Code, Capital, and Carbon: Digital Assets and Sustainable Investing

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reminds investors to stick to the playbook. Look beyond geopolitical noise.  Focus instead on the strong economy and its positive impact on company earnings revisions.  Meanwhile, watch inflation, which could affect the price investors are willing to pay for those earnings.

Loans continue to offer senior secured positioning, floating-rate income, liquidity and attractive starting yields. Though the market remains broadly constructive, a return to interest rate hikes and stubborn inflation highlight the importance of issuer-level credit selection.

David Miller, Global Head of Private Credit & Equity at Morgan Stanley Investment Management, joined Bloomberg Open Interest to discuss how a higher-for-longer cost of capital is reshaping private markets and creating opportunities for investors.

In this ETF Oasis studio interview, recorded at Future Proof, host Lara Crigger sits down with Sarah Cummings, Executive Director at Morgan Stanley Investment Management, to talk about the firm’s move into crypto exchange-traded products (ETPs). Cummings covers what Morgan Stanley was hearing from clients, how holding bitcoin through an ETP differs from owning it directly, and the risks investors should consider, including regulatory change, custody, premiums and discounts, and tracking error.