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Morgan Stanley IM: Managing Portfolios in an Inflationary World
Morgan Stanley Investment Management
16 april 2022

Morgan Stanley IM: Managing Portfolios in an Inflationary World

While this year’s sell-off appears to be driven by sentiment rather than earnings, both the war in…
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Morgan Stanley IM: Investing in a deeply uncertain world
Morgan Stanley Investment Management
12 april 2022

Morgan Stanley IM: Investing in a deeply uncertain world

In a deeply uncertain world, owning a portfolio of compounders with consistent track records makes…
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Morgan Stanley IM: Emerging Markets Leaders Update – with Vishal Gupta
Morgan Stanley Investment Management
10 april 2022

Morgan Stanley IM: Emerging Markets Leaders Update – with Vishal Gupta

Vishal Gupta, Emerging Markets Leaders Portfolio Manager, discusses the domestic growth…
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Morgan Stanley Investment Management
10 januari 2022

Morgan Stanley IM: To the Moon? Quality Investing and Blockchain

Blockchain technology not only underpins cryptocurrencies…
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Morgan Stanley Investment Management
7 december 2021

Morgan Stanley IM: Supply Chain Squeeze

Something unusual is underfoot: company profit warnings caused by a lack of supply, rather than an…
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Morgan Stanley Investment Management
10 november 2021

Morgan Stanley IM: No Margin for Error

Against a relatively positive macroeconomic outlook, there is the potential for significant cost…
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Morgan Stanley Investment Management
24 juni 2021

Morgan Stanley IM: Where Did Volatility Go?

A quiet May saw the constructive market narrative continue. How long will this last, what does this…
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Morgan Stanley Investment Management
25 mei 2021

Morgan Stanley IM: The Economics of Customer Businesses

A discussion about the customer as the basic unit of analysis in understanding value.
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Morgan Stanley Investment Management
17 mei 2021

Morgan Stanley IM: There Is a Risk of Investor Complacency. Here’s How Bonds Can Help

Jim Caron, Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro…
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Morgan Stanley Investment Management
4 mei 2021

Morgen Stanley IM: Strong Data Brings Inflation Risks – Should We Be Worried?

Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team.
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Morgan Stanley Investment Management
26 april 2021

Morgan Stanley IM: The More Things Change, the More they Stay the Same

Vaccination numbers are far better than anticipated, but, given market pricing and expectations, the…
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Morgan Stanley Investment Management
15 april 2021

Morgan Stanley IM: ESG in Sovereign Fixed Income Investing

An updated and comprehensive approach to evaluating ESG performance for Sovereign issuers.
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Morgan Stanley Investment Management
6 april 2021

Morgan Stanley IM: Why big brands thrive in a digital age

Hasn’t the internet leveled the playing field for big and small brands?
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Driving Quality
Morgan Stanley Investment Management
27 maart 2021

Driving Quality

Compounding is a powerful force—but what tells us whether a company might be a high quality…
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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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