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Morgan Stanley Investment Management
11 september 2024

A New Era in South Africa

In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career…
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Morgan Stanley Investment Management
9 september 2024

Morgan Stanley IM: Zo wordt de markt voor illiquide beleggingen beter toegankelijk

Illiquide beleggingscategorieen zijn aan een overtuigende opmars bezig. Die opmars wordt gedreven…
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Morgan Stanley Investment Management
4 september 2024

Nvidious position

The market seems to be dominated by the twin beliefs in the invulnerability of the U.S. economy and…
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Morgan Stanley Investment Management
27 augustus 2024

The BEAT for August - Our Key Themes and Top Ideas

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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Morgan Stanley Investment Management
19 augustus 2024

Which One Is It? Equity Issuance and Retirement

Consilient Research considers the phenomenon of companies that both issue and retire shares around…
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Morgan Stanley Investment Management
12 augustus 2024

Roller Coaster Continues as Elections Generate Volatility

June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected…
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Morgan Stanley Investment Management
7 augustus 2024

Independent Thinking

While active versus passive is a well-worn debate, it needn’t be an either/or decision. We would…
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Morgan Stanley Investment Management
29 juli 2024

The BEAT - July 2024

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and…
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Morgan Stanley Investment Management
22 juli 2024

Systematic Liquid Alternatives: A New Perspective On Alpha

Learn why our Hedge Fund Team believes the shift in the alternative investment space has evolved…
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Morgan Stanley Investment Management
15 juli 2024

2H 2024: Chasing the White Rabbit, but Where Will it Lead Investors?

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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Morgan Stanley Investment Management
8 juli 2024

Lost in the Forest

Despite still high levels of growth and inflation (relative to targets), bond investors have become…
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Morgan Stanley Investment Management
2 juli 2024

Paying Resilience Forward

Many of the companies that our International Equity team owns aren’t just resilient, but they…
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Morgan Stanley Investment Management
17 juni 2024

The importance of discipline in the long game

In a market obsessed with chasing the next big thing, we make sure that companies’ valuations look...
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All Not So Quiet on the Western Front
Morgan Stanley Investment Management
10 juni 2024

All Not So Quiet on the Western Front

The shift in expectations for rate cuts was felt across the world as yields rose in both the…
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Meer dan veertig jaar levert Morgan Stanley Investment Management (MSIM) klantgerichte beleggings- en risicobeheeroplossingen aan een breed scala aan particuliere en institutionele beleggers. Onder onze klanten bevinden zich bedrijven, pensioenfondsen, tussenpersonen, staatsbeleggingsfondsen, centrale banken, dotaties en stichtingen, overheden en adviespartners van over de hele wereld. Beleggingsstrategieën omvatten het risico-rendementsspectrum over regio's, beleggingsstijlen en vermogenscategorieën, waaronder aandelen, vastrentende waarden, alternatieve beleggingen en private markten.

MSIM beschikt over meer dan twintig gespecialiseerde beleggingsteams: Solutions & Multi-Asset, Real Assets, Active Fundamental Equity, Private Credit & Equity, Global Fixed Income en Global Liquidity. MSIM is opgericht in 1975 als dochtermaatschappij van Morgan Stanley Group Inc. Ga naar www.morganstanley.com/im voor meer informatie over de mogelijkheden van MSIM.

Contactgegevens

Morgan Stanley Investment Management 
Rembrandt Tower 
Amstelplein 1 
Amsterdam NL-NH 1096 HA 
Netherlands

Pepijn Heins 
Pepijn.Heins 
@morganstanley.com 
0044 20 7425-3043

Shan Twan The 
Shan.Twan.The 
@morganstanley.com 
0031 20 462-1313

Meer dan veertig jaar levert Morgan Stanley Investment Management (MSIM) klantgerichte beleggings- en risicobeheeroplossingen aan een breed scala aan particuliere en institutionele beleggers. Onder onze klanten bevinden zich bedrijven, pensioenfondsen, tussenpersonen, staatsbeleggingsfondsen, centrale banken, dotaties en stichtingen, overheden en adviespartners van over de hele wereld. Beleggingsstrategieën omvatten het risico-rendementsspectrum over regio's, beleggingsstijlen en vermogenscategorieën, waaronder aandelen, vastrentende waarden, alternatieve beleggingen en private markten.

MSIM beschikt over meer dan twintig gespecialiseerde beleggingsteams: Solutions & Multi-Asset, Real Assets, Active Fundamental Equity, Private Credit & Equity, Global Fixed Income en Global Liquidity. MSIM is opgericht in 1975 als dochtermaatschappij van Morgan Stanley Group Inc. Ga naar www.morganstanley.com/im voor meer informatie over de mogelijkheden van MSIM.

Contactgegevens

Morgan Stanley Investment Management 
Rembrandt Tower 
Amstelplein 1 
Amsterdam NL-NH 1096 HA 
Netherlands

Pepijn Heins 
Pepijn.Heins 
@morganstanley.com 
0044 20 7425-3043

Shan Twan The 
Shan.Twan.The 
@morganstanley.com 
0031 20 462-1313

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