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

A mass-market brand aims to sell to all the buyers of the category. In fact, the typical buyer of a brand is a light buyer. Take a certain globally known soft drinks manufacturer:

Morgan Stanley IM: After the U.S. in Q1, Where Is the Next Big Growth Surprise?

Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Morgan Stanley IM: Have We Reached ‘‘Peak Surprise” for 2021?

Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.

Morgan Stanley IM: Markets jitter, but economy on track

Cyclical recovery continues: Global equities continued their move up for most of February and after a volatile final week, they closed the month positive at 2.4% (MSCI ACWI in USD terms1), despite markets’ nervousness over the prospect of inflation and rate rises.

Morgan Stanley IM: Holistic and Responsible Investing in a Rapidly Changing World

Laura Bottega discusses how global factors encourage companies to balance profit and ESG.

Morgan Stanley IM: The Material Risk Indicator

How to record ESG company risks and opportunities in a consistent and comparable way? The International Equity Team explains the Material Risk Indicator.

MSINVF Emerging Leaders Equity Fund: Smarte Schwellenländer-Strategie

Der MSINVF Emerging Leaders Equity Fund investiert in wachstumsstarke Branchenführer in den Schwellenländern. Das Investment Team sieht derzeit Wachstumspotenzial insbesondere in Brasilien, Indonesien, Indien und China. Seit März 2020 hat der Fonds seinen Wert mehr als verdoppelt.