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Fonds im fokus - videokonferenz

Morgan Stanley IM: The Nuclear Revival – Embracing a Clean, Reliable and Safe Source of Energy

As the world gears up to tackle global warming, renewable energy sources such as solar, wind and hydro power are at the forefront of solutions offered to avert a climate catastrophe. Yet half a century after the environmental case for nuclear power first became clear, it is making a comeback, as a way to fight climate change.

Morgan Stanley IM: FOMC Recap: A Hawkish Fed - Good for Inflation but Bad for Markets?

Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

Morgan Stanley IM: The MSIM Quantitative Credit Strategy Model

Our proprietary MSIM Quantitative Credit Strategy model helps inform us about the relative attractiveness of key credit markets.

Morgan Stanley IM: Equity Market Commentary - September 2023

In his September TAKE, Senior Portfolio Manager Andrew Slimmon presents thoughts about what could be ahead for equities as the market heads into the last quarter of the year.

Morgan Stanley IM: American Resilience

A portfolio of high quality, well managed American companies with something extraordinary – resilience. American Resilience. As strong as you are.

Morgan Stanley IM: The R-Stars Align for Higher Dots – Allocating Global Assets Accordingly

Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.

Morgan Stanley IM: How Higher Yields and Growing Alpha Opportunities May Lift Hedge Funds

The MSIM Hedge Fund Team explores the ways in which hedge funds may directly benefit from a higher cash yield environment making them compelling options as sources of returns and diversification.