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Compound Interest
Morgan Stanley Investment Management
30 mei 2024

Compound Interest

A combination of ebullient and concentrated markets makes for a challenging investment environment…
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The BEAT - May 2024
Morgan Stanley Investment Management
24 mei 2024

The BEAT - May 2024

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and…
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We’ll take your word for it
Morgan Stanley Investment Management
17 mei 2024

We’ll take your word for it

Bonds seem to be much more attractive now than they were in early January. The Broad Markets Fixed…
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Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals
Morgan Stanley Investment Management
7 mei 2024

Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals

Most investors “price” the stocks of companies by using valuation multiples instead of “valuing”…
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Duration: Friend or Foe?
Morgan Stanley Investment Management
30 april 2024

Duration: Friend or Foe?

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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The BEAT - April 2024
Morgan Stanley Investment Management
25 april 2024

The BEAT - April 2024

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and…
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Quality is worth the wait
Morgan Stanley Investment Management
17 april 2024

Quality is worth the wait

From understanding how to pick great companies to the secret of longevity in the investment business…
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Decision Time
Morgan Stanley Investment Management
12 april 2024

Decision Time

Yields were broadly higher across the globe in February, as market participants recalibrated their…
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TThe BEAT - March 2024
Morgan Stanley Investment Management
5 april 2024

The BEAT - March 2024

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and…
Read more
Bonds Take a Breather?
Morgan Stanley Investment Management
18 maart 2024

Bonds Take a Breather?

After the bond market’s stunning fourth quarter performance it was not much of a surprise that bond…
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The BEAT - February 2024
Morgan Stanley Investment Management
11 maart 2024

The BEAT - February 2024

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and…
Read more
“Nobody knows anything”… but the market thinks it does
Morgan Stanley Investment Management
4 maart 2024

“Nobody knows anything”… but the market thinks it does

After a year that suggested nobody knows anything, we’re entering 2024 with good arguments for both…
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And the Beat Goes On, But for How Long?
Morgan Stanley Investment Management
19 februari 2024

And the Beat Goes On, But for How Long?

Broad Markets Fixed Income Team December’s stunning bond market performance was a fitting end to a…
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Where do we go from here?
Morgan Stanley Investment Management
12 februari 2024

Where do we go from here?

Jim Caron Our shift to a “Goldilocks” soft-landing view continues, supported by recent macro data…
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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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