbaR discute le implicazioni che potrebbero esserci e spiega quali decisioni abbia preso il team per gestire i rischi estremi di portafoglio.

insight-coronavirus-tailrisk
 
market-alert news market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  26-feb-2020  •  4:40 Min

Another Recession Scare? 

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
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  26-feb-2020

cPacket Networks Secures $15 Million Investment from Morgan Stanley Expansion Capital 

David N Miller, Pete Chung
cPacket Networks, a leading provider of network-aware application and security assurance solutions, announced it has completed a $15 million round of funding by Morgan Stanley Expansion Capital. The investment will be used to accelerate cPacket’s focus on product innovation and deployment of its broad range of high-performance network visibility products for the cloud, data center, and branch offices.

Expansion Capital Team - Private Equity - Insight Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  25-feb-2020

How to Read the Drop in U.S. Treasury Yields 

Jim Caron
The U.S. 10 Year has reached historic lows. Jim Caron explores what that could say about the state of the U.S. economy.

Fixed-Income-Team-Tile
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  24-feb-2020

Inflation Worries Premature 

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

insight-tile-GMA-Viewpoint
 
fixed-income Fixed Income page
Insight Article  •  21-feb-2020

Bond Yields Will Rise, But When?  

Jim Caron
U.S. bond yields have been declining for four decades. Jim Caron explores what could make the the next decade different.

9798425_Bond-yields-will-rise_Insight-Tile-1x1
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-feb-2020

Just When You Thought It Was Safe to Go Back in the Water... 

Global Fixed Income Team
Although markets grappled with conflicting forces in January – upbeat economic data versus the coronavirus risk – the Morgan Stanley Global Fixed Income Team explain their cautious optimism.

9801103_Just-When-You-Thought-It-Was-Safe_Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  14-feb-2020

Applied Equity Advisors: Feb 2020 - Bullish Capitulation – Real Time 

Andrew Slimmon
In his February commentary, Andrew Slimmon muses about the global equity market and wonders whether it has “gone off its rocker” considering the agitated state of affairs in the U.S. and the world.

aea-team
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  12-feb-2020

Funds advised by Apax Partners to acquire Cadence Education from Funds advised by Morgan Stanley Capital Partners 

Aaron Sack, David N Miller, David Thompson
Funds advised by Apax Partners today announced they have reached an agreement to acquire Cadence Education, a leading provider of early childhood education in North America, from investment funds managed by Morgan Stanley Capital Partners (MSCP). The transaction is expected to complete in March 2020. Financial terms of the transaction were not disclosed.

Capital Partners - Insight Tile
 
market-pulse news fixed-income Fixed Income page
Market Pulse  •  12-feb-2020

The Coronavirus and Its Impact on the Global Market 

Jim Caron
What will be the long-term impact of the Coronavirus on the global economy? Jim Caron thinks it all depends on the shape of the eventual recovery.

Fixed-Income-Team-Tile
 
sustainable-investing private-credit-and-equity Private Credit & Equity page
Sustainable Investing  •  12-feb-2020

You Are Not Doing ESG Investing 

Vikram Raju
The frequent appearance of ESG in everyday conversation lately is a welcome development. However, it is very important to clarify what ESG is (and what it isn’t) and employ this frequently used term in its proper context.

insight_youarenotdoingESGinvesting_Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  11-feb-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
 
2020-outlooks active-fundamental-equity Active Fundamental Equity page
2020 Outlook  •  10-feb-2020

Fading the U.S. FOMO Market and Five Keys to Outperformance in 2020 

Jitania Kandhari, Ben Rozin
If "fear of missing out" has propelled the U.S. stock market over others, what can investors expect from the early years of the 2020s and the decade to come? The Active International Allocation team outlines their five key investment expectations.

9792617-Insight-Tile-1x1
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  5-feb-2020

Morgan Stanley Capital Partners Completes Investment in World 50 

James Howland, Aaron Sack, 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 recently that they have completed an investment in World 50, Inc., a leading provider of private peer communities. MSCP partnered with the current management, led by CEO David Wilkie, who will remain CEO and continue to drive organic growth and acquisitions during the investment.

Capital Partners - Insight Tile
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  3-feb-2020  •  4:26 Min

Time to Panic or Time to Buy? 

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
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  31-gen-2020

Applied Equity Advisors Monthly Commentary - January 2020  

Andrew Slimmon
Andrew Slimmon recaps 2019, highlighting the benefits of managing style-unconstrained strategies. Going into 2020 he acknowledges that the equity market is a complex beast, yet finds it remarkable how consistently it behaves relative to history.

AEA-2x1-tile
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  31-gen-2020

Opportunities in A-shares 

Global Emerging Markets Team
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.

9229976-Opportunites-in-A-Shares-tile
 
active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-gen-2020

La seconda montagna 

Laura Bottega, Bruno Paulson
Le odierne problematiche ambientali e sociali offrono alle aziende numerosi spunti per dedicarsi a uno scopo oltre che all’utile.

9787483_Second-Mountain_Insight-Tile-1x1
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  31-gen-2020

Diving Below the Surface: ESG Integration in Emerging Markets 

Global Emerging Markets Team
The Global Emerging Markets Team demonstrate how monitoring progress on ESG issues – through engagement with companies’ management teams – helps them build a more complete picture of the growth opportunities and risks in their portfolio.

insight-Diving-Below-the-Surface-Insight-Tile-1x1
 
fixed-income Fixed Income video
Video di approfondimento  •  30-gen-2020  •  2:45 Min

Analisi e prospettive 4T19: Global Fixed Income Opportunities 

Jim Caron
Riteniamo che le opportunità di investimento per il 2020 siano nei segmenti di mercato ciclici e meno sensibili ai tassi, ben posizionati per un recupero.

4Q19-GFIO-outlook
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  30-gen-2020

OpsRamp Secures Investment Led by Morgan Stanley Expansion Capital to Fortify Enterprise IT with a Single Platform for Digital Operations Management 

David N Miller, Pete Chung
OpsRamp, service-centric AIOps platform for hybrid enterprise IT operations, today announced the closing of its latest round of investment led by Morgan Stanley Expansion Capital, and with new investor Hewlett Packard Enterprise (HPE). OpsRamp will use the investment to grow and scale the industry’s first cloud-based platform for discovery, monitoring, and automation of hybrid, multi-cloud, enterprise environments.

Expansion Capital Team - Private Equity - Insight Tile
 
private-credit-and-equity Private Credit & Equity page
Press Release  •  27-gen-2020

Comar Announces Acquisition of iMARK Molding 

James Howland, Aaron Sack, Mark Bye, David N Miller
Comar, a premier plastic packaging, dispensing, and medical device provider serving the Medical, Pharmaceutical, Consumer Healthcare, Personal and Home Care, Food and Beverage, and other niche market segments is thrilled to announce the acquisition of iMARK Molding, a custom contract manufacturer focused on serving the medical device industry.

Capital Partners - Insight Tile
 
2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2020 Outlook  •  24-gen-2020

Prospettive 2020 : Non si tratta dei soliti sospetti 

Andrew Harmstone
La crescita economica globale sembra sufficientemente solida da evitare una recessione, ma il rallentamento è tale da spingere alcuni paesi ad implementare programmi di stimolo fiscale. Per il 2020, riteniamo che le opportunità più interessanti a livello di rendimenti potenziali non rientrino tra i soliti sospetti.

9769267_Not-the-Usual-Suspects_Insight-Tile-1x1
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  15-gen-2020

La dolce vita è tornata… ma quanto durerà? 

Global Fixed Income Team
Dopo l’eccellente finale del 2019, cosa ci aspetta nel nuovo anno? Il team Global Fixed Income di Morgan Stanley condivide le sue opinioni sulle opportunità d’investimento nel 2020.

9772779_GFI Bulletin_Insight-Tile-1x1
 
sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  15-gen-2020

Bondholders to Companies: Let's Talk About Climate Change 

Global Fixed Income Team
As the cost of climate change-related natural catastrophes grows, for the first time bondholders are pressing their portfolio companies about risks and other ESG topics.

9785380_Bondholders-to-Companies_Insight-Tile-1x1
 
page
Insight Article  •  14-gen-2020

Diverging Markets Demand Discerning Investors 

Real Assets Research and Investing Team
While the global property market will continue to produce a robust flow of investment opportunities in 2020, the dispersion between countries, markets, sectors and asset types will likely require investors to deploy capital more thoughtfully.

9764497_Diverging-Markets-Insight-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  12-gen-2020

If the economy is so darn good, why are yields so darn low?  

Jim Caron
Data is getting better, but bond yields are not following. What's going on here? Jim Caron explains.

Fixed-Income-Team-Tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  7-gen-2020

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
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  7-gen-2020

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-1x1
 
2020-outlooks solutions-and-multi-asset Solutions & Multi-Asset page
2020 Outlook  •  2-gen-2020

È tempo di vedere gli hedge fund con occhi diversi 

Mark van der Zwan
Le prospettive per i rendimenti su azionario e obbligazionario sono poco entusiasmanti, ma è esattamente in questo tipo di contesto che gli hedge fund hanno la capacità di generare buoni risultati.Essendo la tipologia di gestione attiva più svincolata, gli hedge fund sono concepiti per sfruttare e amplificare le opportunità in modi che sono preclusi alle strategie passive e a quelle attive long-only.

Market-Outlook-2020-Hedge-Fund-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-dic-2019

Tra Scilla e Cariddi 

William Lock, Bruno Paulson
Ecco come un orientamento alla qualità aiuta gli investirori a destreggiarsi tra il doppio pericolo della recessione e dell’inflazione.

insights-between-scylla-and-charybdis-Tile-1x1
 
sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  31-dic-2019

Driving Value in Fixed Income Through ESG  

Joseph Mehlman, Sarah Harrison, Stella Ma
Can investors incorporate ESG into their portfolios without giving up yield? The Global Fixed Income Team believes the answer is a resounding yes.

insight-driving-value-in-fixed-income-through-esg-tile
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  31-dic-2019  •  4 Min

Don’t Overreact to an Early January 

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
 
real-assets Real Assets page
Press Release  •  19-dic-2019

Morgan Stanley Investment Management Raises $5.5 Billion for Its Third Global Infrastructure Fund 

Morgan Stanley Infrastructure Partners
Morgan Stanley Infrastructure Partners, the private infrastructure investment team within Morgan Stanley Investment Management, today announced that it has raised $5.5 billion for North Haven Infrastructure Partners III, six months after the fund’s first close on June 19, 2019.

Infrastructure - Insight Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  18-dic-2019

U.S. - China Phase 1: More a Truce Than a Deal, but a Step in the Right Direction 

Jim Caron
On December 15 the U.S. and China stopped the “rock throwing” as no new tariffs were announced by either of the antagonists. And while there is no official deal in place, this “truce” is clearly a good first step, as outlined by Jim Caron.

Fixed-Income-Team-Tile
 
2020-outlooks fixed-income Fixed Income page
2020 Outlook  •  18-dic-2019

Prospettive di mercato 2020: Emerging Markets Debt: Differenziazione più che duration 

Sahil Tandon, Warren Mar, Eric Baurmeister
Quali dinamiche determineranno l'andamento delle obbligazioni dei Mercati Emergenti il prossimo anno?Il team Global Fixed Income illustra le sue aspettative su cosa accadrà nel 2020.

boardwalk path to sand dunes
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  13-dic-2019

December FOMC: Connecting the Dots 

Jim Caron
After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.

Fixed-Income-Team-Tile
 
2020-outlooks real-assets Real Assets page
2020 Outlook  •  9-dic-2019

2020 Public Infrastructure Outlook 

Global Listed Real Assets Team
A variety of economic and structural tailwinds helped spur global listed infrastructure’s strong 2019 performance. The Global Listed Real Assets team takes a sector-based approach in examining those trends in 2020.

US_EMEA_en_2020InfrastructureOutlook_Insight-Tile-1x1
 
2020-outlooks fixed-income Fixed Income page
2020 Outlook  •  8-dic-2019

Fixed Income Outlook 2020: dalla revisione alla ripresa 

Jim Caron
Nel 2019, le banche centrali hanno operato tagli aggressivi ai tassi di interesse e hanno spinto al ribasso i tassi obbligazionari per evitare una recessione, che poi non si è mai realmente verificata. Riteniamo che le opportunità d’investimento nel 2020 riguardino i segmenti di mercato ciclici e con minore sensibilità ai tassi che sono pronti per una ripresa.

9759412-Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  5-dic-2019

Equity Market Commentary - December 2019  

Andrew Slimmon
In his December commentary Andrew Slimmon talks about staying in the moment and focusing on “where we are NOW,” not where we might be six months or a year from now.

aea-team
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  4-dic-2019

Alternative Risk Premia: Taking Control of Your Exposures 

Patrick Reid, Gary Chan
ARP have the potential to mitigate downside risk, while in many cases still generating positive returns in a liquid and costefficient way.

9698769-Digital-Assets-Insight-Tile-1x1
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  4-dic-2019  •  4 Min

Capitulation is Just Commencing 

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
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  2-dic-2019

Alternative Lending: Why Today and Through the Credit Cycle? 

Kenneth Michlitsch
Against a backdrop of low interest rates and tight corporate credit spreads, investors struggle to find sufficient yield from traditional fixed income. Fintech-driven alternative lending is a nascent, consumer-focused private credit asset class that potentially offers yield pick-up, as well as duration and diversification benefits.

9726315-Insight-Tile-1x1
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  30-nov-2019

Plastica monouso nel settore dei beni di largo consumo 

Vladimir Demine, Nic Sochovsky
Negli ultimi cinquant’anni l’uso degli imballaggi in plastica è cresciuto in maniera esponenziale. Esaminiamo in che modo le aziende produttrici di beni di largo consumo (FMCG) affrontano questo problema cruciale e quali potrebbero essere le sue ripercussioni sui costi operativi e gli utili.

Single-Use-Plastic-in-the-Consumer-Staples-Sector-Insight-Tile
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  30-nov-2019

La musica non cambia 

Global Fixed Income Team
La performance disomogenea dei mercati obbligazionari di dicembre, sebbene apparentemente casuale, rinforza la nostra tesi sulla presenza di alcuni temi sui quali gli investitori possono concentrarsi.

insight-thesongremainsthesame_Insight-Tile-1x1
 
2020-outlooks fixed-income Fixed Income page
2020 Outlook  •  30-nov-2019

Un anno a due facce: i fattori tecnici sono temporanei, la qualità è permanente  

Richard Ford
Il 2019 è stato un anno alla “Riccioli d’Oro” per il credito.Sarà così anche nel 2020?Il team Global Fixed Income illustra le sue opinioni su un anno che dovrebbe offrire tante opportunità ai gestori attivi.

path in the woods
 
2020-outlooks active-fundamental-equity Active Fundamental Equity page
2020 Outlook  •  30-nov-2019

Il rallentamento della crescita prende piede in un mondo a 4 D 

Ruchir Sharma
Le nostre prospettive per il 2020 non sono né rialziste né ribassiste: sono solo realiste.Riteniamo che le 4 D, ovvero Depopolamento, Declino della produttività, Deglobalizzazione e Debito di rilevanti proporzioni, comportino un rallentamento della crescita mondiale nel 2020.

Market-Outlook-2020-Vision-GEM-Insight-Tile-1x1
 
2020-outlooks active-fundamental-equity Active Fundamental Equity page
2020 Outlook  •  30-nov-2019

Nuotare controcorrente 

Matthew Leeman
In diversi momenti, investire nell’azionario europeo sembrava come nuotare controcorrente.Il 2020 offre opportunità interessanti per chi è disposto a esaminarle.Perché le correnti cambiano.

winding dock over water
 
sustainable-investing global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  29-nov-2019

Il vantaggio ESG 

Vladimir Demine, William Lock, Bruno Paulson
Investire in società con solide prassi ESG vuol dire investire in società migliori?

9757918-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity video
Insight Video  •  28-nov-2019

Why Invest in Emerging Markets Small Caps? 

Omair Ansari
Why Invest in Emerging Markets Small Caps? With little sell side coverage and so many growing companies, the small cap space offers high information inefficiencies with less volatility at an attractive price. And we believe their time is now.

9744414_Tile-with-play
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  27-nov-2019

Top 10 for ‘20 

Jim Caron
In our view, 2019 was a mid-cycle reset where the Fed cut rates three times, capital expenditure bottomed out and global GDP slowed. The bad news is that yields are low and investors are long on duration, a big risk given that the Fed will likely stay on the sidelines and not lower rates in 2020.

Fixed-Income-Team-Tile
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  19-nov-2019

From Mid-Cycle Reset to Cyclical Recovery 

Jim Caron
This time last year the market projected the economy was headed into a recession, and the Fed engaged in a policy mistake by planning to hike rates above 3.00%. Instead, what we realized was 75bps of rate cuts along with cuts from global central banks and a restart of quantitative easing (QE).

Fixed-Income-Team-Tile
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  18-nov-2019

Continua la normalizzazione 

Global Fixed Income Team
Per molti versi, in ottobre abbiamo assistito a una prosecuzione degli sviluppi iniziati a settembre. Eppure il team Global Fixed Income ritiene ora che i mercati obbligazionari si trovino a un bivio: o i dati miglioreranno con il rientro dei rischi geopolitici, oppure assisteremo al ritorno dei timori per la guerra commerciale e a un peggioramento dei fondamentali dell’economia.

NovGFIBulletinTile
 
sustainable-investing solutions-and-multi-asset Solutions & Multi-Asset page
Sustainable Investing  •  14-nov-2019

ESG Investing: Living in a Material World 

Leslie Delany
Can exemplary corporate behavior on ESG issues really translate into better financial results and improved stock price performance? In our mind, the answer is a resounding yes. The key is materiality.

insight-esginvestinglivinginamaterialworld-tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Insight Article  •  14-nov-2019

Equity Market Commentary - November 2019  

Andrew Slimmon
In his latest commentary Andrew Slimmon notes that the S&P 500 has finally broken out of its year-and-a-half trading range, and could end the year near 3200.

aea-team
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  13-nov-2019  •  4 Min

The S&P 500 Has Broken Out to New Highs, Now What?  

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
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  8-nov-2019

Our Formula for Earnings Resilience 

Laura Bottega
In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.

Our-Formula-Insight-Tile-1x1
 
fixed-income Fixed Income page
Insight Article  •  7-nov-2019

The Real Problem with Low Yields 

Jim Caron
Fixed income plays a special role in managing risk because it tends to be a safer, more liquid and less volatile asset. We still think that is largely true, however, there is a catch. Traditional bond strategies may be less effective in acting as a hedge and also have less appreciation potential than when yields were higher.

insight_the-real-problem-with-low-yields-tile-1x1
 
fixed-income Fixed Income page
Articolo di approfondimento  •  7-nov-2019

Il vero problema dei rendimenti bassi 

Jim Caron
Il reddito fisso svolge un ruolo fondamentale nella gestione del rischio perchè tende ad essere ad essere una classe di attivo più sicura, più liquida e meno volatile. Secondo noi tutto questo è ancora valido ma c’è un problema: le strategie obbligazionarie tradizionali potrebbero risultare meno efficaci per attuare una copertura e dotate inoltre di un potenziale di apprezzamento inferiore rispetto ai periodi in cui i rendimenti sono maggiori.

insight_the-real-problem-with-low-yields-tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Articolo di approfondimento  •  3-nov-2019

Tenuta degli utili: la nostra formula 

Monica Carta, William Lock
A nostro giudizio, la “formula” per investire con successo deve contenere due variabili fondamentali: potere di determinazione dei prezzi e ricavi ricorrenti.

Our-Formula-Insight-Tile-1x1
 
global-equity-observer active-fundamental-equity Active Fundamental Equity page
Global Equity Observer  •  31-ott-2019

Potere di fissazione dei prezzi: che cos’è? 

William Lock, Dirk Hoffmann-Becking, Bruno Paulson
L’importanza del potere di fissazione dei prezzi. Il team International Equity spiega perché è una delle caratteristiche chiave dei compounder di qualità.

9728251-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Articolo di approfondimento  •  25-ott-2019

Lezioni da un Warren Buffett ventunenne 

Kristian Heugh, Marc Fox
Investire in società di alta qualità al giusto prezzo può non solo generare ricchezza, ma offrire anche una buona protezione nelle fasi di ribasso dei mercati.

Lessons-from-Buffett-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity page
Insight Article  •  25-ott-2019

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.

Lessons-from-Buffett-Insight-Tile-1x1
 
market-alert solutions-and-multi-asset Solutions & Multi-Asset audio
Slimmon's Market Alert  •  25-ott-2019  •  4 Min

Market Alert with Andrew Slimmon 

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.

Audio-Page-Tile
 
fixed-income Fixed Income video
Video di approfondimento  •  22-ott-2019

Analisi e prospettive 3T19: Global Fixed Income Opportunities  

Christian Roth
La direzione e l’entità delle oscillazioni dei tassi di interesse nell’ultimo anno sono state incredibili. Chris Roth analizza i catalizzatori di tali cambiamenti.

9740213-Tile-with-play
 
sustainable-investing active-fundamental-equity Active Fundamental Equity page
Sustainable Investing  •  22-ott-2019

Coinvolgimento 

International Equity Team
L’ultima edizione di Engage, l’aggiornamento semestrale del team International Equity sulla loro attività di coinvolgimento in tema ESG.

engage-sustainability-report
 
global-fixed-income-bulletin fixed-income Fixed Income page
Global Fixed Income Bulletin  •  17-ott-2019

Un mese di inversione di tendenza  

Global Fixed Income Team
Quali sono i tre principali fattori che hanno determinato la correzione di settembre e come influenzano il nostro posizionamento? Ce ne parla il team Global Fixed Income.

9700290_Web_Tile_v1
 
solutions-and-multi-asset Solutions & Multi-Asset video
Video di approfondimento  •  11-ott-2019

VIDEO: Picco dell’auto o semplici scossoni lungo il percorso? 

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

9711575_393x348-LB
 
sustainable-investing fixed-income Fixed Income page
Sustainable Investing  •  10-ott-2019

ESG and Sovereign Fixed Income Investing: A Better Way 

Teal Emery, Jim Caron
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.

insight-esg-sovereign-fixed-income-investing-tile
 
solutions-and-multi-asset Solutions & Multi-Asset page
Fear of Falling  •  8-ott-2019

Il rischio come punto di partenza, non come fattore secondario 

Andrew Harmstone, Laura Biancato
I rendimenti finanziari più brillanti attirano l’attenzione della stampa… così come i tracolli di mercato più drammatici. Raramente però leggiamo articoli sui fondi che eccellono nel controllo della volatilità, generando al contempo rendimenti robusti e competitivi. Tuttavia, la gestione della volatilità è la chiave per superare una forte contrazione dei mercati.

Risk-As-A-Starting-Point-Insight-Tile-1x1
 
active-fundamental-equity Active Fundamental Equity video
Insight Video  •  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.

9693331_Tile_1
 
active-fundamental-equity Active Fundamental Equity video
Insight Video  •  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.

9693331_Tile_1
 
active-fundamental-equity Active Fundamental Equity video
Insight Video  •  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
 
global-multi-asset-viewpoint solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  30-set-2019

Value Stocks - Once In A Decade Opportunity 

Cyril Moulle-Berteaux, Sergei Parmenov
MSIM’s Global Multi-Asset Team discusses their investment perspective in the latest viewpoint: “Value Stocks: Once In A Decade Opportunity.”