Morgan Stanley Investment Management

From the Big Bad Wolf to Goldilocks – Is it Different this Time?
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 Balanced Risk Control Team, shares his macro...
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Walled Gardens: The Slow Burn AI Winners
06 november 2023

Walled Gardens: The Slow Burn AI Winners

Bruno Paulson Alongside the early winners of the AI gold rush, the International Equity Team believes there are others for...
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September Slump! A "Real" Story
30 oktober 2023

September Slump! A "Real" Story

Fixed Income Team After modest underperformance in August, bond yields across the world rose dramatically in September. Is it real...
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Is the worst of the monetary policy behind us?
23 oktober 2023

Is the worst of the monetary policy behind us?

Andrew Harmstone, Jim Caron As equity markets fell for a second month and yields climbed to new heights, we remain...
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Finding Diamonds in the Rough? Searching for Quality in Financials
13 oktober 2023

Finding Diamonds in the Rough? Searching for Quality in Financials

Financials is a value sector – typically cheap and quite frequently not so cheerful. Or is it? We believe that...
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Higher for longer, yes, but not much higher
11 oktober 2023

Higher for longer, yes, but not much higher

Fixed Income Team The Broad Markets Fixed Income team explains why they believe we are still close to the end...
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Hard Walk Towards a Soft Landing
02 oktober 2023

Hard Walk Towards a Soft Landing

Andrew Harmstone, Jim Caron A hawkish Fed appears more concerned with bringing inflation down, than the prospect of recession. With...
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Unlocking the Value of Nature through Partnership, Technology & Finance
25 september 2023

Unlocking the Value of Nature through Partnership, Technology & Finance

Navindu Katugampola Approximately 50% of global GDP is dependent in some shape or form on nature, but as nature is...
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Fixed Income Engagement Strategy: Integrated, Insightful, Influential
18 september 2023

Fixed Income Engagement Strategy: Integrated, Insightful, Influential

Barbara Calvi, Anuj Gulati As active asset managers with a focus on long-term value creation and responsible stewardship, effective engagement...
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Good Things Come to Those Who Wait: An Argument for Long-term Thinking
11 september 2023

Good Things Come to Those Who Wait: An Argument for Long-term Thinking

William Lock, Annabel Stanford While society may be driven by immediate rewards, the International Equity team would argue that patience...
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Disruptive Change Research
04 september 2023

Disruptive Change Research

Counterpoint Global Looks back across almost two decades of dedicated research on disruption—and the ways it reinforces our long-term mindset...
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Managing assets through higher rates
29 augustus 2023

Managing assets through higher rates

It may very well be the beginning of the end of the hiking cycle, as inflation continues to ease. However...
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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

Podcast

Podcast MSIM