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A Rate Cut Named Desire
Morgan Stanley Investment Management
7 februari 2024

A Rate Cut Named Desire

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
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The BEAT – Our Seven Key Themes for 2024
Morgan Stanley Investment Management
29 januari 2024

The BEAT – Our Seven Key Themes for 2024

The investment environment to start 2024 is quite different from how last year began. Inflation…
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A Pull-Back from the Pull-Forward? What to Watch Out for in 2024
Morgan Stanley Investment Management
22 januari 2024

A Pull-Back from the Pull-Forward? What to Watch Out for in 2024

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
Read more
GLP-1: The Weight of Speculation
Morgan Stanley Investment Management
15 januari 2024

GLP-1: The Weight of Speculation

Nic Sochovsky, Helena Miles GLP-1 agonists have been heralded as game changers in treating obesity…
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Whiplash!
Morgan Stanley Investment Management
8 januari 2024

Whiplash!

Fixed Income Team November was a bond market for the history books. Now, the question is, where to…
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Where Do We Go From Here? Neutral May Be the New Defensive
Morgan Stanley Investment Management
25 december 2023

Where Do We Go From Here? Neutral May Be the New Defensive

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
Read more
Fed’s Making a List, Checking it Twice for a Policy Rate That’s Naughty or Nice?
Morgan Stanley Investment Management
18 december 2023

Fed’s Making a List, Checking it Twice for a Policy Rate That’s Naughty or Nice?

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market…
Read more
Executive pay: “Show me the incentive and I will show you the outcome”
Morgan Stanley Investment Management
11 december 2023

Executive pay: “Show me the incentive and I will show you the outcome”

Bruno Paulson As long-term investors, we want our companies’ pay plans to encourage longer-term…
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Is the Fed losing patience?
Morgan Stanley Investment Management
4 december 2023

Is the Fed losing patience?

Jim Caron With bond yields near 5%, US GDP coming in at 4.9% in 3Q and volatility increasing, we…
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Another October Shocker: Déjà Vu?
Morgan Stanley Investment Management
27 november 2023

Another October Shocker: Déjà Vu?

Fixed Income Team Fixed income markets remain challenging, making it difficult to have a high degree…
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2023 Fixed Income Engagement Report
Morgan Stanley Investment Management
17 november 2023

2023 Fixed Income Engagement Report

Rachel Smith, Barbara Calvi In its annual Engagement Report, the Fixed Income organisation provides…
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From the Big Bad Wolf to Goldilocks – Is it Different this Time?
Morgan Stanley Investment Management
13 november 2023

From the Big Bad Wolf to Goldilocks – Is it Different this Time?

Jim Caron Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global…
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Walled Gardens: The Slow Burn AI Winners
Morgan Stanley Investment Management
6 november 2023

Walled Gardens: The Slow Burn AI Winners

Bruno Paulson Alongside the early winners of the AI gold rush, the International Equity Team…
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September Slump! A "Real" Story
Morgan Stanley Investment Management
30 oktober 2023

September Slump! A "Real" Story

Fixed Income Team After modest underperformance in August, bond yields across the world rose…
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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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