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Video - Goldilocks Redux?

Morgan Stanley IM: Video - Goldilocks Redux?

Global Fixed Income Bulletin

Measuring the Moat - Assessing the Magnitude and Sustainability of Value Creation

Morgan Stanley IM: Measuring the Moat - Assessing the Magnitude and Sustainability of Value Creation

It is critical for investors to assess corporate strategy, which explains how a firm builds a moat around its business that can lead to sustainable value creation.

Morgan Stanley IM Video: The Industrial Reset in Emerging Markets

Morgan Stanley IM Video: The Industrial Reset in Emerging Markets

Emerging markets are buzzing with renewed manufacturing activity after years of sluggishness. This resurgence is fueled by strong government support, improving macroeconomic conditions and new supply chains.

Morgan Stanley IM: Trump 2.0 – What’s at Stake and How to Position Portfolios

Morgan Stanley IM: Trump 2.0 – What’s at Stake and How to Position Portfolios

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Morgan Stanley IM: Equity Market Commentary - November 2024

Morgan Stanley IM: Equity Market Commentary - November 2024

"In his November TAKE, Senior Portfolio Manager Andrew Slimmon discusses his post-election thoughts on the equity markets and why, he expects potential strength to continue into 2025, albeit more muted.

Morgan Stanley IM: China - Smoke and Mirrors

Morgan Stanley IM: China - Smoke and Mirrors

Chinese stocks are likely still underowned by local and global investors but their superficially low multiples do not represent a compelling reason to go overweight China until policy measures sufficient to solve its debt deflation problems are implemented.

Morgan Stanley IM: The BEAT for November

Morgan Stanley IM: The BEAT for November

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.