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

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

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

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

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

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

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active-fundamental-equity Active Fundamental Equity video
Insight Video  •  19-nov-2020  •  4:29 Min

Emerging Markets Leaders Q&A 

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

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

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

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

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

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

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

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market-alert market-pulse solutions-and-multi-asset Solutions & Multi-Asset audio
Market Alert  •  11-nov-2020  •  5:26 Min

Market Alert with Andrew Slimmon: Opportunities Abound 

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

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

How Big Are the Waves? 

Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.

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

The Pandemic's Silver Lining  

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

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

Elezioni presidenziali americane: Lo stato delle cose 

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

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market-pulse fixed-income Fixed Income page
Market Pulse  •  9-nov-2020

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

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

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

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

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

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

Engagement 

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

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

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

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

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

The Markets and Presidential Elections Through a Historical Lens 

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

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market-pulse fixed-income Fixed Income page
INSIGHT AUDIO  •  30-ott-2020

Presidential Election Series With Jim Caron 

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

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

AIP Hedge Fund Solutions Team Review and Outlook 

Christopher Morser
The AIP Hedge Fund Solutions Team provides its view on recent performance of the hedge fund industry and its outlook for hedge fund strategies going forward.

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

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

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

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

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

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

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

Serie sulle elezioni presidenziali: scontare il ritorno della domanda 

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

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

Luce all'orizzonte 

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

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

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

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

9920558-Insight-Tile-2x2
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market-pulse fixed-income Fixed Income page
Market Pulse  •  19-ott-2020

Elezioni Presidenziali: la serie L'impatto dei piani fiscale e di spesa 

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

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

U.S. Industrials Poised to Outperform 

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

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

Compounder resilienti: Un investimento prezioso 

William Lock, Bruno Paulson
Le tre strategie globali del team International Equity presentano in media rendimenti invariati da inizio anno, a fronte del -15% complessivo dell’indice MSCI World. Bruno Paulson riflette sul motivo per cui i compounder di alta qualità non determinano un premio maggiore.

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

Quantum Computing 

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

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

Il diavolo si nasconde nei dettagli 

Global Fixed Income Team
Il nostro Global Fixed Income team discute di un “mese estremamente impegnativo per i mercati finanziari” e spiega perché è una buona decisione posizionare i portafogli verso asset rischiosi.

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

Sustainability: Material Actions Speak Louder Than Words  

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

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video
Video di approfondimento  •  14-ott-2020

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

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

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

The Stock Market Is Not Partisan  

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

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

"The Economy, Stupid" 

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

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

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

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

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

Le obbligazioni scontano le presidenziali USA 

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

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

Road to Recovery: 2020’s Final Lap 

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

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

Equity Market Commentary - September 2020 

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

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active-fundamental-equity Active Fundamental Equity page
Articolo di approfondimento  •  30-set-2020

La ricerca del reddito Reddito, nel modo giusto 

Richard Perrott, Dirk Hoffmann-Becking, Bruno Paulson
Quali sono le fonti affidabili di reddito per gli investitori nel contesto attuale di mercato? L’analisi del team International Equity.

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fixed-income Fixed Income video
Insight Video  •  30-set-2020

3Q2020 Review/Outlook: Global Fixed Income Opportunities 

Jim Caron
Portfolio manager and Head of Global Macro Strategies Jim Caron reflects on lessons learned during the third quarter, and how the team is positioning the portfolio for the risk of “known unknowns” -- U.S. elections, COVID-19 and potential fiscal stimulus – in the months ahead.

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fixed-income Fixed Income video
Video di approfondimento  •  30-set-2020

Review/Outook Terzo trimestre 2020: Global Fixed Income Opportunities 

Jim Caron
Jim Caron, Gestore di Portafoglio e Head of Global Macro Strategies commenta la lezione appresa durante il terzo trimestre, e descrive come il team sta posizionando il portafoglio per gestire i rischi legati al “conoscere l’ignoto” - Elezioni statunitensi, COVID-19 e potenziali stimoli fiscali - nei mesi che verranno.

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fixed-income Fixed Income page
Insight Article  •  30-set-2020

Fixed Income Newsletter: Quarterly Update 

John Dillon, Kevin Lynyak
The Fixed Income Managed Solutions Team provides review and perspective on fixed income markets.

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sustainable-investing liquidity Liquidity page
Sustainable Investing  •  28-set-2020

Driving Value in Liquidity Through ESG 

Barbara Calvi, Navindu Katugampola
Investors are increasingly looking to incorporate ESG within their entire portfolio, including the liquidity component. We discuss our holistic approach to ESG analysis and how that is integrated into the investment process.

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

Alla scoperta di ottobre: il prezzo è giusto?  

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

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

Il settore sanitario ai tempi della pandemia 

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

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

I dati sono contrastanti, ma il futuro ispira ottimismo 

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

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

Animal Spirits and the US Election: Will Momentum Stall? 

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

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

Decarbonizzazione: i concetti base 

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

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

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

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

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

One Job 

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

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

Parola d’ordine: consolidamento 

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

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

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

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

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

The Winners of a Post-Pandemic Era 

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

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

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

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

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

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

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

Fixed-Income-Team-Tile
 
private-credit-and-equity Private Credit & Equity page
Insight Article  •  24-ago-2020

Post COVID-19 Crisis, Increasing Duration Could Open Up New Realms for Private Equity Managers 

AIP Private Markets Team
As holding period of a private equity portffolio continue to increase, AIP Private Markets Secondaries look at the solutions on offer to the investor.

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

“Cosa possiamo aspettarci in futuro?” La Fed valuta la possibilità di adottare l’AIT: Average Inflation Targeting 

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

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

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

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

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

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

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

GBaR-Media-Tile-1x1
 
path market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
PATH  •  21-ago-2020

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

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

GBaR-Media-Tile-1x1
 
market-pulse fixed-income Fixed Income page
Market Pulse  •  21-ago-2020

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

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

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

CAR-T Therapy 

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

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

Andrà avanti così? La musica non cambia 

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

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

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

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

Capital Partners - Insight Tile
 
private-credit-and-equity Private Credit & Equity page
Insight Article  •  13-ago-2020

The Case for Private Equity Investing Amid the Crisis 

Neha Champaneria Markle
Learn how coronavirus has affected the outlook for private equity investing, which could become an important source of capital in an economic recovery.

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

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

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

Energy Partners Team - Insight Tile
 
consilient-observer active-fundamental-equity Active Fundamental Equity page
Consilient Observer  •  4-ago-2020

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

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

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

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

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

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

Morgan Stanley Investment Management launches two Fixed Income Sustainable European Funds 

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

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sustainable-investing private-credit-and-equity Private Credit & Equity video
Sustainable Investing  •  1-ago-2020  •  15:01 Min

2020 IPE Congress - Vikram Raju Video Replay 

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

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

Beyond Windmills: The New Environmental Portfolio 

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

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

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

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

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

Fishing for Stocks in China 

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

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

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

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

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

Where To Next: A Framework For Resilience 

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

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

Le forze procicliche indeboliscono il dollaro USA 

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

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

Equity Market Commentary - July 2020 

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

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

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

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

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

No, the Markets Aren't Crazy 

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

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

Analisi e prospettive 2Q20: Global Fixed Income Opportunities 

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

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

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

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

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

MS Global Brands Equity Income - Targeting 4% 

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

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

Il futuro dei pagamenti 

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

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

Alternative Risk Premia: Taking Control of Your Exposures 

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

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

Andrà avanti così? 

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

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

L’economia globale sta lentamente emergendo dall’ombra  

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

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

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

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

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

Tutto fumo e niente arrosto? 

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

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

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

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

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

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

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

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

All Green Bonds Are Not Created Equal 

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

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

Equity Market Commentary - June 2020 

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

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global-multi-asset-viewpoint market-pulse solutions-and-multi-asset Solutions & Multi-Asset page
Global Multi-Asset Viewpoint  •  30-giu-2020

Stars Aligned for Higher Inflation 

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

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market-pulse fixed-income Fixed Income audio
Market Pulse  •  29-giu-2020  •  7:00 Min

Politica o pandemia: cosa determinerà i prezzi dei titoli? 

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

Fixed-Income-Team-Tile
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sustainable-investing page
Sustainable Investing  •  25-giu-2020

ESG and Trends in Reserves Management 

There is a growing interest in ESG assets amongst central bank reserve managers, a new survey by Morgan Stanley Investment Management and the Institute of International Finance (IIF) finds.

Trends-in-Reserves-Management-1x1-Tile
 
resilience solutions-and-multi-asset Solutions & Multi-Asset page
Resilience  •  24-giu-2020

Alternative Lending and the Resilient Consumer 

Kenneth Michlitsch
Fintech-driven alternative lending exhibited resilience during the acute initial phase of the COVID-19 pandemic. Recent data supports continued optimism.

Resilience-Campaign-Alt-Lending-Insight-Tile-1x1
 
solutions-and-multi-asset Solutions & Multi-Asset page
Investment Insight  •  24-giu-2020

Post-Crisis Private Markets Investing 

Portfolio Solutions Group
In light of the extraordinary market disruption due to the spread of the COVID-19 pandemic, the PSG team considers the broader potential impacts of the current crisis on private markets and describes potential areas of investment opportunity going forward in the post-crisis environment.

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Video di approfondimento  •  22-giu-2020

Guarda la registrazione del Web Event “Un caffè con Domenico Siniscalco e Susanna Invernizzi ” del 22 giugno  

Susanna Invernizzi
Il Professor Domenico Siniscalco e Susanna Invernizzi discutono il contesto economico e di mercato del settore globale delle infrastrutture alla luce delle nuove politiche fiscali indotte dalla pandemia.

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market-pulse fixed-income Fixed Income page
Market Pulse  •  22-giu-2020

3Q 2020: Migliore? Sì. Ma buono abbastanza?  

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

Fixed-Income-Team-Tile
 
fixed-income Fixed Income page

Active Management in Fixed Income: Now More than Ever  

Jim Caron
Given that interest rates are near zero, or negative, in many countries for the foreseeable future, will bonds be useful diversifiers in portfolios? Jim Caron, Global Fixed Income Portfolio Manager, thinks “yes” but the key is an actively managed focus on alpha.

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