When it comes to #inflation, bad news is good news—until it isn’t. Take a look at the early signs in August’s issue of The BEAT: https://mgstn.ly/3XliHlE
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Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 645 investment professionals around the world and strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im. CRC 5981459 Exp. 9/30/2024
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Excellent companies and investment opportunities can be found by looking at players focused on specialised niches. In our experience, management teams with an appreciation for niches are often good custodians of shareholder capital. Learn more: https://mgstn.ly/3XhNkIJ
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Every week, untangle the market trends with Jim Caron, Chief Investment Officer of our Portfolio Solutions Group. Start listening: https://mgstn.ly/3Mjwfro
Caron's Corner
morganstanley.com
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Head of Direct Lending Jeff Levin and Head of Opportunistic Credit Ashwin Krishnan , co-heads of Morgan Stanley's North America Private Credit, discuss the future of private credit for insurance investors. https://mgstn.ly/4dXFsS7
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Poland, which once faced bankruptcy, has become a crucial manufacturing hub for western companies, and is on the cusp of becoming a trillion-dollar economy. Amy Oldenburg, Head of Emerging Market Equity, discusses. https://mgstn.ly/3T54YNh
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Can interest rate levels provide an extra boost to hedge fund performance? Between 1998 and 2024, higher Federal Funds rates have translated into higher monthly hedge fund returns across all the main hedge fund sectors. Even as the Fed moves to potentially cut rates, hedge funds can still benefit from >2% rate environment, which we’re likely to continuing seeing for some time. The market has also recaptured its focus on fundamentals over macroeconomic factors and the zero-cost of capital. Volatility has returned for stocks and bonds and cross-correlations have fallen – an environment that may be more conducive to generating alpha by hedge funds. The views expressed above are those of the MSIM Hedge Fund team as of the date hereof and are subject to change at any time due to market or economic conditions and may not necessarily come to pass.
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In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains: https://mgstn.ly/3WRCzLK
A New Era in South Africa
morganstanley.com
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Hear our views on market volatility, rate cuts and opportunities in Fixed Income. Review from Albert Giroux. Watch now: https://mgstn.ly/3M8HGlS
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What are multi-manager platforms and why are they transforming the hedge fund world? Our Hedge Fund team explores. https://mgstn.ly/4ciXtct
How Multi-Manager Platforms Find Strength in Numbers
morganstanley.com
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In their latest Global Equity Observer, our International Equity team discusses how the market seems to be dominated by the twin beliefs in the invulnerability of the U.S. economy and the massive impact of GenAI. But what if the prevailing orthodoxy is wrong or starts to unravel? Read now: https://mgstn.ly/3y8DsaF
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