Morgan Stanley, Ashwin Krishnan in 9fin: Opportunistic credit finds itself in the LP spotlight

Jeff Mueller and Stephen Fitzsimmons recently joined Insurance AUM's podcast to discuss how insurers can adapt their fixed income strategies amid steepening yield curves, tightening spreads, and shifting NAIC regulations. The conversation covers ALM alignment, CLO tranche selection, and the growing interplay between public and private credit—all with a focus on execution and portfolio resilience.

Morgan Stanley Real Estate Investing (MSREI), the private real estate investment arm of Morgan Stanley Investment Management (MSIM), today announced it has held the final close and raised JPY131 billion (approximately US$900 million) for its inaugural North Haven Real Estate Japan Strategy Fund I (JSF or the Fund), exceeding the original fundraising target of JPY 75 billion (approximately US$500 million).

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon discusses the current dichotomy between company results and investor sentiment.

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.