The emergence of China’s DeepSeek poses a significant challenge to U.S. dominance in artificial intelligence and signals a dual-track approach to AI development.
New pricing patterns and rising compeittiveness are helping to distinguish GP-leds from the LP-led side of the secondaries market.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Michael Occi, President for Morgan Stanley Private Credit's BDCs joined the Insurance AUM podcast to discuss how BDCs can be used to optimize direct lending investing.
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.
What are the key themes that will shape the global economy in 2025? From shifting trade dynamics to industrial innovations, demographic transitions, and space exploration - every trend holds opportunities.
Während wir darauf warten, dass das Weiße Haus für Klarheit in Bezug auf seine Politik sorgt, die beträchtliche Auswirkungen auf das Finanzumfeld haben könnte, gehen wir in unserem neuesten Video ausführlich darauf ein, weshalb die Zölle, Geldpolitik und Fundamentaldaten am Kreditmarkt für die globalen Anleihemärkte so wichtig sind.
The Morgan Stanley Private Credit team traces the rise of direct lending from its small, early origins to its present role as a mainstay of the $1.8 trillion private credit industry.
Investors seek opportunities with gaps between price and value. A common approach to estimate value is to consider expected value, the sum of the products of various payoffs and their associated probabilities.
