Morgan Stanley IM

The investment environment to start the new year is quite interesting. Equity and fixed income markets appear to be fully valued and the Republican sweep in the U.S. could have global ramifications. China continues to struggle to find its footing, while AI might provide significant investment opportunities in alternative investing. The Portfolio Solutions Group looks at five key areas going into 2025.

In this article, Richard Perrott from the MSIM’s International Equity Team, explains the team’s approach to finding potential investment opportunities within unexpected areas.

In this article, William Lock, Head of MSIM’s International Equity Team, provides a personal summary of 10 lessons learnt from his over 30 years of investing.

In this article, Kara O’Halloran from MSIM’s AIP Hedge Fund Solutions team, provides an explanation on how Systematic Liquid Alternatives provide A New Perspective On Alpha.

In this article, Jim provides an overview of how geo-political factors are impacting markets currently and may lead investors into an ill-defined, ambiguous world.

Offshore vehicle since August 2018

Focus on ESG

Lack of investor interest

Bond and credit fund

Managed by Gregory Finck