Morgan Stanley Investment Management

Despite rising EV sales, the past decade has seen consistent growth in oil demand. With improved supply discipline and attractive shareholder returns, we foresee a compelling future for oil prices and energy stocks, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain. https://mgstn.ly/3wpZJjj

Morgan Stanley Real Estate Investing announced the sale of four fully leased industrial properties on the U.S.-Mexico border for $178 million. “We are pleased with the successful development, leasing and sale of these warehouse assets. With a greater focus on supply chain resiliency, companies are increasingly seeking to diversify where they manufacture goods,” says Will Milam, Head of U.S. Investments at Morgan Stanley Real Estate Investing. “One result has been a shift to manufacturing in Mexico and a dramatic increase in imports into the United States, which is propelling warehouse demand along the U.S. southern border.” Learn more here: https://mgstn.ly/4dGnJzi

Global Head of ETFs,Anthony Rochte, discusses what trends he is seeing in ETFs today. https://mgstn.ly/4427yrJ

A new market regime is upon us catalyzed by rising inflation risks. Learn how our Portfolio Solutions Group is adjusting their risk management approach to adapt to these changes. https://mgstn.ly/4ae05Y8

Our ideas and insights keep you invested, no matter what the markets bring. Stay up to date with The BEAT. https://mgstn.ly/3y81DWi

10 key themes for 2024. What are they? Jitania Kandhari explains: https://mgstn.ly/44B7tvj

This #AsianAmericanPacificIslanderHeritageMonth, we hope you express what makes you unique. Learn our #DEI strategy to foster better inclusion: https://mgstn.ly/3V0n3h7

As Chinese corporations navigate the complexities of post COVID growth, Beijing is supporting share buybacks to reinforce their capital markets. The focus on investor-friendly initiatives presents a promising opportunity for another look at Chinese stocks. Read the full article: https://mgstn.ly/3QADyh6

A combination of ebullient and concentrated markets makes for a challenging investment environment. The International Equity team’s response is to continue to think in absolute terms, be fussy on both quality and valuation, and look to compound over the long run. https://mgstn.ly/3QxxQN2

Morgan Stanley Private Credit today announced that several of its investment funds have led a growth capital investment into Guardian Dentistry Partners, a dental partnership network founded by a group of dentists with the goal of providing world-class support services and growth opportunities through a differentiated operating model. https://mgstn.ly/4a70yez